Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Corporate Bond Fund - Regular Plan
|
Moderate
|
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0.55 |
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Moderate
|
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0.61 |
||||
Moderate
|
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0.57 |
||||
Moderate
|
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0.52 |
||||
Moderate
|
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0.67 |
₹710 Cr
--
5,000
500
250
6
Investment Strategy
The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Suitability
"Corporate Bond funds invest mainly in high-grade corporate bonds (those with a credit rating of AA+ and above). They are suitable for a short investment horizon of two to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run."
Capital Gains Taxation
Dividend Taxation
1 min read•By Research Desk
Sundaram Corporate Bond Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in high-grade corporate bonds rated AA+ and above.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Corporate Bond Fund - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Corporate Bond Fund - Regular Plan is ₹37.3146 as of 14-Aug-2024.
The AUM of Sundaram Corporate Bond Fund - Regular Plan Fund is ₹710 Cr as of 31-Jul-2024
The riskometer level of Sundaram Corporate Bond Fund - Regular Plan is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.18 14/08/2033 |
17.14
|
Indian Railway Finance Corporation Ltd SR 171 Debenture 7.23 15/10/2026 |
9.10
|
Small Industries Devp. Bank of India Ltd SR V Debenture 7.83 24/11/2028 |
7.10
|
National Housing Bank Debenture 7.40 16/07/2026 |
5.62
|
LIC Housing Finance Ltd Debenture 7.70 16/05/2028 |
4.21
|
As of 31-Jul-2024, Sundaram Corporate Bond Fund - Regular Plan had invested 97.05% in Debt and 2.95% in Cash & Cash Eq. See More
Sundaram Corporate Bond Fund - Regular Plan is 19 years 7 months old. It has delivered 6.94% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
7.45%
|
5.25%
|
6.53%
|
6.51%
|
7.84%
|
6.94%
|
No, There is no lock in period in Sundaram Corporate Bond Fund - Regular Plan.
The expense ratio of Sundaram Corporate Bond Fund - Regular Plan is 0.55.