Sundaram Corporate Bond Fund
The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Growthvine rating: 2/5 — ranked #14 of 22 in category.
Fund basics
| Category | Debt: Corporate Bond |
|---|---|
| NAV | ₹42.58 (as of 2026-09-11) |
| AUM | ₹620 Cr |
| Expense ratio | 0.47% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 5.77% |
|---|---|
| Sharpe ratio | 0.67 |
| Standard deviation | 1.49% |
| Max drawdown | -11.05% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 94.6% of NIFTY Corporate Bond Index's upside and 23.8% of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.1% | Q3 | #14 of 22 |
| 2025 | 7.5% | Q3 | #13 of 22 |
| 2024 | 8.0% | Q3 | #14 of 22 |
| 2023 | 6.3% | Q4 (Bottom) | #20 of 21 |
| 2022 | 3.7% | Q2 | #6 of 18 |