OriginFunds
Sundaram Mutual Fund

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

Open Ended Schemes(Debt Scheme - Corporate Bond Fund)Moderate RiskISIN INF903J01OW2
NAV · 27-Jun-2025
17.7706
1M
-0.01%
6M
+1.49%
1Y (CAGR)
+4.88%
3Y (CAGR)
+4.71%
5Y (CAGR)
+3.78%
Since inception (CAGR)
+Infinity%

NAV history

16.0016.6717.3328-06-202227-06-202517.77
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
2.53%
Downside dev (3y)
5.04%
Max drawdown (3y)
-3.4%
Sharpe (3y)
-0.71
SIP XIRR (3y)
+4.81%
Calendar-year returns
2020 +5.9%2023 +4.5%2024 +6.3%

Fund facts

AUM₹6,231 Cr
Expense ratio0.32% · 2026-05-31
Launch date20-Dec-2004
Plan typeOpen Ended · Debt
Min lumpsum₹5,000
Min SIP₹0
Lock-inNone
Volatility2.43
AMCSundaram Asset Management Company Ltd

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

scheme documents ↗