INDProtect
Overview (as on 29 Dec 2020)
NAV
₹10.6764
1y returns
5.699%
Fund AUM
₹116 Cr
Expense Ratio
0.69%
Min SIP
₹100
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
4.55% projected returns
₹0
8.85% projected returns
₹0
7.99% projected returns
₹0
8.03% projected returns
₹0
8.15% projected returns
₹0
8.50% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Cash Equivalent
46.03%
Corporate
39.78%
Government
12.87%
Securitized
1.31%
Debt Credit Ratings
AAA
100.00%
Key Metrics
Modified Duration
0.36 yr
Average Maturity
0.39 yr
Yield to Maturity
3.87%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Axis Bank Limited
CRISIL A1+
Debt
8.33%
Fund Details
Investment Objectives
"To generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds"
Scheme Name
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Payout
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
01 June, 2016
Fund Manager
Sandeep Agarwal
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
NA
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.67% | 5.70% | |
| Direct | 0.67% | 5.70% | |
| Direct | 0.67% | 5.70% | |
| Direct | 0.67% | 5.70% | |
| Direct | 0.67% | 2.85% | |
| Direct | 0.67% | -- | |
| Direct | 0.67% | 5.70% | |
| Regular | 1.32% | 5.25% | |
| Regular | 1.32% | 5.25% | |
| Regular | 1.32% | 5.25% | |
| Regular | 1.32% | 3.26% | |
| Regular | 1.32% | -- | |
| Regular | 1.32% | 5.26% |
Peer Funds
Sundaram Short Term Credit Risk Fund Direct Pla...
NAV
₹10.6764
INDmoney Analysis
Return Score
Average
Risk Score
Excellent
Credit Quality
High
Interest Rate Sensitivity
Low
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Top 20 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Manager
Sandeep Agarwal
leader
Work Experience
"-"
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