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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 202644.0962
CategoryCorporate Bond
PlanDirect · Growth
Launched20 Dec 2004
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1Nifty Corporate Bond Index A-II
Expense ratiodirect plan, a year0.33%
AUM₹323 Cr
Growth of ₹10,000₹13,4002 Sep 2021 to 2 Sep 2026
₹13,421₹12,565₹11,710₹10,854₹9,999Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,400 (+6.0% a year) Sundaram Corporate Bond Fund

Performance (trailing, annualised)

1Y annualised5.25%
3Y annualised7.10%
5Y annualised6.03%
10Y annualised7.04%

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 ₹1,23,3105.13%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,97,6006.56%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,09,1696.62%

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

Calendar years

Calendar 20213.76%
Calendar 20223.92%
Calendar 20236.49%
Calendar 20248.23%
Calendar 20257.79%

Rolling returns

Rolling 1Y · average631 windows since 19 May 20148.18%
Rolling 1Y · median8.01%
Rolling 1Y · worst window0.66%
Rolling 1Y · best window17.46%
Rolling 1Y · windows positive100%
Rolling 3Y · average529 windows since 18 May 20167.91%
Rolling 3Y · median7.70%
Rolling 3Y · worst window4.53%
Rolling 3Y · best window13.07%
Rolling 3Y · windows positive100%
Rolling 5Y · average427 windows since 16 May 20187.74%
Rolling 5Y · median7.53%
Rolling 5Y · worst window5.86%
Rolling 5Y · best window9.92%
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)1.08%
Downside deviation (3Y)0.57%
Maximum drawdown-0.57%

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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