August 13, 2025
RA Jainee
Sundaram Corporate Bond Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 41.8904
Quarterly NAV IDCW: Rs 20.0580
Suitable For Which Investors?
Corporate Bond funds invest mainly in high-grade corporate bonds (those with a credit rating of AA+ and above). They are suitable for a short investment horizon of two to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch.
The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit.
Remember, their returns may not be substantially higher than inflation. They are meant to deliver steady, but low to moderate returns and are not suitable to build wealth in the long run.
Fund’s Investment Strategy:
The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Fund Manager:
1) Dwijendra Srivastava
Education: Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience: Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
2) Sandeep Agarwal
Education: Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience: Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 250 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 1 |
| Exit Load | 0 |
| Lock-in Period | NA |
Basic Details of Sundaram Corporate Bond Fund
| Fund House | Sundaram Mutual Fund |
| Launch Date | 13-May-13 |
| Return Since Launch | 7.63% |
| Benchmark | Nifty Corporate Bond Index A-II |
| Riskometer | Moderate |
| Type | Open-ended |
| Assets | Rs 798 Cr |
| (As on 31-Jul-2025) | |
| Expense | 0.33% |
| (As on 31-Jul-2025) | |
| Risk Grade | Average |
| Return Grade | Below Average |
Trailing Returns (%) of Sundaram Corporate Bond Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Sundaram Corporate Bond Dir | 5.62 | -0.10 | 0.19 | 1.74 | 4.73 | 8.79 | 7.51 | 6.17 | 7.72 | 7.71 |
| VR Bond | 3.66 | -0.09 | -0.22 | 0.39 | 2.84 | 6.46 | 7.25 | 5.32 | 6.32 | 6.37 |
| Debt: Corporate Bond | 5.73 | -0.11 | 0.17 | 1.80 | 4.79 | 8.94 | 7.84 | 6.38 | 7.47 | 7.59 |
| Rank within category | 12 | 8 | 9 | 14 | 12 | 12 | 18 | 12 | 6 | 7 |
| Number of funds in category | 21 | 21 | 21 | 21 | 21 | 21 | 20 | 18 | 16 | 12 |
Peer Comparison of Sundaram Corporate Bond Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | |
| Sundaram Corporate Bond Dir | 3 star | 8.79 | 7.51 | 6.17 | 0.33 | 798 | 7.63 | — | 12Y 3M |
| HDFC Corporate Bond Dir | 4 star | 8.67 | 8.04 | 6.56 | 0.36 | 35,968 | 8.16 | — | 12Y 7M |
| ICICI Pru Corporate Bond Dir | 5 star | 8.75 | 8.20 | 6.75 | 0.35 | 33,574 | 8.24 | — | 12Y 7M |
| Kotak Corporate Bond Dir | 4 star | 9.00 | 7.97 | 6.56 | 0.34 | 17,811 | 8.08 | — | 12Y 7M |
| Bandhan Corporate Bond Dir | 4 star | 8.69 | 7.52 | 6.12 | 0.33 | 15,925 | 7.47 | — | 9Y 7M |
Portfolio Breakup
| Fund | Category | |
| Number of Securities | 38 | 97 |
| Macaulay Duration (yrs) | 3.32 | 3.84 |
| Average Maturity (yrs) | 4.31 | 5.28 |
| Yield to Maturity (%) | 6.65 | 6.80 |
| Avg Credit Rating | AAA | — |
Chanakya’s Mutual Fund Guidance For Sundaram Corporate Bond Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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