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Fund Overview

Sundaram Corporate Bond Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

40.41

Inception Date

30-12-2004

Category

Income Funds
Invest
Investment Objectives

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

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Sundaram Corporate Bond Fund (G) 2.29 5.20 9.47 7.39 6.03 7.52 7.04
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.11 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.26 Lakh

Benchmark

1Lakh investment Grown to NA Lakh

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Key Parameters
AUM(₹ Cr.) 767
Type OPEN ENDED
Entry Load NIL
Minimum investment(₹) 5000
Incrimental Investment(₹) 1000
Expense Ratio (%) 0.51
Benchmark NIFTY Corporate Bond Index A-II
Fund Manager Dwijendra Srivastava
Exit Nil
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
TREPS Reverse Repo 8.91
S I D B I Corporate Debts 6.73
GSEC2034 Govt. Securities 5.37
I R F C Corporate Debts 5.33
Natl. Hous. Bank Corporate Debts 5.25
LIC Housing Fin. Corporate Debts 3.98
N A B A R D Corporate Debts 3.36
N A B A R D Corporate Debts 3.35
HDFC Bank Corporate Debts 3.34
REC Ltd Corporate Debts 3.32
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Sundaram Corporate Bond Fund 718.88 9.47 7.39 6.03 7.04 30-Dec-2004 1.0846 0.29
DSP Credit Risk Fund 209.55 23.10 14.78 11.49 7.51 13-May-2003 1.1747 1.95
HSBC Credit Risk Fund 657.46 21.54 11.25 9.35 7.75 08-Oct-2009 0.6984 1.98
Aditya Birla SL Credit Risk Fund 993.40 16.89 11.34 9.49 8.22 17-Apr-2015 1.5824 0.83
Aditya Birla SL Medium Term Plan 2,504.21 14.01 14.90 12.38 8.89 25-Mar-2009 0.8941 2.64
Invesco India Nifty G-sec Sep 2032 Index Fund 53.07 11.14 NA NA 9.55 29-Mar-2023 1.674 0.63
360 ONE Dynamic Bond Fund 686.10 10.56 8.35 7.12 7.06 24-Jun-2013 1.0808 0.52
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund 3,071.52 10.47 9.17 NA 7.59 11-Feb-2022 1.4247 0.64
Invesco India Credit Risk Fund 149.85 10.47 9.33 6.64 6.30 04-Sep-2014 1.0536 0.79
AXIS CRISIL IBX SDL June 2034 Debt Index Fund 15.59 10.43 NA NA 10.16 21-Mar-2024 1.8753 0.69
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