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Fund Categories

  •   Equity: All
  •   Debt: All
  •   Hybrid: All
  •   Solution Oriented: All
  •   Others: All
  •   Equity: Contra
  •   Equity: Dividend Yield
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  •   Equity: Focused
  •   Equity: Large and Mid Cap
  •   Equity: Large Cap
  •   Equity: Mid Cap
  •   Equity: Multi Cap
  •   Equity: Sectoral-Banking and Financial Services
  •   Equity: Sectoral-Infrastructure
  •   Equity: Sectoral-Pharma and Healthcare
  •   Equity: Sectoral-Technology
  •   Equity: Small Cap
  •   Equity: Thematic-Consumption
  •   Equity: Thematic-Energy
  •   Equity: Thematic-International
  •   Equity: Thematic-MNC
  •   Equity: Thematic-Others
  •   Equity: Thematic-PSU
  •   Equity: Value
  •   Debt: Banking and PSU
  •   Debt: Corporate Bond
  •   Debt: Credit Risk
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  •   Debt: Gilt
  •   Debt: Gilt Fund with 10 year constant duration
  •   Debt: Liquid
  •   Debt: Long Duration
  •   Debt: Low Duration
  •   Debt: Medium Duration
  •   Debt: Medium to Long Duration
  •   Debt: Money Market
  •   Debt: Overnight
  •   Debt: Short Duration
  •   Debt: Ultra Short Duration
  •   Hybrid: Aggressive
  •   Hybrid: Arbitrage
  •   Hybrid: Conservative
  •   Hybrid: Dynamic Asset Allocation
  •   Hybrid: Equity Savings
  •   Hybrid: Multi Asset Allocation
  •   Childrens Fund
  •   Retirement Fund
  •   ETFs
  •   Fund of Funds-Domestic-Debt
  •   Fund of Funds-Domestic-Equity
  •   Fund of Funds-Domestic-Gold
  •   Fund of Funds-Domestic-Hybrid
  •   Fund of Funds-Overseas
  •   Index Fund
Lumpsum Returns SIP Returns NAV Details
Historical Returns Investment Growth Annual Returns Ranking Within Category Point to Point Return
Scheme Name Category AUM (Crore) Expense Ratio YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 1,529.26 2.26 % 0.34 % 5.4 % 2.24 % 14.21 % 58.44 % 24.68 % 14.88 % 19.61 % 17.4 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 623.63 2.58 % 2.38 % 5.92 % 3.83 % 16.79 % 46.43 % 20.29 % 14.97 % 11.87 % 10.72 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 1,948.46 2.37 % 0.87 % 3.37 % -1.65 % 16.61 % 41.63 % 27.08 % - - 25.25 %
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 1,822.96 2.23 % -0.21 % 3.94 % 0.21 % 15.26 % 40.53 % 22.71 % 23.38 % 20.81 % 15.05 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 6,754.83 1.93 % -0.21 % 3.99 % -1.09 % 9.65 % 30.99 % 16.38 % 11.85 % 18.28 % 24.43 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 2,077.01 2.2 % 1.01 % 5.09 % -0.24 % 13.58 % 27.35 % 16.22 % 12.94 % 14.46 % 15.62 %
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 1,211.25 2.24 % 0.79 % 4.4 % -2.34 % 11.22 % 23.62 % - - - 36.75 %
Sundaram Rural and Consumption Fund Regular Plan - Growth Equity: Thematic-Consumption 1,225.26 2.28 % 1.06 % 4.47 % -1.1 % 6.88 % 17.54 % 12.79 % 11.39 % 15.72 % 11.91 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 464.61 2.63 % 4.48 % 6.89 % -5.46 % 8.1 % 16.4 % 15.88 % 14.18 % 13.63 % 14.03 %
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 96.26 2.28 % -3.15 % -1.91 % -2.27 % 0.36 % 14.96 % 15.45 % 11.8 % 7.9 % 6.58 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 33.77 2.16 % -0.02 % 0.79 % -0.33 % 9.26 % 13.39 % 7.39 % 6.26 % 8.61 % 7.51 %
Sundaram Equity Savings Fund Regular Plan - Growth Hybrid: Equity Savings 157.58 2.44 % 8.08 % 0.54 % -0.25 % 3.32 % 8.08 % 7.56 % - - 7.51 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 1,065.08 0.54 % 0.24 % 0.35 % 0.68 % 1.56 % 4.08 % 8.5 % 7.02 % 7.87 % 7.12 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 48.13 0.33 % 0.18 % 0.27 % 0.8 % 1.64 % 3.38 % 5.32 % - - 5.62 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 453.72 0.21 % 0.18 % 0.27 % 0.8 % 1.55 % 3.06 % - - - 4.03 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 1,132.28 0.38 % 0.04 % 0.08 % 0.61 % 1.21 % 2.91 % 6.68 % 6.5 % 7.63 % 7.55 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 1,132.28 0.36 % 0.04 % 0.08 % 0.61 % 1.21 % 2.91 % 6.68 % 6.5 % 7.04 % 6.9 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 64.25 2.15 % -0.16 % -0.16 % -0.07 % 0.86 % 1.83 % 5.2 % 5.05 % 6.95 % 7.63 %
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 Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 1,529.26 0.34 % 60.35 % 26.16 % -6.06 % -29.17 % 55.58 % -0.13 % 7.79 % 108.74 % -5.02 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 623.63 2.38 % 49.5 % 10.39 % 2.18 % -21.89 % 55.53 % -0.52 % 4.8 % 57.63 % -15.83 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 1,948.46 0.87 % 44.74 % 15.41 % 21.72 % - - - - - -
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 1,822.96 -0.21 % 47.25 % 8.42 % 15.52 % 11.29 % 45.95 % 9.68 % 3.46 % 58.47 % -3.0 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 6,754.83 -0.21 % 37.49 % 11.79 % -0.3 % -15.41 % 40.77 % 11.33 % 11.15 % 75.03 % 4.64 %
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 10-05-2005 2,077.01 1.01 % 31.53 % 9.85 % 6.17 % -10.61 % 38.44 % 6.84 % 3.12 % 45.72 % 1.39 %
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 01-10-2020 1,211.25 0.79 % 27.48 % - - - - - - - -
Sundaram Rural and Consumption Fund Regular Plan - Growth Equity: Thematic-Consumption 12-05-2006 1,225.26 1.06 % 19.35 % 13.48 % 2.71 % -7.82 % 38.69 % 21.12 % 6.31 % 47.37 % -0.64 %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 464.61 4.48 % 15.34 % 2.7 % 26.43 % -3.66 % 33.33 % 12.82 % -8.96 % 58.02 % -12.37 %
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 24-08-2007 96.26 -3.15 % 18.49 % 21.39 % 17.56 % -8.09 % 19.77 % 12.8 % -14.18 % -3.57 % 9.11 %
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 01-03-2010 33.77 -0.02 % 14.49 % 7.34 % 0.92 % -1.16 % 12.11 % 9.94 % 8.68 % 21.55 % 0.04 %
Sundaram Equity Savings Fund Regular Plan - Growth Hybrid: Equity Savings 30-11-2018 157.58 8.08 % 7.38 % 7.23 % - - - - - - -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 1,065.08 0.24 % 3.5 % 10.98 % 11.31 % 4.8 % 5.44 % 11.71 % 8.66 % 14.92 % -0.25 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 01-09-2018 48.13 0.18 % 3.36 % 5.19 % 7.78 % - - - - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 05-03-2019 453.72 0.18 % 3.04 % 3.32 % - - - - - - -
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 30-12-2004 1,132.28 0.04 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 7.88 % 8.47 % 9.35 % 8.51 %
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 30-12-2004 1,132.28 0.04 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 % 6.56 % 7.07 % 7.83 % 7.83 %
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 18-12-1997 64.25 -0.16 % 1.67 % 6.33 % 8.14 % 4.74 % 5.7 % 11.14 % 5.1 % 13.1 % 4.03 %
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
Historical Returns Investment Growth
Scheme Name Category AUM (Crore) Expense Ratio 1Y 3Y 5Y 10Y 15Y 20Y
Sundaram Diversified Equity (ELSS) Regular Plan - Growth Equity: ELSS 2,077.01 2.2 % 25.25 % 26.09 % 15.76 % 14.03 % 12.84 % -
Sundaram Global Brand Fund Regular Plan - Growth Fund of Funds-Overseas 96.26 2.28 % 4.94 % 17.58 % 13.52 % 9.34 % - -
Sundaram Large and Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 1,822.96 2.23 % 31.07 % 29.77 % 19.93 % 17.21 % 14.41 % -
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 464.61 2.63 % 12.57 % 21.38 % 15.07 % 14.05 % - -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 623.63 2.58 % 39.09 % 34.83 % 19.77 % 14.96 % 10.69 % -
Sundaram Rural and Consumption Fund Regular Plan - Growth Equity: Thematic-Consumption 1,225.26 2.28 % 17.04 % 20.35 % 12.82 % 14.66 % 13.53 % -
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 1,529.26 2.26 % 45.38 % 44.07 % 23.02 % 18.94 % 16.78 % -
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 6,754.83 1.93 % 23.57 % 28.17 % 15.96 % 16.45 % 16.27 % -
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth Hybrid: Conservative 33.77 2.16 % 15.51 % 11.45 % 7.94 % 8.01 % - -
Sundaram Medium Term Bond Fund Regular Plan - Growth Debt: Medium Duration 64.25 2.15 % 1.78 % 3.66 % 4.65 % 6.04 % 6.46 % 6.29 %
Sundaram Banking and PSU Debt Fund Regular Plan - Growth Debt: Banking and PSU 1,132.28 0.38 % 2.53 % 4.87 % 6.03 % 6.93 % 7.42 % -
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 1,065.08 0.54 % 3.75 % 6.56 % 7.35 % 7.9 % 7.61 % -
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 1,948.46 2.37 % 36.1 % 36.32 % - - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 48.13 0.33 % 3.31 % 4.24 % - - - -
Sundaram Equity Savings Fund Regular Plan - Growth Hybrid: Equity Savings 157.58 2.44 % 6.38 % 9.1 % - - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 453.72 0.21 % 3.11 % - - - - -
Sundaram Banking and PSU Debt Fund Retail Plan - Growth Debt: Banking and PSU 1,132.28 0.36 % 2.53 % 4.87 % 6.03 % 6.58 % 6.87 % -
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 1,211.25 2.24 % 20.94 % - - - - -
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