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Sundaram Mutual Fund

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

Open Ended Schemes(Debt Scheme - Corporate Bond Fund)Moderate Risk★★★★ISIN INF903J01HZ9
NAV · 27-Jun-2025
17.6302
1M
-0.03%
6M
+1.37%
1Y (CAGR)
+4.64%
3Y (CAGR)
+4.47%
5Y (CAGR)
+3.11%
Since inception (CAGR)
+2.79%

NAV history

15.9616.6017.2328-06-202227-06-202517.63
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
2.53%
Downside dev (3y)
5.00%
Max drawdown (3y)
-3.4%
Sharpe (3y)
-0.80
SIP XIRR (3y)
+4.57%
SIP XIRR (5y)
+3.85%
Calendar-year returns
2019 +6.7%2020 +6.6%2021 +0.5%2022 +1.7%2023 +4.3%2024 +6.1%

Fund facts

AUM₹6,231 Cr
Launch date20-Dec-2004
Plan typeOpen Ended · Debt
Min lumpsum1000
Lock-inNone
Volatility2.93
AMCSundaram Asset Management Company Ltd

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

scheme documents ↗