Sundaram Short Term Credit Risk Fund Direct Growth+0.03%

5Groww
-5.09%
1 Year Return
Debt
Credit Risk
5.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.64%
NAV25.6 (22 Aug 2019)
Fund Started27 Feb 2015
Fund Size321 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Credit Risk Fund Direct Growth
-5.1%
3.5%
NA
5.2%
Category Average
0.7%
4.6%
7.7%
-
Rank within category
15
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
    30
    with -5.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Tata Projects Ltd.ConstructionCP7.8%
    Essel Mining Industries Ltd.EnergyCP7.8%
    Tata Power Solar Systems Ltd.EngineeringCP7.8%
    Equitas Small Finance Bank Ltd.FinancialCD7.8%
    Igarashi Motors India Ltd.EngineeringZCB7.1%
    IKF Finance Ltd.FinancialDebenture6.3%
    Kogta Financial India Ltd.FinancialDebenture5.4%
    Haldiram Snacks Pvt. Ltd.FMCGNCD4.8%
    Tata Motors Finance Ltd.FinancialDebenture3.7%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture3.7%
    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 Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 27 Feb 2015. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹321 Cr and the Latest NAV as of 22 Aug 2019 is ₹25.6.

    The Sundaram Short Term Credit Risk Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. 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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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