Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 27.30 0.06 %
(as on Aug. 23, 2019)
1 yr Return 11.49 %
3 yr. Return 7.34 %
5 yr. Return 9.19 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 27.30 0.06 %
(as on Aug. 23, 2019)
11.49 % 7.34 % 9.19 %

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. 372.02 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 0.89 %
Exit load Nil

Investment Objective

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

Fund Performance

1M 3M 6M 1Y 3Y 5Y
1.34 3.86 6.86 11.49 7.34 9.19

Fund Schemes Concentrations

# of Securities 40
Top 10 Securities 46.97 %
Top 5 Securities 27.84 %
Top 3 Securities 19.26 %
# of Sectors 8
Top 10 Sectors 100.03 %
Top 5 Sectors 88.07 %
Top 3 Sectors 69.88 %

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. 372.02 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 0.89 % Nil

Investment Objective

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

Fund Performance

1M 3M 6M 1Y 3Y 5Y
1.34 3.86 6.86 11.49 7.34 9.19

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Sundaram Corporate Bond Fund Regular - Growth 11.49 7.34 9.19 372.02
UTI - Overnight Fund - Regular Plan - Growth Option 6.14 392.56 168.74 646.93
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 20.85 11.2 10.84 28.93
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 16.83 10.58 10.84 356.23
ICICI Prudential Constant Maturity Gilt Fund - Growth 18.12 9.4 - 26.53
UTI - GILT FUND - Regular Plan - Growth Option 14.82 9.29 10.61 475.57

Fund Schemes Concentrations

# of Securities 40
Top 10 Securities 46.97 %
Top 5 Securities 27.84 %
Top 3 Securities 19.26 %
# of Sectors 8
Top 10 Sectors 100.03 %
Top 5 Sectors 88.07 %
Top 3 Sectors 69.88 %

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