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
₹13.1035
+0.06%
(15 Oct)
AUM
195 Cr
TER
0.3%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
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Compare with other fund
1Y
+13.8%
+13.8%
+9.9%
+9.9%
+6.4%
3Y
+13.2%
+13.2%
+10.6%
+10.6%
+7.1%
5Y
+11.0%
+11.0%
+10.7%
+10.7%
+5.7%
ALL
+12.8%
+12.8%
+5.1%
+5.1%
NA
VOL
1.2%
1.2%
6.0%
6.0%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹8,851 Cr
₹8,851 Cr
₹241 Cr
₹241 Cr
₹195 Cr
INFO
10.30
10.30
0.84
0.84
0.00
See fund holdings as of 30th Sep
Top holdings
7.1% Govt Stock 2034
13.2%
7.37% Govt Stock 2028
8.0%
Power Finance Corporation Limited - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds
5.2%
Export Import Bank Of India - NCD & Bonds
5.2%
Pnb Housing Finance Limited - NCD & Bonds
5.2%
7.38% Govt Stock 2027
3.7%
Bharti Telecom Limited - NCD & Bonds
3.1%
Cash And Other Net Current Assets^
2.8%
7.32% Govt Stock 2030
2.7%
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