Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 28.26 0.02 %
(as on Jan. 21, 2020)
1 yr Return 11.34 %
3 yr. Return 6.99 %
5 yr. Return 8.06 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 28.26 0.02 %
(as on Jan. 21, 2020)
11.34 % 6.99 % 8.06 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Dec. 30, 2004
Fund Size Rs. 891.50 cr.
Category Fixed Income | Corporate Bond Fund
Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited
Fund Benchmark Crisil AAA Medium Term Bond Index
Risk Profile Moderately Conservative
Risk Rating 3 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 0.51 %
Exit load Nil

Investment Objective

To generate income and capital appreciation by investing predominantly in aa+ and above rated corporate bonds

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.52 2.05 4.76 11.34 6.99 8.06
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 29
Top 10 Securities 44.7 %
Top 5 Securities 28.48 %
Top 3 Securities 21.26 %
# of Sectors 9
Top 10 Sectors 100.01 %
Top 5 Sectors 85.2 %
Top 3 Sectors 70.25 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date Dec. 30, 2004 Fund Size Rs. 891.50 cr.
Category Fixed Income | Corporate Bond Fund Fund Manager Dwijendra Srivastava
AMC Sundaram Asset Management Company Limited Fund Benchmark Crisil AAA Medium Term Bond Index
Risk Profile Moderately Conservative Risk Rating 3 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 1000.00 0.51 % Nil

Investment Objective

To generate income and capital appreciation by investing predominantly in aa+ and above rated corporate bonds

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.52 2.05 4.76 11.34 6.99 8.06
Rank Within Category 32 15 None 7 21 5

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Sundaram Corporate Bond Fund Regular - Growth 11.34 6.99 8.06 891.50
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 15.31 10.52 9.95 133.58
DHFL Pramerica Ultra Short Term Fund - Growth 13.72 9.43 9.1 74.08
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 13.12 9.15 9.74 493.57
Axis Banking & PSU Debt Fund - Growth option 10.57 8.33 8.42 11,517.34
ICICI Prudential Constant Maturity Gilt Fund - Growth 13.75 8.18 9.17 88.49

Fund Schemes Concentrations

# of Securities 29
Top 10 Securities 44.7 %
Top 5 Securities 28.48 %
Top 3 Securities 21.26 %
# of Sectors 9
Top 10 Sectors 100.01 %
Top 5 Sectors 85.2 %
Top 3 Sectors 70.25 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home