Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan
Category: Debt: Short Duration
Launch Date: 01-01-2013
AUM:
₹ 195.11 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 | 7.71 | 7.56 | 7.16 |
| 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
45.1777
Last change
0.01 (0.0243%)
Fund Size (AUM)
₹ 195.11 Cr
Performance
7.22% (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 (%) |
|---|---|
| 7.10% Central Government Securities 08/04/2034 | 13.19 |
| 7.37% Government Securities-23/10/2028 | 7.99 |
| National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029 | 5.24 |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 5.24 |
| Export Import Bank of India - 7.35% - 27/07/2028 | 5.22 |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 5.2 |
| 7.38% Central Government Securities 20/06/2027 | 3.68 |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 3.08 |
| Cash and Other Net Current Assets | 2.8 |
| 7.32% Government Securities-13/11/2030 | 2.68 |
Sector Allocation
| Sector | Holdings (%) |
|---|