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

Sundaram · Corporate Bond
Moderate
₹18.89
Current NAV
25 Jun 2026
12.4%
1Y Return
10.4%
3Y CAGR
13.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.64).
  • Very large asset base (AUM: ₹16,190 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.64
Sharpe Ratio
0.84
Beta
6.64
Alpha
0.79
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹16190 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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