Sundaram Corporate Bond Fund Regular - Growth

Fund Returns

NAV Rs. 28.70 -0.00 %
(as on Feb. 20, 2020)
1 yr Return 12.39 %
3 yr. Return 7.87 %
5 yr. Return 8.31 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 28.70 -0.00 %
(as on Feb. 20, 2020)
12.39 % 7.87 % 8.31 %

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. 993.95 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 1.33 2.36 5.12 12.39 7.87 8.31
Rank Within Category 32 15 None 7 21 5

Fund Schemes Concentrations

# of Securities 49
Top 10 Securities 45.54 %
Top 5 Securities 28.56 %
Top 3 Securities 18.78 %
# of Sectors 9
Top 10 Sectors 100.01 %
Top 5 Sectors 86.99 %
Top 3 Sectors 72.32 %

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. 993.95 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 1.33 2.36 5.12 12.39 7.87 8.31
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 12.39 7.87 8.31 993.95
IDFC GSF -Constant Maturity Plan - Regular Plan- Growth 17.81 11.56 10.41 131.69
SBI Magnum Constant Maturity Fund - Regular Plan - Growth 15.19 9.93 10.09 500.34
ICICI Prudential Constant Maturity Gilt Fund - Growth 16.09 9.9 9.54 87.93
DHFL Pramerica Ultra Short Term Fund - Growth 13.65 9.4 9.05 117.01
ICICI Prudential Long Term Bond Fund - Growth 16.02 9.22 8.82 811.14

Fund Schemes Concentrations

# of Securities 49
Top 10 Securities 45.54 %
Top 5 Securities 28.56 %
Top 3 Securities 18.78 %
# of Sectors 9
Top 10 Sectors 100.01 %
Top 5 Sectors 86.99 %
Top 3 Sectors 72.32 %

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