Home Mutual FundsSundaram Short Term Credit Risk Fund - Direct Plan - Growth Option

Overview (as on 20 Oct 2020)

NAV

₹27.5545

1y returns

6.4%

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

Pre-Tax

Post-Tax

Sundaram Short Term Credit Risk Fund - Direct Plan - Growth Option

₹0

3.61% projected returns

HDFC Credit Risk Debt Fund Direct Plan Growth Option

₹0

6.82% projected returns

ICICI Prudential Credit Risk Fund Direct Plan Growth

₹0

6.01% projected returns

SBI Credit Risk Fund Direct Plan Growth

₹0

5.91% projected returns

Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth

₹0

6.64% projected returns

Kotak Credit Risk Fund Growth Direct

₹0

7.01% projected returns

Asset Allocation

Debt & Cash (100.00%)

Sector Allocation

Cash Equivalent

81.49%

Corporate

17.23%

Securitized

1.28%

Debt Credit Ratings

AAA

97.17%

2.83%

Key Metrics

Modified Duration

0.36 yr

Average Maturity

0.39 yr

Yield to Maturity

3.87%

Top 10 Holdings

All

Equity

Debt & Cash

Holding Name
Type
Holding Percentage
182 DTB 19112020
Sovereign | Low Risk
Debt
12.74%
Rural Electrification Corporation Limited
CRISIL AAA | Low Risk
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 - Growth Option

Scheme Document

Click Here

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

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
Sundaram Short Term Credit Risk Fund Direct Plan Dividend Reinvestment Option	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Reinvestment	Direct	0.69%	3.53%
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend ReinvestmentNR	Direct	0.69%	--
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Reinvestment	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Direct Plan Dividend Payout Option	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Direct Plan Dividend Sweep Option	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Payout	Direct	0.69%	3.53%
Sundaram Short Term Credit Risk Fund Direct Plan Monthly Dividend Sweep	Direct	0.69%	3.53%
Sundaram Short Term Credit Risk Fund Direct Plan Quarterly Dividend PayoutNR	Direct	0.69%	--
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend PayoutNR	Direct	0.69%	--
Sundaram Short Term Credit Risk Fund Direct Plan Fortnightly Dividend SweepNR	Direct	0.69%	--
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Payout	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Direct Plan Weekly Dividend Sweep	Direct	0.69%	6.40%
Sundaram Short Term Credit Risk Fund Dividend Reinvestment	Regular	1.43%	5.62%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Reinvestment	Regular	1.43%	3.63%
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend ReinvestmentNR	Regular	1.43%	--
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Reinvestment	Regular	1.43%	5.62%
Sundaram Short Term Credit Risk Fund Dividend Payout	Regular	1.43%	5.62%
Sundaram Short Term Credit Risk Fund Dividend Sweep	Regular	1.43%	5.62%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Sweep	Regular	1.43%	3.63%
Sundaram Short Term Credit Risk Fund Regular Plan Monthly Dividend Payout	Regular	1.43%	3.63%
Sundaram Short Term Credit Risk Fund Regular Plan Half Yearly Dividend PayoutNR	Regular	1.43%	--
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend SweepNR	Regular	1.43%	--
Sundaram Short Term Credit Risk Fund Regular Plan Fortnightly Dividend PayoutNR	Regular	1.43%	--
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Payout	Regular	1.43%	5.62%
Sundaram Short Term Credit Risk Fund Regular Plan Weekly Dividend Sweep	Regular	1.43%	5.62%

Peer Funds

ICICI Prudential Credit Risk Fund Direct Plan Growth

DebtCredit RiskDirectModerate Risk

1 yr returns

10.96%

AUM

₹6,563 Cr

Expense Ratio

0.96%

HDFC Credit Risk Debt Fund Direct Plan Growth Option

DebtCredit RiskDirectModerate Risk

1 yr returns

10.68%

AUM

₹6,189 Cr

Expense Ratio

1.13%

SBI Credit Risk Fund Direct Plan Growth

DebtCredit RiskDirectModerate Risk

1 yr returns

9.78%

AUM

₹3,721 Cr

Expense Ratio

0.93%

Kotak Credit Risk Fund Growth Direct

DebtCredit RiskDirectModerately Low risk

1 yr returns

7.33%

AUM

₹1,905 Cr

Expense Ratio

0.67%

Aditya Birla Sun Life Credit Risk Fund Direct Plan Growth

DebtCredit RiskDirectModerate Risk

1 yr returns

5.93%

AUM

₹1,742 Cr

Expense Ratio

1.01%

Sundaram Short Term Credit Risk Fund - Direct P...

NAV

₹27.5545

Name: Sundaram Short Term Credit Risk Fund - Direct Plan - Growth Option
Brand: Sundaram Asset Management Company Ltd
SKU: F00000PDF8
Price: 27.5545 INR
Availability: InStock
Rating: 3 (5 reviews)

INDmoney Analysis

Return Score

Below Average

Fund is in Bottom 50 percent in its Category

Return score is based upon:

Benchmark out performance

Consistency of returns

Indicative yields

Risk Score

Excellent

Fund is in Top 20 percent in its Category

Risk score is based upon:

Market sensitivity

Credit risk

Underlying maturity

Credit Quality

High

Fund has high quality bonds and commercial papers

Credit Quality is based upon:

Long term credit rating

Credit rating outlook

Probability of default

Interest Rate Sensitivity

Low

Based on credit rating and modified duration of underlying instruments

Fund Managers

Sandeep Agarwal

Manager

Work Experience

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Sandeep Agarwal

leader

Work Experience

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