Name: Sundaram Short Term Credit Risk Fund Direct IDCW
Brand: Sundaram Mutual Fund

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Sundaram Short Term Credit Risk Fund Direct IDCW
Debt
Credit Risk
Moderate Risk
5.65%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Dec 2020₹11.95
Min. SIP amount₹250
Rating2star
Fund size₹115.96 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.7%2.5%4.8%5.4%
Category average7.9%1.7%3.6%NA
Rank with in category11NANANA
Understand termsinfo
Holdings (13)NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills9.5%
Housing Development Finance Corpn. Ltd.
FinancialDebenture8.8%
Steel Authority Of India Ltd.
MetalsCP8.6%
Tata Power Co. Ltd.
EnergyCP8.6%
National Bank For Agriculture & Rural Development
FinancialDebenture8.6%
Axis Bank Ltd.
FinancialCD8.4%
Bahadur Chand Investments Pvt. Ltd.
FinancialCP5.1%
REC Ltd.
FinancialNCD4.5%
LIC Housing Finance Ltd.
FinancialDebenture4.4%
Reserve Bank of India
FinancialT-Bills4.3%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and consinfo
Category: Debt Credit Risk
thumb_up_altPros
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
thumb_down_altCons
Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
0.68%
30 Nov 2020 - 31 Mar 2021
0.69%
31 Oct 2020 - 30 Nov 2020
0.69%
30 Sep 2020 - 31 Oct 2020
0.69%
31 Aug 2020 - 30 Sep 2020
0.69%
31 Jul 2020 - 31 Aug 2020
0.69%
30 Jun 2020 - 31 Jul 2020
0.69%
31 May 2020 - 30 Jun 2020
0.69%
30 Apr 2020 - 31 May 2020
0.69%
31 Mar 2020 - 30 Apr 2020
0.69%
29 Feb 2020 - 31 Mar 2020
0.69%
31 Jan 2020 - 29 Feb 2020
0.69%
31 Dec 2019 - 31 Jan 2020
0.69%
30 Nov 2019 - 31 Dec 2019
0.69%
31 Oct 2019 - 30 Nov 2019
0.69%
30 Sep 2019 - 31 Oct 2019
0.64%
31 Aug 2019 - 30 Sep 2019
0.64%
31 Jul 2019 - 31 Aug 2019
0.64%
30 Jun 2019 - 31 Jul 2019
0.64%
31 May 2019 - 30 Jun 2019
0.67%
30 Apr 2019 - 31 May 2019
0.68%
31 Mar 2019 - 30 Apr 2019
0.66%
28 Feb 2019 - 31 Mar 2019
0.66%
31 Jan 2019 - 28 Feb 2019
0.66%
31 Dec 2018 - 31 Jan 2019
0.67%
30 Nov 2018 - 31 Dec 2018
0.69%
31 Oct 2018 - 30 Nov 2018
0.42%
30 Sep 2018 - 31 Oct 2018
0.42%
31 Aug 2018 - 30 Sep 2018
0.42%
31 Jul 2018 - 31 Aug 2018
0.46%
30 Jun 2018 - 31 Jul 2018
0.46%
31 May 2018 - 30 Jun 2018
0.41%
30 Apr 2018 - 31 May 2018
0.44%
31 Mar 2018 - 30 Apr 2018
0.42%
28 Feb 2018 - 31 Mar 2018
0.42%
31 Jan 2018 - 28 Feb 2018
0.44%
31 Dec 2017 - 31 Jan 2018
0.43%
30 Nov 2017 - 31 Dec 2017
0.41%
31 Oct 2017 - 30 Nov 2017
0.44%
Expense ratio, exit load and taxExpense ratio: 0.68%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250
Fund managementSandeep Agarwal
Jan 2013 - Present
View details
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Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular IDCW Half Yearly
Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Corporate Bond Fund Regular IDCW Monthly
Sundaram Corporate Bond Fund Regular IDCW Quarterly
Sundaram Corporate Bond Fund Regular IDCW Half Yearly
Sundaram Corporate Bond Fund Regular IDCW Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Short Term Credit Risk Fund IDCW
Sundaram Short Term Credit Risk Fund Growth
Sundaram Short Term Debt Fund IDCW Quarterly
Sundaram Short Term Debt Fund IDCW Half Yearly
Sundaram Short Term Debt Fund IDCW Yearly
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund IDCW Weekly
Sundaram Short Term Debt Fund IDCW Fortnightly
Sundaram Short Term Debt Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Short Term Debt Fund Bonus
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct IDCW Monthly
Sundaram Corporate Bond Fund Direct IDCW Quarterly
Sundaram Corporate Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct IDCW
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Short Term Debt Fund Direct Plan IDCW Weekly
Sundaram Short Term Debt Fund Direct Plan IDCW Quarterly
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly
Sundaram Short Term Debt Fund Direct Plan IDCW Monthly
Sundaram Short Term Debt Fund Direct Plan Bonus
Sundaram Short Term Debt Fund Direct Plan IDCW Half Yearly
Sundaram Medium Term Bond Fund Direct IDCW Quarterly
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Medium Term Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct IDCW Fortnightly
Sundaram Short Term Credit Risk Fund Direct IDCW Monthly
Sundaram Short Term Credit Risk Fund Direct IDCW Quarterly
Sundaram Short Term Credit Risk Fund Direct IDCW Weekly
Sundaram Short Term Credit Risk Fund IDCW Quarterly
Sundaram Short Term Credit Risk Fund IDCW Monthly
Sundaram Short Term Credit Risk Fund IDCW Half Yearly
Sundaram Short Term Credit Risk Fund IDCW Weekly
Sundaram Fixed Term Plan HS Regular Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IH Regular Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Fund house & investment objective
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Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM32,095.30 Cr
Date of Incorporation26 Feb 1996
Sundaram Short Term Credit Risk Fund Direct IDCW is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to inve
Sundaram Short Term Credit Risk Fund Direct IDCW is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 29 Dec 2020 is ₹11.95.
The Sundaram Short Term Credit Risk Fund Direct IDCW is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000. ...Read more
Investment Objective
The scheme seeks to generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds.
The scheme seeks to generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds.
Fund benchmarkGroww Debt Benchmark
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	5.7%	2.5%	4.8%	5.4%
Category average	7.9%	1.7%	3.6%	NA
Rank with in category	11	NA	NA	NA

Name	Sector	Instrument	Assets
Reserve Bank of India	Financial	T-Bills	9.5%
Housing Development Finance Corpn. Ltd.	Financial	Debenture	8.8%
Steel Authority Of India Ltd.	Metals	CP	8.6%
Tata Power Co. Ltd.	Energy	CP	8.6%
National Bank For Agriculture & Rural Development	Financial	Debenture	8.6%
Axis Bank Ltd.	Financial	CD	8.4%
Bahadur Chand Investments Pvt. Ltd.	Financial	CP	5.1%
REC Ltd.	Financial	NCD	4.5%
LIC Housing Finance Ltd.	Financial	Debenture	4.4%
Reserve Bank of India	Financial	T-Bills	4.3%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹500

Rating	2
Fund size	₹115.96 Cr