• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Term Credit Risk Fund (Growth)

Formerly Sundaram Income Plus Gr

Sundaram Mutual Fund

Sundaram Short Term Credit Risk Fund (Growth)

DebtCredit Risk

26.352

NAV (Dec 29)

1.9%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

26.352

NAV (Dec 29)

Fund Returns

Last 1Y

5.3%

Last 3Y

1.9%

Last 5Y

3.8%

Last 10Y

5.9%

Since Inception

5.4%

6 Month CAGR

1.9%

Scheme Information

Investment Objective

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

Expense Ratio

1.43

Launched (20y ago)

Jul 31, 2002

AUM in Crores

117.022

ISIN

INF903J01EU7

Lock-in

No Lock-in

Benchmark

CRISIL AA Short Term Bond Index

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

5.3

Standard Deviation (5yr)

4.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

-0.505

YTM

0

Fund Managers

Sandeep Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2020-12-29

Top Debt Holdings

See all holdings

Compare Sundaram Short Term Credit Risk Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    Sundaram Short Term Credit Risk Fund (G) Review

    Sundaram Short Term Credit Risk Fund (G) is a Credit Risk Debt fund and has delivered an annualised return of 5.4% over a period of 20 years. The fund was previously known as Sundaram Income Plus Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Sandeep Agarwal.

    Nav of Sundaram Short Term Credit Risk Fund (G) as of 12/29/2020 is ₹26.35 with the total AUM as of 12/3/2022 is ₹117.022. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Term Credit Risk Fund (G) was launched on Jul 31, 2002. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Sundaram Short Term Credit Risk Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Short Term Credit Risk Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL AA Short Term Bond Index.

    Sundaram Short Term Credit Risk Fund (G) is rated as a 0 fund in Debt and delivered 5.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Short Term Credit Risk Fund (G).

    Frequently Asked Questions

    What is Sundaram Short Term Credit Risk Fund (G)?

    Sundaram Short Term Credit Risk Fund (G) is a Credit Risk Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Short Term Credit Risk Fund (G)?

    You can invest in Sundaram Short Term Credit Risk Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Short Term Credit Risk Fund (G)?

    The minimum sip amount for Sundaram Short Term Credit Risk Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Short Term Credit Risk Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Short Term Credit Risk Fund (G) is a Not Reviewed Yet fund. You can investSundaram Short Term Credit Risk Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Short Term Credit Risk Fund (G)?

    The expense ratio of the Sundaram Short Term Credit Risk Fund (G) is 1.43% for regular plan.