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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹117 Cr

Lock In Period

N/A

Expense Ratio

1.35

Benchmark

Crisil Composite Bond Fund Index

Exit Load

Nil

Summary

Latest details for Sundaram Short Term Credit Risk Fund Growth include a ₹26.352 NAV as of Dec 29,2020 and returns since inception of 5.70%. Minimum investments start at SIP ₹250. The Sundaram Short Term Credit Risk Fund Growth AUM is ₹117 Cr, with a lock-in of N/A years, expense ratio of 1.35%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.24% returns, against a category average of 1.86% and a category best of 298.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.241.86298.36
6M1.951.89316.37
1Y5.256.18340.03
3Y1.8615.7177.02

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2020-12-15
View allocation % by

1. 182 Days -T Bill 1504202133.82%
2. TREPS17.85%
3. Housing Development Finance Corporation Ltd - 6.22% - 10/12/20218.72%
4. IIFL Wealth Finance Ltd - 24/12/20208.54%
5. Axis Bank Ltd - 22/10/20218.28%
6. Reverse Repo6.75%
7. Bahadur Chand Investment - 30/04/20215.04%
8. REC Ltd - 7.24% - 31/12/20224.48%
9. LIC Housing Finance Ltd - 6.57% - 13/07/20214.34%
10. ICICI Bank Ltd - 18/12/20204.27%
11. 364 Days -T Bill 290420214.22%
12. Rent a Device Trust - 10.3% - 28/03/2021 (Underlying Receivables of Reliance Retail)1.30%
13. Treasury Bills0.00%
14. 0.00%
15. Govt Security0.00%
16. Commercial Papers0.00%
17. ReverseRepo / TREPS0.00%
18. Mutual Fund Units0.00%
19. Privately Placed / Unlisted0.00%
20. Money Market Instruments0.00%
21. Certificate of Deposits0.00%
22. Securitized Debt Instruments0.00%
23. Debt Instruments0.00%
24. Investment in Mutual Fund Units0.00%
25. Deposits with Commercial Banks0.00%
26. Share Application Money pending Allotment0.00%
27. Cash and Other Net Current Assets-7.60%

About Fund

Sundaram Short Term Credit Risk Fund Growth managed by Sundaram Mutual Fund,is a Credit Riskscheme with Assets Under Management of ₹117 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.35. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Credit Risk Fund - Segregated Portfolio 1 Growth00 CR1.67
This FundNippon India Credit Risk Fund - Segregated Portfolio 1 Growth01021.6 CR1.48
This FundSundaram Short Term Credit Risk Fund Growth0117.02 CR1.35
This FundAditya Birla Sun Life Credit Risk Fund Growth41197.37 CR1.66
This FundDSP Credit Risk Fund Growth0227.03 CR1.23
Fund Name1Y3Y
This FundAditya Birla Sun Life Credit Risk Fund - Segregated Portfolio 1 Growth-59.02010
This FundNippon India Credit Risk Fund - Segregated Portfolio 1 Growth339.82530
This FundSundaram Short Term Credit Risk Fund Growth5.25015.6959
This FundAditya Birla Sun Life Credit Risk Fund Growth12.488140.4663
This FundDSP Credit Risk Fund Growth10.847755.9946

FAQs

Sundaram Short Term Credit Risk Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Short Term Credit Risk Fund Growth is 1.35. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Short Term Credit Risk Fund Growth’s fund performance is as follows:
  • 1 Month : 0.24%
  • 6 Months : 1.95%
  • 1 Year : 5.25%
  • 3 Years : 1.86%
Returns of Sundaram Short Term Credit Risk Fund Growth are updated daily based on NAV of ₹ 26.352 as on Dec 29,2020. Since inception, the return has been 5.70%.

You can invest in Sundaram Short Term Credit Risk Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Short Term Credit Risk Fund Growth is ₹117 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Short Term Credit Risk Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500