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Scheme Name Category AUM (Crore) TER YTD 1M 3M 6M 1Y 3Y 5Y 10Y Since
Launch
Sundaram Global BrAnd Theme-Equity Active FOF - Regular Growth Fund of Funds-Overseas 174.45 2.29 % 8.09 % -1.12 % 2.73 % 12.76 % 15.55 % 17.25 % 11.62 % 12.03 % 7.97 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 4,155.35 1.99 % 14.91 % -0.95 % 3.51 % 28.44 % 12.7 % 16.35 % 15.84 % 14.17 % 16.96 %
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,722.04 2.19 % -1.73 % -1.8 % 0.08 % 9.32 % 6.48 % 11.86 % 12.47 % 12.81 % 13.88 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 1,719.29 0.39 % 4.63 % 0.62 % 1.88 % 3.52 % 6.39 % 7.15 % 6.41 % - 6.22 %
Sundaram Liquid Fund Growth Option Debt: Liquid 9,094.46 0.36 % 4.71 % 0.51 % 1.65 % 3.44 % 6.36 % 6.8 % 6.23 % 5.92 % 6.87 %
Sundaram Large And Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 7,543.73 2.43 % 4.58 % -3.66 % 4.09 % 16.74 % 6.12 % 13.63 % 11.1 % 13.75 % 13.95 %
Sundaram Arbitrage Fund Regular Plan - Growth Hybrid: Arbitrage 553.9 1.77 % 4.25 % 0.32 % 1.41 % 2.86 % 6.02 % 6.46 % 5.67 % 4.18 % 4.26 %
Sundaram Ultra Short Duration Fund Growth Option Debt: Ultra Short Duration 2,416.24 1.39 % 3.93 % 0.51 % 1.55 % 3.03 % 5.34 % 5.97 % 5.34 % 4.86 % 5.47 %
Sundaram Low Duration Fund Growth Option Debt: Low Duration 432.95 1.14 % 3.78 % 0.5 % 1.53 % 2.97 % 5.32 % 6.53 % 7.39 % 5.65 % 6.99 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,335.29 0.17 % 3.63 % 0.4 % 1.25 % 2.54 % 5.13 % 5.94 % 5.6 % - 5.11 %
Sundaram Short Duration Fund Growth Plan Debt: Short Duration 178.26 0.8 % 3.52 % 0.28 % 1.22 % 2.74 % 5.06 % 6.82 % 7.35 % 5.9 % 7.13 %
Sundaram BankIng & PSU Fund Regular Plan - Growth Debt: Banking and PSU 261.54 0.42 % 3.34 % 0.27 % 1.19 % 2.8 % 4.97 % 6.9 % 5.84 % 6.34 % 7.25 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 617.02 0.55 % 3.15 % 0.27 % 1.16 % 2.73 % 4.71 % 6.8 % 5.79 % 6.67 % 6.89 %
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 3,406.52 2.1 % -0.55 % -3.23 % 0.94 % 5.07 % 4.7 % - - - 11.03 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 14,863.43 1.85 % 2.92 % -3.25 % 0.05 % 12.95 % 4.29 % 17.43 % 16.06 % 13.86 % 23.01 %
Sundaram Medium Duration Fund Regular Plan - Growth Debt: Medium Duration 32.6 1.9 % 1.81 % -0.24 % 0.5 % 1.42 % 2.87 % 5.04 % 3.92 % 4.87 % 7.08 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 971.13 2.3 % 2.46 % -3.17 % -5.49 % 6.93 % 2.75 % 15.15 % 15.07 % 13.9 % 11.51 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 5,262.21 1.93 % 1.05 % -2.08 % 3.99 % 16.77 % 2.54 % 13.47 % 12.07 % - 17.58 %
Sundaram Ultra Short Term Fund Regular Plan - Growth Debt: Ultra Short Duration 0 0.0 % 2.31 % 0.19 % 0.56 % 1.15 % 2.31 % - - - 3.96 %
Sundaram Focused Fund Growth Option Equity: Focused 1,096.8 2.28 % 0.29 % -2.87 % 2.63 % 12.04 % 1.07 % 9.51 % 8.65 % 12.29 % 14.34 %
Sundaram Nifty 100 Equal Weight Fund Growth Index Fund 147.07 1.23 % 0.49 % -3.21 % -1.11 % 9.33 % 0.87 % 13.28 % 10.4 % 11.24 % 11.14 %
Sundaram BusIness Cycle Fund Regular Plan Growth Equity: Thematic-Business-Cycle 1,747.12 2.62 % 4.18 % -2.73 % 3.3 % 21.78 % 0.48 % - - - 5.8 %
Sundaram Multi Cap Fund Growth Option Equity: Multi Cap 3,069.63 2.34 % 0.12 % -2.24 % 2.96 % 13.43 % 0.18 % 12.07 % 10.92 % 12.91 % 14.95 %
Sundaram Equity SavIngs Fund Growth Option Hybrid: Equity Savings 1,002.49 2.78 % -1.31 % -1.19 % 0.51 % 3.62 % -0.02 % 7.56 % 7.39 % 7.77 % 8.0 %
Sundaram Conservative Hybrid Fund Regular Plan - Growth Hybrid: Conservative 18.92 1.89 % -2.37 % -1.08 % - 0.43 % -0.94 % 4.34 % 5.61 % 5.54 % 6.69 %
Sundaram Balanced Advantage Fund Growth Option Hybrid: Dynamic Asset Allocation 1,682.03 2.54 % -2.69 % -2.18 % 0.32 % 4.97 % -1.27 % 7.2 % 7.02 % 8.41 % 9.24 %
Sundaram Aggressive Hybrid Fund Growth Hybrid: Aggressive 9,272.45 2.16 % -3.65 % -2.37 % 0.42 % 5.43 % -2.18 % 8.32 % 7.46 % 10.13 % 10.27 %
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 3,055.94 2.03 % -6.55 % -3.53 % -1.32 % 4.0 % -4.62 % 6.25 % 6.33 % 11.05 % 16.16 %
Sundaram Dividend Yield Fund Growth Plan Equity: Dividend Yield 806.55 2.4 % -8.26 % -2.62 % -2.01 % 0.26 % -6.25 % 8.28 % 8.29 % 12.53 % 12.33 %
Sundaram Multi-FacTor Fund - Regular - Growth Equity: Thematic-Others 870.78 2.92 % -8.94 % -2.5 % -2.88 % 1.8 % -6.42 % - - - -3.65 %
Sundaram Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,516.36 2.55 % -3.53 % -3.51 % 4.53 % 13.2 % -6.83 % 8.85 % 10.37 % 10.7 % 11.71 %
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,284.96 2.28 % -8.24 % -3.41 % -1.48 % 3.62 % -6.86 % 7.77 % 8.57 % 11.57 % 13.57 %
Sundaram FlexiCap Fund Regular Growth Equity: Flexi Cap 1,962.63 2.15 % -8.21 % -3.43 % -1.51 % 3.58 % -6.87 % 7.37 % - - 8.73 %
Sundaram Value Fund Regular Plan - Growth Equity: Value 1,284.42 2.28 % -9.3 % -2.7 % -1.97 % 2.22 % -7.73 % 6.03 % 7.06 % 9.43 % 13.72 %
Scheme Name Category Launch Date AUM (Crore) TER 1Y 3Y 5Y 10Y 15Y 20Y
Scheme Name Category Launch Date AUM (Crore) YTD 2018 2017 2016 2015 2014 2013 2012 2011 2010
Sundaram Global BrAnd Theme-Equity Active FOF - Regular Growth Fund of Funds-Overseas 24-08-2007 174.45 8.09 % 23.9 % 13.14 % 30.14 % -15.42 % 18.49 % 21.39 % 17.56 % -8.09 % 19.77 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 10-02-2005 4,155.35 14.91 % 0.39 % 19.07 % 45.29 % -2.11 % 60.35 % 26.16 % -6.06 % -29.17 % 55.58 %
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 10-06-2008 1,722.04 -1.73 % 16.94 % 7.07 % 31.12 % 16.78 % 15.34 % 2.7 % 26.43 % -3.66 % 33.33 %
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 05-09-2018 1,719.29 4.63 % 7.37 % 7.51 % 7.03 % 4.63 % 3.36 % 5.19 % 7.78 % - -
Sundaram Liquid Fund Growth Option Debt: Liquid 05-01-2013 9,094.46 4.71 % 6.41 % 7.3 % 6.99 % 4.82 % 3.29 % 4.15 % 6.59 % 6.43 % 6.64 %
Sundaram Large And Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 10-02-2007 7,543.73 4.58 % 3.56 % 21.07 % 26.85 % -1.33 % 40.03 % 16.85 % 7.48 % -9.08 % 46.1 %
Sundaram Arbitrage Fund Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 553.9 4.25 % 6.19 % 7.13 % 6.76 % 3.65 % 2.33 % 2.36 % 3.74 % -0.81 % 4.8 %
Sundaram Ultra Short Duration Fund Growth Option Debt: Ultra Short Duration 01-01-2013 2,416.24 3.93 % 5.93 % 6.45 % 6.1 % 3.66 % 2.68 % 4.06 % 6.5 % 1.22 % 6.25 %
Sundaram Low Duration Fund Growth Option Debt: Low Duration 01-01-2013 432.95 3.78 % 6.81 % 7.27 % 6.48 % 4.15 % 10.87 % 6.1 % -3.85 % 6.89 % 6.69 %
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 05-03-2019 1,335.29 3.63 % 5.71 % 6.59 % 6.62 % 4.57 % 3.04 % 3.32 % - - -
Sundaram Short Duration Fund Growth Plan Debt: Short Duration 01-01-2013 178.26 3.52 % 7.31 % 7.92 % 6.86 % 3.45 % 10.19 % 9.72 % -3.5 % 6.18 % 5.64 %
Sundaram BankIng & PSU Fund Regular Plan - Growth Debt: Banking and PSU 30-12-2004 261.54 3.34 % 7.58 % 7.99 % 6.84 % 3.0 % 2.93 % 7.64 % 10.06 % 6.06 % 6.23 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 30-12-2004 617.02 3.15 % 7.54 % 7.98 % 6.26 % 3.66 % 3.5 % 10.98 % 11.31 % 4.8 % 5.44 %
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 03-01-2024 3,406.52 -0.55 % 18.91 % - - - - - - - -
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 01-07-2002 14,863.43 2.92 % 4.09 % 32.01 % 40.35 % 4.84 % 37.92 % 12.29 % -0.31 % -15.41 % 40.77 %
Sundaram Medium Duration Fund Regular Plan - Growth Debt: Medium Duration 18-12-1997 32.6 1.81 % 5.67 % 6.2 % 5.47 % 0.66 % 1.67 % 6.33 % 8.14 % 4.74 % 5.7 %
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 29-09-2005 971.13 2.46 % 4.14 % 23.83 % 41.66 % 2.11 % 49.5 % 10.39 % 2.18 % -21.89 % 55.53 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 21-09-2018 5,262.21 1.05 % 10.63 % 17.87 % 28.05 % 3.15 % 44.74 % 15.41 % 21.72 % - -
Sundaram Ultra Short Term Fund Regular Plan - Growth Debt: Ultra Short Duration 01-07-2019 0 2.31 % 4.47 % - - - - - - - -
Sundaram Focused Fund Growth Option Equity: Focused 05-01-2013 1,096.8 0.29 % 2.03 % 17.23 % 24.37 % -0.31 % 33.71 % 19.68 % 11.75 % -1.2 % 31.79 %
Sundaram Nifty 100 Equal Weight Fund Growth Index Fund 02-01-2013 147.07 0.49 % 8.21 % 16.29 % 29.01 % 1.47 % 32.4 % 14.12 % 2.37 % -5.98 % 29.46 %
Sundaram BusIness Cycle Fund Regular Plan Growth Equity: Thematic-Business-Cycle 25-06-2024 1,747.12 4.18 % 1.05 % - - - - - - - -
Sundaram Multi Cap Fund Growth Option Equity: Multi Cap 01-01-2013 3,069.63 0.12 % 4.61 % 19.48 % 31.09 % -1.57 % 41.84 % 13.44 % 2.95 % -8.67 % 48.73 %
Sundaram Equity SavIngs Fund Growth Option Hybrid: Equity Savings 05-01-2013 1,002.49 -1.31 % 6.39 % 12.64 % 15.33 % 4.1 % 12.06 % 9.44 % 6.53 % 1.32 % 14.99 %
Sundaram Conservative Hybrid Fund Regular Plan - Growth Hybrid: Conservative 01-03-2010 18.92 -2.37 % 4.26 % 8.02 % 9.19 % 2.77 % 14.49 % 7.34 % 0.92 % -1.16 % 12.11 %
Sundaram Balanced Advantage Fund Growth Option Hybrid: Dynamic Asset Allocation 01-01-2013 1,682.03 -2.69 % 5.14 % 12.64 % 14.1 % 5.74 % 14.2 % 22.87 % 1.03 % 3.23 % 13.14 %
Sundaram Aggressive Hybrid Fund Growth Hybrid: Aggressive 01-01-2013 9,272.45 -3.65 % 4.46 % 17.11 % 16.8 % 3.0 % 26.43 % 12.74 % 6.67 % 0.35 % 25.23 %
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 05-10-2020 3,055.94 -6.55 % 5.24 % 11.02 % 21.15 % 4.05 % 26.13 % 11.26 % 14.98 % 1.16 % 35.87 %
Sundaram Dividend Yield Fund Growth Plan Equity: Dividend Yield 01-02-2013 806.55 -8.26 % 3.32 % 15.7 % 34.02 % 1.28 % 32.55 % 20.24 % 4.42 % -5.23 % 46.6 %
Sundaram Multi-FacTor Fund - Regular - Growth Equity: Thematic-Others 02-07-2024 870.78 -8.94 % - - - - - - - - -
Sundaram Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 12-05-2006 1,516.36 -3.53 % -0.07 % 20.09 % 30.25 % 9.35 % 19.35 % 13.48 % 2.71 % -7.82 % 38.69 %
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 01-01-2013 1,284.96 -8.24 % 7.73 % 15.77 % 24.46 % 4.34 % 32.07 % 18.89 % 2.47 % -9.19 % 48.8 %
Sundaram FlexiCap Fund Regular Growth Equity: Flexi Cap 06-09-2022 1,962.63 -8.21 % 7.16 % 14.63 % 24.1 % - - - - - -
Sundaram Value Fund Regular Plan - Growth Equity: Value 10-05-2005 1,284.42 -9.3 % 7.12 % 12.03 % 23.31 % 4.03 % 31.53 % 9.85 % 6.17 % -10.61 % 38.44 %
Scheme Name Category Launch Date Absolute
Returns
Annualized
Returns
Value of 10000 investment
Scheme Name Category Launch Date AUM (Crore) TER YTD 1M 3M 6M 1Y 3Y 5Y 10Y
Scheme Name Category AUM (Crore) TER 1Y 3Y 5Y 10Y 15Y 20Y
Sundaram Medium Duration Fund Regular Plan - Growth Debt: Medium Duration 32.6 1.9 % 2.74 % 4.29 % 4.6 % 4.47 % 5.23 % 4.92 %
Sundaram BankIng & PSU Fund Regular Plan - Growth Debt: Banking and PSU 261.54 0.42 % 5.09 % 6.3 % 6.49 % 6.2 % 6.6 % 6.98 %
Sundaram Corporate Bond Fund Regular Plan- Growth Debt: Corporate Bond 617.02 0.55 % 4.88 % 6.16 % 6.35 % 6.5 % 7.04 % 6.3 %
Sundaram Small Cap Fund Regular Plan - Growth Equity: Small Cap 4,155.35 1.99 % 26.32 % 13.57 % 17.37 % 17.84 % 17.45 % 16.25 %
Sundaram Mid Cap Fund Regular Plan - Growth Equity: Mid Cap 14,863.43 1.85 % 7.34 % 10.07 % 16.8 % 16.48 % 16.85 % 16.47 %
Sundaram Value Fund Regular Plan - Growth Equity: Value 1,284.42 2.28 % -8.38 % -0.2 % 5.56 % 9.53 % 10.81 % 10.83 %
Sundaram Consumption Fund Regular Plan - Growth) Equity: Thematic-Consumption 1,516.36 2.55 % 3.66 % 2.77 % 9.04 % 11.26 % 12.98 % 12.57 %
Sundaram Large And Midcap Fund Regular Plan - Growth Equity: Large and Mid Cap 7,543.73 2.43 % 12.6 % 9.17 % 12.5 % 14.26 % 15.82 % -
Sundaram Global BrAnd Theme-Equity Active FOF - Regular Growth Fund of Funds-Overseas 174.45 2.29 % 14.33 % 17.87 % 16.74 % 13.42 % 10.94 % -
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth Equity: Sectoral-Banking and Financial Services 1,722.04 2.19 % 1.88 % 6.86 % 12.33 % 13.77 % 13.73 % -
Sundaram Conservative Hybrid Fund Regular Plan - Growth Hybrid: Conservative 18.92 1.89 % -1.47 % 1.69 % 3.87 % 5.41 % 6.33 % -
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity: Sectoral-Infrastructure 971.13 2.3 % 1.26 % 6.81 % 14.25 % 15.92 % 14.53 % 11.78 %
Sundaram Services Fund Regular Plan - Growth Equity: Thematic-Others 5,262.21 1.93 % 9.4 % 9.17 % 12.96 % - - -
Sundaram Money Market Fund Regular Plan - Growth Debt: Money Market 1,719.29 0.39 % 6.79 % 6.95 % 6.93 % - - -
Sundaram Overnight Fund Regular Plan - Growth Debt: Overnight 1,335.29 0.17 % 5.07 % 5.56 % 5.81 % - - -
Sundaram Ultra Short Term Fund Regular Plan - Growth Debt: Ultra Short Duration 0 0.0 % - - 2.34 % - - -
Sundaram Large Cap Fund Regular Plan - Growth Equity: Large Cap 3,055.94 2.03 % -5.02 % 0.39 % 5.61 % - - -
Sundaram Nifty 100 Equal Weight Fund Growth Index Fund 147.07 1.23 % 2.65 % 5.86 % 11.16 % 12.82 % - -
Sundaram Low Duration Fund Growth Option Debt: Low Duration 432.95 1.14 % 5.62 % 6.18 % 6.28 % 6.01 % - -
Sundaram Focused Fund Growth Option Equity: Focused 1,096.8 2.28 % 6.28 % 4.74 % 8.93 % 12.6 % - -
Sundaram Ultra Short Duration Fund Growth Option Debt: Ultra Short Duration 2,416.24 1.39 % 5.73 % 5.78 % 5.8 % 5.03 % - -
Sundaram Arbitrage Fund Regular Plan - Growth Hybrid: Arbitrage 553.9 1.77 % 5.78 % 6.13 % 6.24 % 4.89 % - -
Sundaram ELSS Tax Saver Fund Regular Growth Equity: ELSS 1,284.96 2.28 % -7.2 % 1.01 % 7.05 % 11.37 % - -
Sundaram Short Duration Fund Growth Plan Debt: Short Duration 178.26 0.8 % 5.18 % 6.29 % 6.43 % 6.31 % - -
Sundaram Aggressive Hybrid Fund Growth Hybrid: Aggressive 9,272.45 2.16 % -1.43 % 2.88 % 7.1 % 9.96 % - -
Sundaram Liquid Fund Growth Option Debt: Liquid 9,094.46 0.36 % 6.6 % 6.59 % 6.64 % 5.96 % - -
Sundaram Multi Cap Fund Growth Option Equity: Multi Cap 3,069.63 2.34 % 6.78 % 6.44 % 11.21 % 13.46 % - -
Sundaram Equity SavIngs Fund Growth Option Hybrid: Equity Savings 1,002.49 2.78 % 0.28 % 3.97 % 6.97 % 7.99 % - -
Sundaram Dividend Yield Fund Growth Plan Equity: Dividend Yield 806.55 2.4 % -8.76 % -0.78 % 6.91 % 11.75 % - -
Sundaram Balanced Advantage Fund Growth Option Hybrid: Dynamic Asset Allocation 1,682.03 2.54 % -0.83 % 2.92 % 6.31 % 8.57 % - -
Sundaram FlexiCap Fund Regular Growth Equity: Flexi Cap 1,962.63 2.15 % -7.21 % 1.06 % - - - -
Sundaram Multi Asset Allocation Fund Regular Plan Growth Hybrid: Multi Asset Allocation 3,406.52 2.1 % 0.22 % - - - - -
Sundaram BusIness Cycle Fund Regular Plan Growth Equity: Thematic-Business-Cycle 1,747.12 2.62 % 14.39 % - - - - -
Sundaram Multi-FacTor Fund - Regular - Growth Equity: Thematic-Others 870.78 2.92 % -8.33 % - - - - -
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