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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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