Sundaram Corporate Bond Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Corporate Bond Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

628 Cr

Lock In Period

N/A

Expense Ratio

0.51

Exit Load

Nil

Benchmark

Nifty Corporate Bond Index A-II

Sundaram Corporate Bond Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.710.812.61
6M2.632.105.14
1Y5.004.989.53
3Y7.1014.7526.82

Portfolio Analysis

  • Equity:
  • Debt: 99.51%
  • Others
As on: 2026-06-15
View allocation % by

1. Indian Railway Finance Corporation Ltd - 7.37% - 31/07/20296.41%
2. 6.94% Central Government Securities 11/05/20364.80%
3. LIC Housing Finance Ltd - 7.7% - 16/05/20284.79%
4. Small Industries Development Bank of India - 7.83% - 24/11/20284.02%
5. REC LTD - 7.46% - 30/06/20284.00%
6. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20283.99%
7. LIC Housing Finance Ltd - 7.57% - 18/10/20293.97%
8. Embassy Office Parks REIT - 7.21% - 17/03/20283.96%
9. REC LTD - 6.37% - 31/03/20273.95%
10. Kotak Mahindra Prime Ltd - 7.299% - 22/09/20283.94%
11. HDFC Bank Ltd - 11/09/20263.92%
12. Power Finance Corporation Ltd - 7.6% - 13/04/20293.22%
13. HDB Financial Services Ltd - 7.9611% - 05/01/20283.19%
14. Bajaj Finance Ltd - 7.82% - 31/01/20343.18%
15. Bajaj Finance Ltd - 7.3763% - 26/06/20283.16%
16. 6.36% Central Government Securities 16/02/20313.15%
17. Bank of Baroda - 05/02/20273.04%
18. Cash and Other Net Current Assets2.60%
19. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20292.41%
20. Export Import Bank of India - 7.35% - 27/07/20282.40%
21. State Bank of India - 6.93% - 20/10/2035- Call Dt : 19-Oct-302.37%
22. National Bank for Agriculture & Rural Development - 6.66% - 12/10/20282.36%
23. Bharti Telecom Ltd - 7.4% - 01/02/20292.35%
24. HDB Financial Services Ltd - 7.4091% - 05/06/20282.21%
25. Power Finance Corporation Ltd - 6.61% - 15/07/20282.04%
26. Indian Oil Corporation Ltd - 7.44% - 25/11/20271.60%
27. Small Industries Development Bank of India - 7.47% - 05/09/20291.60%
28. Axis Bank Ltd - 02/09/20261.57%
29. Union Bank of India - 16/03/20271.51%
30. 6.90% Central Government Securities 15/04/20651.45%
31. 6.48% Central Government Securities 06/10/20351.26%
32. TREPS1.01%
33. Small Industries Development Bank of India - 7.68% - 10/08/20270.88%
34. Indian Railway Finance Corporation Ltd - 7.46% - 18/06/20290.80%
35. REC LTD - 6.52% - 31/01/20280.79%

1. 7.72% Karnataka State Government Securities - 06/12/20351.61%

About Fund Sundaram Corporate Bond Fund Growth

Sundaram Corporate Bond Fund Growth managed by Sundaram Mutual Fund,is a Corporate Bondscheme with Assets Under Management of ₹628 Crore. The fund benchmarks its performance against the Nifty Corporate Bond Index A-II while maintaining an expense ratio of 0.51. Under the expert guidance of Kumaresh Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund Name1Y3Y
This FundPGIM India Corporate Bond Fund Growth4.624821.587
This FundUnion Corporate Bond Fund Growth4.728222.762
This FundSundaram Corporate Bond Fund Growth5.000722.8471
This FundICICI Prudential Corporate Bond Fund Growth6.268824.8811
This FundICICI Prudential Corporate Bond Fund - Retail Plan Growth9.529425.0229

Sundaram Corporate Bond Fund Growth FAQs

Sundaram Corporate Bond Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Corporate Bond Fund Growth is 0.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Corporate Bond Fund Growth’s fund performance is as follows:
  • 1 Month : 1.71%
  • 6 Months : 2.63%
  • 1 Year : 5.00%
  • 3 Years : 7.10%
Returns of Sundaram Corporate Bond Fund Growth are updated daily based on NAV of ₹ 42.4089 as on Jul 03,2026. Since inception, the return has been 22.85%.

You can invest in Sundaram Corporate Bond Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Corporate Bond Fund Growth is ₹628 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Corporate Bond Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.