Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 27.96 0.12 %
(as on Nov. 14, 2019)
1 yr Return 12.92 %
3 yr. Return 7.02 %
5 yr. Return 8.61 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 27.96 0.12 %
(as on Nov. 14, 2019)
12.92 % 7.02 % 8.61 %

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 Nov. 14, 2018
Fund Size Rs. 718.08 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. 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 1.2 3.12 7.13 12.92 7.02 8.61
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 50
Top 10 Securities 54.33 %
Top 5 Securities 34.6 %
Top 3 Securities 24.99 %
# of Sectors 8
Top 10 Sectors 99.97 %
Top 5 Sectors 88.59 %
Top 3 Sectors 71.26 %

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 Nov. 14, 2018 Fund Size Rs. 718.08 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. 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 1.2 3.12 7.13 12.92 7.02 8.61
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 50
Top 10 Securities 54.33 %
Top 5 Securities 34.6 %
Top 3 Securities 24.99 %
# of Sectors 8
Top 10 Sectors 99.97 %
Top 5 Sectors 88.59 %
Top 3 Sectors 71.26 %

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