Sundaram Mutual Fundimage

Sundaram Short Duration Fund

DebtShort DurationIDCW-QuarterlyIDCW-Half YearlyIDCWIDCW-FortnightlyIDCW-WeeklyIDCW-AnnualIDCW-ReinvestmentGrowthIDCW-Monthly SweepPrincipal UnitsWeekly IDCW ReinvestmentFortnightly IDCW Reinvestment

Fund Overview

NAV (19 Nov 24)

₹ 12.86

AUM (in Cr)

₹ 222.93

5 Years CAGR

% 1.04

Risk Level 

Moderate

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Short Duration Fund
0.16
0.06
-0.62
-0.60
0.10
1.04
Nifty Short Duration Debt Index A-II
0.54
1.86
3.94
7.85
5.93
6.17
Short Duration
0.59
1.90
3.72
7.15
10.85
9.18

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

To generate regular income and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.

Expense Ratio
% 0.83
Benchmark
Nifty Short Duration Debt Index A-II
AUM
₹ 222.93
Inception Date
09 May 2003
Turnover Ratio
-
Exit Load
Nil
Asset Class
Debt
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