Overview (as on 19 Oct 2020)

NAV

₹11.8812

1y returns

6.37%

Fund AUM

₹116 Cr

Expense Ratio

0.69%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Cash Equivalent
81.49%
Corporate
17.23%
Securitized
1.28%
Debt Credit Ratings
AAA
97.17%
A
2.83%

Key Metrics

Modified Duration 

0.36 yr

Average Maturity 

0.39 yr

Yield to Maturity 

3.87%

Top 10 Holdings

  • Holding Name

    Type

    Holding Percentage

  • 182 DTB 19112020

    Sovereign | Low Risk

    Debt

    12.74%

  • Debt

    8.94%

  • Oriental Nagpur Betul Highway Private Limited

    CRISIL AAA

    Debt

    8.56%

  • Godrej Industries Limited

    CRISIL A1+ | Low Risk

    Debt

    8.55%

  • ICICI Bank Limited

    ICRA A1+ | Low Risk

    Debt

    8.54%

  • Astec Lifesciences Limited

    ICRA A1+ | Low Risk

    Debt

    8.53%

  • The Tata Power Company Limited

    CRISIL A1+ | High Risk

    Debt

    6.84%

  • TVS Credit Services Limited

    CRISIL A1+

    Debt

    6.82%

  • Cash And Other Net Current Assets^

    Low Risk

    Cash

    5.61%

  • Bank of Baroda

    ICRA A1+ | Low Risk

    Debt

    5.57%

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 Dividend Payout Option
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
26 February, 2015
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 NamePlan TypeExpense Ratio1yr Returns
Sundaram Short Term Credit Risk Fund - Direct Plan - Growth Option
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Direct Plan Dividend Reinvestment Option
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Reinvestment
Direct0.69%3.52%
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend ReinvestmentNRDirect0.69%--
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Reinvestment
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Direct Plan Dividend Sweep Option
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Payout
Direct0.69%3.52%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Sweep
Direct0.69%3.52%
Sundaram Short Term Credit Risk Fund Direct Plan Quarterly Dividend PayoutNRDirect0.69%--
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend PayoutNRDirect0.69%--
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend SweepNRDirect0.69%--
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Payout
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Sweep
Direct0.69%6.39%
Sundaram Short Term Credit Risk Fund Dividend Reinvestment
Regular1.43%5.61%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Reinvestment
Regular1.43%3.62%
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend ReinvestmentNRRegular1.43%--
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Reinvestment
Regular1.43%5.61%
Sundaram Short Term Credit Risk Fund Dividend Payout
Regular1.43%5.61%
Sundaram Short Term Credit Risk Fund Dividend Sweep
Regular1.43%5.61%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Sweep
Regular1.43%3.62%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Payout
Regular1.43%3.62%
Sundaram Short Term Credit Risk Fund Regular Plan Half Yearly Dividend PayoutNRRegular1.43%--
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend SweepNRRegular1.43%--
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend PayoutNRRegular1.43%--
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Payout
Regular1.43%5.61%
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Sweep
Regular1.43%5.61%

Peer Funds

Sundaram Short Term Credit Risk Fund Direct Pla...

NAV

₹11.8812

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    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 Managers

Sandeep Agarwal
Sandeep Agarwal

Manager

Work Experience
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Sandeep Agarwal
Sandeep Agarwal

leader

Work Experience
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