Ranked On: 27 February 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 | |
6.72% | 7.30% | 5.64% | 6.29% | 6.50% | 6.88% | 7.45% | 5.79% | 6.45% | 6.63% | 1.15% | -0.08% | 0.00% | 0.07% | 0.81 | 0.85 | 1.42 |
| Sundaram Corporate Bond … | 14.0 | |
6.61% | 6.94% | 5.95% | 7.02% | 7.23% | 6.88% | 7.19% | 6.20% | 7.27% | 7.56% | 1.20% | -0.13% | 0.00% | -0.03% | 0.68 | 0.61 | 1.09 |
| Sundaram Low Duration Fu… | 18.0 | |
6.17% | 6.67% | % | % | % | 6.99% | 7.48% | % | % | % | 0.46% | 0.00% | 0.00% | 0.70% | 0.20 | 1.32 | 2.13 |
| Sundaram Medium Duration… | 13.0 | |
5.05% | 5.67% | 4.31% | 4.73% | 5.52% | 5.92% | 6.56% | 5.27% | 5.67% | 6.46% | 1.39% | -0.43% | -0.25% | -1.51% | 0.76 | 0.04 | 0.08 |
| Sundaram Money Market Fu… | 9.0 | |
6.90% | 7.19% | 6.03% | 6.02% | % | 7.04% | 7.31% | 6.13% | 6.12% | % | 0.36% | 0.00% | 0.00% | 1.43% | 0.11 | 4.12 | 4.09 |
| Sundaram Overnight Fund | 24.0 | |
5.41% | 6.21% | 5.38% | % | % | 5.51% | 6.31% | 5.48% | % | % | 0.18% | 0.00% | 0.00% | % | 1.46 | 2.51 | |
| Sundaram Short Duration … | 8.0 | |
6.72% | 7.24% | % | % | % | 7.31% | 7.82% | % | % | % | 1.04% | -0.08% | 0.00% | 0.19% | 0.70 | 0.93 | 1.49 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.54% | 6.04% | % | % | % | 6.86% | 7.34% | % | % | % | 0.31% | 0.00% | 0.00% | 0.20% | 0.12 | 0.54 | 1.11 |
| Sundaram Dividend Yield … | |
6.18% | 14.65% | % | % | % | 7.48% | 16.07% | % | % | % | 12.59% | -18.60% | -14.95% | -0.70% | 0.95 | 0.41 | 0.83 | |
| Sundaram Elss Tax Saver … | 18.0 | |
4.78% | 13.22% | % | % | % | 5.35% | 13.84% | % | % | % | 11.25% | -15.01% | -13.78% | -0.46% | 0.86 | 0.41 | 0.85 |
| Sundaram Value Fund | 24.0 | |
5.07% | 11.50% | 10.60% | 10.78% | 11.79% | 5.63% | 12.11% | 11.23% | 11.35% | 12.36% | 11.22% | -14.97% | -13.60% | -2.32% | 0.86 | 0.34 | 0.69 |
| Sundaram Flexi Cap Fund | 19.0 | |
5.02% | 12.53% | % | % | % | 6.47% | 14.20% | % | % | % | 11.46% | -15.07% | -13.87% | % | 0.38 | 0.78 | |
| Sundaram Focused Fund | 21.0 | |
2.20% | 12.01% | % | % | % | 3.21% | 13.15% | % | % | % | 11.03% | -14.56% | -15.21% | -1.99% | 0.86 | 0.35 | 0.73 |
| Sundaram Large And Midca… | 16.0 | |
7.51% | 14.93% | 12.23% | 13.03% | 14.15% | 8.65% | 16.17% | 13.50% | 14.33% | 15.37% | 13.39% | -18.56% | -18.44% | -2.33% | 0.95 | 0.39 | 0.83 |
| Sundaram Large Cap Fund | 27.0 | |
2.58% | 10.64% | 9.46% | % | % | 3.88% | 12.07% | 11.02% | % | % | 10.72% | -14.29% | -12.65% | -2.21% | 0.90 | 0.31 | 0.63 |
| Sundaram Mid Cap Fund | 6.0 | |
13.89% | 22.68% | 17.45% | 16.04% | 15.39% | 14.84% | 23.71% | 18.45% | 17.01% | 16.28% | 15.06% | -20.37% | -20.80% | 1.40% | 0.93 | 0.56 | 1.21 |
| Sundaram Multi Cap Fund | 11.0 | |
5.71% | 15.29% | % | % | % | 6.83% | 16.55% | % | % | % | 13.24% | -18.39% | -18.52% | -1.02% | 0.92 | 0.41 | 0.86 |
| Sundaram Services Fund | 11.0 | |
6.20% | 15.50% | 14.63% | 16.42% | % | 7.42% | 16.84% | 16.07% | 17.79% | % | 12.38% | -14.04% | -14.69% | 0.71% | 0.92 | 0.47 | 0.92 |
| Sundaram Financial Servi… | 5.0 | |
11.44% | 17.03% | 12.77% | 14.09% | 15.46% | 12.92% | 18.62% | 14.37% | 15.56% | 16.79% | 12.44% | -12.19% | -13.42% | 2.90% | 1.02 | 0.61 | 1.09 |
| Sundaram Consumption Fund | 9.0 | |
-2.99% | 12.22% | 10.76% | 10.47% | 12.73% | -2.13% | 13.21% | 11.74% | 11.42% | 13.68% | 14.08% | -18.70% | -26.59% | -2.84% | 0.94 | 0.28 | 0.62 |
| Sundaram Infrastructure … | 7.0 | |
15.13% | 21.23% | 17.77% | 16.13% | 15.33% | 15.77% | 21.92% | 18.43% | 16.74% | 15.98% | 15.61% | -22.48% | -18.62% | 1.61% | 0.87 | 0.54 | 1.11 |
| Sundaram Small Cap Fund | 7.0 | |
9.38% | 16.91% | 16.57% | 15.72% | 14.21% | 10.57% | 18.20% | 17.86% | 16.96% | 15.29% | 15.90% | -22.67% | -14.70% | 1.20% | 0.78 | 0.39 | 0.83 |
| Sundaram Aggressive Hybr… | 20.0 | |
3.84% | 11.46% | % | % | % | 4.97% | 12.72% | % | % | % | 9.37% | -12.90% | -14.37% | 0.23% | 1.13 | 0.36 | 0.76 |
| Sundaram Arbitrage Fund | 18.0 | |
6.01% | 6.68% | % | % | % | 6.96% | 7.46% | % | % | % | 0.33% | 0.00% | 0.00% | % | 2.22 | 2.62 | |
| Sundaram Conservative Hy… | 17.0 | |
2.48% | 6.40% | 6.72% | 5.99% | 6.58% | 3.32% | 7.35% | 7.68% | 6.91% | 7.57% | 3.52% | -2.46% | -4.14% | -1.94% | 1.19 | 0.16 | 0.34 |
| Sundaram Balanced Advant… | 21.0 | |
3.47% | 9.37% | % | % | % | 4.98% | 10.97% | % | % | % | 7.22% | -9.40% | -9.34% | -0.90% | 1.13 | 0.33 | 0.67 |
| Sundaram Equity Savings … | 10.0 | |
4.17% | 10.34% | % | % | % | 5.74% | 12.11% | % | % | % | 5.08% | -4.22% | -4.90% | 0.45% | 1.11 | 0.53 | 1.03 |
| Sundaram Smart Nifty 100… | 21.0 | |
9.48% | 17.46% | % | % | % | 10.01% | 18.03% | % | % | % | 13.63% | -20.67% | -14.28% | % | 0.48 | 0.99 |
Return Calculated On: 13 March 2026
Ratios Calculated On: 27 February 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 |