Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Moderate
₹44.3395 0.02%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Short Duration Fund - Direct Plan
|
|
|
Moderate
|
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0.29 |
|
 |
|
Moderate
|
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0.45 |
||
|
|
Moderate
|
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0.40 |
||
|
|
Moderate
|
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0.34 |
||
|
|
Moderate
|
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0.38 |
₹193 Cr
--
5,000
500
250
6
Investment Strategy
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.
Suitability
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Dividend Taxation
Sundaram Short Duration Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Short Duration Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Short Duration Fund - Direct Plan is ₹44.3395 as of 14-Aug-2024.
The AUM of Sundaram Short Duration Fund - Direct Plan Fund is ₹193 Cr as of 31-Jul-2024
The riskometer level of Sundaram Short Duration Fund - Direct Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 14/08/2033 |
15.79
|
|
GOI Sec 7.37 23/10/2028 |
7.93
|
|
GOI Sec 7.38 20/06/2027 |
5.26
|
|
REC Ltd SR 220-B FRB 7.69 31/03/2033 |
5.26
|
|
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 |
5.23
|
As of 31-Jul-2024, Sundaram Short Duration Fund - Direct Plan had invested 84.54% in Debt and 15.46% in Cash & Cash Eq. See More
Sundaram Short Duration Fund - Direct Plan is 11 years 7 months old. It has delivered 7.46% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.83%
|
8.45%
|
7.48%
|
6.17%
|
7.19%
|
7.46%
|
No, There is no lock in period in Sundaram Short Duration Fund - Direct Plan.
The expense ratio of Sundaram Short Duration Fund - Direct Plan is 0.29.
Mutual Funds 
Sundaram Sundaram Short Duration Fund - Direct Plan
