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| 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 | 1,555.79 | 2.21 % | 60.87 % | 7.58 % | 14.8 % | 43.23 % | 95.13 % | 25.64 % | 13.93 % | 18.41 % | 17.71 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 629.74 | 2.56 % | 50.35 % | 5.58 % | 13.85 % | 33.01 % | 84.32 % | 21.63 % | 13.8 % | 10.64 % | 10.79 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 1,843.44 | 2.32 % | 48.89 % | 5.88 % | 18.35 % | 42.27 % | 80.71 % | 29.13 % | - | - | 28.64 % |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 1,819.84 | 2.19 % | 48.53 % | 3.7 % | 16.79 % | 37.11 % | 71.34 % | 24.04 % | 18.83 % | 16.63 % | 13.09 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 7,007.29 | 1.91 % | 42.97 % | 3.94 % | 13.38 % | 30.76 % | 71.34 % | 19.33 % | 12.03 % | 18.02 % | 25.09 % |
| Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan - Growth | Index Fund | 36.62 | 0.94 % | 39.31 % | 4.55 % | 13.77 % | 28.05 % | 68.48 % | 19.28 % | - | - | 14.44 % |
| Sundaram Equity Fund Regular Plan - Growth | Equity: Multi Cap | 828.63 | 2.48 % | 42.23 % | 6.28 % | 13.99 % | 31.85 % | 63.34 % | - | - | - | 29.46 % |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 444.33 | 2.58 % | 24.47 % | 3.67 % | 7.98 % | 21.46 % | 61.0 % | 20.5 % | 14.52 % | 13.79 % | 14.61 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 2,236.88 | 2.13 % | 34.64 % | 3.33 % | 13.43 % | 27.14 % | 58.26 % | 18.07 % | 12.4 % | 14.5 % | 15.99 % |
| Sundaram Bluechip Fund Regular Plan - Growth | Equity: Large Cap | 1,284.25 | 2.2 % | 31.85 % | 2.65 % | 13.38 % | 26.29 % | 53.12 % | - | - | - | 52.85 % |
| Sundaram Select Focus Regular Plan - Growth | Equity: Focused | 1,407.72 | 2.24 % | 29.25 % | 2.26 % | 12.83 % | 24.21 % | 49.84 % | 19.89 % | 16.98 % | 13.47 % | 18.94 % |
| Sundaram Rural and Consumption Fund Regular Plan - Growth | Equity: Thematic-Consumption | 1,301.12 | 2.27 % | 25.88 % | 4.07 % | 10.26 % | 24.22 % | 49.77 % | 16.56 % | 11.76 % | 15.46 % | 12.44 % |
| Sundaram Equity Hybrid Fund Regular Plan - Growth | Hybrid: Aggressive | 1,957.29 | 2.21 % | 29.13 % | 2.8 % | 10.62 % | 24.11 % | 45.89 % | 17.93 % | 13.72 % | 11.94 % | 13.02 % |
| Sundaram Balanced Advantage Fund Regular Plan - Growth | Hybrid: Dynamic Asset Allocation | 1,163.15 | 2.31 % | 15.93 % | 1.39 % | 6.09 % | 13.16 % | 26.54 % | - | - | - | 27.6 % |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 88.91 | 2.26 % | 14.54 % | -0.76 % | -2.0 % | 3.5 % | 25.02 % | 14.92 % | 12.02 % | 8.79 % | 6.7 % |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 34 | 2.18 % | 14.63 % | 7.11 % | 9.35 % | 13.32 % | 19.29 % | 8.51 % | 6.43 % | 8.57 % | 7.71 % |
| Sundaram Equity Savings Fund Regular Plan - Growth | Hybrid: Equity Savings | 134.03 | 2.45 % | 9.62 % | 0.92 % | 4.41 % | 8.14 % | 15.49 % | - | - | - | 8.65 % |
| Sundaram Short Term Debt Fund Regular Plan - Growth | Debt: Short Duration | 380.03 | 1.01 % | 12.21 % | 9.73 % | 10.57 % | 11.54 % | 13.36 % | 5.91 % | 5.75 % | 7.64 % | 6.95 % |
| Sundaram Low Duration Fund Regular Plan - Growth | Debt: Low Duration | 531.07 | 1.02 % | 11.07 % | 8.63 % | 9.31 % | 10.23 % | 11.96 % | 5.4 % | 5.81 % | 7.48 % | 7.53 % |
| Sundaram Low Duration Fund Retail Plan - Growth | Debt: Low Duration | 531.07 | 0.77 % | 11.07 % | 8.63 % | 9.31 % | 10.23 % | 11.96 % | 5.4 % | 5.78 % | 6.84 % | 6.81 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 1,147.74 | 0.54 % | 2.99 % | 0.01 % | 1.03 % | 2.43 % | 4.43 % | 9.52 % | 7.26 % | 8.13 % | 7.19 % |
| Sundaram Arbitrage Fund Regular Plan - Growth | Hybrid: Arbitrage | 89.52 | 1.03 % | 2.74 % | -0.23 % | 0.53 % | 1.64 % | 3.57 % | - | - | - | 3.56 % |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 71.57 | 0.33 % | 2.67 % | 0.24 % | 0.85 % | 1.72 % | 3.41 % | 5.82 % | - | - | 5.85 % |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 882.65 | 0.36 % | 2.32 % | 0.03 % | 0.64 % | 1.5 % | 3.24 % | 7.58 % | 6.68 % | 7.22 % | 6.98 % |
| Sundaram Money Fund Regular Plan - Growth | Debt: Liquid | 2,297.83 | 0.26 % | 2.55 % | 0.26 % | 0.83 % | 1.64 % | 3.24 % | 5.0 % | 5.75 % | 7.32 % | 7.24 % |
| Sundaram Money Fund Retail Plan - Growth | Debt: Liquid | 2,297.83 | 0.22 % | 2.55 % | 0.26 % | 0.83 % | 1.64 % | 3.24 % | 5.0 % | 5.75 % | 7.09 % | 6.75 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 882.65 | 0.4 % | 2.32 % | 0.03 % | 0.64 % | 1.5 % | 3.24 % | 7.58 % | 6.73 % | 7.83 % | 7.64 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 395.43 | 0.21 % | 2.34 % | 0.25 % | 0.74 % | 1.5 % | 2.95 % | - | - | - | 4.12 % |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 67.86 | 2.15 % | 1.63 % | 0.07 % | 1.2 % | 1.88 % | 2.66 % | 6.12 % | 5.48 % | 7.28 % | 7.73 % |
| Sundaram Ultra Short Term Fund Regular Plan - Growth | Debt: Ultra Short Duration | 937.2 | 1.51 % | 1.83 % | 0.13 % | 0.58 % | 1.23 % | 2.41 % | - | - | - | 4.12 % |
| 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 | 1,555.79 | 60.87 % | 26.16 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % | -5.02 % | 44.77 % |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 629.74 | 50.35 % | 10.39 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % | -15.83 % | 19.27 % |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 21-09-2018 | 1,843.44 | 48.89 % | 15.41 % | 21.72 % | - | - | - | - | - | - | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 10-02-2007 | 1,819.84 | 48.53 % | 8.42 % | 10.31 % | 0.42 % | 36.11 % | 7.56 % | 3.46 % | 48.88 % | -3.0 % | 33.13 % |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 01-07-2002 | 7,007.29 | 42.97 % | 11.79 % | -0.3 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % | 4.64 % | 38.02 % |
| Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan - Growth | Index Fund | 01-01-2017 | 36.62 | 39.31 % | 14.15 % | 2.02 % | -8.01 % | - | - | - | - | - | - |
| Sundaram Equity Fund Regular Plan - Growth | Equity: Multi Cap | 01-09-2019 | 828.63 | 42.23 % | 11.61 % | - | - | - | - | - | - | - | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 444.33 | 24.47 % | 2.7 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % | -12.37 % | 47.08 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 10-05-2005 | 2,236.88 | 34.64 % | 9.85 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % | 1.39 % | 34.47 % |
| Sundaram Bluechip Fund Regular Plan - Growth | Equity: Large Cap | 01-10-2020 | 1,284.25 | 31.85 % | - | - | - | - | - | - | - | - | - |
| Sundaram Select Focus Regular Plan - Growth | Equity: Focused | 10-07-2002 | 1,407.72 | 29.25 % | 11.92 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % | 34.34 % | 3.64 % | 21.64 % |
| Sundaram Rural and Consumption Fund Regular Plan - Growth | Equity: Thematic-Consumption | 12-05-2006 | 1,301.12 | 25.88 % | 13.48 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % | -0.64 % | 34.06 % |
| Sundaram Equity Hybrid Fund Regular Plan - Growth | Hybrid: Aggressive | 23-06-2000 | 1,957.29 | 29.13 % | 10.35 % | 11.36 % | 2.83 % | 20.94 % | 11.14 % | -2.89 % | 23.67 % | 4.97 % | 21.7 % |
| Sundaram Balanced Advantage Fund Regular Plan - Growth | Hybrid: Dynamic Asset Allocation | 01-03-2020 | 1,163.15 | 15.93 % | - | - | - | - | - | - | - | - | - |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 24-08-2007 | 88.91 | 14.54 % | 21.39 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % | 9.11 % | 18.91 % |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 01-03-2010 | 34 | 14.63 % | 7.34 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % | 0.04 % | 16.96 % |
| Sundaram Equity Savings Fund Regular Plan - Growth | Hybrid: Equity Savings | 30-11-2018 | 134.03 | 9.62 % | 7.38 % | 7.23 % | - | - | - | - | - | - | - |
| Sundaram Short Term Debt Fund Regular Plan - Growth | Debt: Short Duration | 05-09-2002 | 380.03 | 12.21 % | 9.19 % | -5.12 % | 6.23 % | 5.63 % | 9.22 % | 7.34 % | 10.24 % | 9.86 % | 10.93 % |
| Sundaram Low Duration Fund Regular Plan - Growth | Debt: Low Duration | 10-04-2007 | 531.07 | 11.07 % | 6.15 % | -2.58 % | 7.04 % | 6.55 % | 8.0 % | 8.14 % | 9.03 % | 9.88 % | 10.05 % |
| Sundaram Low Duration Fund Retail Plan - Growth | Debt: Low Duration | 15-04-2007 | 531.07 | 11.07 % | 6.15 % | -2.58 % | 7.04 % | 6.55 % | 7.06 % | 7.15 % | 8.07 % | 8.46 % | 8.26 % |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 30-12-2004 | 1,147.74 | 2.99 % | 10.98 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % | -0.25 % | 8.68 % |
| Sundaram Arbitrage Fund Regular Plan - Growth | Hybrid: Arbitrage | 04-02-2020 | 89.52 | 2.74 % | - | - | - | - | - | - | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 01-09-2018 | 71.57 | 2.67 % | 5.19 % | 7.78 % | - | - | - | - | - | - | - |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 882.65 | 2.32 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % | 7.83 % | 8.85 % |
| Sundaram Money Fund Regular Plan - Growth | Debt: Liquid | 12-12-2005 | 2,297.83 | 2.55 % | 4.17 % | 6.61 % | 7.39 % | 6.62 % | 7.6 % | 8.32 % | 9.09 % | 9.27 % | 9.68 % |
| Sundaram Money Fund Retail Plan - Growth | Debt: Liquid | 06-03-2000 | 2,297.83 | 2.55 % | 4.17 % | 6.61 % | 7.39 % | 6.62 % | 7.6 % | 8.32 % | 9.09 % | 9.27 % | 7.77 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 30-12-2004 | 882.65 | 2.32 % | 7.64 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % | 8.51 % | 9.93 % |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 05-03-2019 | 395.43 | 2.34 % | 3.32 % | - | - | - | - | - | - | - | - |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 18-12-1997 | 67.86 | 1.63 % | 6.33 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % | 4.03 % | 10.74 % |
| Sundaram Ultra Short Term Fund Regular Plan - Growth | Debt: Ultra Short Duration | 01-07-2019 | 937.2 | 1.83 % | 4.47 % | - | - | - | - | - | - | - | - |
| 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 Plan - Growth | Hybrid: Aggressive | 1,957.29 | 2.21 % | 43.02 % | 26.0 % | 18.1 % | 13.88 % | 11.79 % | 12.89 % |
| Sundaram Diversified Equity (ELSS) Regular Plan - Growth | Equity: ELSS | 2,236.88 | 2.13 % | 51.96 % | 29.75 % | 17.7 % | 15.07 % | 13.37 % | - |
| Sundaram Global Brand Fund Regular Plan - Growth | Fund of Funds-Overseas | 88.91 | 2.26 % | 15.73 % | 20.69 % | 14.95 % | 9.81 % | - | - |
| Sundaram Large and Midcap Fund Regular Plan - Growth | Equity: Large and Mid Cap | 1,819.84 | 2.19 % | 64.76 % | 34.16 % | 22.38 % | 18.31 % | - | - |
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | Equity: Sectoral-Banking and Financial Services | 444.33 | 2.58 % | 37.41 % | 27.37 % | 18.25 % | 15.57 % | - | - |
| Sundaram Infrastructure Advantage Fund Regular Plan - Growth | Equity: Sectoral-Infrastructure | 629.74 | 2.56 % | 69.95 % | 36.44 % | 20.41 % | 15.18 % | 10.7 % | - |
| Sundaram Rural and Consumption Fund Regular Plan - Growth | Equity: Thematic-Consumption | 1,301.12 | 2.27 % | 43.36 % | 25.45 % | 15.76 % | 16.24 % | 14.29 % | - |
| Sundaram Small Cap Fund Regular Plan - Growth | Equity: Small Cap | 1,555.79 | 2.21 % | 92.61 % | 47.92 % | 24.43 % | 19.96 % | 17.2 % | - |
| Sundaram Select Focus Regular Plan - Growth | Equity: Focused | 1,407.72 | 2.24 % | 44.59 % | 28.44 % | 20.05 % | 15.46 % | 12.68 % | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | Equity: Mid Cap | 7,007.29 | 1.91 % | 62.1 % | 33.82 % | 18.82 % | 18.19 % | 17.14 % | - |
| Sundaram Smart Nifty 100 Equal Weight Fund Regular Plan - Growth | Index Fund | 36.62 | 0.94 % | 56.4 % | 33.4 % | - | - | - | - |
| Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth | Hybrid: Conservative | 34 | 2.18 % | 25.11 % | 13.03 % | 8.73 % | 8.52 % | - | - |
| Sundaram Medium Term Bond Fund Regular Plan - Growth | Debt: Medium Duration | 67.86 | 2.15 % | 3.21 % | 4.78 % | 5.27 % | 6.45 % | 6.69 % | 6.46 % |
| Sundaram Banking and PSU Debt Fund Regular Plan - Growth | Debt: Banking and PSU | 882.65 | 0.4 % | 2.99 % | 5.74 % | 6.48 % | 7.21 % | 7.6 % | - |
| Sundaram Corporate Bond Fund Regular Plan- Growth | Debt: Corporate Bond | 1,147.74 | 0.54 % | 4.41 % | 7.67 % | 7.8 % | 8.17 % | 7.75 % | - |
| Sundaram Short Term Debt Fund Regular Plan - Growth | Debt: Short Duration | 380.03 | 1.01 % | 23.78 % | 10.38 % | 7.26 % | 7.0 % | 7.29 % | - |
| Sundaram Low Duration Fund Regular Plan - Growth | Debt: Low Duration | 531.07 | 1.02 % | 21.06 % | 8.88 % | 6.7 % | 6.8 % | - | - |
| Sundaram Low Duration Fund Retail Plan - Growth | Debt: Low Duration | 531.07 | 0.77 % | 21.05 % | 8.88 % | 6.7 % | 6.48 % | - | - |
| Sundaram Money Fund Retail Plan - Growth | Debt: Liquid | 2,297.83 | 0.22 % | 3.28 % | 4.03 % | 5.0 % | 6.33 % | 6.66 % | 6.65 % |
| Sundaram Money Fund Regular Plan - Growth | Debt: Liquid | 2,297.83 | 0.26 % | 3.28 % | 4.03 % | 5.0 % | 6.36 % | 6.94 % | - |
| Sundaram Services Fund Regular Plan - Growth | Equity: Thematic-Others | 1,843.44 | 2.32 % | 81.29 % | 43.4 % | - | - | - | - |
| Sundaram Money Market Fund Regular Plan - Growth | Debt: Money Market | 71.57 | 0.33 % | 3.44 % | 4.66 % | - | - | - | - |
| Sundaram Equity Savings Fund Regular Plan - Growth | Hybrid: Equity Savings | 134.03 | 2.45 % | 14.69 % | - | - | - | - | - |
| Sundaram Overnight Fund Regular Plan - Growth | Debt: Overnight | 395.43 | 0.21 % | 3.0 % | - | - | - | - | - |
| Sundaram Banking and PSU Debt Fund Retail Plan - Growth | Debt: Banking and PSU | 882.65 | 0.36 % | 2.99 % | 5.74 % | 6.48 % | 6.83 % | 7.03 % | - |
| Sundaram Ultra Short Term Fund Regular Plan - Growth | Debt: Ultra Short Duration | 937.2 | 1.51 % | 2.38 % | - | - | - | - | - |
| Sundaram Equity Fund Regular Plan - Growth | Equity: Multi Cap | 828.63 | 2.48 % | 62.14 % | - | - | - | - | - |
| Sundaram Arbitrage Fund Regular Plan - Growth | Hybrid: Arbitrage | 89.52 | 1.03 % | 3.39 % | - | - | - | - | - |
| Sundaram Balanced Advantage Fund Regular Plan - Growth | Hybrid: Dynamic Asset Allocation | 1,163.15 | 2.31 % | 23.41 % | - | - | - | - | - |
| Sundaram Bluechip Fund Regular Plan - Growth | Equity: Large Cap | 1,284.25 | 2.2 % | 49.04 % | - | - | - | - | - |
