| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.69% |
| NAV | ₹11.06 (13 Aug 2020) |
|---|---|
| Fund Started | 29 Sep 2015 |
| Fund Size | ₹118 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 16.9% |
| LIC Housing Finance Ltd. | Financial | NCD | 8.9% |
| REC Ltd. | Financial | NCD | 8.8% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 8.5% |
| Axis Bank Ltd. | Financial | CD | 8.4% |
| Astec Lifesciences Ltd. | Healthcare | CP | 7.6% |
| Bank Of Baroda | Financial | CD | 7.1% |
| Tata Power Co. Ltd. | Energy | CP | 6.7% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 4.2% |
| Tata Power Renewable Energy Ltd. | Engineering | CP | 4.2% |
Sundaram Short Term Credit Risk Fund Direct Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 29 Sep 2015. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹118 Cr and the Latest NAV as of 13 Aug 2020 is ₹11.06.
The Sundaram Short Term Credit Risk Fund Direct Dividend Monthly is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.