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

Sundaram · Corporate Bond
Moderate
₹17.63
Current NAV
27 Jun 2025
16.9%
1Y Return
17.9%
3Y CAGR
17.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.89).
Cons / Risks
  • Higher expense ratio (2.29%) 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
1.39
Sharpe Ratio
0.69
Beta
4.89
Alpha
1.93
Sortino
Fund Details
Fund House Sundaram
Category Corporate Bond
AUM ₹3940 Cr
Expense Ratio 2.29%
Min SIP ₹500
Min Lumpsum ₹1000
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