Ranked On: 30 June 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 Mid Cap Fund | 7.0 | |
8.08% | 16.71% | 16.19% | 19.82% | 13.77% | 8.98% | 17.69% | 17.18% | 20.82% | 14.68% | 17.29% | -20.37% | -29.47% | 1.71% | 0.91 | 0.39 | 0.84 |
| Sundaram Low Duration Fu… | 18.0 | |
5.44% | 6.58% | % | % | % | 6.25% | 7.35% | % | % | % | 0.64% | 0.00% | 0.00% | 0.20% | 0.30 | 0.61 | 1.17 |
| Sundaram Consumption Fund | 9.0 | |
-6.76% | 8.13% | 10.21% | 13.61% | 10.73% | -5.92% | 9.08% | 11.20% | 14.60% | 11.66% | 16.34% | -23.55% | -30.08% | -0.64% | 0.96 | 0.12 | 0.21 |
| Sundaram Small Cap Fund | 8.0 | |
16.46% | 15.51% | 16.21% | 22.95% | 14.28% | 17.73% | 16.77% | 17.51% | 24.28% | 15.39% | 19.51% | -22.67% | -26.72% | 1.31% | 0.84 | 0.33 | 0.61 |
| Sundaram Corporate Bond … | 13.0 | |
4.96% | 6.93% | 5.84% | 6.49% | 6.70% | 5.22% | 7.18% | 6.09% | 6.74% | 7.03% | 1.48% | -0.36% | -0.32% | -0.14% | 0.78 | 0.43 | 0.81 |
| Sundaram Infrastructure … | 7.0 | |
7.32% | 14.59% | 15.27% | 19.24% | 13.87% | 7.96% | 15.24% | 15.92% | 19.88% | 14.53% | 18.05% | -22.48% | -24.98% | 2.32% | 0.92 | 0.39 | 0.76 |
| Sundaram Focused Fund | 20.0 | |
3.46% | 9.02% | % | % | % | 4.49% | 10.12% | % | % | % | 13.00% | -16.29% | -18.82% | -0.48% | 0.81 | 0.16 | 0.33 |
| Sundaram Money Market Fu… | 9.0 | |
6.48% | 7.18% | 6.41% | 5.94% | % | 6.64% | 7.32% | 6.53% | 6.05% | % | 0.55% | 0.00% | 0.00% | 0.88% | 0.18 | 1.69 | 2.31 |
| Sundaram Smart Nifty 100… | 46.0 | |
4.37% | 12.96% | % | % | % | 4.89% | 13.51% | % | % | % | 16.52% | -20.67% | -28.20% | % | 0.26 | 0.53 | |
| Sundaram Dividend Yield … | |
-3.57% | 7.81% | % | % | % | -2.41% | 9.16% | % | % | % | 14.30% | -18.60% | -23.29% | -1.90% | 0.91 | 0.17 | 0.33 | |
| Sundaram Aggressive Hybr… | 22.0 | |
-0.05% | 8.03% | % | % | % | 1.01% | 9.22% | % | % | % | 11.36% | -12.90% | -16.25% | 0.63% | 1.16 | 0.14 | 0.30 |
| Sundaram Large And Midca… | 14.0 | |
9.99% | 13.14% | 11.38% | 16.15% | 14.00% | 11.17% | 14.34% | 12.62% | 17.50% | 15.24% | 15.91% | -18.56% | -24.71% | -0.55% | 0.92 | 0.23 | 0.50 |
| Sundaram Elss Tax Saver … | 26.0 | |
-4.79% | 7.13% | % | % | % | -4.25% | 7.72% | % | % | % | 14.21% | -15.01% | -20.26% | -1.32% | 0.86 | 0.14 | 0.28 |
| Sundaram Medium Duration… | 20.0 | |
3.41% | 5.27% | 4.04% | 4.22% | 4.91% | 4.25% | 6.17% | 4.96% | 5.16% | 5.86% | 1.55% | -0.73% | -0.53% | -1.46% | 0.70 | -0.11 | -0.29 |
| Sundaram Equity Savings … | 13.0 | |
1.00% | 7.31% | % | % | % | 2.49% | 8.99% | % | % | % | 6.08% | -6.52% | -6.39% | 0.74% | 1.09 | 0.18 | 0.42 |
| Sundaram Balanced Advant… | 25.0 | |
0.60% | 6.89% | % | % | % | 2.06% | 8.44% | % | % | % | 9.20% | -10.13% | -11.66% | 0.12% | 1.19 | 0.11 | 0.23 |
| Sundaram Financial Servi… | 5.0 | |
9.25% | 11.09% | 12.50% | 14.83% | 12.58% | 10.70% | 12.58% | 14.08% | 16.36% | 13.93% | 16.64% | -15.64% | -15.11% | 3.74% | 1.06 | 0.22 | 0.44 |
| Sundaram Short Duration … | 11.0 | |
5.41% | 6.96% | % | % | % | 5.94% | 7.55% | % | % | % | 1.21% | -0.18% | 0.00% | -0.10% | 0.73 | 0.53 | 0.96 |
| Sundaram Conservative Hy… | 17.0 | |
-0.16% | 4.46% | 5.79% | 6.90% | 5.57% | 0.56% | 5.38% | 6.74% | 7.84% | 6.56% | 4.14% | -4.14% | -4.36% | -2.15% | 1.09 | -0.07 | -0.21 |
| Sundaram Banking & Psu F… | 6.0 | |
5.28% | 7.03% | 5.91% | 5.95% | 6.38% | 5.44% | 7.19% | 6.06% | 6.11% | 6.52% | 1.36% | -0.21% | -0.27% | -0.25% | 0.81 | 0.53 | 0.94 |
| Sundaram Services Fund | 14.0 | |
4.30% | 12.68% | 12.34% | 18.99% | % | 5.50% | 13.97% | 13.73% | 20.41% | % | 14.97% | -16.63% | -18.27% | 2.32% | 0.92 | 0.26 | 0.53 |
| Sundaram Arbitrage Fund | 12.0 | |
5.77% | 6.41% | % | % | % | 6.57% | 7.19% | % | % | % | 0.41% | 0.00% | 0.00% | % | 0.96 | 1.74 | |
| Sundaram Large Cap Fund | 25.0 | |
-3.07% | 5.71% | 6.45% | % | % | -1.86% | 7.06% | 7.89% | % | % | 12.76% | -14.74% | -19.89% | -1.58% | 0.86 | 0.09 | 0.16 |
| Sundaram Flexi Cap Fund | 31.0 | |
-4.79% | 6.85% | % | % | % | -3.50% | 8.37% | % | % | % | 14.35% | -15.07% | -19.41% | % | 0.13 | 0.25 | |
| Sundaram Value Fund | 35.0 | |
-5.81% | 5.41% | 7.13% | 12.07% | 9.31% | -5.30% | 5.98% | 7.73% | 12.66% | 9.88% | 14.37% | -14.97% | -21.55% | -2.87% | 0.87 | 0.09 | 0.15 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.41% | 6.00% | % | % | % | 6.67% | 7.31% | % | % | % | 0.41% | 0.00% | 0.00% | -0.21% | 0.16 | 0.21 | 0.44 |
| Sundaram Overnight Fund | 23.0 | |
5.15% | 5.96% | 5.59% | 4.98% | % | 5.24% | 6.06% | 5.69% | 5.08% | % | 0.20% | 0.00% | 0.00% | % | 0.66 | 1.29 | |
| Sundaram Multi Cap Fund | 15.0 | |
3.21% | 11.69% | % | % | % | 4.31% | 12.90% | % | % | % | 15.82% | -18.39% | -22.69% | -0.09% | 0.91 | 0.23 | 0.48 |
Return Calculated On: 09 September 2026
Ratios Calculated On: 30 June 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 |