• 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

36.3802

NAV (Dec 31)

5.3%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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

Standard Deviation (3yr)

7.8

Standard Deviation (5yr)

6.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

4.51708

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

Compare Sundaram Short Term Debt Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    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 20 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 12/3/2022 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 0 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 Not Reviewed Yet 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.