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 | |
0.84% | 15.87% | 14.37% | 18.00% | 13.47% | 1.68% | 16.84% | 15.35% | 18.99% | 14.39% | 17.29% | -20.37% | -29.47% | 1.71% | 0.91 | 0.39 | 0.84 |
| Sundaram Low Duration Fu… | 18.0 | |
4.97% | 6.43% | % | % | % | 5.78% | 7.20% | % | % | % | 0.64% | 0.00% | 0.00% | 0.20% | 0.30 | 0.61 | 1.17 |
| Sundaram Consumption Fund | 9.0 | |
-3.96% | 8.03% | 9.52% | 12.42% | 10.97% | -3.10% | 8.98% | 10.50% | 13.40% | 11.92% | 16.34% | -23.55% | -30.08% | -0.64% | 0.96 | 0.12 | 0.21 |
| Sundaram Small Cap Fund | 8.0 | |
6.67% | 13.16% | 13.01% | 20.37% | 13.60% | 7.81% | 14.39% | 14.28% | 21.67% | 14.72% | 19.51% | -22.67% | -26.72% | 1.31% | 0.84 | 0.33 | 0.61 |
| Sundaram Corporate Bond … | 13.0 | |
3.86% | 6.69% | 5.84% | 6.28% | 6.56% | 4.12% | 6.95% | 6.09% | 6.53% | 6.88% | 1.48% | -0.36% | -0.32% | -0.14% | 0.78 | 0.43 | 0.81 |
| Sundaram Infrastructure … | 7.0 | |
2.16% | 14.72% | 12.78% | 17.56% | 14.01% | 2.77% | 15.38% | 13.42% | 18.19% | 14.68% | 18.05% | -22.48% | -24.98% | 2.32% | 0.92 | 0.39 | 0.76 |
| Sundaram Focused Fund | 20.0 | |
2.96% | 10.12% | % | % | % | 3.99% | 11.23% | % | % | % | 13.00% | -16.29% | -18.82% | -0.48% | 0.81 | 0.16 | 0.33 |
| Sundaram Money Market Fu… | 9.0 | |
6.25% | 7.09% | 6.48% | 5.88% | % | 6.43% | 7.24% | 6.60% | 5.99% | % | 0.55% | 0.00% | 0.00% | 0.88% | 0.18 | 1.69 | 2.31 |
| Sundaram Smart Nifty 100… | 46.0 | |
3.70% | 14.20% | % | % | % | 4.22% | 14.76% | % | % | % | 16.52% | -20.67% | -28.20% | % | 0.26 | 0.53 | |
| Sundaram Dividend Yield … | |
-4.27% | 8.98% | % | % | % | -3.13% | 10.33% | % | % | % | 14.30% | -18.60% | -23.29% | -1.90% | 0.91 | 0.17 | 0.33 | |
| Sundaram Aggressive Hybr… | 22.0 | |
-2.13% | 8.67% | % | % | % | -1.12% | 9.86% | % | % | % | 11.36% | -12.90% | -16.25% | 0.63% | 1.16 | 0.14 | 0.30 |
| Sundaram Large And Midca… | 14.0 | |
2.25% | 12.49% | 9.39% | 13.63% | 13.68% | 3.34% | 13.68% | 10.60% | 14.95% | 14.94% | 15.91% | -18.56% | -24.71% | -0.55% | 0.92 | 0.23 | 0.50 |
| Sundaram Elss Tax Saver … | 26.0 | |
-3.97% | 9.08% | % | % | % | -3.42% | 9.67% | % | % | % | 14.21% | -15.01% | -20.26% | -1.32% | 0.86 | 0.14 | 0.28 |
| Sundaram Medium Duration… | 20.0 | |
2.29% | 5.03% | 3.99% | 4.11% | 4.71% | 3.12% | 5.92% | 4.90% | 5.05% | 5.65% | 1.55% | -0.73% | -0.53% | -1.46% | 0.70 | -0.11 | -0.29 |
| Sundaram Equity Savings … | 13.0 | |
-0.02% | 7.61% | % | % | % | 1.45% | 9.28% | % | % | % | 6.08% | -6.52% | -6.39% | 0.74% | 1.09 | 0.18 | 0.42 |
| Sundaram Balanced Advant… | 25.0 | |
-1.07% | 7.54% | % | % | % | 0.35% | 9.10% | % | % | % | 9.20% | -10.13% | -11.66% | 0.12% | 1.19 | 0.11 | 0.23 |
| Sundaram Financial Servi… | 5.0 | |
1.77% | 11.24% | 11.58% | 12.91% | 13.07% | 3.10% | 12.73% | 13.15% | 14.43% | 14.44% | 16.64% | -15.64% | -15.11% | 3.74% | 1.06 | 0.22 | 0.44 |
| Sundaram Short Duration … | 11.0 | |
4.55% | 6.78% | % | % | % | 5.06% | 7.37% | % | % | % | 1.21% | -0.18% | 0.00% | -0.10% | 0.73 | 0.53 | 0.96 |
| Sundaram Conservative Hy… | 17.0 | |
-0.31% | 4.78% | 4.45% | 6.49% | 5.47% | 0.36% | 5.71% | 5.39% | 7.43% | 6.47% | 4.14% | -4.14% | -4.36% | -2.15% | 1.09 | -0.07 | -0.21 |
| Sundaram Banking & Psu F… | 6.0 | |
4.25% | 6.81% | 5.90% | 5.77% | 6.29% | 4.42% | 6.97% | 6.05% | 5.93% | 6.43% | 1.36% | -0.21% | -0.27% | -0.25% | 0.81 | 0.53 | 0.94 |
| Sundaram Services Fund | 14.0 | |
2.50% | 13.14% | 10.90% | 17.07% | % | 3.66% | 14.44% | 12.26% | 18.48% | % | 14.97% | -16.63% | -18.27% | 2.32% | 0.92 | 0.26 | 0.53 |
| Sundaram Arbitrage Fund | 12.0 | |
6.14% | 6.45% | % | % | % | 6.93% | 7.25% | % | % | % | 0.41% | 0.00% | 0.00% | % | 0.96 | 1.74 | |
| Sundaram Large Cap Fund | 25.0 | |
0.30% | 8.40% | 6.82% | % | % | 1.54% | 9.78% | 8.24% | % | % | 12.76% | -14.74% | -19.89% | -1.58% | 0.86 | 0.09 | 0.16 |
| Sundaram Flexi Cap Fund | 31.0 | |
-3.91% | 8.67% | % | % | % | -2.64% | 10.19% | % | % | % | 14.35% | -15.07% | -19.41% | % | 0.13 | 0.25 | |
| Sundaram Value Fund | 35.0 | |
-5.49% | 7.06% | 6.70% | 10.87% | 9.81% | -4.98% | 7.65% | 7.30% | 11.46% | 10.38% | 14.37% | -14.97% | -21.55% | -2.87% | 0.87 | 0.09 | 0.15 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.22% | 5.92% | % | % | % | 6.46% | 7.22% | % | % | % | 0.41% | 0.00% | 0.00% | -0.21% | 0.16 | 0.21 | 0.44 |
| Sundaram Overnight Fund | 23.0 | |
5.12% | 5.89% | 5.66% | 4.98% | % | 5.22% | 5.99% | 5.76% | 5.08% | % | 0.20% | 0.00% | 0.00% | % | 0.66 | 1.29 | |
| Sundaram Multi Cap Fund | 15.0 | |
-1.07% | 11.59% | % | % | % | -0.02% | 12.80% | % | % | % | 15.82% | -18.39% | -22.69% | -0.09% | 0.91 | 0.23 | 0.48 |
Return Calculated On: 09 November 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 |