Sundaram Corporate Bond Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Income
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 381.92
Expense Ratio
0.31%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 33103
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
25.2345
(0.09 %)
NAV as on 2018-11-19
Returns
Fund
Sundaram Corporate Bond Fund - Direct Plan
1 Year
2.56%
3 Year
7.14%
5 Year
9.37%
AMC Details
amc launch date
Launch Date
26 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
ravis@sundarammutual.com
amc phone
Phone
044 - 28583362
amc address
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600014
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate reasonable returns by creating a portfolio comprising substantially of fixed rate debt instruments, short term bonds and money market instruments.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,045
Portfolio Value
45
Total Returns