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
₹13.1603
-0.03%
(19 Aug)
AUM
215 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
+14.7%
+14.7%
+10.2%
+10.2%
+8.0%
3Y
+12.8%
+12.8%
+10.3%
+10.3%
+7.4%
5Y
+10.5%
+10.5%
+10.7%
+10.7%
+6.0%
ALL
+9.6%
+9.6%
+5.0%
+5.0%
NA
VOL
1.3%
1.3%
6.1%
6.1%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹8,739 Cr
₹8,739 Cr
₹223 Cr
₹223 Cr
₹215 Cr
INFO
7.67
7.67
0.83
0.83
0.00
See fund holdings as of 31st Jul
Top holdings
7.1% Govt Stock 2034
12.1%
7.37% Govt Stock 2028
7.3%
Treps
6.7%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
5.1%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.8%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
4.8%
Export Import Bank Of India - NCD & Bonds - NCD & Bonds
4.7%
Pnb Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.7%
7.38% Govt Stock 2027
3.3%
7.32% Govt Stock 2030
2.4%
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