Sundaram Short Term Qt IDCW
Empty
1–3 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.2%
Sharpe Ratio1.08
Beta1.45
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Pnb Housing Finance LimitedUtilities5.68%
Power Finance Corporation LimitedUtilities5.68%
Export Import Bank Of IndiaUtilities5.66%
Rec LimitedUtilities5.61%
National Bank For Agriculture And Rural DevelopmentUtilities5.56%
Punjab National BankUtilities5.55%
6.45% Gujarat Sdl 2030Utilities5.53%
Union Bank Of IndiaUtilities5.51%
Cash And Other Net Current Assets^Utilities4.98%
Small Industries Development Bank Of IndiaUtilities4.50%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.8%
Regulatory & Tax Information
INF903JA1KE4
ISINDailyDealing Frequency
CRISIL Short Dur Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)