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 | |
9.49% | 20.50% | 17.82% | 19.59% | 14.53% | 10.40% | 21.51% | 18.82% | 20.59% | 15.44% | 17.29% | -20.37% | -29.47% | 1.71% | 0.91 | 0.39 | 0.84 |
| Sundaram Low Duration Fu… | 18.0 | |
5.22% | 6.56% | % | % | % | 6.03% | 7.34% | % | % | % | 0.64% | 0.00% | 0.00% | 0.20% | 0.30 | 0.61 | 1.17 |
| Sundaram Consumption Fund | 9.0 | |
-3.28% | 10.13% | 11.35% | 13.47% | 11.13% | -2.42% | 11.10% | 12.35% | 14.46% | 12.07% | 16.34% | -23.55% | -30.08% | -0.64% | 0.96 | 0.12 | 0.21 |
| Sundaram Small Cap Fund | 8.0 | |
11.16% | 17.11% | 16.19% | 21.87% | 14.12% | 12.36% | 18.39% | 17.49% | 23.18% | 15.23% | 19.51% | -22.67% | -26.72% | 1.31% | 0.84 | 0.33 | 0.61 |
| Sundaram Corporate Bond … | 13.0 | |
4.67% | 6.93% | 5.87% | 6.69% | 6.89% | 4.93% | 7.19% | 6.12% | 6.94% | 7.23% | 1.48% | -0.36% | -0.32% | -0.14% | 0.78 | 0.43 | 0.81 |
| Sundaram Infrastructure … | 7.0 | |
8.13% | 17.78% | 17.35% | 18.52% | 14.44% | 8.77% | 18.45% | 18.01% | 19.15% | 15.10% | 18.05% | -22.48% | -24.98% | 2.32% | 0.92 | 0.39 | 0.76 |
| Sundaram Focused Fund | 20.0 | |
2.03% | 9.46% | % | % | % | 3.04% | 10.56% | % | % | % | 13.00% | -16.29% | -18.82% | -0.48% | 0.81 | 0.16 | 0.33 |
| Sundaram Money Market Fu… | 9.0 | |
6.11% | 7.12% | 6.30% | 5.94% | % | 6.27% | 7.26% | 6.41% | 6.05% | % | 0.55% | 0.00% | 0.00% | 0.88% | 0.18 | 1.69 | 2.31 |
| Sundaram Smart Nifty 100… | 46.0 | |
7.67% | 14.76% | % | % | % | 8.20% | 15.32% | % | % | % | 16.52% | -20.67% | -28.20% | % | 0.26 | 0.53 | |
| Sundaram Dividend Yield … | |
-1.14% | 10.34% | % | % | % | 0.05% | 11.72% | % | % | % | 14.30% | -18.60% | -23.29% | -1.90% | 0.91 | 0.17 | 0.33 | |
| Sundaram Aggressive Hybr… | 22.0 | |
-1.20% | 8.71% | % | % | % | -0.15% | 9.92% | % | % | % | 11.36% | -12.90% | -16.25% | 0.63% | 1.16 | 0.14 | 0.30 |
| Sundaram Large And Midca… | 14.0 | |
7.51% | 13.67% | 12.75% | 15.46% | 14.06% | 8.66% | 14.88% | 14.01% | 16.80% | 15.30% | 15.91% | -18.56% | -24.71% | -0.55% | 0.92 | 0.23 | 0.50 |
| Sundaram Elss Tax Saver … | 26.0 | |
-3.17% | 9.04% | % | % | % | -2.62% | 9.64% | % | % | % | 14.21% | -15.01% | -20.26% | -1.32% | 0.86 | 0.14 | 0.28 |
| Sundaram Medium Duration… | 20.0 | |
3.22% | 5.29% | 4.17% | 4.33% | 5.12% | 4.06% | 6.19% | 5.10% | 5.27% | 6.07% | 1.55% | -0.73% | -0.53% | -1.46% | 0.70 | -0.11 | -0.29 |
| Sundaram Equity Savings … | 13.0 | |
0.72% | 7.80% | % | % | % | 2.22% | 9.50% | % | % | % | 6.08% | -6.52% | -6.39% | 0.74% | 1.09 | 0.18 | 0.42 |
| Sundaram Balanced Advant… | 25.0 | |
-0.30% | 7.52% | % | % | % | 1.15% | 9.08% | % | % | % | 9.20% | -10.13% | -11.66% | 0.12% | 1.19 | 0.11 | 0.23 |
| Sundaram Financial Servi… | 5.0 | |
4.19% | 12.14% | 13.83% | 14.21% | 13.24% | 5.57% | 13.65% | 15.44% | 15.72% | 14.59% | 16.64% | -15.64% | -15.11% | 3.74% | 1.06 | 0.22 | 0.44 |
| Sundaram Short Duration … | 11.0 | |
5.04% | 6.91% | % | % | % | 5.58% | 7.51% | % | % | % | 1.21% | -0.18% | 0.00% | -0.10% | 0.73 | 0.53 | 0.96 |
| Sundaram Conservative Hy… | 17.0 | |
-0.41% | 4.79% | 6.25% | 6.65% | 5.90% | 0.33% | 5.73% | 7.22% | 7.59% | 6.90% | 4.14% | -4.14% | -4.36% | -2.15% | 1.09 | -0.07 | -0.21 |
| Sundaram Banking & Psu F… | 6.0 | |
4.99% | 7.02% | 5.87% | 6.11% | 6.40% | 5.15% | 7.18% | 6.02% | 6.27% | 6.54% | 1.36% | -0.21% | -0.27% | -0.25% | 0.81 | 0.53 | 0.94 |
| Sundaram Services Fund | 14.0 | |
3.14% | 13.95% | 14.26% | 18.82% | % | 4.33% | 15.27% | 15.68% | 20.24% | % | 14.97% | -16.63% | -18.27% | 2.32% | 0.92 | 0.26 | 0.53 |
| Sundaram Arbitrage Fund | 12.0 | |
5.84% | 6.59% | % | % | % | 6.66% | 7.37% | % | % | % | 0.41% | 0.00% | 0.00% | % | 0.96 | 1.74 | |
| Sundaram Large Cap Fund | 25.0 | |
-1.30% | 7.02% | 8.77% | % | % | -0.06% | 8.39% | 10.26% | % | % | 12.76% | -14.74% | -19.89% | -1.58% | 0.86 | 0.09 | 0.16 |
| Sundaram Flexi Cap Fund | 31.0 | |
-3.28% | 8.56% | % | % | % | -1.97% | 10.13% | % | % | % | 14.35% | -15.07% | -19.41% | % | 0.13 | 0.25 | |
| Sundaram Value Fund | 35.0 | |
-4.75% | 6.93% | 9.44% | 11.90% | 9.95% | -4.24% | 7.52% | 10.04% | 12.48% | 10.52% | 14.37% | -14.97% | -21.55% | -2.87% | 0.87 | 0.09 | 0.15 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.10% | 5.97% | % | % | % | 6.37% | 7.28% | % | % | % | 0.41% | 0.00% | 0.00% | -0.21% | 0.16 | 0.21 | 0.44 |
| Sundaram Overnight Fund | 23.0 | |
5.18% | 6.03% | 5.54% | 4.98% | % | 5.28% | 6.14% | 5.64% | 5.08% | % | 0.20% | 0.00% | 0.00% | % | 0.66 | 1.29 | |
| Sundaram Multi Cap Fund | 15.0 | |
1.70% | 13.12% | % | % | % | 2.78% | 14.34% | % | % | % | 15.82% | -18.39% | -22.69% | -0.09% | 0.91 | 0.23 | 0.48 |
Return Calculated On: 27 July 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 |