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  • Mutual Funds
  • Sundaram Asset Management Company Ltd
  • Sundaram Short Term Debt Fund (Dividend Reinvestment - Semi Monthly)

Formerly Sundaram Sel Debt S/T Asset Fr DR

Sundaram Short Term Debt Fund (Dividend Reinvestment - Semi Monthly)

Sundaram Short Term Debt Fund (Dividend Reinvestment - Semi Monthly)

DebtShort Term

11.8799

NAV (Feb 25)

Scripbox Opinion

Neutral

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.

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

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

234 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

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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.

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

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Scheme Information

Investment Objective

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

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Low to Moderate Risk

1.01 %

Expense Ratio

May 28, 2004

Launched (17y ago)

₹ 234

AUM in Crores

INF903J01FO7

ISIN

No Lock-in

Lock-in

CRISIL Short Term Bond Fund TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

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Sandeep Agarwal

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 30,993 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,346 Cr

    Fund Size

    11.2%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,743 Cr

    Fund Size

    5.7%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,743 Cr

    Fund Size

    5.7%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,240 Cr

    Fund Size

    8.9%

    3Y returns

    Sundaram Money Fund (G)

    Sundaram Money Fund (G)

    Liquid

    Top Ranked

    ₹ 2,743 Cr

    Fund Size

    5.9%

    3Y returns

    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

    How does Scripbox rate funds?

    Proprietary system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Sundaram Short Term Debt Fund (DR-15D)

    About Sundaram Short Term Debt Fund (DR-15D)

    Sundaram Short Term Debt Fund (DR-15D) is a short term debt fund and has delivered an annualised return of 4.6% over a period of 17 years .The fund was previously known as Sundaram Sel Debt S/T Asset Fr DR.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Sandeep Agarwal

    Sundaram Short Term Debt Fund (DR-15D) 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 (DR-15D) NAV,AUM,Risk

    The Sundaram Short Term Debt Fund (DR-15D) fund was launched on May 28, 2004. The NAV (Net Asset Value) of this short term debt as of 2021-02-25 is ₹ 11.8799. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 233.434. The category risk of the Sundaram Short Term Debt Fund (DR-15D) fund is Low to Moderate Risk. The fund charges 1.01 % as expense ratio.

    Sundaram Short Term Debt Fund (DR-15D) Holdings

    The fund’s highest allocation is towards debt and has invested 61.1% in this asset class. The top three holdings of the fund are 182 dtb 25032021,182 dtb 29072021 and 5.09% govt stock 2022

    Sundaram Short Term Debt Fund (DR-15D) 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 (DR-15D) 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 (DR-15D) Review

    Sundaram Short Term Debt Fund (DR-15D) has a score of 2 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 (DR-15D) 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.

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