Sundaram Short Term Credit Risk Fund

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An open ended debt scheme predominantly investing in AA and below rated corporate bonds

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Fund Managers

Fund Manager

Mr. Sandeep Agarwal

Sundaram Income Plus

Objective:

To obtain high yields by investing in fixed Income securities. Capital appreciation is Secondary objective when consistent with its primary objective.

Key Features:
  • Fund aims higher yield than other funds in the liquid category by investing in fixed income securities with credit ratings ranging from ‘AAA’ to ‘A+’
  • The fund aims to generate returns primarily through accrual income and also limited capital gain.

Suggested Investment Horizon - 3 months & above

Target Investors:
  • Investors seeking higher accrual income than liquid/ liquid plus category funds in 3months or more.
Moderately Risk

This product is suitable for investors who are seeking*

  • High yield and capital appreciation by investing in a portfolio comprising predominantly of AA and below rated corporate bonds.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Facts

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Inception July, 2002
Scheme Type Income Fund
Benchmark CRISIL A Short Term Bond Index 15%; CRISIL AA Short Term Bond Index 35% and CRISIL Ultra Short Term Bond Index 50%
Fund Manager Sandeep Agarwal
Average AUM for the month of Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest
Portfolio YTM * 31st Oct 2018 9.71 %
Average Maturity * 31st Oct 2018 1.12 years
Average Duration * 31st Oct 2018 0.75 years
Expense Ratio (Oct 18)
Regular: 1.43%
Direct: 0.42%
Min. Initial Investment 5,000
Entry Load Nil
Exit Load (both plans) Nil (w.e.f 25/02/15)

* 0 - indicates No Value


Returns are on a compounded annual basis for period more than one year and absolute for oneyear period and computed using NAV of Regular Plan-Growth Option