Sundaram Short Duration Fund Growth Plan
Category: Debt: Short Duration
Launch Date: 01-01-2013
AUM:
₹ 176.09 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
Sandeep Agarwal, Kumaresh Ramakrishnan, Ronak Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Short Duration Fund Growth Plan | 4.12 | 6.68 | 5.85 |
| 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
47.0406
Last change
0 (4.0E-4%)
Fund Size (AUM)
₹ 176.09 Cr
Performance
7.09% (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
Sandeep Agarwal, Kumaresh Ramakrishnan, Ronak Shah
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Power Finance Corporation Ltd. | 5.68 |
| 8.15% PNB Housing Finance Limited (29/07/2027) | 5.68 |
| Export-Import Bank of India | 5.66 |
| NCD REC LTD | 5.61 |
| National Bank for Agriculture and Rural Development | 5.56 |
| Punjab National Bank (05/02/2027) | 5.55 |
| 6.45% Gujarat SDL (MD 06/01/2030) | 5.53 |
| Union Bank of India (16-Mar-2027) | 5.51 |
| Cash and Other Net Current Assets | 4.98 |
| 7.42% Small Industries Development Bk of India | 4.5 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Short Duration Fund Gr | 5.85 |