Sundaram Short Duration Fund - Direct Plan Weekly Idcw Reinvestment

Fixed Income | Short Duration Fund

(NAV as of 28/06/2024)

12.90 (0.05)

3Y Returns

Min SIP

₹250

Min Lumpsum

₹5000

Expense Ratio

Fund Size

₹N/A Cr

Inception Date

Fund Manager

Exit Load

Wealthzi View

Fund Traits

Zi Tags

Description

Interest Rate Sensitivity

This fund has a modified duration of 1.5 to 4 years, thus it has medium interest rate sensitivity.

Net Yield to Maturity

Net YTM of this fund is among the bottom quartile in Short Duration Fund category.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

1Y Returns

1 year returns of this fund are among the top quartile in Short Duration Fund category.

Portfolio Credit Quality

This fund has portfolio holdings in high rated AAA bonds and papers.

Bad Credit Event

This fund has not observed any bad credit event in the last 5 years.

Overall Fund Zi Tag

Interest Rate Sensitivity

→

Net Yield to Maturity

→

Fund Size

→

1Y Returns

→

Portfolio Credit Quality

→

Bad Credit Event

→

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Top Ten Holdings

Investment Objective

Fund House Detail

AMC Name

Scheme Document

Address

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