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Home>Mutual Funds>Sundaram Mutual Fund>Principal Corporate Bond Fund IDCW Quarterly

Principal Corporate Bond Fund IDCW Quarterly

Debt
Corporate Bond
Moderate Risk
Payout
6.05%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 May 2019₹12.35
Min. SIP amountNA
Rating2
Fund size₹18.01Cr

Returns and rankings

Category: Debt Corporate Bond
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.0%6.0%6.9%7.8%
Category average4.7%8.2%7.6%NA
Rank with in category131511NA
Understand terms

Holdings (17)

NameSectorInstrumentAssets
National Bank For Agriculture & Rural Development
FinancialBonds/Deb11.1%
National Housing Bank
FinancialDebenture10.6%
HDFC Bank Ltd.FinancialBonds8.8%
Power Finance Corpn. Ltd.
FinancialDebenture8.2%
Reliance Industries Ltd.EnergyNCD8.0%
Power Grid Corporation of India Ltd.
EnergyBonds5.6%
National Thermal Power Corp. Ltd.EnergyBonds5.6%
Indian Railway Finance Corpn. Ltd.
FinancialDebenture5.6%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.84%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Gurvinder Singh Wasan
Jan 2018 - Present
View details

Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Principal Corporate Bond Fund IDCW Quarterly?

You can easily invest in Principal Corporate Bond Fund IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Principal Corporate Bond Fund IDCW Quarterly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Corporate Bond Fund IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Corporate Bond Fund IDCW Quarterly provide?

The Principal Corporate Bond Fund IDCW Quarterly has been there from 30 Dec 2003 and the average annual returns provided by this fund is 7.98% since its inception.

How much expense ratio is charged by Principal Corporate Bond Fund IDCW Quarterly?

The term Expense Ratio used for Principal Corporate Bond Fund IDCW Quarterly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Principal Corporate Bond Fund IDCW Quarterly is 0.84% as of 05 Jul 2022...

What is the AUM of Principal Corporate Bond Fund IDCW Quarterly?

The AUM, short for Assets Under Management of Principal Corporate Bond Fund IDCW Quarterly is ₹18.01Cr as of 05 Jul 2022.

How to Redeem Principal Corporate Bond Fund IDCW Quarterly?

If you want to sell your Principal Corporate Bond Fund IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Corporate Bond Fund IDCW Quarterly?

You can select either SIP or Lumpsum investment of Principal Corporate Bond Fund IDCW Quarterly based on your investment objective and risk tolerance.

What is the NAV of Principal Corporate Bond Fund IDCW Quarterly?

The NAV of Principal Corporate Bond Fund IDCW Quarterly is ₹12.35 as of 29 May 2019.

What is the PE and PB ratio of Principal Corporate Bond Fund IDCW Quarterly?

The PE ratio ratio of Principal Corporate Bond Fund IDCW Quarterly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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