• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M)

Formerly Sundaram Corp Bond HY DR

Sundaram Mutual Fund

Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M)

DebtCorporate Bond

Top Ranked

15.4691

NAV (Dec 06)

7%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,068 Cr. Medium within the category

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

15.4691

NAV (Dec 6)

Fund Returns

Last 1Y

1.7%

Last 3Y

7%

Last 5Y

5%

Last 10Y

7.4%

Since Inception

6.6%

6 Month CAGR

1.9%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low to Moderate Risk

Expense Ratio

0.54

Launched (17y ago)

Dec 30, 2004

AUM in Crores

1067.247

ISIN

INF903J01ID4

Lock-in

No Lock-in

Benchmark

NIFTY Corporate Bond TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

user-avatar

Sandeep Agarwal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

₹ 13,499 cr

5

₹ 33,567 cr

5

₹ 11,691 cr

5

₹ 31,118 cr

5

₹ 27,296 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,660 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.1%

    7.5%

    19.2%

    12.1%

    4.5%

    5.5%

    4.6%

    5.5%

    5.4%

    6.9%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    About Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M)

    About Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M)

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) is a Corporate Bond Debt fund and has delivered an annualised return of 6.6% over a period of 16 years. The fund was previously known as Sundaram Corp Bond HY DR . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) Investment Objective

    To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) NAV,AUM,Risk

    The Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) fund was launched on Dec 30, 2004. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2021-12-06 is ₹15.47. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹1067.247. The category risk of the Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) fund is Low to Moderate Risk. The fund charges 0.54 % as expense ratio.

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) Holdings

    The fund’s highest allocation is towards Debt and has invested 93% in this asset class. The top three holdings of the fund are , hindustan petroleum corporation limited , housing and urban development corporation limited (hudco) , 8.42% tn sdl 2023 , housing development finance corporation limited , cash and other net current assets^ , housing and urban development corporation limited , lic housing finance limited , reliance industries limited , lic housing finance limited , national housing bank , lic housing finance limited , 9.25% maharashtra sdl 2023 , power finance corporation limited , indian railway finance corporation limited , reliance ports and terminals limited , ntpc limited , housing development finance corporation limited , rec limited , national bank for agriculture and rural development , bajaj finance limited , power grid corporation of india limited , chennai petroleum corporation limited , rural electrification corporation limited , indian railway finance corporation limited , treps , export-import bank of india , export-import bank of india , power grid corporation of india limited , 8.62% tamil nadu sdl 2023 , national housing bank , rural electrification corporation limited , power grid corporation of india limited , nhpc limited , power finance corporation limited , nuclear power corporation of india limited , housing development finance corporation limited , 7.95% maharashtra sdl 2023 , export-import bank of india , ntpc limited , power finance corporation limited , power finance corporation limited , 05.44 tn sdl 2023 , reverse repo , 9.60% maharashtra sdl 2023 , power grid corporation of india limited , power grid corporation of india limited , power finance corporation limited , housing development finance corporation limited , national bank for agriculture and rural development , power grid corporation of india limited

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) Investment volatility and Horizon

    This fund 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 TR INR.

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) Review

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-6M) has a score of 3out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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