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Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
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
|
Please wait... |
0.51 |
|
 |
|
Moderate
|
Please wait... |
0.60 |
||
 |
|
Low to Moderate
|
Please wait... |
0.53 |
||
|
|
Moderate
|
Please wait... |
0.50 |
||
|
|
Moderate
|
Please wait... |
0.67 |
1 min read•By Research Desk
6 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 ₹34.9673 as of 30-Sep-2023.
The AUM of Sundaram Corporate Bond Fund - Regular Plan Fund is ₹880 Cr as of 31-Aug-2023
The riskometer level of Sundaram Corporate Bond Fund - Regular Plan is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.06 10/04/2028 |
8.49
|
|
Indian Railway Finance Corporation Ltd SR 171 Debenture 7.23 15/10/2026 |
7.90
|
|
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43 |
6.78
|
|
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 |
5.66
|
|
National Housing Bank NCD 7.22 23/07/2026 |
5.64
|
As of 31-Aug-2023, Sundaram Corporate Bond Fund - Regular Plan had invested 94.62% in Debt and 5.38% in Cash & Cash Eq. See More
Sundaram Corporate Bond Fund - Regular Plan is 18 years 9 months old. It has delivered 6.90% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
6.07%
|
4.71%
|
7.45%
|
6.54%
|
8.14%
|
6.90%
|
The minimum SIP amount of Sundaram Corporate Bond Fund - Regular Plan is ₹1,000.
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 0.51%.
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