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Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly+0.01%

5.65%
1 Year Return
Debt
Credit Risk
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.69%
NAVNA
Fund Started03 Jan 2017
Fund Size116 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.7%
2.5%
4.8%
5.4%
Category Average
0.5%
1.3%
3.8%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.7% returns per annum

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%
Steel Authority Of India Ltd.MetalsCP8.6%
Tata Power Co. Ltd.EnergyCP8.6%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture8.6%
Axis Bank Ltd.FinancialCD8.4%
Bahadur Chand Investments Pvt. Ltd.FinancialCP5.1%
REC Ltd.FinancialNCD4.5%
LIC Housing Finance Ltd.FinancialDebenture4.4%
Reserve Bank of IndiaFinancialT-Bills4.3%
See All

Fund Managers

Sandeep Agarwal
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Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly Details

Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 03 Jan 2017. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹116 Cr and the Latest NAV as of is ₹0.00.

The Sundaram Short Term Credit Risk Fund Direct Dividend Quarterly 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
NA
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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