Sundaram Short Term Credit Risk Fund IDCW Quarterly

Debt
Credit Risk
Moderate Risk
1.86%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Jul 2020₹11.21
Min. SIP amountNot Supported
Rating2
Fund size₹115.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Credit Risk
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.2%1.9%3.8%5.4%
Category average13.7%5.8%4.1%NA
Rank with in category10NANANA
Understand terms

Holdings (13)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-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 Development
FinancialDebenture8.6%
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 India
FinancialT-Bills4.3%
See All

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sandeep Agarwal
Jun 2012 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
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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