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 Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 1,096.76 | 0.51 % | 7.58 % | 2.24 % | 5.49 % | 7.27 % | 13.09 % | 8.44 % | 9.08 % | 8.02 % | 7.38 % |
| Sundaram Global Brand Fund Growth | Fund of Funds-Overseas | 38.55 | 2.38 % | 4.54 % | -0.59 % | 22.94 % | 2.68 % | 12.5 % | 7.78 % | 6.24 % | 6.62 % | 5.03 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,583.42 | 0.36 % | 5.22 % | 1.12 % | 3.39 % | 4.94 % | 10.11 % | 7.83 % | 7.87 % | 8.33 % | 7.97 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,583.42 | 0.36 % | 5.22 % | 1.12 % | 3.39 % | 4.94 % | 10.11 % | 7.83 % | 7.47 % | 7.61 % | 7.25 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 73.22 | 2.18 % | 4.19 % | 1.85 % | 4.21 % | 4.04 % | 7.63 % | 6.31 % | 7.34 % | 7.49 % | 8.0 % |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 271.32 | 0.29 % | 3.37 % | 0.49 % | 1.72 % | 3.22 % | 7.01 % | - | - | - | 7.55 % |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 305.93 | 1.4 % | 3.02 % | 0.59 % | 1.66 % | 2.91 % | 6.07 % | - | - | - | 6.08 % |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 4,108.92 | 0.22 % | 2.57 % | 0.3 % | 1.09 % | 2.47 % | 5.41 % | 6.59 % | 6.93 % | 7.5 % | 6.97 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 121.15 | 1.0 % | 6.49 % | 1.91 % | 4.65 % | 6.27 % | 4.98 % | 3.16 % | 5.05 % | 7.45 % | 6.62 % |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 775.28 | 0.19 % | 1.9 % | 0.22 % | 0.73 % | 1.81 % | 4.43 % | - | - | - | 5.27 % |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 33.61 | 2.18 % | 1.52 % | 2.48 % | 6.96 % | 1.53 % | 3.98 % | 2.3 % | 5.16 % | 6.79 % | 6.7 % |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 404.36 | 0.83 % | 4.18 % | 1.09 % | 2.56 % | 4.03 % | 3.32 % | 3.78 % | 5.3 % | 7.24 % | 7.27 % |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 404.36 | 0.77 % | 4.18 % | 1.09 % | 2.56 % | 4.03 % | 3.32 % | 3.78 % | 5.02 % | 6.4 % | 6.48 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 117.16 | 1.43 % | 3.46 % | 0.95 % | 1.98 % | 3.31 % | 0.7 % | 2.3 % | 4.24 % | 5.92 % | 5.44 % |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 106.56 | 2.41 % | -2.26 % | 2.47 % | 8.1 % | -2.08 % | 0.14 % | - | - | - | 3.21 % |
| Sundaram Arbitrage Fund Regular Plan Growth Option | Hybrid: Arbitrage | 95.43 | 0.93 % | - | 0.4 % | 0.65 % | - | - | - | - | - | 1.27 % |
| Sundaram Balanced Advantage Fund Regular Plan Growth Option | Hybrid: Dynamic Asset Allocation | 543.48 | 2.64 % | - | 3.42 % | 10.28 % | - | - | - | - | - | 9.81 % |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 501.14 | 2.43 % | -11.82 % | 5.79 % | 20.39 % | -10.79 % | - | - | - | - | -4.7 % |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 1,000.38 | 2.34 % | -11.52 % | 4.09 % | 19.49 % | -10.73 % | -1.26 % | - | - | - | 6.05 % |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 1,513.74 | 2.17 % | -7.43 % | 3.62 % | 14.24 % | -6.99 % | -3.18 % | 4.54 % | 6.59 % | 6.92 % | 11.48 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 1,413.76 | 2.24 % | -8.4 % | 5.76 % | 19.73 % | -7.46 % | -5.25 % | -1.08 % | 8.08 % | 10.52 % | 10.12 % |
| Sundaram Select Focus-Growth | Equity: Focused | 923.38 | 2.39 % | -10.37 % | 4.09 % | 18.26 % | -9.67 % | -6.85 % | 4.77 % | 6.09 % | 7.53 % | 17.24 % |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 20.05 | 0.95 % | -9.93 % | 3.96 % | 23.73 % | -8.94 % | -8.31 % | -1.84 % | - | - | 2.09 % |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 1,024.79 | 2.41 % | -14.22 % | 4.91 % | 19.45 % | -13.4 % | -8.79 % | 2.43 % | 6.26 % | 8.73 % | 9.14 % |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 4,482.13 | 1.98 % | -14.05 % | 6.07 % | 21.02 % | -13.72 % | -12.9 % | -5.86 % | 2.48 % | 10.72 % | 22.77 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 1,934.58 | 2.17 % | -14.58 % | 6.33 % | 20.13 % | -13.96 % | -13.79 % | -3.49 % | 2.94 % | 7.64 % | 13.27 % |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 181.01 | 2.66 % | -22.83 % | 9.24 % | 20.77 % | -21.59 % | -16.88 % | -0.09 % | 4.89 % | 7.91 % | 11.51 % |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 802.82 | 2.44 % | -12.2 % | 6.95 % | 22.87 % | -13.55 % | -17.62 % | -12.36 % | -1.23 % | 7.37 % | 12.99 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 370.29 | 2.61 % | -13.87 % | 6.55 % | 24.1 % | -14.56 % | -18.84 % | -5.67 % | 0.56 % | 0.84 % | 6.91 % |
| 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 Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 30-12-2004 | 1,096.76 | 7.58 % | 11.31 % | 4.8 % | 5.44 % | 11.71 % | 8.66 % | 14.92 % | -0.25 % | 8.68 % | 5.73 % |
| Sundaram Global Brand Fund Growth | Fund of Funds-Overseas | 24-08-2007 | 38.55 | 4.54 % | 17.56 % | -8.09 % | 19.77 % | 12.8 % | -14.18 % | -3.57 % | 9.11 % | 18.91 % | -1.95 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 30-12-2004 | 1,583.42 | 5.22 % | 10.06 % | 6.06 % | 6.23 % | 7.88 % | 8.47 % | 9.35 % | 8.51 % | 9.93 % | 9.33 % |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 30-12-2004 | 1,583.42 | 5.22 % | 10.06 % | 6.06 % | 6.23 % | 6.56 % | 7.07 % | 7.83 % | 7.83 % | 8.85 % | 8.45 % |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 18-12-1997 | 73.22 | 4.19 % | 8.14 % | 4.74 % | 5.7 % | 11.14 % | 5.1 % | 13.1 % | 4.03 % | 10.74 % | 6.66 % |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 01-09-2018 | 271.32 | 3.37 % | 7.78 % | - | - | - | - | - | - | - | - |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 01-07-2019 | 305.93 | 3.02 % | - | - | - | - | - | - | - | - | - |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 06-03-2000 | 4,108.92 | 2.57 % | 6.61 % | 7.39 % | 6.62 % | 7.6 % | 8.32 % | 9.09 % | 9.27 % | 7.77 % | 7.22 % |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 05-09-2002 | 121.15 | 6.49 % | -5.12 % | 6.23 % | 5.63 % | 9.22 % | 7.34 % | 10.24 % | 9.86 % | 10.93 % | 12.67 % |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 20-03-2019 | 775.28 | 1.9 % | - | - | - | - | - | - | - | - | - |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 01-03-2010 | 33.61 | 1.52 % | 0.92 % | -1.16 % | 12.11 % | 9.94 % | 8.68 % | 21.55 % | 0.04 % | 16.96 % | -3.48 % |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 10-04-2007 | 404.36 | 4.18 % | -2.58 % | 7.04 % | 6.55 % | 8.0 % | 8.14 % | 9.03 % | 9.88 % | 10.05 % | 9.45 % |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 15-04-2007 | 404.36 | 4.18 % | -2.58 % | 7.04 % | 6.55 % | 7.06 % | 7.15 % | 8.07 % | 8.46 % | 8.26 % | 7.69 % |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 19-07-2002 | 117.16 | 3.46 % | -6.07 % | 6.97 % | 6.57 % | 6.91 % | 9.34 % | 10.42 % | 8.95 % | 7.81 % | 4.3 % |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 30-11-2018 | 106.56 | -2.26 % | 7.23 % | - | - | - | - | - | - | - | - |
| Sundaram Arbitrage Fund Regular Plan Growth Option | Hybrid: Arbitrage | 04-02-2020 | 95.43 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Balanced Advantage Fund Regular Plan Growth Option | Hybrid: Dynamic Asset Allocation | 06-03-2020 | 543.48 | - | - | - | - | - | - | - | - | - | - |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 01-09-2019 | 501.14 | -11.82 % | - | - | - | - | - | - | - | - | - |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 21-09-2018 | 1,000.38 | -11.52 % | 21.72 % | - | - | - | - | - | - | - | - |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 23-06-2000 | 1,513.74 | -7.43 % | 11.36 % | 2.83 % | 20.94 % | 11.14 % | -2.89 % | 23.67 % | 4.97 % | 21.7 % | -20.41 % |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 12-05-2006 | 1,413.76 | -8.4 % | 2.71 % | -7.82 % | 38.69 % | 21.12 % | 6.31 % | 47.37 % | -0.64 % | 34.06 % | -23.05 % |
| Sundaram Select Focus-Growth | Equity: Focused | 01-07-2002 | 923.38 | -10.37 % | 14.98 % | 1.16 % | 35.87 % | 0.63 % | -2.49 % | 34.34 % | 3.64 % | 21.64 % | -23.67 % |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 09-01-2017 | 20.05 | -9.93 % | 2.02 % | -8.01 % | - | - | - | - | - | - | - |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 27-02-2007 | 1,024.79 | -14.22 % | 10.31 % | 0.42 % | 36.11 % | 7.56 % | 3.46 % | 48.88 % | -3.0 % | 33.13 % | -23.26 % |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 01-07-2002 | 4,482.13 | -14.05 % | -0.3 % | -15.41 % | 40.77 % | 11.33 % | 11.15 % | 75.03 % | 4.64 % | 38.02 % | -23.67 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 02-05-2005 | 1,934.58 | -14.58 % | 6.17 % | -10.61 % | 38.44 % | 6.84 % | 3.12 % | 45.72 % | 1.39 % | 34.47 % | -25.35 % |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 181.01 | -22.83 % | 26.43 % | -3.66 % | 33.33 % | 12.82 % | -8.96 % | 58.02 % | -12.37 % | 47.08 % | -32.94 % |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 05-02-2005 | 802.82 | -12.2 % | -6.06 % | -29.17 % | 55.58 % | -0.13 % | 7.79 % | 108.74 % | -5.02 % | 44.77 % | -32.72 % |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 370.29 | -13.87 % | 2.18 % | -21.89 % | 55.53 % | -0.52 % | 4.8 % | 57.63 % | -15.83 % | 19.27 % | -39.71 % |
| 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 | 1,513.74 | 2.17 % | -0.24 % | 2.06 % | 5.58 % | 7.35 % | 7.99 % | 10.78 % |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 1,934.58 | 2.17 % | -7.33 % | -6.8 % | -0.46 % | 6.74 % | 8.6 % | - |
| Sundaram Global Brand Fund Growth | Fund of Funds-Overseas | 38.55 | 2.38 % | 19.55 % | 7.98 % | 8.55 % | 5.74 % | - | - |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 1,024.79 | 2.41 % | -7.59 % | -2.68 % | 3.8 % | 9.2 % | - | - |
| Sundaram Financial Services Opportunities Fund Inst Growth | Equity: Sectoral-Banking and Financial Services | 181.01 | 2.82 % | -13.09 % | -2.68 % | 4.0 % | 8.5 % | - | - |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 181.01 | 2.66 % | -13.8 % | -3.45 % | 3.12 % | 7.68 % | - | - |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 370.29 | 2.61 % | -7.99 % | -9.45 % | -2.72 % | 3.4 % | - | - |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 1,413.76 | 2.24 % | -0.39 % | -3.0 % | 3.29 % | 10.35 % | - | - |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 802.82 | 2.44 % | -6.57 % | -13.47 % | -6.91 % | 6.47 % | 9.16 % | - |
| Sundaram Small Cap Fund -iNST Growth | Equity: Small Cap | 802.82 | 2.44 % | -5.74 % | -12.71 % | -6.13 % | 7.23 % | - | - |
| Sundaram Select Focus-Growth | Equity: Focused | 923.38 | 2.39 % | -1.76 % | 1.29 % | 6.04 % | 8.18 % | 8.61 % | - |
| Sundaram Select Focus-Inst Growth | Equity: Focused | 923.38 | 2.39 % | -0.93 % | 2.29 % | 7.09 % | 9.01 % | - | - |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 4,482.13 | 1.98 % | -8.24 % | -9.19 % | -2.41 % | 9.32 % | 12.03 % | - |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 20.05 | 0.95 % | 1.72 % | -4.25 % | - | - | - | - |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 117.16 | 1.43 % | 5.72 % | 0.91 % | 2.56 % | 5.22 % | 5.34 % | - |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 33.61 | 2.18 % | 7.39 % | 2.27 % | 3.66 % | 6.49 % | - | - |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 73.22 | 2.18 % | 8.6 % | 7.41 % | 7.14 % | 7.52 % | 7.22 % | 6.92 % |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 1,583.42 | 0.36 % | 10.16 % | 9.18 % | 8.27 % | 8.29 % | 8.23 % | - |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 1,096.76 | 0.51 % | 14.36 % | 11.01 % | 9.45 % | 8.83 % | 8.08 % | - |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 121.15 | 1.0 % | 11.1 % | 3.1 % | 3.88 % | 6.13 % | 6.62 % | - |
| Sundaram Low Duration Fund Inst Growth | Debt: Low Duration | 404.36 | 0.77 % | 7.94 % | 3.59 % | 4.34 % | 6.02 % | - | - |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 404.36 | 0.83 % | 7.18 % | 3.01 % | 4.1 % | 6.17 % | - | - |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 404.36 | 0.77 % | 7.18 % | 3.01 % | 4.02 % | 5.65 % | - | - |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 4,108.92 | 0.22 % | 5.03 % | 6.24 % | 6.56 % | 7.33 % | 7.21 % | 7.01 % |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 1,000.38 | 2.34 % | -0.88 % | - | - | - | - | - |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 271.32 | 0.29 % | 6.55 % | - | - | - | - | - |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 106.56 | 2.41 % | 2.72 % | - | - | - | - | - |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 775.28 | 0.19 % | 3.84 % | - | - | - | - | - |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 1,583.42 | 0.36 % | 10.16 % | 9.18 % | 8.16 % | 7.74 % | 7.55 % | - |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 305.93 | 1.4 % | 5.89 % | - | - | - | - | - |
