• 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 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 Invesco Mutual Fund ITI 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 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-Consumption Equity: Thematic-Energy Equity: Thematic-ESG Equity: Thematic-International Equity: Thematic-Manufacturing Equity: Thematic-MNC Equity: Thematic-Multi-Sector Equity: Thematic-Others Equity: Thematic-PSU Equity: Thematic-Quantitative 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-Overseas Hybrid: Aggressive Hybrid: Arbitrage Hybrid: Balanced Hybrid: Conservative Hybrid: Dynamic Asset Allocation Hybrid: Equity Savings Hybrid: Multi Asset Allocation Index Fund Retirement Fund

  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 Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	144.58	2.21	-6.3	6.97	-2.01	-11.61	12.44	17.03	22.21	13.4	12.49
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	1,133.51	1.74	-10.41	7.3	-3.92	-13.14	10.6	20.1	29.41	13.7	23.65
Sundaram Large and Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	638.06	1.83	-8.0	6.01	-2.49	-7.91	10.07	16.45	26.76	14.29	14.74
Sundaram Financial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	141.49	2.15	4.01	9.1	7.04	-1.57	9.69	18.15	25.68	12.76	14.47
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	248.38	1.75	3.54	4.58	4.54	-0.15	9.37	-	-	-	12.61
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	70.5	0.52	3.25	2.01	3.19	4.38	9.25	6.79	6.72	7.37	7.02
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	35.27	0.42	3.23	1.94	3.14	4.41	9.2	6.94	5.98	6.76	7.38
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan	Debt: Short Duration	01-01-2013	20.18	1.14	3.0	1.68	2.86	4.21	9.0	6.87	7.9	6.3	7.24
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units	Debt: Short Duration	01-01-2013	20.18	1.14	3.0	1.68	2.86	4.21	9.0	6.87	-	-	6.47
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option	Hybrid: Equity Savings	05-01-2013	97.62	2.2	-0.11	2.46	1.01	-1.41	8.7	10.09	12.65	8.12	8.28
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth	Hybrid: Conservative	01-03-2010	2.71	2.19	1.66	2.69	2.62	1.21	8.09	7.46	9.82	6.79	7.34
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	125.98	0.5	2.57	1.2	2.29	4.06	7.79	6.91	5.72	-	6.15
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth	Debt: Medium Duration	18-12-1997	4.28	2.19	2.9	1.77	2.89	3.78	7.77	5.4	4.8	5.53	7.29
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	374.54	1.91	-4.97	3.93	-3.04	-7.98	7.72	13.51	26.49	-	18.87
Sundaram Low Duration Fund (Formerly Know as Principal Low Duation Fund) Regular Principal Units	Debt: Low Duration	02-01-2013	34.7	1.24	2.42	1.14	2.2	3.76	7.62	6.45	-	-	6.19
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option	Debt: Low Duration	01-01-2013	34.7	1.24	2.42	1.14	2.2	3.76	7.62	6.45	7.08	6.0	7.08
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Hybrid: Aggressive	01-01-2013	561.41	1.84	-3.46	4.59	-0.03	-6.16	7.52	11.24	18.52	10.61	10.7
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	Equity: Multi Cap	01-01-2013	261.53	2.01	-7.01	5.72	-2.09	-10.67	7.33	13.08	24.88	12.83	15.33
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) -Growth Option	Debt: Liquid	05-01-2013	547.44	0.4	2.15	0.78	1.86	3.61	7.26	6.75	5.42	6.17	6.91
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Regular Plan Principal Units	Debt: Liquid	01-01-2013	547.44	0.4	2.15	0.78	1.86	3.61	7.26	6.75	-	-	6.48
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	28.94	0.99	2.11	0.67	1.72	3.46	7.01	6.36	4.56	-	4.01
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	149.19	2.09	-2.05	3.57	0.38	-4.27	6.9	9.84	13.7	8.68	9.87
Sundaram Flexicap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	195.67	2.07	-4.84	5.2	-1.03	-8.28	6.76	-	-	-	12.43
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)-Growth Option	Debt: Ultra Short Duration	01-01-2013	170.43	1.5	2.07	0.94	1.86	3.34	6.54	5.83	4.74	5.28	5.47
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	47.27	0.13	1.81	0.56	1.54	3.18	6.5	6.22	4.94	-	5.08
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	128.83	2.25	-4.06	5.34	-0.32	-7.82	5.8	12.47	24.12	12.49	14.17
Sundaram Diversified Equity (ELSS) Regular Plan - Growth	Equity: ELSS	10-05-2005	136.2	2.23	-4.27	5.16	-0.62	-7.85	5.18	11.22	22.23	10.42	14.69
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth	Equity: Large Cap	05-10-2020	329.62	1.93	-3.85	4.39	-0.99	-8.18	3.32	10.6	19.5	10.78	17.15
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Equity: Focused	05-01-2013	104.42	2.3	-7.62	3.56	-4.42	-11.76	3.0	10.45	21.51	11.94	14.87
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth	Index Fund	02-01-2013	9.89	1.08	-3.19	5.83	0.53	-11.65	2.5	12.98	23.81	10.08	11.29
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan	Equity: Dividend Yield	01-02-2013	86.29	2.33	-5.78	4.93	-1.88	-11.0	2.29	13.94	23.18	13.35	13.22
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	88.23	2.49	-8.35	6.38	-3.15	-13.86	1.9	18.04	30.46	12.47	11.53
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	295.59	1.98	-11.32	8.04	-6.08	-15.7	1.89	15.66	32.26	11.88	16.73
Sundaram Business Cycle Fund Regular Plan Growth	Equity: Thematic-Others	25-06-2024	147.7	2.11	-6.55	5.29	-2.36	-7.93	-	-	-	-	0.7