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

Sundaram Short Duration IDCW Monthly Reinvest Direct Plan

NAV
₹12.9247
+0.06%
(8 Nov)
AUM
223 Cr
TER
0.29%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.0%
+10.0%
+10.0%
+10.0%
+5.9%
3Y
+14.0%
+14.0%
+13.9%
+13.9%
+5.2%
5Y
+8.5%
+8.5%
+8.9%
+8.9%
+5.9%
ALL
+4.0%
+4.0%
+5.7%
+5.7%
+4.8%
VOL
6.3%
6.3%
4.1%
4.1%
3.3%
TER
0.5%
0.5%
0.5%
0.5%
0.3%
AUM
₹72 Cr
₹72 Cr
₹72 Cr
₹72 Cr
₹223 Cr
INFO
0.62
0.62
1.38
1.38
1.48
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Short Duration IDCW Monthly Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Sep
Top holdings
7.18% Govt Stock 2033
10.5%
7.1% Govt Stock 2034
9.3%
7.37% Govt Stock 2028
8.3%
Treps
7.3%
7.38% Govt Stock 2027
5.5%
Power Finance Corporation Ltd. - NCD & Bonds
5.4%
National Bank for Agriculture and Rural Development 7.62%
5.4%
Small Industries Development Bank Of India - NCD & Bonds
5.4%
Bharti Telecom Limited - NCD & Bonds
3.8%
Tamil Nadu (Government of) 7.44%
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