Business Today
Subscribe
PMS TodayUS NewsIndiaUPSTARTWeatherBT ShortsNRIEducationElection
BT GolfBT MindrushBT Best Banks
Search

COMPANIES

No Data Found

NEWS

No Data Found
News
mutual funds
sundaram corporate bond fund - direct plan - growth option
Sundaram Corporate Bond Fund - Direct Plan - Growth Option

Sundaram Corporate Bond Fund - Direct Plan - Growth Option

  • Moderate Risk
  • Fixed Income
  • Corporate Bond
Share
  • Whatsapp
  • Twitter
  • Facebook
NAV as on Apr 25, 2025
i
Price per unit of the scheme.
₹ 41.1653-0.08%1 Day Change
1.87%
Minimum Investment₹5000
Expense Ratio0.28%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Corporate Bond Fund - Direct Plan - Growth Option
VS
Fixed Income: Corporate Bond Average NAV
    Topper in Fixed Income: Corporate Bond
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
    Share
    • Whatsapp
    • Twitter
    • Facebook

    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Corporate Bond Fund - Direct Plan - Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    NIFTY Corporate Bond TR INR
    Expense Ratio
    0.28%
    Category Avg Expense Ratio
    0.31%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 698.93 Cr(As on Mar, 2025)
    Inception Date
    May 13, 2013
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds

    Sundaram Corporate Bond Fund - Direct Plan - Growth Option is an Fixed Income - Corporate Bond fund. The fund was launched inMay 13, 2013. Its risk level is . The NAV of the fund as onApr 25, 2025 is ₹41.17. Its expense ratio is 0.28 %. The fund has an AUM of ₹698.93 Cr.The fund is managed byDwijendra Srivastava,Sandeep Agarwal.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

    SUBSCRIBE TO
    BUSINESS TODAY MAGAZINE
    Subscribe Now
    Already a subscriber?Login

    bt_logoFUND MANAGER

    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Jul 31, 2010 - Present
    • Fund Manager Rank13Out of 20
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed15
    • Total AUM₹ 20,963.17 Cr
    • Highest Return In 1 Yr9.93 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 76.54
    1.71%
    0.94%
    Moderate Risk
    ₹42.78Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 43.28
    1.78%
    1.52%
    Moderate Risk
    ₹352.67Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 178.03
    1.97%
    1.53%
    High Risk
    ₹5,618.99Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 76.54
    • Fund Size₹42.78Cr
    Fund Return1.71%
    Category Return0.94%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 43.28
    • Fund Size₹352.67Cr
    Fund Return1.78%
    Category Return1.52%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 178.03
    • Fund Size₹5,618.99Cr
    Fund Return1.97%
    Category Return1.53%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Agarwal
    Sandeep Agarwal
    i
    Lead Fund Manager.
    Jun 1, 2012 - Present
    • Schemes managed11
    • Total AUM₹ 16,249.65 Cr
    • Highest Return In 1 Yr9.93 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 76.54
    1.71%
    0.94%
    Moderate Risk
    ₹42.78Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 43.28
    1.78%
    1.52%
    Moderate Risk
    ₹352.67Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 178.03
    1.97%
    1.53%
    High Risk
    ₹5,618.99Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 76.54
    • Fund Size₹42.78Cr
    Fund Return1.71%
    Category Return0.94%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 43.28
    • Fund Size₹352.67Cr
    Fund Return1.78%
    Category Return1.52%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 178.03
    • Fund Size₹5,618.99Cr
    Fund Return1.97%
    Category Return1.53%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Apr, 2025
    EQUITY (-%)
    DEBT (93.79%)
    CASH (5.82%)
    Allocation by Market Cap
    Other Cap(0.39%)
    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.05
      This Fund
      VS
      -0.26
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      54.76
      This Fund
      VS
      63.18
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.68
      This Fund
      VS
      0.98
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.08
      This Fund
      VS
      -0.09
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.13
      This Fund
      VS
      -0.04
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      1.04
      This Fund
      VS
      1.67
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Sundaram Financial Services Opportunities Fund Direct Plan Growth OptionSundaram Financial Services Opportunities Fund Direct Plan Growth Option
    ₹ 114.53
    6.48%
    5.82%
    Very High Risk
    ₹ 1,415.22 Cr
    Sundaram Services Direct GrowthSundaram Services Direct Growth
    --
    ₹ 36.05
    6.46%
    --
    Very High Risk
    ₹ 3,745.64 Cr
    Sundaram Consumption Fund Direct Plan - Growth OptionSundaram Consumption Fund Direct Plan - Growth Option
    ₹ 102.28
    5.16%
    --
    Very High Risk
    ₹ 1,445.25 Cr
    Sundaram Small Cap Fund - Direct Plan - Growth OptionSundaram Small Cap Fund - Direct Plan - Growth Option
    ₹ 258.67
    3.81%
    2.33%
    Very High Risk
    ₹ 2,955.26 Cr
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth OptionSundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    ₹ 32.52
    2.33%
    1.67%
    Moderately High risk
    ₹ 27.07 Cr
    Sundaram Diversified Equity - Direct Plan - Growth OptionSundaram Diversified Equity - Direct Plan - Growth Option
    ₹ 221.67
    2.16%
    2.22%
    Very High Risk
    ₹ 1,427.77 Cr
    Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
    Very High Risk
    • NAV₹ 114.53
    • Fund Size₹ 1,415.22 Cr
    1 Month Return6.48%
    Category Return5.82%
    Sundaram Services Direct Growth
    Very High Risk--
    • NAV₹ 36.05
    • Fund Size₹ 3,745.64 Cr
    1 Month Return6.46%
    Category Return--
    Sundaram Consumption Fund Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 102.28
    • Fund Size₹ 1,445.25 Cr
    1 Month Return5.16%
    Category Return--
    Sundaram Small Cap Fund - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 258.67
    • Fund Size₹ 2,955.26 Cr
    1 Month Return3.81%
    Category Return2.33%
    Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth Option
    Moderately High risk
    • NAV₹ 32.52
    • Fund Size₹ 27.07 Cr
    1 Month Return2.33%
    Category Return1.67%
    Sundaram Diversified Equity - Direct Plan - Growth Option
    Very High Risk
    • NAV₹ 221.67
    • Fund Size₹ 1,427.77 Cr
    1 Month Return2.16%
    Category Return2.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 63,954.25 crores. It’s current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.
    phone icon
    Phone
    mail icon
    Email
    rahulm@sundarammutual.com
    aum
    AUM
    ₹ 63,954.25 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQ's

    What is the category of Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The category of Sundaram Corporate Bond Fund - Direct Plan - Growth Option is Fixed Income - Corporate Bond
    What is the current NAV of Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The current NAV of Sundaram Corporate Bond Fund - Direct Plan - Growth Option as on Apr 25, 2025 is ₹41.17
    How safe is Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The risk level of Sundaram Corporate Bond Fund - Direct Plan - Growth Option is Moderate.
    What are short term returns given by Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Corporate Bond Fund - Direct Plan - Growth Option in 1 month is 1.87%, 3 months is 3.35%, 6 months is 5.01%, and 1 year is 9.93%
    What are the long term returns given by Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The return given by Sundaram Corporate Bond Fund - Direct Plan - Growth Option in 3 years is 7.12% and 5 years is 6.86%.
    What is the expense ratio of Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The expense ratio of Sundaram Corporate Bond Fund - Direct Plan - Growth Option is 0.28%
    What is the AUM of Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The assets under Management (AUM) of Sundaram Corporate Bond Fund - Direct Plan - Growth Option is Rs 698.93 crores.
    What is the minimum investment in Sundaram Corporate Bond Fund - Direct Plan - Growth Option ?
    The minimum Lumpsum investment in Sundaram Corporate Bond Fund - Direct Plan - Growth Option is ₹5,000.00 and the minimum SIP investment in Sundaram Corporate Bond Fund - Direct Plan - Growth Option is ₹1,000.00
    What is the asset allocation of Sundaram Corporate Bond Fund - Direct Plan - Growth Option?
    Sundaram Corporate Bond Fund - Direct Plan - Growth Option has an exposure of 93.79% in Debt and 5.82% in Cash & Money Market Securities

    bt_logoCALCULATORS

    calculatorIncome Tax Calculatorsip calculatorSIP Calculatorfd calculatorFD Calculatordividend yield calculatorDividend Yield Calculatorlump sum calculatorLump-Sum Calculatorcagr calculator CAGR Calculatortop up sip calculatorTop-Up Calculatorlatter factor calculatorLatte Factor Calculator

    bt_logoTop Stories