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Sundaram Corporate Bond Fund Direct IDCW Quarterly+0.01%

5.97%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Direct IDCW Quarterly

RiskLow to Moderate
Min SIP Amount₹250
Expense Ratio0.28%
NAV₹16.91 (24 Jun 2021)
Fund Started18 Sep 2013
Fund Size1,144 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.0%
9.7%
8.7%
8.3%
Category Average
7.7%
7.5%
7.4%
-
Rank Within Category
12
2
2
-
*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 6.0% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.28%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
National Bank For Agriculture & Rural DevelopmentFinancialNCD6.3%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.8%
Tamilnadu StateOthersSDL4.7%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture4.4%
GOISovereignCGL3.7%
Reliance Industries Ltd.EnergyNCD3.2%
LIC Housing Finance Ltd.FinancialNCD2.8%
LIC Housing Finance Ltd.FinancialBonds2.8%
Housing & Urban Development Corpn. Ltd.FinancialDebenture2.7%
National Housing BankFinancialDebenture2.7%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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Sundaram Corporate Bond Fund Direct IDCW Quarterly Details

Sundaram Corporate Bond Fund Direct IDCW 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 IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹1,144 Cr and the Latest NAV as of 24 Jun 2021 is ₹16.91.

The Sundaram Corporate Bond Fund Direct IDCW Quarterly 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.

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
Website
NA
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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