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Fund Card

Sundaram Short Term Credit Risk Fund(G)

As on Sep-25-2020 change fund
26.08  up0.01 (0.02%)

fund objective

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

riskometer

Investors understand that their principal will be at moderately low risk

5-Years History
financial year2015-20162016-20172017-20182018-20192019-2020
NAV in Rs (as on 31-Mar-2020)22.2423.7725.3527.2125.42
Net Assets(Rs Crores) (as on 31-Mar-2020) 133.32 459.88 481.37 411.66 131.08
Scheme Returns(%)(Simple Ann.)8.026.706.577.20-6.70
B'mark Returns(%)(Simple Ann.)NANANANANA
Category Rank41/158138/14833/1542/2018/24
Quarterly performance - Last 5 years (Simple Ann. Ret. in %)
financial year Q1 Q2 Q3 Q4
2020-20216.88NANANA
2019-2020-22.52-15.436.195.95
2018-20195.196.368.648.47
2017-20186.767.215.396.81
2016-20176.507.875.966.35
Top 10 holdings
company (%)
No Data Found

Category

Credit Risk Fund

Launch Date

30-Jul-02

Scheme Benchmark

NA

AUM ( in Cr.)

116.92

portfolio price to book value

NA

investing style?

High Short

fund manager?

Sandeep Agarwal

inception date (regular plan)

30-Jul-02

expense ratio (regular plan) %

1.43

Alpha [%]

0.01

Beta [%]

0.00

Credit Ratings – Quality
Rating (%)
A1+53.38
AAA17.50
AAA(SO)3.75
Cash & Equivalent6.24
SOV16.99
A+(CE)2.14
Instrument Holdings
Instruments (%)
Commercial Paper35.00
Corporate Debt19.64
Certificate of Deposit18.38
Treasury Bills16.99
Cash & Cash Equivalents and Net Assets6.24

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
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  • 10Y
  • since Inception
performance comparision with similar schemes
scheme name investment style inception date AUM in Cr. 1W(%) 1M(%) 3M(%) 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Sundaram Short Term Credit Risk Fund(G)Low-Short 30-Jul-2002116.924.143.293.965.841.994.035.925.42BUYSIP
ICICI Pru Credit Risk Fund(G)Low-Mid 03-Dec-20106,503.1113.2312.7112.3110.077.968.29NA8.72BUYSIP
HDFC Credit Risk Debt Fund-(G)Medium-Mid 25-Mar-20146,180.767.6310.8512.229.277.148.19NA8.79BUYSIP
Kotak Credit Risk Fund(G)Low-Mid 11-May-20101,911.138.3313.8611.677.276.927.888.368.22BUYSIP
SBI Credit Risk Fund-Reg(G)Low-Mid 14-Jul-20043,764.578.5711.499.418.486.687.778.797.66BUYSIP
IDFC Credit Risk Fund-Reg(G)- 03-Mar-2017813.399.5411.166.747.306.45NANA6.82BUYSIP
Axis Credit Risk Fund-Reg(G)Medium-Mid 15-Jul-2014592.7610.449.189.488.135.566.85NA7.51BUYSIP
Aditya Birla SL Credit Risk Fund-Reg(G)- 22-Apr-20151,838.3410.5814.1115.273.215.197.10NA7.20BUYSIP
L&T Credit Risk Fund(G)Medium-Mid 08-Oct-2009269.5117.3616.9319.605.153.796.007.497.30BUYSIP
Baroda Credit Risk Fund-A(G)Low-Mid 23-Jan-2015276.9130.6720.6617.300.422.885.90NA6.43BUYSIP
Franklin India Credit Risk Fund(G)Low-Long 07-Dec-20113,375.7525.1015.613.12-5.442.355.00NA7.37BUYSIP
Invesco India Credit Risk Fund(G)High-Mid 04-Sep-2014146.513.884.825.788.142.205.11NA5.96BUYSIP
DSP Credit Risk Fund-Reg(G)Medium-Short 13-May-2003338.5473.9820.4811.425.712.004.926.926.45BUYSIP
PGIM India Credit Risk Fund-Reg(G)Medium-Mid 29-Sep-201475.413.5810.182.730.861.134.42NA5.56BUYSIP
Nippon India Credit Risk Fund-Inst(G)Medium-Mid 13-Jul-20091,489.2725.3011.838.98-7.710.173.786.436.52BUYSIP
IDBI Credit Risk Fund(G)Low-Mid 03-Mar-201438.059.429.7111.25-8.88-1.911.78NA3.63BUYSIP
UTI Credit Risk Fund-Reg(G)Medium-Mid 19-Nov-2012368.7120.5210.61-31.72-28.57-10.48-3.07NA1.28BUYSIP
BOI AXA Credit Risk Fund-Reg(G)- 27-Feb-201568.626.956.8820.23-45.29-32.72-17.87NA-15.50BUYSIP
Mahindra Manulife Credit Risk Fund-Reg(G)- 20-Aug-2018113.689.908.405.606.45NANANA6.45BUYSIP
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Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not an indicator of future returns. ARN-104974

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