2022 માટે 10 શ્રેષ્ઠ સુંદરમ મ્યુચ્યુઅલ ફંડ યોજનાઓ

Updated on June 8, 2026 , 7096 views

સુંદરમ મ્યુચ્યુઅલ ફંડ ઓફર કરે છેશ્રેણી ઇક્વિટી, ડેટ અને માં ઉત્પાદનોનીલિક્વિડ ફંડ્સ જગ્યાઓ કે જે જોખમ, વળતર અનેપ્રવાહિતા રોકાણકારોની પસંદગીઓ. ફંડ હાઉસ પાસે એક મજબૂત સંશોધન ટીમ છે જે મધ્યમાં 'કાલના વિજેતાઓ'ને ઓળખવામાં ટ્રેક રેકોર્ડ રાખે છે અનેનાની ટોપી સેગમેન્ટ અને, નિશ્ચિત માટેઆવક ફંડ, ટીમનો ભાર પોર્ટફોલિયોની ક્રેડિટ ગુણવત્તા પર છે.

સુંદરમમ્યુચ્યુઅલ ફંડ હંમેશા નવીનતાપૂર્ણ રહી છે અને કેપેક્સ જેવી નવી થીમમાં ફંડ લોન્ચ કરનાર પ્રથમ વ્યક્તિ છે,મિડ-કેપ, લીડરશીપ, ગ્રામીણ ભારત અને માઇક્રો કેપ શ્રેણીના ફંડ. રોકાણકારો તેમની યોજના બનાવી શકે છેનાણાકીય લક્ષ્યો અને સુંદરમ દ્વારા ઓફર કરવામાં આવતી યોજનાઓમાં રોકાણ કરો.ઇક્વિટી ફંડ્સ લાંબા ગાળાના રોકાણ લક્ષ્યો માટે પસંદ કરી શકાય છે, જ્યારેડેટ ફંડ ટૂંકા ગાળા માટે આદર્શ છેકમાણી.

તમે નીચે સૂચિબદ્ધ ટોચની 10 શ્રેષ્ઠ સુંદરમ મ્યુચ્યુઅલ ફંડ યોજનાઓમાંથી ફંડ પસંદ કરી શકો છો. એયુએમ જેવા મહત્વના માપદંડો હાથ ધરીને આ ટોચની કામગીરી કરતી યોજનાઓને શોર્ટલિસ્ટ કરવામાં આવી છે.નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.

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સુંદરમ મ્યુચ્યુઅલ ફંડમાં શા માટે રોકાણ કરો?

ફંડ હાઉસ ઇક્વિટી, ડેટ અને લિક્વિડ ફંડ કેટેગરીમાં સ્કીમ્સની વિશાળ શ્રેણી ઓફર કરે છે. દરેક સ્કીમના રિસ્ક-રિટર્ન સંબંધને ધ્યાનમાં લીધા પછી રોકાણકારો તેમની સગવડતાના આધારે સ્કીમ પસંદ કરી શકે છે.
આ મ્યુચ્યુઅલ ફંડ કંપની નવીન ઉત્પાદનો લોન્ચ કરવા માટે જાણીતી છે. ગ્રામીણ ભારત, લીડરશીપ, ફંડ્સની માઇક્રો કેપ સિરીઝ અને ઘણી બધી નવી થીમમાં સ્કીમો લોન્ચ કરનાર તે પ્રથમ ફંડ હાઉસ છે.
કંપની પાસે પોર્ટફોલિયો મેનેજમેન્ટ સર્વિસીસ (PMS) માં વિશેષતા ધરાવતો વિભાગ છેચોખ્ખી કિંમત વ્યક્તિઓ
તે તમામ વ્યવસાયિક વ્યવહારોમાં ઉચ્ચતમ સ્તરની નૈતિક પ્રથાઓ હાંસલ કરવાનો પ્રયત્ન કરે છે જેનાથી હિસ્સેદારનું મૂલ્ય વધે છે.

શ્રેષ્ઠ સુંદરમ મ્યુચ્યુઅલ ફંડ યોજનાઓ

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2024 (%)
Sundaram Rural and Consumption Fund Growth	₹85.8068 ↓ -0.57	₹1,428	5,000	100	-1.4	-10.8	-11.4	9.6	10.1	11.3	-0.1
Sundaram Mid Cap Fund Growth	₹1,394.65 ↓ -13.97	₹13,378	5,000	100	2.8	0.2	1.9	21.5	17.5	23	4.1
Sundaram Debt Oriented Hybrid Fund Growth	₹29.0553 ↓ 0.00	₹19	5,000	250	-1.5	-2.3	-1.9	4.9	6.1	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 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 Banking & PSU Debt Fund Growth	₹45.1189 ↓ -0.04	₹278	100,000	250	1.4	2.2	4.6	7	5.8	7.3	7.6
Sundaram Small Cap Fund Growth	₹268.084 ↓ -3.96	₹3,563	5,000	100	12.3	6.3	4.4	18	16.5	16.8	0.4
Sundaram Corporate Bond Fund Growth	₹41.9806 ↓ -0.03	₹616	5,000	250	1.3	2	4.2	6.8	5.8	6.9	7.5
Sundaram Money Fund Growth	₹44.1929 ↑ 0.00	₹3,144	1,000	1,000	0.8	1.7	3.3	4.7	5.6	7.2
Sundaram Large and Mid Cap Fund Growth	₹81.6868 ↓ -1.06	₹6,575	5,000	100	-0.9	-4.4	-2.4	12.7	12	11.6	3.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 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 Short Term Credit Risk Fund	Sundaram Banking & PSU Debt Fund	Sundaram Small Cap Fund	Sundaram Corporate Bond Fund	Sundaram Money Fund	Sundaram Large and Mid Cap Fund
Point 1	Upper mid AUM (₹1,428 Cr).	Highest AUM (₹13,378 Cr).	Bottom quartile AUM (₹19 Cr).	Lower mid AUM (₹1,354 Cr).	Bottom quartile AUM (₹116 Cr).	Bottom quartile AUM (₹278 Cr).	Upper mid AUM (₹3,563 Cr).	Lower mid AUM (₹616 Cr).	Upper mid AUM (₹3,144 Cr).	Top quartile AUM (₹6,575 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (16+ yrs).	Established history (23+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (20+ yrs).	Established history (19+ 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 Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Low.	Risk profile: Moderately High.
Point 5	5Y return: 10.11% (upper mid).	5Y return: 17.54% (top quartile).	5Y return: 6.11% (lower mid).	5Y return: 17.29% (top quartile).	1Y return: 5.25% (top quartile).	1Y return: 4.56% (upper mid).	5Y return: 16.51% (upper mid).	1Y return: 4.23% (upper mid).	1Y return: 3.29% (lower mid).	5Y return: 12.03% (upper mid).
Point 6	3Y return: 9.58% (upper mid).	3Y return: 21.50% (top quartile).	3Y return: 4.93% (bottom quartile).	3Y return: 17.03% (upper mid).	1M return: 0.24% (upper mid).	1M return: 0.75% (top quartile).	3Y return: 17.96% (top quartile).	1M return: 0.74% (top quartile).	1M return: 0.29% (upper mid).	3Y return: 12.70% (upper mid).
Point 7	1Y return: -11.37% (bottom quartile).	1Y return: 1.89% (lower mid).	1Y return: -1.90% (bottom quartile).	1Y return: 24.49% (top quartile).	Sharpe: 1.15 (top quartile).	Sharpe: -0.80 (lower mid).	1Y return: 4.35% (upper mid).	Sharpe: -0.91 (bottom quartile).	Sharpe: -3.87 (bottom quartile).	1Y return: -2.38% (bottom quartile).
Point 8	Alpha: -6.38 (bottom quartile).	Alpha: 0.31 (top quartile).	1M return: -0.54% (upper mid).	Alpha: -5.62 (bottom quartile).	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Alpha: 5.65 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -2.96 (lower mid).
Point 9	Sharpe: -0.46 (lower mid).	Sharpe: 0.36 (upper mid).	Alpha: -4.87 (bottom quartile).	Sharpe: 1.85 (top quartile).	Yield to maturity (debt): 3.60% (upper mid).	Yield to maturity (debt): 7.41% (top quartile).	Sharpe: 0.48 (upper mid).	Yield to maturity (debt): 7.52% (top quartile).	Yield to maturity (debt): 3.50% (lower mid).	Sharpe: -0.05 (upper mid).
Point 10	Information ratio: -0.54 (bottom quartile).	Information ratio: 0.26 (top quartile).	Sharpe: -1.67 (bottom quartile).	Information ratio: -0.52 (lower mid).	Modified duration: 0.94 yrs (lower mid).	Modified duration: 1.91 yrs (bottom quartile).	Information ratio: -0.23 (lower mid).	Modified duration: 2.16 yrs (bottom quartile).	Modified duration: 0.09 yrs (upper mid).	Information ratio: -0.83 (bottom quartile).

Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,428 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.11% (upper mid).
3Y return: 9.58% (upper mid).
1Y return: -11.37% (bottom quartile).
Alpha: -6.38 (bottom quartile).
Sharpe: -0.46 (lower mid).
Information ratio: -0.54 (bottom quartile).

Sundaram Mid Cap Fund

Highest AUM (₹13,378 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.54% (top quartile).
3Y return: 21.50% (top quartile).
1Y return: 1.89% (lower mid).
Alpha: 0.31 (top quartile).
Sharpe: 0.36 (upper mid).
Information ratio: 0.26 (top quartile).

Sundaram Debt Oriented Hybrid Fund

Bottom quartile AUM (₹19 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 6.11% (lower mid).
3Y return: 4.93% (bottom quartile).
1Y return: -1.90% (bottom quartile).
1M return: -0.54% (upper mid).
Alpha: -4.87 (bottom quartile).
Sharpe: -1.67 (bottom quartile).

Sundaram Select Focus Fund

Lower mid AUM (₹1,354 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (top quartile).
3Y return: 17.03% (upper mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (lower mid).

Sundaram Short Term Credit Risk Fund

Bottom quartile AUM (₹116 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 5.25% (top quartile).
1M return: 0.24% (upper mid).
Sharpe: 1.15 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 3.60% (upper mid).
Modified duration: 0.94 yrs (lower mid).

Sundaram Banking & PSU Debt Fund

Bottom quartile AUM (₹278 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 4.56% (upper mid).
1M return: 0.75% (top quartile).
Sharpe: -0.80 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.41% (top quartile).
Modified duration: 1.91 yrs (bottom quartile).

Sundaram Small Cap Fund

Upper mid AUM (₹3,563 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.51% (upper mid).
3Y return: 17.96% (top quartile).
1Y return: 4.35% (upper mid).
Alpha: 5.65 (top quartile).
Sharpe: 0.48 (upper mid).
Information ratio: -0.23 (lower mid).

Sundaram Corporate Bond Fund

Lower mid AUM (₹616 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.23% (upper mid).
1M return: 0.74% (top quartile).
Sharpe: -0.91 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.52% (top quartile).
Modified duration: 2.16 yrs (bottom quartile).

Sundaram Money Fund

Upper mid AUM (₹3,144 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 3.29% (lower mid).
1M return: 0.29% (upper mid).
Sharpe: -3.87 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 3.50% (lower mid).
Modified duration: 0.09 yrs (upper mid).

Sundaram Large and Mid Cap Fund

Top quartile AUM (₹6,575 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.03% (upper mid).
3Y return: 12.70% (upper mid).
1Y return: -2.38% (bottom quartile).
Alpha: -2.96 (lower mid).
Sharpe: -0.05 (upper mid).
Information ratio: -0.83 (bottom quartile).

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.

Research Highlights for Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,428 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.11% (upper mid).
3Y return: 9.58% (upper mid).
1Y return: -11.37% (bottom quartile).
Alpha: -6.38 (bottom quartile).
Sharpe: -0.46 (lower mid).
Information ratio: -0.54 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Bharti Airtel Ltd (~8.8%).

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (11 Jun 26)	₹85.8068 ↓ -0.57 (-0.66 %)
Net Assets (Cr)	₹1,428 on 30 Apr 26
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.46
Information Ratio	-0.54
Alpha Ratio	-6.38
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
31 May 21	₹10,000
31 May 22	₹10,797
31 May 23	₹12,640
31 May 24	₹16,320
31 May 25	₹18,526
31 May 26	₹17,029

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 11 Jun 26

Duration	Returns
1 Month	-5.5%
3 Month	-1.4%
6 Month	-10.8%
1 Year	-11.4%
3 Year	9.6%
5 Year	10.1%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.1%
2023	20.1%
2022	30.2%
2021	9.3%
2020	19.3%
2019	13.5%
2018	2.7%
2017	-7.8%
2016	38.7%
2015	21.1%

Fund Manager information for Sundaram Rural and Consumption Fund

Name	Since	Tenure
Rohit Seksaria	27 Feb 26	0.26 Yr.
Shalav Saket	31 Dec 25	0.42 Yr.
Anuj Bansal	27 Feb 26	0.26 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	49.57%
Consumer Defensive	25.4%
Communication Services	9.7%
Health Care	4.6%
Industrials	2.69%
Real Estate	1.94%
Financial Services	1.91%
Basic Materials	1.65%
Technology	0.99%

Asset Allocation

Asset Class	Value
Cash	1.56%
Equity	98.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 22 \| BHARTIARTL	9%	₹125 Cr	662,373 ↓ -73,186
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	8%	₹118 Cr	380,329 ↓ -21,735
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	8%	₹118 Cr	3,733,186
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| ETERNAL	7%	₹105 Cr	4,263,545 ↑ 1,022,695
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	7%	₹93 Cr	212,692
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jul 22 \| APOLLOHOSP	5%	₹65 Cr	85,724
Nestle India Ltd (Consumer Defensive) Equity, Since 30 Jun 16 \| NESTLEIND	4%	₹63 Cr	431,406
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	4%	₹57 Cr	42,610
Trent Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| 500251	4%	₹51 Cr	124,112
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	3%	₹49 Cr	218,265 ↓ -99,524

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.

Research Highlights for Sundaram Mid Cap Fund

Highest AUM (₹13,378 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.54% (top quartile).
3Y return: 21.50% (top quartile).
1Y return: 1.89% (lower mid).
Alpha: 0.31 (top quartile).
Sharpe: 0.36 (upper mid).
Information ratio: 0.26 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~3.3%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (11 Jun 26)	₹1,394.65 ↓ -13.97 (-0.99 %)
Net Assets (Cr)	₹13,378 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.36
Information Ratio	0.26
Alpha Ratio	0.31
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
31 May 21	₹10,000
31 May 22	₹10,905
31 May 23	₹12,886
31 May 24	₹19,697
31 May 25	₹22,307
31 May 26	₹23,938

Sundaram Mid Cap Fund SIP 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 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 11 Jun 26

Duration	Returns
1 Month	-4%
3 Month	2.8%
6 Month	0.2%
1 Year	1.9%
3 Year	21.5%
5 Year	17.5%
10 Year
15 Year
Since launch	23%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.27 Yr.
Shalav Saket	31 Dec 25	0.42 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	21.44%
Industrials	17.17%
Consumer Cyclical	15.42%
Health Care	9.48%
Basic Materials	8.9%
Technology	8.08%
Consumer Defensive	5.5%
Utility	3.85%
Real Estate	3.21%
Communication Services	2.22%
Energy	1.51%

Asset Allocation

Asset Class	Value
Cash	3.21%
Equity	96.78%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹448 Cr	850,000 ↓ -220,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹447 Cr	1,000,000 ↓ -125,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹357 Cr	11,498,475
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹344 Cr	945,165
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹325 Cr	1,642,029
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹298 Cr	10,399,688
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹278 Cr	6,735,835
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹267 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹266 Cr	1,675,000 ↑ 735,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹263 Cr	3,395,879

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

Research Highlights for Sundaram Debt Oriented Hybrid Fund

Bottom quartile AUM (₹19 Cr).
Established history (16+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 6.11% (lower mid).
3Y return: 4.93% (bottom quartile).
1Y return: -1.90% (bottom quartile).
1M return: -0.54% (upper mid).
Alpha: -4.87 (bottom quartile).
Sharpe: -1.67 (bottom quartile).
Information ratio: -1.88 (bottom quartile).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Conservative stance with elevated cash (~54%).
High-quality debt (AAA/AA ~100%).
Largest holding 6.36% Govt Stock 2031 (~26.1%).

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund Growth
Launch Date	8 Mar 10
NAV (11 Jun 26)	₹29.0553 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹19 on 30 Apr 26
Category	Hybrid - Hybrid Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	-1.67
Information Ratio	-1.88
Alpha Ratio	-4.87
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
31 May 21	₹10,000
31 May 22	₹10,803
31 May 23	₹11,680
31 May 24	₹12,763
31 May 25	₹13,824
31 May 26	₹13,497

Sundaram Debt Oriented Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 11 Jun 26

Duration	Returns
1 Month	-0.5%
3 Month	-1.5%
6 Month	-2.3%
1 Year	-1.9%
3 Year	4.9%
5 Year	6.1%
10 Year
15 Year
Since launch	6.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.3%
2023	8%
2022	9.2%
2021	2.8%
2020	14.5%
2019	7.3%
2018	0.9%
2017	-1.2%
2016	12.1%
2015	9.9%

Fund Manager information for Sundaram Debt Oriented Hybrid Fund

Name	Since	Tenure
Dwijendra Srivastava	1 Jun 12	14.01 Yr.
S. Bharath	16 May 22	4.04 Yr.
Sandeep Agarwal	30 Sep 12	13.67 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Apr 26

Asset Allocation

Asset Class	Value
Cash	53.76%
Equity	19.65%
Debt	26.11%
Other	0.48%

Equity Sector Allocation

Sector	Value
Financial Services	5.83%
Technology	2.59%
Communication Services	2.44%
Consumer Cyclical	2.36%
Energy	2.14%
Industrials	1.54%
Basic Materials	1.3%
Health Care	0.97%
Consumer Defensive	0.49%

Debt Sector Allocation

Sector	Value
Cash Equivalent	53.76%
Government	26.11%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.36% Govt Stock 2031 Sovereign Bonds \| -	26%	₹5 Cr	500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	2%	₹0 Cr	2,400
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 18 \| RELIANCE	2%	₹0 Cr	3,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| HDFCBANK	2%	₹0 Cr	5,000
State Bank of India (Financial Services) Equity, Since 30 Jun 21 \| SBIN	1%	₹0 Cr	2,400
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	1%	₹0 Cr	1,600
Infosys Ltd (Technology) Equity, Since 29 Feb 20 \| INFY	1%	₹0 Cr	1,707
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| 532977	1%	₹0 Cr	160
HCL Technologies Ltd (Technology) Equity, Since 30 Jun 20 \| HCLTECH	1%	₹0 Cr	1,400
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	1%	₹0 Cr	1,200

4. Sundaram Select Focus Fund

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

Research Highlights for Sundaram Select Focus Fund

Lower mid AUM (₹1,354 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (top quartile).
3Y return: 17.03% (upper mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (lower mid).

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.

Date	Value
31 May 21	₹10,000

Sundaram Select Focus Fund SIP 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 11 Jun 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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

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 Short Term Credit Risk Fund

(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

Bottom quartile AUM (₹116 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 5.25% (top quartile).
1M return: 0.24% (upper mid).
Sharpe: 1.15 (top quartile).
Information ratio: 0.00 (top quartile).
Yield to maturity (debt): 3.60% (upper mid).
Modified duration: 0.94 yrs (lower mid).
Average maturity: 1.21 yrs (lower mid).
Exit load: NIL.

Below is the key information for 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

Sundaram Short Term Credit Risk Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330 Invest Now

Returns for Sundaram Short Term Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

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

6. 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

Research Highlights for Sundaram Banking & PSU Debt Fund

Bottom quartile AUM (₹278 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 4.56% (upper mid).
1M return: 0.75% (top quartile).
Sharpe: -0.80 (lower mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.41% (top quartile).
Modified duration: 1.91 yrs (bottom quartile).
Average maturity: 2.34 yrs (bottom quartile).
Exit load: NIL.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~82%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Limited (~9.0%).

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

Sundaram Banking & PSU Debt Fund Growth
Launch Date	30 Dec 04
NAV (11 Jun 26)	₹45.1189 ↓ -0.04 (-0.08 %)
Net Assets (Cr)	₹278 on 30 Apr 26
Category	Debt - Banking & PSU Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.41
Sharpe Ratio	-0.8
Information Ratio	0
Alpha Ratio	0
Min Investment	100,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	7.41%
Effective Maturity	2 Years 4 Months 2 Days
Modified Duration	1 Year 10 Months 28 Days
Sub Cat.	Banking & PSU Debt

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,156
31 May 23	₹10,811
31 May 24	₹11,534
31 May 25	₹12,655
31 May 26	₹13,127

Sundaram Banking & PSU Debt Fund SIP 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 11 Jun 26

Duration	Returns
1 Month	0.7%
3 Month	1.4%
6 Month	2.2%
1 Year	4.6%
3 Year	7%
5 Year	5.8%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.6%
2023	8%
2022	6.8%
2021	3%
2020	2.9%
2019	7.6%
2018	10.1%
2017	6.1%
2016	6.2%
2015	7.9%

Fund Manager information for Sundaram Banking & PSU Debt Fund

Name	Since	Tenure
Dwijendra Srivastava	27 Jul 10	15.86 Yr.
Sandeep Agarwal	16 May 22	4.04 Yr.
Yash Sanghvi	31 May 25	1 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 30 Apr 26

Asset Allocation

Asset Class	Value
Cash	17.92%
Debt	81.58%
Other	0.5%

Debt Sector Allocation

Sector	Value
Corporate	56.58%
Government	28.4%
Cash Equivalent	14.53%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Limited Debentures \| -	9%	₹25 Cr	2,500
National Housing Bank Debentures \| -	7%	₹20 Cr	2,000
Export Import Bank Of India Debentures \| -	7%	₹20 Cr	2,000
Small Industries Development Bank Of India Debentures \| -	7%	₹20 Cr	2,000
Indian Oil Corporation Limited Debentures \| -	5%	₹15 Cr	150
National Bank For Agriculture And Rural Development Debentures \| -	5%	₹15 Cr	1,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹10 Cr	1,000
Indian Railway Finance Corporation Limited Debentures \| -	4%	₹10 Cr	1,000
Power Finance Corporation Limited Debentures \| -	4%	₹10 Cr	1,000
Bajaj Finance Limited Debentures \| -	4%	₹10 Cr	1,000

7. 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.

Research Highlights for Sundaram Small Cap Fund

Upper mid AUM (₹3,563 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.51% (upper mid).
3Y return: 17.96% (top quartile).
1Y return: 4.35% (upper mid).
Alpha: 5.65 (top quartile).
Sharpe: 0.48 (upper mid).
Information ratio: -0.23 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~5.3%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (11 Jun 26)	₹268.084 ↓ -3.96 (-1.46 %)
Net Assets (Cr)	₹3,563 on 30 Apr 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	0.48
Information Ratio	-0.23
Alpha Ratio	5.65
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
31 May 21	₹10,000
31 May 22	₹11,047
31 May 23	₹13,392
31 May 24	₹18,985
31 May 25	₹20,769
31 May 26	₹22,789

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 11 Jun 26

Duration	Returns
1 Month	-2.7%
3 Month	12.3%
6 Month	6.3%
1 Year	4.4%
3 Year	18%
5 Year	16.5%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
2023	19.1%
2022	45.3%
2021	-2.1%
2020	60.3%
2019	26.2%
2018	-6.1%
2017	-29.2%
2016	55.6%
2015	-0.1%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.58 Yr.
Shalav Saket	20 Mar 26	0.2 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	20.6%
Financial Services	19.88%
Consumer Cyclical	19.84%
Health Care	11.77%
Basic Materials	8.97%
Communication Services	4.24%
Technology	3.77%
Consumer Defensive	2.57%
Real Estate	2.13%
Utility	1.15%

Asset Allocation

Asset Class	Value
Cash	5.05%
Equity	94.92%
Debt	0.03%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	5%	₹187 Cr	289,884 ↓ -59,627
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹118 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SJS	3%	₹104 Cr	577,256
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹100 Cr	957,209 ↓ -35,471
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| RATEGAIN	3%	₹92 Cr	1,534,556
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	2%	₹88 Cr	1,045,263
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ETERNAL	2%	₹86 Cr	3,461,769 ↑ 137,756
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	2%	₹84 Cr	594,278
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹83 Cr	4,443,809
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	2%	₹82 Cr	106,539

8. 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.

Research Highlights for Sundaram Corporate Bond Fund

Lower mid AUM (₹616 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 4.23% (upper mid).
1M return: 0.74% (top quartile).
Sharpe: -0.91 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 7.52% (top quartile).
Modified duration: 2.16 yrs (bottom quartile).
Average maturity: 2.30 yrs (bottom quartile).
Exit load: NIL.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~81%).
High-quality debt (AAA/AA ~100%).
Largest holding Indian Railway Finance Corporation Limited (~6.5%).

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund Growth
Launch Date	30 Dec 04
NAV (11 Jun 26)	₹41.9806 ↓ -0.03 (-0.07 %)
Net Assets (Cr)	₹616 on 30 Apr 26
Category	Debt - Corporate Bond
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.54
Sharpe Ratio	-0.91
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	7.52%
Effective Maturity	2 Years 3 Months 18 Days
Modified Duration	2 Years 1 Month 28 Days
Sub Cat.	Corporate Bond

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,265
31 May 23	₹10,876
31 May 24	₹11,585
31 May 25	₹12,728
31 May 26	₹13,157

Sundaram Corporate Bond Fund SIP 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 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 11 Jun 26

Duration	Returns
1 Month	0.7%
3 Month	1.3%
6 Month	2%
1 Year	4.2%
3 Year	6.8%
5 Year	5.8%
10 Year
15 Year
Since launch	6.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.5%
2023	8%
2022	6.3%
2021	3.7%
2020	3.5%
2019	11%
2018	11.3%
2017	4.8%
2016	5.4%
2015	11.7%

Fund Manager information for Sundaram Corporate Bond Fund

Name	Since	Tenure
Dwijendra Srivastava	31 Jul 10	15.85 Yr.
Sandeep Agarwal	1 Jun 12	14.01 Yr.

Data below for Sundaram Corporate Bond Fund as on 30 Apr 26

Asset Allocation

Asset Class	Value
Cash	18.44%
Debt	81.06%
Other	0.5%

Debt Sector Allocation

Sector	Value
Corporate	59.54%
Government	23.06%
Cash Equivalent	16.91%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indian Railway Finance Corporation Limited Debentures \| -	6%	₹40 Cr	4,000
LIC Housing Finance Ltd Debentures \| -	5%	₹30 Cr	300
6.48% Govt Stock 2035 Sovereign Bonds \| -	4%	₹27 Cr	2,810,000
Small Industries Development Bank Of India Debentures \| -	4%	₹25 Cr	2,500
Rec Limited Debentures \| -	4%	₹25 Cr	2,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹25 Cr	2,500
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹25 Cr	2,500
LIC Housing Finance Ltd Debentures \| -	4%	₹25 Cr	2,500
Rec Limited Debentures \| -	4%	₹25 Cr	2,500
Embassy Office Parks Reit Debentures \| -	4%	₹25 Cr	2,500

9. Sundaram Money Fund

To provide a level of income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Research Highlights for Sundaram Money Fund

Upper mid AUM (₹3,144 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 3.29% (lower mid).
1M return: 0.29% (upper mid).
Sharpe: -3.87 (bottom quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 3.50% (lower mid).
Modified duration: 0.09 yrs (upper mid).
Average maturity: 0.09 yrs (upper mid).
Exit load: NIL.

Below is the key information for Sundaram Money Fund

Sundaram Money Fund Growth
Launch Date	12 Dec 05
NAV (31 Dec 21)	₹44.1929 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹3,144 on 30 Nov 21
Category	Debt - Liquid Fund
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Low
Expense Ratio	0.26
Sharpe Ratio	-3.87
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	NIL
Yield to Maturity	3.5%
Effective Maturity	1 Month 2 Days
Modified Duration	1 Month 2 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000

Sundaram Money Fund SIP 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 Money Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26

Duration	Returns
1 Month	0.3%
3 Month	0.8%
6 Month	1.7%
1 Year	3.3%
3 Year	4.7%
5 Year	5.6%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Sundaram Money Fund

Name	Since	Tenure

Data below for Sundaram Money Fund as on 30 Nov 21

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.

Research Highlights for Sundaram Large and Mid Cap Fund

Top quartile AUM (₹6,575 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.03% (upper mid).
3Y return: 12.70% (upper mid).
1Y return: -2.38% (bottom quartile).
Alpha: -2.96 (lower mid).
Sharpe: -0.05 (upper mid).
Information ratio: -0.83 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Shriram Finance Ltd (~3.9%).

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 (11 Jun 26)	₹81.6868 ↓ -1.06 (-1.28 %)
Net Assets (Cr)	₹6,575 on 30 Apr 26
Category	Equity - Large & Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.05
Information Ratio	-0.83
Alpha Ratio	-2.96
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
31 May 21	₹10,000
31 May 22	₹11,075
31 May 23	₹12,562
31 May 24	₹16,899
31 May 25	₹18,099
31 May 26	₹18,621

Sundaram Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 11 Jun 26

Duration	Returns
1 Month	-3.8%
3 Month	-0.9%
6 Month	-4.4%
1 Year	-2.4%
3 Year	12.7%
5 Year	12%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.6%
2023	21.1%
2022	26.8%
2021	-1.3%
2020	42.1%
2019	7.6%
2018	10.3%
2017	0.4%
2016	36.1%
2015	7.6%

Fund Manager information for Sundaram Large and Mid Cap Fund

Name	Since	Tenure
Madanagopal Ramu	16 Mar 26	0.21 Yr.
Shalav Saket	31 Dec 25	0.41 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	25.31%
Industrials	15.7%
Consumer Cyclical	14.25%
Basic Materials	6.97%
Consumer Defensive	5.96%
Technology	5.94%
Communication Services	5.11%
Utility	3.98%
Health Care	3.84%
Real Estate	3.64%
Energy	2.06%

Asset Allocation

Asset Class	Value
Cash	7.24%
Equity	92.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Shriram Finance Ltd (Financial Services) Equity, Since 31 Mar 26 \| SHRIRAMFIN	4%	₹254 Cr	2,706,141 ↑ 1,001,913
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹241 Cr	2,253,000
Oracle Financial Services Software Ltd (Technology) Equity, Since 30 Apr 26 \| OFSS	3%	₹219 Cr	224,804 ↑ 224,804
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Mar 26 \| 532234	3%	₹208 Cr	5,205,311 ↑ 1,513,242
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Mar 26 \| RADICO	3%	₹197 Cr	576,943 ↑ 91,717
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹197 Cr	491,202 ↓ -52,083
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	3%	₹196 Cr	7,945,379
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 26 \| INDIGO	3%	₹179 Cr	417,063 ↑ 74,518
FSN E-Commerce Ventures Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| NYKAA	3%	₹171 Cr	6,457,549 ↑ 900,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹170 Cr	900,000

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