Ranked On: 31 December 2024
| 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… | 6 | |
7.83% | 6.01% | 5.62% | 6.32% | % | % | % | % | % | % | 1.21% | -1.05% | -0.62% | % | -0.24 | -0.77 | |
| Sundaram Corporate Bond … | 10 | |
7.78% | 5.95% | 6.39% | 6.91% | 7.19% | 8.03% | 6.19% | 6.63% | 7.20% | 7.51% | 0.91% | -0.45% | 0.00% | % | -0.32 | -0.99 | |
| Sundaram Medium Duration… | 13 | |
6.11% | 4.21% | 4.03% | 4.71% | 5.34% | 7.06% | 5.16% | 5.00% | 5.69% | 6.21% | 1.83% | -2.23% | -2.13% | % | -0.42 | -1.45 | |
| Sundaram Money Market Fu… | 9 | |
7.45% | 6.44% | 5.54% | % | % | 7.56% | 6.53% | 5.63% | % | % | 0.45% | 0.00% | 0.00% | % | -0.34 | -1.11 | |
| Sundaram Overnight Fund | 20 | |
6.58% | 5.98% | 4.83% | % | % | 6.70% | 6.08% | 4.94% | % | % | 0.32% | 0.00% | 0.00% | % | -0.64 | -2.84 | |
| Sundaram Diversified Equ… | 27 | |
9.84% | 9.78% | 14.34% | 9.46% | 10.89% | 10.46% | 10.43% | 14.95% | 10.02% | 11.43% | 12.33% | -10.55% | -14.39% | -0.12% | 0.88 | 0.22 | 0.41 |
| Sundaram Large And Midca… | 16 | |
15.55% | 11.18% | 16.36% | 13.26% | 13.54% | 16.80% | 12.43% | 17.76% | 14.58% | 14.67% | 13.46% | -15.46% | -16.94% | -2.01% | 0.93 | 0.28 | 0.52 |
| Sundaram Large Cap Fund | 17 | |
8.50% | 9.07% | % | % | % | 9.90% | 10.53% | % | % | % | 12.38% | -11.11% | -12.72% | 0.06% | 0.91 | 0.18 | 0.33 |
| Sundaram Mid Cap Fund | 5 | |
22.49% | 20.35% | 21.53% | 13.13% | 14.79% | 23.52% | 21.39% | 22.56% | 14.06% | 15.62% | 14.32% | -12.29% | -14.85% | 4.13% | 0.84 | 0.65 | 1.14 |
| Sundaram Services Fund | 8 | |
15.55% | 13.32% | 19.73% | % | % | 16.91% | 14.76% | 21.23% | % | % | 13.45% | -12.11% | -17.26% | 2.52% | 0.92 | 0.32 | 0.59 |
| Sundaram Financial Servi… | 5 | |
6.09% | 14.33% | 13.48% | 12.26% | 11.77% | 7.53% | 15.99% | 15.05% | 13.62% | 12.95% | 14.43% | -12.05% | -16.27% | 6.60% | 0.95 | 0.38 | 0.66 |
| Sundaram Consumption Fund | 3 | |
15.63% | 16.01% | 16.16% | 11.13% | 13.59% | 16.64% | 17.04% | 17.17% | 12.07% | 14.48% | 13.91% | -9.10% | -11.06% | 6.36% | 0.86 | 0.46 | 0.83 |
| Sundaram Infrastructure … | 12 | |
18.11% | 17.41% | 21.91% | 12.39% | 13.45% | 18.81% | 18.07% | 22.55% | 13.02% | 14.04% | 14.53% | -12.68% | -17.65% | 9.21% | 0.95 | 0.46 | 0.91 |
| Sundaram Small Cap Fund | 17 | |
13.20% | 15.63% | 24.64% | 11.57% | 13.47% | 14.46% | 16.96% | 25.99% | 12.72% | 14.43% | 14.39% | -16.13% | -14.30% | 5.31% | 0.70 | 0.41 | 0.77 |
| Sundaram Conservative Hy… | 13 | |
7.01% | 6.11% | 7.99% | 5.75% | 6.81% | 8.12% | 7.13% | 8.98% | 6.79% | 7.73% | 3.49% | -2.84% | -3.16% | % | -0.03 | -0.10 |
Return Calculated On: 17 January 2025
Ratios Calculated On: 31 December 2024
| 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 |