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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

622 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 41.6349 NAV as of Apr 24,2026 and returns since inception of 21.91%. Minimum investments start at SIP ₹250. The Sundaram Corporate Bond Fund Growth AUM is ₹622 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 0.68% returns, against a category average of 1.64% and a category best of 2.61%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.681.642.61
6M1.481.905.14
1Y4.485.159.53
3Y6.8313.7326.82

Portfolio Analysis

  • Equity:
  • Debt: 97.23%
  • Others
As on: 2026-04-15
View allocation % by

1. TREPS14.17%
2. Indian Railway Finance Corporation Ltd - 7.37% - 31/07/20296.46%
3. LIC Housing Finance Ltd - 7.7% - 16/05/20284.84%
4. 6.48% Central Government Securities 06/10/20354.40%
5. Small Industries Development Bank of India - 7.83% - 24/11/20284.06%
6. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20294.04%
7. REC LTD - 7.46% - 30/06/20284.03%
8. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.03%
9. LIC Housing Finance Ltd - 7.57% - 18/10/20294.01%
10. Embassy Office Parks REIT - 7.21% - 17/03/20284.00%
11. REC LTD - 6.37% - 31/03/20274.00%
12. Kotak Mahindra Prime Ltd - 7.299% - 22/09/20283.99%
13. Power Finance Corporation Ltd - 7.6% - 13/04/20293.24%
14. Bajaj Finance Ltd - 7.82% - 31/01/20343.24%
15. HDB Financial Services Ltd - 7.9611% - 05/01/20283.23%
16. Bajaj Finance Ltd - 7.3763% - 26/06/20283.20%
17. Export Import Bank of India - 7.35% - 27/07/20282.42%
18. State Bank of India - 6.93% - 20/10/2035- Call Dt : 19-Oct-302.40%
19. Bharti Telecom Ltd - 7.4% - 01/02/20292.38%
20. HDB Financial Services Ltd - 7.4091% - 05/06/20282.24%
21. Power Finance Corporation Ltd - 6.61% - 15/07/20282.06%
22. Indian Oil Corporation Ltd - 7.44% - 25/11/20271.62%
23. Small Industries Development Bank of India - 7.47% - 05/09/20291.61%
24. Power Finance Corporation Ltd - 6.59% - 15/10/20301.56%
25. Union Bank of India - 16/03/20271.51%
26. Small Industries Development Bank of India - 7.68% - 10/08/20270.81%
27. REC LTD - 6.52% - 31/01/20280.80%
28. Canara Bank - 28/01/20270.76%
29. Corporate Debt Market Development Fund - Class A20.49%

1. 7.72% Karnataka State Government Securities - 06/12/20351.63%

About Fund

Sundaram Corporate Bond Fund Growth managed by Sundaram Mutual Fund,is a Corporate Bondscheme with Assets Under Management of ₹622 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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund Name1Y3Y
This FundPGIM India Corporate Bond Fund Growth4.210421.0711
This FundUnion Corporate Bond Fund Growth4.308221.8018
This FundSundaram Corporate Bond Fund Growth4.477321.9059
This FundICICI Prudential Corporate Bond Fund Growth5.548624.1467
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 : 0.68%
  • 6 Months : 1.48%
  • 1 Year : 4.48%
  • 3 Years : 6.83%
Returns of Sundaram Corporate Bond Fund Growth are updated daily based on NAV of ₹ 41.6349 as on Apr 24,2026. Since inception, the return has been 21.91%.

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 ₹622 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