Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Short Term Credit Risk Fund-Appreciation -76.81 -21.58 0.12 4.36 6.27 5.73
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL A Short Term Bond Index N/A N/A N/A N/A N/A N/A
CRISIL Composite AA Short Term Bond Index N/A N/A N/A N/A N/A N/A
CRISIL Ultra Short Term Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Short Term Credit Risk Fund-Appreciation Jul 30, 2002 0.12 4.36 6.27 1.30 393.24
HDFC Credit Risk Debt Fund - Growth Option Mar 25, 2014 8.11 7.45 8.45 1.45 15,415.47
ICICI Prudential Credit Risk Fund - Growth Dec 03, 2010 7.99 7.84 8.28 1.64 10,941.85
Reliance Credit Risk Fund - Growth Plan Jun 10, 2005 4.88 6.49 7.60 1.53 8,533.99
Franklin India Credit Risk Fund - Growth Dec 07, 2011 8.31 8.36 8.59 1.58 7,124.75
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH Jul 14, 2004 7.28 7.24 8.41 1.54 5,396.93

Fund Holdings as on 31-May-2019

  • Piramal Enterprises Ltd - 8.13% - 27/06/2019**

  • Essel Mining & Industries Ltd - 20/06/2019**

  • National Bank for Agricultural & Rural Development - 13/03/2020**

  • Uttar Pradesh Power Corporation Ltd - 9.75% - 18/10/2019**

  • Igarashi Motors Sales Pvt Ltd - 8.08652% - 28/02/2020**

  • IKF Finance Ltd - 11.521668% - 28/03/2021**

  • Kogta Financial (India) Ltd - 11.153705% - 17/02/2021**

  • TATA Power Renewable Energy Ltd - 24/06/2019**

  • Dewan Housing Finance Corporation Ltd - 11.55% - 12/09/2019**

  • Dewan Housing Finance Corporation Ltd - 9.1% - 16/08/2019**

  • The Federal Bank Ltd - 06/06/2019**

  • Haldiram Snacks Private Ltd - 7.7% - 04/12/2020**

  • Tata Power Solar Systems - 19/06/2019**

  • Cash and Other Net Current Assets

  • LIC Housing Finance Ltd - 9.22% - 06/12/2019**

  • Oriental Nagpur Betul Highway ltd - 8.28% - 30/03/2020**

  • The Supreme Industries Ltd - 20/06/2019**

  • Vedanta Ltd - 9.18% - 02/07/2021**

  • Oriental Nagpur Betul Highway ltd - 8.28% - 30/09/2020**

  • Talwandi Sabo Power Ltd - 9.23% - 30/07/2021**

  • REC Ltd - 7.24% - 21/10/2021**

  • IIERT-August 2017 - 8.6395% - 16/02/2022**

  • CBLO

  • Uttar Pradesh Power Corporation Ltd - 9.75% - 20/10/2020**

  • Ess Kay Fincorp Ltd - 10.345602% - 27/12/2019**

  • Rent a Device Trust - 9.0692% - 28/09/2019**

  • Rent a Device Trust - 9.7108% - 28/06/2020**

  • TATA Power Renewable Energy Ltd - 12/06/2019**

  • Rent a Device Trust - 10.0495% - 28/12/2020**

  • Rent a Device Trust - 9.4954% - 28/03/2020**

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  • Miscellaneous

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About Sundaram Short Term Credit Risk Fund

Scheme Analysis

Sundaram Short Term Credit Risk Fund is a Debt - Credit Risk Fund fund and belongs to Sundaram Mutual Fund. It was launched on 30-Jul-2002 and currently has an AUM of ₹393.24 crore. Sundaram Short Term Credit Risk Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL A Short Term Bond Index as primary index and CRISIL Composite AA Short Term Bond Index as primary index and CRISIL Ultra Short Term Debt Index as secondary index.

The NAV of Sundaram Short Term Credit Risk Fund ended up ₹0.01(0.05%)yesterday to ₹25.64.

Among its top 3 holdings the fund has exposure to Piramal Enterprises Ltd - 8.13% - 27/06/2019**, Essel Mining & Industries Ltd - 20/06/2019** and National Bank for Agricultural & Rural Development - 13/03/2020**

The Sundaram Short Term Credit Risk Fund is managed by Sandeep Agarwal .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • CARE A

  • CARE BBB-

  • Cash

  • CRISIL A+ (SO)

  • CRISIL A1+

  • CRISIL A1+ (SO)

  • CRISIL AA

  • CRISIL AA (SO)

  • CRISIL AAA

  • CRISIL AAA (SO)

  • ICRA AA

  • ICRA AA- (SO)

  • ICRA AAA (SO)

  • IND A+ (SO)

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