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Sundaram Mutual Fund

Sundaram Corporate Bond Fund

Sundaram Mutual Fund · Direct plan · Growth

3-year returns
7.1%
a year
NAV
₹44.15
▲ 0.04% · 18 Sept 2026
Fund size
₹617 Cr
Expense ratio
0.27%
a year
Minimum SIP
₹250

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹42.57 and has returned 6.82% a year over 3 years.

Returns, and where it stands

Against the average corporate bond fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.9%5.3%behind18 of 21
3 years7.1%7.3%behind17 of 21
5 years6%6.3%behind14 of 17
10 years7%7.1%behind8 of 11
Every period, and the Regular plan →
PeriodDirectRegular
1 month0%0%
3 months1.2%1.1%
6 months2.8%2.7%
1 year4.9%4.6%
2 yearsp.a.6.5%6.3%
3 yearsp.a.7.1%6.8%
5 yearsp.a.6%5.8%
7 yearsp.a.6.7%6.5%
10 yearsp.a.7%6.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 4.9% in the last 1Y

42.143.244.218 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹18,403
XIRR (per year)
6.44%
Value today
₹1,98,403

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
1.1% a year
about the same as the corporate bond fund average
Worst fall so far
−3%
Mar 2020 to Mar 2020, against −2.7% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4.5% to 10.1%
A year, at worst and at best. Typically 7.2%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
13 May 2013
Expense ratio
0.27%
as of 31 Jul 2026

Managed by Kumaresh Ramakrishnan, Sandeep Agarwal, Ronak Shah

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Sundaram Corporate Bond Fund against other funds in the Corporate Bond Fund category
Fund1Y3Y5YExpenseFund size
Franklin India Corporate Bond Fund6.23%8.03%6.73%0.26%₹1,379 Cr
Baroda Bnp Paribas Corporate Bond Fund6.07%7.76%0.2%₹275 Cr
AXIS Corporate Bond Fund5.66%7.68%6.76%0.36%₹7,768 Cr
Nippon India Corporate Bond Fund5.44%7.57%6.78%0.37%₹9,051 Cr
ICICI Prudential Corporate Bond Fund5.89%7.41%6.74%0.36%₹29,688 Cr
DSP Corporate Bond Fund6.09%7.39%6.04%0.3%₹2,816 Cr
Sundaram Corporate Bond Fund4.9%7.07%6.04%0.27%₹617 Cr

About Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund is a corporate bond fund managed by Sundaram Mutual Fund. Invest at least 80% in the highest-rated (AA+ and above) corporate bonds.

To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds

The scheme's stated objective, as published by Sundaram Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹44.1548119621
DirectIDCW (Income Distribution CUM Capital Withdrawal)₹19.7105119630
RegularGROWTH₹42.5707100789
RegularIDCW (Income Distribution CUM Capital Withdrawal)₹19.0363100786

Frequently asked questions

What is the NAV of Sundaram Corporate Bond Fund today?

The NAV of Sundaram Corporate Bond Fund (Direct plan, Growth) is ₹44.1548 and the Regular plan NAV is ₹42.5707, as of 18 Sept 2026.

What returns has Sundaram Corporate Bond Fund given?

Over the last year the Direct plan returned 4.9%, and 7.07% a year over 3 years and 6.04% a year over 5 years. That places it 17 of 21 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Sundaram Corporate Bond Fund?

The Direct plan charges 0.27% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Sundaram Corporate Bond Fund?

You can start a monthly SIP with ₹250, or invest a lump sum of ₹5,000 or more.

How much has Sundaram Corporate Bond Fund fallen in the past?

Its deepest fall was 3% from 4 Mar 2020 to 24 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Sundaram Corporate Bond Fund belong to?

It is a Corporate Bond Fund from Sundaram Mutual Fund. Invest at least 80% in the highest-rated (AA+ and above) corporate bonds.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Sundaram Corporate Bond Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.