Ranked On: 31 January 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 Mid Cap Fund | 4.0 | |
8.77% | 20.75% | 18.96% | 12.88% | 13.57% | 9.69% | 21.80% | 19.97% | 13.82% | 14.40% | 15.34% | -11.23% | -18.98% | 2.60% | 0.91 | 0.47 | 0.90 |
| Sundaram Consumption Fund | 1.0 | |
10.24% | 16.77% | 14.58% | 11.44% | 13.19% | 11.20% | 17.81% | 15.58% | 12.38% | 14.08% | 14.28% | -11.11% | -12.46% | 1.71% | 0.90 | 0.39 | 0.72 |
| Sundaram Small Cap Fund | 12.0 | |
-1.58% | 16.42% | 21.50% | 11.46% | 12.17% | -0.49% | 17.75% | 22.83% | 12.60% | 13.13% | 15.10% | -14.15% | -24.02% | 3.31% | 0.75 | 0.32 | 0.62 |
| Sundaram Corporate Bond … | 8.0 | |
7.70% | 6.06% | 6.19% | 7.07% | 7.25% | 7.94% | 6.30% | 6.44% | 7.35% | 7.57% | 0.89% | -0.45% | 0.00% | 2.98% | 0.42 | -0.25 | -0.76 |
| Sundaram Focused Fund | 13.0 | |
7.43% | 11.85% | % | % | % | 8.54% | 13.04% | % | % | % | 13.88% | -14.71% | -18.72% | -2.01% | 0.96 | 0.16 | 0.30 |
| Sundaram Infrastructure … | 13.0 | |
2.26% | 18.38% | 19.72% | 12.40% | 12.06% | 2.87% | 19.05% | 20.36% | 13.02% | 12.64% | 15.45% | -13.02% | -19.55% | 1.15% | 0.89 | 0.33 | 0.68 |
| Sundaram Money Market Fu… | 9.0 | |
7.48% | 6.57% | 5.57% | % | % | 7.61% | 6.67% | 5.65% | % | % | 0.41% | 0.00% | 0.00% | 4.25% | 0.25 | -0.25 | -0.77 |
| Sundaram Dividend Yield … | |
0.08% | 13.86% | % | % | % | 1.37% | 15.20% | % | % | % | 12.88% | -11.02% | -15.70% | 2.20% | 0.89 | 0.29 | 0.56 | |
| Sundaram Large And Midca… | 18.0 | |
5.34% | 12.30% | 14.68% | 13.01% | 12.75% | 6.47% | 13.56% | 16.06% | 14.31% | 13.87% | 14.13% | -13.91% | -17.68% | -2.96% | 0.95 | 0.20 | 0.38 |
| Sundaram Elss Tax Saver … | 15.0 | |
5.61% | 12.40% | % | % | % | 6.19% | 13.04% | % | % | % | 12.59% | -11.06% | -15.96% | 0.08% | 0.88 | 0.21 | 0.40 |
| Sundaram Medium Duration… | 12.0 | |
5.96% | 4.28% | 3.79% | 4.83% | 5.32% | 6.90% | 5.23% | 4.75% | 5.80% | 6.19% | 1.81% | -2.23% | -2.13% | -1.10% | 0.85 | -0.37 | -1.24 |
| Sundaram Balanced Advant… | 15.0 | |
5.08% | 9.54% | % | % | % | 6.59% | 11.19% | % | % | % | 7.66% | -5.74% | -8.83% | -0.19% | 1.03 | 0.17 | 0.34 |
| Sundaram Financial Servi… | 5.0 | |
3.09% | 15.59% | 13.51% | 13.08% | 11.84% | 4.48% | 17.27% | 15.10% | 14.44% | 13.03% | 14.69% | -13.12% | -17.11% | 6.07% | 0.95 | 0.32 | 0.55 |
| Sundaram Short Duration … | 6.0 | |
7.72% | 6.23% | % | % | % | 8.32% | 6.83% | % | % | % | 1.00% | -0.36% | 0.00% | 2.14% | 0.58 | -0.19 | -0.55 |
| Sundaram Conservative Hy… | 13.0 | |
5.22% | 6.47% | 7.68% | 6.03% | 6.80% | 6.28% | 7.49% | 8.65% | 7.06% | 7.72% | 3.48% | -2.38% | -3.16% | -1.16% | 1.03 | -0.02 | -0.08 |
| Sundaram Banking & Psu F… | 8.0 | |
7.79% | 6.02% | 5.58% | 6.41% | % | % | % | % | % | % | 1.19% | -1.05% | -0.62% | 1.23% | 0.74 | -0.17 | -0.53 |
| Sundaram Services Fund | 5.0 | |
9.35% | 15.24% | 17.48% | % | % | 10.63% | 16.68% | 18.96% | % | % | 13.65% | -10.50% | -17.35% | 2.10% | 0.92 | 0.29 | 0.55 |
| Sundaram Large Cap Fund | 18.0 | |
3.63% | 10.81% | % | % | % | 4.97% | 12.29% | % | % | % | 12.58% | -10.41% | -15.24% | -0.19% | 0.91 | 0.16 | 0.29 |
| Sundaram Overnight Fund | 19.0 | |
6.56% | 6.08% | 4.87% | % | % | 6.68% | 6.18% | 4.97% | % | % | 0.31% | 0.00% | 0.00% | % | -0.59 | -2.50 | |
| Sundaram Diversified Equ… | 23.0 | |
4.09% | 11.53% | 13.69% | 10.06% | 10.36% | 4.67% | 12.18% | 14.30% | 10.62% | 10.89% | 12.70% | -10.28% | -15.64% | -1.08% | 0.89 | 0.17 | 0.32 |
Return Calculated On: 21 February 2025
Ratios Calculated On: 31 January 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 |