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

Sundaram · Corporate Bond
Moderate
₹17.96
Current NAV
27 Jun 2025
7.4%
1Y Return
6.0%
3Y CAGR
4.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.76).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.76).
  • Very large asset base (AUM: ₹21,310 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.16%) which can affect compounding over long horizons.
  • 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
1.76
Sharpe Ratio
1.36
Beta
2.76
Alpha
2.04
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹21310 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
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