Sundaram Corporate Bond Fund Direct Dividend Monthly+0.01%

3
11.26%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Direct Dividend Monthly

RiskModerate
Min SIP Amount₹250
Expense Ratio0.28%
NAV14.67 (28 Sep 2020)
Fund Started02 Dec 2014
Fund Size1,041 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Corporate Bond Fund Direct Dividend Monthly
11.3%
8.4%
9.1%
8.5%
Category Average
9.3%
7.1%
7.7%
-
Rank within category
2
7
1
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio - 0.28%
    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
    6. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Tamilnadu StateOthersSDL5.2%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD4.5%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.2%
    Reliance Industries Ltd.EnergyNCD4.0%
    REC Ltd.FinancialDebenture3.5%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture3.5%
    LIC Housing Finance Ltd.FinancialNCD3.1%
    LIC Housing Finance Ltd.FinancialBonds3.1%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds/NCD3.0%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture3.0%
    See All

    Fund Managers

    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addSandeep Agarwal
    Education
    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
    Funds Managed

    Sundaram Corporate Bond Fund Direct Dividend Monthly Details

    Sundaram Corporate Bond Fund Direct Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Dec 2014. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Corporate Bond Fund Direct Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,041 Cr and the Latest NAV as of 28 Sep 2020 is ₹14.67.

    The Sundaram Corporate Bond Fund Direct Dividend Monthly 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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