Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW )
(Erstwhile Sundaram Corporate Bond Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) )
| Category: Debt: Corporate Bond |
| Launch Date: 30-12-2004 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| Expense Ratio: 0.55% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 798.01 Cr As on ( 31-07-2025) |
| Turn over: |
NAV (₹):
19.4183
₹ -0.01 ( -0.0469%)
as on
13-08-2025
CAGR
Since Inception -
6.41%
Nifty Corporate Bond Index A-II -
7.37%
Fund Managers
FM 1- Mr. Dwijendra Srivastava; FM 2 - Mr. Sandeep Agarwal
Investment Objective
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
PERFORMANCE of Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW )
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW ) | 8.44 | 7.23 | 5.89 | 6.82 | 6.41 |
| Benchmark | - | - | - | - | - |
| Debt: Corporate Bond | 8.46 | 7.39 | 5.95 | 7.11 | 7.12 |
RETURNS CALCULATOR for Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW )
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW )
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW ) | 0.92 | -0.47 | -0.41 | 0.39 | 6.65 | 4.31 |
| Debt: Corporate Bond | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Reg Plan IDCW | 30-12-2004 | 8.44 | 7.94 | 7.23 | 5.89 | 6.82 |
| Franklin India Corp Debt Gr | 23-06-1997 | 9.63 | 8.34 | 7.5 | 6.27 | 7.27 |
| BARODA BNP PARIBAS Corporate Bond Fund Gr | 08-11-2008 | 9.14 | 8.39 | 7.72 | 5.51 | 6.04 |
| Nippon India Corp Bond Gr Gr | 14-09-2000 | 8.87 | 8.34 | 7.88 | 6.73 | 7.32 |
| Axis Corporate Bond Fund Reg Growth | 01-07-2017 | 8.76 | 8.14 | 7.51 | 6.2 | 0.0 |
| HSBC Corporate Bond Fund Reg Gr | 01-01-2013 | 8.74 | 8.15 | 7.47 | 5.76 | 7.21 |
| SBI Corp Bond Reg Gr | 05-01-2019 | 8.62 | 7.98 | 7.38 | 5.77 | 0.0 |
| Union Corp Bond Reg Gr | 07-05-2018 | 8.61 | 8.01 | 7.21 | 5.59 | 0.0 |
| UTI Corp Bond Reg Gr | 05-08-2018 | 8.57 | 8.04 | 7.43 | 6.0 | 0.0 |
| Kotak Corp Bond Reg Gr | 21-09-2007 | 8.57 | 8.17 | 7.58 | 6.17 | 7.35 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW )
Portfolio as on