Click here for top ranked funds in 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.
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.
Sundaram Asset Management Company Ltd manages assets worth 35,925 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Sundaram Short Term Debt Fund (G)
About Sundaram Short Term Debt Fund (G)
Sundaram Short Term Debt Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7% 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
Sundaram Short Term Debt Fund (G) Investment Objective
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.
Sundaram Short Term Debt Fund (G) NAV,AUM,Risk
The Sundaram Short Term Debt Fund (G) fund was launched on Sep 04, 2002. The NAV (Net Asset Value) of this Short Term Debt fund as of 2021-10-21 is ₹36.23. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹335.5. 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.
Sundaram Short Term Debt Fund (G) Holdings
The fund’s highest allocation is towards Debt and has invested 57.5% in this asset class. The top three holdings of the fund are , reverse repo , treps , national bank for agriculture and rural development , 5.22% goi 2025 , hdfc bank limited , reliance ports and terminals limited , export-import bank of india , 5.63% govt stock 2026 , piramal capital & housing finance ltd , lic housing finance limited , power finance corporation limited , housing development finance corporation limited , housing development finance corporation limited , housing and urban development corporation limited (hudco) , rural electrification corporation limited , national highways authority of india , axis bank limited , chennai petroleum corporation ltd , axis bank limited , cash and other net current assets^ , housing development finance corporation limited , rural electrification corporation limited , power finance corporation limited , national bank for agriculture and rural development
Sundaram Short Term Debt Fund (G) Sip
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.
Sundaram Short Term Debt Fund (G) Investment volatility and Horizon
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 CRISIL Short Term Bond Fund TR INR.
Sundaram Short Term Debt Fund (G) Review
Sundaram Short Term Debt Fund (G) has a score of 3 on a scale of 5. The fund has a score of 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 2out of 5
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
