Sundaram Corporate Bond Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation2.7%
Sharpe Ratio-0.15
Beta2.41
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
Small Industries Development Bank Of IndiaUtilities6.68%
TrepsUtilities5.40%
Indian Railway Finance Corporation LimitedUtilities5.30%
National Housing BankUtilities5.22%
LIC Housing Finance LtdUtilities3.96%
Bank Of BarodaUtilities3.79%
National Bank For Agriculture And Rural DevelopmentUtilities3.33%
HDFC Bank LimitedUtilities3.33%
6.79% Govt Stock 2034Utilities3.32%
National Bank For Agriculture And Rural DevelopmentUtilities3.32%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.55%
Regulatory & Tax Information
INF903J01HY2
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)