• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Term Debt Fund (PIDCW-15D)

Formerly Sundaram S/T Debt Fr DP

Sundaram Mutual Fund

Sundaram Short Term Debt Fund (PIDCW-15D)

DebtShort Term

13.0314

NAV (Dec 31)

2.5%
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

13.0314

NAV (Dec 31)

Fund Returns

Last 1Y
10.1%
Last 3Y
2.5%
Last 5Y
3.1%
Last 10Y
4.1%
Since Inception
4.9%
6 Month CAGR
10%

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)
May 28, 2004
AUM in Crores
329.897
ISIN
INF903J01FI9
Lock-in
No Lock-in
Benchmark
Nifty Short Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.7
Standard Deviation (5yr)
6
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

AssetReturnsTotal CorpusGainsCAGR
Sundaram Short Term Debt Fund (PIDCW-15D)70%7,88,725 56,1133.1%
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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Debt Holdings

See all holdings

Comparison with Debt Funds

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

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

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

Sundaram Short Term Debt Fund (PIDCW-15D) is a Short Term Debt fund and has delivered an annualised return of 4.9% over a period of 19 years. The fund was previously known as Sundaram S/T Debt Fr DP. 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 (PIDCW-15D) as of 12/31/2021 is ₹13.03 with the total AUM as of 3/28/2024 is ₹329.897. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Debt Fund (PIDCW-15D) was launched on May 28, 2004. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for Sundaram Short Term Debt Fund (PIDCW-15D) 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. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Short Term Debt Fund (PIDCW-15D) 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 (PIDCW-15D) is rated as a 0 fund in Debt and delivered 10.1% 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 (PIDCW-15D).

Frequently Asked Questions

What is Sundaram Short Term Debt Fund (PIDCW-15D)?

Sundaram Short Term Debt Fund (PIDCW-15D) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Short Term Debt Fund (PIDCW-15D)?

You can invest in Sundaram Short Term Debt Fund (PIDCW-15D) 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 (PIDCW-15D)?

The minimum sip amount for Sundaram Short Term Debt Fund (PIDCW-15D) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Short Term Debt Fund (PIDCW-15D) good to invest in?

As per Scripbox experts, Sundaram Short Term Debt Fund (PIDCW-15D) is a Not Reviewed Yet fund. You can investSundaram Short Term Debt Fund (PIDCW-15D) 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 (PIDCW-15D)?

The expense ratio of the Sundaram Short Term Debt Fund (PIDCW-15D) is 1.01% for regular plan.