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Sundaram Corporate Bond Fund Regular Plan- Growth

Sundaram · Corporate Bond
Moderate
₹42.24
Current NAV
25 Jun 2026
22.5%
1Y Return
12.5%
3Y CAGR
12.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.85).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.85%) which can affect compounding over long horizons.
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
1.05
Beta
2.85
Alpha
0.98
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹8400 Cr
Expense Ratio 1.85%
Min SIP ₹500
Min Lumpsum ₹1000
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