• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Corporate Bond Fund Transfer ion (Dividend Payout - Quarterly)

Formerly Sundaram Corp Bond Qt DS

Sundaram Mutual Fund

Sundaram Corporate Bond Fund Transfer ion (Dividend Payout - Quarterly)

DebtCorporate Bond

16.8292

NAV (Sep 27)

5.5%
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

₹ 1,040 Cr

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

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

View all 8 analysis

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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

16.8292

NAV (Sep 27)

Fund Returns

Last 1Y

2.1%

Last 3Y

5.5%

Last 5Y

5.1%

Last 10Y

6.5%

Since Inception

6.3%

6 Month CAGR

1.5%

Scheme Information

Investment Objective

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

Expense Ratio

0.54

Launched (18y ago)

Dec 30, 2004

AUM in Crores

1039.605

ISIN

Lock-in

No Lock-in

Benchmark

NIFTY Corporate Bond TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-09-27

Top Debt Holdings

08.42 tn sdl 2023

4.9%
4.9%

housing and urban development corporation limited

4.8%
4.8%

national bank for agriculture and rural development

4.8%
4.8%

hindustan petroleum corporation limited

4.7%
4.7%

hdfc bank limited

4.7%
4.7%
See all holdings

Compare Sundaram Corporate Bond Fund Transfer ion (Dividend Payout - Quarterly)

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

₹ 48,600 cr

₹ 15,110 cr

₹ 15,466 cr

₹ 15,116 cr

₹ 48,600 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,015 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.8%

    8.3%

    11.9%

    10.8%

    10.5%

    13.3%

    11.3%

    7.2%

    10.3%

    13%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Corporate Bond Fund Transfer ion (D-Q) Review

    Sundaram Corporate Bond Fund Transfer ion (D-Q) is a Corporate Bond Debt fund and has delivered an annualised return of 6.3% over a period of 17 years. The fund was previously known as Sundaram Corp Bond Qt DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

    Nav of Sundaram Corporate Bond Fund Transfer ion (D-Q) as of 9/27/2022 is ₹16.83 with the total AUM as of 9/29/2022 is ₹1039.605. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Corporate Bond Fund Transfer ion (D-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 Transfer ion (D-Q) is ₹0 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 Transfer ion (D-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 Transfer ion (D-Q) is rated as a 3 fund in Debt and delivered 2.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Corporate Bond Fund Transfer ion (D-Q).

    Frequently Asked Questions

    What is Sundaram Corporate Bond Fund Transfer ion (D-Q)?

    Sundaram Corporate Bond Fund Transfer ion (D-Q) is a Corporate Bond Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Corporate Bond Fund Transfer ion (D-Q)?

    You can invest in Sundaram Corporate Bond Fund Transfer ion (D-Q) 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 Transfer ion (D-Q)?

    The minimum sip amount for Sundaram Corporate Bond Fund Transfer ion (D-Q) is ₹0. You can invest in multiples of ₹5000.

    Is Sundaram Corporate Bond Fund Transfer ion (D-Q) good to invest in?

    As per Scripbox experts, Sundaram Corporate Bond Fund Transfer ion (D-Q) is a Neutral fund. You can investSundaram Corporate Bond Fund Transfer ion (D-Q) 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 Transfer ion (D-Q)?

    The expense ratio of the Sundaram Corporate Bond Fund Transfer ion (D-Q) is 0.54% for regular plan.