17 funds, page 1 of 1. Growth option only.
| Fund | Category | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 |
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.
