• Home
• Mutual Funds Research
• AMC

• Top Performing Mutual Funds
• Mutual Fund Category Monitor
• Mutual Fund Point to Point Returns
• Mutual Fund Quartile Ranking
• Annual Return Of Funds
• Top Performing SIP Funds
• Top Performing Lumpsum Funds
• SIP with Annual Increase
• Mutual Fund SIP Return Calculator
• Mutual Fund STP Return Calculator
• STP Calculator Profit Transfer
• Mutual Fund SWP Return Calculator
• Rolling Return vs Category
• Rolling Return vs Benchmark
• Rolling Return vs Other Benchmark
• SWP with Annual Increase
• Rolling Return vs Sensex & Gold
• Mutual Fund Portfolio Overlap
• Latest MF NAVs vs 52 Week NAVs

AMC

Select AMC 5 Largest Fund Houses 10 Largest Fund Houses 15 Largest Fund Houses 360 ONE Mutual Fund Aditya Birla Sun Life Mutual Fund Angel One Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin Templeton Mutual Fund Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund ICICI Prudential Mutual Fund Indiabulls Mutual Fund Invesco Mutual Fund ITI Mutual Fund Jio BlackRock Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Motilal Oswal Mutual Fund Navi Mutual Fund Nippon India Mutual Fund NJ Mutual Fund Old Bridge Mutual Fund PGIM India Mutual Fund PPFAS Mutual Fund Quant Mutual Fund Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Taurus Mutual Fund The Wealth Company Mutual Fund Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund UTI Mutual Fund WhiteOak Capital Mutual Fund Zerodha Mutual Fund

Select Category Equity: All Debt: All Hybrid: All Solution Oriented: All Others: All Childrens Fund Debt: Banking and PSU Debt: Corporate Bond Debt: Credit Risk Debt: Dynamic Bond Debt: Floater Debt: Gilt Debt: Gilt Fund with 10 year constant duration Debt: Liquid Debt: Long Duration Debt: Low Duration Debt: Medium Duration Debt: Medium to Long Duration Debt: Money Market Debt: Overnight Debt: Short Duration Debt: Ultra Short Duration Equity: Contra Equity: Dividend Yield Equity: ELSS Equity: Flexi Cap Equity: Focused Equity: Large and Mid Cap Equity: Large Cap Equity: Mid Cap Equity: Multi Cap Equity: Sectoral-Banking and Financial Services Equity: Sectoral-FMCG Equity: Sectoral-Infrastructure Equity: Sectoral-Pharma and Healthcare Equity: Sectoral-Technology Equity: Small Cap Equity: Thematic-Active-Momentum Equity: Thematic-Business-Cycle Equity: Thematic-Consumption Equity: Thematic-Energy Equity: Thematic-ESG Equity: Thematic-Innovation Equity: Thematic-International Equity: Thematic-Manufacturing Equity: Thematic-MNC Equity: Thematic-Multi-Sector Equity: Thematic-Others Equity: Thematic-PSU Equity: Thematic-Quantitative Equity: Thematic-Special-Opportunities Equity: Thematic-Transportation Equity: Value ETFs Fund of Funds-Domestic-Debt Fund of Funds-Domestic-Equity Fund of Funds-Domestic-Gold Fund of Funds-Domestic-Gold and Silver Fund of Funds-Domestic-Hybrid Fund of Funds-Domestic-Silver Fund of Funds-Income Plus Arbitrage Fund of Funds-Overseas Hybrid: Aggressive Hybrid: Arbitrage Hybrid: Balanced Hybrid: Conservative Hybrid: Dynamic Asset Allocation Hybrid: Equity Savings Hybrid: Multi Asset Allocation Index Fund Retirement Fund SIF - Equity Long Short SIF - Hybrid Long Short

  Submit

Download Latest Fact Sheet Download Latest Portfolio

					Return (%)
Scheme Name	Category	Launch Date	AUM (Crore)	Expense Ratio (%)	YTD	1 Mon	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs	Since Launch	Action
Sundaram Global Brand Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	123	2.38	22.92	2.84	8.65	17.78	23.3	20.51	12.84	11.98	7.82
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	2,925.07	1.84	18.88	2.36	7.52	9.56	15.61	-	-	-	16.45
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,601.05	2.09	15.88	1.86	10.94	5.23	9.85	17.42	18.12	15.16	14.61
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	770.97	0.55	7.62	0.51	1.79	2.45	7.8	7.44	5.84	7.29	7.01
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	403.7	0.38	7.57	0.53	1.78	2.51	7.79	7.56	5.7	6.65	7.36
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	193.94	0.89	7.19	0.52	1.64	2.46	7.46	7.41	7.14	6.24	7.21
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,987.88	0.29	6.95	0.52	1.51	3.11	7.44	7.31	5.93	-	6.2
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,673.56	1.87	10.42	-0.42	4.07	4.46	7.2	17.19	21.5	-	19.49
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	397.37	1.1	6.53	0.48	1.43	2.84	6.95	6.89	7.08	5.9	7.06
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	7,118.56	0.31	5.99	0.47	1.41	2.86	6.5	6.92	5.71	6.02	6.88
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	331.15	1.0	5.73	0.5	1.34	2.72	6.06	6.79	5.16	-	4.12
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	2,236.6	1.46	5.6	0.41	1.23	2.54	6.03	6.18	4.92	5.08	5.47
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	1,171.27	2.14	6.69	0.73	2.6	2.96	5.86	10.96	10.52	8.76	8.35
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	567.41	0.16	5.33	0.42	1.31	2.64	5.82	6.32	5.26	-	5.12
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	37.09	1.83	5.72	0.42	1.27	1.36	5.8	5.8	3.94	5.54	7.22
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,398.23	2.21	7.44	0.84	3.63	5.08	4.33	14.3	17.42	14.27	14.28
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,727.59	2.05	5.79	0.93	3.7	3.75	3.89	10.25	10.95	9.66	10.0
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	7,332.62	1.78	5.23	1.09	4.12	4.06	3.67	12.0	14.26	12.22	10.79
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	2,129.78	2.01	6.86	0.8	3.6	5.1	3.63	13.92	-	-	13.85
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	20.57	1.85	4.13	0.77	1.85	0.63	3.37	6.88	7.88	6.74	7.19
Sundaram Value Fund Regular Plan - Growth	Equity: ELSS	10-05-2005	1,442.01	1.96	6.44	0.91	3.24	4.5	3.19	12.38	16.16	12.08	14.8
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	131.46	1.08	7.59	-0.38	3.02	4.76	2.93	15.9	17.46	12.51	11.45
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	13,235.84	1.74	3.93	-0.84	3.96	5.28	2.82	23.05	23.88	15.49	23.72
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	2,927.98	1.98	4.69	-0.8	2.56	4.7	2.54	16.48	19.1	14.68	15.46
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,358.25	1.91	5.53	1.91	4.57	4.42	2.22	11.18	14.38	12.85	17.1
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,997.72	1.66	3.47	-0.15	4.49	6.01	0.99	15.34	18.04	15.15	14.3
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	967.77	2.39	3.62	-1.92	2.94	2.02	0.4	20.43	24.15	14.44	11.82
Sundaram Multi-Factor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	955.61	2.13	-	1.18	5.73	-	-	-	-	-	4.4
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,845	2.02	0.76	-2.35	-1.23	0.78	-0.14	-	-	-	5.86
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,642.98	2.17	0.93	-2.03	-1.99	2.46	-0.35	15.19	16.47	14.17	12.48
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	919.75	2.28	3.44	1.41	5.33	5.04	-0.48	15.67	17.41	15.04	13.29
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	1,096.58	2.26	1.84	0.48	2.89	4.31	-1.5	12.58	15.79	13.78	14.92
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,495.63	1.93	0.44	-3.02	1.51	1.76	-2.4	19.02	23.73	13.55	16.88