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
₹12.8916
-0.33%
(18 Apr)
AUM
193 Cr
TER
0.29%
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
In beta. Send feedback here.
Compare with other fund
1Y
+6.4%
+6.4%
+6.4%
+6.4%
+0.4%
3Y
+12.3%
+12.3%
+12.2%
+12.2%
+3.0%
5Y
+3.2%
+3.2%
+3.9%
+3.9%
+2.9%
ALL
+3.5%
+3.5%
+5.2%
+5.2%
NA
VOL
6.5%
6.5%
2.5%
2.5%
3.3%
TER
0.5%
0.5%
0.5%
0.5%
0.3%
AUM
₹83 Cr
₹83 Cr
₹83 Cr
₹83 Cr
₹193 Cr
INFO
0.53
0.53
2.03
2.03
0.00
See fund holdings as of 15th Mar
Top holdings
Treps
35.4%
Cash And Other Net Current Assets^
23.1%
7.18% Govt Stock 2033
17.3%
7.06% Govt Stock 2028
7.8%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.3%
7.38% Govt Stock 2027
5.2%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
5.2%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
5.2%
Chennai Petroleum Corporation Limited - NCD & Bonds - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.1%
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