Sundaram Asset Management Company Limited

Sundaram Short Duration Fund - Growth Plan

Fixed IncomeShort Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return6.4%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio0.86%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees190
  • NAVRupees38

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
Preparing graph...

Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Write a Review

Investment Objective

The Scheme Aims To Generate Regular Income And Capital Appreciation Through Investment In Debt Instruments And Related Securities Besides Preservation Of Capital.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Reverse Repo 9.5
  • 7.38% Central Government Securities 20/06/2027 8
  • 6.69% Central Government Securities 27/06/2024 7.8
  • Power Finance Corporation Ltd - 7.77% - 15/04/2028 5.3
  • Larsen & Toubro Ltd - 7.725% - 28/04/2028** 5.3
  • REC LTD - 7.69% - 31/03/2033** 5.3
  • Small Industries Development Bank of India - 7.47% - 25/11/2025 5.2
  • ICICI Bank Ltd - 7.6% - 07/10/2023** 5.2
  • Canara Bank - 18/08/2023 5.1
  • Chennai Petroleum Corporation Ltd - 5.44% - 24/06/2024** 5.1
  • 5.22% Central Government Securities 15/06/2025 5
  • Sectors %
  • Govt-Sec29.9
  • Finance28.9
  • Banks15.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps12.3
  • Commodity7.7

Fund House