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OmniAsset › Mutual funds › Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund

Corporate Bond fund benchmarked to Nifty Corporate Bond Index A-II. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202619.013
CategoryCorporate Bond
PlanRegular · Idcw
Launched20 Dec 2004
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1Nifty Corporate Bond Index A-II
Expense ratiodirect plan, a year0.56%
AUM₹1.78 Cr
Growth of ₹10,000₹11,4292 Sep 2021 to 2 Sep 2026
₹11,846₹11,372₹10,898₹10,424₹9,951Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,429 (+2.7% a year) Sundaram Corporate Bond Fund

Performance (trailing, annualised)

1Y annualised-2.14%
3Y annualised2.79%
5Y annualised2.71%
10Y annualised3.07%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,7232.66%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,69,1371.63%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,39,7782.53%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20210.72%
Calendar 20222.28%
Calendar 20234.45%
Calendar 20246.23%
Calendar 2025-1.84%

Rolling returns

Rolling 1Y · average997 windows since 5 Apr 20073.38%
Rolling 1Y · median4.11%
Rolling 1Y · worst window-22.45%
Rolling 1Y · best window17.28%
Rolling 1Y · windows positive87%
Rolling 3Y · average894 windows since 6 Apr 20093.38%
Rolling 3Y · median3.32%
Rolling 3Y · worst window-4.15%
Rolling 3Y · best window11.74%
Rolling 3Y · windows positive87%
Rolling 5Y · average791 windows since 5 Apr 20113.34%
Rolling 5Y · median3.47%
Rolling 5Y · worst window-1.47%
Rolling 5Y · best window7.25%
Rolling 5Y · windows positive95%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)4.41%
Downside deviation (3Y)4.30%
Maximum drawdown-7.27%

Management

Fund managerFM 1 - Mr. Sandeep Agarwal, FM 2- Mr. Kumaresh Ramakrishnan
Managing since1 Jul 2010

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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