Category: Debt: Corporate Bond |
Launch Date: 30-12-2004 |
Asset Class: Fixed Income |
Benchmark: Nifty Corporate Bond Index A-II |
Expense Ratio: 0.55% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 763 Cr As on (30-04-2025) |
Turn over: |
FM 1- Mr. Dwijendra Srivastava; FM 2 - Mr. Sandeep Agarwal
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Sundaram Corporate Bond Fund Regular Plan- Growth | 9.66 | 7.39 | 6.31 | 7.57 | 7.04 |
Benchmark | - | - | - | - | - |
Debt: Corporate Bond | 9.62 | 7.67 | 6.36 | 7.26 | 7.2 |
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Sundaram Corporate Bond Fund Regular Plan- Growth | 0.92 | -0.47 | -0.41 | 0.39 | 6.59 | 5.34 |
Debt: Corporate Bond | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Sundaram Corp Bond Reg Gr | 30-12-2004 | 9.66 | 8.1 | 7.39 | 6.31 | 7.57 |
Franklin India Corp Debt Gr | 23-06-1997 | 10.46 | 8.38 | 7.66 | 6.62 | 7.42 |
BARODA BNP PARIBAS Corporate Bond Fund Gr | 08-11-2008 | 10.38 | 8.32 | 7.92 | 5.92 | 6.17 |
Nippon India Corp Bond Gr Gr | 14-09-2000 | 10.17 | 8.51 | 8.18 | 7.09 | 7.43 |
Axis Corporate Bond Fund Reg Growth | 01-07-2017 | 9.95 | 8.31 | 7.8 | 6.76 | 0.0 |
Union Corp Bond Reg Gr | 07-05-2018 | 9.95 | 8.18 | 7.44 | 6.11 | 0.0 |
Kotak Corp Bond Reg Gr | 21-09-2007 | 9.86 | 8.41 | 7.84 | 6.59 | 7.5 |
HSBC Corporate Bond Fund Reg Gr | 01-01-2013 | 9.77 | 7.9 | 7.98 | 6.07 | 7.37 |
Invesco India Corp Bond Gr | 02-08-2007 | 9.76 | 8.24 | 7.63 | 6.25 | 7.06 |
SBI Corp Bond Reg Gr | 05-01-2019 | 9.74 | 8.11 | 7.56 | 6.13 | 0.0 |
Portfolio as on