Sundaram Corporate Bond Fund - Growth

Sundaram Corporate Bond Fund - Growth

Debt

Sundaram Mutual Fund

Corporate Bond

Get the latest NAV of Sundaram Corporate Bond Fund - Growth. 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.

₹40.28

NAV as on 28 May 2025

7.06%/per year

Since Inception

Absolute Gain%

▲▼

Fund Performance

as on (28-May-25)

Period
This Fund
Corporate Bond Index
1 Month
1.14%
1.15%
3 Months
3.94%
3.69%
6 Months
5.57%
5.34%
1 Year
9.93%
9.62%
3 Years
7.45%
7.67%
5 Years
6.38%
6.41%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram Corporate Bond Fund - Growth
-
705Cr
0.55%
9.93%
7.45%
7.06%
Mirae Asset Corporate Bond Fund Regular
-
43Cr
0.65%
9.86%
7.35%
6.06%
Baroda BNP Paribas Corporate Bond Fund Regular
-
223Cr
0.58%
10.56%
7.86%
6.31%
Baroda BNP Paribas Corporate Bond Fund Regular
-
223Cr
0.58%
10.56%
7.86%
6.31%
See all

Sundaram Corporate Bond Fund - Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Sundaram Corporate Bond Fund - Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Debt & Cash 99.6%

AAA
100%
Cash allocation has gone up from 5.7% to 15.9%
Cash allocation has gone up from 5.7% to 15.9%
Debt allocation has gone down from 93.9% to 83.7%
Debt allocation has gone down from 93.9% to 83.7%

Sundaram Corporate Bond Fund - Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Debt & Cash 99.6%

Corporate
51.1%
Government
42.7%
Cash Equivalent
6.2%

Top 2 Sectors in April were Corporate, Government

Apr'25

Corporate

47%

Government

37%

Mar'25

Corporate

53%

Government

41%

Sundaram Corporate Bond Fund - Growth Overview

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

Expense ratio0.55%
Benchmark
NIFTY Corporate Bond TR INR
AUM₹705 Cr
Inception Date30 December, 2004
Min Lumpsum/SIP₹5000/₹250
Exit Load0%
Lock InNo Lock-in
TurnOver
93.74%
STCGSelling mutual fund within 36 months, gains taxed at slab rates.
LTCGHolding over 3 years, gains taxed at slab rates without indexation.
Risk
Risk meter
pointer
Moderate Risk

About Sundaram Corporate Bond Fund - Growth

Sundaram Corporate Bond Fund - Growth is a debt fund. This fund was started on 30 December, 2004. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.

Key Parameters

  1. Sundaram Corporate Bond Fund - Growth has ₹705 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.6.

Returns

Sundaram Corporate Bond Fund - Growth has given a CAGR return of 7.06% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.93%, 7.45% and 6.38% respectively.

Holdings

Sundaram Corporate Bond Fund - Growth has allocated its funds majorly in Corporate, Government, Cash Equivalent. Its top holdings are Small Industries Development Bank Of India, 6.79% Govt Stock 2034, Indian Railway Finance Corporation Limited, National Housing Bank, LIC Housing Finance 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 - Growth

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 - Growth has no lock in period.

Fund Manager

Dwijendra Srivastava

Fund Manager of Sundaram Corporate Bond Fund - Growth, since 31 July 2010

Sandeep Agarwal

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

Learn more about Sundaram Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 762.7 Cr
₹ 698.9 Cr
₹ 704.7 Cr
  • AUM of the fund stands at 762.7 Cr as of Apr'25
  • AUM increased by 63.8 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Sundaram Corporate Bond Fund - Growth

How do I invest in Sundaram Corporate Bond Fund - Growth?

INDmoney makes it simple to invest in the Sundaram Corporate Bond Fund - Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Corporate Bond Fund - Growth’.
  • 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 - Growth?

The NAV of the fund today is ₹40.28. 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 - Growth fund has generated a return of 9.93% in 1 year, 7.45% in 3 years, 6.38% in 5 years.

Who is the fund manager of Sundaram Corporate Bond Fund - Growth?

The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

What is the exit load of the fund?

The exit load is . Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.55%. 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 ₹705 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 - Growth?

The top 3 holdings of the fund are Small Industries Development Bank Of India(7.3%), 6.79% Govt Stock 2034(5.88%), Indian Railway Finance Corporation Limited(5.8%)