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Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
---|---|---|---|---|---|---|
Sundaram Short Duration Fund
|
Moderate
|
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1.14 |
|||
Moderate
|
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1.02 |
||||
Moderate
|
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0.74 |
||||
Moderate
|
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0.85 |
||||
Moderate
|
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0.89 |
₹217 Cr
--
5,000
500
250
6
Investment Strategy
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.
Suitability
"Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Sundaram Short Duration Fund is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Short Duration Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Short Duration Fund is ₹42.7858 as of 15-Feb-2025.
The AUM of Sundaram Short Duration Fund Fund is ₹217 Cr as of 31-Jan-2025
The riskometer level of Sundaram Short Duration Fund is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.10 08/04/2034 |
11.81
|
GOI Sec 7.37 23/10/2028 |
7.09
|
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025 |
5.09
|
GOI Sec 7.38 20/06/2027 |
4.69
|
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028 |
4.65
|
As of 31-Jan-2025, Sundaram Short Duration Fund had invested 97.16% in Debt and 2.84% in Cash & Cash Eq. See More
Sundaram Short Duration Fund is 22 years 5 months old. It has delivered 7.19% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
7.91%
|
6.19%
|
7.36%
|
5.76%
|
6.21%
|
7.19%
|
No, There is no lock in period in Sundaram Short Duration Fund.
The expense ratio of Sundaram Short Duration Fund is 1.14.