MonitorDirect · Growth
Sundaram Corporate Bond Fund
Sundaram Mutual FundDebt Scheme - Corporate Bond Fund13.3 years
- NAV
- 44.1006
- 15 Sept 2026
- 1Y
- +5.0%
- Trailing CAGR
- AUM
- ₹617.02 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.0%
- 3Y+7.1%
- 5Y+6.0%
- 10Y+7.0%
- SI+7.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.0%
- 3Y+6.5%
- 5Y+6.6%
- 10Y+6.8%
- Since inception
- +7.4%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- +39%
- Windows beating the median
- 3Y percentile
- 18
- Vs comparable share classes
- Worst rolling 3Y
- +4.5%
- 2504 daily-ending windows
- Median rolling 3Y
- +7.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2020 daily-ending windows
- SIP 3Y XIRR
- +6.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 279 recovered episodes
- Longest recovery
- 259 days
- Trough to prior peak
- Current spell
- 2 days
- Days below latest peak
- Time below peak
- +57%
- NAV observations
28 May 2013 – 5 May 2014
Trough 19 Aug 2013 · recovered in 259 days
-11.0%
4 Mar 2020 – 17 Apr 2020
Trough 24 Mar 2020 · recovered in 24 days
-3.0%
9 Apr 2018 – 27 Aug 2018
Trough 7 Jun 2018 · recovered in 81 days
-2.3%
24 Nov 2016 – 13 Apr 2017
Trough 27 Dec 2016 · recovered in 107 days
-1.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
18
Vs category
48
Consistency
44
Risk-adjusted
63
Drawdown
73
Mean
49
Portfolio
31 Aug 2026 · 37 holdings · top 10 are 48.2%.
- Top 5
- 28.0%
- Top 10
- 48.2%
- Largest holding
- 7.9%
- Effective holdings
- 26.9
Repo
Unspecified
7.9%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 181 7.37 BD 31JL29 FVRS1LAC
Financial
6.5%
LIC HOUSING FINANCE LIMITED TR 434 OP I 7.70 LOA 16MY28 FVRS10LAC
Financial
4.9%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC
Financial
4.8%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.83 BD 24NV28 FVRS1LAC
Financial
4.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Tata Corporate Bond Fund
Tata Mutual Fund
- 1Y
- +5.2%
- 3Y
- +7.2%
- Vol
- 1.1%
- Max DD
- -1.7%
- Sharpe
- 0.98
- 3Y win
- +87%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Corporate Bond Fund
ICICI Prudential Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -2.0%
- Sharpe
- 2.36
- 3Y win
- +76%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Corporate Bond Fund
Nippon India Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.5%
- Vol
- 1.1%
- Max DD
- -1.7%
- Sharpe
- 2.36
- 3Y win
- +53%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
PGIM India Corporate Bond Fund
PGIM India Mutual Fund
- 1Y
- +5.0%
- 3Y
- +7.2%
- Vol
- 1.5%
- Max DD
- -3.1%
- Sharpe
- 1.29
- 3Y win
- +45%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Aditya Birla Sun Life Corporate Bond Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +4.8%
- 3Y
- +7.1%
- Vol
- 1.4%
- Max DD
- -2.4%
- Sharpe
- 1.96
- 3Y win
- +89%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns