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Corporate Bond📊 NIFTY Corporate Bond Index(SEBI default)

Sundaram Corporate Bond Fund · Regular · Growth

Sundaram Mutual Fund

#12 of 22 (1Y)

NAV

₹42.0811

as of 16 Jun 2026

Expense Ratio

0.64%

AUM

₹706 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.59%
3Y
+6.87%
5Y
+5.84%
Since Inception
+6.92%

SIP returns (XIRR)

1Y
+4.75%
3Y
+6.58%
5Y
+6.43%
Since Inception
+7.08%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,29,000

Invested

₹2,93,418

Value today

7.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹4,198

Value today

6.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,90,000

Withdrawn

₹12,63,877

Corpus left

+₹15,53,877 net gain — withdrew ₹12,90,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,50,391

Value today

1.5×

Multiple

Staying invested through that crash turned ₹1L into ₹1,50,391 — a 1.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.15

Sharpe Ratio

Alpha

Beta

0.16

Sortino

1.23%

Std Dev

-0.58%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryCorporate Bond
BenchmarkNIFTY Corporate Bond Index
Launch Date29 Dec 2004
AMFI Code100789
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadExit Load W.E.F 10-MAY-13 NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Sundaram Corporate Bond Fund · Regular · Growth by Sundaram Mutual Fund is a Corporate Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Corporate Bond category.

About This Fund

Sundaram Corporate Bond Fund · Regular · Growth is a Corporate Bond mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 21 years. It manages assets worth ₹706 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Corporate Bond Index. The current expense ratio is 0.64%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations