₹ 193.82 Cr
0.85%
Nifty Short duration Debt Index A-II
INF903JA1KJ3
5000.0
0.0
250
Dwijendra Srivastava, Sandeep Agarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Plan Annual IDCW | 6.6 | - | - |
Benchmark | - | - | - |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
7.18% GOI 14/08/2033 | 15.62 |
Others | 15.0 |
7.06% GOI 10/04/2028 | 7.74 |
7.69% REC Ltd. 31/03/2033 | 5.23 |
7.38% GOI 20/06/2027 | 5.2 |
7.77% Power Finance Corporation Ltd. 15/04/2028 | 5.19 |
7.62% National Bank For Agriculture & Rural Development 10/05/2029 | 5.15 |
7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025 | 5.14 |
8.9% Bharti Telecom Ltd. 04/12/2025 | 3.61 |
7.95% LIC Housing Finance Ltd. 29/01/2028 | 2.59 |
Sector | Holdings (%) |
---|---|
Financial | 40.97 |
Sovereign | 31.14 |
Others | 21.7 |
Communication | 3.61 |
Construction | 2.58 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Short Duration Fund Reg Plan Annual IDCW | 0.0 |
ICICI Pru Short Term Gr | 7.03 |
HDFC Short Term Debt Gr | 6.91 |
UTI Short Duration Fund Reg Gr | 7.67 |
ABSL Short Term Gr Reg | 6.76 |
Nippon India Short Term Gr | 6.47 |
Bandhan Bond Short Term Reg Gr | 6.25 |
Axis Short Term Reg Gr | 6.78 |
Invesco India Short Duration Gr | 5.85 |
Axis Short Term Ret Gr | 6.78 |