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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 202642.5187
CategoryCorporate Bond
PlanRegular · Growth
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₹294 Cr
Growth of ₹10,000₹13,2432 Sep 2021 to 2 Sep 2026
₹13,265₹12,447₹11,630₹10,813₹9,996Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,243 (+5.8% a year) Sundaram Corporate Bond Fund

Performance (trailing, annualised)

1Y annualised4.99%
3Y annualised6.85%
5Y annualised5.78%
10Y annualised6.71%

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 ₹1,23,1424.87%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,96,0756.30%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,04,7056.37%

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

Calendar years

Calendar 20213.50%
Calendar 20223.66%
Calendar 20236.26%
Calendar 20247.98%
Calendar 20257.54%

Rolling returns

Rolling 1Y · average997 windows since 5 Apr 20077.14%
Rolling 1Y · median6.92%
Rolling 1Y · worst window-3.09%
Rolling 1Y · best window17.28%
Rolling 1Y · windows positive97%
Rolling 3Y · average894 windows since 6 Apr 20097.11%
Rolling 3Y · median7.06%
Rolling 3Y · worst window3.29%
Rolling 3Y · best window12.83%
Rolling 3Y · windows positive100%
Rolling 5Y · average791 windows since 5 Apr 20117.18%
Rolling 5Y · median7.04%
Rolling 5Y · worst window4.27%
Rolling 5Y · best window9.55%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)1.07%
Downside deviation (3Y)0.58%
Maximum drawdown-0.58%

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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