35 ranked Direct-plan Growth schemes. Their combined average AUM is ₹16,853 crore (latest quarter on record; only the ranked Direct plans, so not the fund house's total).
| Fund | Category | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Global Brand Theme-Equity Active FOF Sundaram Mutual Fund |
Overseas FoF | 47.51 | 3.44% | 14.54% | 14.64% | 19.64% | 12.99% | 1.03 | 13.4% | 1.37% | 24 | 35/49 |
| Sundaram Small Cap Fund Sundaram Mutual Fund |
Small Cap | 322.60 | -0.01% | 23.32% | 12.62% | 15.52% | 15.83% | 0.57 | 17.2% | 0.97% | 335 | 15/36 |
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) Sundaram Mutual Fund |
Arbitrage | 16.51 | 1.47% | 3.29% | 6.76% | 7.22% | — | 1.00 | 1.5% | 0.99% | 242 | 8/39 |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Sundaram Mutual Fund |
Liquid | 2520.97 | 1.62% | 3.37% | 6.56% | 6.99% | — | 7.02 | 0.2% | 0.14% | 6,704 | 3/40 |
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) Sundaram Mutual Fund |
Ultra Short Duration | 3173.41 | 1.60% | 3.62% | 6.54% | 7.27% | — | 3.31 | 0.4% | 0.23% | 1,116 | 12/50 |
| Sundaram Money Market Fund Sundaram Mutual Fund |
Money Market | 16.37 | 1.61% | 3.67% | 6.50% | 7.29% | 6.55% | 2.91 | 0.5% | 0.19% | 1,577 | 16/24 |
| Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) Sundaram Mutual Fund |
Ultra Short Duration | 4002.48 | 1.39% | 3.40% | 5.97% | 7.28% | — | 2.48 | 0.6% | 0.40% | 162 | 43/50 |
| Sundaram Small Cap Fund Sundaram Mutual Fund |
Small Cap | 39.76 | -6.22% | 15.65% | 5.62% | 5.24% | 7.95% | -0.04 | 18.0% | 0.97% | 10 | 24/36 |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) Sundaram Mutual Fund |
Short Duration | 51.33 | 0.87% | 3.14% | 5.29% | 7.40% | — | 1.46 | 1.0% | 0.28% | 89 | 9/23 |
| Sundaram Overnight Fund Sundaram Mutual Fund |
Overnight | 1467.96 | 1.27% | 2.56% | 5.22% | 6.03% | 5.71% | -0.69 | 0.1% | 0.08% | 1,064 | 20/37 |
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) Sundaram Mutual Fund |
Banking & PSU | 46.49 | 0.60% | 2.95% | 4.75% | 7.00% | 6.00% | 0.92 | 1.2% | 0.27% | 109 | 10/20 |
| Sundaram Large and Midcap Fund Sundaram Mutual Fund |
Large & Mid Cap | 100.26 | -1.43% | 13.66% | 4.60% | 12.92% | 11.39% | 0.45 | 16.3% | 1.35% | 1,146 | 4/35 |
| Sundaram Corporate Bond Fund Sundaram Mutual Fund |
Corporate Bond | 44.13 | 0.54% | 2.93% | 4.53% | 7.00% | 6.06% | 0.86 | 1.3% | 0.33% | 323 | 16/20 |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Sundaram Mutual Fund |
Medium Duration | 80.50 | -0.03% | 2.19% | 3.26% | 5.91% | 4.81% | -0.12 | 1.5% | 1.16% | 3 | 13/13 |
| Sundaram Mid Cap Fund Sundaram Mutual Fund |
Mid Cap | 1544.33 | -4.43% | 8.54% | 2.70% | 16.10% | 15.73% | 0.63 | 15.7% | 1.05% | 1,294 | 24/33 |
| Sundaram Financial Services Opportunities Fund Sundaram Mutual Fund |
Sectoral/Thematic | 117.71 | -5.89% | 7.84% | 2.35% | 10.93% | 12.97% | 0.29 | 18.3% | 0.92% | 211 | 102/250 |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Sundaram Mutual Fund |
Sectoral/Thematic | 102.68 | -7.86% | 4.31% | 1.77% | 13.90% | 14.56% | 0.46 | 14.9% | 1.79% | 33 | 108/250 |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Sundaram Mutual Fund |
Focused | 178.18 | -1.06% | 10.65% | 1.25% | 9.44% | — | 0.25 | 13.1% | 1.33% | 92 | 13/28 |
| Sundaram Multi Asset Allocation Fund Sundaram Mutual Fund |
Multi Asset Allocation | 13.15 | -2.17% | 2.03% | 1.11% | — | — | — | 13.5% | 0.78% | 139 | 26/36 |
| Sundaram Services Fund Sundaram Mutual Fund |
Sectoral/Thematic | 38.00 | -2.27% | 12.37% | 0.46% | 12.58% | 12.21% | 0.46 | 15.6% | 0.84% | 389 | 125/250 |
| Sundaram Business Cycle Fund Sundaram Mutual Fund |
Sectoral/Thematic | 11.22 | -1.61% | 17.78% | 0.04% | — | — | — | 17.0% | 1.13% | 115 | 130/250 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Sundaram Mutual Fund |
Equity Savings | 82.24 | -1.27% | 2.93% | -0.09% | 8.23% | — | 0.39 | 5.9% | 1.34% | 157 | 22/23 |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Sundaram Mutual Fund |
Index Funds | 183.19 | -5.07% | 7.28% | -0.87% | 12.23% | — | 0.41 | 15.0% | 0.72% | 82 | 178/367 |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Sundaram Mutual Fund |
Conservative Hybrid | 32.23 | -0.90% | 1.22% | -0.90% | 5.00% | 5.10% | -0.31 | 3.4% | 1.13% | 3 | 18/18 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Sundaram Mutual Fund |
Multi Cap | 418.61 | -2.40% | 9.75% | -1.65% | 11.21% | — | 0.36 | 15.2% | 1.25% | 272 | 28/32 |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Mutual Fund |
Balanced Advantage | 40.31 | -2.92% | 3.17% | -2.55% | 7.44% | — | 0.16 | 9.2% | 1.12% | 81 | 30/37 |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Sundaram Mutual Fund |
Aggressive Hybrid | 177.43 | -3.23% | 3.10% | -3.97% | 8.03% | — | 0.19 | 10.5% | 1.16% | 230 | 25/31 |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) Sundaram Mutual Fund |
Large Cap | 21.48 | -4.29% | 2.88% | -4.52% | 6.47% | 7.23% | 0.03 | 13.0% | 0.87% | 293 | 14/34 |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Sundaram Mutual Fund |
Dividend Yield | 137.55 | -4.10% | -1.02% | -6.33% | 8.28% | — | 0.17 | 11.1% | 1.24% | — | 10/12 |
| Sundaram Flexicap Fund Sundaram Mutual Fund |
Flexi Cap | 14.37 | -5.39% | 2.11% | -6.97% | 7.45% | — | 0.10 | 14.1% | 0.86% | 157 | 39/46 |
| Sundaram Multi-Factor Fund Sundaram Mutual Fund |
Sectoral/Thematic | 9.37 | -5.00% | 0.21% | -7.06% | — | — | — | 14.4% | 1.77% | 82 | 196/250 |
| Sundaram ELSS Tax Saver Fund Sundaram Mutual Fund |
ELSS | 502.67 | -5.51% | 1.84% | -7.61% | 7.03% | — | 0.07 | 14.2% | 1.77% | 73 | 33/43 |
| Sundaram Value Fund Sundaram Mutual Fund |
Value | 213.06 | -5.42% | 1.07% | -8.11% | 5.45% | 6.99% | -0.05 | 14.0% | 1.78% | 41 | 20/23 |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) Sundaram Mutual Fund |
Sectoral/Thematic | 98.61 | -2.51% | 8.10% | -8.73% | 7.48% | 9.87% | 0.11 | 15.0% | 1.66% | 143 | 209/250 |
| Sundaram Income Plus Arbitrage Active FoF Sundaram Mutual Fund |
Domestic FoF | 10.42 | 1.06% | 3.13% | — | — | — | — | — | 0.34% | 62 | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
