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Home Mf Research Sundaram Corporate Bond Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Corporate Bond Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Debt Debt Corporate Bond

Fund Performance

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Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,002.96 +0.30%
Two Week 2026-10-19 ₹1,000.00 ₹1,000.56 +0.06%
One Month 2026-10-05 ₹1,000.00 ₹998.74 -0.13%
Three Months 2026-08-05 ₹3,000.00 ₹2,997.21 -0.09%
Six Months 2026-05-07 ₹6,000.00 ₹6,034.33 +0.57%
One Year 2025-11-03 ₹12,000.00 ₹12,229.43 +1.91%
Three Year 2023-11-06 ₹36,000.00 ₹39,197.24 +8.88%
Five Year 2021-11-08 ₹60,000.00 ₹69,913.42 +16.52%
Ten Year 2016-11-07 ₹120,000.00 ₹166,659.35 +38.88%
Since Inception 2004-12-29 ₹266,000.00 ₹607,529.11 +128.39%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

CRISIL AAA 53.33%
ICRA AAA 22.36%
Other 9.12%
Sovereign 8.05%
IND A1+ 4.74%
ICRA AA+ 1.61%
CRISIL A1+ 0.78%

Top Holdings

Company-wise portfolio exposure

Indian Railway Finance Corporation Ltd - 7.37% - 31/07/2029** 6.41%
LIC Housing Finance Ltd - 7.7% - 16/05/2028** 4.83%
Power Finance Corporation Ltd - 7.75% - 11/06/2030** 4.83%
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028** 4.75%
Small Industries Development Bank of India - 7.83% - 24/11/2028** 4.04%
REC LTD - 7.46% - 30/06/2028** 4.02%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 4.02%
Embassy Office Parks REIT - 7.21% - 17/03/2028** 4.00%
REC LTD - 7.17% - 01/07/2031** 3.93%
BAJAJ HOUSING FINANCE LTD - 7.64% - 01/07/2030 3.72%
Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 3.23%
Bajaj Finance Ltd - 7.82% - 31/01/2034** 3.23%
HDB Financial Services Ltd - 7.9611% - 05/01/2028** 3.22%
Power Finance Corporation Ltd - 6.96% - 02/03/2028** 3.20%
Export Import Bank of India - 7.35% - 27/07/2028** 2.41%
Bharti Telecom Ltd - 7.4% - 01/02/2029 2.37%
State Bank of India - 6.93% - 20/10/2035** - Call Dt : 09-Oct-2030 2.35%
HDB Financial Services Ltd - 7.4091% - 05/06/2028** 2.23%
Indian Oil Corporation Ltd - 7.44% - 25/11/2027** 1.62%
Muthoot Finance Ltd - 8.65% - 31/01/2028** 1.61%
Small Industries Development Bank of India - 7.47% - 05/09/2029** 1.60%
Small Industries Development Bank of India - 7.04% - 09/02/2029** 1.59%
Small Industries Development Bank of India - 7.68% - 10/08/2027 0.89%
Indian Railway Finance Corporation Ltd - 7.46% - 18/06/2029** 0.80%
LIC Housing Finance Ltd - 6.9% - 17/09/2027 0.80%
National Bank for Financing Infrastructure and Development - 7.37% - 16/07/2029** 0.80%
REC LTD - 6.52% - 31/01/2028** 0.80%
6.94% Central Government Securities 11/05/2036 3.97%
6.53% Tamil Nadu State Development Loan 06/01/2031 2.19%
6.45% Gujarat State Development Loan - 06/01/2030 1.57%
6.36% Central Government Securities 16/02/2031 0.32%
Bank of Baroda - 05/02/2027** 3.16%
Bank of Baroda - 04/02/2027** 1.58%
Punjab National Bank - 09/03/2027** 0.78%
TREPS 3.99%
Corporate Debt Market Development Fund - Class A2 0.50%
Cash and Other Net Current Assets^ 4.63%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
2.7 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Franklin India Corporate Bond Fund - Plan B - Regular Plan - Growth 5.71% 7.43% 7.93%
DSP Corporate Bond Fund - Regular Plan - Growth 5.50% 7.09% 6.86%
HSBC Corporate Bond Fund 54Ea - Regular Plan - Growth 5.12% 7.02% 6.60%
Franklin India Corporate Bond Fund - Plan A - Regular Plan - Growth 4.88% 7.24% 7.89%
Baroda Bnp Paribas Corporate Bond Fund - Regular Plan - Growth 4.62% 7.33% 6.19%
Bandhan Corporate Bond Fund - Regular Plan - Growth 4.43% 6.65% 6.87%
Baroda Bnp Paribas Corporate Bond Fund - Regular Plan - Growth 4.34% 7.28% 7.05%
ICICI Prudential Corporate Bond Fund - Regular Plan - Growth 4.18% 6.81% 6.95%
UTI Corporate Bond Fund - Regular Plan - Flexi IDCW Payout 3.85% 6.73% 5.33%
UTI Corporate Bond Fund - Regular Plan - Flexi IDCW Reinvestment 3.85% 0.00% 4.07%

Returns are historical and do not guarantee future performance.

View All Debt Corporate Bond Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

Income and capital appreciation from a portfolio comprising substantially of fixed income and money market instruments of AA+ and above rated corporate bonds

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
0.56%
Expense Ratio (Direct)
0.33%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Corporate Bond Index A-II

Exit Load

Charges that may apply when you redeem units

N/A
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