Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and capital appreciation by investing primarily in fixed income securities &money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Short Term Debt Fund Regular Plan - Weekly Income Distribution cum Capital Withdrawal (IDCW) 2.41 3.36 12.83 4.62 4.55 6.02
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
Nifty Short Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Short Term Fund - Monthly IDCW Oct 25, 2001 9.08 7.56 7.05 1.13 20,494.72
HDFC Short Term Debt Fund - Fortnightly IDCW Option Jun 25, 2010 9.41 7.29 6.94 0.75 18,982.19
HDFC Short Term Debt Fund - Normal IDCW Option Dec 18, 2014 9.41 7.30 6.95 0.75 18,982.19
SBI Short Term Debt Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) Jul 26, 2007 Unrated 9.23 6.89 6.22 0.85 17,462.90
SBI Short Term Debt Fund - Regular Plan Fortnightly Income Distribution cum Capital Withdrawal Option (IDCW) Jul 25, 2012 Unrated 9.23 6.89 6.22 0.85 17,462.90

Fund Holdings as on 30-November-2021

  • TREPS

  • Reverse Repo

  • 91 Days - T Bill - 24022022

  • National Bank for Agricultural & Rural Development - 4.6% - 29/07/2022**

  • 5.22% Central Government Securities 15/06/2025

  • Sikka Ports and Terminals Ltd - 8.45% - 12/06/2023**

  • Export Import Bank of India - 9.1% - 15/06/2022**

  • 6.10% Central Government Securities 12/07/2031

  • LIC Housing Finance Ltd - 07/07/2022**

  • Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/2031

  • Power Finance Corporation Ltd - 6.75% - 22/05/2023**

  • Housing Development Finance Corporation Ltd - 6.99% - 13/02/2023

  • Housing Development Finance Corporation Ltd - 8.05% - 20/06/2022**

  • Housing and Urban Development Corp. Ltd - 7.62% - 15/07/2022**

  • 5.74% Government Securites Stock 15/11/2026

  • National Highway Authority of India - 7.17% - 23/12/2021

  • REC Ltd - 7.14% - 09/12/2021**

  • Axis Bank Ltd - 28/01/2022**

  • Chennai Petroleum Corporation Ltd - 5.44% - 24/06/2024**

  • Axis Bank Ltd - 28/04/2022**

  • Cash and Other Net Current Assets^

  • 7.16% Central Government Securities 20/05/2023

  • Power Finance Corporation Ltd - 7.04% - 14/04/2023**

  • REC Ltd - 7.24% - 31/12/2022**

  • National Bank for Agricultural & Rural Development - 6.4% - 31/07/2023

  • Housing Development Finance Corporation Ltd - 4.71% - 07/09/2023

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  • Miscellaneous

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Fund Manager

Most Recent Dividend

  • 30/12/2021

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  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA AA

  • ICRA AAA

  • Sovereign

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About Sundaram Short Term Debt Fund

Scheme Analysis

Sundaram Short Term Debt Fund is a Debt - Short Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 16-May-2003 and currently has an AUM of ₹361.74 crore. Sundaram Short Term Debt Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and Nifty Short Duration Debt Index as secondary index.

The NAV of Sundaram Short Term Debt Fund ended up ₹0(0.03%)yesterday to ₹14.4.

Among its top 3 holdings the fund has exposure to TREPS, and

The Sundaram Short Term Debt Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156