+91-22-4891390910 Best Sundaram Mutual Fund Schemes for 2026
Sundaram Mutual Fund offers a range of products in equity, debt and Liquid Funds spaces that cater to a range of risk, return and liquidity preferences of investors. The fund house has a strong research team that keeps a track record in identifying 'tomorrow’s winners' in the mid and small cap segment. And, for the fixed income funds, the team emphasis is on the credit quality of the Portfolio.
Sundaram Mutual Fund has always been innovative and was the first to launch funds in new themes like Capex, mid-cap, Leadership, Rural India and Micro cap series of funds. Investors can plan their Financial goals and invest in the schemes offered by Sundaram. Equity Funds can be opted for long-term investment goals, whereas debt funds are ideal for short-term earnings.
You can choose a fund from the below-listed top 10 best Sundaram Mutual Fund schemes. These top performing schemes have been shortlisted by undertaking important parameters like AUM, NAV, past performances, peer average returns, etc.
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Why Invest in Sundaram Mutual Fund?
The fund house offers a wide range of schemes in equity, debt and Liquid Funds category. Investors can choose the schemes based on their convenience after considering the risk-return relationship of each scheme.
This mutual fund company is known to launch innovative products. It is the first fund house to launch schemes in new themes like Rural India, Leadership, Micro Cap Series of Funds, and many
The company has a division specializing in Portfolio Management Services (PMS) to cater high net worth individuals.
It strives to achieve the highest degree of ethical practices in all business dealings thereby enhancing the stakeholder’s value.
Fund Selection Methodology used to find 10 funds
Best Sundaram Mutual Fund Schemes
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2025 (%) Sundaram Rural and Consumption Fund Growth ₹95.2327
↓ -0.24 ₹1,495 5,000 100 9.4 7.9 -5.7 9.1 10.6 11.7 -0.1 Sundaram Mid Cap Fund Growth ₹1,505.73
↓ -5.00 ₹14,504 5,000 100 5.6 9.8 9.1 18.5 16.5 23.1 4.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.4985
↓ -0.01 ₹19 5,000 250 1.7 -0.1 0.4 4.8 5.9 6.8 4.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Small Cap Fund Growth ₹299.329
↑ 1.38 ₹3,922 5,000 100 9 24.3 17 16.4 16.6 17.1 0.4 Sundaram Financial Services Opportunities Fund Growth ₹109.188
↑ 0.23 ₹1,679 100,000 100 7.4 2.7 11.3 12.7 12.8 14 16.9 Sundaram Large and Mid Cap Fund Growth ₹93.5199
↓ -0.18 ₹7,222 5,000 100 10.7 10.9 10.8 14.3 11.6 12.1 3.6 Sundaram Banking & PSU Debt Fund Growth ₹45.7967
↑ 0.02 ₹261 100,000 250 2.2 2.8 5.3 7 5.9 7.3 7.6 Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 5,000 250 1 1.9 5.3 1.9 3.8 5.4 Sundaram Corporate Bond Fund Growth ₹42.6009
↑ 0.02 ₹620 5,000 250 2.2 2.7 5 6.9 5.8 6.9 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Mid Cap Fund Sundaram Debt Oriented Hybrid Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Banking & PSU Debt Fund Sundaram Short Term Credit Risk Fund Sundaram Corporate Bond Fund Point 1 Upper mid AUM (₹1,495 Cr). Highest AUM (₹14,504 Cr). Bottom quartile AUM (₹19 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,922 Cr). Upper mid AUM (₹1,679 Cr). Top quartile AUM (₹7,222 Cr). Bottom quartile AUM (₹261 Cr). Bottom quartile AUM (₹116 Cr). Lower mid AUM (₹620 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (24 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (21+ yrs). Established history (24+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 10.59% (lower mid). 5Y return: 16.48% (upper mid). 5Y return: 5.88% (bottom quartile). 5Y return: 17.29% (top quartile). 5Y return: 16.57% (top quartile). 5Y return: 12.77% (upper mid). 5Y return: 11.56% (upper mid). 1Y return: 5.33% (lower mid). 1Y return: 5.25% (lower mid). 1Y return: 5.03% (bottom quartile). Point 6 3Y return: 9.11% (lower mid). 3Y return: 18.48% (top quartile). 3Y return: 4.76% (bottom quartile). 3Y return: 17.03% (top quartile). 3Y return: 16.45% (upper mid). 3Y return: 12.71% (upper mid). 3Y return: 14.33% (upper mid). 1M return: 0.32% (top quartile). 1M return: 0.24% (upper mid). 1M return: 0.29% (upper mid). Point 7 1Y return: -5.68% (bottom quartile). 1Y return: 9.07% (upper mid). 1Y return: 0.44% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 17.01% (top quartile). 1Y return: 11.26% (upper mid). 1Y return: 10.76% (upper mid). Sharpe: -0.32 (bottom quartile). Sharpe: 1.15 (top quartile). Sharpe: -0.46 (bottom quartile). Point 8 Alpha: -5.76 (bottom quartile). Alpha: 1.07 (upper mid). 1M return: -0.49% (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 5.33 (top quartile). Alpha: 4.59 (top quartile). Alpha: 3.36 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Point 9 Sharpe: -0.30 (lower mid). Sharpe: 0.31 (upper mid). Alpha: -4.41 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.08 (lower mid). Sharpe: 0.25 (upper mid). Yield to maturity (debt): 7.05% (top quartile). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 7.17% (top quartile). Point 10 Information ratio: -0.67 (bottom quartile). Information ratio: 0.49 (top quartile). Sharpe: -1.17 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: 0.28 (top quartile). Information ratio: -0.10 (lower mid). Modified duration: 2.20 yrs (bottom quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 2.43 yrs (bottom quartile). Sundaram Rural and Consumption Fund
Sundaram Mid Cap Fund
Sundaram Debt Oriented Hybrid Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap Fund
Sundaram Banking & PSU Debt Fund
Sundaram Short Term Credit Risk Fund
Sundaram Corporate Bond Fund
(Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Monthly Income Plan - Aggressive Fund) To generate regular income through investment in fixed
income securities. The secondary objective is to generate
long term capital appreciation by investing a portion of the
schemes assets in equity and equity related instruments Research Highlights for Sundaram Debt Oriented Hybrid Fund Below is the key information for Sundaram Debt Oriented Hybrid Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Research Highlights for Sundaram Financial Services Opportunities Fund Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Research Highlights for Sundaram Large and Mid Cap Fund Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions Research Highlights for Sundaram Banking & PSU Debt Fund Below is the key information for Sundaram Banking & PSU Debt Fund Returns up to 1 year are on (Erstwhile Sundaram Income Plus Fund) To obtain high yields by investing in fixed income securities.
Capital appreciation is secondary objective when
consistent with its primary objective. Research Highlights for Sundaram Short Term Credit Risk Fund Below is the key information for Sundaram Short Term Credit Risk Fund Returns up to 1 year are on (Erstwhile Sundaram Flexible Fund-Flexible Income Plan) To generate reasonable returns by creating a portfolio
comprising substantially of fixed income instruments and
money market instruments by keeping the interest rate risk
of the fund low. Research Highlights for Sundaram Corporate Bond Fund Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (04 Sep 26) ₹95.2327 ↓ -0.24 (-0.25 %) Net Assets (Cr) ₹1,495 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.3 Information Ratio -0.67 Alpha Ratio -5.76 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1.4% 3 Month 9.4% 6 Month 7.9% 1 Year -5.7% 3 Year 9.1% 5 Year 10.6% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.1% 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Data below for Sundaram Rural and Consumption Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Sep 26) ₹1,505.73 ↓ -5.00 (-0.33 %) Net Assets (Cr) ₹14,504 on 31 Jul 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.31 Information Ratio 0.49 Alpha Ratio 1.07 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -1% 3 Month 5.6% 6 Month 9.8% 1 Year 9.1% 3 Year 18.5% 5 Year 16.5% 10 Year 15 Year Since launch 23.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (04 Sep 26) ₹29.4985 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹19 on 31 Jul 26 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -1.17 Information Ratio -1.92 Alpha Ratio -4.41 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.5% 3 Month 1.7% 6 Month -0.1% 1 Year 0.4% 3 Year 4.8% 5 Year 5.9% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.3% 2024 8% 2023 9.2% 2022 2.8% 2021 14.5% 2020 7.3% 2019 0.9% 2018 -1.2% 2017 12.1% 2016 9.9% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Sundaram Select Focus Fund
Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Focused Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (04 Sep 26) ₹299.329 ↑ 1.38 (0.46 %) Net Assets (Cr) ₹3,922 on 31 Jul 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.31 Information Ratio -0.05 Alpha Ratio 5.33 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Small Cap Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 2.2% 3 Month 9% 6 Month 24.3% 1 Year 17% 3 Year 16.4% 5 Year 16.6% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Data below for Sundaram Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (04 Sep 26) ₹109.188 ↑ 0.23 (0.21 %) Net Assets (Cr) ₹1,679 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.08 Information Ratio 0.28 Alpha Ratio 4.59 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -0.2% 3 Month 7.4% 6 Month 2.7% 1 Year 11.3% 3 Year 12.7% 5 Year 12.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2025 16.9% 2024 7.1% 2023 31.1% 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (04 Sep 26) ₹93.5199 ↓ -0.18 (-0.19 %) Net Assets (Cr) ₹7,222 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.25 Information Ratio -0.1 Alpha Ratio 3.36 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.1% 3 Month 10.7% 6 Month 10.9% 1 Year 10.8% 3 Year 14.3% 5 Year 11.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.6% 2024 21.1% 2023 26.8% 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (04 Sep 26) ₹45.7967 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹261 on 31 Jul 26 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.41 Sharpe Ratio -0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.05% Effective Maturity 3 Years 22 Days Modified Duration 2 Years 2 Months 12 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 2.2% 6 Month 2.8% 1 Year 5.3% 3 Year 7% 5 Year 5.9% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.6% 2024 8% 2023 6.8% 2022 3% 2021 2.9% 2020 7.6% 2019 10.1% 2018 6.1% 2017 6.2% 2016 7.9% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Data below for Sundaram Banking & PSU Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Sundaram Short Term Credit Risk Fund
Sundaram Short Term Credit Risk Fund
Growth Launch Date 31 Jul 02 NAV (29 Dec 20) ₹26.352 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹116 on 30 Nov 20 Category Debt - Credit Risk AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.32 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 3.6% Effective Maturity 1 Year 2 Months 16 Days Modified Duration 11 Months 8 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (04 Sep 26) ₹42.6009 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹620 on 31 Jul 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio -0.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.17% Effective Maturity 3 Years 5 Months 23 Days Modified Duration 2 Years 5 Months 5 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.3% 3 Month 2.2% 6 Month 2.7% 1 Year 5% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.5% 2024 8% 2023 6.3% 2022 3.7% 2021 3.5% 2020 11% 2019 11.3% 2018 4.8% 2017 5.4% 2016 11.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Data below for Sundaram Corporate Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Sundaram Rural and Consumption Fund