Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 29.58 -0.01 %
(as on May 27, 2020)
1 yr Return 12.31 %
3 yr. Return 8.25 %
5 yr. Return 8.66 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 29.58 -0.01 %
(as on May 27, 2020)
12.31 % 8.25 % 8.66 %

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. 1050.00 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 0.46 %
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 2.24 3.01 5.34 12.31 8.25 8.66
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 75
Top 10 Securities 46.65 %
Top 5 Securities 27.93 %
Top 3 Securities 18.73 %
# of Sectors 9
Top 10 Sectors 99.99 %
Top 5 Sectors 89.61 %
Top 3 Sectors 72.03 %

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. 1050.00 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 0.46 % 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 2.24 3.01 5.34 12.31 8.25 8.66
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 12.31 8.25 8.66 1,050.00
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 18.70 12.79 11.33 225.46
ICICI Prudential Constant Maturity Gilt Fund - Growth 18.18 11.08 10.78 164.19
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 16.56 10.98 10.72 608.77
IDFC GSF - Investment Plan - Regular Plan-Growth 17.91 9.94 9.95 857.62
Reliance Gilt Securities Fund -Growth Plan - Growth Option 16.25 9.82 10.3 1,249.60

Fund Schemes Concentrations

# of Securities 75
Top 10 Securities 46.65 %
Top 5 Securities 27.93 %
Top 3 Securities 18.73 %
# of Sectors 9
Top 10 Sectors 99.99 %
Top 5 Sectors 89.61 %
Top 3 Sectors 72.03 %

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