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 | |
4.56% | 6.88% | 5.61% | 6.23% | 6.40% | 4.71% | 7.03% | 5.76% | 6.39% | 6.53% | 1.22% | -0.22% | -0.27% | 0.02% | 0.80 | 0.49 | 0.96 |
| Sundaram Corporate Bond … | 12.0 | |
4.26% | 6.72% | 5.70% | 6.93% | 6.98% | 4.52% | 6.97% | 5.95% | 7.19% | 7.31% | 1.32% | -0.38% | -0.32% | -0.27% | 0.73 | 0.32 | 0.67 |
| Sundaram Low Duration Fu… | 18.0 | |
5.34% | 6.56% | % | % | % | 6.15% | 7.36% | % | % | % | 0.52% | 0.00% | 0.00% | 0.38% | 0.24 | 0.67 | 1.37 |
| Sundaram Medium Duration… | 20.0 | |
2.33% | 4.96% | 3.90% | 4.54% | 5.19% | 3.17% | 5.89% | 4.85% | 5.49% | 6.14% | 1.50% | -0.75% | -0.62% | -1.64% | 0.74 | -0.14 | -0.39 |
| Sundaram Money Market Fu… | 9.0 | |
6.23% | 7.11% | 6.11% | 6.01% | % | 6.37% | 7.25% | 6.22% | 6.11% | % | 0.38% | 0.00% | 0.00% | 1.20% | 0.12 | 2.56 | 3.27 |
| Sundaram Overnight Fund | 24.0 | |
5.27% | 6.16% | 5.44% | 5.01% | % | 5.37% | 6.26% | 5.54% | 5.11% | % | 0.19% | 0.00% | 0.00% | % | 1.00 | 1.89 | |
| Sundaram Short Duration … | 7.0 | |
4.80% | 6.83% | % | % | % | 5.35% | 7.43% | % | % | % | 1.11% | -0.20% | 0.00% | -0.04% | 0.72 | 0.51 | 0.99 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.16% | 5.98% | % | % | % | 6.46% | 7.30% | % | % | % | 0.31% | 0.00% | 0.00% | 0.01% | 0.13 | 0.20 | 0.47 |
| Sundaram Dividend Yield … | |
1.47% | 14.64% | % | % | % | 2.71% | 16.06% | % | % | % | 13.98% | -18.60% | -23.29% | 0.54% | 0.92 | 0.24 | 0.50 | |
| Sundaram Elss Tax Saver … | 22.0 | |
1.72% | 13.66% | % | % | % | 2.28% | 14.28% | % | % | % | 13.54% | -15.01% | -20.26% | -1.18% | 0.90 | 0.18 | 0.39 |
| Sundaram Value Fund | 30.0 | |
0.91% | 11.45% | 12.03% | 11.14% | 11.43% | 1.45% | 12.07% | 12.66% | 11.72% | 12.00% | 13.65% | -14.97% | -21.55% | -3.29% | 0.91 | 0.12 | 0.24 |
| Sundaram Flexi Cap Fund | 27.0 | |
2.06% | 12.95% | % | % | % | 3.46% | 14.62% | % | % | % | 13.67% | -15.07% | -19.41% | % | 0.16 | 0.34 | |
| Sundaram Focused Fund | 17.0 | |
0.41% | 11.81% | % | % | % | 1.41% | 12.95% | % | % | % | 12.73% | -16.28% | -18.82% | -1.63% | 0.86 | 0.16 | 0.35 |
| Sundaram Large And Midca… | 17.0 | |
3.20% | 15.08% | 14.07% | 13.46% | 14.43% | 4.30% | 16.32% | 15.35% | 14.77% | 15.64% | 15.40% | -18.56% | -24.71% | -2.31% | 0.97 | 0.21 | 0.46 |
| Sundaram Large Cap Fund | 23.0 | |
-2.34% | 10.08% | 10.53% | % | % | -1.10% | 11.50% | 12.08% | % | % | 12.56% | -14.74% | -19.89% | -1.70% | 0.89 | 0.12 | 0.24 |
| Sundaram Mid Cap Fund | 8.0 | |
11.30% | 24.23% | 19.80% | 17.43% | 15.23% | 12.24% | 25.27% | 20.83% | 18.42% | 16.13% | 16.64% | -20.37% | -29.47% | 1.72% | 0.93 | 0.39 | 0.87 |
| Sundaram Multi Cap Fund | 15.0 | |
3.39% | 15.95% | % | % | % | 4.50% | 17.21% | % | % | % | 15.14% | -18.39% | -22.69% | -1.35% | 0.94 | 0.22 | 0.48 |
| Sundaram Services Fund | 13.0 | |
1.47% | 15.96% | 16.32% | 17.22% | % | 2.65% | 17.31% | 17.78% | 18.61% | % | 14.23% | -16.63% | -18.27% | 0.64% | 0.93 | 0.24 | 0.50 |
| Sundaram Financial Servi… | 6.0 | |
2.25% | 15.71% | 14.75% | 14.05% | 14.86% | 3.62% | 17.28% | 16.38% | 15.54% | 16.19% | 15.74% | -15.64% | -15.11% | 3.04% | 1.01 | 0.21 | 0.46 |
| Sundaram Consumption Fund | 9.0 | |
-4.69% | 13.32% | 13.12% | 11.74% | 12.39% | -3.84% | 14.32% | 14.13% | 12.70% | 13.33% | 15.63% | -23.55% | -30.08% | -2.83% | 0.95 | 0.15 | 0.30 |
| Sundaram Infrastructure … | 6.0 | |
16.32% | 23.34% | 20.72% | 17.93% | 15.76% | 17.01% | 24.05% | 21.40% | 18.55% | 16.42% | 16.88% | -22.48% | -24.98% | 1.51% | 0.88 | 0.37 | 0.78 |
| Sundaram Small Cap Fund | 7.0 | |
15.74% | 20.55% | 19.04% | 18.57% | 14.81% | 17.01% | 21.88% | 20.37% | 19.84% | 15.90% | 17.19% | -22.67% | -26.72% | -0.14% | 0.81 | 0.26 | 0.55 |
| Sundaram Aggressive Hybr… | 21.0 | |
-0.13% | 11.49% | % | % | % | 0.95% | 12.74% | % | % | % | 10.94% | -12.90% | -16.25% | 0.50% | 1.12 | 0.16 | 0.35 |
| Sundaram Arbitrage Fund | 17.0 | |
5.75% | 6.63% | % | % | % | 6.59% | 7.40% | % | % | % | 0.33% | 0.00% | 0.00% | % | 1.93 | 2.42 | |
| Sundaram Conservative Hy… | 17.0 | |
-1.85% | 5.50% | 6.61% | 5.82% | 6.28% | -1.05% | 6.46% | 7.58% | 6.75% | 7.27% | 4.17% | -4.15% | -4.36% | -1.72% | 1.15 | -0.02 | -0.06 |
| Sundaram Balanced Advant… | 22.0 | |
0.58% | 9.48% | % | % | % | 2.05% | 11.08% | % | % | % | 8.72% | -10.13% | -11.66% | -0.79% | 1.14 | 0.11 | 0.24 |
| Sundaram Equity Savings … | 12.0 | |
2.34% | 10.14% | % | % | % | 3.89% | 11.91% | % | % | % | 6.02% | -6.52% | -6.39% | 0.47% | 1.16 | 0.26 | 0.60 |
| Sundaram Smart Nifty 100… | 34.0 | |
7.83% | 17.84% | % | % | % | 8.36% | 18.41% | % | % | % | 15.57% | -20.67% | -28.20% | % | 0.26 | 0.57 |
Return Calculated On: 30 April 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 |