Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.19% | -0.47% | 0.19% | 1.83% | 3.53% | 6.85% | 5.94% | 6.51% | 6.82% |
NAV history
About this fund
Sundaram Corporate Bond Fund is a corporate-debt fund offered by Sundaram Mutual Fund, classified under Debt as Debt Scheme - Corporate Bond Fund. Returns and risk depend on the credit quality and duration of the bonds held. Its latest NAV is ₹43.98, with assets under management of about ₹619 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Sundaram Corporate Bond Fund has recorded a return of about 3.5%, with a three-year return of 6.8% and a five-year return of 5.9%. Its annualised volatility is 1.8% — relatively low fluctuations — and its Sharpe ratio is -1.63, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.27%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.12 | 6.76 | 1.05 | 13.72 | 100% | 7% |
| 3Y | 7.24 | 7.32 | 4.48 | 10.14 | 100% | 0% |
| 5Y | 6.95 | 6.92 | 5.82 | 8.73 | 100% | 0% |
| 7Y | 7.19 | 7.07 | 6.52 | 8.04 | 100% | 0% |
| 10Y | 7.12 | 7.10 | 6.82 | 7.42 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Invesco India Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.76 | -0.45 | 1.60 | 3.21 | 6.87 | 5.97 | 6.40 | 0.24 |
| ICICI Prudential Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.81 | -0.21 | 1.72 | 4.14 | 7.02 | 6.56 | 7.23 | 0.32 |
| Canara Robeco Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.53 | 0.07 | 1.75 | 3.62 | 6.49 | 5.75 | 6.54 | 0.31 |
| Kotak Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.49 | 0.02 | 1.82 | 3.78 | 7.15 | 6.29 | 7.13 | – |
| BANDHAN Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.30 | 0.43 | 2.36 | 4.75 | 7.02 | 6.05 | 6.88 | 0.28 |
| PGIM India Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.59 | -0.09 | 1.59 | 3.38 | 6.86 | 6.14 | 6.77 | 0.31 |
| AXIS Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.43 | 0.16 | 2.08 | 4.25 | 7.47 | 6.64 | – | 0.30 |
| Union Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.82 | -0.40 | 1.28 | 2.73 | 6.66 | 5.66 | – | 0.34 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Consumption Fund Sectoral/Thematic - Consumption | -8.24 | -5.60 | -3.42 | -14.14 | 5.66 | 9.26 | 10.33 | 1.07 |
| Sundaram Financial Services Opportunities Fund Sectoral/Thematic - Banking/Financial | -4.82 | -4.60 | -4.65 | -1.86 | 10.77 | 11.50 | 13.50 | 0.67 |
| Sundaram Global Brand Theme-Equity Active FOF Other Scheme - FoF Overseas | -1.15 | 1.98 | 6.71 | 15.64 | 20.59 | 12.31 | 12.74 | 1.28 |
| Sundaram Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund | -0.32 | 0.35 | 1.94 | 3.87 | 6.87 | 5.93 | 6.38 | – |
| Sundaram Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -0.93 | -1.30 | -0.54 | -1.97 | 5.21 | 4.97 | 6.13 | 0.96 |
| Sundaram Medium Term Fund Debt Scheme - Medium Duration Fund | -0.84 | -0.66 | 1.02 | 2.32 | 5.77 | 4.71 | 5.58 | – |
| Sundaram Infrastructure Advantage Fund Sectoral/Thematic - Infrastructure | -6.13 | -8.98 | -8.71 | -3.43 | 13.15 | 13.35 | 13.50 | 1.47 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III Equity Scheme - ELSS | -8.37 | -8.00 | -3.24 | -2.88 | 7.69 | 12.76 | – | 0.83 |
