Sundaram Short Term Credit Risk Fund Direct Growth+0.03%

5Groww
-5.09%
1 Year Return
Debt
Credit Risk
5.0 star
6M
1Y
3Y
All

Fund Details

Sundaram Short Term Credit Risk Fund Direct Growth

RiskVery Low
Min SIP Amount₹500
Expense Ratio0.64%
NAV26.89 (09 Jul 2019)
Fund Started27 Feb 2015
Fund Size183 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Credit Risk Fund Direct Growth
-5.1%
3.5%
NA
5.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    RKN Retail Pvt. Ltd.Consumer GoodsZCB6.8%
    I K F Finance Ltd.Financial ServicesZCB5.9%
    9.57 Grand View Estates Private Ltd. Mar 27 2019 ConstructionDebentures5.9%
    Tata Power Renewable Energy Ltd. (89D)EnergyCP5.9%
    Redington India Ltd. (42D)ServicesCP5.9%
    8.13 Piramal Enterprises Ltd Jun 27 2019 PharmaDebentures5.9%
    Ujjivan Small Finance Bank Ltd.Financial ServicesCD5.8%
    9.75 UP Power Corporation Ltd. Oct 18 2019 EnergyBond5.5%
    7.7 Haldiram Snacks Private Ltd. Dec 4 2020 Consumer GoodsDebentures5.3%
    8.08652 Igarashi Motors India Ltd. Aug 28 2020 AutomobileDebentures5.3%
    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

    Other Details

    Sundaram Short Term Credit Risk Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 27 Feb 2015. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Credit Risk Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹183 Cr and the Latest NAV as of 09 Jul 2019 is ₹26.89.

    The Sundaram Short Term Credit Risk Fund Direct Growth is rated Very Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The primary investment objective of the scheme is to obtain high yields by investing in fixed income securities. Capital appreciation is secondary objective when consistent with its primary objective.

    Tax Implications

    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
    Sundaram
    Address
    NA
    Email
    NA
    Website
    NA
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