Sundaram Corporate Bond Fund Regular Dividend Half Yearly+0.04%

3Groww
12.82%
1 Year Return
Debt
Corporate Bond
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Regular Dividend Half Yearly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.51%
NAV14.21 (17 Oct 2019)
Fund Started30 Dec 2004
Fund Size718 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Corporate Bond Fund Regular Dividend Half Yearly
12.8%
7.0%
8.8%
7.1%
Category Average
6.1%
5.3%
7.0%
-
Rank within category
3
8
2
-
*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
    30
    with 12.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture8.7%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture6.3%
    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

    Other Details

    Sundaram Corporate Bond Fund Regular Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 30 Dec 2004. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Corporate Bond Fund Regular Dividend Half Yearly.The fund currently has an Asset Under Management(AUM) of ₹718 Cr and the Latest NAV as of 17 Oct 2019 is ₹14.21.

    The Sundaram Corporate Bond Fund Regular Dividend Half Yearly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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