• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Term Debt Fund (Growth)

Formerly Sundaram Sel Debt S/T Asset Gr

Sundaram Mutual Fund

Sundaram Short Term Debt Fund (Growth)

DebtShort Term

Top Ranked

36.3802

NAV (Dec 31)

5.3%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within short term mutual funds.However, Scripbox does not recommend investing in short term mutual funds.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.

Our analysis of this fundLearn how we rate funds ->

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

Invest in this fund

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

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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

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

Investment Objective

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

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2021-12-31

Top Debt Holdings

See all holdings
allocation by market cap

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 39,901 cr

5

₹ 16,108 cr

5

₹ 13,070 cr

5

₹ 15,495 cr

5

₹ 39,901 cr

5

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.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram 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)?

    Sundaram Short Term Debt Fund (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    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.