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
₹13.1785
+0.18%
(6 Jun)
AUM
213 Cr
TER
0.3%
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
+16.6%
+16.6%
+11.5%
+11.5%
+10.2%
3Y
+13.1%
+13.1%
+10.6%
+10.6%
+7.6%
5Y
+10.9%
+10.9%
+10.9%
+10.9%
+7.7%
ALL
+9.7%
+9.7%
+5.1%
+5.1%
NA
VOL
1.3%
1.3%
6.1%
6.1%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹6,692 Cr
₹6,692 Cr
₹131 Cr
₹131 Cr
₹213 Cr
INFO
7.71
7.71
0.83
0.83
0.00
See fund holdings as of 15th Apr
Top holdings
7.1% Govt Stock 2034
12.5%
7.37% Govt Stock 2028
7.4%
Treps
6.8%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
5.3%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.9%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.9%
Export-Import Bank Of India - NCD & Bonds - NCD & Bonds
4.8%
PNb Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.8%
7.38% Govt Stock 2027
3.4%
7.18% Govt Stock 2037
2.5%
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