Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 31.11 -0.03 %
(as on Jan. 15, 2021)
1 yr Return 10.29 %
3 yr. Return 8.84 %
5 yr. Return 8.71 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 31.11 -0.03 %
(as on Jan. 15, 2021)
10.29 % 8.84 % 8.71 %

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. 1022.08 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. 250.00
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 0.05 1.09 2.51 10.29 8.84 8.71
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 109
Top 10 Securities 47.88 %
Top 5 Securities 27.61 %
Top 3 Securities 18.68 %
# of Sectors 8
Top 10 Sectors 99.97 %
Top 5 Sectors 87.82 %
Top 3 Sectors 70.83 %

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. 1022.08 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. 250.00 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 0.05 1.09 2.51 10.29 8.84 8.71
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 10.29 8.84 8.71 1,022.08
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 13.55 12.89 10.93 344.26
ICICI Prudential Constant Maturity Gilt Fund - Growth 13.37 12.05 10.61 327.41
IDFC GSF - Investment Plan - Regular Plan-Growth 14.21 11.49 10.16 2,177.80
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 11.94 11.04 10.37 809.26
DSP Government Securities Fund - Regular Plan - Growth 13.43 11.03 9.83 606.84

Fund Schemes Concentrations

# of Securities 109
Top 10 Securities 47.88 %
Top 5 Securities 27.61 %
Top 3 Securities 18.68 %
# of Sectors 8
Top 10 Sectors 99.97 %
Top 5 Sectors 87.82 %
Top 3 Sectors 70.83 %

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