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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
Expense Ratio	0.28%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,055
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Corporate Debt Fund - Direct Plan	1000	1000	6.19%
Franklin India Corporate Debt Fund - Direct Plan	1000	1000	6.19%
Nippon India Corporate Bond Fund - Direct Plan	1000	1000	6.63%

Top 10 Holdings

Company	Holding Type	Asset(%)
08.42 Tn SDL 2023	Bond - Gov't Treasury	5
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	5
Housing And Urban Development Corporation Limited	Bond - Corporate Bond	5
Hindustan Petroleum Corporation Limited	Bond - Corporate Bond	5
HDFC Bank Limited	Cash - CD Time Deposit	5
Small Industries Development Bank Of India	Cash - CD Time Deposit	4
Housing Development Finance Corporation Ltd	Bond - Corporate Bond	4
Treps	Cash - Repurchase Agreement	4
Housing And Urban Development Corporation Limited	Bond - Corporate Bond	4
Reliance Industries Limited	Bond - Corporate Bond	3

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	75
Cash - CD Time Deposit	9
Bond - Gov't Treasury	9
Cash - Repurchase Agreement	4
Cash	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	75
Cash - CD Time Deposit	9
Bond - Gov't Treasury	9
Cash - Repurchase Agreement	4
Cash	2

Fund Manager

Sandeep Agarwal

10+ years of experience

Dwijendra Srivastava

11+ years of experience

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.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m