Formerly Sundaram Income Plus Reg Wk DP
However, Scripbox does not recommend investing in credit risk mutual funds.
Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.
These instruments carry a high default risk.
The events of the recent past have shown the impact of poor credit quality on such funds.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
6 Years. The fund has an Extended history for analysis and the track record is excellent.
116 Cr. Small within the category
Impact of Interest Rate Changes
Low Interest Rate Risk. The impact on fund value is quite low when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
To generate income and capital appreciation by predominantly investing in AA and below rated corporate bonds
Low to Moderate
Oct 29, 2015
Launched (6y ago)
AUM in Crores
CRISIL AA Short Term Bond Index
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
Comparison with Debt Funds
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 30,993 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
₹ 2,743 Cr
₹ 2,743 Cr
₹ 1,346 Cr
₹ 1,240 Cr
₹ 2,743 Cr
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Sundaram Short Term Credit Risk Fund (DP-W) is a credit risk debt fund and has delivered an annualised return of 2.3% over a period of 6 years .The fund was previously known as Sundaram Income Plus Reg Wk DP.The fund is managed by Sundaram Asset Management Company Ltd.The fund manager’s name is Sandeep Agarwal.
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.
The Sundaram Short Term Credit Risk Fund (DP-W) fund was launched on Oct 29, 2015. The NAV (Net Asset Value) of this credit risk debt as of 2020-12-29 is ₹ 10.8099. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 115.957. The category risk of the Sundaram Short Term Credit Risk Fund (DP-W) fund is Moderate Risk. The fund charges 1.43 % as expense ratio.
The fund’s highest allocation is towards others and has invested 68.1% in this asset class. The top three holdings of the fund are 91 dtb 03122020,housing development finance corporation limited and national bank for agriculture and rural development
The minimum SIP (Systematic Investment Plan) amount for this 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.
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 (DP-W) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Short Term Credit Risk Fund (DP-W) has a score of 2 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.