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Top 10 Best Sundaram Mutual Fund Schemes 2025 | Fincash

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10 Best Sundaram Mutual Fund Schemes for 2025

Updated on June 5, 2025 , 6318 views

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 fund 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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sundaram

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.

Best Sundaram Mutual Fund Schemes

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
Sundaram Rural and Consumption Fund Growth ₹97.4485
↑ 0.88
₹1,532 5,000 100 11.3-2.21121.221.612.720.1
Sundaram Mid Cap Fund Growth ₹1,373.83
↑ 11.78
₹11,690 5,000 100 16.4-1.814.228.329.72432
Sundaram Debt Oriented Hybrid Fund Growth ₹29.6862
↓ -0.07
₹27 5,000 250 4.52.788.69.27.48
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Financial Services Opportunities Fund Growth ₹105.78
↑ 2.22
₹1,524 100,000 100 16.16.414.324.125.314.97.1
Sundaram Small Cap Fund Growth ₹257.703
↑ 2.46
₹3,058 5,000 100 18.3-3.610.824.63317.419.1
Sundaram Corporate Bond Fund Growth ₹40.4172
↑ 0.08
₹763 5,000 250 4.25.610.27.66.47.18
Sundaram Banking & PSU Debt Fund Growth ₹43.2966
↑ 0.09
₹466 100,000 250 45.510.17.85.97.48
Sundaram Diversified Equity Fund Growth ₹218.718
↑ 1.69
₹1,465 500 250 11.1-0.78.516.121.515.912
Sundaram Large and Mid Cap Fund Growth ₹84.0519
↑ 0.88
₹6,550 5,000 100 12.6-47.618.82312.421.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

1. Sundaram Rural and Consumption 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.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 2 in Sectoral category.  Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (06 Jun 25) ₹97.4485 ↑ 0.88   (0.91 %)
Net Assets (Cr) ₹1,532 on 30 Apr 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.35
Information Ratio 0.04
Alpha Ratio 2.45
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.

DateValue
31 May 20₹10,000
31 May 21₹14,623
31 May 22₹15,788
31 May 23₹18,483
31 May 24₹23,865
31 May 25₹27,091

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 3%
3 Month 11.3%
6 Month -2.2%
1 Year 11%
3 Year 21.2%
5 Year 21.6%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.3%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 223.41 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical41.43%
Consumer Defensive32.99%
Communication Services11.61%
Health Care3.6%
Financial Services2.71%
Basic Materials1.52%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹147 Cr789,519
↓ -150,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
8%₹127 Cr2,991,251
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
7%₹114 Cr390,720
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹103 Cr440,212
↑ 90,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
5%₹80 Cr235,289
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹72 Cr58,511
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
5%₹71 Cr453,496
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
5%₹70 Cr3,000,962
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP
4%₹55 Cr79,027
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹49 Cr245,560

2. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (06 Jun 25) ₹1,373.83 ↑ 11.78   (0.87 %)
Net Assets (Cr) ₹11,690 on 30 Apr 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.25
Information Ratio 0.1
Alpha Ratio 4.46
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.

DateValue
31 May 20₹10,000
31 May 21₹17,030
31 May 22₹18,572
31 May 23₹21,946
31 May 24₹33,545
31 May 25₹37,990

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 16.4%
6 Month -1.8%
1 Year 14.2%
3 Year 28.3%
5 Year 29.7%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 214.27 Yr.
Ratish Varier24 Feb 214.27 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.11%
Financial Services16.95%
Industrials13.46%
Health Care10.85%
Basic Materials10.56%
Technology6.46%
Consumer Defensive4.33%
Real Estate3.73%
Communication Services2.57%
Utility2.11%
Energy1.94%
Asset Allocation
Asset ClassValue
Cash8.92%
Equity91.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹387 Cr1,747,182
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹379 Cr19,247,362
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,270,127
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹311 Cr6,016,821
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹283 Cr1,350,321
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹266 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹258 Cr484,892
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 531642
2%₹256 Cr3,599,583
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹238 Cr9,072,077
↑ 459,958
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹231 Cr4,081,771
↓ -202,003

3. Sundaram Debt Oriented Hybrid Fund

(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

Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2024 was 8% , 2023 was 9.2% and 2022 was 2.8% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (06 Jun 25) ₹29.6862 ↓ -0.07   (-0.22 %)
Net Assets (Cr) ₹27 on 30 Apr 25
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.47
Information Ratio -0.79
Alpha Ratio -1.83
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹11,392
31 May 22₹12,307
31 May 23₹13,306
31 May 24₹14,539
31 May 25₹15,749

Sundaram Debt Oriented Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Debt Oriented Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 0%
3 Month 4.5%
6 Month 2.7%
1 Year 8%
3 Year 8.6%
5 Year 9.2%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 8.7%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1213.01 Yr.
S. Bharath16 May 223.04 Yr.
Sandeep Agarwal30 Sep 1212.67 Yr.
Ashish Aggarwal1 Jan 223.41 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash55.73%
Equity20.69%
Debt23.26%
Other0.31%
Equity Sector Allocation
SectorValue
Financial Services7.84%
Energy2.38%
Technology2.17%
Communication Services1.81%
Consumer Defensive1.66%
Consumer Cyclical1.46%
Basic Materials1.44%
Utility0.91%
Industrials0.53%
Health Care0.48%
Debt Sector Allocation
SectorValue
Cash Equivalent55.73%
Government23.26%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.3% Govt Stock 2053
Sovereign Bonds | -
19%₹5 Cr500,000
7.1% Govt Stock 2034
Sovereign Bonds | -
4%₹1 Cr100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
2%₹1 Cr4,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹0 Cr3,400
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹0 Cr2,500
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH
1%₹0 Cr1,848
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
1%₹0 Cr1,750
POWERGRID Infrastructure Investment Trust Units (Utilities)
Equity, Since 15 Mar 24 | 543290
1%₹0 Cr30,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
1%₹0 Cr2,000

4. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for 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.

DateValue
31 May 20₹10,000
31 May 21₹15,090

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 23 in Sectoral category.  Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (06 Jun 25) ₹105.78 ↑ 2.22   (2.15 %)
Net Assets (Cr) ₹1,524 on 30 Apr 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.24
Information Ratio 0.72
Alpha Ratio -9.99
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.

DateValue
31 May 20₹10,000
31 May 21₹17,652
31 May 22₹17,524
31 May 23₹21,912
31 May 24₹28,876
31 May 25₹32,550

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 5%
3 Month 16.1%
6 Month 6.4%
1 Year 14.3%
3 Year 24.1%
5 Year 25.3%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 -9%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 177.42 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services92.34%
Asset Allocation
Asset ClassValue
Cash5.79%
Equity93.24%
Debt0.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
19%₹294 Cr1,525,703
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
13%₹191 Cr1,339,673
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
10%₹149 Cr1,259,449
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹79 Cr1,003,469
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹66 Cr1,085,825
↑ 49,380
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
4%₹66 Cr654,542
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
4%₹66 Cr15,383,384
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 532978
4%₹62 Cr317,616
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹58 Cr1,644,042
↓ -53,723
Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 532134
4%₹55 Cr2,208,626

6. Sundaram Small Cap Fund

(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.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (06 Jun 25) ₹257.703 ↑ 2.46   (0.96 %)
Net Assets (Cr) ₹3,058 on 30 Apr 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.23
Information Ratio -0.16
Alpha Ratio 0.92
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.

DateValue
31 May 20₹10,000
31 May 21₹21,327
31 May 22₹23,561
31 May 23₹28,562
31 May 24₹40,490
31 May 25₹44,295

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 11.6%
3 Month 18.3%
6 Month -3.6%
1 Year 10.8%
3 Year 24.6%
5 Year 33%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.58 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials19.23%
Financial Services18.7%
Consumer Cyclical17.79%
Health Care10.71%
Basic Materials7.5%
Consumer Defensive4.36%
Communication Services3.69%
Technology3.53%
Real Estate3.26%
Utility1.31%
Asset Allocation
Asset ClassValue
Cash8.2%
Equity91.76%
Debt0.04%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹96 Cr1,898,655
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹84 Cr835,978
↑ 20,436
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹84 Cr530,036
↑ 20,174
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹82 Cr410,153
↑ 9,433
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
3%₹80 Cr18,825,767
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹69 Cr370,226
↓ -64,769
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹69 Cr936,780
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN
2%₹65 Cr1,184,520
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
2%₹65 Cr793,969
↑ 2,725
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹65 Cr140,821
↑ 3,239

7. Sundaram Corporate Bond Fund

(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.

Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.7% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (06 Jun 25) ₹40.4172 ↑ 0.08   (0.20 %)
Net Assets (Cr) ₹763 on 30 Apr 25
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio 1.98
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 6.77%
Effective Maturity 4 Years 7 Months 30 Days
Modified Duration 3 Years 2 Months 12 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹10,710
31 May 22₹10,993
31 May 23₹11,647
31 May 24₹12,407
31 May 25₹13,631

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 1.3%
3 Month 4.2%
6 Month 5.6%
1 Year 10.2%
3 Year 7.6%
5 Year 6.4%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 8.7%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.84 Yr.
Sandeep Agarwal1 Jun 1213.01 Yr.

Data below for Sundaram Corporate Bond Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash9.46%
Debt90.13%
Other0.41%
Debt Sector Allocation
SectorValue
Corporate50.54%
Government39.59%
Cash Equivalent9.46%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Small Industries Development Bank Of India
Debentures | -
7%₹52 Cr5,000
6.79% Govt Stock 2034
Sovereign Bonds | -
6%₹41 Cr4,000,000
↑ 4,000,000
Indian Railway Finance Corporation Limited
Debentures | -
6%₹41 Cr4,000
National Housing Bank
Debentures | -
6%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹31 Cr300
National Bank For Agriculture And Rural Development
Debentures | -
4%₹26 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹26 Cr2,500
HDFC Bank Limited
Debentures | -
4%₹26 Cr2,500
Rural Electrification Corporation Limited
Debentures | -
4%₹25 Cr2,500
Indian Railway Finance Corporation Limited
Debentures | -
4%₹25 Cr2,500

8. Sundaram Banking & PSU Debt Fund

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

Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3% .

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (06 Jun 25) ₹43.2966 ↑ 0.09   (0.20 %)
Net Assets (Cr) ₹466 on 30 Apr 25
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.34
Sharpe Ratio 2.05
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 6.72%
Effective Maturity 4 Years 3 Months 9 Days
Modified Duration 3 Years 7 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹10,481
31 May 22₹10,645
31 May 23₹11,331
31 May 24₹12,089
31 May 25₹13,264

Sundaram Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 1.2%
3 Month 4%
6 Month 5.5%
1 Year 10.1%
3 Year 7.8%
5 Year 5.9%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 8.5%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava27 Jul 1014.86 Yr.
Sandeep Agarwal16 May 223.04 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 30 Apr 25

Asset Allocation
Asset ClassValue
Cash16.83%
Debt82.9%
Other0.27%
Debt Sector Allocation
SectorValue
Corporate45.09%
Government41.97%
Cash Equivalent12.67%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.79% Govt Stock 2034
Sovereign Bonds | -
9%₹41 Cr4,000,000
↑ 1,500,000
Indian Oil Corporation Limited
Debentures | -
7%₹31 Cr300
Rural Electrification Corporation Limited
Debentures | -
5%₹25 Cr250
HDFC Bank Limited
Debentures | -
5%₹25 Cr2,500
↑ 2,500
Housing and Urban Development Corporation, Ltd. 6.9%
Domestic Bonds | -
5%₹25 Cr2,500
National Housing Bank
Debentures | -
4%₹20 Cr2,000
Small Industries Development Bank Of India
Debentures | -
4%₹20 Cr200
Power Finance Corporation Limited
Debentures | -
4%₹20 Cr200
Indian Bank
Domestic Bonds | -
4%₹19 Cr400
National Bank For Agriculture And Rural Development
Debentures | -
3%₹15 Cr1,500

9. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 14 in ELSS category.  Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (06 Jun 25) ₹218.718 ↑ 1.69   (0.78 %)
Net Assets (Cr) ₹1,465 on 30 Apr 25
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.04
Information Ratio -0.57
Alpha Ratio 0.24
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹16,418
31 May 22₹17,999
31 May 23₹20,417
31 May 24₹25,391
31 May 25₹27,686

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 3.5%
3 Month 11.1%
6 Month -0.7%
1 Year 8.5%
3 Year 16.1%
5 Year 21.5%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12%
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Rohit Seksaria24 Feb 214.27 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services34.02%
Consumer Cyclical10.76%
Industrials9.1%
Health Care7.71%
Consumer Defensive7.7%
Basic Materials7.06%
Technology6.49%
Energy6.15%
Communication Services4.75%
Utility1.97%
Asset Allocation
Asset ClassValue
Cash4.28%
Equity95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
10%₹139 Cr724,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
9%₹126 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹71 Cr504,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹50 Cr419,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹48 Cr256,000
↓ -24,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹47 Cr595,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹46 Cr138,000
↓ -18,446
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹46 Cr306,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC
3%₹45 Cr1,046,000
↑ 376,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 532538
3%₹37 Cr32,000

10. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (06 Jun 25) ₹84.0519 ↑ 0.88   (1.06 %)
Net Assets (Cr) ₹6,550 on 30 Apr 25
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.07
Information Ratio -0.9
Alpha Ratio 0.14
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.

DateValue
31 May 20₹10,000
31 May 21₹16,194
31 May 22₹17,935
31 May 23₹20,343
31 May 24₹27,367
31 May 25₹29,311

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 4.7%
3 Month 12.6%
6 Month -4%
1 Year 7.6%
3 Year 18.8%
5 Year 23%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 3.5%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S. Bharath1 Jul 240.92 Yr.
Ashish Aggarwal1 Jan 223.41 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services25.94%
Consumer Cyclical13.94%
Health Care10.05%
Industrials9.95%
Energy6.87%
Communication Services6.74%
Consumer Defensive6%
Basic Materials5.72%
Technology5.55%
Utility2.63%
Real Estate2.07%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.45%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
6%₹373 Cr1,940,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹300 Cr2,100,000
↓ -125,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹292 Cr2,075,000
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹181 Cr2,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹168 Cr900,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
2%₹150 Cr680,000
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹150 Cr650,824
↑ 650,824
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹150 Cr1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹130 Cr1,100,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | ALKEM
2%₹128 Cr250,000

How to Invest in Sundaram Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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