| 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 Fund Growth | Fund of Funds-Overseas | 24-08-2007 | 45.2 | 2.38 | 11.96 | 3.97 | 4.57 | 18.47 | 18.29 | 6.62 | 9.17 | 6.01 | 5.46 | |
| Sundaram Corporate Bond Fund Regular - Growth | Debt: Corporate Bond | 30-12-2004 | 1,044.4 | 0.51 | 9.65 | 1.28 | 1.57 | 5.92 | 11.09 | 8.33 | 8.6 | 8.14 | 7.37 | |
| Sundaram Small Cap Fund -iNST Growth | Equity: Small Cap | 15-04-2008 | 1,064.03 | 2.44 | 6.67 | 5.83 | 18.45 | 36.98 | 9.65 | -6.09 | 3.11 | 8.41 | 12.34 | |
| Sundaram Short Term Debt Fund -Appreciation Option | Debt: Short Duration | 05-09-2002 | 129 | 1.0 | 8.33 | 0.84 | 1.19 | 5.2 | 9.54 | 3.13 | 4.85 | 7.52 | 6.61 | |
| Sundaram Small Cap Fund-Regular Growth | Equity: Small Cap | 10-02-2005 | 1,064.03 | 2.36 | 5.86 | 5.74 | 18.15 | 36.32 | 8.64 | -6.91 | 2.39 | 7.74 | 14.08 | |
| SUNDARAM BANKING AND PSU DEBT FUND Retail - Growth | Debt: Banking and PSU | 30-12-2004 | 1,721.63 | 0.36 | 6.86 | 0.59 | 1.18 | 4.31 | 8.3 | 7.6 | 7.38 | 7.66 | 7.21 | |
| Sundaram Banking and PSU Debt Fund Regular Growth | Debt: Banking and PSU | 30-12-2004 | 1,721.63 | 0.36 | 6.86 | 0.59 | 1.18 | 4.31 | 8.3 | 7.6 | 7.69 | 8.37 | 7.92 | |
| Sundaram Low Duration Fund Inst Growth | Debt: Low Duration | 23-04-2007 | 424.23 | 0.77 | 6.13 | 0.54 | 1.18 | 3.63 | 7.36 | 3.93 | 5.09 | 6.94 | 6.94 | |
| Sundaram Medium Term Bond Fund - Regular Growth | Debt: Medium Duration | 18-12-1997 | 73.78 | 2.18 | 5.61 | 1.06 | 0.88 | 4.55 | 6.71 | 6.14 | 6.9 | 7.47 | 7.96 | |
| Sundaram Low Duration Fund Regular Growth | Debt: Low Duration | 10-04-2007 | 424.23 | 0.83 | 5.47 | 0.47 | 0.97 | 3.2 | 6.62 | 3.54 | 5.08 | 7.19 | 7.21 | |
| Sundaram Low Duration Fund Retail Growth | Debt: Low Duration | 15-04-2007 | 424.23 | 0.77 | 5.47 | 0.47 | 0.97 | 3.2 | 6.62 | 3.54 | 4.86 | 6.38 | 6.43 | |
| Sundaram Debt Oriented Hybrid Fund- GROWTH | Hybrid: Conservative | 01-03-2010 | 30.08 | 2.18 | 3.6 | 1.92 | 1.02 | 7.05 | 5.64 | 1.85 | 5.21 | 6.49 | 6.71 | |
| Sundaram Money Market Fund - Regular Plan - Growth Option | Debt: Money Market | 01-09-2018 | 92.94 | 0.29 | 4.54 | 0.32 | 0.94 | 2.38 | 5.63 | - | - | - | 7.01 | |
| Sundaram Short Term Credit Risk Fund-Appreciation | Debt: Credit Risk | 19-07-2002 | 115.97 | 1.43 | 4.44 | 0.35 | 0.67 | 2.42 | 5.53 | 1.92 | 3.91 | 5.94 | 5.4 | |
| Sundaram Ultra Short Term Fund Regular Plan Growth | Debt: Ultra Short Duration | 01-07-2019 | 562.9 | 1.4 | 3.99 | 0.34 | 0.77 | 2.16 | 4.91 | - | - | - | 5.43 | |
| Sundaram Money Fund- Retail Appreciation | Debt: Liquid | 06-03-2000 | 3,776.85 | 0.22 | 3.59 | 0.29 | 0.83 | 1.79 | 4.59 | 6.26 | 6.64 | 7.45 | 6.91 | |
| Sundaram Equity Savings Fund Regular Growth | Hybrid: Equity Savings | 30-11-2018 | 93.73 | 2.47 | 2.12 | 2.8 | 2.82 | 9.85 | 4.01 | - | - | - | 5.14 | |
| Sundaram Overnight Fund Regular Plan Growth | Debt: Overnight | 05-03-2019 | 853.31 | 0.19 | 2.8 | 0.25 | 0.74 | 1.47 | 3.7 | - | - | - | 4.83 | |
| Sundaram Select Focus-Inst Growth | Equity: Focused | 15-04-2008 | 1,028.67 | 2.39 | -2.56 | 6.11 | 5.1 | 20.57 | 1.6 | 6.57 | 9.07 | 7.35 | 7.68 | |
| Sundaram Equity Hybrid Fund Regular Growth | Hybrid: Aggressive | 23-06-2000 | 1,544.71 | 2.17 | -1.82 | 4.24 | 3.76 | 15.55 | 1.21 | 5.25 | 8.06 | 6.17 | 11.63 | |
| Sundaram Select Focus-Growth | Equity: Focused | 10-07-2002 | 1,028.67 | 2.32 | -3.29 | 6.02 | 4.83 | 19.98 | 0.7 | 5.35 | 8.15 | 6.6 | 17.42 | |
| Sundaram Services Fund Regular Plan Growth | Equity: Thematic-Others | 21-09-2018 | 1,114.75 | 2.3 | -4.43 | 5.1 | 5.99 | 23.5 | 0.35 | - | - | - | 9.14 | |
| Sundaram Arbitrage Fund Regular Plan Growth Option | Hybrid: Arbitrage | 04-02-2020 | 66.8 | 0.93 | - | 0.39 | 1.26 | 1.35 | - | - | - | - | 2.58 | |
| Sundaram Balanced Advantage Fund Regular Plan Growth Option | Hybrid: Dynamic Asset Allocation | 01-03-2020 | 629.71 | 2.39 | - | 3.85 | 3.7 | 14.72 | - | - | - | - | 16.97 | |
| Sundaram Bluechip Fund Regular Plan Growth Option | Equity: Large Cap | 01-10-2020 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.35 | |
| Sundaram Equity Fund Regular Plan Growth Option | Equity: Multi Cap | 01-09-2019 | 580.95 | 2.37 | -3.19 | 4.67 | 6.43 | 24.88 | -0.1 | - | - | - | 4.13 | |
| Sundaram Mid Cap Fund -Growth | Equity: Mid Cap | 01-07-2002 | 5,335.41 | 1.96 | -5.45 | 3.2 | 9.01 | 23.95 | -1.61 | -4.37 | 4.71 | 9.82 | 23.0 | |
| Sundaram Rural and Consumption Regular Growth | Equity: Thematic-Consumption | 12-05-2006 | 1,476.87 | 2.23 | -3.19 | 3.17 | 3.82 | 18.65 | -2.06 | -0.83 | 9.43 | 8.96 | 10.32 | |
| Sundaram Smart Nifty 100 Equal Weight Fund - Regular Plan - Growth | Index Fund | 10-01-2017 | 20.46 | 0.95 | -4.64 | 4.85 | 4.25 | 22.92 | -2.27 | -1.88 | - | - | 3.48 | |
| Sundaram Diversified Equity-A Long-term Tax Saver Fund OE- App | Equity: ELSS | 10-05-2005 | 2,197.49 | 2.13 | -5.96 | 5.06 | 7.09 | 25.31 | -3.71 | -1.73 | 5.41 | 6.96 | 13.7 | |
| Sundaram Large and Midcap Growth | Equity: Large and Mid Cap | 10-02-2007 | 1,251.99 | 2.22 | -5.77 | 3.89 | 6.75 | 23.51 | -4.04 | 3.61 | 8.66 | 8.32 | 9.69 | |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) Regular Plan Growth | Equity: Sectoral-Infrastructure | 29-09-2005 | 428.34 | 2.67 | -7.64 | 3.29 | 5.43 | 22.27 | -6.58 | -5.56 | 2.78 | 0.56 | 7.27 | |
| Sundaram Financial Services Opportunities Fund Inst Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 208.11 | 2.82 | -16.69 | 14.15 | 4.99 | 22.11 | -9.82 | 2.91 | 8.26 | 6.32 | 12.57 | |
| Sundaram Financial Services Opportunities Fund Reg Growth | Equity: Sectoral-Banking and Financial Services | 10-06-2008 | 208.11 | 2.69 | -17.38 | 14.02 | 4.64 | 21.39 | -10.68 | 1.98 | 7.4 | 5.48 | 11.83 | |
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