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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 % | - | - |
