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Sundaram Mutual Fund

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Fund  |  Rating Ratings Fund Risk Grade Standard Deviation Sharpe
Ratio
Sortino
Ratio
Beta Alpha R-Squared
Sundaram Banking & PSU Debt Fund - Direct Plan  | 2 Above Avg. 1.81 0.86 1.30 4.50 9.16 0.42
Sundaram Banking & PSU Debt Fund - Regular Plan  | 2 Above Avg. 1.80 0.81 1.22 4.49 9.06 0.42
Sundaram Corporate Bond Fund - Direct Plan (Erstwhile Sundaram Flexible Income Reg)  | 3 Avg. 3.03 0.57 0.92 1.05 1.30 0.75
Sundaram Corporate Bond Fund - Regular Plan (Erstwhile Sundaram Flexible Income Reg)  | 3 Avg. 3.05 0.42 0.67 1.05 0.83 0.75
Sundaram Debt Oriented Hybrid Fund (Erstwhile Sundaram MIP Aggressive Plan)  | 2 Above Avg. 5.26 -0.55 -0.61 0.66 -4.41 0.28
Sundaram Debt Oriented Hybrid Fund - Direct Plan (Erstwhile Sundaram MIP Aggressive Plan)  | 2 Above Avg. 5.25 -0.34 -0.38 0.66 -3.33 0.28
Sundaram Diversified Equity Fund  | 2 Above Avg. 14.95 0.07 0.10 1.04 -4.16 0.91
Sundaram Diversified Equity Fund - Direct Plan  | 2 Above Avg. 14.96 0.10 0.15 1.04 -3.65 0.91
Sundaram Equity Fund - Direct Plan 0 - - - - - - -
Sundaram Equity Fund - Regular Plan 0 - - - - - - -
Sundaram Equity Hybrid Fund - Direct Plan (Erstwhile Sundaram Balanced)  | 4 Below Avg. 8.76 0.53 0.84 0.78 0.19 0.90
Sundaram Equity Hybrid Fund - Regular Plan (Erstwhile Sundaram Balanced)  | 3 Below Avg. 8.76 0.39 0.62 0.78 -1.05 0.90
Sundaram Equity Savings Fund - Direct Plan 0 - - - - - - -
Sundaram Equity Savings Fund - Regular Plan 0 - - - - - - -
Sundaram Financial Services Opportunities Fund - Direct Plan  | 3 Avg. 16.82 0.45 0.63 0.89 -1.49 0.94
Sundaram Financial Services Opportunities Fund - Regular Plan  | 3 Avg. 16.82 0.40 0.55 0.89 -2.37 0.93
Sundaram Global Advantage Fund 0 - 10.64 0.13 0.19 - - -
Sundaram Global Advantage Fund - Direct Plan 0 - 10.67 0.19 0.29 - - -
Sundaram Infrastructure Advantage Fund - Direct Plan  | 3 Above Avg. 18.63 0.09 0.14 0.88 4.77 0.84
Sundaram Infrastructure Advantage Fund - Regular Plan  | 3 Above Avg. 18.63 0.05 0.08 0.88 4.06 0.84
Sundaram Large and Mid Cap Fund (Erstwhile Sundaram Equity Multiplier)  | 5 Low 14.04 0.51 0.71 1.01 1.32 0.92
Sundaram Large and Mid Cap Fund - Direct Plan (Erstwhile Sundaram Equity Multiplier)  | 4 Low 14.05 0.58 0.80 1.01 2.30 0.91
Sundaram Low Duration Fund - Direct Plan (Erstwhile Sundaram Ultra Short Term Retail)  | 3 Avg. 4.04 -0.38 -0.16 0.65 -0.43 0.00
Sundaram Low Duration Fund - Regular Plan (Erstwhile Sundaram Ultra Short Term Retail)  | 3 Avg. 4.03 -0.53 -0.23 0.67 -1.03 0.00
Sundaram Medium Term Bond Fund - Direct Plan (Erstwhile Sundaram Bond Saver)  | 3 Above Avg. 2.93 0.44 0.65 1.05 0.85 0.80
Sundaram Medium Term Bond Fund - Regular Plan (Erstwhile Sundaram Bond Saver)  | 3 Above Avg. 2.94 0.13 0.19 1.05 -0.06 0.80
Sundaram Mid Cap Fund - Direct Plan (Erstwhile Sundaram Select Midcap Reg)  | 2 Above Avg. 16.07 -0.12 -0.18 0.86 -3.05 0.94
Sundaram Mid Cap Fund - Regular Plan (Erstwhile Sundaram Select Midcap Reg)  | 2 Above Avg. 16.06 -0.16 -0.25 0.86 -3.78 0.94
Sundaram Money Fund - Direct Plan  | 3 - 0.17 5.77 10.29 0.27 1.45 0.16
Sundaram Money Fund - Regular Plan  | 3 - 0.17 5.24 9.52 0.27 1.38 0.17
Sundaram Money Market Fund - Direct Plan 0 - - - - - - -
Sundaram Money Market Fund - Regular Plan 0 - - - - - - -
Sundaram Overnight Fund - Direct Plan 0 - - - - - - -
Sundaram Overnight Fund - Regular Plan 0 - - - - - - -
Sundaram Rural and Consumption Fund - Direct Plan (Erstwhile Sundaram Rural India Reg) 0 - 15.48 0.15 0.22 0.98 -5.92 0.67
Sundaram Rural and Consumption Fund - Regular Plan (Erstwhile Sundaram Rural India Reg) 0 - 15.48 0.10 0.14 0.98 -6.71 0.67
Sundaram Select Focus Fund - Direct Plan  | 4 Below Avg. 12.35 0.70 1.15 0.92 0.99 0.92
Sundaram Select Focus Fund - Regular Plan  | 4 Below Avg. 12.36 0.62 1.01 0.92 -0.08 0.91
Sundaram Services Fund - Direct Plan 0 - - - - - - -
Sundaram Services Fund - Regular Plan 0 - - - - - - -
Sundaram Short Term Credit Risk Fund (Erstwhile Sundaram Income Plus) 0 - 5.29 -0.63 -0.27 0.12 -3.14 0.00
Sundaram Short Term Credit Risk Fund Direct (Erstwhile Sundaram Income Plus) 0 - 5.33 -0.44 -0.19 0.14 -2.09 0.00
Sundaram Short Term Debt Fund (Erstwhile Sundaram Select Debt Short-term Asset Plan)  | 2 Above Avg. 5.63 -0.60 -0.34 2.73 1.25 0.02
Sundaram Short Term Debt Fund - Direct Plan (Erstwhile Sundaram Select Debt Short-term Asset Plan)  | 2 Above Avg. 5.65 -0.44 -0.26 2.68 2.05 0.02
Sundaram Small Cap Fund - Direct Plan (Erstwhile Sundaram S.M.I.L.E. Reg)  | 1 High 21.90 -0.25 -0.36 1.03 -1.28 0.94
Sundaram Small Cap Fund - Regular Plan (Erstwhile Sundaram S.M.I.L.E. Reg)  | 2 High 21.88 -0.28 -0.41 1.03 -2.05 0.94
Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan 0 - - - - - - -
Sundaram Smart NIFTY 100 Equal Weight Fund - Regular Plan 0 - - - - - - -
Sundaram Ultra Short Term Fund - Direct Plan 0 - - - - - - -
Sundaram Ultra Short Term Fund - Regular Plan 0 - - - - - - -
The Risk Measures have been calculated using calendar month returns for the last three years.