How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.28 | 5.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.43 | 7.37 | 6.61 |
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(H-IDCW) | 6.85% | 4.53% | 3.94% |
HDFC Corp Bond Fund(Q-IDCW Reinv) | 1.58% | -0.18% | 0.20% |
ICICI Pru Corp Bond Fund(Q-IDCW Payout) | 1.34% | 0.85% | 3.57% |
Aditya Birla SL Corp Bond Fund(M-IDCW Reinv) | 2.17% | 0.56% | 0.71% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
15.81 %
Holdings
6.84 %
Holdings
5.44 %
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
₹ 68,298.51 Cr.
Dwijendra Srivastava
AUM: ₹25,880.11 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,013.23 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%