Ranked On: 28 November 2025
| 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 | |
7.50% | 7.45% | 5.62% | 6.62% | 6.61% | 7.65% | 7.59% | 5.77% | 6.77% | 6.74% | 1.08% | -0.08% | 0.00% | 0.99% | 0.82 | 1.17 | 1.65 |
| Sundaram Corporate Bond … | 12.0 | |
7.51% | 7.30% | 5.78% | 7.37% | 7.28% | 7.76% | 7.54% | 6.03% | 7.61% | 7.61% | 1.09% | -0.13% | 0.00% | 2.47% | 0.60 | 1.01 | 1.53 |
| Sundaram Low Duration Fu… | 17.0 | |
6.85% | 6.86% | % | % | % | 7.67% | 7.68% | % | % | % | 0.39% | 0.00% | 0.00% | 5.43% | 0.13 | 4.18 | 2.96 |
| Sundaram Medium Duration… | 13.0 | |
5.63% | 5.75% | 3.91% | 4.91% | 5.54% | 6.48% | 6.65% | 4.86% | 5.84% | 6.45% | 1.42% | -0.43% | -0.35% | -0.91% | 0.82 | 0.02 | 0.05 |
| Sundaram Money Market Fu… | 9.0 | |
7.38% | 7.30% | 5.93% | 6.13% | % | 7.55% | 7.42% | 6.04% | 6.23% | % | 0.33% | 0.00% | 0.00% | 6.23% | 0.08 | 12.43 | 4.67 |
| Sundaram Overnight Fund | 23.0 | |
5.79% | 6.32% | 5.27% | % | % | 5.88% | 6.42% | 5.37% | % | % | 0.15% | 0.00% | 0.00% | % | 3.37 | 4.00 | |
| Sundaram Short Duration … | 12.0 | |
7.27% | 7.34% | % | % | % | 7.93% | 7.94% | % | % | % | 1.02% | -0.08% | 0.00% | 1.78% | 0.69 | 1.07 | 1.60 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.97% | 6.17% | % | % | % | 7.30% | 7.48% | % | % | % | 0.26% | 0.00% | 0.00% | 5.08% | 0.08 | 1.46 | 1.84 |
| Sundaram Dividend Yield … | |
-1.12% | 15.97% | % | % | % | 0.08% | 17.44% | % | % | % | 12.87% | -18.60% | -14.95% | 0.84% | 0.94 | 0.36 | 0.73 | |
| Sundaram Elss Tax Saver … | 11.0 | |
4.30% | 14.55% | % | % | % | 4.84% | 15.18% | % | % | % | 11.49% | -15.01% | -14.16% | 1.13% | 0.85 | 0.35 | 0.72 |
| Sundaram Diversified Equ… | 26.0 | |
3.10% | 12.61% | 15.71% | 13.22% | 12.42% | 3.63% | 13.22% | 16.36% | 13.79% | 12.98% | 11.44% | -14.97% | -14.42% | -0.82% | 0.85 | 0.28 | 0.56 |
| Sundaram Flexi Cap Fund | 16.0 | |
3.47% | 14.06% | % | % | % | 4.90% | 15.81% | % | % | % | 11.60% | -15.07% | -13.87% | % | 0.33 | 0.68 | |
| Sundaram Focused Fund | 19.0 | |
-2.14% | 12.77% | % | % | % | -1.20% | 13.93% | % | % | % | 11.40% | -14.56% | -15.21% | -0.95% | 0.86 | 0.27 | 0.57 |
| Sundaram Large And Midca… | 16.0 | |
0.19% | 15.50% | 17.65% | 15.09% | 14.82% | 1.23% | 16.75% | 18.99% | 16.41% | 16.02% | 13.57% | -18.56% | -18.44% | -1.79% | 0.94 | 0.34 | 0.70 |
| Sundaram Large Cap Fund | 27.0 | |
1.91% | 11.27% | 13.92% | % | % | 3.21% | 12.72% | 15.59% | % | % | 11.17% | -14.29% | -14.19% | -1.13% | 0.89 | 0.22 | 0.45 |
| Sundaram Mid Cap Fund | 5.0 | |
1.03% | 23.07% | 23.29% | 17.93% | 15.71% | 1.87% | 24.10% | 24.34% | 18.92% | 16.59% | 15.14% | -20.37% | -20.80% | 1.86% | 0.93 | 0.53 | 1.13 |
| Sundaram Multi Cap Fund | 8.0 | |
1.49% | 16.63% | % | % | % | 2.55% | 17.91% | % | % | % | 13.34% | -18.39% | -18.52% | 0.42% | 0.91 | 0.38 | 0.79 |
| Sundaram Services Fund | 6.0 | |
6.76% | 17.57% | 20.80% | 19.71% | % | 7.96% | 18.94% | 22.33% | 21.11% | % | 12.48% | -14.04% | -13.86% | 3.11% | 0.91 | 0.45 | 0.88 |
| Sundaram Financial Servi… | 5.0 | |
9.08% | 16.84% | 17.67% | 16.38% | 15.52% | 10.53% | 18.49% | 19.35% | 17.84% | 16.84% | 12.97% | -12.19% | -14.08% | 3.18% | 1.04 | 0.48 | 0.88 |
| Sundaram Consumption Fund | 5.0 | |
-0.99% | 14.74% | 15.77% | 13.46% | 14.24% | -0.13% | 15.73% | 16.79% | 14.44% | 15.19% | 13.54% | -18.70% | -17.72% | -0.08% | 0.90 | 0.33 | 0.70 |
| Sundaram Infrastructure … | 4.0 | |
-0.17% | 20.46% | 23.49% | 18.09% | 14.64% | 0.36% | 21.14% | 24.16% | 18.70% | 15.26% | 15.67% | -22.48% | -18.62% | 1.84% | 0.87 | 0.45 | 0.93 |
| Sundaram Small Cap Fund | 4.0 | |
-3.78% | 19.47% | 22.82% | 18.64% | 13.85% | -2.74% | 20.79% | 24.18% | 19.90% | 14.90% | 15.83% | -22.67% | -14.67% | 3.39% | 0.78 | 0.40 | 0.85 |
| Sundaram Aggressive Hybr… | 18.0 | |
3.17% | 12.12% | % | % | % | 4.31% | 13.42% | % | % | % | 9.67% | -12.90% | -14.37% | -0.71% | 1.15 | 0.30 | 0.63 |
| Sundaram Arbitrage Fund | 17.0 | |
6.16% | 6.78% | % | % | % | 7.11% | 7.53% | % | % | % | 0.36% | 0.00% | 0.00% | % | 2.63 | 2.85 | |
| Sundaram Conservative Hy… | 17.0 | |
3.30% | 6.85% | 7.71% | 6.74% | 6.75% | 4.26% | 7.87% | 8.70% | 7.70% | 7.74% | 3.57% | -2.46% | -4.14% | -3.58% | 1.25 | 0.14 | 0.29 |
| Sundaram Balanced Advant… | 18.0 | |
3.54% | 10.11% | % | % | % | 5.05% | 11.72% | % | % | % | 7.36% | -9.40% | -9.34% | -1.34% | 1.13 | 0.29 | 0.60 |
| Sundaram Equity Savings … | 4.0 | |
5.57% | 10.98% | % | % | % | 7.18% | 12.79% | % | % | % | 5.15% | -4.22% | -5.15% | 0.22% | 1.11 | 0.50 | 0.99 |
| Sundaram Smart Nifty 100… | 50.0 | |
2.43% | 16.04% | % | % | % | 2.92% | 16.59% | % | % | % | 14.37% | -20.67% | -17.48% | % | 0.33 | 0.69 | |
| Sundaram Nifty 100 Equal… | 50.0 | |
2.43% | 16.04% | % | % | % | 2.92% | 16.59% | % | % | % | 14.37% | -20.67% | -17.48% | % | 0.33 | 0.69 |
Return Calculated On: 12 December 2025
Ratios Calculated On: 28 November 2025
| 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 |