• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)

Formerly Sundaram Sel Debt S/T Asset Bns

Sundaram Mutual Fund

Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)

DebtShort Term

Top Ranked

18.1668

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

9 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

Moderate Interest Rate Risk. The impact on fund value is moderate 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

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

18.1668

NAV (Dec 31)

Fund Returns

Last 1Y

12.8%

Last 3Y

5.3%

Last 5Y

5.6%

Last 10Y

NA

Since Inception

6.8%

6 Month CAGR

11.4%

info-icon-blue

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 (9y ago)

Jun 10, 2013

AUM in Crores

329.897

ISIN

INF903J01MF1

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

user-avatar

Sandeep Agarwal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,027 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    20.8%

    15.8%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) Review

    Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 6.8% over a period of 8 years. The fund was previously known as Sundaram Sel Debt S/T Asset Bns. 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 Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) as of 31/12/2021 is ₹18.17 with the total AUM as of 25/01/2022 is ₹329.897. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) was launched on Jun 10, 2013. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A).

    Frequently Asked Questions

    What is Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    How to invest in Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    What is the minimum sip amount of Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)?

    Is Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A) good to invest in?

    What is the expense ratio of the Sundaram Short Term Debt Fund Bonus of Income Distribution cum Capital Withdrawal (PIDCW-A)?