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 Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)

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

Sundaram Mutual Fund · Debt · Corporate Bond Fund

₹17.96

-25.66 (-58.84%) trending_down

AUM: ₹623 Cr

NAV updated about 1 month ago

Plan

Regular

Option

Idcw

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

Std Dev (1Y)

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

+2.77%

rate_review 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 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: 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.

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 Regular Plan- Income Distribution cum Capital Withdrawal (IDCW)

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

1