• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Corporate Bond Fund ion (PIDCW-A)

Formerly Sundaram Flexible Flex Inc Yr DP

Sundaram Mutual Fund

Sundaram Corporate Bond Fund ion (PIDCW-A)

DebtCorporate Bond

16.3447

NAV (Feb 26)

3.7%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in corporate bond mutual funds.

Corporate bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.3447

NAV (Feb 26)

Fund Returns

Last 1Y
6.5%
Last 3Y
3.7%
Last 5Y
6%
Last 10Y
7.1%
Since Inception
7.2%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

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

Expense Ratio
0.51
Launched (20y ago)
Dec 30, 2004
AUM in Crores
786.433
ISIN
INF903J01IA0
Lock-in
No Lock-in
Benchmark
NIFTY Corporate Bond B-III TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.2
Standard Deviation (5yr)
2.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.859
Sharpe Ratio (5yr)
0.339
YTM
7.67889
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Corporate Bond Fund ion (PIDCW-A)70%8,46,471 1,13,8596%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-26

Top Debt Holdings

7.18% govt stock 2033

14.9%
14.9%

indian railway finance corporation limited

9%
9%

small industries development bank of india

7.6%
7.6%

7.06% govt stock 2028

6.4%
6.4%

national bank for agriculture and rural development

6.4%
6.4%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 71,995 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
044-28583362
customerservices@sundarammutual.com
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.7%

21.2%

20.9%

18.8%

13%

17.1%

14.9%

11.1%

7.6%

Sundaram Corporate Bond Fund ion (PIDCW-A) Review

Sundaram Corporate Bond Fund ion (PIDCW-A) is a Corporate Bond Debt fund and has delivered an annualised return of 7.2% over a period of 19 years. The fund was previously known as Sundaram Flexible Flex Inc Yr DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

Nav of Sundaram Corporate Bond Fund ion (PIDCW-A) as of 2/26/2024 is ₹16.34 with the total AUM as of 2/27/2024 is ₹786.433. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Corporate Bond Fund ion (PIDCW-A) was launched on Dec 30, 2004. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Sundaram Corporate Bond Fund ion (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Corporate Bond Fund ion (PIDCW-A) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Corporate Bond B-III TR INR.

Sundaram Corporate Bond Fund ion (PIDCW-A) is rated as a 2 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Corporate Bond Fund ion (PIDCW-A).

Frequently Asked Questions

What is Sundaram Corporate Bond Fund ion (PIDCW-A)?

Sundaram Corporate Bond Fund ion (PIDCW-A) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Corporate Bond Fund ion (PIDCW-A)?

You can invest in Sundaram Corporate Bond Fund ion (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Corporate Bond Fund ion (PIDCW-A)?

The minimum sip amount for Sundaram Corporate Bond Fund ion (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Corporate Bond Fund ion (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Corporate Bond Fund ion (PIDCW-A) is a Neutral fund. You can investSundaram Corporate Bond Fund ion (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Corporate Bond Fund ion (PIDCW-A)?

The expense ratio of the Sundaram Corporate Bond Fund ion (PIDCW-A) is 0.51% for regular plan.