Debt Scheme - Corporate Bond FundSundaram Mutual Fund

Sundaram Corporate Bond Fund Regular Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)

₹16.9548▼ 0.0030 (0.02%)

Scheme Type

Open Ended Schemes

NAV History

+8.96%

365 data points · Period: 1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,896

+9.0%

3Y Ago

₹11,849

+18.5%

5Y Ago

₹14,453

+44.5%

Past performance ≠ future results

Fund Analytics

Score: 64.5 / 100

Performance

Total Returns

Simple return over period

+5.79%

CAGR

Compound annual growth rate

+5.79%

Growth of ₹10K

Hypothetical investment value

₹10,579

SIP XIRR

SIP internal rate of return

+4.71%

Risk

Volatility (Ann.)

Std deviation of returns

1.49%LOW

Max Drawdown

Worst peak-to-trough

-0.97%

Sharpe Ratio

Risk-adjusted return

-0.14POOR

Sortino Ratio

Downside risk-adjusted return

-0.12POOR

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

-0.14%

Tracking Error

Deviation from benchmark

13.02%

Information Ratio

Alpha per unit tracking error

-0.01

Treynor Ratio

Return per unit systematic risk

-22.87

Capture

Upside Capture

Participation in market gains

5.81%

Downside Capture

Participation in market losses

-1.65%

Rolling Returns

1Y Rolling CAGR

Avg 4.2% (0.8% – 7.9%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2025-06-27

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+5.8%-1.5%

-0.1%

3Y+5.1%+15.0%

-1.0%

5Y+4.0%+19.0%

-2.1%

Beta

1Y: 0.013Y: 0.015Y: 0.01

Underperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹50,594

Total Value

₹3,50,594

*Based on historical CAGR. Projections are illustrative, not guaranteed