Sundaram Corporate Bond Fund Datagrid
Category Corporate Bond Fund
BMSMONEY Rank 12
Rating
Growth Option 28-04-2026
NAV ₹41.63(R) -0.05% ₹43.14(D) -0.05%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.52% 6.78% 5.74% 6.97% 7.01%
Direct 4.78% 7.03% 5.99% 7.22% 7.34%
Benchmark
SIP (XIRR) Regular 3.68% 4.41% 5.63% 5.93% 6.05%
Direct 3.95% 4.66% 5.88% 6.18% 6.32%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.32 0.65 -0.27% -0.64
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.32% -0.32% -0.38% 0.73 0.92%
Fund AUM As on: 30/12/2025 773 Cr
Top Corporate Bond Fund
Fund Name Rank Rating
Franklin India Corporate Debt Fund 1
Dsp Corporate Bond Fund 2
Baroda BNP Paribas Corporate Bond Fund 3
Icici Prudential Corporate Bond Fund 4
Kotak Corporate Bond Fund 5

NAV Date: 28-04-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Corporate Bond Fund Regular Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 18.62
-0.0100
-0.0500%
Sundaram Corporate Bond Fund Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 19.26
-0.0100
-0.0500%
Sundaram Corporate Bond Fund Regular Plan- Growth 41.63
-0.0200
-0.0500%
Sundaram Corporate Bond Fund Direct Plan - Growth 43.14
-0.0200
-0.0500%

Review Date: 28-04-2026

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 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 -0.27% which is lower than the category average of -0.14%. The fund has a Sharpe Ratio of 0.67 which is lower than the category average of 0.84.
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 0.64%, 1.07 and 1.52 in last one, three and six months respectively. In the same period the category average return was 0.74%, 1.21% and 1.8% respectively.
  • Sundaram Corporate Bond Fund has given a return of 4.78% in last one year. In the same period the Corporate Bond Fund category average return was 5.07%.
  • The fund has given a return of 7.03% in last three years and ranked 17.0th out of twenty funds in the category. In the same period the Corporate Bond Fund category average return was 7.31%.
  • The fund has given a return of 5.99% in last five years and ranked 13th out of seventeen funds in the category. In the same period the Corporate Bond Fund category average return was 6.26%.
  • The fund has given a return of 7.34% in last ten years and ranked 7th out of eleven funds in the category. In the same period the category average return was 7.39%.
  • The fund has given a SIP return of 3.95% in last one year whereas category average SIP return is 4.35%. The fund one year return rank in the category is 13th in 19 funds
  • The fund has SIP return of 4.66% in last three years and ranks 13th in 19 funds. Franklin India Corporate Debt Fund has given the highest SIP return (6.01%) in the category in last three years.
  • The fund has SIP return of 5.88% in last five years whereas category average SIP return is 6.17%.

Sundaram Corporate Bond Fund Risk Analysis

  • The fund has a standard deviation of 1.32 and semi deviation of 0.92. The category average standard deviation is 1.35 and semi deviation is 0.97.
  • The fund has a Value at Risk (VaR) of -0.32 and a maximum drawdown of -0.38. The category average VaR is -0.4 and the maximum drawdown is -0.47. 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 % 0.62
    0.71
    		0.57 | 0.85 17 | 20 Poor
    3M Return % 1.00
    1.12
    		0.88 | 1.55 11 | 20 Average
    6M Return % 1.38
    1.60
    		1.14 | 2.47 15 | 20 Average
    1Y Return % 4.52
    4.66
    		3.71 | 6.05 11 | 20 Average
    3Y Return % 6.78
    6.89
    		6.10 | 7.42 15 | 20 Average
    5Y Return % 5.74
    5.84
    		5.13 | 6.46 10 | 17 Good
    7Y Return % 6.97
    6.71
    		5.77 | 7.22 5 | 16 Good
    10Y Return % 7.01
    6.95
    		6.23 | 7.37 7 | 11 Average
    15Y Return % 7.24
    7.74
    		7.15 | 8.14 6 | 7 Average
    1Y SIP Return % 3.68
    3.93
    		3.19 | 5.47 11 | 20 Average
    3Y SIP Return % 4.41
    4.51
    		3.68 | 5.44 11 | 20 Average
    5Y SIP Return % 5.63
    5.76
    		4.98 | 6.29 12 | 17 Average
    7Y SIP Return % 5.93
    6.01
    		5.23 | 6.53 10 | 16 Average
    10Y SIP Return % 6.05
    6.05
    		5.31 | 6.50 7 | 11 Average
    15Y SIP Return % 6.73
    6.88
    		6.28 | 7.17 6 | 7 Average
    Standard Deviation 1.32
    1.35
    		0.86 | 1.58 7 | 20 Good
    Semi Deviation 0.92
    0.97
    		0.57 | 1.25 7 | 20 Good
    Max Drawdown % -0.38
    -0.47
    		-0.87 | 0.00 7 | 20 Good
    VaR 1 Y % -0.32
    -0.40
    		-0.97 | 0.00 9 | 20 Good
    Average Drawdown % -0.20
    -0.24
    		-0.41 | 0.00 7 | 20 Good
    Sharpe Ratio 0.67
    0.84
    		0.28 | 1.48 15 | 20 Average
    Sterling Ratio 0.65
    0.67
    		0.60 | 0.72 13 | 20 Average
    Sortino Ratio 0.32
    0.42
    		0.12 | 0.95 11 | 20 Average
    Jensen Alpha % -0.27
    -0.14
    		-0.68 | 0.62 10 | 20 Good
    Treynor Ratio -0.64
    -0.61
    		-0.99 | -0.48 16 | 20 Poor
    Modigliani Square Measure % 6.72
    6.96
    		6.20 | 7.93 15 | 20 Average
    Alpha % -0.96
    -0.72
    		-1.56 | -0.11 16 | 20 Poor
    Return data last Updated On : April 28, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.64 0.74 0.60 | 0.88 17 | 20 Poor
    3M Return % 1.07 1.21 0.94 | 1.61 15 | 20 Average
    6M Return % 1.52 1.80 1.27 | 2.72 16 | 20 Poor
    1Y Return % 4.78 5.07 4.26 | 6.31 12 | 20 Average
    3Y Return % 7.03 7.31 6.79 | 8.00 17 | 20 Poor
    5Y Return % 5.99 6.26 5.80 | 6.80 13 | 17 Average
    7Y Return % 7.22 7.13 6.10 | 7.51 8 | 16 Good
    10Y Return % 7.34 7.39 6.94 | 7.86 7 | 11 Average
    1Y SIP Return % 3.95 4.35 3.45 | 5.80 13 | 19 Average
    3Y SIP Return % 4.66 4.91 4.35 | 6.01 13 | 19 Average
    5Y SIP Return % 5.88 6.17 5.66 | 6.86 14 | 16 Poor
    7Y SIP Return % 6.18 6.42 5.91 | 6.89 12 | 15 Average
    10Y SIP Return % 6.32 6.48 6.00 | 6.85 7 | 10 Average
    Standard Deviation 1.32 1.35 0.86 | 1.58 7 | 20 Good
    Semi Deviation 0.92 0.97 0.57 | 1.25 7 | 20 Good
    Max Drawdown % -0.38 -0.47 -0.87 | 0.00 7 | 20 Good
    VaR 1 Y % -0.32 -0.40 -0.97 | 0.00 9 | 20 Good
    Average Drawdown % -0.20 -0.24 -0.41 | 0.00 7 | 20 Good
    Sharpe Ratio 0.67 0.84 0.28 | 1.48 15 | 20 Average
    Sterling Ratio 0.65 0.67 0.60 | 0.72 13 | 20 Average
    Sortino Ratio 0.32 0.42 0.12 | 0.95 11 | 20 Average
    Jensen Alpha % -0.27 -0.14 -0.68 | 0.62 10 | 20 Good
    Treynor Ratio -0.64 -0.61 -0.99 | -0.48 16 | 20 Poor
    Modigliani Square Measure % 6.72 6.96 6.20 | 7.93 15 | 20 Average
    Alpha % -0.96 -0.72 -1.56 | -0.11 16 | 20 Poor
    Return data last Updated On : April 28, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    28-04-2026 41.6322 43.1415
    27-04-2026 41.6537 43.1635
    24-04-2026 41.6349 43.1432
    23-04-2026 41.6433 43.1516
    22-04-2026 41.684 43.1934
    21-04-2026 41.6898 43.1993
    20-04-2026 41.6874 43.1965
    17-04-2026 41.6724 43.1801
    16-04-2026 41.6725 43.1799
    15-04-2026 41.6618 43.1685
    13-04-2026 41.589 43.0931
    10-04-2026 41.5882 43.0915
    09-04-2026 41.5551 43.0569
    08-04-2026 41.4886 42.9878
    07-04-2026 41.3418 42.8354
    06-04-2026 41.3179 42.8103
    02-04-2026 41.3176 42.8089
    30-03-2026 41.3766 42.8692

    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.