Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
As on 21 Nov 2024
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
DebtNAV
₹ 45.41
CAGR (3 Years)
6.59%
AUM (Cr)
₹ 222.93
Risk
Moderate Risk
About Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
To generate regular income and capital aprreciation through investments in debt instruments and related securities
Breakdown of this Fund
Debt Others
100.40%
Govt. Securities
136.85%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
0.99
Exit Load
1.00% - If redeemed on or before 1 year from the date of allotment. NIL - If red...
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.