Sundaram Corporate Bond Fund - Direct Plan has delivered 38.08% absolute return over the last 5 years.
The average return for Corporate Bond funds is 36.95% .
This fund ranks #10 in its category based on 5-year returns.
The largest portfolio holding is INDIAN RAILWAY FINANCE CORP LTD 737% 31 07 2029 with a portfolio weight of 6.49% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 45.20% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.84% | 4.58% |
| 2 Year Return | 22.85% | 11.32% |
| 3 Year Return | 32.35% | 18.93% |
| 4 Year Return | 41.56% | 27.44% |
| 5 Year Return | 69.63% | 36.95% |
| 6 Year Return | 81.17% | 47.70% |
| 7 Year Return | 114.79% | 60.80% |
| Expense Ratio | 0.27% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.49%
|
||
| 2 |
4.85%
|
||
| 3 |
4.79%
|
||
| 4 |
4.77%
|
||
| 5 |
4.08%
|
||
| 6 |
4.07%
|
||
| 7 |
4.05%
|
||
| 8 |
4.04%
|
||
| 9 |
4.03%
|
||
| 10 |
4.03%
|
||
| 11 |
4.01%
|
||
| 12 |
4.00%
|
AMC: SUNDARAM
Category: Debt • Corporate Bond
Launch Date: 01 Jan 2013
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Sundaram Corporate Bond Fund - Direct Plan is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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