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 | |
6.44% | 16.40% | 15.87% | 19.60% | 13.97% | 7.32% | 17.37% | 16.86% | 20.61% | 14.88% | 17.29% | -20.37% | -29.47% | 1.71% | 0.91 | 0.39 | 0.84 |
| Sundaram Low Duration Fu… | 18.0 | |
5.36% | 6.56% | % | % | % | 6.17% | 7.33% | % | % | % | 0.64% | 0.00% | 0.00% | 0.20% | 0.30 | 0.61 | 1.17 |
| Sundaram Consumption Fund | 9.0 | |
-6.80% | 8.05% | 10.20% | 13.52% | 10.92% | -5.97% | 9.01% | 11.19% | 14.51% | 11.86% | 16.34% | -23.55% | -30.08% | -0.64% | 0.96 | 0.12 | 0.21 |
| Sundaram Small Cap Fund | 8.0 | |
15.23% | 15.59% | 16.11% | 22.74% | 14.53% | 16.48% | 16.86% | 17.40% | 24.07% | 15.65% | 19.51% | -22.67% | -26.72% | 1.31% | 0.84 | 0.33 | 0.61 |
| Sundaram Corporate Bond … | 13.0 | |
4.78% | 6.88% | 5.80% | 6.48% | 6.68% | 5.04% | 7.13% | 6.05% | 6.73% | 7.01% | 1.48% | -0.36% | -0.32% | -0.14% | 0.78 | 0.43 | 0.81 |
| Sundaram Infrastructure … | 7.0 | |
6.13% | 14.49% | 15.17% | 18.94% | 14.09% | 6.77% | 15.15% | 15.82% | 19.58% | 14.75% | 18.05% | -22.48% | -24.98% | 2.32% | 0.92 | 0.39 | 0.76 |
| Sundaram Focused Fund | 20.0 | |
2.62% | 8.86% | % | % | % | 3.65% | 9.95% | % | % | % | 13.00% | -16.29% | -18.82% | -0.48% | 0.81 | 0.16 | 0.33 |
| Sundaram Money Market Fu… | 9.0 | |
6.42% | 7.17% | 6.40% | 5.93% | % | 6.59% | 7.32% | 6.52% | 6.04% | % | 0.55% | 0.00% | 0.00% | 0.88% | 0.18 | 1.69 | 2.31 |
| Sundaram Smart Nifty 100… | 46.0 | |
2.93% | 12.67% | % | % | % | 3.44% | 13.21% | % | % | % | 16.52% | -20.67% | -28.20% | % | 0.26 | 0.53 | |
| Sundaram Dividend Yield … | |
-4.84% | 7.68% | % | % | % | -3.70% | 9.02% | % | % | % | 14.30% | -18.60% | -23.29% | -1.90% | 0.91 | 0.17 | 0.33 | |
| Sundaram Aggressive Hybr… | 22.0 | |
-0.67% | 7.91% | % | % | % | 0.38% | 9.11% | % | % | % | 11.36% | -12.90% | -16.25% | 0.63% | 1.16 | 0.14 | 0.30 |
| Sundaram Large And Midca… | 14.0 | |
9.52% | 13.23% | 11.31% | 16.16% | 14.21% | 10.68% | 14.44% | 12.54% | 17.51% | 15.45% | 15.91% | -18.56% | -24.71% | -0.55% | 0.92 | 0.23 | 0.50 |
| Sundaram Elss Tax Saver … | 26.0 | |
-5.52% | 7.02% | % | % | % | -4.99% | 7.61% | % | % | % | 14.21% | -15.01% | -20.26% | -1.32% | 0.86 | 0.14 | 0.28 |
| Sundaram Medium Duration… | 20.0 | |
3.10% | 5.19% | 3.98% | 4.20% | 4.90% | 3.94% | 6.09% | 4.90% | 5.14% | 5.84% | 1.55% | -0.73% | -0.53% | -1.46% | 0.70 | -0.11 | -0.29 |
| Sundaram Equity Savings … | 13.0 | |
0.76% | 7.28% | % | % | % | 2.25% | 8.97% | % | % | % | 6.08% | -6.52% | -6.39% | 0.74% | 1.09 | 0.18 | 0.42 |
| Sundaram Balanced Advant… | 25.0 | |
0.06% | 6.80% | % | % | % | 1.51% | 8.35% | % | % | % | 9.20% | -10.13% | -11.66% | 0.12% | 1.19 | 0.11 | 0.23 |
| Sundaram Financial Servi… | 5.0 | |
8.77% | 11.33% | 12.71% | 14.88% | 12.90% | 10.21% | 12.82% | 14.30% | 16.41% | 14.25% | 16.64% | -15.64% | -15.11% | 3.74% | 1.06 | 0.22 | 0.44 |
| Sundaram Short Duration … | 11.0 | |
5.23% | 6.91% | % | % | % | 5.76% | 7.50% | % | % | % | 1.21% | -0.18% | 0.00% | -0.10% | 0.73 | 0.53 | 0.96 |
| Sundaram Conservative Hy… | 17.0 | |
-0.45% | 4.37% | 5.73% | 6.87% | 5.60% | 0.26% | 5.29% | 6.68% | 7.82% | 6.59% | 4.14% | -4.14% | -4.36% | -2.15% | 1.09 | -0.07 | -0.21 |
| Sundaram Banking & Psu F… | 6.0 | |
5.09% | 6.98% | 5.86% | 5.93% | 6.36% | 5.25% | 7.13% | 6.01% | 6.09% | 6.50% | 1.36% | -0.21% | -0.27% | -0.25% | 0.81 | 0.53 | 0.94 |
| Sundaram Services Fund | 14.0 | |
3.75% | 12.78% | 12.35% | 19.02% | % | 4.94% | 14.08% | 13.73% | 20.45% | % | 14.97% | -16.63% | -18.27% | 2.32% | 0.92 | 0.26 | 0.53 |
| Sundaram Arbitrage Fund | 12.0 | |
5.85% | 6.43% | % | % | % | 6.66% | 7.22% | % | % | % | 0.41% | 0.00% | 0.00% | % | 0.96 | 1.74 | |
| Sundaram Large Cap Fund | 25.0 | |
-3.52% | 5.67% | 6.40% | % | % | -2.31% | 7.01% | 7.83% | % | % | 12.76% | -14.74% | -19.89% | -1.58% | 0.86 | 0.09 | 0.16 |
| Sundaram Flexi Cap Fund | 31.0 | |
-5.52% | 6.74% | % | % | % | -4.25% | 8.26% | % | % | % | 14.35% | -15.07% | -19.41% | % | 0.13 | 0.25 | |
| Sundaram Value Fund | 35.0 | |
-6.71% | 5.25% | 7.06% | 11.96% | 9.51% | -6.20% | 5.83% | 7.66% | 12.55% | 10.08% | 14.37% | -14.97% | -21.55% | -2.87% | 0.87 | 0.09 | 0.15 |
| Sundaram Ultra Short Dur… | 22.0 | |
5.37% | 6.00% | % | % | % | 6.63% | 7.31% | % | % | % | 0.41% | 0.00% | 0.00% | -0.21% | 0.16 | 0.21 | 0.44 |
| Sundaram Overnight Fund | 23.0 | |
5.14% | 5.97% | 5.59% | 4.98% | % | 5.24% | 6.07% | 5.69% | 5.08% | % | 0.20% | 0.00% | 0.00% | % | 0.66 | 1.29 | |
| Sundaram Multi Cap Fund | 15.0 | |
2.20% | 11.55% | % | % | % | 3.29% | 12.76% | % | % | % | 15.82% | -18.39% | -22.69% | -0.09% | 0.91 | 0.23 | 0.48 |
Return Calculated On: 11 September 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 |