Sundaram Short Term Debt-IDCWM

Fund Category: Short Duration

Fund Category Short Duration

Low to Moderate Debt IDCW Monthly

2 Morning Star

0 Value Research

NAV( 29 Dec 2017)

₹ 12.61

-%

Invest now Compare Funds

Sundaram Short Term Debt-IDCWM

Invest now

Performance

-%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
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

46
AUM

₹ 56,229 Cr
Website

http://www.sundarammutual.com

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.