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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.28 | 5.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 7.38 | 6.33 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY Corporate Bond Index |
Corporate bond funds invest in bonds that are issued by private sector companies. They have more than 80% allocation in corporate bonds. They are less riskier as they invest in debt instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Corp Bond Fund(A-IDCW) | 6.76% | 4.19% | 3.65% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 1.47% | -0.20% | 0.20% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | 1.26% | 0.85% | 3.57% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 1.99% | 0.55% | 0.71% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
14.60 %
Holdings
8.81 %
Holdings
6.89 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,257.26 Cr.
Dwijendra Srivastava
AUM: ₹26,035.83 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,168.96 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%