Ranked On: 31 October 2025
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Banking & Psu F… | 4.0 | |
7.70% | 7.52% | 5.68% | 6.66% | 6.65% | 7.86% | 7.67% | 5.83% | 6.81% | 6.77% | 1.08% | -0.08% | 0.00% | 1.07% | 0.81 | 1.19 | 1.70 |
| Sundaram Corporate Bond … | 11.0 | |
7.72% | 7.40% | 5.82% | 7.43% | 7.29% | 7.96% | 7.64% | 6.07% | 7.68% | 7.62% | 1.09% | -0.13% | 0.00% | 2.55% | 0.58 | 0.98 | 1.52 |
| Sundaram Low Duration Fu… | 16.0 | |
6.92% | 6.88% | % | % | % | 7.74% | 7.70% | % | % | % | 0.38% | 0.00% | 0.00% | 5.54% | 0.12 | 4.07 | 3.03 |
| Sundaram Medium Duration… | 12.0 | |
5.70% | 5.76% | 3.92% | 4.96% | 5.53% | 6.55% | 6.66% | 4.87% | 5.89% | 6.45% | 1.42% | -0.43% | -0.35% | -0.81% | 0.82 | 0.08 | 0.17 |
| Sundaram Money Market Fu… | 9.0 | |
7.43% | 7.30% | 5.93% | 6.14% | % | 7.60% | 7.42% | 6.03% | 6.25% | % | 0.33% | 0.00% | 0.00% | 6.27% | 0.08 | 11.11 | 4.62 |
| Sundaram Overnight Fund | 23.0 | |
5.82% | 6.32% | 5.26% | % | % | 5.91% | 6.42% | 5.37% | % | % | 0.14% | 0.00% | 0.00% | % | 4.06 | 4.14 | |
| Sundaram Short Duration … | 13.0 | |
7.39% | 7.39% | % | % | % | 8.06% | 7.99% | % | % | % | 1.01% | -0.08% | 0.00% | 1.86% | 0.68 | 1.11 | 1.66 |
| Sundaram Ultra Short Dur… | 22.0 | |
6.02% | 6.18% | % | % | % | 7.36% | 7.48% | % | % | % | 0.25% | 0.00% | 0.00% | 5.14% | 0.08 | 1.45 | 1.80 |
| Sundaram Dividend Yield … | |
-0.24% | 15.53% | % | % | % | 0.97% | 17.00% | % | % | % | 12.81% | -18.60% | -14.95% | 0.81% | 0.93 | 0.38 | 0.77 | |
| Sundaram Elss Tax Saver … | 15.0 | |
4.86% | 14.21% | % | % | % | 5.40% | 14.83% | % | % | % | 11.42% | -15.01% | -13.61% | 0.72% | 0.84 | 0.36 | 0.74 |
| Sundaram Diversified Equ… | 24.0 | |
3.76% | 12.30% | 16.12% | 13.07% | 12.07% | 4.30% | 12.91% | 16.76% | 13.65% | 12.63% | 11.37% | -14.97% | -13.60% | -1.13% | 0.83 | 0.29 | 0.58 |
| Sundaram Flexi Cap Fund | 16.0 | |
4.18% | 13.82% | % | % | % | 5.62% | 15.57% | % | % | % | 11.57% | -15.07% | -13.87% | % | 0.35 | 0.71 | |
| Sundaram Focused Fund | 22.0 | |
-0.92% | 12.46% | % | % | % | 0.03% | 13.62% | % | % | % | 11.33% | -14.56% | -15.21% | -1.09% | 0.85 | 0.29 | 0.60 |
| Sundaram Large And Midca… | 15.0 | |
1.21% | 15.19% | 18.04% | 15.04% | 14.61% | 2.26% | 16.44% | 19.38% | 16.35% | 15.81% | 13.49% | -18.56% | -18.44% | -1.75% | 0.93 | 0.35 | 0.73 |
| Sundaram Large Cap Fund | 29.0 | |
2.59% | 10.99% | 14.48% | % | % | 3.90% | 12.43% | 16.16% | % | % | 11.17% | -14.29% | -13.14% | -1.20% | 0.89 | 0.24 | 0.49 |
| Sundaram Mid Cap Fund | 4.0 | |
2.60% | 22.89% | 23.71% | 17.98% | 15.37% | 3.46% | 23.92% | 24.76% | 18.97% | 16.24% | 15.08% | -20.37% | -20.80% | 2.02% | 0.92 | 0.54 | 1.14 |
| Sundaram Multi Cap Fund | 7.0 | |
2.62% | 16.41% | % | % | % | 3.70% | 17.69% | % | % | % | 13.24% | -18.39% | -18.52% | 0.38% | 0.90 | 0.41 | 0.84 |
| Sundaram Services Fund | 4.0 | |
7.98% | 17.16% | 21.50% | 19.74% | % | 9.21% | 18.52% | 23.04% | 21.14% | % | 12.46% | -14.04% | -13.26% | 3.11% | 0.90 | 0.48 | 0.94 |
| Sundaram Financial Servi… | 9.0 | |
9.74% | 17.16% | 17.98% | 16.25% | 15.10% | 11.19% | 18.81% | 19.66% | 17.71% | 16.41% | 13.01% | -12.19% | -14.08% | 3.08% | 1.03 | 0.49 | 0.90 |
| Sundaram Consumption Fund | 3.0 | |
0.64% | 15.22% | 16.50% | 13.80% | 14.19% | 1.51% | 16.22% | 17.53% | 14.77% | 15.14% | 13.50% | -18.70% | -17.72% | 0.60% | 0.90 | 0.34 | 0.72 |
| Sundaram Infrastructure … | 7.0 | |
0.91% | 20.45% | 24.18% | 18.08% | 14.45% | 1.44% | 21.14% | 24.85% | 18.69% | 15.08% | 15.61% | -22.48% | -18.62% | 1.79% | 0.86 | 0.47 | 0.98 |
| Sundaram Small Cap Fund | 5.0 | |
-1.66% | 19.28% | 23.91% | 18.88% | 13.64% | -0.60% | 20.60% | 25.29% | 20.15% | 14.68% | 15.71% | -22.67% | -14.67% | 2.31% | 0.78 | 0.43 | 0.91 |
| Sundaram Aggressive Hybr… | 23.0 | |
3.65% | 11.86% | % | % | % | 4.80% | 13.16% | % | % | % | 9.65% | -12.90% | -14.37% | -0.79% | 1.12 | 0.31 | 0.66 |
| Sundaram Arbitrage Fund | 18.0 | |
6.09% | 6.79% | % | % | % | 7.04% | 7.53% | % | % | % | 0.39% | 0.00% | 0.00% | % | 1.72 | 2.31 | |
| Sundaram Conservative Hy… | 16.0 | |
3.23% | 6.77% | 7.82% | 6.75% | 6.71% | 4.19% | 7.78% | 8.80% | 7.71% | 7.70% | 3.58% | -2.46% | -4.14% | -3.44% | 1.21 | 0.17 | 0.36 |
| Sundaram Balanced Advant… | 20.0 | |
4.07% | 10.13% | % | % | % | 5.58% | 11.75% | % | % | % | 7.34% | -9.40% | -9.34% | -1.29% | 1.10 | 0.31 | 0.65 |
| Sundaram Equity Savings … | 6.0 | |
5.90% | 10.88% | % | % | % | 7.52% | 12.69% | % | % | % | 5.12% | -4.22% | -4.90% | 0.24% | 1.07 | 0.50 | 0.97 |
| Sundaram Smart Nifty 100… | 48.0 | |
3.10% | 15.78% | % | % | % | 3.60% | 16.33% | % | % | % | 14.30% | -20.67% | -17.48% | % | 0.36 | 0.74 | |
| Sundaram Nifty 100 Equal… | 48.0 | |
3.10% | 15.78% | % | % | % | 3.60% | 16.33% | % | % | % | 14.30% | -20.67% | -17.48% | % | 0.36 | 0.74 |
Return Calculated On: 04 December 2025
Ratios Calculated On: 31 October 2025
| Amc Name | Started On | Address | Phone Number | Website |
|---|---|---|---|---|
| Sundaram Mutual Fund | 24-08-1996 | Sundaram AMC Limited, Sundaram Towers, I n II Floor, No.46, |
044-28583362 044-28583367 |
Sundaram Mutual Fund |