Sundaram Corporate Bond Fund Direct Growth

Sundaram Corporate Bond Fund Direct Growth

+7.16%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar '26
₹42.95
Min. for SIP
₹250
Fund size
₹626.56 Cr
Expense ratio
0.32%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,116
+1.86%
3 years₹1,80,000₹1,98,666
+10.37%
5 years₹3,00,000₹3,52,777
+17.59%
10 years₹6,00,000₹8,51,951
+41.99%

Holdings (31)

NameSectorInstrumentsAssets
Small Industries Devp. Bank of India Ltd.FinancialDebenture8.11%
Indian Railway Finance Corporation Ltd.FinancialNCD6.46%
Indian BankFinancialCD6.00%
LIC Housing Finance Ltd.FinancialDebenture4.83%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture4.04%
REC Ltd.FinancialDebenture4.03%
National Bank For Agriculture & Rural DevelopmentFinancialBonds4.03%
LIC Housing Finance Ltd.FinancialBonds/Deb4.02%
Embassy Office Parks REITConstructionDebenture3.99%
Kotak Mahindra Prime Ltd.FinancialDebenture3.98%
REC Ltd.FinancialDebenture3.96%
Power Finance Corporation Ltd.FinancialNCD3.24%
Bajaj Finance Ltd.FinancialDebenture3.23%
HDB Financial Services Ltd.FinancialNCD3.22%
Indian Oil Corporation Ltd.EnergyNCD3.22%
National Housing BankFinancialDebenture3.19%
Bajaj Finance Ltd.FinancialDebenture3.19%
Export-Import Bank Of IndiaFinancialBonds2.42%
GOISovereignGOI Sec2.41%
Bharti Telecom Ltd.CommunicationDebenture2.38%
State Bank of IndiaFinancialBonds2.38%
HDB Financial Services Ltd.FinancialDebenture2.23%
Power Finance Corporation Ltd.FinancialBonds2.05%
Karnataka StateOthersSDL1.63%
LIC Housing Finance Ltd.FinancialDebenture1.62%
Small Industries Devp. Bank of India Ltd.FinancialBonds/NCD1.61%
Power Finance Corporation Ltd.FinancialDebenture1.56%
Small Industries Devp. Bank of India Ltd.FinancialDebenture0.80%
GOISovereignGOI Sec0.79%
REC Ltd.FinancialDebenture0.79%
Small Industries Devp. Bank of India Ltd.FinancialBonds0.64%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹250

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+7.2%+6.2%+7.5%+7.5%
Category average (Debt Corporate Bond)+7.5%+5.8%+7.1%--
Rank (Debt Corporate Bond)20148--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

DS
Dwijendra Srivastava
May 2013 - Present
View details

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.
Also manages these schemes

About Sundaram Corporate Bond Fund Direct Growth

Sundaram Corporate Bond Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Corporate Bond Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,017 Cr and the Latest NAV as of 20 Mar 2026 is ₹42.95. The Sundaram Corporate Bond Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000. ;

Investment Objective

The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Fund benchmarkNifty Corporate Bond Index A-II

Fund house

Rank (total assets)#17 in India
Total AUM₹76,017.50 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,