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Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.41

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,105 today.

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NAV Performance

Sundaram Corporate Bond Fund performance graph for last 3 years
Performance of Sundaram Corporate Bond Fund for last 3 Years

Fund Information

  • ₹ 32.141

    as on 21 Oct 2021
  • Regular - Growth

  • 8 / 17

  • ₹ 5,000

  • ₹ 1,131 Cr.

    as on 21 Oct 2021
  • 0.54%

    since 31 May 2021
  • 30 Dec 2004

  • Debt - Corporate Bond Fund

  • CRISIL 10 Year Gilt Index

  • Sundaram Mutual Fund

    Show All Funds

Highlights of this fund

Sundaram Corporate Bond Fund is an Open-ended Debt Fund. The fund belongs to Corporate Bond Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Dec 2004. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Debt funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 32.141 as on 21 Oct 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 0.54%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 250. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

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

List of Fund Managers of Sundaram Corporate Bond Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Sandeep Agarwal

    Picture of Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.07% 0.28% 1.60% 3.04% 5.60% 8.68% 10.38% 7.96% 8.92% 5.54% 7.02% 8.42% 8.39% 8.56%
Category Average 0.01% 0.00% 1.08% 2.52% 4.05% 6.90% 7.89% 7.11% 8.37% 4.49% 6.26% 7.25% 7.33% 8.06%
Sundaram Corporate Bond Fund 0.04%₹ 10,004 0.02%₹ 10,002 0.88%₹ 10,087 2.46%₹ 10,245 4.31%₹ 10,430 4.33%₹ 12,279 7.73%₹ 11,616 6.28%₹ 25,584 9.41%₹ 13,105 7.71%₹ 40,451 7.31%₹ 14,231 7.75%₹ 72,956 8.16%₹ 21,935 8.14%₹ 1,82,699
ICICI Prudential Corporate Bond Fund 0.07%₹ 10,007 0.01%₹ 10,000 1.43%₹ 10,142 2.70%₹ 10,269 4.77%₹ 10,477 4.91%₹ 12,316 7.74%₹ 11,617 6.56%₹ 25,657 8.53%₹ 12,791 7.55%₹ 40,352 7.56%₹ 14,398 7.70%₹ 72,858 8.36%₹ 22,325 8.09%₹ 1,82,221
Kotak Corporate Bond Fund Standard 0.06%₹ 10,006 0.18%₹ 10,018 1.38%₹ 10,138 2.91%₹ 10,290 4.61%₹ 10,461 5.00%₹ 12,322 7.14%₹ 11,487 6.27%₹ 25,583 8.14%₹ 12,654 7.16%₹ 40,119 7.66%₹ 14,464 7.56%₹ 72,615 - -
Aditya Birla Sun Life Corporate Bond Fund 0.02%₹ 10,002 0.02%₹ 10,002 1.13%₹ 10,112 2.80%₹ 10,280 4.93%₹ 10,493 4.99%₹ 12,321 8.30%₹ 11,739 7.02%₹ 25,776 9.07%₹ 12,984 8.01%₹ 40,631 7.96%₹ 14,670 8.16%₹ 73,706 8.92%₹ 23,523 8.56%₹ 1,86,703
Invesco India Corporate Bond Fund 0.00%₹ 10,000 -0.13%₹ 9,987 0.97%₹ 10,097 2.45%₹ 10,244 4.03%₹ 10,402 4.14%₹ 12,267 7.16%₹ 11,492 5.92%₹ 25,493 8.71%₹ 12,855 7.21%₹ 40,152 6.25%₹ 13,545 6.98%₹ 71,567 7.62%₹ 20,851 7.28%₹ 1,74,586
IDFC Corporate Bond Fund -0.03%₹ 9,996 -0.08%₹ 9,992 1.10%₹ 10,110 2.81%₹ 10,280 4.60%₹ 10,459 4.73%₹ 12,304 7.86%₹ 11,643 6.76%₹ 25,708 8.38%₹ 12,740 7.55%₹ 40,351 7.37%₹ 14,269 7.57%₹ 72,638 - -

Portfolio Holdings

Portfolio holdings pattern of Sundaram Corporate Bond Fund as on 22 Oct 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    92.43%
  • Others Holdings:

    7.57%

Top Debt Instrument Type holdings of Sundaram Corporate Bond Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 78.33% ₹ 886.15 Cr.
GOI 14.10% ₹ 159.35 Cr.
Others 7.57% -

Top Debt Holdings of Sundaram Corporate Bond Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 14.10% ₹ 159.35 Cr.
Bond - National Bank for Agriculture & Rural Development 9.09% ₹ 102.83 Cr.
Bond - LIC Housing Finance Ltd. 7.90% ₹ 89.40 Cr.
Bond - Housing Development Finance Corporation Ltd. 7.56% ₹ 85.44 Cr.
Bond - Rural Electrification Corporation Limited 7.43% ₹ 83.97 Cr.
Others 53.92%

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 3.01%
Net Receivables 2.41%
TREPS 2.15%