Sundaram Mutual Fund

Sundaram Corporate Bond Fund Direct Plan Growth

₹ 41.92

NAV (Jul 29)

7.633%
3 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Our analysis of this fundLearn how we rate funds ->

Consistency of Credit quality

Good

The performance of the fund on a Consistency of Credit Quality metric has been Good

Fund Size

Neutral

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

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Scheme Information

Investment Objective

The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.

Expense Ratio
0.33 %
Launched 12Y ago
2013-05-13
AUM in Crores
771.6
ISIN
INF903J01NR4
Lock-in (days)
No Lock-in
Benchmark
Nifty Corporate Bond Index A-II
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
0.9
Beta
0.5
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Debt Holdings

GOI

17.14%
17.144%

Indian Railway Finance Corporation Ltd.

9.1%
9.1%

Small Industries Devp. Bank of India Ltd.

7.1%
7.096%

National Housing Bank

5.62%
5.62%

LIC Housing Finance Ltd.

4.21%
4.21%
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Frequently Asked Questions

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