Sundaram Short Duration IDCW Monthly Payout Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Short Duration IDCW Monthly Payout Direct Plan

NAV
₹13.0644
+0.11%
(3 Feb)
AUM
190 Cr
TER
0.31%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.9%
+11.9%
+7.3%
+6.0%
+6.0%
3Y
+12.6%
+12.6%
+7.7%
+9.7%
+9.7%
5Y
+10.7%
+10.7%
+6.2%
+7.3%
+7.3%
ALL
+12.7%
+12.7%
NA
+6.8%
+6.8%
VOL
1.2%
1.2%
3.2%
6.8%
6.8%
TER
0.4%
0.4%
0.3%
0.3%
0.3%
AUM
₹9,723 Cr
₹9,723 Cr
₹190 Cr
₹3,906 Cr
₹3,906 Cr
INFO
10.23
10.23
0.00
1.01
1.01
See fund holdings as of 15th Jan
Top holdings
6.79% Govt Stock 2034
10.4%
Treps
8.1%
Tamil Nadu (Government of) 7%
7.8%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.2%
Pnb Housing Finance Limited - NCD & Bonds - NCD & Bonds
5.2%
Export Import Bank Of India - NCD & Bonds - NCD & Bonds
5.2%
Cash And Other Net Current Assets^
3.3%
7.32% Govt Stock 2030
2.7%
7.04% Govt Stock 2029
2.6%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs