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 | |
3.64% | 6.65% | 5.57% | 6.05% | 6.34% | 3.80% | 6.81% | 5.72% | 6.20% | 6.48% | 1.22% | -0.22% | -0.27% | 0.02% | 0.80 | 0.49 | 0.96 |
| Sundaram Corporate Bond … | 12.0 | |
3.25% | 6.53% | 5.61% | 6.69% | 6.96% | 3.50% | 6.78% | 5.86% | 6.94% | 7.29% | 1.32% | -0.38% | -0.32% | -0.27% | 0.73 | 0.32 | 0.67 |
| Sundaram Low Duration Fu… | 18.0 | |
4.74% | 6.38% | % | % | % | 5.55% | 7.17% | % | % | % | 0.52% | 0.00% | 0.00% | 0.38% | 0.24 | 0.67 | 1.37 |
| Sundaram Medium Duration… | 20.0 | |
1.66% | 4.76% | 3.85% | 4.39% | 5.18% | 2.49% | 5.67% | 4.79% | 5.33% | 6.13% | 1.50% | -0.75% | -0.62% | -1.64% | 0.74 | -0.14 | -0.39 |
| Sundaram Money Market Fu… | 9.0 | |
5.70% | 6.93% | 6.08% | 5.91% | % | 5.84% | 7.06% | 6.19% | 6.01% | % | 0.38% | 0.00% | 0.00% | 1.20% | 0.12 | 2.56 | 3.27 |
| Sundaram Overnight Fund | 24.0 | |
5.22% | 6.11% | 5.47% | 5.00% | % | 5.32% | 6.21% | 5.57% | 5.10% | % | 0.19% | 0.00% | 0.00% | % | 1.00 | 1.89 | |
| Sundaram Short Duration … | 7.0 | |
3.90% | 6.59% | % | % | % | 4.45% | 7.18% | % | % | % | 1.11% | -0.20% | 0.00% | -0.04% | 0.72 | 0.51 | 0.99 |
| Sundaram Ultra Short Dur… | 22.0 | |
4.79% | 5.85% | % | % | % | 6.07% | 7.16% | % | % | % | 0.31% | 0.00% | 0.00% | 0.01% | 0.13 | 0.20 | 0.47 |
| Sundaram Dividend Yield … | |
-1.96% | 13.23% | % | % | % | -0.76% | 14.64% | % | % | % | 13.98% | -18.60% | -23.29% | 0.54% | 0.92 | 0.24 | 0.50 | |
| Sundaram Elss Tax Saver … | 22.0 | |
-2.30% | 12.02% | % | % | % | -1.75% | 12.64% | % | % | % | 13.54% | -15.01% | -20.26% | -1.18% | 0.90 | 0.18 | 0.39 |
| Sundaram Value Fund | 30.0 | |
-3.35% | 9.71% | 10.72% | 10.35% | 11.07% | -2.83% | 10.31% | 11.34% | 10.92% | 11.64% | 13.65% | -14.97% | -21.55% | -3.29% | 0.91 | 0.12 | 0.24 |
| Sundaram Flexi Cap Fund | 27.0 | |
-2.19% | 11.13% | % | % | % | -0.85% | 12.76% | % | % | % | 13.67% | -15.07% | -19.41% | % | 0.16 | 0.34 | |
| Sundaram Focused Fund | 17.0 | |
-1.19% | 10.96% | % | % | % | -0.21% | 12.08% | % | % | % | 12.73% | -16.28% | -18.82% | -1.63% | 0.86 | 0.16 | 0.35 |
| Sundaram Large And Midca… | 17.0 | |
3.42% | 14.56% | 13.81% | 13.51% | 14.41% | 4.52% | 15.79% | 15.09% | 14.82% | 15.63% | 15.40% | -18.56% | -24.71% | -2.31% | 0.97 | 0.21 | 0.46 |
| Sundaram Large Cap Fund | 23.0 | |
-4.28% | 8.96% | 9.55% | % | % | -3.06% | 10.37% | 11.08% | % | % | 12.56% | -14.74% | -19.89% | -1.70% | 0.89 | 0.12 | 0.24 |
| Sundaram Mid Cap Fund | 8.0 | |
7.96% | 23.33% | 19.38% | 17.33% | 15.36% | 8.86% | 24.37% | 20.40% | 18.31% | 16.26% | 16.64% | -20.37% | -29.47% | 1.72% | 0.93 | 0.39 | 0.87 |
| Sundaram Multi Cap Fund | 15.0 | |
-0.13% | 15.00% | % | % | % | 0.94% | 16.25% | % | % | % | 15.14% | -18.39% | -22.69% | -1.35% | 0.94 | 0.22 | 0.48 |
| Sundaram Services Fund | 13.0 | |
0.09% | 15.32% | 15.57% | 17.15% | % | 1.25% | 16.66% | 17.01% | 18.55% | % | 14.23% | -16.63% | -18.27% | 0.64% | 0.93 | 0.24 | 0.50 |
| Sundaram Financial Servi… | 6.0 | |
1.13% | 14.79% | 13.74% | 13.18% | 14.39% | 2.48% | 16.35% | 15.36% | 14.66% | 15.73% | 15.74% | -15.64% | -15.11% | 3.04% | 1.01 | 0.21 | 0.46 |
| Sundaram Consumption Fund | 9.0 | |
-8.31% | 11.20% | 11.69% | 11.17% | 11.77% | -7.48% | 12.18% | 12.69% | 12.13% | 12.71% | 15.63% | -23.55% | -30.08% | -2.83% | 0.95 | 0.15 | 0.30 |
| Sundaram Infrastructure … | 6.0 | |
11.00% | 22.41% | 19.21% | 16.71% | 15.81% | 11.66% | 23.11% | 19.88% | 17.33% | 16.47% | 16.88% | -22.48% | -24.98% | 1.51% | 0.88 | 0.37 | 0.78 |
| Sundaram Small Cap Fund | 7.0 | |
11.62% | 20.29% | 18.14% | 18.42% | 15.18% | 12.84% | 21.62% | 19.46% | 19.70% | 16.28% | 17.19% | -22.67% | -26.72% | -0.14% | 0.81 | 0.26 | 0.55 |
| Sundaram Aggressive Hybr… | 21.0 | |
-2.22% | 10.57% | % | % | % | -1.16% | 11.81% | % | % | % | 10.94% | -12.90% | -16.25% | 0.50% | 1.12 | 0.16 | 0.35 |
| Sundaram Arbitrage Fund | 17.0 | |
5.77% | 6.56% | % | % | % | 6.61% | 7.33% | % | % | % | 0.33% | 0.00% | 0.00% | % | 1.93 | 2.42 | |
| Sundaram Conservative Hy… | 17.0 | |
-2.50% | 5.03% | 6.29% | 5.58% | 6.15% | -1.73% | 5.98% | 7.25% | 6.50% | 7.15% | 4.17% | -4.15% | -4.36% | -1.72% | 1.15 | -0.02 | -0.06 |
| Sundaram Balanced Advant… | 22.0 | |
-1.14% | 8.79% | % | % | % | 0.30% | 10.38% | % | % | % | 8.72% | -10.13% | -11.66% | -0.79% | 1.14 | 0.11 | 0.24 |
| Sundaram Equity Savings … | 12.0 | |
0.61% | 9.45% | % | % | % | 2.12% | 11.19% | % | % | % | 6.02% | -6.52% | -6.39% | 0.47% | 1.16 | 0.26 | 0.60 |
| Sundaram Smart Nifty 100… | 34.0 | |
5.49% | 16.94% | % | % | % | 6.02% | 17.51% | % | % | % | 15.57% | -20.67% | -28.20% | % | 0.26 | 0.57 |
Return Calculated On: 26 May 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 |