Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund
Category: Debt: Corporate Bond
Status: Open Ended Schemes
Launch Date: 30-12-2004
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 1000.0
Benchmark: Nifty Corporate Bond Index A-II
Total Assets: 699.0 As on (31-03-2025)
Expense Ratio: 0.52% As on (31-03-2025)
Turn over: 81.00% | Exit Load: W.E.F 10-MAY-13 NIL
NAV as on 25-04-2025
16.9575
-0.0131
CAGR Since Inception
6.35%
Nifty Corporate Bond Index A-II 7.37%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) | 9.65 | 6.88 | 6.59 | 7.03 | 6.35 |
| Benchmark | - | - | - | - | - |
| Debt: Corporate Bond | 9.52 | 7.0 | 6.59 | 7.14 | 7.17 |
Funds Manager
Dwijendra Srivastava, Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Corp Bond Reg Mly IDCW | 30-12-2004 | 9.65 | 7.93 | 6.88 | 6.59 | 7.03 |
| ABSL Corp Bond Gr Reg | 03-03-1997 | 10.1 | 8.63 | 7.6 | 7.24 | 7.85 |
| BARODA BNP PARIBAS Corporate Bond Fund Gr | 08-11-2008 | 10.06 | 8.33 | 7.08 | 6.17 | 6.07 |
| Nippon India Corp Bond Gr Gr | 14-09-2000 | 10.06 | 8.5 | 7.62 | 7.08 | 7.41 |
| HDFC Corp Bond Gr | 01-06-2010 | 9.81 | 8.55 | 7.47 | 7.03 | 7.76 |
| Tata Corporate Bond Fund Reg Gr | 29-11-2021 | 9.8 | 8.21 | 6.95 | 0.0 | 0.0 |
| Axis Corporate Bond Fund Reg Growth | 01-07-2017 | 9.77 | 8.15 | 7.22 | 6.95 | 0.0 |
| Invesco India Corp Bond Gr | 02-08-2007 | 9.75 | 8.13 | 6.95 | 6.52 | 6.75 |
| Kotak Corp Bond Reg Gr | 21-09-2007 | 9.75 | 8.27 | 7.23 | 6.7 | 7.45 |
| SBI Corp Bond Reg Gr | 05-01-2019 | 9.7 | 8.02 | 6.97 | 6.4 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW) | 0.92 | -0.47 | -0.41 | 0.39 | 7.15 | 5.98 |
| Debt: Corporate Bond | - | - | - | - | - | - |