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Sundaram Corporate Bond Fund Regular IDCW Monthly+0.02%

5.75%
1 Year Return
Debt
Corporate Bond
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Corporate Bond Fund Regular IDCW Monthly

RiskLow to Moderate
Min SIP AmountNot Supported
Expense Ratio0.54%
NAV₹14.44 (23 Jun 2021)
Fund Started30 Dec 2004
Fund Size1,144 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.8%
9.4%
8.3%
8.1%
Category Average
7.7%
7.5%
7.4%
-
Rank Within Category
10
2
3
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
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 Regular IDCW Monthly Details

Sundaram Corporate Bond Fund Regular IDCW 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹1,144 Cr and the Latest NAV as of 23 Jun 2021 is ₹14.44.

The Sundaram Corporate Bond Fund Regular IDCW Monthly is rated Low to 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
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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