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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹330 Cr

Lock In Period

N/A

Expense Ratio

1.01

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Short Term Debt Fund Growth include a ₹36.3802 NAV as of Dec 31,2021 and returns since inception of 16.88%. Minimum investments start at SIP ₹250. The Sundaram Short Term Debt Fund Growth AUM is ₹330 Cr, with a lock-in of N/A years, expense ratio of 1.01%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.20% returns, against a category average of 0.60% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.200.60192.10
6M11.411.28192.10
1Y12.835.44192.10
3Y5.3413.63219.54

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 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
This FundHSBC Short Duration Fund - OLD Growth0155.42 CR0.69
This FundPGIM India Short Duration Fund Growth033.1 CR0.92
This FundSundaram Short Term Debt Fund Growth3329.9 CR1.01
This FundICICI Prudential Short Term Fund Growth420688.43 CR1.06
This FundFranklin 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 FundICICI Prudential Short Term Fund Growth6.024724.1078
This FundFranklin India Short Term Income Plan Growth192.0971219.539

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.
Min Inv Amount: ₹500