Formerly Sundaram S/T Debt Mn DS
₹ 13.6574
NAV (Dec 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.6574
NAV (Dec 31)
Last 1Y | 9.5% |
Last 3Y | 2.5% |
Last 5Y | 3.1% |
Last 10Y | 5.2% |
Since Inception | 5.3% |
6 Month CAGR | 9.5% |
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Expense Ratio | 1.01 |
Launched (20y ago) | May 19, 2004 |
AUM in Crores | 329.897 |
ISIN | |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Short Term Debt Fund Transfer (PIDCW-M) | 7,88,725 | 56,113 | 3.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13% | 8.8% | ||
23.5% | 20.5% | ||
5.1% | 4.8% | ||
22.4% | 13% | ||
20.7% | % |
Sundaram Short Term Debt Fund Transfer (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 5.3% over a period of 19 years. The fund was previously known as Sundaram S/T Debt Mn DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Short Term Debt Fund Transfer (PIDCW-M) as of 12/31/2021 is ₹13.66 with the total AUM as of 4/23/2024 is ₹329.897. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Debt Fund Transfer (PIDCW-M) was launched on May 19, 2004. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Short Term Debt Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M) 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 Transfer (PIDCW-M) is rated as a 0 fund in Debt and delivered 9.5% 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 Transfer (PIDCW-M).
What is Sundaram Short Term Debt Fund Transfer (PIDCW-M)?
How to invest in Sundaram Short Term Debt Fund Transfer (PIDCW-M)?
You can invest in Sundaram Short Term Debt Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The minimum sip amount for Sundaram Short Term Debt Fund Transfer (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Short Term Debt Fund Transfer (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Short Term Debt Fund Transfer (PIDCW-M) is a Not Reviewed Yet fund. You can investSundaram Short Term Debt Fund Transfer (PIDCW-M) 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 Transfer (PIDCW-M)?
The expense ratio of the Sundaram Short Term Debt Fund Transfer (PIDCW-M) is 1.01% for regular plan.