- Mutual Funds
- Sundaram Corporate Bond Fund - Direct (IDCW-H)
Sundaram Corporate Bond Fund - Direct (IDCW-H)
Corporate Bond Fund
- NAV 16.39 (0.00%)
- Fund Size (Cr) ₹809.86
- Expense Ratio 0.28
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹5000
- Minimum Additional Investment ₹1000
- Minimum SIP Investment ₹250
- Minimum Withdrawal ₹500
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Exit Load
0%
- Return Since Launch 4.25%
Basic Details
Dwijendra Srivastava
NIFTY Corporate Bond Index B-III
OPEN
Lumpsum Returns
SIP Returns
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%.
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0.18% -
Treynor’s Ratio
0.91% -
Jension’s Alpha
0.01%
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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Sundaram Corporate Bond Fund - Direct (IDCW-H)
- 809.86
- 0.46%
- 1.38%
- 2.69%
- 6.27%
- -
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ICICI Pru Corporate Bond Fund - Direct (IDCW-M)
- 24508.37
- 0.51%
- 1.58%
- 3.51%
- 7.64%
- 5.60%
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ICICI Pru Corporate Bond Fund - Direct (G)
- 24508.37
- 0.51%
- 1.58%
- 3.50%
- 7.63%
- 5.59%
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Franklin India Corporate Debt Fund-Direct (IDCW-M)
- 796.78
- 0.53%
- 2.09%
- 3.59%
- 7.53%
- 4.83%
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Bandhan Corporate Bond Fund - Direct (IDCW-H)
- 14140.26
- 0.55%
- 1.72%
- 3.52%
- 7.37%
- 4.85%
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HDFC Corporate Bond Fund - Direct (G)
- 26808.64
- 0.54%
- 1.40%
- 3.14%
- 7.26%
- 5.05%
News
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Sundaram Mutual Fund Announces IDCW under its schemes
Sundaram Mutual Fund has announced 11 December 2023 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 Option: 0.281
Sundaram Equity Savings Fund - Direct Plan-IDCW Option: 0.398
Sundaram Long Term Tax Advantage Fund Series I - Regular Plan-IDCW Option: 1.081
Sundaram Long Term Tax Advantage Fund Series I - Direct Plan-IDCW Option: 1.081
Sundaram Long Term Tax Advantage Fund Series II - Regular Plan-IDCW Option: 1.141
Sundaram Long Term Tax Advantage Fund Series II - Direct Plan-IDCW Option: 1.141
Sundaram Long Term Tax Advantage Fund Series III - Regular Plan-IDCW Option: 1.171
Sundaram Long Term Tax Advantage Fund Series III - Direct Plan-IDCW Option: 1.171
Sundaram Long Term Tax Advantage Fund Series IV - Regular Plan-IDCW Option: 1.309
Sundaram Long Term Tax Advantage Fund Series IV - Direct Plan-IDCW Option: 1.309
Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan-IDCW Option: 1.269
Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Direct Plan-IDCW Option: 1.269
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Regular Plan-IDCW Option: 1.196
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Direct Plan-IDCW Option: 1.196
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan-IDCW Option: 1.140
Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Direct Plan-IDCW Option: 1.140
Sundaram Long Term Microcap Tax Advantage Fund Series VI - Regular Plan-IDCW Option: 0.750
Sundaram Long Term Microcap Tax Advantage Fund Series VI - Direct Plan-IDCW Option: 0.750
Powered by Capital Market - Live News
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Sundaram MF Announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 November 2023 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: 0.080
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.095
Powered by Capital Market - Live News
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Sundaram MF Announces change in scheme name
Sundaram Mutual Fund has announced change in scheme name under the following scheme, with effect from 15 November 2023:
Change in the name of the Scheme:
Existing Name Revised Name Sundaram Tax Savings Fund Sundaram ELSS Tax Saver Fund Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
01-Jan-2013
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Total AUM (Cr)
₹809.75
Sundaram Corporate Bond Fund - Direct (IDCW-H) is an Corporate Bond Fund-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in Jan 2013, this fund is managed by Dwijendra Srivastava. With assets under management (AUM) worth ₹809.75 (Cr), as of 08-Dec-2023, Sundaram Corporate Bond Fund - Direct (IDCW-H) is categorized as a Corporate Bond Fund within its segment. The fund has generated a return of 4.25% since its launch.
The current NAV of Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹16.39, as on 08-Dec-2023. The fund’s benchmark index is NIFTY Corporate Bond Index B-III. 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 ₹5000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Exit load is not applicable
The fund has generated - and - 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 , 97.41% in Debt and 2.59% in cash and cash equivalents
FAQs on Sundaram Corporate Bond Fund - Direct (IDCW-H)
Sundaram Corporate Bond Fund - Direct (IDCW-H) is a popular fund in the Corporate Bond Fund segment. The fund has generated a return of 4.25% 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 across products for life.
- 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: Enter amount, select payment 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, then enter 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!
In the short term, i.e., 1 year, Sundaram Corporate Bond Fund - Direct (IDCW-H) has generated annualised return of 6.27%. In the long-term, the fund has generated - and - in 3 and 5 years respectively. Since its inception, the fund has generated 4.25% returns.
The expense ratio of Sundaram Corporate Bond Fund - Direct (IDCW-H) Direct Growth is 0.28%. 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.
The Assets Under Management (AUM) of Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹809.75 (Cr) as of 08 December 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
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).
Yes, you can invest both lumpsum and SIP in Sundaram Corporate Bond Fund - Direct (IDCW-H). Minimum lumpsum investment Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹5000 and minimum SIP amount is ₹250. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Sundaram Corporate Bond Fund - Direct (IDCW-H) is ₹16.39 as on 08 December 2023.
The 5 biggest stock holdings of Sundaram Corporate Bond Fund - Direct (IDCW-H) are:
I R F C (8.55%), S I D B I (7.33%), N A B A R D (6.12%), Natl. Hous. Bank (6.11%), Power Fin.Corpn. (4.91%)
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