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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 202619.6844
CategoryCorporate Bond
PlanDirect · Idcw
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₹0.32 Cr
Growth of ₹10,000₹11,5842 Sep 2021 to 2 Sep 2026
₹11,969₹11,465₹10,962₹10,458₹9,955Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹11,584 (+3.0% a year) Sundaram Corporate Bond Fund

Performance (trailing, annualised)

1Y annualised-1.88%
3Y annualised3.07%
5Y annualised2.99%
10Y annualised3.42%

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 ₹1,21,8902.92%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,70,6511.90%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,44,2302.81%

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

Calendar years

Calendar 20211.03%
Calendar 20222.57%
Calendar 20234.72%
Calendar 20246.52%
Calendar 2025-1.59%

Rolling returns

Rolling 1Y · average469 windows since 20 Jul 20173.46%
Rolling 1Y · median4.08%
Rolling 1Y · worst window-5.09%
Rolling 1Y · best window10.08%
Rolling 1Y · windows positive84%
Rolling 3Y · average414 windows since 22 Sep 20164.66%
Rolling 3Y · median4.08%
Rolling 3Y · worst window2.10%
Rolling 3Y · best window11.64%
Rolling 3Y · windows positive100%
Rolling 5Y · average312 windows since 21 Sep 20184.22%
Rolling 5Y · median4.13%
Rolling 5Y · worst window2.44%
Rolling 5Y · best window6.80%
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)4.41%
Downside deviation (3Y)4.29%
Maximum drawdown-7.19%

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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