+91-22-489139092022 के लिए 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
सुंदरम म्यूचुअल फंड ऑफ़र करता हैश्रेणी इक्विटी, ऋण और में उत्पादों कीलिक्विड फंड रिक्त स्थान जो कई प्रकार के जोखिम, प्रतिलाभ और . को पूरा करते हैंलिक्विडिटी निवेशकों की प्राथमिकताएं। फंड हाउस की एक मजबूत शोध टीम है जो बीच में 'कल के विजेताओं' की पहचान करने में ट्रैक रिकॉर्ड रखती हैछोटी टोपी खंड। और, नियत के लिएआय फंड, टीम जोर पोर्टफोलियो की क्रेडिट गुणवत्ता पर है।
सुंदरमम्यूचुअल फंड हमेशा अभिनव रहा है और कैपेक्स जैसे नए विषयों में फंड लॉन्च करने वाला पहला व्यक्ति था,मध्यम दर्जे की कंपनियों के शेयर, लीडरशिप, रूरल इंडिया और माइक्रो कैप सीरीज ऑफ फंड्स। निवेशक अपनी योजना बना सकते हैंवित्तीय लक्ष्यों और सुंदरम द्वारा दी जाने वाली योजनाओं में निवेश करें।इक्विटी फ़ंड लंबी अवधि के निवेश लक्ष्यों के लिए चुना जा सकता है, जबकिडेट फंड अल्पावधि के लिए आदर्श हैंआय.
आप नीचे सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं। इन शीर्ष प्रदर्शन करने वाली योजनाओं को एयूएम, जैसे महत्वपूर्ण मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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सुंदरम म्यूचुअल फंड में निवेश क्यों?
फंड हाउस इक्विटी, डेट और लिक्विड फंड श्रेणी में कई तरह की योजनाएं पेश करता है। निवेशक प्रत्येक योजना के जोखिम-वापसी संबंध पर विचार करने के बाद अपनी सुविधा के आधार पर योजनाओं का चयन कर सकते हैं।
यह म्यूचुअल फंड कंपनी इनोवेटिव प्रोडक्ट लॉन्च करने के लिए जानी जाती है। यह ग्रामीण भारत, नेतृत्व, माइक्रो कैप सीरीज ऑफ फंड्स, और कई नए विषयों में योजनाएं शुरू करने वाला पहला फंड हाउस है।
कंपनी के पास पोर्टफोलियो प्रबंधन सेवाओं (पीएमएस) में विशेषज्ञता वाला एक प्रभाग है जो उच्च स्तर की जरूरतों को पूरा करता हैनिवल मूल्य व्यक्तियों।
यह सभी व्यावसायिक व्यवहारों में उच्चतम स्तर की नैतिक प्रथाओं को प्राप्त करने का प्रयास करता है जिससे हितधारक के मूल्य में वृद्धि होती है।
सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
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 ₹89.4302
↓ -0.01 ₹1,408 5,000 100 -5.9 -0.3 -12 6.6 8.7 11.3 -0.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.0663
↓ -0.01 ₹18 5,000 250 -1.7 -0.2 -2.1 4.5 4.2 6.6 4.3 Sundaram Mid Cap Fund Growth ₹1,366.6
↓ -14.05 ₹13,854 5,000 100 -9.2 -3.5 -5.4 15.4 14.1 22.5 4.1 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 ₹45.6685
↑ 0.02 ₹258 100,000 250 0.2 2.2 3.8 6.7 5.8 7.2 7.6 Sundaram Corporate Bond Fund Growth ₹42.4368
↑ 0.01 ₹619 5,000 250 0 2.1 3.4 6.6 5.7 6.8 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 Small Cap Fund Growth ₹272.223
↓ -4.95 ₹4,107 5,000 100 -4.5 1.4 1.8 12.9 13.2 16.4 0.4 Sundaram Large and Mid Cap Fund Growth ₹84.9667
↓ -1.10 ₹7,131 5,000 100 -6.7 1.7 -4.1 11.7 9 11.5 3.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Debt Oriented Hybrid Fund Sundaram Mid Cap Fund Sundaram Select Focus Fund Sundaram Short Term Credit Risk Fund Sundaram Banking & PSU Debt Fund Sundaram Corporate Bond Fund Sundaram Money Fund Sundaram Small Cap Fund Sundaram Large and Mid Cap Fund Point 1 Upper mid AUM (₹1,408 Cr). Bottom quartile AUM (₹18 Cr). Highest AUM (₹13,854 Cr). Lower mid AUM (₹1,354 Cr). Bottom quartile AUM (₹116 Cr). Bottom quartile AUM (₹258 Cr). Lower mid AUM (₹619 Cr). Upper mid AUM (₹3,144 Cr). Upper mid AUM (₹4,107 Cr). Top quartile AUM (₹7,131 Cr). Point 2 Established history (20+ yrs). Established history (16+ yrs). Oldest track record among peers (24 yrs). Established history (24+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (21+ 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 Low. Risk profile: Low. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.72% (upper mid). 5Y return: 4.16% (bottom quartile). 5Y return: 14.09% (top quartile). 5Y return: 17.29% (top quartile). 1Y return: 5.25% (top quartile). 1Y return: 3.79% (upper mid). 1Y return: 3.38% (upper mid). 1Y return: 3.29% (upper mid). 5Y return: 13.16% (upper mid). 5Y return: 8.97% (upper mid). Point 6 3Y return: 6.63% (lower mid). 3Y return: 4.49% (bottom quartile). 3Y return: 15.44% (top quartile). 3Y return: 17.03% (top quartile). 1M return: 0.24% (top quartile). 1M return: -0.20% (upper mid). 1M return: -0.28% (upper mid). 1M return: 0.29% (top quartile). 3Y return: 12.88% (upper mid). 3Y return: 11.69% (upper mid). Point 7 1Y return: -11.95% (bottom quartile). 1Y return: -2.07% (lower mid). 1Y return: -5.37% (bottom quartile). 1Y return: 24.49% (top quartile). Sharpe: 1.15 (top quartile). Sharpe: -0.46 (lower mid). Sharpe: -0.60 (bottom quartile). Sharpe: -3.87 (bottom quartile). 1Y return: 1.80% (lower mid). 1Y return: -4.06% (bottom quartile). Point 8 Alpha: 0.86 (upper mid). 1M return: 0.10% (upper mid). Alpha: -1.10 (bottom quartile). Alpha: -5.62 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Alpha: 6.86 (top quartile). Alpha: 6.08 (top quartile). Point 9 Sharpe: -0.53 (lower mid). Alpha: -4.04 (bottom quartile). Sharpe: 0.00 (upper mid). Sharpe: 1.85 (top quartile). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 7.40% (top quartile). Yield to maturity (debt): 7.40% (top quartile). Yield to maturity (debt): 3.50% (upper mid). Sharpe: 0.46 (upper mid). Sharpe: 0.10 (upper mid). Point 10 Information ratio: -0.66 (bottom quartile). Sharpe: -1.35 (bottom quartile). Information ratio: 0.52 (top quartile). Information ratio: -0.52 (bottom quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 1.90 yrs (bottom quartile). Modified duration: 2.00 yrs (bottom quartile). Modified duration: 0.09 yrs (lower mid). Information ratio: 0.14 (upper mid). Information ratio: 0.32 (top quartile). Sundaram Rural and Consumption Fund
Sundaram Debt Oriented Hybrid Fund
Sundaram Mid Cap Fund
Sundaram Select Focus Fund
Sundaram Short Term Credit Risk Fund
Sundaram Banking & PSU Debt Fund
Sundaram Corporate Bond Fund
Sundaram Money Fund
Sundaram Small Cap Fund
Sundaram Large and Mid Cap 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 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 (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 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 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 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 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 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 Below is the key information for Sundaram Money 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 (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 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (30 Oct 26) ₹89.4302 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹1,408 on 30 Sep 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.53 Information Ratio -0.66 Alpha Ratio 0.86 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 Oct 21 ₹10,000 31 Oct 22 ₹10,948 31 Oct 23 ₹12,509 31 Oct 24 ₹16,349 31 Oct 25 ₹17,149 31 Oct 26 ₹15,188 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -1.4% 3 Month -5.9% 6 Month -0.3% 1 Year -12% 3 Year 6.6% 5 Year 8.7% 10 Year 15 Year Since launch 11.3% 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 Rohit Seksaria 27 Feb 26 0.59 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Anuj Bansal 27 Feb 26 0.59 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Consumer Cyclical 42.54% Consumer Defensive 20.82% Communication Services 9.92% Health Care 6.55% Financial Services 5.48% Industrials 4% Basic Materials 3.75% Technology 3.53% Asset Allocation
Asset Class Value Cash 2.46% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL9% ₹128 Cr 4,006,912
↓ -256,633 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL8% ₹117 Cr 664,101 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹113 Cr 4,317,311
↑ 2,762,641 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹99 Cr 336,803 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5323435% ₹65 Cr 157,981 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | VBL4% ₹58 Cr 1,335,122
↑ 188,974 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 25 | INDIGO4% ₹56 Cr 113,060 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | 5329774% ₹55 Cr 50,802
↑ 16,499 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹54 Cr 65,932
↓ -19,792 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN4% ₹52 Cr 113,933
↓ -32,652 2. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (30 Oct 26) ₹29.0663 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹18 on 30 Sep 26 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -1.35 Information Ratio -1.87 Alpha Ratio -4.04 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 Oct 21 ₹10,000 31 Oct 22 ₹10,168 31 Oct 23 ₹10,740 31 Oct 24 ₹12,087 31 Oct 25 ₹12,515 31 Oct 26 ₹12,258 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.1% 3 Month -1.7% 6 Month -0.2% 1 Year -2.1% 3 Year 4.5% 5 Year 4.2% 10 Year 15 Year Since launch 6.6% 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 Kumaresh Ramakrishnan 9 Jun 26 0.31 Yr. S. Bharath 16 May 22 4.38 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 22.15% Equity 18.24% Debt 59.11% Other 0.5% Equity Sector Allocation
Sector Value Financial Services 5.34% Communication Services 2.43% Technology 2.26% Consumer Cyclical 2.25% Energy 1.99% Industrials 1.55% Basic Materials 1.02% Health Care 0.92% Consumer Defensive 0.47% Debt Sector Allocation
Sector Value Government 32.11% Corporate 27% Cash Equivalent 22.15% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of) 6.53%
Sovereign Bonds | -27% ₹5 Cr 500,000 Indian Railway Finance Corporation Limited
Debentures | -6% ₹1 Cr 10
↑ 10 Muthoot Finance Limited
Debentures | -5% ₹1 Cr 100
↑ 100 Power Finance Corporation Limited
Debentures | -5% ₹1 Cr 100 Hdb Financial Services Limited
Debentures | -5% ₹1 Cr 10
↑ 10 Bajaj Housing Finance Limited
Debentures | -5% ₹1 Cr 100 Bajaj Finance Limited
Debentures | -3% ₹0 Cr 50 Bajaj Housing Finance Limited
Debentures | -3% ₹0 Cr 05 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,400 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 3,000 3. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (30 Oct 26) ₹1,366.6 ↓ -14.05 (-1.02 %) Net Assets (Cr) ₹13,854 on 30 Sep 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.01 Information Ratio 0.52 Alpha Ratio -1.1 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 Oct 21 ₹10,000 31 Oct 22 ₹10,606 31 Oct 23 ₹12,593 31 Oct 24 ₹19,161 31 Oct 25 ₹20,330 31 Oct 26 ₹19,332 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -3.4% 3 Month -9.2% 6 Month -3.5% 1 Year -5.4% 3 Year 15.4% 5 Year 14.1% 10 Year 15 Year Since launch 22.5% 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 S. Bharath 24 Feb 21 5.6 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 22.28% Industrials 17.83% Consumer Cyclical 16.96% Health Care 10.26% Technology 8.85% Basic Materials 7.76% Consumer Defensive 3.67% Real Estate 2.94% Utility 2.1% Communication Services 1.8% Energy 1.19% Asset Allocation
Asset Class Value Cash 4.31% Equity 95.64% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹380 Cr 11,700,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹357 Cr 6,450,835 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹332 Cr 697,000
↓ -25,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹327 Cr 10,300,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹312 Cr 38,278,844 Thermax Ltd (Industrials)
Equity, Since 31 Mar 26 | THERMAX2% ₹305 Cr 900,000
↑ 223,890 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹280 Cr 1,600,000
↓ -80,000 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | SONACOMS2% ₹280 Cr 3,370,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 25 | 5031002% ₹271 Cr 1,400,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹264 Cr 1,503,352
↓ -231,801 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 30 Oct 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 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 30 Oct 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 6. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (30 Oct 26) ₹45.6685 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹258 on 30 Sep 26 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.42 Sharpe Ratio -0.47 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 2 Years 3 Months 18 Days Modified Duration 1 Year 10 Months 24 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,241 31 Oct 23 ₹10,919 31 Oct 24 ₹11,827 31 Oct 25 ₹12,777 31 Oct 26 ₹13,253 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.2% 3 Month 0.2% 6 Month 2.2% 1 Year 3.8% 3 Year 6.7% 5 Year 5.8% 10 Year 15 Year Since launch 7.2% 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 Kumaresh Ramakrishnan 9 Jun 26 0.31 Yr. Sandeep Agarwal 16 May 22 4.38 Yr. Ronak Shah 13 Aug 26 0.13 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 10.57% Debt 88.88% Other 0.55% Debt Sector Allocation
Sector Value Corporate 56.34% Government 32.54% Cash Equivalent 10.57% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Housing Bank
Debentures | -8% ₹20 Cr 2,000 Export Import Bank Of India
Debentures | -8% ₹20 Cr 2,000 Indian Oil Corporation Limited
Debentures | -6% ₹15 Cr 150 HDFC Bank Limited
Debentures | -6% ₹15 Cr 1,500
↓ -1,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹10 Cr 1,000 Power Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 Power Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 Indian Railway Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 Small Industries Development Bank Of India
Debentures | -4% ₹10 Cr 1,000 National Bank For Financing Infrastructure And Development
Debentures | -4% ₹10 Cr 1,000 7. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (30 Oct 26) ₹42.4368 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹619 on 30 Sep 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.57 Sharpe Ratio -0.6 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 2 Years 8 Months 12 Days Modified Duration 2 Years Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,306 31 Oct 23 ₹10,926 31 Oct 24 ₹11,838 31 Oct 25 ₹12,792 31 Oct 26 ₹13,217 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.3% 3 Month 0% 6 Month 2.1% 1 Year 3.4% 3 Year 6.6% 5 Year 5.7% 10 Year 15 Year Since launch 6.8% 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 Kumaresh Ramakrishnan 9 Jun 26 0.31 Yr. Sandeep Agarwal 1 Jun 12 14.34 Yr. Ronak Shah 13 Aug 26 0.13 Yr. Data below for Sundaram Corporate Bond Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 11.87% Debt 87.63% Other 0.5% Debt Sector Allocation
Sector Value Corporate 62.14% Government 27.87% Cash Equivalent 9.49% Credit Quality
Rating Value AA 1.77% AAA 98.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Railway Finance Corporation Limited
Debentures | -6% ₹39 Cr 4,000 LIC Housing Finance Ltd
Debentures | -5% ₹30 Cr 300 Power Finance Corporation Limited
Debentures | -5% ₹30 Cr 300 National Bank For Agriculture And Rural Development
Debentures | -5% ₹29 Cr 3,000 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 Embassy Office Parks Reit
Debentures | -4% ₹25 Cr 2,500 6.94% Govt Stock 2036
Sovereign Bonds | -4% ₹24 Cr 2,500,000 Rec Limited
Debentures | -4% ₹24 Cr 2,500 8. 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 Returns for Sundaram Money Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 9. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (30 Oct 26) ₹272.223 ↓ -4.95 (-1.79 %) Net Assets (Cr) ₹4,107 on 30 Sep 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.46 Information Ratio 0.14 Alpha Ratio 6.86 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 Oct 21 ₹10,000 31 Oct 22 ₹10,322 31 Oct 23 ₹12,922 31 Oct 24 ₹17,891 31 Oct 25 ₹18,180 31 Oct 26 ₹18,557 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -6.8% 3 Month -4.5% 6 Month 1.4% 1 Year 1.8% 3 Year 12.9% 5 Year 13.2% 10 Year 15 Year Since launch 16.4% 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 Rohit Seksaria 1 Nov 22 3.92 Yr. Shalav Saket 20 Mar 26 0.53 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 22.19% Consumer Cyclical 20.53% Financial Services 20.07% Health Care 9.92% Basic Materials 9.63% Technology 4.87% Communication Services 3.86% Real Estate 2.07% Consumer Defensive 1.89% Utility 0.7% Energy 0.14% Asset Allocation
Asset Class Value Cash 3.38% Equity 95.87% Debt 0.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹207 Cr 264,884 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN3% ₹131 Cr 1,534,556 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹130 Cr 577,256 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹130 Cr 4,056,832 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹116 Cr 1,668,350 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹108 Cr 711,944 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹107 Cr 957,209 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹92 Cr 644,781 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹86 Cr 4,221,491
↓ -222,318 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 26 | INDIGO2% ₹85 Cr 171,244
↑ 25,320 10. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (30 Oct 26) ₹84.9667 ↓ -1.10 (-1.28 %) Net Assets (Cr) ₹7,131 on 30 Sep 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.1 Information Ratio 0.32 Alpha Ratio 6.08 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 Oct 21 ₹10,000 31 Oct 22 ₹10,117 31 Oct 23 ₹11,010 31 Oct 24 ₹15,275 31 Oct 25 ₹15,921 31 Oct 26 ₹15,367 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.8% 3 Month -6.7% 6 Month 1.7% 1 Year -4.1% 3 Year 11.7% 5 Year 9% 10 Year 15 Year Since launch 11.5% 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 Madanagopal Ramu 16 Mar 26 0.54 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 23.94% Financial Services 22.39% Consumer Cyclical 17.74% Technology 11.13% Health Care 5.86% Consumer Defensive 5.19% Communication Services 4.69% Real Estate 3.6% Basic Materials 2.19% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | RADICO5% ₹370 Cr 847,135 Lenskart Solutions Ltd (Healthcare)
Equity, Since 31 Jul 26 | LENSKART5% ₹333 Cr 4,865,007 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹293 Cr 9,150,470 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Apr 26 | MTARTECH4% ₹274 Cr 351,434
↓ -750 One97 Communications Ltd (Technology)
Equity, Since 31 Aug 26 | PAYTM4% ₹266 Cr 1,586,804
↑ 411,054 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹266 Cr 2,706,141 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | KALYANKJIL3% ₹243 Cr 4,401,669 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | FIVESTAR3% ₹234 Cr 4,520,688 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 26 | TDPOWERSYS3% ₹233 Cr 2,969,647 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 26 | UJJIVANSFB3% ₹228 Cr 33,778,893
↑ 7,128,090
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Research Highlights for Sundaram Rural and Consumption Fund