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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 % - - - - -
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