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Fund Categories

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  •   Equity: Sectoral-Banking and Financial Services
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  •   Debt: Medium to Long Duration
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  •   Index Fund
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 % - - - - -
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