Sundaram Corporate Bond Fund Datagrid
Category Corporate Bond Fund
BMSMONEY Rank 11
Rating
Growth Option 04-12-2025
NAV ₹41.27(R) +0.01% ₹42.72(D) +0.01%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.72% 7.4% 5.82% 7.43% 7.29%
Direct 7.96% 7.64% 6.07% 7.68% 7.62%
Benchmark
SIP (XIRR) Regular 7.06% 7.68% 6.11% 6.45% 6.82%
Direct 7.31% 7.92% 6.35% 6.7% 7.1%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.52 0.98 0.74 2.55% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.09% 0.0% -0.13% 0.58 0.7%
Fund AUM As on: 30/06/2025 731 Cr
Top Corporate Bond Fund
Fund Name Rank Rating
Icici Prudential Corporate Bond Fund 1
Franklin India Corporate Debt Fund 2
Baroda BNP Paribas Corporate Bond Fund 3
Axis Corporate Debt Fund 4

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Corporate Bond Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.46
0.0000
0.0100%
Sundaram Corporate Bond Fund Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 19.07
0.0000
0.0100%
Sundaram Corporate Bond Fund Regular Plan- Growth 41.27
0.0000
0.0100%
Sundaram Corporate Bond Fund Direct Plan - Growth 42.72
0.0000
0.0100%

Review Date: 04-12-2025

Beginning of Analysis

In the Corporate Bond Fund category, Sundaram Corporate Bond Fund is the 11th ranked fund. The category has total 19 funds. The Sundaram Corporate Bond Fund has shown an average past performence in Corporate Bond Fund. The fund has a Jensen Alpha of 2.55% which is higher than the category average of 1.94%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.52 which is lower than the category average of 1.62.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Corporate Bond Mutual Funds are a good option for investors seeking higher returns than traditional debt instruments while maintaining moderate risk. However, they are not entirely risk-free and are subject to credit risk, interest rate risk, and market risk. Investors should carefully assess their risk appetite, investment horizon, and tax implications before investing in these funds.

Sundaram Corporate Bond Fund Return Analysis

  • The fund has given a return of 0.41%, 1.81 and 2.49 in last one, three and six months respectively. In the same period the category average return was 0.43%, 1.86% and 2.53% respectively.
  • Sundaram Corporate Bond Fund has given a return of 7.96% in last one year. In the same period the Corporate Bond Fund category average return was 8.13%.
  • The fund has given a return of 7.64% in last three years and ranked 17.0th out of 19 funds in the category. In the same period the Corporate Bond Fund category average return was 7.96%.
  • The fund has given a return of 6.07% in last five years and ranked 12th out of 16 funds in the category. In the same period the Corporate Bond Fund category average return was 6.29%.
  • The fund has given a return of 7.62% in last ten years and ranked 7th out of nine funds in the category. In the same period the category average return was 7.65%.
  • The fund has given a SIP return of 7.31% in last one year whereas category average SIP return is 7.44%. The fund one year return rank in the category is 13th in 20 funds
  • The fund has SIP return of 7.92% in last three years and ranks 16th in 19 funds. Franklin India Corporate Debt Fund has given the highest SIP return (8.8%) in the category in last three years.
  • The fund has SIP return of 6.35% in last five years whereas category average SIP return is 6.6%.

Sundaram Corporate Bond Fund Risk Analysis

  • The fund has a standard deviation of 1.09 and semi deviation of 0.7. The category average standard deviation is 1.14 and semi deviation is 0.75.
  • The fund has a beta of 0.56 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Corporate Bond Fund Category
  • Good Performance in Corporate Bond Fund Category
  • Poor Performance in Corporate Bond Fund Category
  • Very Poor Performance in Corporate Bond Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.39
    0.40
    		0.06 | 0.51 13 | 20 Average
    3M Return % 1.76
    1.76
    		1.47 | 2.03 11 | 20 Average
    6M Return % 2.38
    2.32
    		1.88 | 2.88 7 | 20 Good
    1Y Return % 7.72
    7.72
    		6.40 | 8.88 11 | 20 Average
    3Y Return % 7.40
    7.54
    		6.65 | 7.99 14 | 19 Average
    5Y Return % 5.82
    5.88
    		5.11 | 6.54 9 | 16 Average
    7Y Return % 7.43
    7.09
    		6.13 | 7.62 5 | 15 Good
    10Y Return % 7.29
    7.25
    		6.45 | 7.68 5 | 9 Good
    15Y Return % 7.40
    7.79
    		7.30 | 8.32 5 | 7 Average
    1Y SIP Return % 7.06
    7.03
    		5.78 | 8.14 10 | 20 Good
    3Y SIP Return % 7.68
    7.74
    		6.72 | 8.27 13 | 19 Average
    5Y SIP Return % 6.11
    6.19
    		5.34 | 6.65 11 | 16 Average
    7Y SIP Return % 6.45
    6.44
    		5.63 | 6.90 9 | 15 Average
    10Y SIP Return % 6.82
    6.85
    		6.00 | 7.24 7 | 9 Average
    15Y SIP Return % 7.10
    7.24
    		6.67 | 7.61 6 | 7 Average
    Standard Deviation 1.09
    1.14
    		0.80 | 1.36 6 | 19 Good
    Semi Deviation 0.70
    0.75
    		0.53 | 0.89 5 | 19 Very Good
    Max Drawdown % -0.13
    -0.18
    		-0.43 | 0.00 7 | 19 Good
    Average Drawdown % -0.13
    -0.14
    		-0.28 | 0.00 8 | 19 Good
    Sharpe Ratio 1.52
    1.62
    		0.94 | 2.60 13 | 19 Average
    Sterling Ratio 0.74
    0.75
    		0.66 | 0.79 15 | 19 Average
    Sortino Ratio 0.98
    1.08
    		0.49 | 2.03 10 | 19 Good
    Jensen Alpha % 2.55
    1.94
    		1.33 | 3.46 4 | 19 Very Good
    Treynor Ratio 0.03
    0.03
    		0.02 | 0.04 5 | 19 Very Good
    Modigliani Square Measure % 7.66
    7.62
    		6.62 | 10.88 7 | 19 Good
    Alpha % -0.88
    -0.70
    		-1.60 | -0.25 14 | 19 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.41 0.43 0.09 | 0.53 15 | 20 Average
    3M Return % 1.81 1.86 1.57 | 2.13 15 | 20 Average
    6M Return % 2.49 2.53 2.17 | 3.02 11 | 20 Average
    1Y Return % 7.96 8.13 7.09 | 9.50 14 | 20 Average
    3Y Return % 7.64 7.96 7.34 | 8.34 17 | 19 Poor
    5Y Return % 6.07 6.29 5.69 | 6.93 12 | 16 Average
    7Y Return % 7.68 7.51 6.46 | 7.84 5 | 15 Good
    10Y Return % 7.62 7.65 7.17 | 7.85 7 | 9 Average
    1Y SIP Return % 7.31 7.44 6.47 | 8.76 13 | 20 Average
    3Y SIP Return % 7.92 8.16 7.41 | 8.80 16 | 19 Poor
    5Y SIP Return % 6.35 6.60 6.01 | 7.03 12 | 16 Average
    7Y SIP Return % 6.70 6.85 6.31 | 7.29 11 | 15 Average
    10Y SIP Return % 7.10 7.24 6.70 | 7.46 7 | 9 Average
    Standard Deviation 1.09 1.14 0.80 | 1.36 6 | 19 Good
    Semi Deviation 0.70 0.75 0.53 | 0.89 5 | 19 Very Good
    Max Drawdown % -0.13 -0.18 -0.43 | 0.00 7 | 19 Good
    Average Drawdown % -0.13 -0.14 -0.28 | 0.00 8 | 19 Good
    Sharpe Ratio 1.52 1.62 0.94 | 2.60 13 | 19 Average
    Sterling Ratio 0.74 0.75 0.66 | 0.79 15 | 19 Average
    Sortino Ratio 0.98 1.08 0.49 | 2.03 10 | 19 Good
    Jensen Alpha % 2.55 1.94 1.33 | 3.46 4 | 19 Very Good
    Treynor Ratio 0.03 0.03 0.02 | 0.04 5 | 19 Very Good
    Modigliani Square Measure % 7.66 7.62 6.62 | 10.88 7 | 19 Good
    Alpha % -0.88 -0.70 -1.60 | -0.25 14 | 19 Average
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Corporate Bond Fund NAV Regular Growth Sundaram Corporate Bond Fund NAV Direct Growth
    04-12-2025 41.2733 42.7219
    03-12-2025 41.271 42.7192
    02-12-2025 41.27 42.7179
    01-12-2025 41.2496 42.6966
    28-11-2025 41.2718 42.7188
    27-11-2025 41.2774 42.7243
    26-11-2025 41.281 42.7278
    25-11-2025 41.2549 42.7006
    24-11-2025 41.2259 42.6703
    21-11-2025 41.1928 42.6352
    20-11-2025 41.2031 42.6457
    19-11-2025 41.2055 42.6478
    18-11-2025 41.1847 42.6261
    17-11-2025 41.1746 42.6154
    14-11-2025 41.1679 42.6077
    13-11-2025 41.1789 42.6188
    12-11-2025 41.1859 42.6258
    11-11-2025 41.1706 42.6096
    10-11-2025 41.1627 42.6012
    07-11-2025 41.1415 42.5785
    06-11-2025 41.1288 42.5651
    04-11-2025 41.1136 42.549

    Fund Launch Date: 20/Dec/2004
    Fund Category: Corporate Bond Fund
    Investment Objective: To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
    Fund Description: Corporate Bond Fund
    Fund Benchmark: CRISIL AAA Medium Term Bond Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.