Formerly Sundaram Income Plus Reg Wk DP
₹ 10.8099
NAV (Dec 29)
Neutral
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.
Track Record
6 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
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
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Scheme Information
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
Moderate Risk
1.43 %
Expense Ratio
Oct 29, 2015
Launched (6y ago)
₹ 116
AUM in Crores
INF903J012P1
ISIN
No Lock-in
Lock-in
CRISIL AA Short Term Bond Index
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
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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.
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.7%
3Y returns
Diversified
Top Ranked
₹ 1,346 Cr
Fund Size
11.3%
3Y returns
Corporate Bond
Top Ranked
₹ 1,240 Cr
Fund Size
9%
3Y returns
Liquid
Top Ranked
₹ 2,743 Cr
Fund Size
5.8%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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.