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Sundaram Corporate Bond Fund - Direct (IDCW-Q)

Corporate Bond Fund
Invest Now

  • NAV

    19.39(-0.00%)

  • Fund Size (CR)

    ₹734.87

  • Expense Ratio

    0.33

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹5,000

  • Minimum Additional Investment

    ₹1,000

  • Minimum SIP Investment

    ₹250

  • Minimum Withdrawal

    ₹500

  • Exit Load Nil

    0%

  • Return Since Launch

    7.09%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 1.02%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Dwijendra Srivastava

Bench Mark

NIFTY Corporate Bond Index A-II

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 202410011.490.11%-0.14%29/171
1 Month29 November 202410045.980.46%-0.50%82/171
3 Month30 September 202410144.171.44%-1.56%124/171
6 Month28 June 202410428.254.28%-4.17%38/171
1 Year29 December 202310816.738.17%8.17%8.17%88/171
3 Year30 December 202111975.0719.75%6.19%6.08%70/166
5 Year30 December 201913810.8138.11%6.67%6.52%60/147
Since Inception20 September 201617637.0376.37%7.09%7.13%94/171

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20241,30,000172268.5432.51% 32.51%
3 Year3 January 20223,70,000515490.8739.32% 11.69%
5 Year1 January 20206,10,000876984.9143.77% 7.53%
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.27%

Standard Deviation

0.03%

Beta

-0.93%

Sharpe Ratio

0.96%

Treynor's Ratio

-0.99%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
S I D B I7.03%500050.60Corporate DebtsDebt Others
I R F C5.58%400040.21Corporate DebtsDebt Others
Natl. Hous. Bank5.53%400039.85Corporate DebtsDebt Others
LIC Housing Fin.4.17%30030.01Corporate DebtsDebt Others
Power Fin.Corpn.3.53%250025.40Corporate DebtsDebt Others
HDFC Bank3.51%250025.27Corporate DebtsDebt Others
N A B A R D3.50%250025.21Corporate DebtsDebt Others
N A B A R D3.49%250025.15Corporate DebtsDebt Others
REC Ltd3.48%250025.03Corporate DebtsDebt Others
REC Ltd3.46%250024.95Corporate DebtsDebt Others

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Sundaram Corporate Bond Fund - Direct (IDCW-Q)
734.870.46%1.44%4.28%8.17%6.19%
Nippon India Corporate Bond Fund - Direct (IDCW-W)
6496.500.46%1.59%4.42%9.35%6.98%
AXIS Corporate Bond Fund - Direct (IDCW-W)
5999.760.44%1.57%5.00%9.24%6.89%
HDFC Corporate Bond Fund - Direct (IDCW)
32841.090.50%1.61%4.35%8.78%6.60%
HDFC Corporate Bond Fund - Direct (G)
32841.090.50%1.61%4.35%8.78%6.60%
HDFC Corporate Bond Fund - Direct (IDCW-Q)
32841.090.50%1.61%4.35%8.78%6.70%

News

  • Sundaram MF announces change in Fund Manager of the following scheme

    Sundaram Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 17 December 2024

    Change in Fund Managers of the Scheme:

    Scheme Name Existing Fund Manager New Fund Manager
    Sundaram Consumption Fund Ratish B. Varier
    Nikunj Gala     		Ratish B. Varier

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

    Sundaram Mutual Fund has announced 19 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Diversified Equity Fund - Regular Plan - Quarterly IDCW Option: 0.127

    Sundaram Diversified Equity Fund - Direct Plan - Quarterly IDCW Option: 0.153

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 December 2024 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

19 September 2016

Total AUM (Cr)

₹720.21

Sundaram Corporate Bond Fund - Direct (IDCW-Q) is an Corporate Bond Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 19 September 2016, this fund is managed by Dwijendra Srivastava. With assets under management (AUM) worth ₹720.21 (Cr), as of 1 January 2025, Sundaram Corporate Bond Fund - Direct (IDCW-Q) is categorized as a Corporate Bond Fund within its segment. The fund has generated a return of 7.09% since its launch.
The current NAV of Sundaram Corporate Bond Fund - Direct (IDCW-Q) is ₹19.39, as on 1 January 2025. The fund's benchmark index is NIFTY Corporate Bond Index A-II. You can invest in Sundaram Corporate Bond Fund - Direct (IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹250 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 6.19% and 6.67% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.95% in Debt and 3.05% in cash and cash equivalents.

FAQs

How to Invest in Sundaram Corporate Bond Fund - Direct (IDCW-Q) Direct Growth?

Sundaram Corporate Bond Fund - Direct (IDCW-Q) is a popular fund in the Corporate Bond Fund segment. The fund has generated a return of 7.09% since inception. Looking to invest in Sundaram Corporate Bond Fund - Direct (IDCW-Q) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Corporate Bond Fund - Direct (IDCW-Q) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Corporate Bond Fund - Direct (IDCW-Q)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Corporate Bond Fund - Direct (IDCW-Q) today and reap the benefits of this Corporate Bond Fund fund!

How much returns has Sundaram Corporate Bond Fund - Direct (IDCW-Q) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Corporate Bond Fund - Direct (IDCW-Q) has generated annualised return of 8.17%. In the long-term, the fund has generated 6.19% and 6.67% in 3 and 5 years respectively. Since its inception, the fund has generated 7.09% returns.

What is the expense ratio of Sundaram Corporate Bond Fund - Direct (IDCW-Q) Direct Growth?

The expense ratio of Sundaram Corporate Bond Fund - Direct (IDCW-Q) Direct Growth is 0.33%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Corporate Bond Fund - Direct (IDCW-Q) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Corporate Bond Fund - Direct (IDCW-Q) is ₹720.21 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Corporate Bond Fund - Direct (IDCW-Q) Direct Growth?

Redeeming or selling units of Sundaram Corporate Bond Fund - Direct (IDCW-Q) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Sundaram Corporate Bond Fund - Direct (IDCW-Q):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Corporate Bond Fund - Direct (IDCW-Q)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.