Fund Details
Sundaram Short Term Credit Risk Fund Dividend Half Yearly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.43% |
| NAV | NA |
|---|---|
| Fund Started | 03 Mar 2017 |
| Fund Size | ₹116 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
5. 3Y Returns are higher than the category average returns
6. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 9.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.8% |
| Steel Authority Of India Ltd. | Metals | CP | 8.6% |
| Tata Power Co. Ltd. | Energy | CP | 8.6% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 8.6% |
| Axis Bank Ltd. | Financial | CD | 8.4% |
| Bahadur Chand Investments Pvt. Ltd. | Financial | CP | 5.1% |
| REC Ltd. | Financial | NCD | 4.5% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.4% |
| Reserve Bank of India | Financial | T-Bills | 4.3% |
Fund Managers
Sundaram Short Term Credit Risk Fund Dividend Half Yearly Details
Sundaram Short Term Credit Risk Fund Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 03 Mar 2017. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Dividend Half Yearly 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 Dividend Half Yearly 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.
