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

Sundaram · Corporate Bond
Moderate
₹17.97
Current NAV
27 Jun 2025
14.7%
1Y Return
18.7%
3Y CAGR
15.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.47%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.47).
  • Very large asset base (AUM: ₹17,020 Cr) indicating high investor trust and liquidity.
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
1.47
Sharpe Ratio
0.47
Beta
1.47
Alpha
1.72
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹17020 Cr
Expense Ratio 0.47%
Min SIP ₹500
Min Lumpsum ₹1000
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