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

Sundaram · Corporate Bond
Moderate
₹18.53
Current NAV
27 Jun 2025
30.4%
1Y Return
12.4%
3Y CAGR
20.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.44%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.84).
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
0.84
Sharpe Ratio
0.44
Beta
3.84
Alpha
0.96
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹5390 Cr
Expense Ratio 0.44%
Min SIP ₹500
Min Lumpsum ₹1000
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