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Sundaram Short Term Credit Risk Fund Direct Growth-0.02%

5.94%
1 Year Return
Debt
Credit Risk
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Direct Growth

RiskModerate
Min SIP Amount₹250
Expense Ratio0.69%
NAV27.65 (01 Dec 2020)
Fund Started27 Feb 2015
Fund Size116 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.9%
2.6%
4.9%
5.5%
Category Average
0.3%
1.2%
3.8%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.9% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills9.5%
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.8%
    Astec Lifesciences Ltd.HealthcareCP8.6%
    Steel Authority Of India Ltd.MetalsCP8.6%
    Tata Power Co. Ltd.EnergyCP8.6%
    Axis Bank Ltd.FinancialCD8.3%
    REC Ltd.FinancialNCD4.5%
    LIC Housing Finance Ltd.FinancialDebenture4.4%
    Reserve Bank of IndiaFinancialT-Bills4.3%
    Reserve Bank of IndiaFinancialT-Bills4.3%
    See All

    Fund Managers

    Sandeep Agarwal
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    Sundaram Short Term Credit Risk Fund Direct Growth Details

    Sundaram Short Term Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 27 Feb 2015. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹116 Cr and the Latest NAV as of 01 Dec 2020 is ₹27.65.

    The Sundaram Short Term Credit Risk Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.

    Investment Objective

    The scheme seeks to generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds.

    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
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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