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3 Year return
5.25%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately Low Risk
Asset Under Management
₹759.68 Cr.
Expense Ratio
0.32% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
| Other Holdings | % of Asset |
|---|---|
| Natl. Hous. Bank | 5.23 % |
| LIC Housing Fin. | 3.91 % |
| Net CA & Others | 3.84 % |
| GSEC2030 | 3.31 % |
| HDFC Bank | 3.27 % |
| REC Ltd | 3.27 % |
| HDB FINANC SER | 3.27 % |
| N A B A R D | 3.27 % |
| N A B A R D | 3.27 % |
| REC Ltd | 3.26 % |
| Natl. Hous. Bank | 3.26 % |
| Power Fin.Corpn. | 3.25 % |
| I O C L | 2.62 % |
| TREPS | 2.17 % |
| HDFC Bank | 1.98 % |
| REC Ltd | 1.98 % |
| N A B A R D | 1.96 % |
| LIC Housing Fin. | 1.31 % |
| Embassy Off.REIT | 1.31 % |
| Power Fin.Corpn. | 1.31 % |
| CDMDF (Class A2) | 0.35 % |
Sundaram Mutual Fund Managers
DS
Dwijendra Srivastava
Fund Manager since Jul 2010
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
PGIM India Corporate Bond Fund Direct Plan Annual Dividend Payout |
5.54% |
2.5 |
|
HSBC Corporate Bond Fund Direct Semi Annual IDCW Payout |
5.29% |
2 |
|
ICICI Prudential Corporate Bond Fund Direct Plan Monthly IDCW Payout |
6.25% |
5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
About Sundaram Corporate Bond Fund Direct Plan Growth
The Sundaram Corporate Bond Fund Direct Plan Growth is an income fund managed by Sundaram Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. Income funds invest in fixed-income securities such as bonds and debentures. These securities offer a fixed rate of return, which can provide investors with a steady stream of income. The Sundaram Corporate Bond Fund Direct Plan Growth invests in a diversified portfolio of corporate bonds. The fund aims to generate regular income by investing in these bonds.
Investment Objectives of the Scheme
The investment objective of the Sundaram Corporate Bond Fund Direct Plan Growth is to generate regular income by investing in a diversified portfolio of corporate bonds. The fund will invest at least 80% of its assets in corporate bonds.
Key Features of The Fund
| 5-year return | 7% |
| Expense Ratio | 0.32% |
| Fund Manager | Dwijendra Srivastava |
| Fund Size | ₹759.68 Cr |
| Risk Profile | Moderately Low |
Is This Scheme Right for Me?
The Sundaram Corporate Bond Fund Direct Plan Growth is a good option for investors who are looking for a regular income. The fund offers the potential for stable returns, even in volatile market conditions. However, the fund is not suitable for investors who are looking for high returns. The fund's investment objective is to generate regular income, which means that you may not see significant returns in the short term.
AMC Contact Details
| Name | Sundaram Mutual Fund |
| Launch Date | 1996 |
| Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
| Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
| customerservices@sundarammutual.com | |
| Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
