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Sundaram Corparate Bond Fund

Sundaram Corparate Bond Fund

An open ended debt scheme predominantly investing in AA+ and above rated corporate bonds. A relatively high interest rate risk and moderate credit risk.

Sundaram Corporate Fund

About This Fund

  • Rated AAA by ICRA
  • High credit quality as the fund predominantly invests in AAA rated corporate bonds (predominantly PFIs)
  • Generates returns through accrual income and capital appreciation
  • Highly liquid papers

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

  • Rated AAA by ICRA
  • High credit quality as the fund predominantly invests in AAA rated corporate bonds (predominantly PFIs)
  • Generates returns through accrual income and capital appreciation
  • Highly liquid papers

Ideal For

  • Seek stable returns with a possibility of capital gains over the medium to long term
  • High credit quality as the fund invests mainly in Sovereign/ AAA rated bonds
  • Alternative to illiquid tax-free bonds
  • Have an investment horizon of 3 years & above
  • Income and capital appreciation from a portfolio comprising substantially of fixed income and money market instruments of AA+ and above rated corporate bonds

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

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

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal Option (IDCW): Payout & Transfer (Monthly, Quarterly), Reinvestment (Daily, Weekly, Fortnightly, Monthly and Quarterly)

Special Facitilities

SIP/STP

Minimum Investment Amount

₹ 5000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

Performance ₹ invested
Period Fund
(%)		 TIER I
(%)		 Additional Benchmark
(%) 		Fund
(₹)		 TIER I
(₹)		 Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

Expand All Collapsed All

Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Statement of Additional Information

Fund Managers

Product Label

This product is suitable for investors who are seeking*

  • Income and capital appreciation from a portfolio comprising substantially of fixed income and money market instruments of AA+ and above rated corporate bonds

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Potential Risk Class Matrix

The potential risk class matrix of Sundaram Corporate Bond Fund based on interest rate risk and credit risk is as follows:

Potential Risk Class
Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low (Class I) - - -
Moderate (Class II) - - -
Relatively High (Class III) - B-III -

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