- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Duration Fund Transfer of plan (PIDCW-M)
Formerly Principal S/T Debt Reg Mn IDCW-T
Sundaram Short Duration Fund Transfer of plan (PIDCW-M)
₹ 12.895
NAV (Apr 16)
Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.895
NAV (Apr 16)
Fund Returns
Last 1Y | 0.4% |
Last 3Y | 2.7% |
Last 5Y | 2.6% |
Last 10Y | 3.9% |
Since Inception | 5.2% |
6 Month CAGR | 0.2% |
Scheme Information
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Expense Ratio | 0.85 |
Launched (21y ago) | May 09, 2003 |
AUM in Crores | 192.745 |
ISIN | INF173K01BD7 |
Lock-in | No Lock-in |
Benchmark | NIFTY Short Duration Debt B-II TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 6.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.962 |
Sharpe Ratio (5yr) | -0.379 |
YTM | 7.52923 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Short Duration Fund Transfer of plan (PIDCW-M) | 7,79,298 | 46,686 | 2.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
treps
35.4%cash and other net current assets^
23.1%7.18% govt stock 2033
17.3%7.06% govt stock 2028
7.8%rural electrification corporation limited
5.3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.7% | 20.6% | ||
5.1% | 4.8% | ||
21.6% | 12.9% | ||
19.9% | % |
Sundaram Short Duration Fund Transfer of plan (PIDCW-M) Review
Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 5.2% over a period of 20 years. The fund was previously known as Principal S/T Debt Reg Mn IDCW-T. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Short Duration Fund Transfer of plan (PIDCW-M) as of 4/16/2024 is ₹12.89 with the total AUM as of 4/18/2024 is ₹192.745. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Duration Fund Transfer of plan (PIDCW-M) was launched on May 09, 2003. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Short Duration Debt B-II TR INR.
Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is rated as a 1 fund in Debt and delivered 0.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Short Duration Fund Transfer of plan (PIDCW-M).
Frequently Asked Questions
What is Sundaram Short Duration Fund Transfer of plan (PIDCW-M)?
How to invest in Sundaram Short Duration Fund Transfer of plan (PIDCW-M)?
You can invest in Sundaram Short Duration Fund Transfer of plan (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Short Duration Fund Transfer of plan (PIDCW-M)?
The minimum sip amount for Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Short Duration Fund Transfer of plan (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is a Not Recommended fund. You can investSundaram Short Duration Fund Transfer of plan (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Short Duration Fund Transfer of plan (PIDCW-M)?
The expense ratio of the Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is 0.85% for regular plan.