Sundaram Short Duration Fund Growth Plan
Category: Debt: Short Duration
Launch Date: 01-01-2013
AUM:
₹ 184.09 Cr
Expense Ratio
0.8%
Benchmark
Nifty Short duration Debt Index A-II
ISIN
INF173K01BA3
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Short Duration Fund Growth Plan | 5.06 | 6.91 | 7.42 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
46.8989
Last change
0.07 (0.1422%)
Fund Size (AUM)
₹ 184.09 Cr
Performance
7.15% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7% State Government Securities | 7.98 |
| Union Bank of India (16-Mar-2027) | 7.57 |
| TREPS | 6.27 |
| 8.15% PNB Housing Finance Limited (29/07/2027) | 5.35 |
| Power Finance Corporation Ltd. | 5.35 |
| National Bank for Agriculture and Rural Development | 5.32 |
| Export-Import Bank of India | 5.32 |
| Punjab National Bank (05/02/2027) | 5.08 |
| 7.22% Small Industries Dev Bank of India (10/04/2029) | 4.22 |
| 7.32% Government of India | 2.74 |
Sector Allocation
| Sector | Holdings (%) |
|---|