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  • Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M)

Formerly Sundaram S/T Credit Risk Reg Mn DS

Sundaram Mutual Fund

Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M)

DebtCredit Risk

10.9133

NAV (Dec 29)

0%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

5 Years.

Relative Size

118 Cr.

Impact of Interest Rate Changes

.

Credit Quality Of Fund's Portfolio

.

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Short Term Money

Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

10.9133

NAV (Dec 29)

Fund Returns

Last 1Y
3.3%
Last 3Y
0%
Last 5Y
NA
Last 10Y
NA
Since Inception
2.1%
6 Month CAGR
1.9%
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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
0
Launched (5y ago)
Jan 04, 2016
AUM in Crores
117.022
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL AA Short Term Bond Index
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Sandeep Agarwal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M)

    About Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M)

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) is a Credit Risk Debt fund and has delivered an annualised return of 2.1% over a period of 5 years. The fund was previously known as Sundaram S/T Credit Risk Reg Mn DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Sandeep Agarwal

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) Investment Objective

    To generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) NAV,AUM,Risk

    The Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) fund was launched on Jan 04, 2016. The NAV (Net Asset Value) of this Credit Risk Debt fund as of 2020-12-29 is ₹10.91. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹117.022. The category risk of the Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) fund is Moderate Risk. The fund charges null % as expense ratio.

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Debt and has invested 56.9% in this asset class. The top three holdings of the fund are , 182 dtb 15042021 , treps , housing development finance corporation limited , iifl wealth finance limited , axis bank limited , cash and other net current assets^ , reverse repo , bahadur chand investments private limited , rural electrification corporation limited , lic housing finance limited , icici bank limited , 364 dtb 29042021 , rent a device trust

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) Investment volatility and Horizon

    This fund 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 Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) Review

    Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) has a score of 0 on a scale of 5. The fund has a score of 0 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Short Term Credit Risk Fund Transfer of Income Distr cum Capital Wtdrwl (PIDCW-M) has a score of 0out of 5 The credit risk of the fund is 0 out of 5 as compared to other debt funds.

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