How to check the XIRR of Sundaram Corporate Bond Fund Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Corporate Bond Fund Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Sundaram Corporate Bond Fund Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Corporate Bond Fund Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Corporate Bond Fund Direct Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 0.33

Risk: Moderate

Debt Scheme - Corporate Bond Fund

Plan: Direct

Benchmark: NIFTY Corporate Bond Index A-II

Inception: 20-12-2004

Exit Load: Nil

Fund Size:₹766.74 Cr

Performance

Fund3.79%

Cat. Avg.4.17%

Fund6.01%

Cat. Avg.6.31%

Fund6.91%

Cat. Avg.7.13%

Fund5.99%

Cat. Avg.6.24%

10Y

Fund6.84%

Cat. Avg.7.01%

FundN/A

Cat. Avg.9.23%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Indian Railway Finance Corporation Ltd - 7.37% - 31/07/2029	DEBT	Bond/NCD	ICRA AAA	6.97%	40.43	6.44%
2	6.94% Central Government Securities 11/05/2036	DEBT	G-Sec	Sovereign	6.85%	30.44	4.84%
3	LIC Housing Finance Ltd - 7.7% - 16/05/2028	DEBT	Bond/NCD	CRISIL AAA	7.46%	30.11	4.79%
4	National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028	DEBT	Bond/NCD	ICRA AAA	7.17%	29.67	4.72%
5	Small Industries Development Bank of India - 7.83% - 24/11/2028	DEBT	Bond/NCD	CRISIL AAA	7.21%	25.32	4.03%
6	REC LTD - 7.46% - 30/06/2028	DEBT	Bond/NCD	ICRA AAA	7.07%	25.18	4.01%
7	National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028	DEBT	Bond/NCD	CRISIL AAA	7.21%	25.12	4.00%
8	LIC Housing Finance Ltd - 7.57% - 18/10/2029	DEBT	Bond/NCD	CRISIL AAA	7.47%	25.06	3.99%
9	Embassy Office Parks REIT - 7.21% - 17/03/2028	Alternative	REIT	CRISIL AAA	7.59%	24.93	3.97%
10	REC LTD - 6.37% - 31/03/2027	DEBT	Bond/NCD	ICRA AAA	7.08%	24.85	3.96%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61051	+1.8%	+3.7%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+4.8%	+4.8%
3Y	07 Nov, 23	1.80 L.	1.96 L.	+9.0%	+5.9%
5Y	08 Nov, 21	3 L.	3.51 L.	+16.9%	+6.3%
10Y	07 Nov, 16	6 L.	8.40 L.	+40.1%	+6.6%
SI	07 Jun, 13	8.05 L.	13.24 L.	+64.5%	+7.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+3.8%	+3.8%
2Y	16 Oct, 24	1 L.	1.12 L.	+12.4%	+6.0%
3Y	16 Oct, 23	1 L.	1.22 L.	+22.2%	+6.9%
5Y	18 Oct, 21	1 L.	1.34 L.	+33.7%	+6.0%
10Y	17 Oct, 16	1 L.	1.94 L.	+94.0%	+6.9%
SI	13 May, 13	1 L.	2.59 L.	+159.1%	+7.3%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.