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Sundaram Corporate Bond Fund Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)

  • Debt
  • Corporate Bond
  • Moderate
  • Current NAV

    ₹16.46 0.0004%

    19-04-2024
  • Annual Returns

    6.22%

  • Min. SIP ₹250

    Min. Investment ₹5000

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  • Debt 94.59%
  • Others 5.08%

Market Cap

Allocation
Others 94.59

Sector Allocation

Financial

Sovereign

Energy

Construction

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 14.86% 0%
7.23% Indian Railway Finance Corporation Ltd. 15/10/2026 Financial 8.9% 0%
7.43% Small Industries Devp. Bank of India Ltd. Financial 7.64% 0%
7.06% GOI 10/04/2028 Sovereign 6.41% 0%
7.5% National Bank For Agriculture & Rural Development Financial 6.37% 0%
7.4% National Housing Bank 16/07/2026 Financial 5.11% 0%
7.44% Power Finance Corporation Ltd. 10/05/2028 Financial 5.11% 0%
7.7% LIC Housing Finance Ltd. 16/05/2028 Financial 3.83% 0%
7.46% REC Ltd. 30/06/2028 Financial 3.19% 0%
7.44% REC Ltd. 30/04/2026 Financial 3.19% 0%
7.65% HDFC Bank Ltd. 25/05/2033 Financial 3.19% 0%
7.49% National Bank For Agriculture & Rural Development 15/10/2026 Financial 3.18% 0%
7.22% National Housing Bank 23/07/2026 Financial 3.18% 0%
7.7% HDB Financial Services Ltd. 11/08/2025 Financial 3.18% 0%
7.13% Power Finance Corporation Ltd. 15/07/2026 Financial 3.17% 0%
7.44% Indian Oil Corporation Ltd. 25/11/2027 Energy 2.56% 0%
7.8% HDFC Bank Ltd. 03/05/2033 Financial 1.94% 0%
7.77% REC Ltd. 30/09/2026 Financial 1.93% 0%
6.4% LIC Housing Finance Ltd. 30/11/2026 Financial 1.86% 0%
7.32% GOI 13/11/2030 Sovereign 1.3% 0%
7.95% LIC Housing Finance Ltd. 29/01/2028 Financial 1.29% 0%
7.77% Embassy Office Parks REIT 05/06/2025 Construction 1.28% 0%
7.37% Power Finance Corporation Ltd. 22/05/2026 Financial 1.27% 0%
7.38% GOI 20/06/2027 Sovereign 0.65% 0%

Market Cap

Allocation
Others 5.08

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.45% 0%
Others Others 1.63% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Corporate Bond Fund Regular Plan?

The top holdings of this fund are 7.18% GOI 14/08/2033, 7.23% Indian Railway Finance Corporation Ltd. 15/10/2026, 7.43% Small Industries Devp. Bank of India Ltd., 7.06% GOI 10/04/2028, 7.5% National Bank For Agriculture & Rural Development

Top 5 Sector for Sundaram Corporate Bond Fund Regular Plan?

The major sectors of this fund are Financial, Sovereign, Energy, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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