info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Sundaram Mutual Fund

Sundaram Corporate Bond Fund Direct Plan - Growth

★★★★★ monitor_heart Health Score: 57/100 · Average

Sundaram Mutual Fund · Debt · Corporate Bond Fund

₹43.91

+0.01 (+0.03%) trending_up

AUM: ₹623 Cr

NAV updated about 1 month ago

Plan

Direct

Option

Growth

Risk

Moderate

Expense Ratio

0.32%

Exit Load

Nil

Fund Manager

Dwijendra Srivastava, Sandeep Agarwal

Inception

May 2013

Benchmark

Nifty Corporate Bond Index A-II

Sharpe Ratio

-1.33

Std Dev (1Y)

1.25%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.16%

3m

+1.59%

6m

+2.28%

1y

+4.89%

3y

+7.12%

5y

+6.05%

10y

+7.4%

since inception

+7.46%

rate_review TopFund's Take on Sundaram Corporate Bond Fund Direct Plan - Growth

Sundaram Corporate Bond Fund Direct Plan - Growth sits in the middle of the pack for Corporate Bond Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.

Cost: At 0.32%, the expense ratio is roughly in line with the Corporate Bond Fund category average of 0.33% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.33 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.25% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Financial 71.79%
Unspecified 14.39%
Entities 5.90%
Real Estate 3.96%
Technology 2.35%

pie_chart Asset Allocation

Debenture 42.00%
Non Convertible Debenture 14.35%
Bonds 10.76%
Repo 9.73%
GOI Securities 5.90%
Certificate of Deposit 5.53%
Bonds/Debentures 3.96%
Cash/Net Current Assets 2.57%
State Development Loan 1.60%
Bonds/NCDs 1.59%
Commercial Paper 1.51%
Alternative Investment Fund 0.49%

Frequently Asked Questions about Sundaram Corporate Bond Fund Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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