Ranked On: 30 March 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 | |
4.82% | 6.98% | 5.78% | 6.17% | 6.42% | 4.97% | 7.14% | 5.93% | 6.33% | 6.55% | 1.22% | -0.22% | -0.27% | 0.02% | 0.80 | 0.49 | 0.96 |
| Sundaram Corporate Bond … | 12.0 | |
4.56% | 6.87% | 5.80% | 6.82% | 7.07% | 4.82% | 7.13% | 6.05% | 7.07% | 7.40% | 1.32% | -0.38% | -0.32% | -0.27% | 0.73 | 0.32 | 0.67 |
| Sundaram Low Duration Fu… | 18.0 | |
5.15% | 6.53% | % | % | % | 5.96% | 7.32% | % | % | % | 0.52% | 0.00% | 0.00% | 0.38% | 0.24 | 0.67 | 1.37 |
| Sundaram Medium Duration… | 20.0 | |
2.81% | 5.10% | 4.05% | 4.46% | 5.27% | 3.65% | 6.01% | 4.98% | 5.40% | 6.22% | 1.50% | -0.75% | -0.62% | -1.64% | 0.74 | -0.14 | -0.39 |
| Sundaram Money Market Fu… | 9.0 | |
5.92% | 7.05% | 6.18% | 5.95% | % | 6.07% | 7.19% | 6.30% | 6.06% | % | 0.38% | 0.00% | 0.00% | 1.20% | 0.12 | 2.56 | 3.27 |
| Sundaram Overnight Fund | 24.0 | |
5.19% | 6.08% | 5.49% | 4.99% | % | 5.29% | 6.19% | 5.59% | 5.09% | % | 0.19% | 0.00% | 0.00% | % | 1.00 | 1.89 | |
| Sundaram Short Duration … | 7.0 | |
4.96% | 6.89% | % | % | % | 5.50% | 7.49% | % | % | % | 1.11% | -0.20% | 0.00% | -0.04% | 0.72 | 0.51 | 0.99 |
| Sundaram Ultra Short Dur… | 22.0 | |
4.95% | 5.93% | % | % | % | 6.23% | 7.24% | % | % | % | 0.31% | 0.00% | 0.00% | 0.01% | 0.13 | 0.20 | 0.47 |
| Sundaram Dividend Yield … | |
-3.31% | 11.88% | % | % | % | -2.14% | 13.27% | % | % | % | 13.98% | -18.60% | -23.29% | 0.54% | 0.92 | 0.24 | 0.50 | |
| Sundaram Elss Tax Saver … | 22.0 | |
-2.95% | 11.11% | % | % | % | -2.40% | 11.72% | % | % | % | 13.54% | -15.01% | -20.26% | -1.18% | 0.90 | 0.18 | 0.39 |
| Sundaram Value Fund | 30.0 | |
-4.31% | 8.97% | 9.66% | 10.89% | 10.60% | -3.79% | 9.57% | 10.27% | 11.47% | 11.17% | 13.65% | -14.97% | -21.55% | -3.29% | 0.91 | 0.12 | 0.24 |
| Sundaram Flexi Cap Fund | 27.0 | |
-2.89% | 10.38% | % | % | % | -1.56% | 11.98% | % | % | % | 13.67% | -15.07% | -19.41% | % | 0.16 | 0.34 | |
| Sundaram Focused Fund | 17.0 | |
-0.61% | 10.51% | % | % | % | 0.38% | 11.62% | % | % | % | 12.73% | -16.28% | -18.82% | -1.63% | 0.86 | 0.16 | 0.35 |
| Sundaram Large And Midca… | 17.0 | |
3.07% | 13.90% | 12.85% | 14.14% | 14.28% | 4.17% | 15.13% | 14.12% | 15.46% | 15.51% | 15.40% | -18.56% | -24.71% | -2.31% | 0.97 | 0.21 | 0.46 |
| Sundaram Large Cap Fund | 23.0 | |
-3.21% | 8.86% | 8.88% | % | % | -1.99% | 10.26% | 10.39% | % | % | 12.56% | -14.74% | -19.89% | -1.70% | 0.89 | 0.12 | 0.24 |
| Sundaram Mid Cap Fund | 8.0 | |
6.15% | 21.94% | 18.12% | 17.97% | 14.97% | 7.03% | 22.96% | 19.12% | 18.96% | 15.87% | 16.64% | -20.37% | -29.47% | 1.72% | 0.93 | 0.39 | 0.87 |
| Sundaram Multi Cap Fund | 15.0 | |
-0.42% | 14.12% | % | % | % | 0.64% | 15.36% | % | % | % | 15.14% | -18.39% | -22.69% | -1.35% | 0.94 | 0.22 | 0.48 |
| Sundaram Services Fund | 13.0 | |
-0.77% | 14.72% | 14.34% | 17.67% | % | 0.37% | 16.05% | 15.77% | 19.07% | % | 14.23% | -16.63% | -18.27% | 0.64% | 0.93 | 0.24 | 0.50 |
| Sundaram Financial Servi… | 6.0 | |
2.20% | 14.84% | 13.63% | 13.80% | 14.08% | 3.56% | 16.40% | 15.24% | 15.30% | 15.43% | 15.74% | -15.64% | -15.11% | 3.04% | 1.01 | 0.21 | 0.46 |
| Sundaram Consumption Fund | 9.0 | |
-7.30% | 9.95% | 10.59% | 11.78% | 11.38% | -6.47% | 10.92% | 11.58% | 12.75% | 12.32% | 15.63% | -23.55% | -30.08% | -2.83% | 0.95 | 0.15 | 0.30 |
| Sundaram Infrastructure … | 6.0 | |
8.46% | 20.29% | 18.03% | 17.53% | 15.23% | 9.10% | 20.98% | 18.69% | 18.15% | 15.89% | 16.88% | -22.48% | -24.98% | 1.51% | 0.88 | 0.37 | 0.78 |
| Sundaram Small Cap Fund | 7.0 | |
9.54% | 18.73% | 17.37% | 19.50% | 14.78% | 10.74% | 20.03% | 18.68% | 20.78% | 15.88% | 17.19% | -22.67% | -26.72% | -0.14% | 0.81 | 0.26 | 0.55 |
| Sundaram Aggressive Hybr… | 21.0 | |
-1.79% | 10.11% | % | % | % | -0.74% | 11.34% | % | % | % | 10.94% | -12.90% | -16.25% | 0.50% | 1.12 | 0.16 | 0.35 |
| Sundaram Arbitrage Fund | 17.0 | |
5.80% | 6.58% | % | % | % | 6.63% | 7.35% | % | % | % | 0.33% | 0.00% | 0.00% | % | 1.93 | 2.42 | |
| Sundaram Conservative Hy… | 17.0 | |
-1.17% | 5.08% | 6.22% | 6.63% | 6.07% | -0.41% | 6.03% | 7.18% | 7.56% | 7.07% | 4.17% | -4.15% | -4.36% | -1.72% | 1.15 | -0.02 | -0.06 |
| Sundaram Balanced Advant… | 22.0 | |
-0.77% | 8.61% | % | % | % | 0.68% | 10.20% | % | % | % | 8.72% | -10.13% | -11.66% | -0.79% | 1.14 | 0.11 | 0.24 |
| Sundaram Equity Savings … | 12.0 | |
0.35% | 9.09% | % | % | % | 1.85% | 10.82% | % | % | % | 6.02% | -6.52% | -6.39% | 0.47% | 1.16 | 0.26 | 0.60 |
| Sundaram Smart Nifty 100… | 34.0 | |
4.92% | 15.68% | % | % | % | 5.44% | 16.24% | % | % | % | 15.57% | -20.67% | -28.20% | % | 0.26 | 0.57 |
Return Calculated On: 15 June 2026
Ratios Calculated On: 30 March 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 |