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Fund Categories

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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 192.9 2.73 % 14.53 % 8.7 % -0.18 % 5.79 % 24.96 % 11.59 % 12.09 % 10.35 % 13.88 %
Sundaram Services Fund Regular Plan Growth Equity: Thematic-Others 1,215.51 2.31 % 13.36 % 8.88 % 5.32 % 5.31 % 16.65 % - - - 15.84 %
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 794.43 2.6 % 6.97 % 10.55 % 4.72 % 2.27 % 15.01 % 12.44 % 12.86 % 10.3 % 10.76 %
Sundaram Select Focus-Growth Equity: Focused 1,005.94 2.38 % 9.48 % 6.79 % 0.71 % 1.62 % 13.38 % 13.03 % 9.59 % 8.12 % 18.44 %
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 718.08 0.51 % 9.48 % 0.77 % 2.59 % 6.31 % 12.82 % 6.99 % 8.81 % 7.43 % 7.11 %
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 1,073.32 0.36 % 8.37 % 0.73 % 2.5 % 5.23 % 11.02 % 7.35 % 7.77 % 8.03 % 7.89 %
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 1,073.32 0.36 % 8.37 % 0.73 % 2.5 % 5.23 % 11.02 % 7.28 % 7.17 % 7.3 % 7.14 %
Sundaram Equity Hybrid Fund Regular Growth Hybrid: Aggressive 1,764.13 2.32 % 6.86 % 5.6 % 1.37 % 2.0 % 10.53 % 8.66 % 9.12 % 7.66 % 12.14 %
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 82.32 2.0 % 6.7 % 0.33 % 1.01 % 4.46 % 8.92 % 6.08 % 7.58 % 7.36 % 8.01 %
Sundaram Rural and Consumption Regular Growth Equity: Thematic-Consumption 2,121.22 2.16 % 0.05 % 7.31 % 2.85 % -2.33 % 8.62 % 5.88 % 13.17 % 12.25 % 11.2 %
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 224.86 0.31 % 6.57 % 0.7 % 1.89 % 4.14 % 8.38 % - - - 8.38 %
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 2,569.1 2.11 % 2.72 % 6.96 % -0.2 % -3.04 % 7.71 % 5.33 % 9.45 % 8.9 % 14.96 %
Sundaram Money Fund- Retail Appreciation Debt: Liquid 5,855.43 0.21 % 5.48 % 0.47 % 1.49 % 3.25 % 7.12 % 6.97 % 7.45 % 7.38 % 7.04 %
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Equity: Sectoral-Infrastructure 547.66 2.67 % -0.77 % 3.66 % -5.71 % -7.53 % 5.32 % 3.66 % 7.17 % 2.54 % 8.2 %
Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth Index Fund 20.82 1.05 % -1.38 % 7.14 % -1.03 % -5.66 % 4.12 % - - - 5.31 %
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 5,723.11 1.97 % -5.22 % 4.49 % -2.18 % -6.7 % 1.38 % 1.62 % 10.33 % 13.29 % 24.55 %
Sundaram Debt Oriented Hybrid Fund- GROWTH Hybrid: Conservative 46.62 2.19 % -1.74 % 2.46 % -0.23 % -4.16 % 0.96 % 2.57 % 6.64 % - 6.75 %
Sundaram Overnight Fund Regular Plan Growth Debt: Overnight 188.78 0.21 % - 0.41 % 1.34 % 3.25 % - - - - 3.84 %
Sundaram Ultra Short Term Fund Regular Plan Growth Debt: Ultra Short Duration 258.75 1.42 % - 0.55 % 1.62 % - - - - - 2.16 %
Sundaram Equity Savings Fund Regular Growth Hybrid: Equity Savings 141.95 2.49 % 5.14 % 2.55 % 0.51 % 2.09 % - - - - 5.44 %
Sundaram Equity Fund Regular Plan Growth Option Equity: Multi Cap 394.42 0.0 % - 4.31 % - - - - - - 4.5 %
Sundaram Low Duration Fund Retail Growth Debt: Low Duration 502.97 0.75 % -3.77 % 0.61 % -2.45 % -5.94 % -2.0 % 3.52 % 5.03 % 6.14 % 6.42 %
Sundaram Low Duration Fund Regular Growth Debt: Low Duration 502.97 0.75 % -3.77 % 0.61 % -2.45 % -5.94 % -2.01 % 3.56 % 5.45 % 7.03 % 7.25 %
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 193.12 0.92 % -6.41 % 0.69 % -3.42 % -8.52 % -4.51 % 2.12 % 4.77 % 6.81 % 6.44 %
Sundaram Short Term Credit Risk Fund-Appreciation Debt: Credit Risk 177.68 1.26 % -7.15 % 0.57 % -4.1 % -9.27 % -5.52 % 2.3 % 5.03 % 5.52 % 5.39 %
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 1,046.17 2.4 % -11.0 % -0.45 % -7.0 % -14.76 % -7.7 % -3.98 % 4.69 % 8.81 % 14.26 %
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 192.9 14.53 % -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 1,215.51 13.36 % - - - - - - - - -
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 27-02-2007 794.43 6.97 % 0.42 % 36.11 % 7.56 % 3.46 % 48.88 % -3.0 % 33.13 % -23.26 % 11.26 %
Sundaram Select Focus-Growth Equity: Focused 30-07-2002 1,005.94 9.48 % 1.16 % 35.87 % 0.63 % -2.49 % 34.34 % 3.64 % 21.64 % -23.67 % 12.53 %
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 30-12-2004 718.08 9.48 % 4.8 % 5.44 % 11.71 % 8.66 % 14.92 % -0.25 % 8.68 % 5.73 % 4.31 %
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 30-12-2004 1,073.32 8.37 % 6.06 % 6.23 % 7.88 % 8.47 % 9.35 % 8.51 % 9.93 % 9.33 % 4.91 %
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 30-12-2004 1,073.32 8.37 % 6.06 % 6.23 % 6.56 % 7.07 % 7.83 % 7.83 % 8.85 % 8.45 % 4.47 %
Sundaram Equity Hybrid Fund Regular Growth Hybrid: Aggressive 23-06-2000 1,764.13 6.86 % 2.83 % 20.94 % 11.14 % -2.89 % 23.67 % 4.97 % 21.7 % -20.41 % 13.01 %
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 18-12-1997 82.32 6.7 % 4.74 % 5.7 % 11.14 % 5.1 % 13.1 % 4.03 % 10.74 % 6.66 % 4.16 %
Sundaram Rural and Consumption Regular Growth Equity: Thematic-Consumption 12-05-2006 2,121.22 0.05 % -7.82 % 38.69 % 21.12 % 6.31 % 47.37 % -0.64 % 34.06 % -23.05 % 20.79 %
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 26-09-2018 224.86 6.57 % - - - - - - - - -
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 02-05-2005 2,569.1 2.72 % -10.61 % 38.44 % 6.84 % 3.12 % 45.72 % 1.39 % 34.47 % -25.35 % 13.06 %
Sundaram Money Fund- Retail Appreciation Debt: Liquid 06-03-2000 5,855.43 5.48 % 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 547.66 -0.77 % -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 20.82 -1.38 % -8.01 % - - - - - - - -
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 30-07-2002 5,723.11 -5.22 % -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 46.62 -1.74 % -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 188.78 - - - - - - - - - -
Sundaram Ultra Short Term Fund Regular Plan Growth Debt: Ultra Short Duration 24-06-2019 258.75 - - - - - - - - - -
Sundaram Equity Savings Fund Regular Growth Hybrid: Equity Savings 30-11-2018 141.95 5.14 % - - - - - - - - -
Sundaram Equity Fund Regular Plan Growth Option Equity: Multi Cap 06-09-2019 394.42 - - - - - - - - - -
Sundaram Low Duration Fund Retail Growth Debt: Low Duration 19-04-2007 502.97 -3.77 % 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 502.97 -3.77 % 7.04 % 6.55 % 8.0 % 8.14 % 9.03 % 9.88 % 10.05 % 9.45 % 5.72 %
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 05-09-2002 193.12 -6.41 % 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 177.68 -7.15 % 6.97 % 6.57 % 6.91 % 9.34 % 10.42 % 8.95 % 7.81 % 4.3 % 2.14 %
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 05-02-2005 1,046.17 -11.0 % -29.17 % 55.58 % -0.13 % 7.79 % 108.74 % -5.02 % 44.77 % -32.72 % 10.19 %
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 1,764.13 2.32 % 9.99 % 7.85 % 8.96 % 9.02 % 1.51 % -
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 2,569.1 2.11 % 5.11 % 1.84 % 5.98 % 10.27 % - -
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 794.43 2.6 % 15.26 % 9.56 % 11.39 % 12.88 % - -
Sundaram Financial Services Opportunities Fund Inst Growth Equity: Sectoral-Banking and Financial Services 192.9 2.73 % 20.36 % 11.0 % 12.37 % 10.47 % - -
Sundaram Financial Services Opportunities Fund Reg Growth Equity: Sectoral-Banking and Financial Services 192.9 2.73 % 19.61 % 10.11 % 11.5 % 11.94 % - -
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Equity: Sectoral-Infrastructure 547.66 2.67 % -2.22 % -2.24 % 2.85 % 5.93 % - -
Sundaram Rural and Consumption Regular Growth Equity: Thematic-Consumption 2,121.22 2.16 % 6.76 % 2.58 % 8.68 % 13.01 % - -
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 1,046.17 2.4 % -14.85 % -12.43 % -3.77 % 9.12 % - -
Sundaram Small Cap Fund -iNST Growth Equity: Small Cap 1,046.17 2.4 % -14.01 % -11.65 % -3.03 % 9.83 % - -
Sundaram Select Focus-Growth Equity: Focused 1,005.94 2.38 % 12.06 % 9.96 % 10.33 % 10.32 % 2.38 % -
Sundaram Select Focus-Inst Growth Equity: Focused 1,005.94 2.38 % 12.87 % 11.21 % 11.37 % 11.11 % - -
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 5,723.11 1.97 % -2.43 % -3.55 % 3.31 % 12.94 % 4.45 % -
Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth Index Fund 20.82 1.05 % 2.13 % - - - - -
Sundaram Short Term Credit Risk Fund-Appreciation Debt: Credit Risk 177.68 1.26 % -10.98 % -1.03 % 2.07 % 5.14 % 2.08 % -
Sundaram Debt Oriented Hybrid Fund- GROWTH Hybrid: Conservative 46.62 2.19 % -1.83 % 0.63 % 3.55 % - - -
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 82.32 2.0 % 8.49 % 6.58 % 6.9 % 7.46 % 3.88 % -
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 1,073.32 0.36 % 10.76 % 8.17 % 7.76 % 8.11 % - -
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 718.08 0.51 % 12.49 % 8.32 % 8.18 % 8.11 % - -
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 193.12 0.92 % -9.65 % -0.91 % 2.17 % 5.68 % 2.82 % -
Sundaram Low Duration Fund Inst Growth Debt: Low Duration 502.97 0.75 % -5.22 % 1.48 % 3.51 % 5.87 % - -
Sundaram Low Duration Fund Regular Growth Debt: Low Duration 502.97 0.75 % -6.22 % 1.16 % 3.52 % 6.16 % - -
Sundaram Low Duration Fund Retail Growth Debt: Low Duration 502.97 0.75 % -6.22 % 1.16 % 3.34 % 5.5 % - -
Sundaram Money Fund- Retail Appreciation Debt: Liquid 5,855.43 0.21 % 6.74 % 7.06 % 7.15 % 7.64 % 7.37 % -
Sundaram Money Fund - Unclaimed Amount Plan - Unclaimed Redemption Less Than 3 Years Debt: Liquid 5,855.43 0.21 % 6.52 % 6.88 % - - - -
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 1,215.51 2.31 % 20.12 % - - - - -
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 224.86 0.31 % 8.37 % - - - - -
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 1,073.32 0.36 % 10.76 % 8.17 % 7.49 % 7.45 % - -
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