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

Sundaram · Corporate Bond
Moderate
₹19.63
Current NAV
23 Oct 2026
3.5%
1Y Return
2.9%
3Y CAGR
3.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.58).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.08
Sharpe Ratio
0.98
Beta
3.58
Alpha
1.49
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Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹7130 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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