Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Category: Debt: Short Duration
Launch Date: 01-01-2013
AUM:
₹ 193.94 Cr
Expense Ratio
0.89%
Benchmark
Nifty Short duration Debt Index A-II
ISIN
INF173K01BA3
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 7.68 | 7.46 | 7.12 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
45.356
Last change
-0 (-0.0062%)
Fund Size (AUM)
₹ 193.94 Cr
Performance
7.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Fund Manager
FM 1 -Mr. Dwijendra Srivastava, FM 2 -Mr. Sandeep Agarwal
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 6.79% Central Government Securities 07/10/2034 | 10.45 |
| 7.00% Tamil Nadu State Government Securities - 12/03/2029 | 7.83 |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 5.28 |
| National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029 | 5.28 |
| Export Import Bank of India - 7.35% - 27/07/2028 | 5.26 |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 5.23 |
| 7.38% Central Government Securities 20/06/2027 | 3.7 |
| TREPS | 2.81 |
| 7.32% Government Securities-13/11/2030 | 2.7 |
| 7.04% Central Government Securities 03/06/2029 | 2.66 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Short Duration Fund Gr | 7.12 |
| Axis Short Duration Fund Reg Gr | 6.01 |
| Axis Short Duration Fund Ret Gr | 6.0 |
| Nippon India Short Duration Fund Gr Plan | 6.1 |
| ABSL Short Term Gr Reg | 6.16 |
| SBI Short Term Debt Reg Gr | 5.72 |
| SBI Short Horizon Debt Short Term RetGr | 5.72 |
| ICICI Pru Short Term Gr | 6.37 |
| HDFC Short Term Debt Gr | 6.17 |
| HSBC Short Duration Fund Reg Growth | 5.49 |