Sundaram Corporate Bond Fund Regular Plan- Growth
(Erstwhile Sundaram Flexible Fund -Flexible Income Plan Regular - Growth)
Fund House: Sundaram Mutual Fund| Category: Debt: Corporate Bond |
| Launch Date: 30-12-2004 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Corporate Bond Index A-II |
| TER: 0.64% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 768.2 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
41.2348
-0 (-0.0032%)
6.95%
Benchmark: 7.18%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 8 Months
20 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 6.9 |
| Average Maturity | 4.27 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Corporate Bond Fund Regular Plan- Growth | 30-12-2004 | 6.97 | 7.43 | 7.07 | 5.81 | 7.2 |
| Franklin India Corporate Debt Fund - Growth | 23-06-1997 | 8.83 | 8.13 | 7.59 | 6.03 | 7.19 |
| BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION | 08-11-2008 | 7.57 | 7.98 | 7.63 | 5.4 | 5.98 |
| ICICI Prudential Corporate Bond Fund - Growth | 12-06-2009 | 7.46 | 7.72 | 7.7 | 6.4 | 7.42 |
| HSBC Corporate Bond Fund - Regular Growth | 01-01-2013 | 7.29 | 7.66 | 7.3 | 5.67 | 7.25 |
| DSP Corporate Bond Fund - Regular - Growth | 05-09-2018 | 7.25 | 7.45 | 7.14 | 5.46 | - |
| Axis Corporate Bond Fund - Regular Plan Growth | 01-07-2017 | 7.25 | 7.66 | 7.36 | 6.0 | - |
| Kotak Corporate Bond Fund- Regular Plan-Growth Option | 21-09-2007 | 7.18 | 7.71 | 7.47 | 6.07 | 7.24 |
| UTI Corporate Bond Fund - Regular Plan - Growth Option | 05-08-2018 | 7.13 | 7.5 | 7.3 | 5.87 | - |
| SBI Corporate Bond Fund - Regular Plan - Growth | 05-01-2019 | 7.12 | 7.5 | 7.21 | 5.7 | - |
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.01%
Scheme Documents
There are no scheme documents available
