Sundaram Short Term Debt Fund

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An open ended short term debt scheme investing in instruments such that the Macaulay duration* of the portfolio is between 1 year and 3 years.

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Fund Managers

Fund Manager

Mr. Dwijendra Srivastava

Sundaram Select Debt Short Term Asset Plan

Objective:

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.

Key Features:
  • Open ended Short Term Income Fund.
  • Fund Invests in Highly rated Corporate bonds, Bank CD, Money Market instruments and GSec/ SDL.
  • The fund would run a short duration strategy, which would be maintained in the range of 1 – 3 years.

Suggested Investment Horizon - 9 months & above

Target Investors:
  • Those seeking accrual Income over the short term.
  • Those seeking High Credit quality.
Moderately Risk

This product is suitable for investors who are seeking*

  • Income and capital appreciation by investing in a portfolio comprising of fixed income securities.
  • Tohaving a macaulay duration is between 1 year and 3 years.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Facts

Inception September, 2002
Scheme Type Short term fixed income
Benchmark CRISIL Short Term Bond Fund Index
Fund Manager Dwijendra Srivastava, Sandeep Agarwal
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest
Portfolio YTM * 31st Oct 2018 8.40 %
Average Maturity * 31st Oct 2018 1.20 years
Average Duration * 31st Oct 2018 1.01 years
Expense Ratio (Oct 18)
Regular: 1.23%
Direct: 0.26%
Min. Initial Investment 5,000
Entry Load Nil
Exit Load (both plans) Nil(w.e.f 30/09/14)

* 0 - indicates No Value


Returns are on a compounded annual basis for period more than one year and absolute for oneyear period and computed using NAV of Regular Plan-Growth Option