Sundaram Short Term Debt Fund (Div-HY)

Sundaram Short Term Debt Fund (Div-HY)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately Low

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Dwijendra Srivastava
Fund Horizon OPEN
Inception Date 05-Sep-2002
Scheme AUM(CR) ` 197.84
Minimum SIP/LUMPSUM ` 250/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates 1,7,14,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 0.93

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.93% 3.86%
3 Month 2.20% 8.20%
6 Month -8.03% 2.84%
1 Year -4.24% 13.12%
3 Year 2.09% 16.24%
5 Year 4.70% 7.62%
Since Inception 6.76% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others