Sundaram Mutual Fund Refine Your Fund Selection
| Scheme Name | Category | AUM (Crore) | Expense Ratio | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | Since Launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 1,273.04 | 2.37 % | 3.07 % | 2.71 % | 7.74 % | 19.89 % | 27.36 % | - | - | - | 21.18 % |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 240.69 | 2.9 % | -1.51 % | -2.4 % | 6.85 % | 12.28 % | 26.19 % | 13.99 % | 8.47 % | 12.45 % | 14.35 % |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 1,015.82 | 2.19 % | 3.3 % | 2.86 % | 5.21 % | 14.59 % | 18.08 % | 13.93 % | 10.4 % | 11.46 % | 11.06 % |
| Sundaram Select Focus-Growth | Equity: Focused | 1,056.18 | 2.18 % | 1.06 % | 0.28 % | 5.06 % | 9.14 % | 17.09 % | 14.61 % | 7.73 % | 9.41 % | 18.52 % |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 1,832.33 | 2.21 % | 1.8 % | 1.41 % | 4.71 % | 9.44 % | 14.61 % | 10.8 % | 7.72 % | 8.54 % | 12.3 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 1,958.08 | 2.19 % | 5.17 % | 5.31 % | 6.62 % | 14.55 % | 13.18 % | 8.83 % | 11.0 % | 13.16 % | 11.58 % |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 35.58 | 2.34 % | 1.76 % | 2.03 % | 7.5 % | 8.89 % | 12.15 % | 7.84 % | 5.19 % | 5.94 % | 4.99 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 2,577.72 | 2.08 % | 2.73 % | 2.32 % | 5.51 % | 9.75 % | 11.99 % | 7.78 % | 6.97 % | 10.28 % | 15.13 % |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 993.95 | 0.51 % | 0.86 % | 0.87 % | 2.11 % | 5.39 % | 11.74 % | 7.09 % | 8.1 % | 7.49 % | 7.15 % |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 5,901.43 | 1.96 % | 6.73 % | 7.24 % | 11.55 % | 14.74 % | 11.69 % | 5.69 % | 8.17 % | 14.37 % | 24.94 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 529.71 | 2.64 % | 5.6 % | 6.23 % | 7.25 % | 6.82 % | 11.5 % | 6.65 % | 4.87 % | 3.63 % | 8.67 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,270.81 | 0.36 % | 0.62 % | 0.67 % | 1.9 % | 4.71 % | 10.02 % | 7.5 % | 7.21 % | 7.36 % | 7.15 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,270.81 | 0.36 % | 0.62 % | 0.67 % | 1.9 % | 4.71 % | 10.02 % | 7.5 % | 7.74 % | 8.09 % | 7.89 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 79.75 | 2.16 % | 0.71 % | 0.73 % | 1.74 % | 3.33 % | 8.52 % | 6.0 % | 6.68 % | 7.34 % | 8.01 % |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 144.47 | 2.35 % | 0.87 % | 0.55 % | 2.73 % | 4.58 % | 8.15 % | - | - | - | 7.47 % |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 21.43 | 1.05 % | 1.11 % | 0.85 % | 4.33 % | 7.12 % | 8.11 % | 5.24 % | - | - | 6.38 % |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 236.59 | 0.31 % | 0.43 % | 0.49 % | 1.44 % | 3.43 % | 7.61 % | - | - | - | 7.83 % |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 1,057.16 | 2.38 % | 9.0 % | 9.95 % | 11.49 % | 13.23 % | 7.32 % | 1.53 % | 3.24 % | 10.65 % | 15.05 % |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 4,412.82 | 0.22 % | 0.37 % | 0.43 % | 1.31 % | 2.79 % | 6.44 % | 6.84 % | 7.26 % | 7.44 % | 7.01 % |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 43.17 | 2.15 % | 0.89 % | 0.72 % | 2.71 % | 3.84 % | 2.11 % | 3.49 % | 5.59 % | - | 6.94 % |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 796.68 | 0.2 % | 0.35 % | 0.4 % | 1.2 % | 2.54 % | - | - | - | - | 5.23 % |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 362.03 | 1.41 % | 0.36 % | 0.41 % | 1.21 % | 2.88 % | - | - | - | - | 3.52 % |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 526.35 | 2.54 % | 2.37 % | 1.73 % | 5.61 % | - | - | - | - | - | 10.63 % |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 468.31 | 0.77 % | 0.67 % | 0.7 % | 1.71 % | -0.63 % | -2.49 % | 3.6 % | 5.35 % | 7.1 % | 7.25 % |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 468.31 | 0.77 % | 0.67 % | 0.7 % | 1.71 % | -0.63 % | -2.49 % | 3.6 % | 4.99 % | 6.23 % | 6.43 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 181.64 | 0.93 % | 0.77 % | 0.79 % | 1.83 % | -1.18 % | -4.88 % | 2.14 % | 4.49 % | 6.99 % | 6.46 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 176.69 | 1.43 % | 0.47 % | 0.52 % | 1.49 % | -2.66 % | -6.18 % | 2.29 % | 4.51 % | 5.67 % | 5.4 % |
| Scheme Name | Category | Launch Date | AUM (Crore) | Expense Ratio | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|
| Scheme Name | Category | Launch Date | AUM (Crore) | YTD | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 12-09-2018 | 1,273.04 | 3.07 % | 21.72 % | - | - | - | - | - | - | - | - |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 240.69 | -1.51 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % | -12.37 % | 47.08 % | -32.94 % |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 27-02-2007 | 1,015.82 | 3.3 % | 10.31 % | 0.42 % | 36.11 % | 7.56 % | 3.46 % | 48.88 % | -3.0 % | 33.13 % | -23.26 % |
| Sundaram Select Focus-Growth | Equity: Focused | 30-07-2002 | 1,056.18 | 1.06 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % | 34.34 % | 3.64 % | 21.64 % | -23.67 % |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 23-06-2000 | 1,832.33 | 1.8 % | 11.36 % | 2.83 % | 20.94 % | 11.14 % | -2.89 % | 23.67 % | 4.97 % | 21.7 % | -20.41 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 12-05-2006 | 1,958.08 | 5.17 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % | -0.64 % | 34.06 % | -23.05 % |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 24-08-2007 | 35.58 | 1.76 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % | 9.11 % | 18.91 % | -1.95 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 02-05-2005 | 2,577.72 | 2.73 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % | 1.39 % | 34.47 % | -25.35 % |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 30-12-2004 | 993.95 | 0.86 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % | -0.25 % | 8.68 % | 5.73 % |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 30-07-2002 | 5,901.43 | 6.73 % | -0.3 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % | 4.64 % | 38.02 % | -23.67 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 529.71 | 5.6 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % | -15.83 % | 19.27 % | -39.71 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 30-12-2004 | 1,270.81 | 0.62 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % | 7.83 % | 8.85 % | 8.45 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 30-12-2004 | 1,270.81 | 0.62 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % | 8.51 % | 9.93 % | 9.33 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 18-12-1997 | 79.75 | 0.71 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % | 4.03 % | 10.74 % | 6.66 % |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 30-11-2018 | 144.47 | 0.87 % | 7.23 % | - | - | - | - | - | - | - | - |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 09-01-2017 | 21.43 | 1.11 % | 2.02 % | -8.01 % | - | - | - | - | - | - | - |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 26-09-2018 | 236.59 | 0.43 % | 7.78 % | - | - | - | - | - | - | - | - |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 05-02-2005 | 1,057.16 | 9.0 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % | -5.02 % | 44.77 % | -32.72 % |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 06-03-2000 | 4,412.82 | 0.37 % | 6.61 % | 7.39 % | 6.62 % | 7.6 % | 8.32 % | 9.09 % | 9.27 % | 7.77 % | 7.22 % |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 01-03-2010 | 43.17 | 0.89 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % | 0.04 % | 16.96 % | -3.48 % |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 20-03-2019 | 796.68 | 0.35 % | - | - | - | - | - | - | - | - | - |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 05-06-2019 | 362.03 | 0.36 % | - | - | - | - | - | - | - | - | - |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 01-09-2019 | 526.35 | 2.37 % | - | - | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 23-04-2007 | 468.31 | 0.67 % | -2.58 % | 7.04 % | 6.55 % | 8.0 % | 8.14 % | 9.03 % | 9.88 % | 10.05 % | 9.45 % |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 15-04-2007 | 468.31 | 0.67 % | -2.58 % | 7.04 % | 6.55 % | 7.06 % | 7.15 % | 8.07 % | 8.46 % | 8.26 % | 7.69 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 05-09-2002 | 181.64 | 0.77 % | -5.12 % | 6.23 % | 5.63 % | 9.22 % | 7.34 % | 10.24 % | 9.86 % | 10.93 % | 12.67 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 19-07-2002 | 176.69 | 0.47 % | -6.07 % | 6.97 % | 6.57 % | 6.91 % | 9.34 % | 10.42 % | 8.95 % | 7.81 % | 4.3 % |
| Scheme Name | Category | Launch Date | Absolute Returns |
Annualized Returns |
Value of 10000 investment |
|---|
| Scheme Name | Category | Launch Date | AUM (Crore) | Expense Ratio | YTD | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
| Scheme Name | Category | AUM (Crore) | Expense Ratio | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|---|---|---|
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 1,832.33 | 2.21 % | 14.54 % | 9.82 % | 10.56 % | 9.81 % | 9.81 % | - |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 2,577.72 | 2.08 % | 11.27 % | 4.25 % | 7.66 % | 11.05 % | - | - |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 35.58 | 2.34 % | 18.47 % | 7.79 % | 8.09 % | 5.74 % | - | - |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 1,015.82 | 2.19 % | 19.58 % | 11.15 % | 12.88 % | 13.7 % | - | - |
| Sundaram Financial Services Opportunities Fund Inst Growth | Equity: Sectoral-Banking and Financial Services | 240.69 | 2.82 % | 22.21 % | 14.0 % | 14.8 % | 12.4 % | - | - |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 240.69 | 2.9 % | 21.41 % | 13.14 % | 13.92 % | 13.08 % | - | - |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 529.71 | 2.64 % | 10.18 % | 2.06 % | 5.75 % | 7.53 % | - | - |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 1,958.08 | 2.19 % | 18.46 % | 6.09 % | 10.67 % | 14.0 % | - | - |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 1,057.16 | 2.38 % | 14.83 % | -3.12 % | 1.7 % | 11.47 % | 12.73 % | - |
| Sundaram Small Cap Fund -iNST Growth | Equity: Small Cap | 1,057.16 | 2.44 % | 15.88 % | -2.31 % | 2.47 % | 12.19 % | - | - |
| Sundaram Select Focus-Growth | Equity: Focused | 1,056.18 | 2.18 % | 14.47 % | 10.96 % | 11.91 % | 11.13 % | 11.02 % | - |
| Sundaram Select Focus-Inst Growth | Equity: Focused | 1,056.18 | 2.39 % | 15.31 % | 12.14 % | 12.96 % | 11.92 % | - | - |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 5,901.43 | 1.96 % | 20.2 % | 3.38 % | 7.19 % | 14.58 % | 15.83 % | - |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 21.43 | 1.05 % | 7.87 % | 2.26 % | - | - | - | - |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 176.69 | 1.43 % | -4.98 % | -0.43 % | 2.16 % | 5.15 % | 5.25 % | - |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 43.17 | 2.15 % | 3.7 % | 2.32 % | 4.32 % | - | - | - |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 79.75 | 2.16 % | 7.98 % | 6.89 % | 6.97 % | 7.48 % | 7.15 % | 6.91 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,270.81 | 0.36 % | 9.37 % | 8.33 % | 7.8 % | 8.11 % | 8.09 % | - |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 993.95 | 0.51 % | 11.0 % | 8.79 % | 8.3 % | 8.21 % | 7.67 % | - |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 181.64 | 0.93 % | -3.28 % | 0.06 % | 2.49 % | 5.7 % | 6.29 % | - |
| Sundaram Low Duration Fund Inst Growth | Debt: Low Duration | 468.31 | 0.77 % | -0.63 % | 2.13 % | 3.73 % | 5.89 % | - | - |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 468.31 | 0.77 % | -1.42 % | 1.73 % | 3.66 % | 6.14 % | - | - |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 468.31 | 0.77 % | -1.43 % | 1.73 % | 3.52 % | 5.53 % | - | - |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 4,412.82 | 0.22 % | 5.91 % | 6.76 % | 6.93 % | 7.53 % | 7.32 % | - |
| Sundaram Money Fund - Unclaimed Amount Plan - Unclaimed Redemption Less Than 3 Years | Debt: Liquid | 4,412.82 | 0.22 % | 5.64 % | 6.56 % | - | - | - | - |
| Sundaram Money Fund - Unclaimed Amount Plan - Unclaimed Redemption More Than 3 Years | Debt: Liquid | 0 | 0.27 % | - | - | - | - | - | - |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 1,273.04 | 2.37 % | 30.11 % | - | - | - | - | - |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 236.59 | 0.31 % | 7.15 % | - | - | - | - | - |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 144.47 | 2.35 % | 7.87 % | - | - | - | - | - |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,270.81 | 0.36 % | 9.37 % | 8.33 % | 7.6 % | 7.49 % | 7.38 % | - |
