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 Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 203.93 | 2.82 % | 23.01 % | 1.91 % | 14.9 % | 7.14 % | 25.8 % | 15.37 % | 10.78 % | 11.44 % | 14.4 % |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 1,249.97 | 2.31 % | 18.32 % | 0.72 % | 13.3 % | 7.46 % | 20.12 % | - | - | - | 17.93 % |
| Sundaram Select Focus-Growth | Equity: Focused | 1,045.86 | 2.39 % | 13.59 % | 0.8 % | 8.91 % | 3.29 % | 15.53 % | 15.91 % | 8.95 % | 8.65 % | 18.52 % |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 871.43 | 2.44 % | 8.79 % | -0.69 % | 11.0 % | 3.41 % | 13.02 % | 14.15 % | 11.08 % | 10.56 % | 10.78 % |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 21.58 | 0.97 % | 15.45 % | 0.85 % | 4.88 % | 10.28 % | 12.82 % | 8.07 % | 4.21 % | 5.29 % | 4.74 % |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 1,823.76 | 2.17 % | 10.01 % | 0.19 % | 7.52 % | 3.56 % | 11.88 % | 10.68 % | 8.24 % | 7.9 % | 12.22 % |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 807.43 | 0.51 % | 11.01 % | 0.44 % | 2.11 % | 5.76 % | 11.69 % | 7.05 % | 8.27 % | 7.49 % | 7.13 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,122.65 | 0.36 % | 9.66 % | 0.4 % | 1.87 % | 4.97 % | 10.35 % | 7.43 % | 7.19 % | 7.32 % | 7.15 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,122.65 | 0.36 % | 9.66 % | 0.4 % | 1.87 % | 4.97 % | 10.35 % | 7.44 % | 7.75 % | 8.06 % | 7.89 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 82.73 | 2.17 % | 7.57 % | 0.29 % | 0.97 % | 3.75 % | 8.18 % | 5.9 % | 6.88 % | 7.29 % | 8.0 % |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 248.81 | 0.33 % | 7.49 % | 0.5 % | 1.67 % | 3.85 % | 8.05 % | - | - | - | 8.11 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 2,631.76 | 2.09 % | 4.26 % | -1.33 % | 7.81 % | -2.87 % | 7.61 % | 8.21 % | 7.71 % | 9.2 % | 14.92 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 2,155.31 | 2.16 % | 2.0 % | -0.37 % | 8.53 % | 0.62 % | 6.84 % | 8.95 % | 11.36 % | 11.88 % | 11.23 % |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 6,142.18 | 0.22 % | 6.28 % | 0.44 % | 1.35 % | 2.97 % | 6.76 % | 6.91 % | 7.35 % | 7.41 % | 7.02 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 556.41 | 2.61 % | 0.74 % | -2.58 % | 5.81 % | -8.31 % | 5.47 % | 6.6 % | 5.34 % | 2.81 % | 8.23 % |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 21.84 | 1.0 % | -0.2 % | -1.42 % | 7.32 % | -1.42 % | 4.29 % | - | - | - | 5.47 % |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 5,882.64 | 2.01 % | -2.81 % | -0.52 % | 6.73 % | -4.25 % | 2.67 % | 4.54 % | 8.02 % | 13.06 % | 24.51 % |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 46.82 | 2.15 % | 0.41 % | 0.7 % | 4.32 % | 2.51 % | 2.14 % | 3.51 % | 6.06 % | - | 6.89 % |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 450.82 | 2.44 % | - | -0.36 % | - | - | - | - | - | - | 6.17 % |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 964.61 | 0.21 % | - | 0.4 % | 1.23 % | 2.64 % | - | - | - | - | 4.57 % |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 317.09 | 1.42 % | - | 0.42 % | 1.37 % | - | - | - | - | - | 2.9 % |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 145.9 | 2.34 % | 6.67 % | 0.11 % | 3.54 % | 2.49 % | - | - | - | - | 6.98 % |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 496.27 | 0.77 % | -2.86 % | 0.47 % | 1.6 % | -0.57 % | -2.29 % | 3.58 % | 4.99 % | 6.18 % | 6.42 % |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 496.27 | 0.77 % | -2.86 % | 0.47 % | 1.6 % | -0.57 % | -2.29 % | 3.58 % | 5.38 % | 7.06 % | 7.25 % |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 1,088.25 | 2.44 % | -8.05 % | -4.32 % | 4.67 % | -11.4 % | -3.17 % | -0.1 % | 2.79 % | 8.98 % | 14.36 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 197.84 | 0.93 % | -5.46 % | 0.43 % | 1.57 % | -1.02 % | -4.94 % | 2.05 % | 4.52 % | 6.9 % | 6.44 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 171.69 | 1.43 % | -6.35 % | 0.49 % | 1.56 % | -2.42 % | -5.87 % | 2.29 % | 4.58 % | 5.6 % | 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 Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 203.93 | 23.01 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % | -12.37 % | 47.08 % | -32.94 % | 35.51 % |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 12-09-2018 | 1,249.97 | 18.32 % | - | - | - | - | - | - | - | - | - |
| Sundaram Select Focus-Growth | Equity: Focused | 30-07-2002 | 1,045.86 | 13.59 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % | 34.34 % | 3.64 % | 21.64 % | -23.67 % | 12.53 % |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 27-02-2007 | 871.43 | 8.79 % | 0.42 % | 36.11 % | 7.56 % | 3.46 % | 48.88 % | -3.0 % | 33.13 % | -23.26 % | 11.26 % |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 24-08-2007 | 21.58 | 15.45 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % | 9.11 % | 18.91 % | -1.95 % | 10.78 % |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 23-06-2000 | 1,823.76 | 10.01 % | 2.83 % | 20.94 % | 11.14 % | -2.89 % | 23.67 % | 4.97 % | 21.7 % | -20.41 % | 13.01 % |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 30-12-2004 | 807.43 | 11.01 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % | -0.25 % | 8.68 % | 5.73 % | 4.31 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 30-12-2004 | 1,122.65 | 9.66 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % | 7.83 % | 8.85 % | 8.45 % | 4.47 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 30-12-2004 | 1,122.65 | 9.66 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % | 8.51 % | 9.93 % | 9.33 % | 4.91 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 18-12-1997 | 82.73 | 7.57 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % | 4.03 % | 10.74 % | 6.66 % | 4.16 % |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 26-09-2018 | 248.81 | 7.49 % | - | - | - | - | - | - | - | - | - |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 02-05-2005 | 2,631.76 | 4.26 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % | 1.39 % | 34.47 % | -25.35 % | 13.06 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 12-05-2006 | 2,155.31 | 2.0 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % | -0.64 % | 34.06 % | -23.05 % | 20.79 % |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 06-03-2000 | 6,142.18 | 6.28 % | 7.39 % | 6.62 % | 7.6 % | 8.32 % | 9.09 % | 9.27 % | 7.77 % | 7.22 % | 4.41 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 556.41 | 0.74 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % | -15.83 % | 19.27 % | -39.71 % | 5.12 % |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 09-01-2017 | 21.84 | -0.2 % | -8.01 % | - | - | - | - | - | - | - | - |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 30-07-2002 | 5,882.64 | -2.81 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % | 4.64 % | 38.02 % | -23.67 % | 20.76 % |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 01-03-2010 | 46.82 | 0.41 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % | 0.04 % | 16.96 % | -3.48 % | - |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 06-09-2019 | 450.82 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 20-03-2019 | 964.61 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 05-06-2019 | 317.09 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 30-11-2018 | 145.9 | 6.67 % | - | - | - | - | - | - | - | - | - |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 19-04-2007 | 496.27 | -2.86 % | 7.04 % | 6.55 % | 7.06 % | 7.15 % | 8.07 % | 8.46 % | 8.26 % | 7.69 % | 4.65 % |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 23-04-2007 | 496.27 | -2.86 % | 7.04 % | 6.55 % | 8.0 % | 8.14 % | 9.03 % | 9.88 % | 10.05 % | 9.45 % | 5.72 % |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 05-02-2005 | 1,088.25 | -8.05 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % | -5.02 % | 44.77 % | -32.72 % | 10.19 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 05-09-2002 | 197.84 | -5.46 % | 6.23 % | 5.63 % | 9.22 % | 7.34 % | 10.24 % | 9.86 % | 10.93 % | 12.67 % | 3.35 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 19-07-2002 | 171.69 | -6.35 % | 6.97 % | 6.57 % | 6.91 % | 9.34 % | 10.42 % | 8.95 % | 7.81 % | 4.3 % | 2.14 % |
| 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 | 1,823.76 | 2.17 % | 12.85 % | 8.9 % | 9.72 % | 9.34 % | 9.59 % | - |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 2,631.76 | 2.09 % | 5.62 % | 2.01 % | 6.1 % | 10.28 % | - | - |
| Sundaram Global Brand Fund Growth | Equity: Thematic-International | 21.58 | 0.97 % | 13.98 % | 6.18 % | 6.9 % | 5.18 % | - | - |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 871.43 | 2.44 % | 15.04 % | 9.4 % | 11.51 % | 12.92 % | - | - |
| Sundaram Financial Services Opportunities Fund Inst Growth | Equity: Sectoral-Banking and Financial Services | 203.93 | 2.82 % | 29.78 % | 14.89 % | 14.81 % | 12.08 % | - | - |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 203.93 | 2.82 % | 28.96 % | 14.01 % | 13.93 % | 13.03 % | - | - |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 556.41 | 2.61 % | -0.84 % | -2.03 % | 3.06 % | 6.11 % | - | - |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 2,155.31 | 2.16 % | 8.69 % | 2.95 % | 8.81 % | 13.04 % | - | - |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 1,088.25 | 2.44 % | -7.52 % | -10.35 % | -2.76 % | 9.42 % | - | - |
| Sundaram Small Cap Fund -iNST Growth | Equity: Small Cap | 1,088.25 | 2.44 % | -6.64 % | -9.57 % | -2.01 % | 10.14 % | - | - |
| Sundaram Select Focus-Growth | Equity: Focused | 1,045.86 | 2.39 % | 15.79 % | 11.11 % | 11.43 % | 10.81 % | 10.96 % | - |
| Sundaram Select Focus-Inst Growth | Equity: Focused | 1,045.86 | 2.39 % | 16.62 % | 12.32 % | 12.47 % | 11.61 % | - | - |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 5,882.64 | 2.01 % | 2.06 % | -2.38 % | 3.74 % | 13.0 % | 15.01 % | - |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 21.84 | 1.0 % | 3.9 % | 0.53 % | - | - | - | - |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 171.69 | 1.43 % | -8.02 % | -0.72 % | 2.11 % | 5.15 % | 5.24 % | - |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 46.82 | 2.15 % | 2.2 % | 1.79 % | 4.07 % | - | - | - |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 82.73 | 2.17 % | 7.59 % | 6.59 % | 6.83 % | 7.42 % | 7.09 % | 6.89 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,122.65 | 0.36 % | 9.95 % | 8.27 % | 7.79 % | 8.12 % | 8.09 % | - |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 807.43 | 0.51 % | 11.71 % | 8.64 % | 8.27 % | 8.17 % | 7.63 % | - |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 197.84 | 0.93 % | -6.58 % | -0.46 % | 2.29 % | 5.67 % | 6.26 % | - |
| Sundaram Low Duration Fund Inst Growth | Debt: Low Duration | 496.27 | 0.77 % | -3.17 % | 1.76 % | 3.59 % | 5.87 % | - | - |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 496.27 | 0.77 % | -3.99 % | 1.42 % | 3.57 % | 6.14 % | - | - |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 496.27 | 0.77 % | -3.99 % | 1.42 % | 3.41 % | 5.51 % | - | - |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 6,142.18 | 0.22 % | 6.27 % | 6.9 % | 7.04 % | 7.59 % | 7.34 % | - |
| Sundaram Money Fund - Unclaimed Amount Plan - Unclaimed Redemption Less Than 3 Years | Debt: Liquid | 6,142.18 | 0.22 % | 6.02 % | 6.71 % | - | - | - | - |
| 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 | 1,249.97 | 2.31 % | 24.34 % | - | - | - | - | - |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 248.81 | 0.33 % | 7.73 % | - | - | - | - | - |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 145.9 | 2.34 % | 7.65 % | - | - | - | - | - |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,122.65 | 0.36 % | 9.95 % | 8.27 % | 7.56 % | 7.48 % | 7.37 % | - |
