Sundaram Mutual Fund Mutual Funds

7.5 ✅ High Quality

Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund)

Hybrid Scheme - Arbitrage Fund

6.6% 1Y · 7.3% 3Y

6.6 🟡 Average

Sundaram Global Brand Theme-Equity Active FOF -

Other Scheme - FoF Overseas

31.5% 1Y · 20.0% 3Y

6.3 🟡 Average

Sundaram Long Term Tax Advantage Fund Series III Direct Plan

ELSS

13.4% 1Y · 18.4% 3Y

6.3 🟡 Average

Sundaram Long Term Tax Advantage Fund Series IV Direct Plan

ELSS

14.0% 1Y · 18.7% 3Y

6.2 🟡 Average

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Option

Other Scheme - Index Funds

7.4% 1Y · 17.7% 3Y

6.1 🟡 Average

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan

Equity Scheme - Large Cap Fund

-2.5% 1Y · 10.2% 3Y

6.0 🟡 Average

Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Option

Debt Scheme - Liquid Fund

6.2% 1Y · 7.0% 3Y

6.0 🟡 Average

Sundaram Overnight Fund Direct Plan

Debt Scheme - Overnight Fund

5.3% 1Y · 6.2% 3Y

6.0 🟡 Average

Sundaram Mid Cap Fund Direct Plan

Equity Scheme - Mid Cap Fund

9.4% 1Y · 24.5% 3Y

6.0 🟡 Average

Sundaram Infrastructure Advantage Fund Direct Plan

Equity Scheme - Sectoral/ Thematic

12.6% 1Y · 23.4% 3Y

6.0 🟡 Average

Sundaram Services Fund Direct Plan

Equity Scheme - Sectoral/ Thematic

1.5% 1Y · 16.4% 3Y

6.0 🟡 Average

Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth

Other Scheme - FoF Domestic

1.7% 1Y · 0.6% 3Y

5.8 🟠 Below Avg

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) -

Debt Scheme - Banking and PSU Fund

9.1% 1Y · 5.4% 3Y

5.7 🟠 Below Avg

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Option

Equity Scheme - Dividend Yield Fund

0.0% 1Y · 14.6% 3Y

5.7 🟠 Below Avg

Sundaram Financial Services Opportunities Fund Direct Plan

Equity Scheme - Sectoral/ Thematic

2.4% 1Y · 15.9% 3Y

5.7 🟠 Below Avg

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan

ELSS

10.8% 1Y · 17.5% 3Y

5.5 🟠 Below Avg

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Option

Debt Scheme - Low Duration Fund

5.6% 1Y · 7.2% 3Y

5.5 🟠 Below Avg

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option

Debt Scheme - Ultra Short Duration Fund

6.1% 1Y · 7.2% 3Y

5.4 🟠 Below Avg

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan Option

Equity Scheme - Multi Cap Fund

1.3% 1Y · 16.1% 3Y

5.4 🟠 Below Avg

Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan)

Equity Scheme - Sectoral/ Thematic

-6.6% 1Y · 12.1% 3Y

5.4 🟠 Below Avg

Sundaram Small Cap Fund Direct Plan

Equity Scheme - Small Cap Fund

12.4% 1Y · 21.4% 3Y

5.4 🟠 Below Avg

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Option

Hybrid Scheme - Equity Savings

2.1% 1Y · 11.1% 3Y

5.4 🟠 Below Avg

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan

ELSS

10.9% 1Y · 17.7% 3Y

5.4 🟠 Below Avg

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan

ELSS

10.5% 1Y · 17.7% 3Y

5.4 🟠 Below Avg

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan

ELSS

11.6% 1Y · 18.4% 3Y

5.3 🟠 Below Avg

Sundaram Multi Asset Allocation Fund

Hybrid Scheme - Multi Asset Allocation

10.9% 1Y · 10.9% 3Y

5.1 🟠 Below Avg

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan Option

Hybrid Scheme - Aggressive Hybrid Fund

-0.7% 1Y · 11.7% 3Y

5.0 🟠 Below Avg

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan

Debt Scheme - Banking and PSU Fund

3.8% 1Y · 6.8% 3Y

5.0 🟠 Below Avg

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan

Hybrid Scheme - Conservative Hybrid Fund

-1.6% 1Y · 6.0% 3Y

5.0 🟠 Below Avg

Sundaram Long Term Tax Advantage Fund Series I Direct Plan

ELSS

8.1% 1Y · 13.6% 3Y

5.0 🟠 Below Avg

Sundaram Long Term Tax Advantage Fund Series II Direct Plan

ELSS

4.7% 1Y · 14.4% 3Y

4.7 🟠 Below Avg

Sundaram ELSS Tax Saver Fund

Equity Scheme - ELSS

-1.2% 1Y · 12.6% 3Y

4.7 🟠 Below Avg

Sundaram Flexicap Fund

Equity Scheme - Flexi Cap Fund

-0.3% 1Y · 12.7% 3Y

4.7 🟠 Below Avg

Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) Option

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

0.7% 1Y · 10.3% 3Y

4.4 ❌ Poor

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan Option

Debt Scheme - Short Duration Fund

4.5% 1Y · 7.2% 3Y

4.4 ❌ Poor

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan Option

Equity Scheme - Focused Fund

0.2% 1Y · 12.0% 3Y

4.3 ❌ Poor

Sundaram Value Fund Direct Plan

Equity Scheme - Value Fund

-2.3% 1Y · 10.2% 3Y

4.2 ❌ Poor

Sundaram Business Cycle Fund

Equity Scheme - Sectoral/ Thematic

0.7% 1Y · 2.9% 3Y

4.2 ❌ Poor

Sundaram Multi-Factor Fund - Direct

Equity Scheme - Sectoral/ Thematic

1.4% 1Y · 0.5% 3Y

4.1 ❌ Poor

Sundaram Large and Midcap Fund Direct Plan

Equity Scheme - Large & Mid Cap Fund

5.2% 1Y · 15.8% 3Y

3.9 ❌ Poor

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Income Distribution CUM Capital Withdrawal Option (IDCW)

Equity Scheme - Multi Cap Fund

-5.7% 1Y · 8.0% 3Y

3.7 ❌ Poor

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan

Debt Scheme - Medium Duration Fund

2.5% 1Y · 5.7% 3Y

3.4 ❌ Poor

Sundaram Money Market Fund Direct Plan

Debt Scheme - Money Market Fund

5.9% 1Y · 7.1% 3Y

3.2 ❌ Poor

Sundaram Corporate Bond Fund Direct Plan

Debt Scheme - Corporate Bond Fund

3.6% 1Y · 6.8% 3Y