• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Duration Fund Transfer of plan (PIDCW-M)

Formerly Principal S/T Debt Reg Mn IDCW-T

Sundaram Mutual Fund

Sundaram Short Duration Fund Transfer of plan (PIDCW-M)

DebtShort Term

12.878

NAV (Jun 24)

2.3%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

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Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.878

NAV (Jun 24)

Fund Returns

Last 1Y
6.8%
Last 3Y
7.6%
Last 5Y
7%
Last 10Y
6.4%
Since Inception
7.2%
6 Month CAGR
3.7%

Scheme Information

Investment Objective

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
193.817
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)
1.1
Standard Deviation (5yr)
6.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-2.447
Sharpe Ratio (5yr)
-0.397
YTM
7.4
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Short Duration Fund Transfer of plan (PIDCW-M)70%8,13,950 81,3384.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-24

Top Debt Holdings

7.18% govt stock 2033

15.6%
15.6%

treps

15%
15%

7.06% govt stock 2028

7.7%
7.7%

7.38% govt stock 2027

5.2%
5.2%

rural electrification corporation limited

5.2%
5.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,017 cr

₹ 10,612 cr

₹ 47,907 cr

₹ 14,537 cr

₹ 15,157 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.2%

8.9%

20.1%

21.3%

5.3%

4.9%

22.3%

13.5%

19.6%

%

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 5.1% over a period of 21 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 6/24/2024 is ₹12.88 with the total AUM as of 6/25/2024 is ₹193.817. 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 0.1% 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)?

Sundaram Short Duration Fund Transfer of plan (PIDCW-M) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

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.