Ranked On: 28 November 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 | |
7.58% | 7.46% | 5.64% | 6.55% | 6.60% | 7.73% | 7.60% | 5.80% | 6.70% | 6.73% | 1.08% | -0.08% | 0.00% | 0.99% | 0.82 | 1.17 | 1.65 |
| Sundaram Corporate Bond … | 12.0 | |
7.54% | 7.24% | 5.77% | 7.28% | 7.28% | 7.79% | 7.48% | 6.02% | 7.53% | 7.61% | 1.09% | -0.13% | 0.00% | 2.47% | 0.60 | 1.01 | 1.53 |
| Sundaram Low Duration Fu… | 17.0 | |
6.81% | 6.82% | % | % | % | 7.63% | 7.64% | % | % | % | 0.39% | 0.00% | 0.00% | 5.43% | 0.13 | 4.18 | 2.96 |
| Sundaram Medium Duration… | 13.0 | |
5.67% | 5.77% | 3.91% | 4.85% | 5.53% | 6.52% | 6.67% | 4.86% | 5.78% | 6.46% | 1.42% | -0.43% | -0.35% | -0.91% | 0.82 | 0.02 | 0.05 |
| Sundaram Money Market Fu… | 9.0 | |
7.37% | 7.28% | 5.97% | 6.11% | % | 7.53% | 7.40% | 6.07% | 6.22% | % | 0.33% | 0.00% | 0.00% | 6.23% | 0.08 | 12.43 | 4.67 |
| Sundaram Overnight Fund | 23.0 | |
5.71% | 6.29% | 5.30% | % | % | 5.81% | 6.39% | 5.40% | % | % | 0.15% | 0.00% | 0.00% | % | 3.37 | 4.00 | |
| Sundaram Short Duration … | 12.0 | |
7.31% | 7.34% | % | % | % | 7.97% | 7.93% | % | % | % | 1.02% | -0.08% | 0.00% | 1.78% | 0.69 | 1.07 | 1.60 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.93% | 6.14% | % | % | % | 7.27% | 7.45% | % | % | % | 0.26% | 0.00% | 0.00% | 5.08% | 0.08 | 1.46 | 1.84 |
| Sundaram Dividend Yield … | |
3.32% | 16.82% | % | % | % | 4.57% | 18.29% | % | % | % | 12.87% | -18.60% | -14.95% | 0.84% | 0.94 | 0.36 | 0.73 | |
| Sundaram Elss Tax Saver … | 11.0 | |
7.73% | 15.44% | % | % | % | 8.29% | 16.07% | % | % | % | 11.49% | -15.01% | -14.16% | 1.13% | 0.85 | 0.35 | 0.72 |
| Sundaram Diversified Equ… | 26.0 | |
7.12% | 13.63% | 15.15% | 13.06% | 12.06% | 7.67% | 14.25% | 15.80% | 13.64% | 12.62% | 11.44% | -14.97% | -14.42% | -0.82% | 0.85 | 0.28 | 0.56 |
| Sundaram Flexi Cap Fund | 16.0 | |
7.16% | 14.85% | % | % | % | 8.64% | 16.59% | % | % | % | 11.60% | -15.07% | -13.87% | % | 0.33 | 0.68 | |
| Sundaram Focused Fund | 19.0 | |
2.03% | 13.81% | % | % | % | 3.02% | 14.98% | % | % | % | 11.40% | -14.56% | -15.21% | -0.95% | 0.86 | 0.27 | 0.57 |
| Sundaram Large And Midca… | 16.0 | |
3.56% | 16.52% | 17.39% | 14.91% | 14.55% | 4.64% | 17.78% | 18.72% | 16.23% | 15.76% | 13.57% | -18.56% | -18.44% | -1.79% | 0.94 | 0.34 | 0.70 |
| Sundaram Large Cap Fund | 27.0 | |
5.24% | 12.08% | 13.43% | % | % | 6.58% | 13.53% | 15.08% | % | % | 11.17% | -14.29% | -14.19% | -1.13% | 0.89 | 0.22 | 0.45 |
| Sundaram Mid Cap Fund | 5.0 | |
4.09% | 24.33% | 22.69% | 17.53% | 15.18% | 4.96% | 25.36% | 23.73% | 18.52% | 16.05% | 15.14% | -20.37% | -20.80% | 1.86% | 0.93 | 0.53 | 1.13 |
| Sundaram Multi Cap Fund | 8.0 | |
4.61% | 17.62% | % | % | % | 5.71% | 18.90% | % | % | % | 13.34% | -18.39% | -18.52% | 0.42% | 0.91 | 0.38 | 0.79 |
| Sundaram Services Fund | 6.0 | |
10.63% | 18.52% | 20.05% | 19.61% | % | 11.88% | 19.89% | 21.57% | 21.01% | % | 12.48% | -14.04% | -13.86% | 3.11% | 0.91 | 0.45 | 0.88 |
| Sundaram Financial Servi… | 5.0 | |
16.94% | 17.75% | 17.20% | 16.26% | 15.32% | 18.48% | 19.40% | 18.87% | 17.73% | 16.64% | 12.97% | -12.19% | -14.08% | 3.18% | 1.04 | 0.48 | 0.88 |
| Sundaram Consumption Fund | 5.0 | |
-0.07% | 16.08% | 15.32% | 13.17% | 13.92% | 0.80% | 17.08% | 16.34% | 14.14% | 14.87% | 13.54% | -18.70% | -17.72% | -0.08% | 0.90 | 0.33 | 0.70 |
| Sundaram Infrastructure … | 4.0 | |
4.14% | 21.84% | 22.77% | 17.79% | 14.29% | 4.69% | 22.52% | 23.43% | 18.40% | 14.91% | 15.67% | -22.48% | -18.62% | 1.84% | 0.87 | 0.45 | 0.93 |
| Sundaram Small Cap Fund | 4.0 | |
0.39% | 19.86% | 22.21% | 18.24% | 13.53% | 1.48% | 21.18% | 23.57% | 19.50% | 14.57% | 15.83% | -22.67% | -14.67% | 3.39% | 0.78 | 0.40 | 0.85 |
| Sundaram Aggressive Hybr… | 18.0 | |
4.46% | 12.49% | % | % | % | 5.61% | 13.78% | % | % | % | 9.67% | -12.90% | -14.37% | -0.71% | 1.15 | 0.30 | 0.63 |
| Sundaram Arbitrage Fund | 17.0 | |
6.19% | 6.68% | % | % | % | 7.15% | 7.43% | % | % | % | 0.36% | 0.00% | 0.00% | % | 2.63 | 2.85 | |
| Sundaram Conservative Hy… | 17.0 | |
4.26% | 7.09% | 7.67% | 6.63% | 6.68% | 5.21% | 8.10% | 8.65% | 7.58% | 7.67% | 3.57% | -2.46% | -4.14% | -3.58% | 1.25 | 0.14 | 0.29 |
| Sundaram Balanced Advant… | 18.0 | |
5.14% | 10.45% | % | % | % | 6.67% | 12.07% | % | % | % | 7.36% | -9.40% | -9.34% | -1.34% | 1.13 | 0.29 | 0.60 |
| Sundaram Equity Savings … | 4.0 | |
6.39% | 11.18% | % | % | % | 8.01% | 12.99% | % | % | % | 5.15% | -4.22% | -5.15% | 0.22% | 1.11 | 0.50 | 0.99 |
| Sundaram Smart Nifty 100… | 50.0 | |
8.21% | 17.40% | % | % | % | 8.73% | 17.96% | % | % | % | 14.37% | -20.67% | -17.48% | % | 0.33 | 0.69 | |
| Sundaram Nifty 100 Equal… | 50.0 | |
8.21% | 17.40% | % | % | % | 8.73% | 17.96% | % | % | % | 14.37% | -20.67% | -17.48% | % | 0.33 | 0.69 |
Return Calculated On: 31 December 2025
Ratios Calculated On: 28 November 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 |