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Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW)
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 57/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)7.0%
- Expense ratio (20%)0.33%
- AUM (15%)₹617 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Debt · Corporate Bond
₹44.11
AUM: ₹617 Cr
NAV updated 2 days ago
Plan
Regular
Option
Idcw
Risk
Moderate
Expense Ratio
0.33%
Exit Load
Nil
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Inception
May 2013
Benchmark
Nifty Corporate Bond Index A-II
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.07%
3m
+0.76%
6m
+2.94%
1y
+4.71%
3y
+7.0%
5y
+6.03%
10y
+6.95%
since inception
+2.65%
TopFund's Take on Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW)
Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) sits in the middle of the pack for Corporate Bond 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 0.33%, the expense ratio is roughly in line with the Corporate Bond category average of 0.33% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW)
The current NAV (Net Asset Value) of Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is ₹44.11. NAV is updated every business day after market close by AMFI.
1Y: 4.71% · 3Y CAGR: 7.0% · 5Y CAGR: 6.03%
The expense ratio of Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is 0.33% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is managed by Dwijendra Srivastava, Sandeep Agarwal at Sundaram Mutual Fund.
Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is a Corporate Bond fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Corporate Bond Fund Regular Plan -Income Distribution cum Capital Withdrawal(IDCW) is ₹617 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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