Fund Details
Sundaram Corporate Bond Fund Direct Dividend Quarterly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.28% |
| NAV | ₹16.71 (19 Jan 2021) |
|---|---|
| Fund Started | 18 Sep 2013 |
| Fund Size | ₹1,274 Cr |
Returns
Comparison
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
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | NCD | 4.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 4.1% |
| Tamilnadu State | Others | SDL | 4.0% |
| LIC Housing Finance Ltd. | Financial | ZCB | 3.8% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 3.7% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 3.4% |
| Reliance Industries Ltd. | Energy | NCD | 3.1% |
| REC Ltd. | Financial | Debenture | 2.7% |
| GOI | Sovereign | GOI Sec | 2.6% |
| LIC Housing Finance Ltd. | Financial | NCD | 2.4% |
Fund Managers
Sundaram Corporate Bond Fund Direct Dividend Quarterly Details
Sundaram Corporate Bond Fund Direct Dividend Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 18 Sep 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Corporate Bond Fund Direct Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹1,274 Cr and the Latest NAV as of 19 Jan 2021 is ₹16.71.
The Sundaram Corporate Bond Fund Direct Dividend Quarterly 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.
