Sundaram Corporate Bond Fund - Regular Plan
Returns
Risk
This fund has Moderate risk.
As per SEBI's Riskometer.
Portfolio of Sundaram Corporate Bond Fund - Regular Plan
Asset Allocation
Split between different types of investments
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Sundaram Corporate Bond Fund - Regular Plan
|
Moderate
|
|
0.55 |
|||
|
Moderate
|
|
0.56 |
||||
|
Moderate
|
|
0.70 |
||||
|
Moderate
|
|
0.66 |
||||
|
Moderate
|
|
0.97 |
Other details of Sundaram Corporate Bond Fund - Regular Plan
Assets
₹616 Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
250
Min. No of Cheques
6
About Sundaram Corporate Bond Fund - Regular Plan
Sundaram Corporate Bond Fund - Regular Plan is a debt mutual fund scheme of Sundaram Mutual Fund. Launched on December 29, 2004, it is currently managed by Dwijendra Srivastava and Sandeep Agarwal. The fund has an expense ratio of 0.55% with an overall AUM (Assets Under Management) of ₹616 Cr.
Sundaram Corporate Bond Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in high-grade corporate bonds rated AA+ and above. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹250.
Investment Strategy
The scheme seeks to generate income and capital appreciation by investing predominantly in AA+ and above rated corporate bonds.
Suitability
Corporate Bond funds are suitable for:
- Debt allocation in your long-term portfolio
- Earning marginally higher returns than fixed deposits, with low-to-moderate volatility and flexibility to redeem anytime
- Investment horizon of 2-3 years
Note:
- Unlike FD, there is no guarantee of returns
- Not suitable for long-term wealth creation
Capital Gains Taxation
- If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
- If investment is made before 1 April 2023:
- Sold within 2 years from the date of investment: Gains are added to the investors' income and taxed according to the applicable slab rate.
- Sold after 2 years from the date of investment: Gains are taxed at the rate of 12.5%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on Sundaram Corporate Bond Fund - Regular Plan
Niche Offerings
1 min read•By Research Desk
FAQ for Sundaram Corporate Bond Fund - Regular Plan
How to Invest in Sundaram Corporate Bond Fund - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Corporate Bond Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Corporate Bond Fund - Regular Plan can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of Sundaram Corporate Bond Fund - Regular Plan Today?
The latest declared NAV of Sundaram Corporate Bond Fund - Regular Plan, is ₹41.6453 as of 15-May-2026.
What are the top holdings of Sundaram Corporate Bond Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Indian Railway Finance Corporation Ltd SR 181 NCD 7.37 31/07/2029 |
6.46
|
|
LIC Housing Finance Ltd Debenture 7.70 16/05/2028 |
4.86
|
|
GOI Sec 6.48 06/10/2035 |
4.39
|
|
Small Industries Devp. Bank of India Ltd SR V Debenture 7.83 24/11/2028 |
4.07
|
|
REC Ltd SR 223B Debenture 7.46 30/06/2028 |
4.05
|
What is the return of Sundaram Corporate Bond Fund - Regular Plan in the last 5 years?
Over the past five years, Sundaram Corporate Bond Fund - Regular Plan has delivered an annualised return of 5.69% as of 15-May-2026.
What is the minimum investment required in Sundaram Corporate Bond Fund - Regular Plan?
The minimum investment required to start investing in Sundaram Corporate Bond Fund - Regular Plan is ₹5,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.

