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 Composite Bond Index |
| Expense Ratio | 0.3% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 451 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.69% | |
| 500 | 500 | 11.0% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 10.97% | |
| 1000 | 1000 | 9.87% | |
| 1000 | 1000 | 14.06% | |
| 1000 | 1000 | 14.77% | |
| 1000 | 1000 | 12.14% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | Bond - Corporate Bond | 8 |
| LIC Housing Finance Limited | Bond - Corporate Bond | 7 |
| Reliance Utilities And Power Private Limited | Bond - Corporate Bond | 7 |
| Indian Railway Finance Corporation Limited | Bond - Corporate Bond | 6 |
| Rural Electrification Corporation Limited | Bond - Corporate Bond | 6 |
| Power Finance Corporation Ltd. | Bond - Corporate Bond | 6 |
| 7.37% Govt Stock 2023 | Bond - Gov't Treasury | 6 |
| Reliance Ports And Terminals Limited | Bond - Corporate Bond | 5 |
| Vijaya Bank | Bond - Undefined | 5 |
| Power Grid Corporation Of India Limited | Bond - Corporate Bond | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 76 |
| Bond - Gov't Treasury | 14 |
| Bond - Undefined | 5 |
| Bond - Gov't Agency Debt | 2 |
| Cash - Repurchase Agreement | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 76 |
| Bond - Gov't Treasury | 14 |
| Bond - Undefined | 5 |
| Bond - Gov't Agency Debt | 2 |
| Cash - Repurchase Agreement | 2 |
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.
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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