Sundaram Corporate Bond Fund Overview
Category Corporate Bond Fund
BMSMONEY Rank 12
Rating
Growth Option 18-07-2025
NAV ₹40.49(R) +0.05% ₹41.88(D) +0.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.28% 7.38% 5.91% 7.56% 7.51%
Direct 9.54% 7.62% 6.16% 7.82% 7.84%
Benchmark
SIP (XIRR) Regular -7.19% 2.56% 5.05% 6.19% 6.33%
Direct -6.98% 2.81% 5.3% 6.44% 6.62%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.48 1.2 0.73 3.32% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.03% 0.0% 0.0% 0.46 0.6%
Fund AUM As on: 30/06/2025 731 Cr
Top Corporate Bond Fund
Fund Name Rank Rating
Nippon India Corporate Bond Fund 1
Icici Prudential Corporate Bond Fund 2
Baroda BNP Paribas Corporate Bond Fund 3
Kotak Corporate Bond Fund 4

NAV Date: 18-07-2025

Scheme Name NAV Rupee Change Percent Change
Sundaram Corporate Bond Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 19.43
0.0100
0.0500%
Sundaram Corporate Bond Fund Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 20.05
0.0100
0.0500%
Sundaram Corporate Bond Fund Regular Plan- Growth 40.49
0.0200
0.0500%
Sundaram Corporate Bond Fund Direct Plan - Growth 41.88
0.0200
0.0500%

Review Date: 18-07-2025

Beginning of Analysis

In the Corporate Bond Fund category, Sundaram Corporate Bond Fund is the 12th ranked fund. The category has total 19 funds. The 3 star rating shows an average past performance of the Sundaram Corporate Bond Fund in Corporate Bond Fund. The fund has a Jensen Alpha of 3.32% which is higher than the category average of 2.39%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.48 which is lower than the category average of 1.63.
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 0.52%, 1.79 and 5.28 in last one, three and six months respectively. In the same period the category average return was 0.55%, 1.96% and 5.38% respectively.
  • Sundaram Corporate Bond Fund has given a return of 9.54% in last one year. In the same period the Corporate Bond Fund category average return was 9.7%.
  • The fund has given a return of 7.62% in last three years and ranked 18.0th out of 19 funds in the category. In the same period the Corporate Bond Fund category average return was 8.04%.
  • The fund has given a return of 6.16% 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 6.43%.
  • The fund has given a return of 7.84% in last ten years and ranked 5th out of nine funds in the category. In the same period the category average return was 7.8%.
  • The fund has given a SIP return of -6.98% in last one year whereas category average SIP return is -6.77%. The fund one year return rank in the category is 13th in 20 funds
  • The fund has SIP return of 2.81% in last three years and ranks 17th in 19 funds. Franklin India Corporate Debt Fund has given the highest SIP return (3.75%) in the category in last three years.
  • The fund has SIP return of 5.3% in last five years whereas category average SIP return is 5.59%.

Sundaram Corporate Bond Fund Risk Analysis

  • The fund has a standard deviation of 1.03 and semi deviation of 0.6. The category average standard deviation is 1.12 and semi deviation is 0.71.
  • The fund has a beta of 0.5 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 % 0.50
    0.52
    		0.45 | 0.78 11 | 20 Average
    3M Return % 1.74
    1.86
    		1.32 | 3.32 14 | 20 Average
    6M Return % 5.16
    5.19
    		4.29 | 6.32 11 | 20 Average
    1Y Return % 9.28
    9.28
    		7.92 | 10.37 12 | 20 Average
    3Y Return % 7.38
    7.62
    		6.74 | 8.14 15 | 19 Average
    5Y Return % 5.91
    6.01
    		5.20 | 6.80 9 | 16 Average
    7Y Return % 7.56
    7.18
    		6.19 | 7.82 4 | 13 Very Good
    10Y Return % 7.51
    7.39
    		6.60 | 7.84 4 | 9 Good
    15Y Return % 7.34
    13.30
    		7.30 | 45.93 6 | 7 Average
    1Y SIP Return % -7.19
    -7.11
    		-8.54 | -5.42 11 | 20 Average
    3Y SIP Return % 2.56
    2.72
    		1.70 | 3.18 15 | 19 Average
    5Y SIP Return % 5.05
    5.17
    		4.30 | 5.76 11 | 16 Average
    7Y SIP Return % 6.19
    6.16
    		5.33 | 6.65 7 | 13 Good
    10Y SIP Return % 6.33
    6.37
    		5.52 | 6.81 7 | 9 Average
    15Y SIP Return % 7.09
    12.81
    		7.09 | 45.55 7 | 7 Poor
    Standard Deviation 1.03
    1.12
    		0.73 | 1.36 5 | 19 Very Good
    Semi Deviation 0.60
    0.71
    		0.43 | 0.91 3 | 19 Very Good
    Max Drawdown % 0.00
    -0.10
    		-0.61 | 0.00 6 | 19 Good
    Average Drawdown % 0.00
    -0.09
    		-0.61 | 0.00 6 | 19 Good
    Sharpe Ratio 1.48
    1.63
    		0.91 | 3.13 13 | 19 Average
    Sterling Ratio 0.73
    0.75
    		0.66 | 0.81 14 | 19 Average
    Sortino Ratio 1.20
    1.31
    		0.50 | 5.17 9 | 19 Good
    Jensen Alpha % 3.32
    2.39
    		1.21 | 4.61 2 | 19 Very Good
    Modigliani Square Measure % 8.59
    8.40
    		6.95 | 13.33 5 | 19 Very Good
    Alpha % -1.05
    -0.79
    		-1.72 | -0.17 14 | 19 Average
    Return data last Updated On : July 18, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.52 0.55 0.48 | 0.83 13 | 20
    3M Return % 1.79 1.96 1.48 | 3.46 15 | 20
    6M Return % 5.28 5.38 4.62 | 6.62 12 | 20
    1Y Return % 9.54 9.70 8.62 | 11.00 14 | 20
    3Y Return % 7.62 8.04 7.43 | 8.53 18 | 19
    5Y Return % 6.16 6.43 5.69 | 7.19 12 | 16
    7Y Return % 7.82 7.62 6.53 | 7.99 4 | 13
    10Y Return % 7.84 7.80 7.32 | 8.00 5 | 9
    1Y SIP Return % -6.98 -6.77 -7.97 | -4.89 13 | 20
    3Y SIP Return % 2.81 3.13 2.38 | 3.75 17 | 19
    5Y SIP Return % 5.30 5.59 4.93 | 6.15 13 | 16
    7Y SIP Return % 6.44 6.60 6.01 | 6.96 10 | 13
    10Y SIP Return % 6.62 6.77 6.22 | 6.98 7 | 9
    Standard Deviation 1.03 1.12 0.73 | 1.36 5 | 19
    Semi Deviation 0.60 0.71 0.43 | 0.91 3 | 19
    Max Drawdown % 0.00 -0.10 -0.61 | 0.00 6 | 19
    Average Drawdown % 0.00 -0.09 -0.61 | 0.00 6 | 19
    Sharpe Ratio 1.48 1.63 0.91 | 3.13 13 | 19
    Sterling Ratio 0.73 0.75 0.66 | 0.81 14 | 19
    Sortino Ratio 1.20 1.31 0.50 | 5.17 9 | 19
    Jensen Alpha % 3.32 2.39 1.21 | 4.61 2 | 19
    Modigliani Square Measure % 8.59 8.40 6.95 | 13.33 5 | 19
    Alpha % -1.05 -0.79 -1.72 | -0.17 14 | 19
    Return data last Updated On : July 18, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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
    18-07-2025 40.4942 41.8803
    17-07-2025 40.4757 41.861
    16-07-2025 40.455 41.8393
    15-07-2025 40.4534 41.8374
    14-07-2025 40.4523 41.836
    11-07-2025 40.4306 41.8128
    10-07-2025 40.4282 41.81
    09-07-2025 40.4299 41.8116
    08-07-2025 40.4395 41.8213
    07-07-2025 40.4384 41.8199
    04-07-2025 40.4109 41.7907
    03-07-2025 40.4072 41.7866
    02-07-2025 40.3686 41.7464
    01-07-2025 40.33 41.7063
    30-06-2025 40.3008 41.6758
    27-06-2025 40.2731 41.6464
    26-06-2025 40.2802 41.6535
    25-06-2025 40.2832 41.6564
    24-06-2025 40.2978 41.6712
    23-06-2025 40.2537 41.6253
    20-06-2025 40.2564 41.6274
    19-06-2025 40.2606 41.6315
    18-06-2025 40.2912 41.6629

    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.