Sundaram Short Duration Fund Growth
Medium
Risk
Debt
Short Duration Fund
+
5.40
%
5.40
%
3Y annualised
+
0.07
%
0.07
%
1D
1M
6M
1Y
3Y
All
Fund size
201
NAV:
Mar 7, 2024
39.8977
Sector
Tech
Type
Debt
Launched
May 2003
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
16.48
%
7.06% Govt Stock 2028
7.44
%
7.38% Govt Stock 2027
5.01
%
Rural Electrification Corporation Limited
4.99
%
Power Finance Corporation Ltd.
4.98
%
6.99% Govt Stock 2026
4.95
%
Small Industries Development Bank Of India
4.93
%
National Bank For Agriculture And Rural Development
4.92
%
Chennai Petroleum Corporation Ltd.
4.92
%
Bharti Telecom Limited
3.48
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Short Duration Fund Growth
More details
Investment objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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