Ranked On: 31 December 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… | 5.0 | |
7.08% | 7.36% | 5.67% | 6.43% | 6.55% | 7.23% | 7.50% | 5.83% | 6.59% | 6.68% | 1.11% | -0.08% | 0.00% | 1.10% | 0.81 | 1.02 | 1.52 |
| Sundaram Corporate Bond … | 13.0 | |
6.96% | 7.09% | 5.97% | 7.19% | 7.30% | 7.22% | 7.33% | 6.22% | 7.44% | 7.63% | 1.14% | -0.13% | 0.00% | 2.07% | 0.63 | 0.80 | 1.30 |
| Sundaram Low Duration Fu… | 18.0 | |
6.47% | 6.74% | % | % | % | 7.30% | 7.55% | % | % | % | 0.41% | 0.00% | 0.00% | 5.21% | 0.15 | 3.13 | 2.67 |
| Sundaram Medium Duration… | 13.0 | |
5.15% | 5.72% | 4.12% | 4.81% | 5.61% | 6.01% | 6.61% | 5.07% | 5.75% | 6.54% | 1.42% | -0.43% | -0.35% | -0.50% | 0.79 | 0.03 | 0.06 |
| Sundaram Money Market Fu… | 9.0 | |
7.12% | 7.25% | 6.02% | 6.06% | % | 7.28% | 7.37% | 6.12% | 6.16% | % | 0.34% | 0.00% | 0.00% | 6.16% | 0.09 | 11.99 | 4.53 |
| Sundaram Overnight Fund | 26.0 | |
5.53% | 6.25% | 5.35% | % | % | 5.62% | 6.35% | 5.45% | % | % | 0.33% | 0.00% | 0.00% | % | 0.45 | 1.28 | |
| Sundaram Short Duration … | 11.0 | |
6.92% | 7.28% | % | % | % | 7.55% | 7.87% | % | % | % | 1.03% | -0.08% | 0.00% | 1.71% | 0.70 | 1.00 | 1.52 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.70% | 6.09% | % | % | % | 7.02% | 7.39% | % | % | % | 0.27% | 0.00% | 0.00% | 4.98% | 0.09 | 1.14 | 1.59 |
| Sundaram Dividend Yield … | |
10.88% | 16.91% | % | % | % | 12.23% | 18.36% | % | % | % | 12.59% | -18.60% | -14.95% | 1.13% | 0.94 | 0.42 | 0.84 | |
| Sundaram Elss Tax Saver … | 10.0 | |
12.43% | 16.09% | % | % | % | 13.03% | 16.73% | % | % | % | 11.25% | -15.01% | -13.61% | 1.20% | 0.85 | 0.40 | 0.82 |
| Sundaram Diversified Equ… | 20.0 | |
11.55% | 13.98% | 12.80% | 13.55% | 13.76% | 12.14% | 14.61% | 13.44% | 14.13% | 14.34% | 11.20% | -14.97% | -13.60% | -0.57% | 0.85 | 0.33 | 0.67 |
| Sundaram Flexi Cap Fund | 12.0 | |
12.25% | 15.51% | % | % | % | 13.80% | 17.24% | % | % | % | 11.45% | -15.07% | -13.87% | % | 0.37 | 0.76 | |
| Sundaram Focused Fund | 18.0 | |
7.41% | 14.92% | % | % | % | 8.46% | 16.09% | % | % | % | 11.14% | -14.56% | -15.79% | -0.45% | 0.85 | 0.33 | 0.69 |
| Sundaram Large And Midca… | 16.0 | |
15.41% | 17.87% | 15.00% | 15.84% | 15.95% | 16.62% | 19.14% | 16.30% | 17.16% | 17.18% | 13.41% | -18.56% | -18.44% | -1.84% | 0.94 | 0.37 | 0.77 |
| Sundaram Large Cap Fund | 26.0 | |
8.56% | 12.95% | 11.42% | % | % | 9.94% | 14.41% | 13.03% | % | % | 10.93% | -14.29% | -14.07% | -1.13% | 0.89 | 0.27 | 0.56 |
| Sundaram Mid Cap Fund | 6.0 | |
19.60% | 25.69% | 20.44% | 19.08% | 17.08% | 20.61% | 26.74% | 21.47% | 20.08% | 17.98% | 15.04% | -20.37% | -20.80% | 2.03% | 0.93 | 0.55 | 1.18 |
| Sundaram Multi Cap Fund | 7.0 | |
13.98% | 18.39% | % | % | % | 15.18% | 19.68% | % | % | % | 13.14% | -18.39% | -18.52% | 0.49% | 0.90 | 0.42 | 0.86 |
| Sundaram Services Fund | 6.0 | |
14.69% | 19.10% | 17.38% | 19.54% | % | 15.99% | 20.48% | 18.86% | 20.95% | % | 12.19% | -14.04% | -13.47% | 3.44% | 0.90 | 0.52 | 1.00 |
| Sundaram Financial Servi… | 5.0 | |
22.49% | 20.26% | 14.86% | 17.05% | 17.79% | 24.10% | 21.91% | 16.50% | 18.54% | 19.14% | 13.03% | -12.19% | -14.53% | 2.65% | 1.05 | 0.47 | 0.88 |
| Sundaram Consumption Fund | 10.0 | |
4.00% | 15.82% | 13.53% | 13.70% | 15.00% | 4.92% | 16.83% | 14.54% | 14.68% | 15.95% | 13.45% | -18.70% | -17.72% | -1.12% | 0.92 | 0.34 | 0.73 |
| Sundaram Infrastructure … | 4.0 | |
21.65% | 23.73% | 20.50% | 19.30% | 16.63% | 22.31% | 24.43% | 21.17% | 19.92% | 17.28% | 15.49% | -22.48% | -18.62% | 1.42% | 0.87 | 0.49 | 0.99 |
| Sundaram Small Cap Fund | 5.0 | |
14.90% | 20.69% | 20.56% | 19.85% | 16.00% | 16.15% | 22.02% | 21.90% | 21.13% | 17.08% | 15.80% | -22.67% | -14.67% | 2.96% | 0.78 | 0.41 | 0.85 |
| Sundaram Aggressive Hybr… | 24.0 | |
10.23% | 13.44% | % | % | % | 11.43% | 14.73% | % | % | % | 9.59% | -12.90% | -14.37% | -1.30% | 1.16 | 0.32 | 0.67 |
| Sundaram Arbitrage Fund | 17.0 | |
6.05% | 6.66% | % | % | % | 7.00% | 7.43% | % | % | % | 0.35% | 0.00% | 0.00% | % | 2.13 | 2.67 | |
| Sundaram Conservative Hy… | 17.0 | |
4.15% | 6.94% | 7.08% | 6.63% | 6.89% | 5.04% | 7.92% | 8.06% | 7.57% | 7.89% | 3.52% | -2.46% | -4.14% | -3.04% | 1.22 | 0.18 | 0.38 |
| Sundaram Balanced Advant… | 22.0 | |
8.85% | 11.23% | % | % | % | 10.44% | 12.86% | % | % | % | 7.35% | -9.40% | -9.34% | -2.02% | 1.15 | 0.30 | 0.62 |
| Sundaram Equity Savings … | 7.0 | |
7.81% | 11.50% | % | % | % | 9.43% | 13.31% | % | % | % | 5.09% | -4.22% | -4.90% | -0.16% | 1.12 | 0.53 | 1.03 |
| Sundaram Smart Nifty 100… | 21.0 | |
15.52% | 19.82% | % | % | % | 16.09% | 20.40% | % | % | % | 14.13% | -20.67% | -18.31% | % | 0.38 | 0.79 | |
| Sundaram Nifty 100 Equal… | 21.0 | |
15.52% | 19.82% | % | % | % | 16.09% | 20.40% | % | % | % | 14.13% | -20.67% | -18.31% | % | 0.38 | 0.79 |
Return Calculated On: 12 February 2026
Ratios Calculated On: 31 December 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 |