Sundaram Corporate Bond Fund Regular Plan- Growth
Fund House: Sundaram Mutual Fund
Category: Debt: Corporate Bond
Status: Open Ended Schemes
Launch Date: 30-12-2004
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 1000.0
Benchmark: Nifty Corporate Bond Index A-II
Total Assets: 806.21 As on (29-08-2025)
Expense Ratio: 0.55% As on (31-08-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 07-10-2025
40.9208
0.0212
CAGR Since Inception
7.01%
Nifty Corporate Bond Index A-II 7.4%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan- Growth | 8.19 | 7.42 | 6.01 | 7.27 | 7.01 |
| Benchmark | - | - | - | - | - |
| Debt: Corporate Bond | 8.24 | 7.67 | 6.06 | 7.06 | 7.13 |
Funds Manager
FM 1- Mr. Dwijendra Srivastava; FM 2 - Mr. Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Corporate Bond Fund Regular Plan- Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Corporate Bond Fund Regular Plan- Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Corporate Bond Fund Regular Plan- Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Corp Bond Reg Gr | 30-12-2004 | 8.19 | 8.24 | 7.42 | 6.01 | 7.27 |
| Franklin India Corp Debt Gr | 23-06-1997 | 9.47 | 8.49 | 7.82 | 6.25 | 7.24 |
| BARODA BNP PARIBAS Corporate Bond Fund Gr | 08-11-2008 | 8.95 | 8.74 | 8.03 | 5.7 | 5.98 |
| Axis Corporate Bond Fund Reg Growth | 01-07-2017 | 8.62 | 8.4 | 7.78 | 6.26 | 0.0 |
| Nippon India Corp Bond Gr Gr | 14-09-2000 | 8.52 | 8.56 | 8.07 | 6.73 | 7.28 |
| HSBC Corporate Bond Fund Reg Gr | 01-01-2013 | 8.46 | 8.33 | 7.9 | 6.04 | 7.08 |
| UTI Corp Bond Reg Gr | 05-08-2018 | 8.44 | 8.24 | 7.69 | 6.12 | 0.0 |
| ICICI Pru Corp Bond Gr | 12-06-2009 | 8.43 | 8.21 | 7.91 | 6.6 | 7.51 |
| Kotak Corp Bond Reg Gr | 21-09-2007 | 8.42 | 8.47 | 7.83 | 6.28 | 7.36 |
| SBI Corp Bond Reg Gr | 05-01-2019 | 8.32 | 8.14 | 7.61 | 5.89 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Corporate Bond Fund Regular Plan- Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan- Growth | 0.92 | -0.47 | -0.41 | 0.39 | 6.8 | 4.47 |
| Debt: Corporate Bond | - | - | - | - | - | - |