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Sundaram Short Term Credit Risk Fund

Sundaram Short Term Credit Risk Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

1.86

as on 29 Dec 2020

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 10,569 today.

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NAV Performance

Sundaram Short Term Credit Risk Fund performance graph for last 3 years
Performance of Sundaram Short Term Credit Risk Fund for last 3 Years

Fund Information

  • ₹ 26.352

    as on 29 Dec 2020
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 118 Cr.

    as on 29 Dec 2020
  • 1.43%

    since 30 Nov 2020
  • 31 Jul 2002

  • Debt - Credit Risk Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

    Show All Funds

Highlights of this fund

Sundaram Short Term Credit Risk Fund is an Open-ended Debt Fund. The fund belongs to Credit Risk Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Jul 2002. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Debt funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 26.352 as on 29 Dec 2020.

This fund has 19 years of track record. Since 30 Nov 2020 expense ratio of this fund is 1.43%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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

List of Fund Managers of Sundaram Short Term Credit Risk Fund

  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.24% 0.73% 17.29% 18.93% 21.64% 10.38% 9.04% 7.72% 8.59% 32.02% 16.28% 11.80% 8.82% 8.38%
Category Average 0.08% 0.40% 4.07% 5.42% 8.79% 4.92% 4.64% 4.96% 7.52% 10.33% 8.12% 6.35% 5.33% 6.71%
Sundaram Short Term Credit Risk Fund 0.07%₹ 10,006 0.24%₹ 10,024 1.03%₹ 10,102 1.95%₹ 10,194 - - - - - - - - - -
HDFC Credit Risk Debt Fund 0.17%₹ 10,017 0.57%₹ 10,056 1.34%₹ 10,133 3.26%₹ 10,326 7.46%₹ 10,745 7.35%₹ 12,471 8.76%₹ 11,831 8.71%₹ 26,211 9.04%₹ 12,965 8.94%₹ 41,192 7.47%₹ 14,340 8.32%₹ 74,003 - -
ICICI Prudential Credit Risk Fund 0.24%₹ 10,024 0.73%₹ 10,072 1.49%₹ 10,149 3.24%₹ 10,323 6.66%₹ 10,665 6.98%₹ 12,447 8.13%₹ 11,694 7.78%₹ 25,971 8.69%₹ 12,844 8.31%₹ 40,815 7.72%₹ 14,507 8.15%₹ 73,698 8.59%₹ 22,827 8.38%₹ 1,84,990
Baroda Credit Risk Fund 0.02%₹ 10,002 0.29%₹ 10,028 8.73%₹ 10,872 11.01%₹ 11,101 19.71%₹ 11,970 22.18%₹ 13,391 10.38%₹ 12,186 16.28%₹ 28,186 7.82%₹ 12,537 11.80%₹ 42,955 7.36%₹ 14,265 8.82%₹ 74,942 - -
SBI Credit Risk Fund 0.11%₹ 10,011 0.42%₹ 10,042 1.04%₹ 10,103 2.73%₹ 10,272 5.32%₹ 10,531 5.63%₹ 12,361 7.40%₹ 11,537 6.79%₹ 25,717 7.26%₹ 12,343 7.08%₹ 40,077 6.72%₹ 13,848 6.97%₹ 71,541 8.53%₹ 22,700 7.88%₹ 1,80,161
Kotak Credit Risk Fund 0.16%₹ 10,015 0.57%₹ 10,057 1.22%₹ 10,122 2.96%₹ 10,296 6.04%₹ 10,604 6.23%₹ 12,399 6.09%₹ 11,255 6.46%₹ 25,632 7.25%₹ 12,339 6.75%₹ 39,876 6.63%₹ 13,792 6.82%₹ 71,288 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Short Term Credit Risk Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    80.68%
  • Others Holdings:

    19.32%

Top Debt Instrument Type holdings of Sundaram Short Term Credit Risk Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 26.34% ₹ 30.55 Cr.
CP 22.32% ₹ 25.88 Cr.
T-Bills 18.05% ₹ 20.93 Cr.
CD 12.66% ₹ 14.68 Cr.
PTC 1.31% ₹ 1.52 Cr.
Others 19.32% -

Top Debt Holdings of Sundaram Short Term Credit Risk Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 18.05% ₹ 20.93 Cr.
Bond - Housing Development Finance Corporation Ltd. 8.81% ₹ 10.21 Cr.
Bond - Steel Authority Of India Ltd. 8.62% ₹ 10.00 Cr.
Bond - Tata Power Co. Ltd. 8.62% ₹ 10.00 Cr.
Bond - National Bank for Agriculture & Rural Development 8.61% ₹ 9.99 Cr.
Others 47.29%

Other Holdings

Holding TypeHolding Percentage
TREPS 13.81%
Reverse Repo 4.41%
Net Receivables 1.10%