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 | |
6.95% | 7.25% | 5.59% | 6.43% | 6.53% | 7.11% | 7.39% | 5.75% | 6.58% | 6.66% | 1.11% | -0.08% | 0.00% | 1.10% | 0.81 | 1.02 | 1.52 |
| Sundaram Corporate Bond … | 13.0 | |
6.97% | 7.07% | 5.81% | 7.18% | 7.21% | 7.22% | 7.31% | 6.06% | 7.43% | 7.54% | 1.14% | -0.13% | 0.00% | 2.07% | 0.63 | 0.80 | 1.30 |
| Sundaram Low Duration Fu… | 18.0 | |
6.45% | 6.73% | % | % | % | 7.27% | 7.54% | % | % | % | 0.41% | 0.00% | 0.00% | 5.21% | 0.15 | 3.13 | 2.67 |
| Sundaram Medium Duration… | 13.0 | |
5.25% | 5.61% | 3.97% | 4.80% | 5.54% | 6.11% | 6.50% | 4.93% | 5.73% | 6.46% | 1.42% | -0.43% | -0.35% | -0.50% | 0.79 | 0.03 | 0.06 |
| Sundaram Money Market Fu… | 9.0 | |
7.13% | 7.23% | 5.97% | 6.06% | % | 7.29% | 7.35% | 6.07% | 6.17% | % | 0.34% | 0.00% | 0.00% | 6.16% | 0.09 | 11.99 | 4.53 |
| Sundaram Overnight Fund | 26.0 | |
5.63% | 6.28% | 5.32% | % | % | 5.72% | 6.38% | 5.43% | % | % | 0.33% | 0.00% | 0.00% | % | 0.45 | 1.28 | |
| Sundaram Short Duration … | 11.0 | |
6.86% | 7.19% | % | % | % | 7.52% | 7.78% | % | % | % | 1.03% | -0.08% | 0.00% | 1.71% | 0.70 | 1.00 | 1.52 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.71% | 6.08% | % | % | % | 7.03% | 7.39% | % | % | % | 0.27% | 0.00% | 0.00% | 4.98% | 0.09 | 1.14 | 1.59 |
| Sundaram Dividend Yield … | |
4.13% | 15.54% | % | % | % | 5.40% | 16.98% | % | % | % | 12.59% | -18.60% | -14.95% | 1.13% | 0.94 | 0.42 | 0.84 | |
| Sundaram Elss Tax Saver … | 10.0 | |
6.29% | 13.75% | % | % | % | 6.85% | 14.37% | % | % | % | 11.25% | -15.01% | -13.61% | 1.20% | 0.85 | 0.40 | 0.82 |
| Sundaram Diversified Equ… | 20.0 | |
5.98% | 11.99% | 13.68% | 12.67% | 12.39% | 6.53% | 12.60% | 14.32% | 13.25% | 12.96% | 11.20% | -14.97% | -13.60% | -0.57% | 0.85 | 0.33 | 0.67 |
| Sundaram Flexi Cap Fund | 12.0 | |
6.01% | 13.37% | % | % | % | 7.46% | 15.08% | % | % | % | 11.45% | -15.07% | -13.87% | % | 0.37 | 0.76 | |
| Sundaram Focused Fund | 18.0 | |
2.12% | 13.02% | % | % | % | 3.11% | 14.17% | % | % | % | 11.14% | -14.56% | -15.79% | -0.45% | 0.85 | 0.33 | 0.69 |
| Sundaram Large And Midca… | 16.0 | |
4.71% | 14.98% | 15.65% | 14.49% | 14.62% | 5.80% | 16.22% | 16.96% | 15.80% | 15.83% | 13.41% | -18.56% | -18.44% | -1.84% | 0.94 | 0.37 | 0.77 |
| Sundaram Large Cap Fund | 26.0 | |
4.85% | 11.02% | 12.28% | % | % | 6.19% | 12.46% | 13.90% | % | % | 10.93% | -14.29% | -14.07% | -1.13% | 0.89 | 0.27 | 0.56 |
| Sundaram Mid Cap Fund | 6.0 | |
6.31% | 22.76% | 20.55% | 17.23% | 15.49% | 7.20% | 23.78% | 21.58% | 18.21% | 16.37% | 15.04% | -20.37% | -20.80% | 2.03% | 0.93 | 0.55 | 1.18 |
| Sundaram Multi Cap Fund | 7.0 | |
3.01% | 15.85% | % | % | % | 4.09% | 17.12% | % | % | % | 13.14% | -18.39% | -18.52% | 0.49% | 0.90 | 0.42 | 0.86 |
| Sundaram Services Fund | 6.0 | |
8.21% | 16.93% | 18.44% | 18.76% | % | 9.43% | 18.29% | 19.93% | 20.15% | % | 12.19% | -14.04% | -13.47% | 3.44% | 0.90 | 0.52 | 1.00 |
| Sundaram Financial Servi… | 5.0 | |
19.24% | 17.49% | 16.67% | 16.16% | 16.16% | 20.81% | 19.12% | 18.34% | 17.64% | 17.49% | 13.03% | -12.19% | -14.53% | 2.65% | 1.05 | 0.47 | 0.88 |
| Sundaram Consumption Fund | 10.0 | |
-2.05% | 14.39% | 13.51% | 12.45% | 13.79% | -1.19% | 15.39% | 14.51% | 13.41% | 14.73% | 13.45% | -18.70% | -17.72% | -1.12% | 0.92 | 0.34 | 0.73 |
| Sundaram Infrastructure … | 4.0 | |
3.18% | 19.29% | 20.78% | 16.94% | 14.39% | 3.73% | 19.96% | 21.44% | 17.55% | 15.02% | 15.49% | -22.48% | -18.62% | 1.42% | 0.87 | 0.49 | 0.99 |
| Sundaram Small Cap Fund | 5.0 | |
0.02% | 17.86% | 20.81% | 17.62% | 14.09% | 1.10% | 19.16% | 22.15% | 18.87% | 15.15% | 15.80% | -22.67% | -14.67% | 2.96% | 0.78 | 0.41 | 0.85 |
| Sundaram Aggressive Hybr… | 24.0 | |
5.48% | 11.72% | % | % | % | 6.64% | 13.00% | % | % | % | 9.59% | -12.90% | -14.37% | -1.30% | 1.16 | 0.32 | 0.67 |
| Sundaram Arbitrage Fund | 17.0 | |
6.12% | 6.69% | % | % | % | 7.07% | 7.45% | % | % | % | 0.35% | 0.00% | 0.00% | % | 2.13 | 2.67 | |
| Sundaram Conservative Hy… | 17.0 | |
3.83% | 6.74% | 7.36% | 6.49% | 6.71% | 4.73% | 7.73% | 8.34% | 7.43% | 7.70% | 3.52% | -2.46% | -4.14% | -3.04% | 1.22 | 0.18 | 0.38 |
| Sundaram Balanced Advant… | 22.0 | |
5.42% | 9.78% | % | % | % | 6.96% | 11.39% | % | % | % | 7.35% | -9.40% | -9.34% | -2.02% | 1.15 | 0.30 | 0.62 |
| Sundaram Equity Savings … | 7.0 | |
5.75% | 10.65% | % | % | % | 7.35% | 12.44% | % | % | % | 5.09% | -4.22% | -4.90% | -0.16% | 1.12 | 0.53 | 1.03 |
| Sundaram Smart Nifty 100… | 21.0 | |
6.97% | 16.11% | % | % | % | 7.49% | 16.67% | % | % | % | 14.13% | -20.67% | -18.31% | % | 0.38 | 0.79 | |
| Sundaram Nifty 100 Equal… | 21.0 | |
6.97% | 16.11% | % | % | % | 7.49% | 16.67% | % | % | % | 14.13% | -20.67% | -18.31% | % | 0.38 | 0.79 |
Return Calculated On: 23 January 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 |