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Sundaram Mutual Fund

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  Fund Rating Category Launch Expense
Ratio (%)
1-Year
Return (%)
1-Year
Rank
Net Assets (Cr)
PDF Sundaram Banking & PSU Debt Fund - Direct Plan Jan-2013 0.23 10.47 13/17 1,031
PDF Sundaram Banking & PSU Debt Fund - Regular Plan Dec-2004 0.36 10.33 11/17 1,031
PDF Sundaram Banking & PSU Debt Fund - Retail Plan Dec-2004 - 10.33 - 1,031
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 - Direct Plan Unrated Mar-2016 - 5.93 41/99 97
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 - Regular Plan Unrated Mar-2016 - 5.62 22/99 97
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 - Direct Plan Unrated Apr-2016 - 5.81 42/99 87
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 - Regular Plan Unrated Apr-2016 - 5.57 23/99 87
PDF Sundaram Corporate Bond Fund - Direct Plan (Erstwhile Sundaram Flexible Income Reg) Jan-2013 0.28 11.86 2/18 662
PDF Sundaram Corporate Bond Fund - Regular Plan (Erstwhile Sundaram Flexible Income Reg) Dec-2004 0.51 11.55 2/18 662
PDF Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan) Mar-2010 2.19 -4.01 31/35 57
PDF Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan) Jan-2013 1.61 -3.08 32/35 57
PDF Sundaram Diversified Equity Fund Nov-1999 2.13 -13.91 30/35 2,477
PDF Sundaram Diversified Equity Fund - Direct Plan Jan-2013 1.76 -13.55 31/35 2,477
PDF Sundaram Emerging Small Cap Series 1 - Direct Plan Unrated Mar-2018 - -20.21 7/20 137
PDF Sundaram Emerging Small Cap Series 1 - Regular Plan Unrated Mar-2018 - -20.99 7/20 137
PDF Sundaram Emerging Small Cap Series II - Direct Plan Unrated Apr-2018 - -20.22 8/20 148
PDF Sundaram Emerging Small Cap Series II - Regular Plan Unrated Apr-2018 - -21.24 9/20 148
PDF Sundaram Emerging Small Cap Series III - Direct Plan Unrated May-2018 - -18.28 5/20 129
PDF Sundaram Emerging Small Cap Series III - Regular Plan Unrated May-2018 - -19.17 5/20 129
PDF Sundaram Emerging Small Cap Series IV - Direct Plan Unrated Jun-2018 - -16.39 3/20 93
PDF Sundaram Emerging Small Cap Series IV - Regular Plan Unrated Jun-2018 - -17.40 3/20 93
PDF Sundaram Emerging Small Cap Series V - Direct Plan Unrated Aug-2018 - -15.33 2/20 35
PDF Sundaram Emerging Small Cap Series V - Regular Plan Unrated Aug-2018 - -15.92 2/20 35
PDF Sundaram Emerging Small Cap Series VI - Direct Plan Unrated Sep-2018 - - - 18
PDF Sundaram Emerging Small Cap Series VI - Regular Plan Unrated Sep-2018 - - - 18
PDF Sundaram Emerging Small Cap Series VII - Direct Plan Unrated Sep-2018 - - - 63
PDF Sundaram Emerging Small Cap Series VII - Regular Plan Unrated Sep-2018 - - - 63
PDF Sundaram Equity Fund - Direct Plan Unrated Aug-2019 - - - -
PDF Sundaram Equity Fund - Regular Plan Unrated Aug-2019 - - - -
PDF Sundaram Equity Hybrid Fund - Direct Plan (Erstwhile Sundaram Balanced) Jan-2013 1.42 -2.68 14/36 1,721
PDF Sundaram Equity Hybrid Fund - Regular Plan (Erstwhile Sundaram Balanced) Jun-2000 2.34 -3.79 14/36 1,721
PDF Sundaram Equity Savings Fund - Direct Plan Unrated Dec-2018 0.73 - - 140
PDF Sundaram Equity Savings Fund - Regular Plan Unrated Dec-2018 2.49 - - 140
PDF Sundaram Financial Services Opportunities Fund - Direct Plan Jan-2013 2.14 -1.09 3/18 180
PDF Sundaram Financial Services Opportunities Fund - Institutional Plan Jun-2008 - -1.09 - 180
PDF Sundaram Financial Services Opportunities Fund - Regular Plan Jun-2008 2.90 -1.69 2/18 180
PDF Sundaram Fixed Term Plan IC - Direct Plan Unrated Jan-2018 - 10.26 155/457 121
PDF Sundaram Fixed Term Plan IC - Regular Plan Unrated Jan-2018 - 10.25 80/457 121
PDF Sundaram Fixed Term Plan IE - Direct Plan Unrated Feb-2018 - 6.73 391/457 82
PDF Sundaram Fixed Term Plan IE - Regular Plan Unrated Feb-2018 - 6.37 390/457 82
PDF Sundaram Fixed Term Plan IJ - Direct Plan Unrated Jun-2018 - 10.49 85/457 117
PDF Sundaram Fixed Term Plan IJ - Regular Plan Unrated Jun-2018 - 10.43 33/457 117
PDF Sundaram Fixed Term Plan IK - Direct Plan Unrated Jul-2018 - 10.79 26/457 90
PDF Sundaram Fixed Term Plan IK - Regular Plan Unrated Jul-2018 - 10.66 23/457 90
PDF Sundaram Fixed Term Plan IS - Direct Plan Unrated Mar-2019 - - - 68
PDF Sundaram Fixed Term Plan IS - Regular Plan Unrated Mar-2019 - - - 68
PDF Sundaram Global Advantage Fund Unrated Aug-2007 0.22 -1.47 27/37 21
PDF Sundaram Global Advantage Fund - Direct Plan Unrated Jan-2013 0.10 -0.97 26/37 21
PDF Sundaram Hybrid Fund - Series O - Direct Plan Unrated Mar-2016 - 5.58 47/99 91
PDF Sundaram Hybrid Fund - Series O - Regular Plan Unrated Mar-2016 - 5.27 35/99 91
PDF Sundaram Hybrid Fund - Series P - Direct Plan Unrated Mar-2016 - 5.96 38/99 62
PDF Sundaram Hybrid Fund - Series P - Regular Plan Unrated Mar-2016 - 5.51 26/99 62
PDF Sundaram Hybrid Fund Series U - Direct Plan Unrated Apr-2017 - 6.50 23/99 52
PDF Sundaram Hybrid Fund Series U - Regular Plan Unrated Apr-2017 - 5.97 14/99 52
PDF Sundaram Infrastructure Advantage Fund - Direct Plan Jan-2013 2.12 -13.36 13/21 548
PDF Sundaram Infrastructure Advantage Fund - Regular Plan Sep-2005 2.65 -13.79 14/21 548
PDF Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier) Feb-2007 2.65 -10.09 12/22 695
PDF Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier) Jan-2013 1.70 -9.27 11/22 695
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Direct Plan Unrated Nov-2016 - -25.70 19/25 97
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan Unrated Nov-2016 - -26.01 22/25 97
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Direct Plan Unrated Mar-2017 - -26.68 20/25 41
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Regular Plan Unrated Mar-2017 - -27.06 23/25 41
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Direct Plan Unrated Jul-2017 - -28.04 22/25 40
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan Unrated Jul-2017 - -28.37 24/25 40
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series VI - Direct Plan Unrated Sep-2017 - -27.93 21/25 35
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series VI - Regular Plan Unrated Sep-2017 - -28.87 25/25 35
PDF Sundaram Long Term Tax Advantage Fund Series I - Direct Plan Unrated Mar-2015 - -12.12 10/25 18
PDF Sundaram Long Term Tax Advantage Fund Series I - Regular Plan Unrated Mar-2015 - -12.45 12/25 18
PDF Sundaram Long Term Tax Advantage Fund Series II - Direct Plan Unrated Mar-2016 - -11.01 9/25 15
PDF Sundaram Long Term Tax Advantage Fund Series II - Regular Plan Unrated Mar-2016 - -11.50 11/25 15
PDF Sundaram Long Term Tax Advantage Fund Series III - Direct Plan Unrated Mar-2018 - -22.10 16/25 39
PDF Sundaram Long Term Tax Advantage Fund Series III - Regular Plan Unrated Mar-2018 - -22.98 20/25 39
PDF Sundaram Long Term Tax Advantage Fund Series IV - Direct Plan Unrated Jun-2018 - -17.52 13/25 25
PDF Sundaram Long Term Tax Advantage Fund Series IV - Regular Plan Unrated Jun-2018 - -17.90 16/25 25
PDF Sundaram Low Duration Fund - Direct Plan (Erstwhile Sundaram Ultra Short Term Retail) Jan-2013 0.26 -1.67 20/26 936
PDF Sundaram Low Duration Fund - Institutional Plan (Erstwhile Sundaram Ultra Short Term Retail) Apr-2007 - -1.57 - 936
PDF Sundaram Low Duration Fund - Regular Plan (Erstwhile Sundaram Ultra Short Term Retail) Apr-2007 0.75 -2.21 19/26 936
PDF Sundaram Low Duration Fund - Retail Plan (Erstwhile Sundaram Ultra Short Term Retail) Apr-2007 - -2.21 - 936
PDF Sundaram Medium Term Bond Fund - Direct Plan (Erstwhile Sundaram Bond Saver) Jan-2013 1.27 9.42 5/16 90
PDF Sundaram Medium Term Bond Fund - Regular Plan (Erstwhile Sundaram Bond Saver) Dec-1997 2.00 8.55 5/16 90
PDF Sundaram Medium Term Bond Fund Inst (Erstwhile Sundaram Bond Saver) Aug-2003 - 8.55 - 90
PDF Sundaram Mid Cap Fund - Direct Plan (Erstwhile Sundaram Select Midcap Reg) Jan-2013 1.18 -17.15 18/23 5,446
PDF Sundaram Mid Cap Fund - Institutional Plan (Erstwhile Sundaram Select Midcap Reg) Apr-2008 - -17.15 - 5,446
PDF Sundaram Mid Cap Fund - Regular Plan (Erstwhile Sundaram Select Midcap Reg) Jul-2002 2.03 -17.81 17/23 5,446
PDF Sundaram Money Fund Mar-2000 - 7.38 - 6,434
PDF Sundaram Money Fund - Direct Plan Jan-2013 0.13 7.45 12/39 6,434
PDF Sundaram Money Fund - Institutional Plan Sep-2004 - 7.38 - 6,434
PDF Sundaram Money Fund - Regular Plan Dec-2005 0.21 7.38 12/39 6,434
PDF Sundaram Money Market Fund - Direct Plan Unrated Sep-2018 0.18 - - 167
PDF Sundaram Money Market Fund - Regular Plan Unrated Sep-2018 0.31 - - 167
PDF Sundaram Multi Cap Fund - Series I - Direct Plan Unrated Jun-2018 - -7.56 15/43 81
PDF Sundaram Multi Cap Fund - Series I - Regular Plan Unrated Jun-2018 - -8.12 16/43 81
PDF Sundaram Multi Cap Fund - Series II - Direct Plan Unrated Jul-2018 - -5.78 12/43 48
PDF Sundaram Multi Cap Fund - Series II - Regular Plan Unrated Jul-2018 - -6.45 11/43 48
PDF Sundaram Overnight Fund - Direct Plan Unrated Mar-2019 0.11 - - 5
PDF Sundaram Overnight Fund - Regular Plan Unrated Mar-2019 0.21 - - 5
PDF Sundaram Rural and Consumption Fund - Direct Plan (Erstwhile Sundaram Rural India Reg) Unrated Jan-2013 1.39 -13.36 5/9 2,067
PDF Sundaram Rural and Consumption Fund - Regular Plan (Erstwhile Sundaram Rural India Reg) Unrated May-2006 2.21 -13.99 6/9 2,067
PDF Sundaram Select Focus Fund - Direct Plan Jan-2013 1.69 -3.57 10/94 976
PDF Sundaram Select Focus Fund - Institutional Plan Apr-2008 - -3.57 - 976
PDF Sundaram Select Focus Fund - Regular Plan Jul-2002 2.48 -4.46 23/94 976
PDF Sundaram Select Micro Cap Fund - Series IX - Direct Plan Unrated Nov-2015 - -20.70 10/20 57
PDF Sundaram Select Micro Cap Fund - Series IX - Regular Plan Unrated Nov-2015 - -21.43 10/20 57
PDF Sundaram Select Micro Cap Fund - Series VIII - Direct Plan Unrated Oct-2015 - -20.31 9/20 97
PDF Sundaram Select Micro Cap Fund - Series VIII - Regular Plan Unrated Oct-2015 - -21.04 8/20 97
PDF Sundaram Select Micro Cap Fund - Series X - Direct Plan Unrated Dec-2015 - -21.80 11/20 37
PDF Sundaram Select Micro Cap Fund - Series X - Regular Plan Unrated Dec-2015 - -22.45 11/20 37
PDF Sundaram Select Micro Cap Series XI - Direct Plan Unrated Dec-2016 - -25.47 13/20 82
PDF Sundaram Select Micro Cap Series XI - Regular Plan Unrated Dec-2016 - -25.95 13/20 82
PDF Sundaram Select Micro Cap Series XII - Direct Plan Unrated Feb-2017 - -25.18 12/20 60
PDF Sundaram Select Micro Cap Series XII - Regular Plan Unrated Feb-2017 - -25.72 12/20 60
PDF Sundaram Select Micro Cap Series XIV - Direct Plan Unrated Apr-2017 - -27.15 15/20 101
PDF Sundaram Select Micro Cap Series XIV - Regular Plan Unrated Apr-2017 - -27.57 15/20 101
PDF Sundaram Select Micro Cap Series XV - Direct Plan Unrated May-2017 - -28.64 18/20 99
PDF Sundaram Select Micro Cap Series XV - Regular Plan Unrated May-2017 - -29.22 18/20 99
PDF Sundaram Select Micro Cap Series XVI - Direct Plan Unrated Aug-2017 - -28.51 17/20 63
PDF Sundaram Select Micro Cap Series XVI - Regular Plan Unrated Aug-2017 - -28.91 17/20 63
PDF Sundaram Select Micro Cap Series XVII - Direct Plan Unrated Oct-2017 - -29.12 19/20 53
PDF Sundaram Select Micro Cap Series XVII - Regular Plan Unrated Oct-2017 - -29.91 20/20 53
PDF Sundaram Select Small Cap Series III - Direct Plan Unrated Mar-2015 - -9.84 1/6 48
PDF Sundaram Select Small Cap Series III - Regular Plan Unrated Mar-2015 - -10.24 2/6 48
PDF Sundaram Select Small Cap Series IV - Direct Plan Unrated Apr-2015 - -9.89 2/6 50
PDF Sundaram Select Small Cap Series IV - Regular Plan Unrated Apr-2015 - -10.16 1/6 50
PDF Sundaram Select Small Cap Series V - Direct Plan Unrated Jun-2017 - -10.26 3/6 78
PDF Sundaram Select Small Cap Series V - Regular Plan Unrated Jun-2017 - -11.01 3/6 78
PDF Sundaram Select Small Cap Series VI - Direct Plan Unrated Jul-2017 - -10.98 4/6 34
PDF Sundaram Select Small Cap Series VI - Regular Plan Unrated Jul-2017 - -11.62 4/6 34
PDF Sundaram Services Fund - Direct Plan Unrated Sep-2018 1.52 - - 1,161
PDF Sundaram Services Fund - Regular Plan Unrated Sep-2018 2.37 - - 1,161
PDF Sundaram Short Term Credit Risk Fund (Erstwhile Sundaram Income Plus) Unrated Jul-2002 1.26 -5.76 17/19 321
PDF Sundaram Short Term Credit Risk Fund Direct (Erstwhile Sundaram Income Plus) Unrated Jan-2013 0.64 -5.11 17/19 321
PDF Sundaram Short Term Debt Fund (Erstwhile Sundaram Select Debt Short-term Asset Plan) Sep-2002 0.92 -4.75 27/28 220
PDF Sundaram Short Term Debt Fund - Direct Plan (Erstwhile Sundaram Select Debt Short-term Asset Plan) Jan-2013 0.26 -4.09 27/28 220
PDF Sundaram Small Cap Fund - Direct Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Jan-2013 1.40 -22.90 12/14 996
PDF Sundaram Small Cap Fund - Institutional Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Apr-2008 - -22.91 - 996
PDF Sundaram Small Cap Fund - Regular Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Feb-2005 2.50 -23.59 12/14 996
PDF Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan Unrated Jan-2017 0.51 -15.35 53/94 22
PDF Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan Unrated Jan-2017 1.05 -16.04 87/94 22
PDF Sundaram Top 100 Series - VI - Direct Plan Unrated Mar-2017 - -12.36 11/12 27
PDF Sundaram Top 100 Series - VI - Regular Plan Unrated Mar-2017 - -13.22 11/12 27
PDF Sundaram Top 100 Series - VII - Direct Plan Unrated Mar-2017 - -12.79 12/12 19
PDF Sundaram Top 100 Series - VII - Regular Plan Unrated Mar-2017 - -13.55 12/12 19
PDF Sundaram Ultra Short Term Fund - Direct Plan Unrated Jun-2019 0.17 - - 159
PDF Sundaram Ultra Short Term Fund - Regular Plan Unrated Jun-2019 1.42 - - 159
PDF Sundaram Value Fund Series II - Direct Plan Unrated Feb-2015 - -10.82 23/43 32
PDF Sundaram Value Fund Series II - Regular Plan Unrated Feb-2015 - -11.19 19/43 32
PDF Sundaram Value Fund Series III - Direct Plan Unrated Feb-2016 - -10.68 22/43 34
PDF Sundaram Value Fund Series III - Regular Plan Unrated Feb-2016 - -11.23 20/43 34
PDF Sundaram Value Fund Series IX - Direct Plan Unrated Nov-2017 - -14.92 30/43 92
PDF Sundaram Value Fund Series IX - Regular Plan Unrated Nov-2017 - -16.01 33/43 92
PDF Sundaram Value Fund Series VII - Direct Plan Unrated Mar-2017 - -19.36 6/20 24
PDF Sundaram Value Fund Series VII - Regular Plan Unrated Mar-2017 - -19.98 6/20 24
PDF Sundaram Value Fund Series VIII - Direct Plan Unrated May-2017 - -15.00 31/43 77
PDF Sundaram Value Fund Series VIII - Regular Plan Unrated May-2017 - -15.79 31/43 77
PDF Sundaram Value Fund Series X - Direct Plan Unrated Nov-2017 - -16.03 34/43 52
PDF Sundaram Value Fund Series X - Regular Plan Unrated Nov-2017 - -17.05 35/43 52
PDF Sundaram World Brand Fund - Series II - Direct Plan Unrated Dec-2014 - 7.29 1/2 63
PDF Sundaram World Brand Fund - Series II - Regular Plan Unrated Dec-2014 - 6.79 1/2 63
PDF Sundaram World Brand Fund - Series III - Direct Plan Unrated Dec-2014 - 7.21 2/2 46
PDF Sundaram World Brand Fund - Series III - Regular Plan Unrated Dec-2014 - 6.74 2/2 46
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