| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.28% |
| NAV | ₹16.50 (25 Sep 2020) |
|---|---|
| Fund Started | 18 Sep 2013 |
| Fund Size | ₹1,041 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tamilnadu State | Others | SDL | 5.2% |
| National Bank For Agriculture & Rural Development | Financial | NCD | 4.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 4.2% |
| Reliance Industries Ltd. | Energy | NCD | 4.0% |
| REC Ltd. | Financial | Debenture | 3.5% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 3.5% |
| LIC Housing Finance Ltd. | Financial | NCD | 3.1% |
| LIC Housing Finance Ltd. | Financial | Bonds | 3.1% |
| National Bank For Agriculture & Rural Development | Financial | Bonds/NCD | 3.0% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.0% |
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 ₹1,041 Cr and the Latest NAV as of 25 Sep 2020 is ₹16.50.
The Sundaram Corporate Bond Fund Direct Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.