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Sundaram Short Term Debt Fund

Sundaram Short Term Debt Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.87

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,871 today.

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NAV Performance

Sundaram Short Term Debt Fund performance graph for last 3 years
Performance of Sundaram Short Term Debt Fund for last 3 Years

Fund Information

  • ₹ 36.230

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 296 Cr.

    as on 20 Oct 2021
  • 1.01%

    since 31 May 2021
  • 05 Sep 2002

  • Debt - Short Duration Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

    Show All Funds

Highlights of this fund

Sundaram Short Term Debt Fund is an Open-ended Debt Fund. The fund belongs to Short Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Sep 2002. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Debt funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 36.230 as on 20 Oct 2021.

This fund has 19 years of track record. Since 31 May 2021 expense ratio of this fund is 1.01%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

List of Fund Managers of Sundaram Short Term Debt Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.33% 9.73% 10.54% 11.68% 13.40% 11.43% 8.64% 7.75% 8.87% 22.17% 14.49% 10.60% 8.23% 8.26%
Category Average 0.08% 0.92% 2.00% 3.45% 4.89% 6.68% 6.41% 6.12% 7.63% 5.78% 6.32% 6.49% 6.28% 7.00%
Sundaram Short Term Debt Fund 0.13%₹ 10,012 9.71%₹ 10,970 10.54%₹ 11,054 11.66%₹ 11,165 13.38%₹ 11,337 22.25%₹ 13,398 11.43%₹ 12,427 14.52%₹ 27,722 5.87%₹ 11,871 10.10%₹ 41,904 5.77%₹ 13,239 7.20%₹ 71,960 7.64%₹ 20,890 7.01%₹ 1,72,159
ICICI Prudential Short Term Fund 0.03%₹ 10,002 0.12%₹ 10,011 1.31%₹ 10,131 2.72%₹ 10,271 4.87%₹ 10,486 4.88%₹ 12,314 7.83%₹ 11,633 6.60%₹ 25,668 8.52%₹ 12,785 7.57%₹ 40,368 7.40%₹ 14,292 7.58%₹ 72,650 8.46%₹ 22,537 8.12%₹ 1,82,436
HDFC Short Term Debt Fund -0.03%₹ 9,996 -0.05%₹ 9,995 1.07%₹ 10,106 2.67%₹ 10,267 4.67%₹ 10,466 4.71%₹ 12,303 7.89%₹ 11,648 6.58%₹ 25,662 8.62%₹ 12,819 7.62%₹ 40,395 7.74%₹ 14,522 7.84%₹ 73,119 8.58%₹ 22,793 8.23%₹ 1,83,556
Axis Short Term Fund -0.02%₹ 9,998 0.04%₹ 10,003 1.06%₹ 10,105 2.42%₹ 10,242 4.20%₹ 10,419 4.28%₹ 12,276 7.28%₹ 11,515 5.98%₹ 25,510 8.27%₹ 12,697 7.12%₹ 40,101 7.31%₹ 14,231 7.38%₹ 72,279 8.19%₹ 21,976 7.83%₹ 1,79,670
Kotak Bond (short Term) 0.02%₹ 10,001 0.09%₹ 10,008 1.38%₹ 10,137 2.81%₹ 10,281 4.13%₹ 10,413 4.60%₹ 12,296 7.10%₹ 11,477 5.98%₹ 25,510 8.19%₹ 12,670 7.02%₹ 40,037 7.07%₹ 14,072 7.23%₹ 72,023 8.08%₹ 21,765 7.69%₹ 1,78,424
Nippon India Short Term Fund 0.00%₹ 9,999 0.03%₹ 10,002 1.14%₹ 10,114 2.85%₹ 10,284 5.18%₹ 10,518 5.20%₹ 12,335 7.31%₹ 11,522 6.44%₹ 25,628 8.26%₹ 12,692 7.29%₹ 40,202 6.99%₹ 14,020 7.26%₹ 72,064 8.23%₹ 22,058 7.76%₹ 1,79,070

Portfolio Holdings

Portfolio holdings pattern of Sundaram Short Term Debt Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    80.69%
  • Others Holdings:

    19.33%

Top Debt Instrument Type holdings of Sundaram Short Term Debt Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 32.77% ₹ 96.97 Cr.
T-Bills 26.57% ₹ 78.65 Cr.
GOI 18.04% ₹ 53.39 Cr.
CD 3.31% ₹ 9.78 Cr.
Others 19.31% -

Top Debt Holdings of Sundaram Short Term Debt Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 26.57% ₹ 78.65 Cr.
Bond - Govt of India 18.04% ₹ 53.39 Cr.
Bond - Housing Development Finance Corporation Ltd. 6.89% ₹ 20.40 Cr.
Bond - National Bank for Agriculture & Rural Development 6.82% ₹ 20.17 Cr.
Bond - Rural Electrification Corporation Limited 5.17% ₹ 15.32 Cr.
Others 36.51%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 10.38%
TREPS 7.41%
Net Receivables 1.54%