Fund Details
Sundaram Corporate Bond Fund Direct Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.28% |
| NAV | ₹32.08 (16 Apr 2021) |
|---|---|
| Fund Started | 13 May 2013 |
| Fund Size | ₹1,031 Cr |
Returns
Comparison
1. Lower expense ratio - 0.28%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. Exit load is zero
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 5.3% |
| Tamilnadu State | Others | SDL | 5.2% |
| National Bank For Agriculture & Rural Development | Financial | NCD | 5.0% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 4.8% |
| Reliance Industries Ltd. | Energy | NCD | 3.5% |
| LIC Housing Finance Ltd. | Financial | NCD | 3.1% |
| LIC Housing Finance Ltd. | Financial | Bonds | 3.1% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.0% |
| National Housing Bank | Financial | Debenture | 3.0% |
| Maharashtra State | Others | SDL | 2.7% |
Fund Managers
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 ₹1,031 Cr and the Latest NAV as of 16 Apr 2021 is ₹32.08.
The Sundaram Corporate Bond Fund Direct Growth is rated Low to 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.
