Certified Financial Advisor | +91-63529 90022

dhavalsheth5005@gmail.com

• 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 360 ONE Mutual Fund SIF Abakkus Mutual Fund Aditya Birla Sun Life Mutual Fund Aditya Birla Sun Life Mutual Fund SIF Angel One Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bandhan Mutual Fund SIF Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Edelweiss Mutual Fund SIF Franklin Templeton Mutual Fund Franklin Templeton Mutual Fund SIF Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund HSBC Mutual Fund SIF ICICI Prudential Mutual Fund ICICI Prudential Mutual Fund SIF Invesco Mutual Fund ITI Mutual Fund ITI Mutual Fund SIF Jio BlackRock Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund SIF LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Mirae Asset Mutual Fund SIF 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 Quant Mutual Fund SIF Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund SBI Mutual Fund SIF Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Tata Mutual Fund SIF Taurus Mutual Fund The Wealth Company Mutual Fund The Wealth Company Mutual Fund SIF Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund Union Mutual Fund SIF 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-Active-Momentum Equity: Thematic-Business-Cycle Equity: Thematic-Consumption Equity: Thematic-Energy Equity: Thematic-ESG Equity: Thematic-Innovation Equity: Thematic-International Equity: Thematic-Manufacturing Equity: Thematic-MNC Equity: Thematic-Multi-Sector Equity: Thematic-Others Equity: Thematic-PSU Equity: Thematic-Quantitative Equity: Thematic-Special-Opportunities 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-Income Plus Arbitrage 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 SIF - Equity Long Short SIF - Hybrid Long Short

  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 Global BrAnd Theme-Equity Active FOF - Regular Growth	Fund of Funds-Overseas	24-08-2007	162.25	2.29	7.45	0.27	5.69	6.73	24.55	16.39	10.96	12.0	8.01
Sundaram Small Cap Fund Regular Plan - Growth	Equity: Small Cap	10-02-2005	3,871.8	1.9	11.98	2.77	12.23	13.03	8.99	18.31	16.34	14.54	16.97
Sundaram Mid Cap Fund Regular Plan - Growth	Equity: Mid Cap	01-07-2002	14,026.07	1.7	3.83	2.47	6.35	6.16	6.86	20.99	17.78	14.94	23.25
Sundaram Liquid Fund Growth Option	Debt: Liquid	05-01-2013	6,365.24	0.35	3.55	0.6	1.62	3.33	6.23	6.84	6.12	5.93	6.87
Sundaram Money Market Fund Regular Plan - Growth	Debt: Money Market	05-09-2018	1,240.16	0.38	3.29	0.65	1.47	3.17	6.03	7.09	6.26	-	6.19
Sundaram Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	03-01-2024	3,268.22	1.82	-1.8	-0.72	-0.93	-2.22	6.0	-	-	-	11.32
Sundaram Infrastructure Advantage Fund Regular Plan - Growth	Equity: Sectoral-Infrastructure	29-09-2005	999.72	2.26	5.47	-0.38	2.96	8.73	5.91	19.08	17.06	14.7	11.77
Sundaram Arbitrage Fund Regular Plan - Growth	Hybrid: Arbitrage	21-04-2016	649.72	1.0	3.28	0.45	1.45	3.01	5.85	6.56	5.55	4.19	4.24
Sundaram Large And Midcap Fund Regular Plan - Growth	Equity: Large and Mid Cap	10-02-2007	6,990.73	1.81	2.98	5.01	7.77	4.79	5.85	14.39	12.6	14.41	14.0
Sundaram Low Duration Fund Growth Option	Debt: Low Duration	01-01-2013	385.22	1.14	2.76	0.58	1.35	2.78	5.2	6.55	7.31	5.69	7.0
Sundaram Overnight Fund Regular Plan - Growth	Debt: Overnight	05-03-2019	853.63	0.16	2.71	0.42	1.26	2.49	5.2	6.04	5.52	-	5.12
Sundaram Ultra Short Duration Fund Growth Option	Debt: Ultra Short Duration	01-01-2013	1,971.83	1.37	2.83	0.53	1.28	2.76	5.04	5.95	5.23	4.89	5.46
Sundaram Short Duration Fund Growth Plan	Debt: Short Duration	01-01-2013	184.09	0.8	2.8	0.55	1.56	2.91	5.0	6.92	7.41	6.01	7.15
Sundaram BankIng & PSU Fund Regular Plan - Growth	Debt: Banking and PSU	30-12-2004	280.44	0.42	2.68	0.58	1.55	2.9	4.94	7.01	5.84	6.4	7.28
Sundaram Corporate Bond Fund Regular Plan- Growth	Debt: Corporate Bond	30-12-2004	628.24	0.55	2.53	0.62	1.6	2.74	4.66	6.93	5.86	6.94	6.92
Sundaram Nifty 100 Equal Weight Fund Growth	Index Fund	02-01-2013	142.37	1.06	1.48	0.67	3.05	2.42	4.16	14.81	12.4	11.65	11.26
Sundaram Medium Duration Fund Regular Plan - Growth	Debt: Medium Duration	18-12-1997	34.7	1.86	1.92	0.65	1.51	2.1	3.19	5.27	4.19	5.15	7.13
Sundaram FInancial Services Opportunities Fund Regular Plan - Growth	Equity: Sectoral-Banking and Financial Services	10-06-2008	1,681.38	2.08	-0.13	2.32	3.57	-1.77	3.1	13.95	13.83	13.62	14.13
Sundaram Services Fund Regular Plan - Growth	Equity: Thematic-Others	21-09-2018	4,933.98	1.84	0.78	4.71	8.62	1.74	2.26	14.8	14.49	-	17.98
Sundaram BusIness Cycle Fund Regular Plan Growth	Equity: Thematic-Business-Cycle	25-06-2024	1,650.24	2.05	1.94	4.82	10.7	4.67	0.33	-	-	-	5.21
Sundaram Equity SavIngs Fund Growth Option	Hybrid: Equity Savings	05-01-2013	1,044.03	2.21	-1.52	0.47	0.86	-0.9	0.15	8.31	8.12	8.1	8.05
Sundaram Multi Cap Fund Growth Option	Equity: Multi Cap	01-01-2013	2,914.87	1.96	-0.7	3.36	5.89	1.92	0.08	14.09	12.25	13.75	15.03
Sundaram Multi-FacTor Fund - Regular - Growth	Equity: Thematic-Others	02-07-2024	917.22	2.21	-7.67	-0.85	-2.44	-6.9	-	-	-	-	-2.9
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth	Fund of Funds-Income Plus Arbitrage	05-01-2025	68.6	0.58	-	0.58	1.54	2.98	-	-	-	-	3.0
Sundaram Focused Fund Growth Option	Equity: Focused	05-01-2013	1,053.04	2.24	-1.18	2.17	4.79	0.91	-0.16	9.83	9.79	12.79	14.4
Sundaram Balanced Advantage Fund Growth Option	Hybrid: Dynamic Asset Allocation	01-01-2013	1,663.71	2.09	-2.54	0.78	0.96	-1.59	-1.04	7.9	7.8	8.73	9.36
Sundaram Conservative Hybrid Fund Regular Plan - Growth	Hybrid: Conservative	01-03-2010	18.69	1.87	-1.85	0.5	0.59	-1.23	-1.17	4.93	6.2	5.98	6.8
Sundaram Aggressive Hybrid Fund Growth	Hybrid: Aggressive	01-01-2013	8,940.52	1.73	-3.62	0.81	0.86	-2.43	-2.21	9.29	8.98	10.66	10.34
Sundaram Large Cap Fund Regular Plan - Growth	Equity: Large Cap	05-10-2020	3,062.98	1.94	-5.46	0.35	0.3	-4.39	-3.54	7.51	8.59	11.48	16.35
Sundaram ELSS Tax Saver Fund Regular Growth	Equity: ELSS	01-01-2013	1,280.74	2.17	-5.95	1.31	0.28	-4.25	-3.74	9.86	10.93	12.77	13.75
Sundaram FlexiCap Fund Regular Growth	Equity: Flexi Cap	06-09-2022	1,990.15	2.03	-5.9	1.3	0.27	-4.21	-3.79	9.38	-	-	9.87
Sundaram Dividend Yield Fund Growth Plan	Equity: Dividend Yield	01-02-2013	819.54	2.3	-6.51	0.02	-2.0	-5.88	-4.0	10.62	10.47	13.5	12.54
Sundaram Value Fund Regular Plan - Growth	Equity: Value	10-05-2005	1,284.74	2.17	-6.79	1.23	-0.54	-5.4	-4.85	7.84	9.57	10.31	14.0
Sundaram Consumption Fund Regular Plan - Growth)	Equity: Thematic-Consumption	12-05-2006	1,422.23	2.14	-6.69	2.51	3.72	-3.09	-6.73	9.25	10.67	11.22	11.64