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Sundaram Short Term Debt Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Short Term Debt Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹330 Cr

Lock In Period

N/A

Expense Ratio

1.01

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Summary

Sundaram Short Term Debt Fund Growth NAV is ₹36.3802 as of 29 May, 2026. Sundaram Short Term Debt Fund Growth has delivered 16.88% returns since its launch. The minimum SIP investment amount in Sundaram Short Term Debt Fund Growth is ₹250. The AUM of Sundaram Short Term Debt Fund Growth is ₹330 Cr. The expense ratio of the fund is 1.01%, and its benchmark is Crisil Short-Term Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, Sundaram Short Term Debt Fund Growth has delivered 0.20% returns.

Sundaram Short Term Debt Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.20-0.65192.10
6M11.411.04192.10
1Y12.833.88192.10
3Y5.3412.72219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2021-12-15
View allocation % by

1. Infina Finance Pvt Ltd - 20/12/20217.57%
2. Sharekhan BNP Paribas Financial Services Pvt Ltd - 21/12/20217.57%
3. 182 Days - T Bill - 120520227.46%
4. National Bank for Agricultural & Rural Development - 4.6% - 29/07/20226.07%
5. Export Import Bank of India - 9.1% - 15/06/20224.65%
6. LIC Housing Finance Ltd - 07/07/20224.44%
7. Piramal Capital & Housing Finance Ltd - 6.75% - 26/09/20314.11%
8. Reverse Repo3.74%
9. TREPS3.49%
10. Housing Development Finance Corporation Ltd - 6.99% - 13/02/20233.10%
11. Power Finance Corporation Ltd - 6.75% - 22/05/20233.10%
12. 5.74% Government Securites Stock 15/11/20263.03%
13. Chennai Petroleum Corporation Ltd - 5.44% - 24/06/20243.01%
14. Axis Bank Ltd - 28/04/20222.99%
15. Axis Bank Ltd - 11/05/20222.98%
16. 7.16% Central Government Securities 20/05/20232.36%
17. Cash and Other Net Current Assets1.81%
18. Power Finance Corporation Ltd - 7.04% - 14/04/20231.56%
19. REC Ltd - 7.24% - 31/12/20221.56%
20. National Bank for Agricultural & Rural Development - 6.4% - 31/07/20231.55%
21. 6.10% Central Government Securities 12/07/20311.49%

1. 5.22% Central Government Securities 15/06/20256.03%
2. 7.37% Central Government Securities 16/04/20232.36%

1. Housing Development Finance Corporation Ltd - 8.05% - 20/06/20223.08%
2. Housing and Urban Development Corp. Ltd - 7.62% - 15/07/20223.08%

1. Sikka Ports and Terminals Ltd - 8.45% - 12/06/20234.77%

1. National Highway Authority of India - 7.17% - 23/12/20213.03%

About Fund Sundaram Short Term Debt Fund Growth

Sundaram Short Term Debt Fund Growth managed by Sundaram Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹330 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.01. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HSBC Short Duration Fund - OLD Growth0155.42 CR0.74
PGIM India Short Duration Fund Growth033.1 CR0.92
Sundaram Short Term Debt Fund Growth3329.9 CR1.01
IDBI Short Term Bond Fund Growth025.49 CR0.75
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundHSBC Short Duration Fund - OLD Growth2.45911.367
This FundPGIM India Short Duration Fund Growth5.728112.777
This FundSundaram Short Term Debt Fund Growth12.826416.8785
This FundIDBI Short Term Bond Fund Growth6.206223.353
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Sundaram Short Term Debt Fund Growth FAQs

Sundaram Short Term Debt Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Short Term Debt Fund Growth is 1.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Short Term Debt Fund Growth’s fund performance is as follows:
  • 1 Month : 0.20%
  • 6 Months : 11.41%
  • 1 Year : 12.83%
  • 3 Years : 5.34%
Returns of Sundaram Short Term Debt Fund Growth are updated daily based on NAV of ₹ 36.3802 as on Dec 31,2021. Since inception, the return has been 16.88%.

You can invest in Sundaram Short Term Debt Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Short Term Debt Fund Growth is ₹330 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Short Term Debt Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.