Sundaram Corporate Bond Fund Direct-Growth

Q: What are the returns of Sundaram Corporate Bond Fund?

The Sundaram Corporate Bond Fund is a 12 yrs 2 m old fund and has delivered average annual returns of 7.66% since inception. Sundaram Corporate Bond Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.53% 7.64% 6.21% 7.82% 7.66%

NAV as of Jul 21, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹41.9016+0.05% 1 day change	7.66% p.a.	#NA View Ranked Funds	₹719 Cr

Historical NAV & returns

NAV: ₹41.9016 as on Jul 21, 2025

This fund Category average

Sundaram Corporate Bond Fund overview

Expense ratio	0.33% as on May 31, 2025
Exit load	0% Exit load of 0.25% if redeemed within 30 days!
AUM (Fund size)	₹719 Cr
Lock-in Period	Nil
Age	12 yrs 2 m since May 13, 2013
Benchmark	Nifty Corporate Bond Index A-II
Min. investment	SIP: ₹250 & Lumpsum: ₹5000
Risk	Moderate
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Sundaram Corporate Bond Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jul 22, 2025

Period	This fund	Category average
1 Month	0.6%	0.62%
3 Months	1.75%	1.94%
6 Months	5.23%	5.33%
1 Year	9.53%	9.67%
2 Years	8.33%	8.52%
3 Years	7.64%	8.05%
4 Years	6.44%	6.7%
5 Years	6.21%	6.41%
7 Years	7.82%	7.55%
10 Years	7.82%	7.68%

Asset allocationas on May 31, 2025

Large Cap 0%

Mid Cap 0%

Small Cap 0%

Other Cap 0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

AAA 77.659969%

SOV 17.64704%

Cash & Call Money 4.290368%

Others 0.402625%

Top Debt Holdings

GOI 15.49%

Small Industries Devp. Bank of India Ltd. 9.32%

REC Ltd. 9.18%

HDFC Bank Ltd. 5.77%

Allocation by Instruments

Debenture 48.88746%

Non Convertible Debenture 17.041175%

GOI Securities 15.500265%

Bonds 11.731334%

Other Holdings

Others 2.18%

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Sundaram Corporate Bond Fund	N.A.	719 Cr	12 yrs 2 m	0.33%
Nippon India Corporate Bond Fund	N.A.	6,566 Cr	12 yrs 6 m	0.36%
PGIM India Corporate Bond Fund	N.A.	91 Cr	12 yrs 6 m	0.25%
Franklin India Corporate Debt Fund	N.A.	771 Cr	12 yrs 6 m	0.24%
Kotak Corporate Bond Fund	N.A.	16,661 Cr	12 yrs 6 m	0.34%
Canara Robeco Corporate Bond Fund	N.A.	117 Cr	11 yrs 6 m	0.37%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Corporate Bond Fund	0.6%	5.23%	9.53%	7.64%	6.21%	7.82%
Nippon India Corporate Bond Fund	0.61%	5.55%	10.14%	8.52%	7.2%	7.83%
PGIM India Corporate Bond Fund	0.68%	5.44%	9.83%	7.94%	6.66%	7.5%
Franklin India Corporate Debt Fund	0.7%	6.59%	10.98%	8.31%	6.94%	8.0%
Kotak Corporate Bond Fund	0.6%	5.37%	9.82%	8.19%	6.61%	7.77%
Canara Robeco Corporate Bond Fund	0.57%	4.53%	8.58%	7.42%	5.9%	7.31%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Corporate Bond Fund	1.04	0.53	0.99	2.11
Nippon India Corporate Bond Fund	1.16	0.66	1.64	3.03
PGIM India Corporate Bond Fund	1.13	0.61	1.14	2.1
Franklin India Corporate Debt Fund	1.36	0.55	1.22	3.09
Kotak Corporate Bond Fund	1.03	0.57	1.52	3.14
Canara Robeco Corporate Bond Fund	1.03	0.59	0.84	1.39

View all Corporate Bond funds

Key risk & return ratios Compared to other funds in the category

Alpha	0.48 vs. 2.96 Underperformed at beating benchmark
Sharpe	0.99 vs. 3.59 Poor risk-adjusted returns
Beta	0.53 vs. 1.3 Less sensitive to market ups & downs
Standard deviation	1.04 vs. 1.09 More stable returns

Compare Sundaram Corporate Bond Fund in detail with

About this fund

About Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund Direct-Growth is a Corporate Bond mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 2 m, having been launched on 13/05/2013. Sundaram Corporate Bond Fund Direct-Growth has ₹719 Crores worth of assets under management (AUM) as on 31/05/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Corporate Bond Fund Direct-Growth as of 21/07/2025 is ₹41.90. The fund has an expense ratio of 0.33%, which is close to what most other Corporate Bond funds charge.

Sundaram Corporate Bond Fund Direct-Growth returns of last 1-year are 9.51%. Since launch, it has delivered 7.67% average annual returns. The fund has doubled the money invested in it every 10 yrs.
Sundaram Corporate Bond Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is below average.
The fund's credit profile is very high indicating it has lent to borrowers whose quality is excellent. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
The fund's top holdings are in GOI, Small Industries Devp. Bank of India Ltd., REC Ltd., HDFC Bank Ltd., National Bank For Agriculture & Rural Development.

...

Fund AUM	719 Cr as on May 31, 2025
Scheme document	View Scheme Document

Fund managers

Dwijendra Srivastava

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Investment objective

The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	69,421 Cr as on Jun 30, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM	1Y	3Y
Sundaram Short Duration Fund	N.A.	214 Cr	9.68%	8.12%
Sundaram Low Duration Fund	N.A.	398 Cr	8.59%	7.69%
Sundaram Banking & PSU Fund	N.A.	471 Cr	9.26%	7.69%
Sundaram Ultra Short Duration Fund	N.A.	2,551 Cr	7.91%	7.47%
Sundaram Money Market Fund	N.A.	1,356 Cr	8.13%	7.39%

See all Debt funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Corporate Bond Fund?

The current Net Asset Value (NAV) of the Sundaram Corporate Bond Fund - Direct Growth plan is approximately ₹41.9016 as of Jul 21, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Corporate Bond Fund is a 12 yrs 2 m old fund and has delivered average annual returns of 7.66% since inception.

Sundaram Corporate Bond Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.53%	7.64%	6.21%	7.82%	7.66%

How much does this mutual fund charge as expense ratio?

The Sundaram Corporate Bond Fund - Direct Growth has an expense ratio of 0.33%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Corporate Bond Fund currently has assets under management (AUM) or fund size valued at approximately 719 Cr as on May 31, 2025.

To whom does Sundaram Corporate Bond Fund lend to?

The top 3 debt holdings of Sundaram Corporate Bond Fund are as follows

Holding Name	Percentage of Portfolio
GOI	15.49%
Small Industries Devp. Bank of India Ltd.	9.32%
REC Ltd.	9.18%

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Corporate Bond Fund allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
AAA	77.659969%
SOV	17.64704%
Cash & Call Money	4.290368%

What is risk level of Sundaram Corporate Bond Fund?

This is a Corporate Bond fund comes with Moderate risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Corporate Bond Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Corporate Bond Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Corporate Bond Fund is complete.

How can I redeem my investments in Sundaram Corporate Bond Fund?

Redeeming your investments in Sundaram Corporate Bond Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Corporate Bond Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Corporate Bond

#NA

Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Corporate Bond funds in the last 10 Years.
Exit Load: This fund has no exit load.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Return/Risk: The fund is performing poorly than its category.