Sundaram Corporate Bond Annual IDCW Reinvest Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Corporate Bond Annual IDCW Reinvest Direct Plan

NAV
₹16.8069
+0.11%
(26 Feb)
AUM
777 Cr
TER
0.28%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.5%
+8.2%
+8.2%
+8.2%
+6.8%
+6.7%
3Y
+9.8%
+6.3%
+6.3%
+6.3%
+5.3%
+4.8%
5Y
NA
+6.6%
+6.6%
+7.1%
+7.0%
+6.0%
ALL
+11.4%
+6.2%
+6.2%
+7.3%
+6.4%
+5.8%
VOL
1.0%
1.6%
1.6%
1.7%
3.8%
-
TER
0.3%
0.3%
0.3%
0.3%
0.3%
-
AUM
₹2,587 Cr
₹2,550 Cr
₹2,550 Cr
₹2,550 Cr
₹777 Cr
-
INFO
11.68
3.97
3.97
4.34
1.70
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Corporate Bond Annual IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
7.18% Govt Stock 2033
11.5%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
8.8%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
7.6%
7.06% Govt Stock 2028
6.4%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
6.3%
National Housing Bank - NCD & Bonds - NCD & Bonds
6.3%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
5.1%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
3.8%
Cash And Other Net Current Assets^
3.6%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
3.2%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs