Ranked On: 30 January 2026
| 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 Mid Cap Fund | 6.0 | |
18.54% | 23.72% | 18.59% | 17.41% | 16.11% | 19.53% | 24.76% | 19.61% | 18.39% | 17.00% | 14.99% | -20.37% | -20.80% | 2.64% | 0.92 | 0.55 | 1.19 |
| Sundaram Low Duration Fu… | 18.0 | |
6.39% | 6.75% | % | % | % | 7.21% | 7.55% | % | % | % | 0.47% | 0.00% | 0.00% | 0.50% | 0.21 | 0.93 | 1.62 |
| Sundaram Consumption Fund | 9.0 | |
2.08% | 13.73% | 12.00% | 11.90% | 13.54% | 2.98% | 14.73% | 13.00% | 12.86% | 14.49% | 14.12% | -18.70% | -26.59% | -1.78% | 0.93 | 0.27 | 0.58 |
| Sundaram Small Cap Fund | 5.0 | |
13.37% | 17.66% | 17.95% | 17.44% | 14.86% | 14.60% | 18.95% | 19.27% | 18.70% | 15.94% | 15.89% | -22.67% | -14.70% | 2.72% | 0.77 | 0.39 | 0.82 |
| Sundaram Corporate Bond … | 13.0 | |
7.09% | 7.07% | 5.99% | 7.17% | 7.29% | 7.35% | 7.32% | 6.24% | 7.42% | 7.62% | 1.20% | -0.13% | 0.00% | -0.05% | 0.67 | 0.49 | 0.91 |
| Sundaram Focused Fund | 19.0 | |
6.20% | 13.02% | % | % | % | 7.25% | 14.17% | % | % | % | 10.99% | -14.56% | -15.21% | -0.64% | 0.84 | 0.35 | 0.73 |
| Sundaram Infrastructure … | 5.0 | |
21.92% | 22.68% | 19.09% | 17.94% | 16.02% | 22.60% | 23.37% | 19.75% | 18.56% | 16.67% | 15.47% | -22.48% | -18.62% | 1.58% | 0.86 | 0.48 | 0.99 |
| Sundaram Money Market Fu… | 9.0 | |
7.05% | 7.25% | 6.04% | 6.04% | % | 7.20% | 7.37% | 6.15% | 6.15% | % | 0.38% | 0.00% | 0.00% | 1.21% | 0.13 | 2.93 | 3.32 |
| Sundaram Smart Nifty 100… | 17.0 | |
14.64% | 18.53% | % | % | % | 15.19% | 19.11% | % | % | % | 13.74% | -20.67% | -14.28% | % | 0.43 | 0.89 | |
| Sundaram Dividend Yield … | |
11.24% | 15.61% | % | % | % | 12.60% | 17.04% | % | % | % | 12.58% | -18.60% | -14.95% | 0.84% | 0.94 | 0.41 | 0.83 | |
| Sundaram Aggressive Hybr… | 21.0 | |
9.06% | 12.30% | % | % | % | 10.25% | 13.57% | % | % | % | 9.41% | -12.90% | -14.37% | 0.57% | 1.13 | 0.34 | 0.72 |
| Sundaram Large And Midca… | 17.0 | |
15.35% | 16.30% | 13.66% | 14.53% | 14.94% | 16.57% | 17.55% | 14.95% | 15.85% | 16.17% | 13.38% | -18.56% | -18.44% | -1.77% | 0.94 | 0.36 | 0.77 |
| Sundaram Elss Tax Saver … | 11.0 | |
11.36% | 14.44% | % | % | % | 11.96% | 15.06% | % | % | % | 11.30% | -15.01% | -13.78% | 0.26% | 0.85 | 0.39 | 0.79 |
| Sundaram Medium Duration… | 13.0 | |
5.32% | 5.83% | 4.30% | 4.80% | 5.58% | 6.19% | 6.72% | 5.26% | 5.74% | 6.52% | 1.48% | -0.43% | -0.57% | -1.75% | 0.80 | -0.08 | -0.22 |
| Sundaram Equity Savings … | 6.0 | |
6.99% | 10.72% | % | % | % | 8.60% | 12.50% | % | % | % | 5.05% | -4.22% | -4.90% | 0.76% | 1.11 | 0.53 | 1.02 |
| Sundaram Balanced Advant… | 19.0 | |
7.85% | 10.12% | % | % | % | 9.42% | 11.73% | % | % | % | 7.23% | -9.40% | -9.34% | -0.45% | 1.12 | 0.31 | 0.65 |
| Sundaram Financial Servi… | 3.0 | |
18.96% | 18.12% | 14.27% | 16.02% | 16.22% | 20.54% | 19.72% | 15.90% | 17.51% | 17.56% | 12.40% | -12.19% | -13.42% | 4.30% | 1.03 | 0.62 | 1.11 |
| Sundaram Short Duration … | 9.0 | |
6.98% | 7.34% | % | % | % | 7.59% | 7.93% | % | % | % | 1.08% | -0.08% | 0.00% | -0.01% | 0.72 | 0.65 | 1.13 |
| Sundaram Conservative Hy… | 15.0 | |
4.43% | 6.72% | 7.01% | 6.36% | 6.76% | 5.30% | 7.69% | 7.98% | 7.30% | 7.76% | 3.54% | -2.46% | -4.14% | -1.61% | 1.19 | 0.14 | 0.30 |
| Sundaram Banking & Psu F… | 5.0 | |
7.15% | 7.42% | 5.69% | 6.39% | 6.54% | 7.31% | 7.57% | 5.84% | 6.54% | 6.67% | 1.19% | -0.08% | 0.00% | -0.08% | 0.84 | 0.59 | 1.08 |
| Sundaram Services Fund | 5.0 | |
10.50% | 16.30% | 15.80% | 17.92% | % | 11.76% | 17.65% | 17.26% | 19.31% | % | 12.22% | -14.04% | -14.69% | 2.95% | 0.90 | 0.51 | 0.98 |
| Sundaram Arbitrage Fund | 18.0 | |
6.13% | 6.67% | % | % | % | 7.08% | 7.45% | % | % | % | 0.34% | 0.00% | 0.00% | % | 1.54 | 2.15 | |
| Sundaram Large Cap Fund | 27.0 | |
8.38% | 11.80% | 10.94% | % | % | 9.76% | 13.25% | 12.53% | % | % | 10.77% | -14.29% | -12.65% | -1.33% | 0.89 | 0.29 | 0.59 |
| Sundaram Flexi Cap Fund | 16.0 | |
11.60% | 13.79% | % | % | % | 13.14% | 15.49% | % | % | % | 11.46% | -15.07% | -13.87% | % | 0.36 | 0.75 | |
| Sundaram Ultra Short Dur… | 22.0 | |
5.64% | 6.08% | % | % | % | 6.96% | 7.39% | % | % | % | 0.32% | 0.00% | 0.00% | 0.02% | 0.13 | 0.22 | 0.50 |
| Sundaram Overnight Fund | 24.0 | |
5.44% | 6.22% | 5.37% | % | % | 5.54% | 6.32% | 5.47% | % | % | 0.16% | 0.00% | 0.00% | % | 1.23 | 2.14 | |
| Sundaram Diversified Equ… | 21.0 | |
11.10% | 12.53% | 11.87% | 12.19% | 12.62% | 11.68% | 13.15% | 12.51% | 12.76% | 13.20% | 11.25% | -14.97% | -13.60% | -1.57% | 0.85 | 0.31 | 0.64 |
| Sundaram Multi Cap Fund | 9.0 | |
11.52% | 16.41% | % | % | % | 12.70% | 17.68% | % | % | % | 13.25% | -18.39% | -18.52% | -0.01% | 0.91 | 0.39 | 0.82 |
| Sundaram Nifty 100 Equal… | 13.0 | |
14.64% | 18.53% | % | % | % | 15.19% | 19.11% | % | % | % | 13.74% | -20.67% | -14.28% | % | 0.43 | 0.89 |
Return Calculated On: 05 March 2026
Ratios Calculated On: 30 January 2026
| 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 |