Sundaram Short Term Credit Risk Fund Dividend Half Yearly+0.02%

2
5.86%
1 Year Return
Debt
Credit Risk
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Dividend Half Yearly

RiskModerate
Min SIP Amount₹250
Expense Ratio1.43%
NAVNA
Fund Started03 Mar 2017
Fund Size117 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Credit Risk Fund Dividend Half Yearly
5.9%
2.0%
4.0%
5.4%
Category Average
-0.8%
0.9%
3.7%
-
Rank within category
9
NA
NA
-
*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. Age is more than 10 years
    2. Exit load is zero
    Cons
    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

    Top Holdings

    NameSectorInstrument% Assets
    Reserve Bank of IndiaFinancialT-Bills12.7%
    REC Ltd.FinancialNCD8.9%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture8.6%
    Godrej Industries Ltd.FMCGCP8.6%
    ICICI Bank Ltd.FinancialCD8.5%
    Astec Lifesciences Ltd.HealthcareCP8.5%
    Tata Power Co. Ltd.EnergyCP6.8%
    TVS Credit Services Ltd.FinancialCP6.8%
    Bank Of BarodaFinancialCD5.6%
    Tata Power Renewable Energy Ltd.EngineeringCP4.3%
    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

    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 ₹117 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.

    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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