Sundaram Short Term Debt-IDCWM

Fund Category: Short Duration

Fund Category Short Duration

Low to Moderate Debt IDCW Monthly

2 Morning Star

2 Value Research

NAV( 29 Dec 2017)

₹ 12.61
0.2%

Sundaram Short Term Debt-IDCWM

Invest now
Performance

5.34%3y Returns

0.05% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.01%
  • Exit load

    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 362 Cr
  • Plan

    REGULAR
  • Launch date

    19 May 2004
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Short Duration Index
  • ISIN

    INF903J01FJ7
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Chennai Petroleum Corporation Ltd. 2.81%
Sikka Ports and Terminals Ltd. 4.48%
National Bank For Agriculture & Rural Development 5.68%
Piramal Capital & Housing Finance Ltd. 4.35%
Power Finance Corporation Ltd. 2.91%
Housing & Urban Development Corporation Ltd. 2.9%
Housing Development Finance Corpn. Ltd. 2.9%
Housing Development Finance Corpn. Ltd. 2.9%
Axis Bank Ltd. 2.81%
Axis Bank Ltd. 2.78%
National Bank For Agriculture & Rural Development 1.45%
Power Finance Corporation Ltd. 1.46%
HDFC Bank Ltd. 5.62%
Housing Development Finance Corpn. Ltd. 1.41%
REC Ltd. 1.46%
LIC Housing Finance Ltd. 4.13%
Export-Import Bank Of India 4.38%
REC Ltd. 2.84%
National Highways Authority of India Ltd. 2.85%
GOI 1.41%
GOI 5.63%
Sectors
Company Allocation %
Services 2.85%
Sovereign 7.04%
Energy 7.29%
Financial 49.98%
Risk Associated
Low to Moderate
  • Investors be aware that principal under this fund will be at Low to Moderate risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

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