Sundaram Corporate Bond Fund Direct IDCW Monthly

Debt
Corporate Bond
Moderate Risk
Payout
4.96%
3Y annualised
-0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Sep 2023₹16.22
Min. SIP amount₹250
Rating3
Fund size₹879.86Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Corporate Bond
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.3%5.0%7.7%7.5%
Category average6.7%4.7%6.8%NA
Rank with in category21136NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
SovereignGOI Sec8.5%
FinancialDebenture7.9%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture6.8%
FinancialFRB5.7%
National Housing Bank
FinancialNCD5.6%
SovereignGOI Sec5.1%
FinancialDebenture4.5%
LIC Housing Finance Ltd.
FinancialDebenture3.4%
LIC Housing Finance Ltd.
FinancialDebenture3.4%
FinancialDebenture2.9%
See All

Pros and cons

Category: Debt Corporate Bond

Pros

Cons

Exit load is zero
1Y annualised returns lower than category average by 0.37%
Lower expense ratio: 0.28%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
3Y, 5Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 0.28%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹250

Fund management

Dwijendra Srivastava
May 2013 - Present
View details

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.
Also manages these schemes

Sandeep Agarwal
May 2013 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
HDFC 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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