Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly+0.03%

5Groww
-5.62%
1 Year Return
Debt
Credit Risk
5.0star
6M
1Y
3Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly

RiskModerate
Min SIP Amount₹250
Expense Ratio0.69%
NAVNA
Fund Started24 Apr 2017
Fund Size177 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly
-5.6%
3.2%
NA
5.4%
Category Average
0.4%
3.8%
6.8%
-
Rank within category
19
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -5.6% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Ujjivan Small Finance Bank Ltd.FinancialCD8.4%
    Punjab National BankFinancialCD8.4%
    Kogta Financial India Ltd.FinancialDebenture6.0%
    LIC Housing Finance Ltd.FinancialNCD5.7%
    REC Ltd.FinancialNCD5.7%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture5.7%
    DCB Bank Ltd.FinancialCD5.6%
    AU Small Finance Bank Ltd.FinancialCD5.6%
    Astec Lifesciences Ltd.HealthcareCP5.6%
    Tata Power Renewable Energy Ltd.EngineeringCP5.6%
    See All

    Fund Managers

    addSandeep Agarwal
    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.
    Funds Managed

    Other Details

    Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 24 Apr 2017. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly.The fund currently has an Asset Under Management(AUM) of ₹177 Cr and the Latest NAV as of is ₹0.00.

    The Sundaram Short Term Credit Risk Fund Direct Dividend Fortnightly is rated Moderate risk. Minimum SIP Investment is 250. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The primary investment objective of the scheme is to obtain high yields by investing in fixed income securities. Capital appreciation is secondary objective when consistent with its primary objective.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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