Sundaram Short Term Wk IDCW-R
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1–3 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.8%
Sharpe Ratio-0.55
Beta1.77
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
INF903JA1KK1
ISINDailyDealing Frequency
CRISIL Short Dur Debt A-II TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)