Sundaram Mutual Fund

Sundaram Mutual Fund runs 42 mutual fund schemes with total assets of ₹73,007 Cr, making it the 21st largest of 48 fund houses we track by assets under management.

Schemes:
42
Total AUM:
₹73,007 Cr
Avg 1Y return:
+7.02%
Avg 3Y return:
+11.20%
Avg expense ratio:
0.94%

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 42 Sundaram Mutual Fund schemes

Grouped by category, largest group first. Within each group, largest fund first.

Equity (14)

#FundCategory
1Sundaram Mid Cap Fund Direct Plan - GrowthBronzeMid Cap Fund₹14,026 Cr+12.60%+21.89%
2Sundaram Large and Midcap Fund Direct Plan - GrowthSilverLarge & Mid Cap Fund₹6,991 Cr+13.72%+16.59%
3Sundaram Services Fund Direct Plan - GrowthBronzeSectoral/ Thematic₹4,934 Cr+8.96%+16.33%
4Sundaram Small Cap Fund Direct Plan - GrowthSilverSmall Cap Fund₹3,872 Cr+19.57%+19.25%
5Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - GrowthLarge Cap Fund₹3,063 Cr+3.38%+9.67%
6Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth OptionMulti Cap Fund₹2,915 Cr+6.60%+15.34%
7Sundaram Financial Services Opportunities Fund Direct Plan - GrowthSectoral/ Thematic₹1,681 Cr+9.70%+14.45%
8Sundaram Business Cycle Fund Direct Plan GrowthSectoral/ Thematic₹1,650 Cr+7.66%
9Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)Sectoral/ Thematic₹1,422 Cr+1.84%+12.72%
10Sundaram Value Fund Direct Plan - GrowthValue Fund₹1,300 Cr-1.19%+8.45%
11Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth OptionFocused Fund₹1,053 Cr+7.57%+11.95%
12Sundaram Infrastructure Advantage Fund Direct Plan - GrowthSectoral/ Thematic₹1,000 Cr+9.77%+18.54%
13Sundaram ELSS Tax Saver Fund Direct Plan GrowthELSS+0.56%+10.64%
14Sundaram Flexicap Fund Direct GrowthFlexi Cap Fund+1.45%+11.23%

Hybrid (9)

#FundCategory
1Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth OptionBronzeAggressive Hybrid Fund₹8,941 Cr+2.84%+10.90%
2Sundaram Multi Asset Allocation Fund Direct Plan GrowthMulti Asset Allocation₹3,268 Cr+11.79%
3Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionDynamic Asset Allocation or Balanced Advantage₹1,664 Cr+3.83%+9.94%
4Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth OptionBronzeEquity Savings₹1,044 Cr+3.73%+10.07%
5Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - GrowthSilverArbitrage Fund₹650 Cr+6.79%+7.35%
6Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - GrowthConservative Hybrid Fund₹19 Cr+1.62%+5.99%
7Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal OptionAggressive Hybrid Fund-7.09%+0.36%
8Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital WithdrawalArbitrage Fund+0.41%+5.16%
9Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal OptionDynamic Asset Allocation or Balanced Advantage-5.22%+1.60%

Debt (9)

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 numeric column to re-sort; funds with no value for that 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.