NO GRAPH DATA TO DISPLAY
1M
6M
1Y
3Y
5Y
All
| NAV: 04 Sep 2020 | ₹3,231.01 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹14.29Cr |
Holdings (2)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
National Bank For Agriculture & Rural Development | Financial | Debenture | 15.09% |
Reserve Bank of India | Financial | T-Bills | 0.83% |
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Debt Credit Risk
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 12.3% | 6.6% | 7.4% | 8.0% |
| Category average | 9.4% | 7.3% | 7.5% | NA |
| Rank with in category | 1 | 7 | NA | NA |
Understand terms
Peer Comparison
| Debt, Credit Risk funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Aditya Birla Sun Life Credit Risk Fund Direct Growth | 4 | 17.0% | 11.2% | 963.57 |
SBI Credit Risk Fund Direct Growth | 3 | 9.0% | 8.0% | 2,259.29 |
Nippon India Credit Risk Fund Direct Growth | 4 | 9.3% | 7.9% | 988.86 |
Baroda BNP Paribas Credit Risk Fund Direct Growth | 4 | 9.0% | 7.8% | 175.93 |
UTI Credit Risk Fund Direct Growth | 3 | 8.6% | 7.2% | 296.93 |
Expense ratio, exit load and tax
Expense ratio: 0.82%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
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Check past data
Fund management
Gurvinder Singh WasanJan 2018 - PresentView details
Gurvinder Singh Wasan
Jan 2018 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining JM Mutual Fund, he has worked with Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comCompare funds
Principal Credit Risk Fund Direct Growth
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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