Ranked On: 27 February 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 Banking & Psu F… | 5.0 | |
5.96% | 7.09% | 5.58% | 6.20% | 6.47% | 6.12% | 7.23% | 5.73% | 6.36% | 6.60% | 1.15% | -0.08% | 0.00% | 0.07% | 0.81 | 0.85 | 1.42 |
| Sundaram Corporate Bond … | 14.0 | |
5.78% | 6.79% | 5.79% | 6.87% | 7.08% | 6.05% | 7.04% | 6.04% | 7.12% | 7.41% | 1.20% | -0.13% | 0.00% | -0.03% | 0.68 | 0.61 | 1.09 |
| Sundaram Low Duration Fu… | 18.0 | |
5.85% | 6.58% | % | % | % | 6.67% | 7.38% | % | % | % | 0.46% | 0.00% | 0.00% | 0.70% | 0.20 | 1.32 | 2.13 |
| Sundaram Medium Duration… | 13.0 | |
4.05% | 5.34% | 4.07% | 4.57% | 5.31% | 4.92% | 6.22% | 5.03% | 5.51% | 6.25% | 1.39% | -0.43% | -0.25% | -1.51% | 0.76 | 0.04 | 0.08 |
| Sundaram Money Market Fu… | 9.0 | |
6.60% | 7.12% | 6.02% | 6.00% | % | 6.73% | 7.25% | 6.13% | 6.10% | % | 0.36% | 0.00% | 0.00% | 1.43% | 0.11 | 4.12 | 4.09 |
| Sundaram Overnight Fund | 24.0 | |
5.37% | 6.18% | 5.39% | 5.12% | % | 5.47% | 6.28% | 5.49% | 5.22% | % | 0.18% | 0.00% | 0.00% | % | 1.46 | 2.51 | |
| Sundaram Short Duration … | 8.0 | |
6.06% | 7.03% | % | % | % | 6.64% | 7.60% | % | % | % | 1.04% | -0.08% | 0.00% | 0.19% | 0.70 | 0.93 | 1.49 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.34% | 5.99% | % | % | % | 6.65% | 7.29% | % | % | % | 0.31% | 0.00% | 0.00% | 0.20% | 0.12 | 0.54 | 1.11 |
| Sundaram Dividend Yield … | |
-0.07% | 15.10% | % | % | % | 1.16% | 16.53% | % | % | % | 12.59% | -18.60% | -14.95% | -0.70% | 0.95 | 0.41 | 0.83 | |
| Sundaram Elss Tax Saver … | 18.0 | |
-0.23% | 14.05% | % | % | % | 0.31% | 14.68% | % | % | % | 11.25% | -15.01% | -13.78% | -0.46% | 0.86 | 0.41 | 0.85 |
| Sundaram Value Fund | 24.0 | |
-0.87% | 11.97% | 11.52% | 10.85% | 11.37% | -0.34% | 12.58% | 12.15% | 11.42% | 11.94% | 11.22% | -14.97% | -13.60% | -2.32% | 0.86 | 0.34 | 0.69 |
| Sundaram Flexi Cap Fund | 19.0 | |
-0.02% | 13.41% | % | % | % | 1.36% | 15.09% | % | % | % | 11.46% | -15.07% | -13.87% | % | 0.38 | 0.78 | |
| Sundaram Focused Fund | 21.0 | |
-1.97% | 12.94% | % | % | % | -1.00% | 14.09% | % | % | % | 11.03% | -14.56% | -15.21% | -1.99% | 0.86 | 0.35 | 0.73 |
| Sundaram Large And Midca… | 16.0 | |
1.42% | 15.89% | 13.40% | 13.25% | 13.98% | 2.50% | 17.14% | 14.69% | 14.56% | 15.21% | 13.39% | -18.56% | -18.44% | -2.33% | 0.95 | 0.39 | 0.83 |
| Sundaram Large Cap Fund | 27.0 | |
-1.79% | 11.37% | 10.57% | % | % | -0.54% | 12.80% | 12.14% | % | % | 10.72% | -14.29% | -12.65% | -2.21% | 0.90 | 0.31 | 0.63 |
| Sundaram Mid Cap Fund | 6.0 | |
7.08% | 23.75% | 18.88% | 16.50% | 15.06% | 7.98% | 24.79% | 19.90% | 17.48% | 15.95% | 15.06% | -20.37% | -20.80% | 1.40% | 0.93 | 0.56 | 1.21 |
| Sundaram Multi Cap Fund | 11.0 | |
-0.09% | 16.12% | % | % | % | 0.97% | 17.38% | % | % | % | 13.24% | -18.39% | -18.52% | -1.02% | 0.92 | 0.41 | 0.86 |
| Sundaram Services Fund | 11.0 | |
1.30% | 15.99% | 15.94% | 16.56% | % | 2.47% | 17.33% | 17.39% | 17.94% | % | 12.38% | -14.04% | -14.69% | 0.71% | 0.92 | 0.47 | 0.92 |
| Sundaram Financial Servi… | 5.0 | |
3.90% | 17.14% | 13.81% | 13.90% | 15.03% | 5.28% | 18.72% | 15.43% | 15.37% | 16.37% | 12.44% | -12.19% | -13.42% | 2.90% | 1.02 | 0.61 | 1.09 |
| Sundaram Consumption Fund | 9.0 | |
-5.26% | 12.80% | 11.89% | 10.95% | 12.62% | -4.42% | 13.79% | 12.89% | 11.91% | 13.56% | 14.08% | -18.70% | -26.59% | -2.84% | 0.94 | 0.28 | 0.62 |
| Sundaram Infrastructure … | 7.0 | |
8.77% | 22.14% | 19.37% | 16.73% | 15.07% | 9.39% | 22.83% | 20.04% | 17.34% | 15.72% | 15.61% | -22.48% | -18.62% | 1.61% | 0.87 | 0.54 | 1.11 |
| Sundaram Small Cap Fund | 7.0 | |
4.01% | 18.06% | 18.04% | 16.38% | 13.99% | 5.15% | 19.36% | 19.35% | 17.63% | 15.06% | 15.90% | -22.67% | -14.70% | 1.20% | 0.78 | 0.39 | 0.83 |
| Sundaram Aggressive Hybr… | 20.0 | |
-0.43% | 11.74% | % | % | % | 0.66% | 13.00% | % | % | % | 9.37% | -12.90% | -14.37% | 0.23% | 1.13 | 0.36 | 0.76 |
| Sundaram Arbitrage Fund | 18.0 | |
6.12% | 6.70% | % | % | % | 7.07% | 7.49% | % | % | % | 0.33% | 0.00% | 0.00% | % | 2.22 | 2.62 | |
| Sundaram Conservative Hy… | 17.0 | |
0.60% | 6.18% | 6.81% | 5.94% | 6.43% | 1.41% | 7.13% | 7.78% | 6.86% | 7.42% | 3.52% | -2.46% | -4.14% | -1.94% | 1.19 | 0.16 | 0.34 |
| Sundaram Balanced Advant… | 21.0 | |
0.25% | 9.58% | % | % | % | 1.72% | 11.18% | % | % | % | 7.22% | -9.40% | -9.34% | -0.90% | 1.13 | 0.33 | 0.67 |
| Sundaram Equity Savings … | 10.0 | |
2.21% | 10.79% | % | % | % | 3.75% | 12.56% | % | % | % | 5.08% | -4.22% | -4.90% | 0.45% | 1.11 | 0.53 | 1.03 |
| Sundaram Smart Nifty 100… | 21.0 | |
2.79% | 17.60% | % | % | % | 3.29% | 18.17% | % | % | % | 13.63% | -20.67% | -14.28% | % | 0.48 | 0.99 |
Return Calculated On: 25 March 2026
Ratios Calculated On: 27 February 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 |