1M
6M
1Y
3Y
5Y
All
| NAV: 29 Dec 2020 | ₹27.71 |
| Min. SIP amount | Not Supported |
| Rating | 2 |
| Fund size | ₹115.96Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Credit Risk
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.7% | 2.5% | 4.8% | 5.4% |
| Category average | 8.2% | 9.0% | 6.5% | NA |
| Rank with in category | 11 | NA | 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 | 12.9% | 9.4% | 916.98 |
Baroda BNP Paribas Credit Risk Fund Direct Growth | 4 | 9.1% | 7.4% | 167.40 |
SBI Credit Risk Fund Direct Growth | 3 | 8.7% | 7.3% | 2,344.80 |
Nippon India Credit Risk Fund Direct Growth | 4 | 9.0% | 7.3% | 1,020.09 |
UTI Credit Risk Fund Direct Growth | 4 | 8.7% | 6.7% | 330.25 |
Holdings (13)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 9.48% |
Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.81% |
Steel Authority Of India Ltd. | Metals | CP | 8.62% |
Tata Power Co. Ltd. | Energy | CP | 8.62% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 8.61% |
Axis Bank Ltd. | Financial | CD | 8.35% |
Bahadur Chand Investments Pvt. Ltd. | Financial | CP | 5.08% |
REC Ltd. | Financial | NCD | 4.54% |
LIC Housing Finance Ltd. | Financial | Debenture | 4.38% |
Reserve Bank of India | Financial | T-Bills | 4.31% |
ICICI Bank Ltd. | Financial | CD | 4.31% |
Reserve Bank of India | Financial | T-Bills | 4.26% |
Reliance Retail Ltd. | Services | Securitised Debt | 1.31% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.68%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Sandeep AgarwalJan 2013 - PresentView details
Sandeep Agarwal
Jan 2013 - Present
View details
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
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Short Term Credit Risk Fund Direct Growth
VS
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