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 | |
-2.70% | 14.88% | 13.42% | 17.61% | 12.53% | -1.89% | 15.84% | 14.39% | 18.59% | 13.44% | 17.29% | -20.37% | -29.47% | 1.71% | 0.91 | 0.39 | 0.84 |
| Sundaram Low Duration Fu… | 18.0 | |
4.96% | 6.45% | % | % | % | 5.76% | 7.22% | % | % | % | 0.64% | 0.00% | 0.00% | 0.20% | 0.30 | 0.61 | 1.17 |
| Sundaram Consumption Fund | 9.0 | |
-13.06% | 5.26% | 8.10% | 11.42% | 9.67% | -12.29% | 6.19% | 9.06% | 12.40% | 10.60% | 16.34% | -23.55% | -30.08% | -0.64% | 0.96 | 0.12 | 0.21 |
| Sundaram Small Cap Fund | 8.0 | |
7.35% | 13.15% | 13.00% | 21.41% | 13.08% | 8.50% | 14.39% | 14.26% | 22.72% | 14.19% | 19.51% | -22.67% | -26.72% | 1.31% | 0.84 | 0.33 | 0.61 |
| Sundaram Corporate Bond … | 13.0 | |
3.53% | 6.68% | % | 6.32% | 6.53% | 3.79% | 6.93% | % | 6.57% | 6.85% | 1.48% | -0.36% | -0.32% | -0.14% | 0.78 | 0.43 | 0.81 |
| Sundaram Infrastructure … | 7.0 | |
-2.21% | 12.87% | 12.51% | 17.30% | 13.04% | -1.62% | 13.52% | 13.15% | 17.92% | 13.70% | 18.05% | -22.48% | -24.98% | 2.32% | 0.92 | 0.39 | 0.76 |
| Sundaram Focused Fund | 20.0 | |
-2.15% | 8.80% | % | % | % | -1.18% | 9.89% | % | % | % | 13.00% | -16.29% | -18.82% | -0.48% | 0.81 | 0.16 | 0.33 |
| Sundaram Money Market Fu… | 9.0 | |
6.25% | 7.11% | % | 5.89% | % | 6.43% | 7.26% | % | 6.00% | % | 0.55% | 0.00% | 0.00% | 0.88% | 0.18 | 1.69 | 2.31 |
| Sundaram Smart Nifty 100… | 46.0 | |
-3.37% | 11.78% | % | % | % | -2.89% | 12.33% | % | % | % | 16.52% | -20.67% | -28.20% | % | 0.26 | 0.53 | |
| Sundaram Dividend Yield … | |
-9.37% | 7.20% | % | % | % | -8.29% | 8.54% | % | % | % | 14.30% | -18.60% | -23.29% | -1.90% | 0.91 | 0.17 | 0.33 | |
| Sundaram Aggressive Hybr… | 22.0 | |
-7.72% | 6.72% | % | % | % | -6.77% | 7.90% | % | % | % | 11.36% | -12.90% | -16.25% | 0.63% | 1.16 | 0.14 | 0.30 |
| Sundaram Large And Midca… | 14.0 | |
-1.21% | 11.52% | 8.64% | 13.34% | 13.04% | -0.16% | 12.71% | 9.84% | 14.66% | 14.28% | 15.91% | -18.56% | -24.71% | -0.55% | 0.92 | 0.23 | 0.50 |
| Sundaram Elss Tax Saver … | 26.0 | |
-10.10% | 6.76% | % | % | % | -9.60% | 7.35% | % | % | % | 14.21% | -15.01% | -20.26% | -1.32% | 0.86 | 0.14 | 0.28 |
| Sundaram Medium Duration… | 20.0 | |
1.72% | 4.97% | % | 4.05% | 4.65% | 2.54% | 5.86% | % | 4.99% | 5.60% | 1.55% | -0.73% | -0.53% | -1.46% | 0.70 | -0.11 | -0.29 |
| Sundaram Equity Savings … | 13.0 | |
-3.20% | 6.63% | % | % | % | -1.78% | 8.29% | % | % | % | 6.08% | -6.52% | -6.39% | 0.74% | 1.09 | 0.18 | 0.42 |
| Sundaram Balanced Advant… | 25.0 | |
-6.42% | 5.81% | % | % | % | -5.07% | 7.34% | % | % | % | 9.20% | -10.13% | -11.66% | 0.12% | 1.19 | 0.11 | 0.23 |
| Sundaram Financial Servi… | 5.0 | |
-1.59% | 10.01% | 10.52% | 13.07% | 12.46% | -0.29% | 11.49% | 12.07% | 14.59% | 13.82% | 16.64% | -15.64% | -15.11% | 3.74% | 1.06 | 0.22 | 0.44 |
| Sundaram Short Duration … | 11.0 | |
4.26% | 6.78% | % | % | % | 4.77% | 7.37% | % | % | % | 1.21% | -0.18% | 0.00% | -0.10% | 0.73 | 0.53 | 0.96 |
| Sundaram Conservative Hy… | 17.0 | |
-2.43% | 4.33% | % | 6.37% | 5.17% | -1.75% | 5.25% | % | 7.31% | 6.16% | 4.14% | -4.14% | -4.36% | -2.15% | 1.09 | -0.07 | -0.21 |
| Sundaram Banking & Psu F… | 6.0 | |
3.92% | 6.79% | % | 5.81% | 6.27% | 4.08% | 6.94% | % | 5.96% | 6.41% | 1.36% | -0.21% | -0.27% | -0.25% | 0.81 | 0.53 | 0.94 |
| Sundaram Services Fund | 14.0 | |
-3.91% | 11.22% | 9.69% | 16.60% | % | -2.82% | 12.50% | 11.04% | 18.00% | % | 14.97% | -16.63% | -18.27% | 2.32% | 0.92 | 0.26 | 0.53 |
| Sundaram Arbitrage Fund | 12.0 | |
5.92% | 6.43% | % | % | % | 6.71% | 7.22% | % | % | % | 0.41% | 0.00% | 0.00% | % | 0.96 | 1.74 | |
| Sundaram Large Cap Fund | 25.0 | |
-7.22% | 5.74% | 5.20% | % | % | -6.07% | 7.09% | 6.61% | % | % | 12.76% | -14.74% | -19.89% | -1.58% | 0.86 | 0.09 | 0.16 |
| Sundaram Flexi Cap Fund | 31.0 | |
-10.16% | 6.30% | % | % | % | -8.96% | 7.80% | % | % | % | 14.35% | -15.07% | -19.41% | % | 0.13 | 0.25 | |
| Sundaram Value Fund | 35.0 | |
-10.26% | 5.18% | 5.49% | 10.46% | 8.85% | -9.77% | 5.75% | 6.09% | 11.04% | 9.42% | 14.37% | -14.97% | -21.55% | -2.87% | 0.87 | 0.09 | 0.15 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.21% | 5.94% | % | % | % | 6.46% | 7.24% | % | % | % | 0.41% | 0.00% | 0.00% | -0.21% | 0.16 | 0.21 | 0.44 |
| Sundaram Overnight Fund | 23.0 | |
5.11% | 5.91% | 5.64% | 4.98% | % | 5.20% | 6.01% | 5.73% | 5.08% | % | 0.20% | 0.00% | 0.00% | % | 0.66 | 1.29 | |
| Sundaram Multi Cap Fund | 15.0 | |
-5.98% | 10.09% | % | % | % | -4.98% | 11.28% | % | % | % | 15.82% | -18.39% | -22.69% | -0.09% | 0.91 | 0.23 | 0.48 |
Return Calculated On: 19 October 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 |