Sundaram Corporate Bond Fund Datagrid
Category Corporate Bond Fund
BMSMONEY Rank 13
Rating
Growth Option 31-07-2026
NAV ₹42.44(R) +0.04% ₹44.01(D) +0.04%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.68% 6.95% 5.86% 6.67% 6.83%
Direct 4.94% 7.2% 6.11% 6.92% 7.16%
Benchmark
SIP (XIRR) Regular -10.34% 0.92% 4.62% 5.41% 5.63%
Direct -10.1% 1.17% 4.87% 5.67% 5.91%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.81 0.43 0.68 -0.14% 0.02
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.48% -0.32% -0.36% 0.78 0.98%
Fund AUM As on: 30/12/2025 773 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
Bandhan Corporate Bond Fund 4
DSP Corporate Bond Fund 5

NAV Date: 31-07-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Corporate Bond Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW ) 18.98
0.0100
0.0400%
Sundaram Corporate Bond Fund Direct Plan-Income Distribution cum Capital Withdrawal(IDCW) 19.64
0.0100
0.0400%
Sundaram Corporate Bond Fund Regular Plan- Growth 42.44
0.0200
0.0400%
Sundaram Corporate Bond Fund Direct Plan - Growth 44.01
0.0200
0.0400%

Review Date: 31-07-2026

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 -0.14% which is lower than the category average of -0.06%, reflecting poor performance. The fund has a Sharpe Ratio of 0.81 which is lower than the category average of 0.86.
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 0.26%, 2.17 and 3.03 in last one, three and six months respectively. In the same period the category average return was 0.28%, 2.31% and 3.32% respectively.
  • Sundaram Corporate Bond Fund has given a return of 4.94% in last one year. In the same period the Corporate Bond Fund category average return was 5.33%.
  • The fund has given a return of 7.2% in last three years and ranked 18.0th out of twenty funds in the category. In the same period the Corporate Bond Fund category average return was 7.47%.
  • The fund has given a return of 6.11% in last five years and ranked 14th out of seventeen funds in the category. In the same period the Corporate Bond Fund category average return was 6.41%.
  • The fund has given a return of 7.16% in last ten years and ranked 7th out of eleven funds in the category. In the same period the category average return was 7.26%.
  • The fund has given a SIP return of -10.1% in last one year whereas category average SIP return is -9.65%. The fund one year return rank in the category is 18th in 20 funds
  • The fund has SIP return of 1.17% in last three years and ranks 17th in 20 funds. Franklin India Corporate Debt Fund has given the highest SIP return (2.31%) in the category in last three years.
  • The fund has SIP return of 4.87% in last five years whereas category average SIP return is 5.19%.

Sundaram Corporate Bond Fund Risk Analysis

  • The fund has a standard deviation of 1.48 and semi deviation of 0.98. The category average standard deviation is 1.53 and semi deviation is 1.01.
  • The fund has a Value at Risk (VaR) of -0.32 and a maximum drawdown of -0.36. The category average VaR is -0.4 and the maximum drawdown is -0.45. 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 % 0.24
    0.25
    		0.12 | 0.47 8 | 20 Good
    3M Return % 2.11
    2.21
    		1.68 | 2.60 15 | 20 Average
    6M Return % 2.90
    3.12
    		2.76 | 3.72 15 | 20 Average
    1Y Return % 4.68
    4.92
    		4.26 | 5.85 14 | 20 Average
    3Y Return % 6.95
    7.05
    		6.24 | 7.55 14 | 20 Average
    5Y Return % 5.86
    6.00
    		5.27 | 6.67 12 | 17 Average
    7Y Return % 6.67
    6.59
    		5.78 | 7.08 7 | 16 Good
    10Y Return % 6.83
    6.83
    		6.12 | 7.31 7 | 11 Average
    15Y Return % 7.29
    7.73
    		7.15 | 8.12 6 | 7 Average
    1Y SIP Return % -10.34
    -10.02
    		-10.65 | -9.19 15 | 20 Average
    3Y SIP Return % 0.92
    1.06
    		0.19 | 1.74 14 | 20 Average
    5Y SIP Return % 4.62
    4.77
    		3.95 | 5.33 13 | 17 Average
    7Y SIP Return % 5.41
    5.53
    		4.72 | 6.08 11 | 16 Average
    10Y SIP Return % 5.63
    5.68
    		4.90 | 6.14 7 | 11 Average
    15Y SIP Return % 6.05
    6.24
    		5.63 | 6.58 6 | 7 Average
    Standard Deviation 1.48
    1.53
    		0.84 | 1.87 6 | 20 Good
    Semi Deviation 0.98
    1.01
    		0.55 | 1.31 7 | 20 Good
    Max Drawdown % -0.36
    -0.45
    		-0.86 | 0.00 7 | 20 Good
    VaR 1 Y % -0.32
    -0.40
    		-0.97 | 0.00 9 | 20 Good
    Average Drawdown % 0.19
    0.23
    		0.00 | 0.41 14 | 20 Average
    Sharpe Ratio 0.81
    0.86
    		0.33 | 1.44 11 | 20 Average
    Sterling Ratio 0.68
    0.68
    		0.61 | 0.74 11 | 20 Average
    Sortino Ratio 0.43
    0.48
    		0.15 | 0.93 10 | 20 Good
    Jensen Alpha % -0.14
    -0.06
    		-0.77 | 0.63 12 | 20 Average
    Treynor Ratio 0.02
    0.02
    		0.01 | 0.03 11 | 20 Average
    Modigliani Square Measure % 1.18
    1.26
    		0.48 | 2.11 11 | 20 Average
    Alpha % -0.56
    -0.43
    		-1.46 | 0.12 13 | 20 Average
    Return data last Updated On : July 31, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.26 0.28 0.14 | 0.49 8 | 20 Good
    3M Return % 2.17 2.31 1.75 | 2.67 16 | 20 Poor
    6M Return % 3.03 3.32 3.01 | 3.88 18 | 20 Poor
    1Y Return % 4.94 5.33 4.57 | 6.09 18 | 20 Poor
    3Y Return % 7.20 7.47 6.93 | 8.10 18 | 20 Poor
    5Y Return % 6.11 6.41 5.94 | 6.94 14 | 17 Average
    7Y Return % 6.92 7.00 6.47 | 7.62 12 | 16 Average
    10Y Return % 7.16 7.26 6.80 | 7.71 7 | 11 Average
    1Y SIP Return % -10.10 -9.65 -10.33 | -8.87 18 | 20 Poor
    3Y SIP Return % 1.17 1.47 0.87 | 2.31 17 | 20 Poor
    5Y SIP Return % 4.87 5.19 4.64 | 5.77 15 | 17 Average
    7Y SIP Return % 5.67 5.95 5.41 | 6.44 13 | 16 Poor
    10Y SIP Return % 5.91 6.10 5.59 | 6.42 9 | 11 Average
    Standard Deviation 1.48 1.53 0.84 | 1.87 6 | 20 Good
    Semi Deviation 0.98 1.01 0.55 | 1.31 7 | 20 Good
    Max Drawdown % -0.36 -0.45 -0.86 | 0.00 7 | 20 Good
    VaR 1 Y % -0.32 -0.40 -0.97 | 0.00 9 | 20 Good
    Average Drawdown % 0.19 0.23 0.00 | 0.41 14 | 20 Average
    Sharpe Ratio 0.81 0.86 0.33 | 1.44 11 | 20 Average
    Sterling Ratio 0.68 0.68 0.61 | 0.74 11 | 20 Average
    Sortino Ratio 0.43 0.48 0.15 | 0.93 10 | 20 Good
    Jensen Alpha % -0.14 -0.06 -0.77 | 0.63 12 | 20 Average
    Treynor Ratio 0.02 0.02 0.01 | 0.03 11 | 20 Average
    Modigliani Square Measure % 1.18 1.26 0.48 | 2.11 11 | 20 Average
    Alpha % -0.56 -0.43 -1.46 | 0.12 13 | 20 Average
    Return data last Updated On : July 31, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    31-07-2026 42.4415 44.0068
    30-07-2026 42.4254 43.9898
    29-07-2026 42.4461 44.011
    28-07-2026 42.443 44.0075
    27-07-2026 42.4282 43.9918
    24-07-2026 42.3493 43.9092
    23-07-2026 42.3383 43.8975
    22-07-2026 42.3419 43.901
    21-07-2026 42.3541 43.9134
    20-07-2026 42.3336 43.8918
    17-07-2026 42.3508 43.9088
    16-07-2026 42.3403 43.8976
    15-07-2026 42.3132 43.8692
    14-07-2026 42.2963 43.8515
    13-07-2026 42.3731 43.9308
    10-07-2026 42.3646 43.9212
    09-07-2026 42.3247 43.8794
    08-07-2026 42.3182 43.8725
    07-07-2026 42.4075 43.9647
    06-07-2026 42.4253 43.9829
    03-07-2026 42.4089 43.965
    02-07-2026 42.3873 43.9424
    01-07-2026 42.3445 43.8978
    30-06-2026 42.3386 43.8913

    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.