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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

625 Cr

Lock In Period

N/A

Expense Ratio

0.51

Benchmark

Nifty Corporate Bond Index A-II

Exit Load

Nil

Summary

Latest details for Sundaram Corporate Bond Fund Growth include a 41.3176 NAV as of Apr 02,2026 and returns since inception of 21.46%. Minimum investments start at SIP ₹250. The Sundaram Corporate Bond Fund Growth AUM is ₹625 Cr, with a lock-in of N/A years, expense ratio of 0.51%, and benchmark Nifty Corporate Bond Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.56% returns, against a category average of -1.82% and a category best of 2.61%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.56-1.822.61
6M1.250.455.14
1Y4.734.329.53
3Y6.7014.2026.82

Portfolio Analysis

  • Equity:
  • Debt: 96.68%
  • Others
As on: 2026-03-15
View allocation % by

1. Small Industries Development Bank of India - 7.83% - 24/11/20288.08%
2. TREPS7.77%
3. Indian Railway Finance Corporation Ltd - 7.37% - 31/07/20296.43%
4. LIC Housing Finance Ltd - 7.7% - 16/05/20284.82%
5. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20294.03%
6. REC LTD - 7.46% - 30/06/20284.01%
7. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.01%
8. LIC Housing Finance Ltd - 7.57% - 18/10/20294.01%
9. Embassy Office Parks REIT - 7.21% - 17/03/20283.98%
10. REC LTD - 6.37% - 31/03/20273.97%
11. Kotak Mahindra Prime Ltd - 7.299% - 22/09/20283.96%
12. Power Finance Corporation Ltd - 7.6% - 13/04/20293.23%
13. Bajaj Finance Ltd - 7.82% - 31/01/20343.23%
14. Indian Oil Corporation Ltd - 7.44% - 25/11/20273.22%
15. HDB Financial Services Ltd - 7.9611% - 05/01/20283.22%
16. National Housing Bank - 7.4% - 16/07/20263.20%
17. Bajaj Finance Ltd - 7.3763% - 26/06/20283.18%
18. 6.79% Central Government Securities 07/10/20342.41%
19. Export Import Bank of India - 7.35% - 27/07/20282.41%
20. Bharti Telecom Ltd - 7.4% - 01/02/20292.38%
21. State Bank of India - 6.93% - 20/10/2035 - Call Dt : 19-Oct-302.37%
22. HDB Financial Services Ltd - 7.4091% - 05/06/20282.23%
23. Power Finance Corporation Ltd - 6.61% - 15/07/20282.05%
24. LIC Housing Finance Ltd - 7.95% - 29/01/20281.61%
25. Small Industries Development Bank of India - 7.47% - 05/09/20291.60%
26. Power Finance Corporation Ltd - 6.59% - 15/10/20301.56%
27. Small Industries Development Bank of India - 7.68% - 10/08/20270.80%
28. REC LTD - 6.52% - 31/01/20280.79%
29. Corporate Debt Market Development Fund - Class A20.48%

1. 7.72% Karnataka State Government Securities - 06/12/20351.64%

About Fund

Sundaram Corporate Bond Fund Growth managed by Sundaram Mutual Fund,is a Corporate Bondscheme with Assets Under Management of ₹625 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 Dwijendra Srivastava ,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.

Peer Comparison

Fund Name1Y3Y
This FundCanara Robeco Corporate Bond Fund Growth3.885819.6228
This FundPGIM India Corporate Bond Fund Growth4.347420.8802
This FundSundaram Corporate Bond Fund Growth4.727221.4648
This FundBaroda BNP Paribas Corporate Bond Fund - Retail Plan Growth5.551123.9748
This FundICICI Prudential Corporate Bond Fund - Retail Plan Growth9.529425.0229

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 : -0.56%
  • 6 Months : 1.25%
  • 1 Year : 4.73%
  • 3 Years : 6.70%
Returns of Sundaram Corporate Bond Fund Growth are updated daily based on NAV of ₹ 41.3176 as on Apr 02,2026. Since inception, the return has been 21.46%.

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 ₹625 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.
Min Inv Amount: ₹500