Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Short Term Credit Risk Fund IDCW Monthly

Sundaram Short Term Credit Risk Fund IDCW Monthly

Debt
Credit Risk
Moderate Risk
5.21%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Dec 2020₹10.91
Min. SIP amountNA
Rating2star
Fund size₹115.96 Cr

Returns and rankings

Category: Debt Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.2%1.9%3.8%5.4%
Category average7.9%1.7%3.6%NA
Rank with in category10NANANA
Understand termsinfo

Holdings (13)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills9.5%
FinancialDebenture8.8%
MetalsCP8.6%
EnergyCP8.6%
National Bank For Agriculture & Rural Development
FinancialDebenture8.6%
FinancialCD8.4%
Bahadur Chand Investments Pvt. Ltd.
FinancialCP5.1%
FinancialNCD4.5%
FinancialDebenture4.4%
Reserve Bank of India
FinancialT-Bills4.3%
See All

Pros and cons

info
Category: Debt Credit Risk
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Pros

Age is more than 10 years
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.42%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sandeep Agarwal
Jun 2012 - Present
View details
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Fund house & investment objective

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Fund house contact details

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