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

Formerly Sundaram Corp Bond Qt DR

Sundaram Mutual Fund

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

DebtCorporate Bond

Top Ranked

16.6147

NAV (Jan 21)

7%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within corporate bond mutual funds.However, Scripbox does not recommend investing in corporate bond mutual funds.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 ->

Track Record

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

Relative Size

1,087 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

Invest in this fund
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Short Term Money

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

No single fund can achieve what a plan can. Learn why

Historical NAV

16.6147

NAV (Jan 21)

Fund Returns

Last 1Y

3.1%

Last 3Y

7%

Last 5Y

5.4%

Last 10Y

6.9%

Since Inception

6.4%

6 Month CAGR

1.6%

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Scheme Information

Investment Objective

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

Expense Ratio

0.33

Launched (18y ago)

Dec 30, 2004

AUM in Crores

1086.250

ISIN

INF903J01IC6

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

calculator

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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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

    5%

    7.5%

    4.5%

    5.4%

    5.3%

    6.9%

    4.5%

    5.4%

    21.6%

    16%

    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

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

    Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Corporate Bond Debt fund and has delivered an annualised return of 6.4% over a period of 17 years. The fund was previously known as Sundaram Corp Bond Qt DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

    Nav of Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q) as of 21/01/2022 is ₹16.61 with the total AUM as of 24/01/2022 is ₹1086.25. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q) was launched on Dec 30, 2004. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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 Inc Dist cum Cap Wdrl (RIDCW-Q) 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-Q) is rated as a 4 fund in Debt and delivered 3.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q).

    Frequently Asked Questions

    What is Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q)?

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    Is Sundaram Corporate Bond Fund Inc Dist cum Cap Wdrl (RIDCW-Q) good to invest in?

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