Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 3.67 4.16 5.96 2.64 4.90 5.46
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 - Direct Plan - Growth Option Feb 27, 2015 Unrated 5.96 2.64 4.90 0.69 115.72
ICICI Prudential Credit Risk Fund - Direct Plan - Growth Jan 02, 2013 10.48 9.28 9.31 0.97 6,512.70
HDFC Credit Risk Debt Fund - Direct Option - Growth Option Mar 25, 2014 Unrated 10.85 8.57 9.26 1.13 6,336.01
SBI CREDIT RISK FUND - DIRECT PLAN -GROWTH Jan 02, 2013 9.69 8.04 8.72 0.93 3,713.64
Franklin India Credit Risk Fund - Direct - Growth Jan 01, 2013 Unrated -1.99 3.96 6.17 0.06 3,481.06
Kotak Credit Risk Fund - Growth - Direct Jan 01, 2013 Unrated 7.30 8.02 8.88 0.65 1,860.52

Fund Holdings as on 31-October-2020

  • TREPS

  • 91Days - T Bill 03/12/2020

  • Housing Development Finance Corporation Ltd - 6.22% - 10/12/2021

  • Astec LifeSciences Ltd - 27/11/2020**

  • Steel Authority of India Ltd - 04/12/2020**

  • Tata Power Company Ltd - 04/12/2020

  • Axis Bank Ltd - 22/10/2021**

  • Reverse Repo

  • REC Ltd - 7.24% - 31/12/2022**

  • LIC Housing Finance Ltd - 6.57% - 13/07/2021**

  • 91Days - T Bill 10/12/2020

  • 364 Days-T Bill 29042021

  • Rent a Device Trust - 10.3% - 28/03/2021** (Underlying Receivables of Reliance Retail)

  • Cash and Other Net Current Assets^

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  • Miscellaneous

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Fund Manager

  • CARE AAA

  • Cash

  • CRISIL A1+

  • CRISIL AAA

  • ICRA A1+

  • ICRA AAA(SO)

  • IND A1+

  • Sov

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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 27-Feb-2015 and currently has an AUM of ₹115.72 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 down ₹0(-0.02%)yesterday to ₹27.6456.

Among its top 3 holdings the fund has exposure to TREPS, and

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