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Sundaram Short Duration Fund - Direct Plan - Growth - Old

  • Regular
  • Direct
Category : Short Duration Fund
  • NAV
    : ₹ 39.0994 0.03%
    (as on 31st December, 2021)
This scheme closed on 31-12-2021 & the data you are seeing is not latest data.
This Scheme
VS
  • CRISIL 10 Year Gilt Index
  • NA
  • NA
  • Gold
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Returns (NAV as on 31st December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 24-Dec-21 10010.00 0.10% - 14/28
1 Month 30-Nov-21 10026.70 0.27% - 3/28
3 Month 30-Sep-21 10103.30 1.03% - 3/28
6 Month 30-Jun-21 11182.40 11.82% - 1/27
YTD 01-Jan-21 11359.60 13.60% - 2/26
1 Year 31-Dec-20 11362.00 13.62% 13.62% 2/26
2 Year 31-Dec-19 12491.70 24.92% 11.75% 1/26
3 Year 31-Dec-18 11927.30 19.27% 6.05% 18/25
5 Year 30-Dec-16 13648.90 36.49% 6.41% 18/24
Since Inception 08-Jan-13 19916.70 99.17% 7.97% 17/27

SIP Returns (NAV as on 31st December, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 31-Dec-20 12000 13138.65 9.49 % 17.94 %
2 Year 31-Dec-19 24000 27421.85 14.26 % 13.35 %
3 Year 31-Dec-18 36000 41977.34 16.6 % 10.21 %
5 Year 30-Dec-16 60000 72757.09 21.26 % 7.63 %
 

Tax Treatment

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Franklin India Short Term Income Plan - Direct - Growth 1 547.76 0.10 1.28 11.99 14.46 4.68
IDBI Short Term Bond Fund - Direct Plan - Growth 2 29.78 -0.18 0.68 10.45 12.44 7.59
UTI Short Term Income Fund - Direct Plan - Growth 4 3712.72 0.19 0.78 6.97 9.40 5.23
Nippon India Short Term Fund - Direct Plan - Growth 5 9692.40 0.17 0.93 2.59 5.50 8.46
Aditya Birla Sun Life Short Term Fund - Direct Plan - Growth 3 9448.86 0.13 0.84 2.39 4.73 8.39
Baroda Short Term Bond Fund - Plan B (Direct) - Growth 3 255.09 0.17 0.81 2.12 4.64 7.30
ICICI Prudential Short Term Fund - Direct Fund - Growth 4 22058.81 -0.06 0.66 2.35 4.56 8.67
Axis Short Term Fund - Direct Plan - Growth 3 13768.06 0.22 0.84 2.32 4.44 8.37
HDFC Short Term Debt Fund - Direct Plan - Growth 3 18229.06 -0.02 0.77 2.27 4.42 8.34
Mirae Asset Short Term Fund - Direct Plan - Growth 2 598.70 0.11 0.73 2.02 4.25 7.64

More Funds from Sundaram Mutual Fund

Out of 66 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 2 is/are ranked 4 * , 6 is/are ranked 3 * , 4 is/are ranked 2 * , 3 is/are ranked 1 * , and 50 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Direct Plan - Growth (Adjusted NAV) NA 7352.26 2.33 -0.41 13.34 36.97 18.30
Sundaram Mid Cap Fund - Direct Plan - Growth 1 7352.26 3.49 -0.12 13.27 37.06 18.45
Sundaram Large and Mid Cap Fund - Direct Plan - Growth (Adjusted NAV) NA 5099.84 -64.25 -64.82 -58.97 -51.11 -12.77
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 3 5099.84 4.62 2.49 20.36 42.62 22.63
Sundaram Large Cap Fund - Direct Plan - Growth NA 3165.75 4.81 0.87 15.36 29.94 0.00
Sundaram Large Cap Fund - Direct Plan - Growth (Adjusted NAV) NA 3165.75 -94.56 -94.71 -93.99 -93.34 -55.14
Sundaram Liquid Fund - Direct Plan - Growth (Adjusted NAV) NA 3136.79 0.00 0.00 0.00 0.00 0.00
Sundaram Liquid Fund - Direct Plan - Growth 1 3136.79 0.29 0.85 1.67 3.30 4.38
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth 3 3074.44 2.98 -0.43 13.89 26.88 17.07
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth (Adjusted NAV) NA 3074.44 21.25 19.31 33.68 49.73 24.08

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