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Sundaram Corporate Bond Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Corporate Bond
Moderate
₹17.77
Current NAV
27 Jun 2025
14.5%
1Y Return
12.5%
3Y CAGR
15.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.15%.
  • Very large asset base (AUM: ₹20,900 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
0.45
Beta
-0.15
Alpha
0.98
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹20900 Cr
Expense Ratio 0.15%
Min SIP ₹500
Min Lumpsum ₹1000
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