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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 11.38 12/17 1,123
PDF Sundaram Banking & PSU Debt Fund - Regular Plan Dec-2004 0.36 11.23 11/17 1,123
PDF Sundaram Banking & PSU Debt Fund - Retail Plan Unrated Dec-2004 - 11.23 - 1,123
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 - Direct Plan Unrated Mar-2016 1.05 10.84 8/81 100
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 - Regular Plan Unrated Mar-2016 1.15 10.60 4/82 100
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 - Direct Plan Unrated Apr-2016 0.99 10.96 7/81 89
PDF Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 - Regular Plan Unrated Apr-2016 1.14 10.75 2/82 89
PDF Sundaram Corporate Bond Fund - Direct Plan (Erstwhile Sundaram Flexible Income Reg) Jan-2013 0.28 13.29 2/19 807
PDF Sundaram Corporate Bond Fund - Regular Plan (Erstwhile Sundaram Flexible Income Reg) Dec-2004 0.51 13.05 2/19 807
PDF Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan) Mar-2010 2.15 1.87 34/36 47
PDF Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan) Jan-2013 1.10 2.65 34/36 47
PDF Sundaram Diversified Equity Fund Nov-1999 2.09 8.96 21/35 2,632
PDF Sundaram Diversified Equity Fund - Direct Plan Jan-2013 1.68 9.38 21/35 2,632
PDF Sundaram Emerging Small Cap Series 1 - Direct Plan Unrated Mar-2018 0.93 -1.33 9/21 150
PDF Sundaram Emerging Small Cap Series 1 - Regular Plan Unrated Mar-2018 1.38 -2.07 9/21 150
PDF Sundaram Emerging Small Cap Series II - Direct Plan Unrated Apr-2018 0.54 -0.16 6/21 163
PDF Sundaram Emerging Small Cap Series II - Regular Plan Unrated Apr-2018 1.32 -1.22 7/21 163
PDF Sundaram Emerging Small Cap Series III - Direct Plan Unrated May-2018 0.75 0.33 5/21 142
PDF Sundaram Emerging Small Cap Series III - Regular Plan Unrated May-2018 1.35 -0.56 5/21 142
PDF Sundaram Emerging Small Cap Series IV - Direct Plan Unrated Jun-2018 0.74 0.79 4/21 103
PDF Sundaram Emerging Small Cap Series IV - Regular Plan Unrated Jun-2018 1.34 -0.18 4/21 103
PDF Sundaram Emerging Small Cap Series V - Direct Plan Unrated Aug-2018 0.79 -1.77 10/21 38
PDF Sundaram Emerging Small Cap Series V - Regular Plan Unrated Aug-2018 1.35 -2.40 10/21 38
PDF Sundaram Emerging Small Cap Series VI - Direct Plan Unrated Sep-2018 0.79 4.00 1/21 20
PDF Sundaram Emerging Small Cap Series VI - Regular Plan Unrated Sep-2018 1.35 3.44 1/21 20
PDF Sundaram Emerging Small Cap Series VII - Direct Plan Unrated Sep-2018 0.96 3.90 2/21 71
PDF Sundaram Emerging Small Cap Series VII - Regular Plan Unrated Sep-2018 1.37 3.34 2/21 71
PDF Sundaram Equity Fund - Direct Plan Unrated Sep-2019 0.55 - - 451
PDF Sundaram Equity Fund - Regular Plan Unrated Sep-2019 2.44 - - 451
PDF Sundaram Equity Hybrid Fund - Direct Plan (Erstwhile Sundaram Balanced) Jan-2013 1.39 14.10 8/38 1,824
PDF Sundaram Equity Hybrid Fund - Regular Plan (Erstwhile Sundaram Balanced) Jun-2000 2.17 13.02 8/38 1,824
PDF Sundaram Equity Savings Fund - Direct Plan Unrated Dec-2018 0.21 - - 146
PDF Sundaram Equity Savings Fund - Regular Plan Unrated Dec-2018 2.34 - - 146
PDF Sundaram Financial Services Opportunities Fund - Direct Plan Jan-2013 2.06 27.69 2/12 204
PDF Sundaram Financial Services Opportunities Fund - Institutional Plan Unrated Jun-2008 - 27.69 - 204
PDF Sundaram Financial Services Opportunities Fund - Regular Plan Jun-2008 2.82 26.91 2/18 204
PDF Sundaram Fixed Term Plan IC - Direct Plan Unrated Jan-2018 0.18 11.15 220/526 125
PDF Sundaram Fixed Term Plan IC - Regular Plan Unrated Jan-2018 0.19 11.14 168/526 125
PDF Sundaram Fixed Term Plan IE - Direct Plan Unrated Feb-2018 0.23 8.45 444/526 84
PDF Sundaram Fixed Term Plan IE - Regular Plan Unrated Feb-2018 0.50 8.12 444/526 84
PDF Sundaram Fixed Term Plan IJ - Direct Plan Unrated Jun-2018 0.12 11.55 119/526 120
PDF Sundaram Fixed Term Plan IJ - Regular Plan Unrated Jun-2018 0.17 11.49 74/526 120
PDF Sundaram Fixed Term Plan IK - Direct Plan Unrated Jul-2018 0.05 11.76 76/526 92
PDF Sundaram Fixed Term Plan IK - Regular Plan Unrated Jul-2018 0.17 11.62 58/526 92
PDF Sundaram Fixed Term Plan IS - Direct Plan Unrated Mar-2019 0.10 - - 70
PDF Sundaram Fixed Term Plan IS - Regular Plan Unrated Mar-2019 0.22 - - 70
PDF Sundaram Global Brand Fund (Erstwhile Sundaram Global Advantage) Unrated Aug-2007 0.97 12.59 20/37 22
PDF Sundaram Global Brand Fund - Direct Plan (Erstwhile Sundaram Global Advantage) Unrated Jan-2013 0.60 13.10 19/35 22
PDF Sundaram Hybrid Fund Series U - Direct Plan Unrated Apr-2017 0.86 11.05 6/81 53
PDF Sundaram Hybrid Fund Series U - Regular Plan Unrated Apr-2017 1.12 10.61 3/82 53
PDF Sundaram Infrastructure Advantage Fund - Direct Plan Jan-2013 2.08 6.70 9/20 556
PDF Sundaram Infrastructure Advantage Fund - Regular Plan Sep-2005 2.61 6.19 9/21 556
PDF Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier) Feb-2007 2.44 13.34 6/24 871
PDF Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier) Jan-2013 1.28 14.40 7/23 871
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Direct Plan Unrated Nov-2016 1.28 -11.35 21/23 102
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series III - Regular Plan Unrated Nov-2016 1.43 -11.68 23/25 102
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Direct Plan Unrated Mar-2017 1.28 -10.60 20/23 43
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series IV - Regular Plan Unrated Mar-2017 1.43 -10.93 22/25 43
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Direct Plan Unrated Jul-2017 1.07 -11.54 22/23 43
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series V - Regular Plan Unrated Jul-2017 1.40 -11.90 24/25 43
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series VI - Direct Plan Unrated Sep-2017 1.12 -11.68 23/23 38
PDF Sundaram Long Term Micro Cap Tax Advantage Fund Series VI - Regular Plan Unrated Sep-2017 1.40 -12.47 25/25 38
PDF Sundaram Long Term Tax Advantage Fund Series I - Direct Plan Unrated Mar-2015 0.96 6.02 12/23 18
PDF Sundaram Long Term Tax Advantage Fund Series I - Regular Plan Unrated Mar-2015 1.38 5.61 14/25 18
PDF Sundaram Long Term Tax Advantage Fund Series II - Direct Plan Unrated Mar-2016 1.20 7.64 11/23 14
PDF Sundaram Long Term Tax Advantage Fund Series II - Regular Plan Unrated Mar-2016 1.41 7.18 13/25 14
PDF Sundaram Long Term Tax Advantage Fund Series III - Direct Plan Unrated Mar-2018 1.21 -6.83 18/23 42
PDF Sundaram Long Term Tax Advantage Fund Series III - Regular Plan Unrated Mar-2018 1.42 -7.53 20/25 42
PDF Sundaram Long Term Tax Advantage Fund Series IV - Direct Plan Unrated Jun-2018 1.11 -7.27 19/23 27
PDF Sundaram Long Term Tax Advantage Fund Series IV - Regular Plan Unrated Jun-2018 1.40 -7.64 21/25 27
PDF Sundaram Low Duration Fund - Direct Plan (Erstwhile Sundaram Ultra Short Term Retail) Jan-2013 0.28 -1.48 20/26 496
PDF Sundaram Low Duration Fund - Institutional Plan (Erstwhile Sundaram Ultra Short Term Retail) Unrated Apr-2007 - -1.11 - 496
PDF Sundaram Low Duration Fund - Regular Plan (Erstwhile Sundaram Ultra Short Term Retail) Apr-2007 0.77 -1.98 19/26 496
PDF Sundaram Low Duration Fund - Retail Plan (Erstwhile Sundaram Ultra Short Term Retail) Unrated Apr-2007 - -1.98 - 496
PDF Sundaram Medium Term Bond Fund - Direct Plan (Erstwhile Sundaram Bond Saver) Jan-2013 1.20 10.15 4/16 83
PDF Sundaram Medium Term Bond Fund - Regular Plan (Erstwhile Sundaram Bond Saver) Dec-1997 2.17 9.35 4/16 83
PDF Sundaram Medium Term Bond Fund Inst (Erstwhile Sundaram Bond Saver) Unrated Aug-2003 - 9.36 - 83
PDF Sundaram Mid Cap Fund - Direct Plan (Erstwhile Sundaram Select Midcap Reg) Jan-2013 1.23 2.39 17/23 5,883
PDF Sundaram Mid Cap Fund - Institutional Plan (Erstwhile Sundaram Select Midcap Reg) Unrated Apr-2008 - 2.39 - 5,883
PDF Sundaram Mid Cap Fund - Regular Plan (Erstwhile Sundaram Select Midcap Reg) Jul-2002 2.01 1.55 17/24 5,883
PDF Sundaram Money Fund Unrated Mar-2000 - 6.88 - 6,142
PDF Sundaram Money Fund - Direct Plan Jan-2013 0.14 6.95 14/36 6,142
PDF Sundaram Money Fund - Institutional Plan Unrated Sep-2004 - 6.88 - 6,142
PDF Sundaram Money Fund - Regular Plan Dec-2005 0.22 6.88 12/39 6,142
PDF Sundaram Money Market Fund - Direct Plan Unrated Sep-2018 0.20 8.41 12/17 249
PDF Sundaram Money Market Fund - Regular Plan Unrated Sep-2018 0.33 8.26 11/17 249
PDF Sundaram Multi Cap Fund - Series I - Direct Plan Unrated Jun-2018 0.79 19.10 2/42 94
PDF Sundaram Multi Cap Fund - Series I - Regular Plan Unrated Jun-2018 1.35 18.40 2/43 94
PDF Sundaram Multi Cap Fund - Series II - Direct Plan Unrated Jul-2018 0.79 19.73 1/42 55
PDF Sundaram Multi Cap Fund - Series II - Regular Plan Unrated Jul-2018 1.35 18.95 1/43 55
PDF Sundaram Overnight Fund - Direct Plan Unrated Mar-2019 0.10 - - 965
PDF Sundaram Overnight Fund - Regular Plan Unrated Mar-2019 0.21 - - 965
PDF Sundaram Rural and Consumption Fund - Direct Plan (Erstwhile Sundaram Rural India Reg) Unrated Jan-2013 1.36 6.66 8/10 2,155
PDF Sundaram Rural and Consumption Fund - Regular Plan (Erstwhile Sundaram Rural India Reg) Unrated May-2006 2.16 5.85 7/11 2,155
PDF Sundaram Select Focus Fund - Direct Plan Jan-2013 1.63 17.58 6/58 1,046
PDF Sundaram Select Focus Fund - Institutional Plan Unrated Apr-2008 - 17.58 - 1,046
PDF Sundaram Select Focus Fund - Regular Plan Jul-2002 2.39 16.74 5/98 1,046
PDF Sundaram Select Micro Cap Fund - Series IX - Direct Plan Unrated Nov-2015 1.21 -4.10 11/21 62
PDF Sundaram Select Micro Cap Fund - Series IX - Regular Plan Unrated Nov-2015 1.42 -4.71 11/21 62
PDF Sundaram Select Micro Cap Fund - Series VIII - Direct Plan Unrated Oct-2015 1.21 -4.23 12/21 104
PDF Sundaram Select Micro Cap Fund - Series VIII - Regular Plan Unrated Oct-2015 1.42 -4.84 12/21 104
PDF Sundaram Select Micro Cap Fund - Series X - Direct Plan Unrated Dec-2015 1.21 -5.70 13/21 39
PDF Sundaram Select Micro Cap Fund - Series X - Regular Plan Unrated Dec-2015 1.42 -6.26 13/21 39
PDF Sundaram Select Micro Cap Series XI - Direct Plan Unrated Dec-2016 1.02 -8.11 15/21 87
PDF Sundaram Select Micro Cap Series XI - Regular Plan Unrated Dec-2016 1.39 -8.60 15/21 87
PDF Sundaram Select Micro Cap Series XII - Direct Plan Unrated Feb-2017 1.00 -7.82 14/21 64
PDF Sundaram Select Micro Cap Series XII - Regular Plan Unrated Feb-2017 1.39 -8.36 14/21 64
PDF Sundaram Select Micro Cap Series XIV - Direct Plan Unrated Apr-2017 0.73 -8.12 16/21 108
PDF Sundaram Select Micro Cap Series XIV - Regular Plan Unrated Apr-2017 1.34 -8.67 16/21 108
PDF Sundaram Select Micro Cap Series XV - Direct Plan Unrated May-2017 0.68 -9.56 18/21 106
PDF Sundaram Select Micro Cap Series XV - Regular Plan Unrated May-2017 1.34 -10.24 18/21 106
PDF Sundaram Select Micro Cap Series XVI - Direct Plan Unrated Aug-2017 0.76 -9.97 19/21 68
PDF Sundaram Select Micro Cap Series XVI - Regular Plan Unrated Aug-2017 1.35 -10.50 19/21 68
PDF Sundaram Select Micro Cap Series XVII - Direct Plan Unrated Oct-2017 0.82 -10.89 20/21 57
PDF Sundaram Select Micro Cap Series XVII - Regular Plan Unrated Oct-2017 1.36 -11.68 20/21 57
PDF Sundaram Select Small Cap Series III - Direct Plan Unrated Mar-2015 0.75 16.29 2/6 54
PDF Sundaram Select Small Cap Series III - Regular Plan Unrated Mar-2015 1.34 15.70 1/6 54
PDF Sundaram Select Small Cap Series IV - Direct Plan Unrated Apr-2015 1.17 15.75 4/6 57
PDF Sundaram Select Small Cap Series IV - Regular Plan Unrated Apr-2015 1.41 15.43 4/6 57
PDF Sundaram Select Small Cap Series V - Direct Plan Unrated Jun-2017 0.52 16.52 1/6 88
PDF Sundaram Select Small Cap Series V - Regular Plan Unrated Jun-2017 1.31 15.57 2/6 88
PDF Sundaram Select Small Cap Series VI - Direct Plan Unrated Jul-2017 0.83 16.20 3/6 39
PDF Sundaram Select Small Cap Series VI - Regular Plan Unrated Jul-2017 1.36 15.46 3/6 39
PDF Sundaram Services Fund - Direct Plan Unrated Sep-2018 1.59 22.02 1/15 1,250
PDF Sundaram Services Fund - Regular Plan Unrated Sep-2018 2.31 20.98 1/16 1,250
PDF Sundaram Short Term Credit Risk Fund (Erstwhile Sundaram Income Plus) Unrated Jul-2002 1.43 -5.66 19/20 172
PDF Sundaram Short Term Credit Risk Fund Direct (Erstwhile Sundaram Income Plus) Unrated Jan-2013 0.69 -5.07 19/20 172
PDF Sundaram Short Term Debt Fund (Erstwhile Sundaram Select Debt Short-term Asset Plan) Sep-2002 0.93 -4.25 27/28 198
PDF Sundaram Short Term Debt Fund - Direct Plan (Erstwhile Sundaram Select Debt Short-term Asset Plan) Jan-2013 0.27 -3.64 27/28 198
PDF Sundaram Small Cap Fund - Direct Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Jan-2013 1.44 -2.39 11/17 1,088
PDF Sundaram Small Cap Fund - Institutional Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Unrated Apr-2008 - -2.39 - 1,088
PDF Sundaram Small Cap Fund - Regular Plan (Erstwhile Sundaram S.M.I.L.E. Reg) Feb-2005 2.44 -3.32 11/17 1,088
PDF Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan Unrated Jan-2017 0.46 3.73 55/58 22
PDF Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan Unrated Jan-2017 1.00 3.00 93/98 22
PDF Sundaram Top 100 Series - VI - Direct Plan Unrated Mar-2017 0.92 10.41 5/13 30
PDF Sundaram Top 100 Series - VI - Regular Plan Unrated Mar-2017 1.37 9.56 4/13 30
PDF Sundaram Top 100 Series - VII - Direct Plan Unrated Mar-2017 0.83 10.34 6/13 21
PDF Sundaram Top 100 Series - VII - Regular Plan Unrated Mar-2017 1.36 9.53 5/13 21
PDF Sundaram Ultra Short Term Fund - Direct Plan Unrated Jun-2019 0.15 - - 317
PDF Sundaram Ultra Short Term Fund - Regular Plan Unrated Jun-2019 1.42 - - 317
PDF Sundaram Value Fund Series II - Direct Plan Unrated Feb-2015 0.85 7.40 25/42 34
PDF Sundaram Value Fund Series II - Regular Plan Unrated Feb-2015 1.36 6.92 26/43 34
PDF Sundaram Value Fund Series III - Direct Plan Unrated Feb-2016 1.34 7.65 24/42 36
PDF Sundaram Value Fund Series III - Regular Plan Unrated Feb-2016 1.44 7.21 24/43 36
PDF Sundaram Value Fund Series IX - Direct Plan Unrated Nov-2017 0.72 -3.42 37/42 93
PDF Sundaram Value Fund Series IX - Regular Plan Unrated Nov-2017 1.34 -4.40 38/43 93
PDF Sundaram Value Fund Series VII - Direct Plan Unrated Mar-2017 0.83 -1.16 8/21 25
PDF Sundaram Value Fund Series VII - Regular Plan Unrated Mar-2017 1.36 -1.82 8/21 25
PDF Sundaram Value Fund Series VIII - Direct Plan Unrated May-2017 1.07 2.75 35/42 80
PDF Sundaram Value Fund Series VIII - Regular Plan Unrated May-2017 1.39 2.05 35/43 80
PDF Sundaram Value Fund Series X - Direct Plan Unrated Nov-2017 0.73 -3.57 38/42 53
PDF Sundaram Value Fund Series X - Regular Plan Unrated Nov-2017 1.34 -4.50 39/43 53
PDF Sundaram World Brand Fund - Series II - Direct Plan Unrated Dec-2014 - 14.07 - 65
PDF Sundaram World Brand Fund - Series II - Regular Plan Unrated Dec-2014 - 13.46 - 65
PDF Sundaram World Brand Fund - Series III - Direct Plan Unrated Dec-2014 - 21.03 1/1 47
PDF Sundaram World Brand Fund - Series III - Regular Plan Unrated Dec-2014 - 20.43 1/1 47
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