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Scheme Name Category AUM (Crore) Expense Ratio YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Services Fund Regular Plan Growth Equity: Thematic-Others 1,273.04 2.37 % 3.07 % 2.71 % 7.74 % 19.89 % 27.36 % - - - 21.18 %
Sundaram Financial Services Opportunities Fund Reg Growth Equity: Sectoral-Banking and Financial Services 240.69 2.9 % -1.51 % -2.4 % 6.85 % 12.28 % 26.19 % 13.99 % 8.47 % 12.45 % 14.35 %
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 1,015.82 2.19 % 3.3 % 2.86 % 5.21 % 14.59 % 18.08 % 13.93 % 10.4 % 11.46 % 11.06 %
Sundaram Select Focus-Growth Equity: Focused 1,056.18 2.18 % 1.06 % 0.28 % 5.06 % 9.14 % 17.09 % 14.61 % 7.73 % 9.41 % 18.52 %
Sundaram Equity Hybrid Fund Regular Growth Hybrid: Aggressive 1,832.33 2.21 % 1.8 % 1.41 % 4.71 % 9.44 % 14.61 % 10.8 % 7.72 % 8.54 % 12.3 %
Sundaram Rural and Consumption Regular Growth Equity: Thematic-Consumption 1,958.08 2.19 % 5.17 % 5.31 % 6.62 % 14.55 % 13.18 % 8.83 % 11.0 % 13.16 % 11.58 %
Sundaram Global Brand Fund Growth Equity: Thematic-International 35.58 2.34 % 1.76 % 2.03 % 7.5 % 8.89 % 12.15 % 7.84 % 5.19 % 5.94 % 4.99 %
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 2,577.72 2.08 % 2.73 % 2.32 % 5.51 % 9.75 % 11.99 % 7.78 % 6.97 % 10.28 % 15.13 %
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 993.95 0.51 % 0.86 % 0.87 % 2.11 % 5.39 % 11.74 % 7.09 % 8.1 % 7.49 % 7.15 %
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 5,901.43 1.96 % 6.73 % 7.24 % 11.55 % 14.74 % 11.69 % 5.69 % 8.17 % 14.37 % 24.94 %
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Equity: Sectoral-Infrastructure 529.71 2.64 % 5.6 % 6.23 % 7.25 % 6.82 % 11.5 % 6.65 % 4.87 % 3.63 % 8.67 %
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 1,270.81 0.36 % 0.62 % 0.67 % 1.9 % 4.71 % 10.02 % 7.5 % 7.21 % 7.36 % 7.15 %
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 1,270.81 0.36 % 0.62 % 0.67 % 1.9 % 4.71 % 10.02 % 7.5 % 7.74 % 8.09 % 7.89 %
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 79.75 2.16 % 0.71 % 0.73 % 1.74 % 3.33 % 8.52 % 6.0 % 6.68 % 7.34 % 8.01 %
Sundaram Equity Savings Fund Regular Growth Hybrid: Equity Savings 144.47 2.35 % 0.87 % 0.55 % 2.73 % 4.58 % 8.15 % - - - 7.47 %
Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth Index Fund 21.43 1.05 % 1.11 % 0.85 % 4.33 % 7.12 % 8.11 % 5.24 % - - 6.38 %
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 236.59 0.31 % 0.43 % 0.49 % 1.44 % 3.43 % 7.61 % - - - 7.83 %
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 1,057.16 2.38 % 9.0 % 9.95 % 11.49 % 13.23 % 7.32 % 1.53 % 3.24 % 10.65 % 15.05 %
Sundaram Money Fund- Retail Appreciation Debt: Liquid 4,412.82 0.22 % 0.37 % 0.43 % 1.31 % 2.79 % 6.44 % 6.84 % 7.26 % 7.44 % 7.01 %
Sundaram Debt Oriented Hybrid Fund- GROWTH Hybrid: Conservative 43.17 2.15 % 0.89 % 0.72 % 2.71 % 3.84 % 2.11 % 3.49 % 5.59 % - 6.94 %
Sundaram Overnight Fund Regular Plan Growth Debt: Overnight 796.68 0.2 % 0.35 % 0.4 % 1.2 % 2.54 % - - - - 5.23 %
Sundaram Ultra Short Term Fund Regular Plan Growth Debt: Ultra Short Duration 362.03 1.41 % 0.36 % 0.41 % 1.21 % 2.88 % - - - - 3.52 %
Sundaram Equity Fund Regular Plan Growth Option Equity: Multi Cap 526.35 2.54 % 2.37 % 1.73 % 5.61 % - - - - - 10.63 %
Sundaram Low Duration Fund Regular Growth Debt: Low Duration 468.31 0.77 % 0.67 % 0.7 % 1.71 % -0.63 % -2.49 % 3.6 % 5.35 % 7.1 % 7.25 %
Sundaram Low Duration Fund Retail Growth Debt: Low Duration 468.31 0.77 % 0.67 % 0.7 % 1.71 % -0.63 % -2.49 % 3.6 % 4.99 % 6.23 % 6.43 %
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 181.64 0.93 % 0.77 % 0.79 % 1.83 % -1.18 % -4.88 % 2.14 % 4.49 % 6.99 % 6.46 %
Sundaram Short Term Credit Risk Fund-Appreciation Debt: Credit Risk 176.69 1.43 % 0.47 % 0.52 % 1.49 % -2.66 % -6.18 % 2.29 % 4.51 % 5.67 % 5.4 %
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 Services Fund Regular Plan Growth Equity: Thematic-Others 12-09-2018 1,273.04 3.07 % 21.72 % - - - - - - - -
Sundaram Financial Services Opportunities Fund Reg Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 240.69 -1.51 % 26.43 % -3.66 % 33.33 % 12.82 % -8.96 % 58.02 % -12.37 % 47.08 % -32.94 %
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 27-02-2007 1,015.82 3.3 % 10.31 % 0.42 % 36.11 % 7.56 % 3.46 % 48.88 % -3.0 % 33.13 % -23.26 %
Sundaram Select Focus-Growth Equity: Focused 30-07-2002 1,056.18 1.06 % 14.98 % 1.16 % 35.87 % 0.63 % -2.49 % 34.34 % 3.64 % 21.64 % -23.67 %
Sundaram Equity Hybrid Fund Regular Growth Hybrid: Aggressive 23-06-2000 1,832.33 1.8 % 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 1,958.08 5.17 % 2.71 % -7.82 % 38.69 % 21.12 % 6.31 % 47.37 % -0.64 % 34.06 % -23.05 %
Sundaram Global Brand Fund Growth Equity: Thematic-International 24-08-2007 35.58 1.76 % 17.56 % -8.09 % 19.77 % 12.8 % -14.18 % -3.57 % 9.11 % 18.91 % -1.95 %
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 02-05-2005 2,577.72 2.73 % 6.17 % -10.61 % 38.44 % 6.84 % 3.12 % 45.72 % 1.39 % 34.47 % -25.35 %
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 30-12-2004 993.95 0.86 % 11.31 % 4.8 % 5.44 % 11.71 % 8.66 % 14.92 % -0.25 % 8.68 % 5.73 %
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 30-07-2002 5,901.43 6.73 % -0.3 % -15.41 % 40.77 % 11.33 % 11.15 % 75.03 % 4.64 % 38.02 % -23.67 %
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Equity: Sectoral-Infrastructure 29-09-2005 529.71 5.6 % 2.18 % -21.89 % 55.53 % -0.52 % 4.8 % 57.63 % -15.83 % 19.27 % -39.71 %
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 30-12-2004 1,270.81 0.62 % 10.06 % 6.06 % 6.23 % 6.56 % 7.07 % 7.83 % 7.83 % 8.85 % 8.45 %
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 30-12-2004 1,270.81 0.62 % 10.06 % 6.06 % 6.23 % 7.88 % 8.47 % 9.35 % 8.51 % 9.93 % 9.33 %
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 18-12-1997 79.75 0.71 % 8.14 % 4.74 % 5.7 % 11.14 % 5.1 % 13.1 % 4.03 % 10.74 % 6.66 %
Sundaram Equity Savings Fund Regular Growth Hybrid: Equity Savings 30-11-2018 144.47 0.87 % 7.23 % - - - - - - - -
Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth Index Fund 09-01-2017 21.43 1.11 % 2.02 % -8.01 % - - - - - - -
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 26-09-2018 236.59 0.43 % 7.78 % - - - - - - - -
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 05-02-2005 1,057.16 9.0 % -6.06 % -29.17 % 55.58 % -0.13 % 7.79 % 108.74 % -5.02 % 44.77 % -32.72 %
Sundaram Money Fund- Retail Appreciation Debt: Liquid 06-03-2000 4,412.82 0.37 % 6.61 % 7.39 % 6.62 % 7.6 % 8.32 % 9.09 % 9.27 % 7.77 % 7.22 %
Sundaram Debt Oriented Hybrid Fund- GROWTH Hybrid: Conservative 01-03-2010 43.17 0.89 % 0.92 % -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 796.68 0.35 % - - - - - - - - -
Sundaram Ultra Short Term Fund Regular Plan Growth Debt: Ultra Short Duration 05-06-2019 362.03 0.36 % - - - - - - - - -
Sundaram Equity Fund Regular Plan Growth Option Equity: Multi Cap 01-09-2019 526.35 2.37 % - - - - - - - - -
Sundaram Low Duration Fund Regular Growth Debt: Low Duration 23-04-2007 468.31 0.67 % -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 468.31 0.67 % -2.58 % 7.04 % 6.55 % 7.06 % 7.15 % 8.07 % 8.46 % 8.26 % 7.69 %
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 05-09-2002 181.64 0.77 % -5.12 % 6.23 % 5.63 % 9.22 % 7.34 % 10.24 % 9.86 % 10.93 % 12.67 %
Sundaram Short Term Credit Risk Fund-Appreciation Debt: Credit Risk 19-07-2002 176.69 0.47 % -6.07 % 6.97 % 6.57 % 6.91 % 9.34 % 10.42 % 8.95 % 7.81 % 4.3 %
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 1,832.33 2.21 % 14.54 % 9.82 % 10.56 % 9.81 % 9.81 % -
Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App Equity: ELSS 2,577.72 2.08 % 11.27 % 4.25 % 7.66 % 11.05 % - -
Sundaram Global Brand Fund Growth Equity: Thematic-International 35.58 2.34 % 18.47 % 7.79 % 8.09 % 5.74 % - -
Sundaram Large and Midcap Growth Equity: Large and Mid Cap 1,015.82 2.19 % 19.58 % 11.15 % 12.88 % 13.7 % - -
Sundaram Financial Services Opportunities Fund Inst Growth Equity: Sectoral-Banking and Financial Services 240.69 2.82 % 22.21 % 14.0 % 14.8 % 12.4 % - -
Sundaram Financial Services Opportunities Fund Reg Growth Equity: Sectoral-Banking and Financial Services 240.69 2.9 % 21.41 % 13.14 % 13.92 % 13.08 % - -
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth Equity: Sectoral-Infrastructure 529.71 2.64 % 10.18 % 2.06 % 5.75 % 7.53 % - -
Sundaram Rural and Consumption Regular Growth Equity: Thematic-Consumption 1,958.08 2.19 % 18.46 % 6.09 % 10.67 % 14.0 % - -
Sundaram Small Cap Fund-Regular Growth Equity: Small Cap 1,057.16 2.38 % 14.83 % -3.12 % 1.7 % 11.47 % 12.73 % -
Sundaram Small Cap Fund -iNST Growth Equity: Small Cap 1,057.16 2.44 % 15.88 % -2.31 % 2.47 % 12.19 % - -
Sundaram Select Focus-Growth Equity: Focused 1,056.18 2.18 % 14.47 % 10.96 % 11.91 % 11.13 % 11.02 % -
Sundaram Select Focus-Inst Growth Equity: Focused 1,056.18 2.39 % 15.31 % 12.14 % 12.96 % 11.92 % - -
Sundaram Mid Cap Fund -Growth Equity: Mid Cap 5,901.43 1.96 % 20.2 % 3.38 % 7.19 % 14.58 % 15.83 % -
Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth Index Fund 21.43 1.05 % 7.87 % 2.26 % - - - -
Sundaram Short Term Credit Risk Fund-Appreciation Debt: Credit Risk 176.69 1.43 % -4.98 % -0.43 % 2.16 % 5.15 % 5.25 % -
Sundaram Debt Oriented Hybrid Fund- GROWTH Hybrid: Conservative 43.17 2.15 % 3.7 % 2.32 % 4.32 % - - -
Sundaram Medium Term Bond Fund - Regular Growth Debt: Medium Duration 79.75 2.16 % 7.98 % 6.89 % 6.97 % 7.48 % 7.15 % 6.91 %
Sundaram Banking and PSU Debt Fund Regular Growth Debt: Banking and PSU 1,270.81 0.36 % 9.37 % 8.33 % 7.8 % 8.11 % 8.09 % -
Sundaram Corporate Bond Fund Regular - Growth Debt: Corporate Bond 993.95 0.51 % 11.0 % 8.79 % 8.3 % 8.21 % 7.67 % -
Sundaram Short Term Debt Fund -Appreciation Option Debt: Short Duration 181.64 0.93 % -3.28 % 0.06 % 2.49 % 5.7 % 6.29 % -
Sundaram Low Duration Fund Inst Growth Debt: Low Duration 468.31 0.77 % -0.63 % 2.13 % 3.73 % 5.89 % - -
Sundaram Low Duration Fund Regular Growth Debt: Low Duration 468.31 0.77 % -1.42 % 1.73 % 3.66 % 6.14 % - -
Sundaram Low Duration Fund Retail Growth Debt: Low Duration 468.31 0.77 % -1.43 % 1.73 % 3.52 % 5.53 % - -
Sundaram Money Fund- Retail Appreciation Debt: Liquid 4,412.82 0.22 % 5.91 % 6.76 % 6.93 % 7.53 % 7.32 % -
Sundaram Money Fund - Unclaimed Amount Plan - Unclaimed Redemption Less Than 3 Years Debt: Liquid 4,412.82 0.22 % 5.64 % 6.56 % - - - -
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 1,273.04 2.37 % 30.11 % - - - - -
Sundaram Money Market Fund - Regular Plan - Growth Option Debt: Money Market 236.59 0.31 % 7.15 % - - - - -
Sundaram Equity Savings Fund Regular Growth Hybrid: Equity Savings 144.47 2.35 % 7.87 % - - - - -
SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth Debt: Banking and PSU 1,270.81 0.36 % 9.37 % 8.33 % 7.6 % 7.49 % 7.38 % -
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