Sundaram Short Term Credit Risk Fund

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

Latest Nav ()

Latest Dividend

Fund Managers

Fund Manager

Mr. Sandeep Agarwal

Sundaram Income Plus


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

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
Dividend – Payout; Reinvest
Portfolio YTM * %
Average Maturity * years
Average Duration * years
Expense Ratio (as on )
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