Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan

Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.

1. Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan has ₹211 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 0.3.
   

Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan has given a CAGR return of 0.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.61%, 7.35% and 7.75% respectively.

Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent, Industrial, Energy, Consumer Cyclical. Its top holdings are 7.1% Govt Stock 2034, 7.37% Govt Stock 2028, Bharti Telecom Limited, Power Finance Corporation Ltd., National Bank For Agriculture And Rural Development

As it is a short duration mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan has no lock in period.