- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Term Debt Fund (RIDCW-W)
Formerly Sundaram S/T Debt Wk DR
Sundaram Short Term Debt Fund (RIDCW-W)
₹ 14.4
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.4
NAV (Dec 31)
Fund Returns
Last 1Y | 9.9% |
Last 3Y | 2.5% |
Last 5Y | 3.2% |
Last 10Y | 5.3% |
Since Inception | 5.6% |
6 Month CAGR | 10% |
Scheme Information
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Expense Ratio | 1.01 |
Launched (20y ago) | May 16, 2003 |
AUM in Crores | 329.897 |
ISIN | INF903J01FN9 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.8 |
Standard Deviation (5yr) | 6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 4.51708 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Short Term Debt Fund (RIDCW-W) | 7,90,628 | 58,016 | 3.2% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.3% | 8.5% | ||
29.3% | 20.1% | ||
31.4% | 12.2% | ||
29.5% | 14.3% | ||
14.3% | 7.5% |
Sundaram Short Term Debt Fund (RIDCW-W) Review
Sundaram Short Term Debt Fund (RIDCW-W) is a Short Term Debt fund and has delivered an annualised return of 5.6% over a period of 20 years. The fund was previously known as Sundaram S/T Debt Wk DR. 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 (RIDCW-W) as of 12/31/2021 is ₹14.40 with the total AUM as of 9/23/2023 is ₹329.897. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Debt Fund (RIDCW-W) was launched on May 16, 2003. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Sundaram Short Term Debt Fund (RIDCW-W) 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 (RIDCW-W) 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 (RIDCW-W) is rated as a 0 fund in Debt and delivered 9.9% 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 (RIDCW-W).
Frequently Asked Questions
What is Sundaram Short Term Debt Fund (RIDCW-W)?
How to invest in Sundaram Short Term Debt Fund (RIDCW-W)?
You can invest in Sundaram Short Term Debt Fund (RIDCW-W) 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 (RIDCW-W)?
The minimum sip amount for Sundaram Short Term Debt Fund (RIDCW-W) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Short Term Debt Fund (RIDCW-W) good to invest in?
As per Scripbox experts, Sundaram Short Term Debt Fund (RIDCW-W) is a Not Reviewed Yet fund. You can investSundaram Short Term Debt Fund (RIDCW-W) 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 (RIDCW-W)?
The expense ratio of the Sundaram Short Term Debt Fund (RIDCW-W) is 1.01% for regular plan.