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SUSundaram MF

Sundaram Short Term Credit Risk Fund - Appreciation

debtDebt - Credit Risk FundBenchmark: CRISIL Ultra Short Term Debt Index
NAV · 29 Dec 2020₹26.35+0.01%
AUM₹116 Cr
Expense Ratio1.43%
CAGR—
Exit LoadNil
Min SIP₹250
Launched2002

Investment Objective

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

Fund Mandate

Investment in AA and below rated corp bonds65%–100%
Other Debt & MMI, Cash and Cash equivalents0%–35%
Asset Allocation
Debt80.7%
Cash & Equivalents19.3%
Fund Managers
SA
Sandeep Agarwal
Fund Manager
Key Information
1.43%
₹250
₹5,000
Nil
Nil
Inception30 Jul 2002
AMCSundaram MF
Top Holdings
1TREPS13.81%
291 Days - T Bill 031220209.48%
3Housing Development Finance Corporation Ltd - 6.22% - 10/12/2021**8.81%
4Steel Authority of India Ltd - 04/12/2020**8.62%
5Tata Power Company Ltd - 04/12/2020**8.62%
6National Bank for Agricultural & Rural Development - 6.39% - 19/11/2030**8.61%
7Axis Bank Ltd - 22/10/2021**8.35%
8Bahadur Chand Investment - 30/04/2021**5.08%
9REC Ltd - 7.24% - 31/12/2022**4.54%
10Reverse Repo4.41%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Short Term Credit Risk Fund - Appreciation.

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Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.43%
Nil
Nil
₹250
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme