Sundaram Corporate Bond Fund Half Yearly Idcw

Risk: Moderate
₹ 17.17
NAV (Sep 6,2024)

Sundaram Corporate Bond Fund is an investment option that offers investors the opportunity to earn regular income through interest payments. With a minimum investment of INR 5,000, it allows individuals to invest in corporate bonds and benefit from the potential growth of these bonds. The fund has an expense ratio of 0.51% and was established on December 30, 2004. Investors can expect half-yearly interest payments, known as IDCW (Interest Dividend and Capital Warrant), which further boosts their earnings.

Sundaram Corporate Bond Fund Half Yearly Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Corporate Bond Fund Half Yearly Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.51%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 828.54 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,242.46 (2.42%)₹ 10,407.06 (4.07%)₹ 10,763.37 (7.63%)₹ 11,689.73 (16.90%)₹ 13,534.28 (35.34%)
₹ 30,000₹ 30,727.38 (2.42%)₹ 31,221.18 (4.07%)₹ 32,290.11 (7.63%)₹ 35,069.19 (16.90%)₹ 40,602.84 (35.34%)
₹ 50,000₹ 51,212.3 (2.42%)₹ 52,035.3 (4.07%)₹ 53,816.85 (7.63%)₹ 58,448.65 (16.90%)₹ 67,671.4 (35.34%)
₹ 80,000₹ 81,939.68 (2.42%)₹ 83,256.48 (4.07%)₹ 86,106.96 (7.63%)₹ 93,517.84 (16.90%)₹ 1,08,274.24 (35.34%)
₹ 1,00,000₹ 1,02,424.6 (2.42%)₹ 1,04,070.6 (4.07%)₹ 1,07,633.7 (7.63%)₹ 1,16,897.3 (16.90%)₹ 1,35,342.8 (35.34%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government Securities18.74%
  • National Bank for Agricultural & Rural Development8.98%
  • National Housing Bank8.98%
  • Power Finance Corporation Ltd8.98%
  • LIC Housing Finance Ltd8.42%
  • HDFC Bank Ltd8.42%
  • Indian Railway Finance Corporation Ltd8.37%
  • REC LTD7.80%
  • Small Industries Development Bank of India7.17%
  • TREPS3.10%
  • HDB Financial Services Ltd2.99%
  • Cash and Other Net Current Assets2.93%
  • Indian Oil Corporation Ltd2.40%
  • Kotak Mahindra Prime Ltd1.20%
  • Embassy Office Parks REIT1.20%
  • Corporate Debt Market Development Fund Class A0.31%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

8.27%

Union Corporate Bond Fund - Regular Plan - GrowthUnion Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

8.08%

TRUSTMF Corporate Bond Fund - Regular Plan - GrowthTRUSTMF Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.75%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.71%

Bandhan Corporate Bond Fund - Regular Plan - GrowthBandhan Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.67%

Aditya Birla Sun Life Corporate Bond Fund - GrowthAditya Birla Sun Life Corporate Bond Fund - Growth

DEBT

Moderate

7.12%

Baroda BNP Paribas Corporate Bond Fund - GrowthBaroda BNP Paribas Corporate Bond Fund - Growth

DEBT

Moderate

6.70%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

6.63%

PGIM India Corporate Bond Fund - GrowthPGIM India Corporate Bond Fund - Growth

DEBT

Moderate

6.22%

Canara Robeco Corporate Bond Fund - Regular Plan - GrowthCanara Robeco Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

7.78%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.50%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

7.48%

Baroda BNP Paribas Corporate Bond Fund - GrowthBaroda BNP Paribas Corporate Bond Fund - Growth

DEBT

Moderate

7.48%

Nippon India Corporate Bond Fund - GrowthNippon India Corporate Bond Fund - Growth

DEBT

Moderate

7.38%

Bandhan Corporate Bond Fund - Regular Plan - GrowthBandhan Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.28%

TRUSTMF Corporate Bond Fund - Regular Plan - GrowthTRUSTMF Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.23%

Franklin India Corporate Debt Fund - Plan A - GrowthFranklin India Corporate Debt Fund - Plan A - Growth

DEBT

Low to Moderate

7.09%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

7.04%

PGIM India Corporate Bond Fund - GrowthPGIM India Corporate Bond Fund - Growth

DEBT

Moderate

6.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Corporate Bond Fund - GrowthICICI Prudential Corporate Bond Fund - Growth

DEBT

Moderate

5.92%

Kotak Corporate Bond Fund - GrowthKotak Corporate Bond Fund - Growth

DEBT

Moderate

5.73%

UTI Corporate Bond Fund - Regular Plan - GrowthUTI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.43%

HDFC Corporate Bond Fund - GrowthHDFC Corporate Bond Fund - Growth

DEBT

Moderate

5.21%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

5.09%

Mirae Asset Corporate Bond Fund - Regular Plan - GrowthMirae Asset Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.00%

Invesco India Corporate Bond Fund - GrowthInvesco India Corporate Bond Fund - Growth

DEBT

Moderate

4.87%

SBI Corporate Bond Fund - Regular Plan - GrowthSBI Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.71%

Canara Robeco Corporate Bond Fund - Regular Plan - GrowthCanara Robeco Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.41%

DSP Corporate Bond Fund - Regular Plan - GrowthDSP Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Corporate Bond Fund - GrowthAditya Birla Sun Life Corporate Bond Fund - Growth

DEBT

Moderate

7.40%

Invesco India Corporate Bond Fund - GrowthInvesco India Corporate Bond Fund - Growth

DEBT

Moderate

6.81%

Nippon India Corporate Bond Fund - GrowthNippon India Corporate Bond Fund - Growth

DEBT

Moderate

6.70%

HSBC Corporate Bond Fund - Regular Plan - GrowthHSBC Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.46%

DSP Corporate Bond Fund - Regular Plan - GrowthDSP Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.45%

Axis Corporate Debt Fund - Regular Plan - GrowthAxis Corporate Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.36%

Canara Robeco Corporate Bond Fund - Regular Plan - GrowthCanara Robeco Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.15%

Union Corporate Bond Fund - Regular Plan - GrowthUnion Corporate Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.00%

Franklin India Corporate Debt Fund - Plan A - GrowthFranklin India Corporate Debt Fund - Plan A - Growth

DEBT

Low to Moderate

5.96%

Baroda BNP Paribas Corporate Bond Fund - GrowthBaroda BNP Paribas Corporate Bond Fund - Growth

DEBT

Moderate

4.40%

Show all Funds

Fund Managers

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

SA

Mr. Sandeep AgarwalFund Manager

Mr. Sandeep is a B Com, Company Secretary and Chartered Accountant. He jointly manages Sundaram Flexible Fund Flexible Income Plan, Sundaram Gilt Fund, Sundaram Bond Saver, Sundaram Select Debt Short-Term Asset Plan, Sundaram Income Plus, Sundaram Fixed Term Plans and Sundaram Monthly Income Plan along with Dwijendra Srivastava. His previous experience includes 2 years in Deutsche Asset Management in Investment and Trading of Fixed Income securities.

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Compare with similar Funds

Sundaram Corporate Bond Fund - Half Yearly IDCW

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Invesco India Corporate Bond Fund - Growth

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Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund - Regular Plan - Growth

Sundaram Corporate Bond Fund - Half Yearly IDCW

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DSP Corporate Bond Fund - Regular Plan - Growth

Sundaram Corporate Bond Fund - Half Yearly IDCW

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Canara Robeco Corporate Bond Fund - Regular Plan - Growth

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Sundaram Corporate Bond Fund - Half Yearly IDCW

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FAQ's

What is the risk level associated with the Sundaram Corporate Bond Fund - Half Yearly IDCW?

The Sundaram Corporate Bond Fund - Half Yearly IDCW is a moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Sundaram Corporate Bond Fund - Half Yearly IDCW as of Sep 6,2024?

The current NAV of the Sundaram Corporate Bond Fund - Half Yearly IDCW as of Sep 6,2024 is INR 17.17.

What are the returns generated by the Sundaram Corporate Bond Fund - Half Yearly IDCW over the past 1, 3, and 5 years?

The Sundaram Corporate Bond Fund - Half Yearly IDCW has delivered returns of 6.53% in the past 1 year, 5.00% in the past 3 years, and 6.82% in the past 5 years.

What is the expense ratio associated with the Sundaram Corporate Bond Fund - Half Yearly IDCW?

The Sundaram Corporate Bond Fund - Half Yearly IDCW has an expense ratio of 0.51 %.

What is the minimum investment amount required for the Sundaram Corporate Bond Fund - Half Yearly IDCW?

The minimum investment for Sundaram Corporate Bond Fund - Half Yearly IDCW is INR 5000.

Is there a systematic investment plan (SIP) available for the Sundaram Corporate Bond Fund - Half Yearly IDCW?

Yes, the Sundaram Corporate Bond Fund - Half Yearly IDCW offers SIP starting from INR 5000 per month.

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