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Sundaram Corporate Bond Fund - Direct (IDCW-H)

Corporate Bond Fund
Invest Now

  • NAV

    17.52(0.13%)

  • Fund Size (CR)

    ₹698.93

  • Expense Ratio

    0.34

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹5,000

  • Minimum Additional Investment

    ₹1,000

  • Minimum SIP Investment

    ₹250

  • Minimum Withdrawal

    ₹500

  • Exit Load Nil

    0%

  • Return Since Launch

    5.48%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -0.36%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Dwijendra Srivastava

Bench Mark

NIFTY Corporate Bond Index A-II

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 9 April 202510031.200.31%-0.32%117/171
1 Month13 March 202510211.772.12%-1.96%56/171
3 Month16 January 202510319.503.19%-3.03%63/171
6 Month16 October 202410458.444.58%-4.54%104/171
1 Year16 April 202410960.439.60%9.60%9.43%76/171
3 Year13 April 202212275.4622.75%7.05%7.10%85/167
5 Year--0%-6.80%-/-
Since Inception31 December 201913263.5032.63%5.48%7.32%169/171

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year2 May 20241,20,000133283.7411.07% 11.07%
3 Year2 May 20223,60,000421185.7817.00% 5.37%
5 Year29 June 20204,30,000508405.8018.23% 3.41%
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.29%

Standard Deviation

0.03%

Beta

0.32%

Sharpe Ratio

0.76%

Treynor's Ratio

0.19%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
There's no data available of Stock Holdings

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Sundaram Corporate Bond Fund - Direct (IDCW-H)
698.932.12%3.19%4.58%9.60%7.05%
AXIS Corporate Bond Fund - Direct (IDCW-W)
6202.782.17%3.34%5.02%10.85%7.92%
Nippon India Corporate Bond Fund - Direct (G)
6738.282.25%3.35%4.93%10.20%7.96%
Nippon India Corporate Bond Fund - Direct (Bonus)
6738.282.25%3.35%4.93%10.20%7.96%
Nippon India Corporate Bond Fund - Direct (IDCW)
6738.282.25%3.35%4.93%10.20%7.96%
Nippon India Corporate Bond Fund - Direct (IDCW-M)
6738.282.25%3.36%4.92%10.19%7.88%

List of Schemes under Sundaram Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Sundaram Business Cycle FundEquityVery High0%0₹1,604.63
Sundaram Multi Asset Allocation FundHybridVery High12.15%0₹2,484.29
Sundaram Flexi Cap FundEquityVery High9.46%0₹1,956.65
Sundaram Large Cap FundEquityVery High5.49%3₹3,297.44
Sundaram Overnight FundDebtLow6.61%3₹472.92
Sundaram Money Market FundDebtLow7.94%2₹1,291.61
Sundaram Services FundEquityVery High14.37%0₹3,745.64
Sundaram LT Tax Advantage Fund - Sr.IVEquityVery High0.79%0₹19.67
Sundaram LT Tax Advantage Fund - Sr.IIIEquityVery High0.09%0₹30.07
Sundaram LT MC Tax Advantage Fund - Sr.VIEquityVery High-0.31%0₹32.63
Sundaram LT MC Tax Advantage Fund - Sr.VEquityVery High0.89%0₹27.20
Sundaram LT MC Tax Advantage Fund - Sr.IVEquityVery High-0.52%0₹32.10
Sundaram LT MC Tax Advantage Fund - Sr.IIIEquityVery High-0.75%0₹67.63
Sundaram Arbitrage FundHybridModerately Low7.82%2₹289.87
Sundaram Long Term Tax Advantage Fund-Sr.IIEquityVery High6.42%0₹12.29
Sundaram Long Term Tax Advantage Fund-Sr.IEquityVery High8.09%0₹19.18
Sundaram Diversified EquityEquityVery High7.12%0₹1,427.77
Sundaram Consumption FundEquityVery High13.88%2₹1,445.25
Sundaram Fin Serv OpportunitiesEquityVery High13.39%5₹1,415.22
Sundaram Infrastructure Advantage FundEquityVery High2.81%2₹882.01
Sundaram Mid Cap FundEquityVery High12.18%3₹11,332.71
Sundaram Small Cap FundEquityVery High3.53%2₹2,955.26
Sundaram Conservative Hybrid FundHybridModerate9.51%3₹27.07
Sundaram Global Brand FundOtherVery High2.92%0₹110.90
Sundaram Banking & PSU FundDebtModerately Low9.46%3₹352.67
Sundaram Corporate Bond FundDebtModerately Low9.62%3₹698.93
Sundaram Large and Mid Cap FundEquityVery High8.34%2₹6,380.97
Sundaram Medium Duration FundDebtModerate8.9%1₹42.78
Sundaram ELSS Tax Saver FundEquityVery High7.45%2₹1,288.19
Sundaram Short Duration FundDebtModerate9.76%4₹201.91
Sundaram Balanced Advantage FundHybridHigh9.04%4₹1,490.89
Sundaram Ultra Short Duration FundDebtModerately Low7.86%5₹1,723.33
Sundaram Focused FundEquityVery High4.99%3₹1,043.92
Sundaram Nifty 100 Equal Weight FundOtherVery High3.92%4₹98.89
Sundaram Multi Cap FundEquityVery High9.13%2₹2,615.39
Sundaram Dividend Yield FundEquityVery High4.29%0₹862.57
Sundaram Equity Savings FundHybridModerate10.67%0₹976.11
Sundaram Low Duration FundDebtModerate8.43%5₹342.03
Sundaram Liquid FundDebtModerate7.45%4₹5,477.41
Sundaram Aggressive Hybrid FundHybridHigh9.29%3₹5,618.99

News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

    Sundaram Mutual Fund has announced 19 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Diversified Equity Fund - Regular Plan - IDCW Option: 0.114

    Sundaram Diversified Equity Fund - Direct Plan - IDCW Option: 0.138

    Powered by Capital Market - Live News

  • Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

    Sundaram Mutual Fund has announced 17 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250

    Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350

    Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115

    Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140

    Powered by Capital Market - Live News

  • Sundaram Mutual Fund announces IDCW under its schemes

    Sundaram Mutual Fund has announced 11 March 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:

    Sundaram Equity Savings Fund - Regular Plan - IDCW - Quarterly Option: 0.289

    Sundaram Equity Savings Fund - Direct Plan - IDCW - Quarterly Option: 0.420

    Sundaram Equity Savings Fund - Regular Plan - IDCW - Half Yearly Option: 0.537

    Sundaram Equity Savings Fund - Direct Plan - IDCW - Half Yearly Option: 0.572

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹698.93

Sundaram Corporate Bond Fund - Direct (IDCW-H) is an Corporate Bond Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 1 January 2013, this fund is managed by Dwijendra Srivastava. With assets under management (AUM) worth ₹698.93 (Cr), as of 17 April 2025, Sundaram Corporate Bond Fund - Direct (IDCW-H) is categorized as a Corporate Bond Fund within its segment. The fund has generated a return of 5.48% since its launch.
The current NAV of Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹17.52, as on 17 April 2025. The fund's benchmark index is NIFTY Corporate Bond Index A-II. You can invest in Sundaram Corporate Bond Fund - Direct (IDCW-H) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹250 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 7.05% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.74% in Debt and 4.26% in cash and cash equivalents.

FAQs

How to Invest in Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth?

Sundaram Corporate Bond Fund - Direct (IDCW-H) is a popular fund in the Corporate Bond Fund segment. The fund has generated a return of 5.48% since inception. Looking to invest in Sundaram Corporate Bond Fund - Direct (IDCW-H) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Corporate Bond Fund - Direct (IDCW-H) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Sundaram Corporate Bond Fund - Direct (IDCW-H)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Corporate Bond Fund - Direct (IDCW-H) today and reap the benefits of this Corporate Bond Fund fund!

How much returns has Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Corporate Bond Fund - Direct (IDCW-H) has generated annualised return of 9.60%. In the long-term, the fund has generated 7.05% and - in 3 and 5 years respectively. Since its inception, the fund has generated 5.48% returns.

What is the expense ratio of Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth?

The expense ratio of Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth is 0.34%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Corporate Bond Fund - Direct (IDCW-H) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹698.93 (Cr) as of 2025-04-17 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth?

Redeeming or selling units of Sundaram Corporate Bond Fund - Direct (IDCW-H) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Sundaram Corporate Bond Fund - Direct (IDCW-H):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Sundaram Corporate Bond Fund - Direct (IDCW-H)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.