Sundaram Mutual Fund
Sundaram Mutual Fund runs 42 mutual fund schemes with total assets of ₹75,039 Cr, making it the 21st largest of 55 fund houses we track by assets under management.
- Schemes:
- 42
- Total AUM:
- ₹75,039 Cr
- Avg 1Y return:
- -2.93%
- Avg 3Y return:
- +8.96%
- Avg expense ratio:
- 0.97%
Counts and averages cover Direct-plan Growth schemes, so each fund is counted once rather than once per plan and option variant. Averages are unweighted across schemes.
All 40 Sundaram Mutual Fund schemes
Grouped by category, largest group first. Within each group, largest fund first.
Equity (22)
Largest: Sundaram Mid Cap Fund Direct Plan - Growth · 61% of this house's assets
Debt (9)
Largest: Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Option · 18% of this house's assets
Hybrid (6)
Largest: Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option · 20% of this house's assets
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionSilver | Aggressive Hybrid Fund | ₹8,793 Cr | -8.74% | +7.67% | 1.15% |
| 2 | Sundaram Multi Asset Allocation Fund Direct Plan Growth | Multi Asset Allocation | ₹3,205 Cr | -5.04% | — | 0.78% |
| 3 | Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - GROWTH - Direct PlanSilver | Dynamic Asset Allocation or Balanced Advantage | ₹1,596 Cr | -6.93% | +7.05% | 1.11% |
| 4 | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Equity Savings | ₹943 Cr | -2.68% | +8.31% | 1.34% |
| 5 | Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - GrowthGold | Arbitrage Fund | ₹539 Cr | +6.97% | +7.26% | 0.98% |
| 6 | Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth | Conservative Hybrid Fund | ₹18 Cr | -2.00% | +5.26% | 1.14% |
Other (3)
Largest: Sundaram Global Brand Theme-Equity Active FOF - Direct Growth · 0% of this house's assets
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | Sundaram Global Brand Theme-Equity Active FOF - Direct Growth | FoF Overseas | ₹169 Cr | +13.60% | +20.33% | 1.37% |
| 2 | Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth OptionSilver | Index Funds | ₹140 Cr | -5.87% | +12.12% | 0.76% |
| 3 | Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth | FoF Domestic | ₹56 Cr | — | — | 0.34% |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Direct-plan Growth schemes only, largest first within each category.