Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Short Term Credit Risk Fund Growth

Sundaram Short Term Credit Risk Fund Growth

Debt
Credit Risk
Moderate Risk
5.21%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Dec 2020₹26.35
Min. SIP AmountNA
Rating2star
Fund Size₹115.96 Cr

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

Pros and cons

Category: Debt Credit Risk

Pros

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

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: 1.4190282%

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

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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