Sundaram Corporate Bond Fund Regular Dividend Half Yearly-0.06%

3
11.66%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Regular Dividend Half Yearly

RiskModerate
Min SIP Amount₹250
Expense Ratio0.51%
NAV15.29 (07 Aug 2020)
Fund Started30 Dec 2004
Fund Size1,046 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Corporate Bond Fund Regular Dividend Half Yearly
11.7%
8.1%
8.9%
7.4%
Category Average
10.4%
7.1%
7.8%
-
Rank within category
5
6
3
-
*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 11.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. 5Y Returns are higher than the benchmark
    6. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Tamilnadu StateOthersSDL5.3%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.2%
    Reliance Industries Ltd.EnergyNCD4.0%
    LIC Housing Finance Ltd.FinancialNCD3.6%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.5%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture3.5%
    REC Ltd.FinancialDebenture3.5%
    LIC Housing Finance Ltd.FinancialBonds3.1%
    National Bank For Agriculture & Rural DevelopmentFinancialBonds/NCD3.0%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture2.9%
    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 Regular Dividend Half Yearly Details

    Sundaram Corporate Bond Fund Regular Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 30 Dec 2004. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Corporate Bond Fund Regular Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹1,046 Cr and the Latest NAV as of 07 Aug 2020 is ₹15.29.

    The Sundaram Corporate Bond Fund Regular Dividend Half Yearly is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.

    Investment Objective

    To generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments by keeping the interest rate risk of the fund low.

    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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