Sundaram Corporate Bond Fund Regular Dividend Monthly+0.01%

11.09%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Regular Dividend Monthly

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.52%
NAV14.22 (23 Oct 2020)
Fund Started30 Dec 2004
Fund Size1,044 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Corporate Bond Fund Regular Dividend Monthly
11.1%
8.3%
8.6%
7.4%
Category Average
10.1%
7.5%
7.7%
-
Rank within category
7
8
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 11.1% 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
    7. Age is more than 10 years
    8. 1Y Returns are higher than the category average returns
    9. 3Y Returns are higher than the category average returns
    10. 5Y Returns are higher than the category average returns
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Tamilnadu StateOthersSDL5.2%
    National Bank For Agriculture & Rural DevelopmentFinancialNCD4.4%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.2%
    Reliance Industries Ltd.EnergyNCD4.0%
    REC Ltd.FinancialDebenture3.5%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture3.5%
    LIC Housing Finance Ltd.FinancialNCD3.1%
    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 Monthly Details

    Sundaram Corporate Bond Fund Regular Dividend Monthly 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 Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,044 Cr and the Latest NAV as of 23 Oct 2020 is ₹14.22.

    The Sundaram Corporate Bond Fund Regular Dividend Monthly is rated Moderate risk. Minimum SIP Investment is set to 500.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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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