Sundaram Corporate Bond Fund - Growth
Medium
Risk
Debt
Other
+
5.16
%
5.16
%
3Y annualised
+
0.06
%
0.06
%
1D
1M
6M
1Y
3Y
All
Fund size
777
NAV:
Mar 7, 2024
36.1057
Sector
Tech
Type
Debt
Launched
Dec 2004
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
14.89
%
Indian Railway Finance Corporation Limited
8.95
%
Small Industries Development Bank Of India
7.64
%
7.06% Govt Stock 2028
6.43
%
National Bank For Agriculture And Rural Development
6.38
%
National Housing Bank
5.13
%
Power Finance Corporation Ltd.
5.12
%
LIC Housing Finance Limited
3.83
%
HDFC Bank Limited
3.21
%
Rural Electrification Corporation Limited
3.2
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Corporate Bond Fund - Growth
More details
Investment objective
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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