Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

627 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 41.4354 NAV as of Mar 16,2026 and returns since inception of 22.31%. Minimum investments start at SIP ₹250. The Sundaram Corporate Bond Fund Growth AUM is ₹627 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 -0.03% returns, against a category average of -1.32% and a category best of 2.61%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.03-1.322.61
6M1.981.175.14
1Y6.616.209.53
3Y6.9415.9726.82

Portfolio Analysis

  • Equity:
  • Debt: 99.52%
  • Others
As on: 2026-02-28
View allocation % by

1. Small Industries Development Bank of India - 7.83% - 24/11/20288.11%
2. Indian Railway Finance Corporation Ltd - 7.37% - 31/07/20296.46%
3. Indian Bank - 05/02/20276.00%
4. LIC Housing Finance Ltd - 7.7% - 16/05/20284.83%
5. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20294.04%
6. REC LTD - 7.46% - 30/06/20284.03%
7. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.03%
8. LIC Housing Finance Ltd - 7.57% - 18/10/20294.02%
9. Embassy Office Parks REIT - 7.21% - 17/03/20283.99%
10. Kotak Mahindra Prime Ltd - 7.299% - 22/09/20283.98%
11. REC LTD - 6.37% - 31/03/20273.96%
12. Power Finance Corporation Ltd - 7.6% - 13/04/20293.24%
13. Bajaj Finance Ltd - 7.82% - 31/01/20343.23%
14. HDB Financial Services Ltd - 7.9611% - 05/01/20283.22%
15. Indian Oil Corporation Ltd - 7.44% - 25/11/20273.22%
16. National Housing Bank - 7.4% - 16/07/20263.19%
17. Bajaj Finance Ltd - 7.3763% - 26/06/20283.19%
18. Cash and Other Net Current Assets3.06%
19. Export Import Bank of India - 7.35% - 27/07/20282.42%
20. 6.79% Central Government Securities 07/10/20342.41%
21. Bharti Telecom Ltd - 7.4% - 01/02/20292.38%
22. State Bank of India - 6.93% - 20/10/2035-Call Dt : 19-Oct-20302.38%
23. HDB Financial Services Ltd - 7.4091% - 05/06/20282.23%
24. Power Finance Corporation Ltd - 6.61% - 15/07/20282.05%
25. LIC Housing Finance Ltd - 7.95% - 29/01/20281.62%
26. Small Industries Development Bank of India - 7.47% - 05/09/20291.61%
27. Power Finance Corporation Ltd - 6.59% - 15/10/20301.56%
28. Small Industries Development Bank of India - 7.68% - 10/08/20270.80%
29. REC LTD - 6.52% - 31/01/20280.79%
30. 7.30% Government Securities - 19/06/20530.79%
31. Small Industries Development Bank of India - 7.34% - 26/02/20290.64%
32. TREPS0.41%

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 ₹627 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 Growth5.62120.6185
This FundPGIM India Corporate Bond Fund Growth6.435422.2096
This FundSundaram Corporate Bond Fund Growth6.614722.3145
This FundBaroda BNP Paribas Corporate Bond Fund - Retail Plan Growth7.535524.986
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 : -0.03%
  • 6 Months : 1.98%
  • 1 Year : 6.61%
  • 3 Years : 6.94%
Returns of Sundaram Corporate Bond Fund Growth are updated daily based on NAV of ₹ 41.4354 as on Mar 16,2026. Since inception, the return has been 22.31%.

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 ₹627 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