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Sundaram Corporate Bond Fund Direct Growth-0.04%

10.10%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Direct Growth

RiskModerate
Min SIP Amount₹250
Expense Ratio0.28%
NAV₹31.81 (22 Jan 2021)
Fund Started13 May 2013
Fund Size1,274 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.1%
9.2%
9.0%
8.5%
Category Average
9.1%
7.8%
7.8%
-
Rank Within Category
8
4
3
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.1% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.28%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialDebenture4.4%
Tamilnadu StateOthersSDL4.3%
National Bank For Agriculture & Rural DevelopmentFinancialNCD4.1%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture4.0%
Indian Railway Finance Corpn. Ltd.FinancialDebenture3.7%
Reliance Industries Ltd.EnergyNCD2.9%
GOISovereignGOI Sec2.8%
LIC Housing Finance Ltd.FinancialNCD2.6%
GOISovereignGOI Sec2.6%
LIC Housing Finance Ltd.FinancialBonds2.5%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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Sundaram Corporate Bond Fund Direct Growth Details

Sundaram Corporate Bond Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 13 May 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Corporate Bond Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,274 Cr and the Latest NAV as of 22 Jan 2021 is ₹31.81.

The Sundaram Corporate Bond Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.

Tax Implications

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

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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