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 | |
5.33% | 7.10% | 5.69% | 6.26% | 6.45% | 5.49% | 7.25% | 5.85% | 6.41% | 6.58% | 1.22% | -0.22% | -0.27% | 0.02% | 0.80 | 0.49 | 0.96 |
| Sundaram Corporate Bond … | 12.0 | |
5.08% | 6.87% | 5.85% | 6.96% | 7.02% | 5.35% | 7.12% | 6.10% | 7.21% | 7.36% | 1.32% | -0.38% | -0.32% | -0.27% | 0.73 | 0.32 | 0.67 |
| Sundaram Low Duration Fu… | 18.0 | |
5.71% | 6.62% | % | % | % | 6.52% | 7.42% | % | % | % | 0.52% | 0.00% | 0.00% | 0.38% | 0.24 | 0.67 | 1.37 |
| Sundaram Medium Duration… | 20.0 | |
3.09% | 5.21% | 4.07% | 4.59% | 5.24% | 3.96% | 6.13% | 5.01% | 5.53% | 6.18% | 1.50% | -0.75% | -0.62% | -1.64% | 0.74 | -0.14 | -0.39 |
| Sundaram Money Market Fu… | 9.0 | |
6.52% | 7.18% | 6.13% | 6.03% | % | 6.65% | 7.30% | 6.24% | 6.13% | % | 0.38% | 0.00% | 0.00% | 1.20% | 0.12 | 2.56 | 3.27 |
| Sundaram Overnight Fund | 24.0 | |
5.31% | 6.16% | 5.42% | 5.08% | % | 5.40% | 6.26% | 5.52% | 5.18% | % | 0.19% | 0.00% | 0.00% | % | 1.00 | 1.89 | |
| Sundaram Short Duration … | 7.0 | |
5.43% | 6.99% | % | % | % | 5.99% | 7.59% | % | % | % | 1.11% | -0.20% | 0.00% | -0.04% | 0.72 | 0.51 | 0.99 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.33% | 6.02% | % | % | % | 6.63% | 7.33% | % | % | % | 0.31% | 0.00% | 0.00% | 0.01% | 0.13 | 0.20 | 0.47 |
| Sundaram Dividend Yield … | |
4.67% | 15.43% | % | % | % | 5.95% | 16.86% | % | % | % | 13.98% | -18.60% | -23.29% | 0.54% | 0.92 | 0.24 | 0.50 | |
| Sundaram Elss Tax Saver … | 22.0 | |
5.07% | 14.38% | % | % | % | 5.65% | 15.00% | % | % | % | 13.54% | -15.01% | -20.26% | -1.18% | 0.90 | 0.18 | 0.39 |
| Sundaram Value Fund | 30.0 | |
4.48% | 12.20% | 12.19% | 11.12% | 11.51% | 5.04% | 12.81% | 12.83% | 11.69% | 12.08% | 13.65% | -14.97% | -21.55% | -3.29% | 0.91 | 0.12 | 0.24 |
| Sundaram Flexi Cap Fund | 27.0 | |
5.44% | 13.68% | % | % | % | 6.89% | 15.35% | % | % | % | 13.67% | -15.07% | -19.41% | % | 0.16 | 0.34 | |
| Sundaram Focused Fund | 17.0 | |
4.28% | 13.11% | % | % | % | 5.31% | 14.26% | % | % | % | 12.73% | -16.28% | -18.82% | -1.63% | 0.86 | 0.16 | 0.35 |
| Sundaram Large And Midca… | 17.0 | |
7.13% | 16.07% | 14.40% | 13.48% | 14.44% | 8.28% | 17.32% | 15.69% | 14.79% | 15.66% | 15.40% | -18.56% | -24.71% | -2.31% | 0.97 | 0.21 | 0.46 |
| Sundaram Large Cap Fund | 23.0 | |
3.32% | 11.49% | 11.05% | % | % | 4.63% | 12.92% | 12.62% | % | % | 12.56% | -14.74% | -19.89% | -1.70% | 0.89 | 0.12 | 0.24 |
| Sundaram Mid Cap Fund | 8.0 | |
13.07% | 24.20% | 20.02% | 16.90% | 15.22% | 14.02% | 25.24% | 21.04% | 17.88% | 16.12% | 16.64% | -20.37% | -29.47% | 1.72% | 0.93 | 0.39 | 0.87 |
| Sundaram Multi Cap Fund | 15.0 | |
5.34% | 16.15% | % | % | % | 6.46% | 17.41% | % | % | % | 15.14% | -18.39% | -22.69% | -1.35% | 0.94 | 0.22 | 0.48 |
| Sundaram Services Fund | 13.0 | |
5.57% | 16.48% | 17.03% | 17.22% | % | 6.79% | 17.83% | 18.50% | 18.61% | % | 14.23% | -16.63% | -18.27% | 0.64% | 0.93 | 0.24 | 0.50 |
| Sundaram Financial Servi… | 6.0 | |
8.45% | 17.15% | 15.54% | 14.54% | 15.28% | 9.88% | 18.73% | 17.18% | 16.02% | 16.65% | 15.74% | -15.64% | -15.11% | 3.04% | 1.01 | 0.21 | 0.46 |
| Sundaram Consumption Fund | 9.0 | |
-4.02% | 13.19% | 12.69% | 11.16% | 12.49% | -3.17% | 14.18% | 13.70% | 12.12% | 13.43% | 15.63% | -23.55% | -30.08% | -2.83% | 0.95 | 0.15 | 0.30 |
| Sundaram Infrastructure … | 6.0 | |
16.03% | 22.89% | 20.32% | 17.03% | 15.41% | 16.72% | 23.59% | 20.99% | 17.64% | 16.06% | 16.88% | -22.48% | -24.98% | 1.51% | 0.88 | 0.37 | 0.78 |
| Sundaram Small Cap Fund | 7.0 | |
12.58% | 19.90% | 19.27% | 17.49% | 14.56% | 13.81% | 21.22% | 20.60% | 18.75% | 15.64% | 17.19% | -22.67% | -26.72% | -0.14% | 0.81 | 0.26 | 0.55 |
| Sundaram Aggressive Hybr… | 21.0 | |
3.34% | 12.09% | % | % | % | 4.47% | 13.35% | % | % | % | 10.94% | -12.90% | -16.25% | 0.50% | 1.12 | 0.16 | 0.35 |
| Sundaram Arbitrage Fund | 17.0 | |
5.89% | 6.68% | % | % | % | 6.83% | 7.46% | % | % | % | 0.33% | 0.00% | 0.00% | % | 1.93 | 2.42 | |
| Sundaram Conservative Hy… | 17.0 | |
0.13% | 5.99% | 6.81% | 5.92% | 6.35% | 0.93% | 6.95% | 7.78% | 6.84% | 7.34% | 4.17% | -4.15% | -4.36% | -1.72% | 1.15 | -0.02 | -0.06 |
| Sundaram Balanced Advant… | 22.0 | |
3.58% | 9.98% | % | % | % | 5.10% | 11.59% | % | % | % | 8.72% | -10.13% | -11.66% | -0.79% | 1.14 | 0.11 | 0.24 |
| Sundaram Equity Savings … | 12.0 | |
3.96% | 10.71% | % | % | % | 5.52% | 12.48% | % | % | % | 6.02% | -6.52% | -6.39% | 0.47% | 1.16 | 0.26 | 0.60 |
| Sundaram Smart Nifty 100… | 34.0 | |
9.44% | 18.33% | % | % | % | 9.97% | 18.90% | % | % | % | 15.57% | -20.67% | -28.20% | % | 0.26 | 0.57 |
Return Calculated On: 15 April 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 |