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)

₹620 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(%)
1M0.180.352.61
6M2.333.025.14
1Y4.995.519.53
3Y6.8515.1926.82

Portfolio Analysis

  • Equity:
  • Debt: 99.49%
  • Others
As on: 2026-08-15
View allocation % by

1. Indian Railway Finance Corporation Ltd - 7.37% - 31/07/20296.49%
2. LIC Housing Finance Ltd - 7.7% - 16/05/20284.85%
3. 6.36% Central Government Securities 16/02/20314.79%
4. National Bank for Agriculture & Rural Development - 6.66% - 12/10/20284.77%
5. 6.94% Central Government Securities 11/05/20364.08%
6. Small Industries Development Bank of India - 7.83% - 24/11/20284.07%
7. REC LTD - 7.46% - 30/06/20284.05%
8. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20284.04%
9. REC LTD - 7.3% - 01/07/20314.03%
10. LIC Housing Finance Ltd - 7.57% - 18/10/20294.03%
11. Embassy Office Parks REIT - 7.21% - 17/03/20284.01%
12. Kotak Mahindra Prime Ltd - 7.299% - 22/09/20284.00%
13. TREPS3.44%
14. Power Finance Corporation Ltd - 7.6% - 13/04/20293.25%
15. HDB Financial Services Ltd - 7.9611% - 05/01/20283.23%
16. Muthoot Finance Ltd - 8.65% - 31/01/20283.23%
17. Bajaj Finance Ltd - 7.82% - 31/01/20343.22%
18. Cash and Other Net Current Assets3.15%
19. Bank of Baroda - 05/02/20273.13%
20. Export Import Bank of India - 7.35% - 27/07/20282.43%
21. State Bank of India - 6.93% - 20/10/2035- Call Dt : 19-Oct-302.41%
22. Bharti Telecom Ltd - 7.4% - 01/02/20292.39%
23. HDB Financial Services Ltd - 7.4091% - 05/06/20282.24%
24. Power Finance Corporation Ltd - 6.61% - 15/07/20282.07%
25. Indian Oil Corporation Ltd - 7.44% - 25/11/20271.62%
26. Small Industries Development Bank of India - 7.47% - 05/09/20291.62%
27. Bank of Baroda - 04/02/20271.56%
28. Kotak Mahindra Bank Ltd - 05/03/20271.55%
29. Small Industries Development Bank of India - 7.68% - 10/08/20270.89%
30. Indian Railway Finance Corporation Ltd - 7.46% - 18/06/20290.81%
31. National Bank for Financing Infrastructure and Development - 7.37% - 16/07/20290.81%
32. REC LTD - 6.52% - 31/01/20280.80%
33. Punjab National Bank - 09/03/20270.78%

1. 7.72% Karnataka State Government Securities - 06/12/20351.65%
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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 ₹620 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 NameRatingsAUMExpense Ratio
Mirae Asset Corporate Bond Fund Growth044 CR0.67
Tata Corporate Bond Fund Growth03,257 CR0.83
Sundaram Corporate Bond Fund Growth2620 CR0.51
Franklin India Corporate Bond Fund - Plan B Growth01,332 CR0.89
ICICI Prudential Corporate Bond Fund - Retail Plan Growth019,218 CR0.5
Fund Name1Y3Y
This FundMirae Asset Corporate Bond Fund Growth5.022721.4834
This FundTata Corporate Bond Fund Growth5.005221.6485
This FundSundaram Corporate Bond Fund Growth4.985522.0066
This FundFranklin India Corporate Bond Fund - Plan B Growth6.031824.1796
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 : 0.18%
  • 6 Months : 2.33%
  • 1 Year : 4.99%
  • 3 Years : 6.85%
Returns of Sundaram Corporate Bond Fund Growth are updated daily based on NAV of ₹ 42.5784 as on Sep 03,2026. Since inception, the return has been 22.01%.

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 ₹620 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.