Formerly Sundaram S/T Debt Qt DP
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.
19 Years. The fund has an Extended history for analysis and the track record is excellent.
381 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
NAV (Oct 13)
6 Month CAGR
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Low to Moderate
Low to Moderate Risk
Launched (19y ago)
|Sep 05, 2002|
AUM in Crores
|CRISIL Short Term Bond Fund TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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||Scripbox Opinion||Fund Size||Track Record|
₹ 12,698 cr
₹ 28,554 cr
₹ 11,007 cr
₹ 21,654 cr
₹ 28,496 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 35,379 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Sundaram Short Term Debt Fund of Income Distribution cum Capital Withdrawal (D-Q) is a Short Term Debt fund and has delivered an annualised return of 6.3% over a period of 19 years. The fund was previously known as Sundaram S/T Debt Qt DP . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal
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.
The Sundaram Short Term Debt Fund of Income Distribution cum Capital Withdrawal (D-Q) fund was launched on Sep 05, 2002. The NAV (Net Asset Value) of this Short Term Debt fund as of 2021-10-13 is ₹12.11. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹380.034. The category risk of the Sundaram Short Term Debt Fund of Income Distribution cum Capital Withdrawal (D-Q) fund is Low to Moderate Risk. The fund charges 1.01 % as expense ratio.
The fund’s highest allocation is towards Debt and has invested 56.1% in this asset class. The top three holdings of the fund are , treps , 5.63% govt stock 2026 , national bank for agriculture and rural development , hdfc bank limited , 5.22% goi 2025 , reliance ports and terminals limited , export-import bank of india , piramal capital & housing finance ltd , lic housing finance limited , power finance corporation limited , housing development finance corporation limited , housing development finance corporation limited , national highways authority of india , housing and urban development corporation limited (hudco) , rural electrification corporation limited , lic housing finance limited , chennai petroleum corporation ltd , axis bank limited , axis bank limited , national bank for agriculture and rural development , rural electrification corporation limited , power finance corporation limited , housing development finance corporation limited , cash and other net current assets^
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.
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 of Income Distribution cum Capital Withdrawal (D-Q) has a score of 3 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Short Term Debt Fund of Income Distribution cum Capital Withdrawal (D-Q) has a score of 2out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.
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