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you are here: Moneycontrol Mutual Funds Ultra Short Term Debt Sundaram Mutual Fund Sundaram Short Term Credit Risk Fund (D)

Sundaram Short Term Credit Risk Fund (D)

Previous Name: Sundaram Income Plus - (D)
Plan: Regular | Option: Dividend | Type : Open-Ended | AMFI Code: 101544
Fact Sheet Buy
11.569 0.00 ( 0.02 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
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MODERATE
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Info

Not Ranked

The scheme is Not Ranked in Ultra Short Term Debt category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Sundaram Income Plus has been renamed as Sundaram Short Term Credit Risk Fund w.e.f. May 04, 2018

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 0.8 83
3 Months -3.6 101
6 Months -2.1 103
1 Year 0.9 94
2 Years 3.2 126
3 Years 3.7 126
5 Years 3.6 59

# Moneycontrol Rank within 159 Ultra Short Term Debt Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.5 - - - -
2017 -3.7 1.6 1.8 1.2 1.1
2016 -3.7 1.5 2.0 1.4 1.3
2015 2.2 1.0 0.6 1.8 5.9
2014 2.0 2.2 -10.0 3.9 -2.2
2013 1.6 -23.1 1.8 3.1 -17.7

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0.8 -3.6 -2.1 0.9 0.9 3.2 3.7
Category average 0.7 1.4 2.9 5.9 6.8 7.2 7.4
Difference of Fund returns and Category returns 0.1 -5 -5 -5 -5.9 -4 -3.7
Best of Category 0.9 1.9 3.8 7.7 8.6 9 9.4
Worst of Category 0.3 0.1 0.2 3.6 5.1 3.9 5.8
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

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

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Sep 07, 0002

  • Benchmark:

    CRISIL Short Term Bond Fund

  • Asset size (Rs Cr):

    146.45 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    Rs.0.43 View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Sandeep Agarwal
    View performance of schemes managed by the Fund Manager

  • Notes:

    Sundaram Income Plus has been renamed as Sundaram Short Term Credit Risk Fund w.e.f. May 04, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
UTI Treasury Advantage Fund - Retail Plan (G) 38.38 4418.8 1.4 2.9 5.9 7.3 7.9
HDFC Low Duration Fund - Retail Plan (G) 8,998.17 37 1.2 2.7 5.6 7.1 7.6
Reliance Low Duration Fund - Retail Plan (G) 93.33 2332.9 1.4 3.0 5.8 7.0 7.8
Reliance Low Duration Fund (G) 7,004.76 2423.7 1.5 3.2 6.3 7.5 8.2
ICICI Prudential Savings Fund - Retail Plan (G) 33.67 193.6 1.3 2.8 5.6 7.1 7.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Edelweiss Commodities Services Ltd - 8.7% - 15/04/2020** CRISIL AA 34.99 7.21
RKN Retail Pvt Ltd - 30/04/2020** IND A- 27.51 5.67
JM Financial Products Ltd - 8.4% - 11/09/2018** CRISIL AA 25.12 5.18
Grand View Estates Pvt Ltd - 9.57% - 27/03/2019** ICRA AA (SO) 24.96 5.14
IKF Finance Ltd - 10.12652% - 28/03/2021** CARE A- 24.95 5.14
Piramal Enterprises Ltd - 8.13% - 27/06/2019 ICRA AA 24.87 5.12
Igarashi Motors Sales Pvt Ltd - 8.08652% - 28/02/2020** ICRA AAA (SO) 24.87 5.08
Haldiram Snacks Private Ltd - 7.7% - 04/12/2020** ICRA AA 23.42 4.91
Uttar Pradesh Power Corporation Ltd - 9.75% - 18/10/2019** CRISIL A+ (SO) 23.82 4.83
IIERT-August 2017 - 8.6395% - 16/02/2022** CRISIL AAA (SO) 24.63 4.61
Asset Allocation (%) As on May 31, 2018
Equity 0.00
Others 0.00
Debt 76.71
Mutual Funds 0.00
Money Market 18.08
Cash / Call 5.18
Sector Allocation (%) As on May 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on May 31, 2018
Holdings %
Top 5 28.34
Top 10 76.71
Sectors %
Top 3 0
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