Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund

Debt

Sundaram Mutual Fund

Corporate Bond

Get the latest NAV of Sundaram Corporate Bond Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹43.62

NAV as on 16 Jun 2026

7.46%/per year

Since Inception

Absolute Gain%

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7 people have invested ₹ 2.2L in Sundaram Corporate Bond Fund in the last three months

Sundaram Corporate Bond Fund Performance vs. Corporate Bond Index

Fund returns vs Benchmark returns vs Category Average returns as on (16-Jun-26)

The fund has outperformed the benchmark (Corporate Bond Index) over 1Y, 3Y, but underperformed over 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.19%
1.62%
2.27%
4.84%
7.12%
6.08%
Corporate Bond Index
1.15%
1.37%
2.1%
4.08%
5.89%
6.09%
Corporate Bond Avg
1.14%
1.37%
2.16%
4.64%
6.9%
6%
Best in Corporate Bond
1.46%
2.01%
3.09%
6.04%
7.95%
6.84%
Worst in Corporate Bond
0.66%
1.3%
2.11%
4.56%
6.8%
5.85%
Category Rank
6/14
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Sundaram Corporate Bond Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

14
/16
28% Performance
44% Risk Management
35% Cost

Ranked 14 out of 16 mutual funds in the corporate bond category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Corporate Bond Fund
14/16
623Cr
0.31%
4.84%
7.12%
-0.34
1.34
0.22
0.35
-0.33
Franklin India Corporate Debt Fund
1/16
1,346Cr
0.21%
6.03%
7.96%
0.53
1.44
0.84
2.22
0.95
Nippon India Corporate Bond Fund
2/16
9,393Cr
0.31%
5.18%
7.63%
0.03
1.47
0.53
0.87
0.42
ICICI Prudential Corporate Bond Fund
3/16
31,740Cr
0.31%
5.83%
7.66%
0.31
1.08
0.81
1.32
1.15
See all

Sundaram Corporate Bond Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

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Profit

Total Corpus

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Absolute Return
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Sundaram Corporate Bond Fund Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

AAA
100%
Debt allocation has gone down from 82.5% to 80.2%
Debt allocation has gone down from 82.5% to 80.2%
Cash allocation has gone up from 17% to 19.3%
Cash allocation has gone up from 17% to 19.3%

Sundaram Corporate Bond Fund Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Corporate
60.1%
Government
31.8%
Cash Equivalent
8.1%

Top 2 Sectors in May were Corporate, Government

May'26

Corporate

59%

Government

25%

Apr'26

Corporate

61%

Government

23%

Sundaram Corporate Bond Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.31%
Benchmark
NIFTY Corporate Bond TR INR
AUM₹623 Cr
Inception Date13 May, 2013
Min Lumpsum/SIP₹5,000/₹250
Exit Load0%
Lock InNo Lock-in
TurnOver
84.18%
Risk
Risk meter
pointer
Moderate Risk

About Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund is a debt fund. This fund was started on 13 May, 2013. The fund is managed by Sandeep Agarwal, Kumaresh Ramakrishnan. This fund is suitable to keep your money safe.

Key Parameters

  1. Sundaram Corporate Bond Fund has ₹623 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 0.3.

Returns

Sundaram Corporate Bond Fund has given a CAGR return of 7.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.84%, 7.12% and 6.08% respectively.

Holdings

Sundaram Corporate Bond Fund has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are Indian Railway Finance Corporation Limited, 6.48% Govt Stock 2035, LIC Housing Finance Ltd, Small Industries Development Bank Of India, Rec Limited

Taxation

As it is a corporate bond mutual fund the taxation is as follows:
If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:
Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.
Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.
Invested after 1 April 2023, capital gains will be taxed at your income slab rate.
Dividends will always be taxed at slab rate.

Investment objective of Sundaram Corporate Bond Fund

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

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Corporate Bond Fund has no lock in period.

Fund Manager

Sandeep Agarwal

Fund Manager of Sundaram Corporate Bond Fund, since 1 June 2012

Kumaresh Ramakrishnan

Fund Manager of Sundaram Corporate Bond Fund, since 9 June 2026

Learn more about Sundaram Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 623.1 Cr
₹ 616.2 Cr
₹ 598.8 Cr
  • AUM of the fund stands at 623.1 Cr as of May'26
  • AUM increased by 7 Cr between May'26 and Apr'26

Frequently Asked Questions for Sundaram Corporate Bond Fund

How do I invest in Sundaram Corporate Bond Fund?

INDmoney makes it simple to invest in the Sundaram Corporate Bond Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Corporate Bond Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Corporate Bond Fund?

The NAV of the fund today is ₹43.62. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Corporate Bond Fund fund has generated a return of 4.84% in 1 year, 7.12% in 3 years, 6.08% in 5 years.

Who is the fund manager of Sundaram Corporate Bond Fund?

The fund managers are Sandeep Agarwal, Kumaresh Ramakrishnan.

What is the expense ratio of the fund?

The expense ratio is 0.31%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹623 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Corporate Bond Fund?

The top 3 holdings of the fund are Indian Railway Finance Corporation Limited(6.36%), 6.48% Govt Stock 2035(5.9%), LIC Housing Finance Ltd(4.79%)