Sundaram Corporate Bond Fund - Direct Plan
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
Suitability
This product is suitable for investors who are seeking• income over short to medium term,• reasonable returns from a portfolio comprising substantially of fixed income and money market instruments by keeping the interest rate risk of the fund low
Fund Info
| Scheme Class | Debt |
| Scheme Category | Corporate Bond |
| Benchmark Type | CRISIL Short Term Bond Fund TR INR |
| Expense Ratio | 0.28% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 807 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.65% | |
| 1000 | 1000 | 8.65% | |
| 1000 | 1000 | 7.42% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Bond - Corporate Bond | 8 |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO) | Bond - Corporate Bond | 8 |
| HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED | Bond - Corporate Bond | 6 |
| Air India Assets Holding Limited | Bond - Corporate Bond | 5 |
| Small Industries Development Bank Of India | Bond - Corporate Bond | 4 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 4 |
| Cash And Other Net Current Assets^ | Cash | 4 |
| 9.25% Maharashtra SDL 2023 | Bond - Gov't Treasury | 3 |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | 3 |
| NTPC Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 83 |
| Bond - Gov't Treasury | 10 |
| Cash | 4 |
| Bond - Gov't Agency Debt | 3 |
| Cash - Repurchase Agreement | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 83 |
| Bond - Gov't Treasury | 10 |
| Cash | 4 |
| Bond - Gov't Agency Debt | 3 |
| Cash - Repurchase Agreement | 0 |
Sundaram Mutual Fund
AUM₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m