INDProtect

Overview (as on 29 Dec 2020)

NAV

₹11.3002

1y returns

5.25%

Fund AUM

₹116 Cr

Expense Ratio

1.32%

Min SIP

₹100

Fund Performance

Calculator

Asset Allocation

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 

0.94 yr

Average Maturity 

1.21 yr

Yield to Maturity 

3.6%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • Treps

    Cash

    13.81%

  • 91 DTB 03122020

    Sovereign

    Debt

    9.48%

  • Housing Development Finance Corporation Limited

    CRISIL AAA

    Debt

    8.81%

  • Steel Authority Of India Limited

    IND A1+

    Debt

    8.62%

  • The Tata Power Company Limited

    CRISIL A1+

    Debt

    8.62%

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 Payout of Income Distribution cum Capital Withdrawal
Scheme Document
Exit Load

After 0 Months : 0%

Plan Started
31 July, 2002
Fund Manager
Sandeep Agarwal
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Other Related Plans

Peer Funds

Sundaram Short Term Credit Risk Fund Payout of ...

NAV

₹11.3002

INDmoney Analysis

    warning

    Fund is in Top 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 Manager

Sandeep Agarwal
Sandeep Agarwal

leader

Work Experience
"-"

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