Sundaram Corporate Bond Fund Regular Plan- Growth
(Erstwhile Sundaram Flexible Fund -Flexible Income Plan Regular - Growth)
Fund House: Sundaram Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 30-12-2004 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.51% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 712 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: - | Exit Load: W.E.F 10-MAY-13 NIL |
38.8567
0.01 (0.0322%)
6.94%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to generate reasonable returns by creating a portfolio comprising substantially of fixed rate debt instruments, short term bonds and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 0.92 |
| Sharpe Ratio | -0.47 |
| Alpha | -0.41 |
| Beta | 0.39 |
| Yield to Maturity | 7.37 |
| Average Maturity | 5.85 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan- Growth | 30-12-2004 | 7.5 | 7.11 | 6.16 | 6.34 | 7.24 |
| Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan | 03-03-1997 | 7.97 | 8.04 | 6.91 | 7.04 | 7.72 |
| HDFC Corporate Bond Fund - Growth Option | 01-06-2010 | 7.82 | 8.04 | 6.59 | 6.74 | 7.62 |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 7.82 | 7.82 | 6.55 | 6.41 | 7.31 |
| Nippon India Corporate Bond Fund - Growth Plan - Growth Option | 14-09-2000 | 7.76 | 8.0 | 6.8 | 6.68 | 7.27 |
| ICICI Prudential Corporate Bond Fund - Growth | 12-06-2009 | 7.73 | 7.88 | 7.09 | 6.88 | 7.53 |
| Tata Corporate Bond Fund-Regular Plan-Growth | 29-11-2021 | 7.65 | 7.63 | 6.06 | - | - |
| Invesco India Corporate Bond Fund - Growth | 02-08-2007 | 7.59 | 7.62 | 6.14 | 6.17 | 6.5 |
| BANDHAN Corporate Bond Fund - Regular Growth | 04-01-2016 | 7.56 | 7.39 | 5.95 | 6.43 | - |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 7.54 | 7.8 | 5.96 | 5.7 | 5.87 |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.99%
