- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Term Debt Fund (Growth)
Formerly Sundaram Sel Debt S/T Asset Gr
Sundaram Short Term Debt Fund (Growth)
₹ 36.3802
NAV (Dec 31)
Top Ranked
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.
Track Record
20 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
330 Cr. Small within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?
Learn more
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 36.3802
NAV (Dec 31)
Fund Returns
Last 1Y | 12.8% |
Last 3Y | 5.3% |
Last 5Y | 5.6% |
Last 10Y | 7.5% |
Since Inception | 6.9% |
6 Month CAGR | 11.4% |
Scheme Information
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Expense Ratio | 1.01 |
Launched (20y ago) | Sep 04, 2002 |
AUM in Crores | 329.897 |
ISIN | INF903J01FG3 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
Comparison with Debt Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 39,901 cr | |||
₹ 16,108 cr | |||
₹ 13,070 cr | |||
₹ 15,495 cr | |||
₹ 39,901 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 54,099 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.5% | ||
4.5% | 5.4% | ||
4.5% | 5.4% | ||
5.3% | 6.9% | ||
4.7% | 6.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSundaram Short Term Debt Fund (G) Review
Sundaram Short Term Debt Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.9% over a period of 19 years. The fund was previously known as Sundaram Sel Debt S/T Asset Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Short Term Debt Fund (G) as of 12/31/2021 is ₹36.38 with the total AUM as of 5/20/2022 is ₹329.897. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Debt Fund (G) was launched on Sep 04, 2002. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Short Term Debt Fund (G) 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 Term Debt Fund (G) 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 TR INR.
Sundaram Short Term Debt Fund (G) is rated as a 4 fund in Debt and delivered 12.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Short Term Debt Fund (G).
Frequently Asked Questions
What is Sundaram Short Term Debt Fund (G)?
How to invest in Sundaram Short Term Debt Fund (G)?
You can invest in Sundaram Short Term Debt Fund (G) 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 Term Debt Fund (G)?
The minimum sip amount for Sundaram Short Term Debt Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Short Term Debt Fund (G) good to invest in?
As per Scripbox experts, Sundaram Short Term Debt Fund (G) is a Top Ranked fund. You can investSundaram Short Term Debt Fund (G) 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 Term Debt Fund (G)?
The expense ratio of the Sundaram Short Term Debt Fund (G) is 1.01% for regular plan.