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you are here: Moneycontrol Mutual Funds Short Duration Fund Sundaram Mutual Fund Sundaram Short Term Debt Fund - Direct Plan (G)

Sundaram Short Term Debt Fund - Direct Plan (G)

Previous Name: Sundaram Select Debt Short-Term Asset Plan - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119664
32.339 0.02 ( 0.07 %)
NAV as on 19 Nov, 2018
Crisil MF Rank
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MODERATELY LOW
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Short Duration Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Select Debt Short-Term Asset Plan has been renamed as Sundaram Short Term Debt Fund w.e.f. May 04, 2018

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Returns (NAV as on Nov 19, 2018)
Period Returns(%) Rank#
1 Month 0.8 21
3 Months 1.8 8
6 Months 3.9 12
1 Year 6.1 7
2 Years 6.5 12
3 Years 7.7 12
5 Years 8.7 12

# Moneycontrol Rank within 67 Short Duration Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.8 0.7 1.5 - -
2017 1.3 1.9 1.9 0.9 6.5
2016 2.3 2.0 3.2 2.0 10.2
2015 2.4 1.4 2.7 1.3 8.3
2014 2.3 2.5 2.1 3.5 11.0
2013 2.2 3.2 1.3 2.4 9.9

View where it stands within its peers

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Performance

Fund returns v/s Category average (Short Duration Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.8 1.8 3.9 6.1 6.5 7.7 8.7
Category average 0.6 1.2 3.1 4.7 5.3 6.6 7.6
Difference of Fund returns and Category returns 0.2 0.6 0.8 1.4 1.2 1.1 1.1
Best of Category 0.9 2.1 4.5 7.4 8.5 8.7 9.9
Worst of Category -2.5 -4.4 -2.7 -1.4 2.2 4.5 3.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonably stable..

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    CRISIL Short Term Bond Fund

  • Asset size (Rs Cr):

    731.13 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Dwijendra Srivatsava / Sandeep Agarwal
    View performance of schemes managed by the Fund Manager

  • Notes:

    Sundaram Select Debt Short-Term Asset Plan has been renamed as Sundaram Short Term Debt Fund w.e.f. May 04, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Franklin India Short Term Income Plan - Retail Plan (G) 7,530.54 3818.8 1.6 4.1 6.6 8.0 9.0
Franklin India Short Term Income Plan - Direct Plan (G) 1,984.43 3997.1 1.8 4.5 7.4 8.7 9.9
Franklin (I) Short Term Income - Inst. Plan (G) 10.87 3148.6 1.7 4.3 7.0 8.4 9.4
Reliance Short Term Fund (G) 3,182.10 33.5 1.3 3.0 4.0 6.7 8.0
Reliance Short Term Fund - Direct Plan (G) 7,962.03 34.7 1.4 3.4 4.7 7.3 8.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Daimler Financial Services India P Ltd - 8.05% - 13/12/2018 IND AAA 37.86 5.41
National Bank for Agricultural & Rural Development - 8.39% - 19/07/2021 CRISIL AAA 27.43 3.92
Dewan Housing Finance Corporation Ltd - 9.05% - 09/09/2019 BWR AAA 27.36 3.91
Tata Motors Finance Ltd - 10/07/2020 CARE AA+ 24.98 3.57
Oriental Nagpur Betul Highway ltd - 8.28% - 30/03/2020 CRISIL AAA (SO) 24.49 3.50
Shriram Transport Finance Company Ltd - 8.5% - 03/08/2021 CRISIL AA+ 23.09 3.30
PowerLinks Transmission Ltd - 7.6% - 08/02/2019 CRISIL AAA 23.09 3.30
Reliance Jio Infocomm Ltd - 8.1% - 29/04/2019 CRISIL AAA 22.95 3.28
Cholamandalam Investment and Finance Company Ltd - 8.0659% - 27/09/2019 ICRA AA+ 22.81 3.26
Housing Development Finance Corporation Ltd - 7.69% - 04/12/2019 CRISIL AAA 22.81 3.26
Asset Allocation (%) As on Sep 29, 2018
Equity 0.00
Others 0.00
Debt 72.40
Mutual Funds 0.00
Money Market 22.46
Cash / Call 5.13
Sector Allocation (%) As on Sep 29, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Sep 29, 2018
Holdings %
Top 5 20.31
Top 10 72.4
Sectors %
Top 3
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