Formerly Sundaram Sel Debt S/T Asset Gr
₹ 32.4223
NAV (Apr 16)
Neutral
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.
Track Record
19 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
258 Cr. Small within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high 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 a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Scheme Information
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.01 %
Expense Ratio
Sep 05, 2002
Launched (19y ago)
₹ 258
AUM in Crores
INF903J01FG3
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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Age
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Liquid
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Age
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Ultra Short
Recommended
Top Ranked
22 Years
Age
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Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 33,154 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
Diversified
Top Ranked
₹ 1,478 Cr
Fund Size
9.1%
3Y returns
Low Duration
Top Ranked
₹ 449 Cr
Fund Size
3%
3Y returns
Liquid
Top Ranked
₹ 3,483 Cr
Fund Size
5.5%
3Y returns
Liquid
Top Ranked
₹ 3,483 Cr
Fund Size
5.5%
3Y returns
Corporate Bond
Top Ranked
₹ 1,041 Cr
Fund Size
8.6%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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Sundaram Short Term Debt Fund (G) is a short term debt fund and has delivered an annualised return of 6.5% 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
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments. However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Short Term Debt Fund (G) fund was launched on Sep 05, 2002. The NAV (Net Asset Value) of this short term debt as of 2021-04-16 is ₹ 32.4223. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 257.385. The category risk of the Sundaram Short Term Debt Fund (G) fund is Low to Moderate Risk. The fund charges 1.01 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 55.1% in this asset class. The top three holdings of the fund are 5.09% govt stock 2022,364 dtb 01072021 and 182 dtb 08072021
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.
This fund 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 .
Sundaram Short Term Debt Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Short Term Debt Fund (G) has a score of 2 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.