2022க்கான 10 சிறந்த சுந்தரம் மியூச்சுவல் ஃபண்ட் திட்டங்கள்

Updated on November 24, 2025 , 6626 views

சுந்தரம் மியூச்சுவல் ஃபண்ட் வழங்குகிறது aசரகம் பங்கு, கடன் மற்றும்திரவ நிதிகள் ரிஸ்க், ரிட்டர்ன் மற்றும்நீர்மை நிறை முதலீட்டாளர்களின் விருப்பத்தேர்வுகள். ஃபண்ட் ஹவுஸ் ஒரு வலுவான ஆராய்ச்சிக் குழுவைக் கொண்டுள்ளது, இது நடுப்பகுதியில் 'நாளைய வெற்றியாளர்களை' அடையாளம் காண்பதில் சாதனை படைத்துள்ளது.சிறிய தொப்பி பிரிவு. மற்றும், நிலையானதுவருமானம் நிதி, குழு முக்கியத்துவம் போர்ட்ஃபோலியோவின் கடன் தரத்தில் உள்ளது.

சுந்தரம்பரஸ்பர நிதி எப்போதும் புதுமையானது மற்றும் கேபெக்ஸ் போன்ற புதிய தீம்களில் நிதியை முதலில் அறிமுகப்படுத்தியது,நடுத்தர தொப்பி, லீடர்ஷிப், ரூரல் இந்தியா மற்றும் மைக்ரோ கேப் தொடர் நிதி. முதலீட்டாளர்கள் தங்கள் திட்டங்களைத் திட்டமிடலாம்நிதி இலக்குகள் மற்றும் சுந்தரம் வழங்கும் திட்டங்களில் முதலீடு செய்யுங்கள்.ஈக்விட்டி நிதிகள் நீண்ட கால முதலீட்டு இலக்குகளை தேர்வு செய்யலாம், அதேசமயம்கடன் நிதி குறுகிய காலத்திற்கு ஏற்றதுவருவாய்.

கீழே பட்டியலிடப்பட்டுள்ள முதல் 10 சிறந்த சுந்தரம் மியூச்சுவல் ஃபண்ட் திட்டங்களில் இருந்து ஒரு நிதியை நீங்கள் தேர்வு செய்யலாம். இந்த சிறந்த செயல்திறன் கொண்ட திட்டங்கள் AUM போன்ற முக்கியமான அளவுருக்களை மேற்கொள்வதன் மூலம் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.

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சுந்தரம் மியூச்சுவல் ஃபண்டில் ஏன் முதலீடு செய்ய வேண்டும்?

ஃபண்ட் ஹவுஸ் ஈக்விட்டி, டெட் மற்றும் லிக்விட் ஃபண்ட்ஸ் வகைகளில் பரந்த அளவிலான திட்டங்களை வழங்குகிறது. ஒவ்வொரு திட்டத்தின் ரிஸ்க்-ரிட்டர்ன் உறவைக் கருத்தில் கொண்டு முதலீட்டாளர்கள் தங்கள் வசதியின் அடிப்படையில் திட்டங்களைத் தேர்வு செய்யலாம்.
இந்த மியூச்சுவல் ஃபண்ட் நிறுவனம் புதுமையான தயாரிப்புகளை அறிமுகப்படுத்துவதாக அறியப்படுகிறது. ரூரல் இந்தியா, லீடர்ஷிப், மைக்ரோ கேப் சீரிஸ் ஃபண்ட்ஸ் மற்றும் பல போன்ற புதிய தீம்களில் திட்டங்களை அறிமுகப்படுத்திய முதல் ஃபண்ட் ஹவுஸ் இதுவாகும்.
போர்ட்ஃபோலியோ மேனேஜ்மென்ட் சர்வீசஸில் (PMS) நிபுணத்துவம் பெற்ற ஒரு பிரிவை நிறுவனம் கொண்டுள்ளதுநிகர மதிப்பு தனிநபர்கள்.
அனைத்து வணிக நடவடிக்கைகளிலும் மிக உயர்ந்த நெறிமுறை நடைமுறைகளை அடைய முயற்சிக்கிறது, இதன் மூலம் பங்குதாரரின் மதிப்பை அதிகரிக்கிறது.

சிறந்த சுந்தரம் மியூச்சுவல் ஃபண்ட் திட்டங்கள்

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	₹99.9041 ↓ -0.72	₹1,643	5,000	100	0.6	4.1	2.5	16.3	17.1	12.5	20.1
Sundaram Mid Cap Fund Growth	₹1,445.44 ↓ -0.61	₹13,236	5,000	100	5.1	7.7	6.8	24.5	24.1	23.8	32
Sundaram Debt Oriented Hybrid Fund Growth	₹29.8888 ↓ -0.02	₹21	5,000	250	2.1	0.4	4.1	7.1	8	7.2	8
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 Financial Services Opportunities Fund Growth	₹110.174 ↑ 0.12	₹1,601	100,000	100	11.6	6.4	14	18.2	18.4	14.7	7.1
Sundaram Corporate Bond Fund Growth	₹41.2774 ↓ 0.00	₹771	5,000	250	2	2.5	8.2	7.5	5.8	7	8
Sundaram Banking & PSU Debt Fund Growth	₹44.2461 ↓ 0.00	₹404	100,000	250	2	2.6	8.2	7.6	5.7	7.4	8
Sundaram Diversified Equity Fund Growth	₹227.723 ↑ 0.15	₹1,481	500	250	3	5.5	6	13	16.7	15.8	12
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 Large and Mid Cap Fund Growth	₹88.8032 ↓ -0.04	₹6,998	5,000	100	5.3	7.5	4.3	16.4	18.9	12.4	21.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

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 Financial Services Opportunities Fund	Sundaram Corporate Bond Fund	Sundaram Banking & PSU Debt Fund	Sundaram Diversified Equity Fund	Sundaram Short Term Credit Risk Fund	Sundaram Large and Mid Cap Fund
Point 1	Upper mid AUM (₹1,643 Cr).	Highest AUM (₹13,236 Cr).	Bottom quartile AUM (₹21 Cr).	Lower mid AUM (₹1,354 Cr).	Upper mid AUM (₹1,601 Cr).	Lower mid AUM (₹771 Cr).	Bottom quartile AUM (₹404 Cr).	Upper mid AUM (₹1,481 Cr).	Bottom quartile AUM (₹116 Cr).	Top quartile AUM (₹6,998 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Established history (15+ yrs).	Established history (23+ yrs).	Established history (17+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Oldest track record among peers (26 yrs).	Established history (23+ yrs).	Established history (18+ 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: High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately High.
Point 5	5Y return: 17.14% (upper mid).	5Y return: 24.13% (top quartile).	5Y return: 7.95% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 18.41% (upper mid).	1Y return: 8.22% (upper mid).	1Y return: 8.18% (upper mid).	5Y return: 16.67% (lower mid).	1Y return: 5.25% (lower mid).	5Y return: 18.89% (top quartile).
Point 6	3Y return: 16.35% (upper mid).	3Y return: 24.46% (top quartile).	3Y return: 7.05% (bottom quartile).	3Y return: 17.03% (upper mid).	3Y return: 18.20% (top quartile).	1M return: 0.55% (upper mid).	1M return: 0.57% (upper mid).	3Y return: 13.04% (lower mid).	1M return: 0.24% (bottom quartile).	3Y return: 16.38% (upper mid).
Point 7	1Y return: 2.49% (bottom quartile).	1Y return: 6.84% (upper mid).	1Y return: 4.07% (bottom quartile).	1Y return: 24.49% (top quartile).	1Y return: 14.02% (top quartile).	Sharpe: 1.04 (upper mid).	Sharpe: 1.09 (upper mid).	1Y return: 6.05% (lower mid).	Sharpe: 1.15 (top quartile).	1Y return: 4.28% (bottom quartile).
Point 8	Alpha: -3.88 (bottom quartile).	Alpha: -0.05 (upper mid).	1M return: 0.49% (lower mid).	Alpha: -5.62 (bottom quartile).	Alpha: -6.70 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -0.02 (upper mid).	Information ratio: 0.00 (upper mid).	Alpha: -2.01 (lower mid).
Point 9	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.08 (lower mid).	Alpha: -3.63 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: 0.19 (upper mid).	Yield to maturity (debt): 6.84% (top quartile).	Yield to maturity (debt): 6.74% (top quartile).	Sharpe: 0.02 (lower mid).	Yield to maturity (debt): 3.60% (upper mid).	Sharpe: -0.04 (bottom quartile).
Point 10	Information ratio: -0.18 (lower mid).	Information ratio: 0.16 (top quartile).	Sharpe: -0.61 (bottom quartile).	Information ratio: -0.52 (lower mid).	Information ratio: 0.59 (top quartile).	Modified duration: 3.65 yrs (bottom quartile).	Modified duration: 3.41 yrs (bottom quartile).	Information ratio: -1.01 (bottom quartile).	Modified duration: 0.94 yrs (lower mid).	Information ratio: -0.77 (bottom quartile).

Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,643 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.14% (upper mid).
3Y return: 16.35% (upper mid).
1Y return: 2.49% (bottom quartile).
Alpha: -3.88 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.18 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹13,236 Cr).
Established history (23+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 24.13% (top quartile).
3Y return: 24.46% (top quartile).
1Y return: 6.84% (upper mid).
Alpha: -0.05 (upper mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (top quartile).

Sundaram Debt Oriented Hybrid Fund

Bottom quartile AUM (₹21 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.95% (lower mid).
3Y return: 7.05% (bottom quartile).
1Y return: 4.07% (bottom quartile).
1M return: 0.49% (lower mid).
Alpha: -3.63 (lower mid).
Sharpe: -0.61 (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% (upper mid).
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 Financial Services Opportunities Fund

Upper mid AUM (₹1,601 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.41% (upper mid).
3Y return: 18.20% (top quartile).
1Y return: 14.02% (top quartile).
Alpha: -6.70 (bottom quartile).
Sharpe: 0.19 (upper mid).
Information ratio: 0.59 (top quartile).

Sundaram Corporate Bond Fund

Lower mid AUM (₹771 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.22% (upper mid).
1M return: 0.55% (upper mid).
Sharpe: 1.04 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.84% (top quartile).
Modified duration: 3.65 yrs (bottom quartile).

Sundaram Banking & PSU Debt Fund

Bottom quartile AUM (₹404 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.18% (upper mid).
1M return: 0.57% (upper mid).
Sharpe: 1.09 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.74% (top quartile).
Modified duration: 3.41 yrs (bottom quartile).

Sundaram Diversified Equity Fund

Upper mid AUM (₹1,481 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.67% (lower mid).
3Y return: 13.04% (lower mid).
1Y return: 6.05% (lower mid).
Alpha: -0.02 (upper mid).
Sharpe: 0.02 (lower mid).
Information ratio: -1.01 (bottom quartile).

Sundaram Short Term Credit Risk Fund

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

Sundaram Large and Mid Cap Fund

Top quartile AUM (₹6,998 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.89% (top quartile).
3Y return: 16.38% (upper mid).
1Y return: 4.28% (bottom quartile).
Alpha: -2.01 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.77 (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 (₹1,643 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.14% (upper mid).
3Y return: 16.35% (upper mid).
1Y return: 2.49% (bottom quartile).
Alpha: -3.88 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.18 (lower mid).

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (27 Nov 25)	₹99.9041 ↓ -0.72 (-0.72 %)
Net Assets (Cr)	₹1,643 on 31 Oct 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.04
Information Ratio	-0.18
Alpha Ratio	-3.88
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

Sundaram Rural and Consumption 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 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 27 Nov 25

Duration	Returns
1 Month	-2.1%
3 Month	0.6%
6 Month	4.1%
1 Year	2.5%
3 Year	16.3%
5 Year	17.1%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Rural and Consumption Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹13,236 Cr).
Established history (23+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 24.13% (top quartile).
3Y return: 24.46% (top quartile).
1Y return: 6.84% (upper mid).
Alpha: -0.05 (upper mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (top quartile).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (27 Nov 25)	₹1,445.44 ↓ -0.61 (-0.04 %)
Net Assets (Cr)	₹13,236 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.08
Information Ratio	0.16
Alpha Ratio	-0.05
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

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 27 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	5.1%
6 Month	7.7%
1 Year	6.8%
3 Year	24.5%
5 Year	24.1%
10 Year
15 Year
Since launch	23.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹21 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.95% (lower mid).
3Y return: 7.05% (bottom quartile).
1Y return: 4.07% (bottom quartile).
1M return: 0.49% (lower mid).
Alpha: -3.63 (lower mid).
Sharpe: -0.61 (bottom quartile).
Information ratio: -1.91 (bottom quartile).

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund Growth
Launch Date	8 Mar 10
NAV (27 Nov 25)	₹29.8888 ↓ -0.02 (-0.06 %)
Net Assets (Cr)	₹21 on 31 Oct 25
Category	Hybrid - Hybrid Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	-0.61
Information Ratio	-1.91
Alpha Ratio	-3.63
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

Sundaram Debt Oriented Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 27 Nov 25

Duration	Returns
1 Month	0.5%
3 Month	2.1%
6 Month	0.4%
1 Year	4.1%
3 Year	7.1%
5 Year	8%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. Sundaram Select Focus Fund

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% (upper mid).
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

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 27 Nov 25

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 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.

Research Highlights for Sundaram Financial Services Opportunities Fund

Upper mid AUM (₹1,601 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.41% (upper mid).
3Y return: 18.20% (top quartile).
1Y return: 14.02% (top quartile).
Alpha: -6.70 (bottom quartile).
Sharpe: 0.19 (upper mid).
Information ratio: 0.59 (top quartile).

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Growth
Launch Date	10 Jun 08
NAV (27 Nov 25)	₹110.174 ↑ 0.12 (0.11 %)
Net Assets (Cr)	₹1,601 on 31 Oct 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.12
Sharpe Ratio	0.19
Information Ratio	0.59
Alpha Ratio	-6.7
Min Investment	100,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 27 Nov 25

Duration	Returns
1 Month	2.7%
3 Month	11.6%
6 Month	6.4%
1 Year	14%
3 Year	18.2%
5 Year	18.4%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. 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 (₹771 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.22% (upper mid).
1M return: 0.55% (upper mid).
Sharpe: 1.04 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.84% (top quartile).
Modified duration: 3.65 yrs (bottom quartile).
Average maturity: 4.91 yrs (bottom quartile).
Exit load: NIL.

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund Growth
Launch Date	30 Dec 04
NAV (27 Nov 25)	₹41.2774 ↓ 0.00 (-0.01 %)
Net Assets (Cr)	₹771 on 31 Oct 25
Category	Debt - Corporate Bond
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.54
Sharpe Ratio	1.04
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.84%
Effective Maturity	4 Years 10 Months 28 Days
Modified Duration	3 Years 7 Months 24 Days
Sub Cat.	Corporate Bond

Growth of 10,000 investment over the years.

Date	Value

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 27 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	2%
6 Month	2.5%
1 Year	8.2%
3 Year	7.5%
5 Year	5.8%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Corporate Bond Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. 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 (₹404 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 8.18% (upper mid).
1M return: 0.57% (upper mid).
Sharpe: 1.09 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.74% (top quartile).
Modified duration: 3.41 yrs (bottom quartile).
Average maturity: 4.81 yrs (bottom quartile).
Exit load: NIL.

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

Sundaram Banking & PSU Debt Fund Growth
Launch Date	30 Dec 04
NAV (27 Nov 25)	₹44.2461 ↓ 0.00 (-0.01 %)
Net Assets (Cr)	₹404 on 31 Oct 25
Category	Debt - Banking & PSU Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.41
Sharpe Ratio	1.09
Information Ratio	0
Alpha Ratio	0
Min Investment	100,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.74%
Effective Maturity	4 Years 9 Months 22 Days
Modified Duration	3 Years 4 Months 28 Days
Sub Cat.	Banking & PSU Debt

Growth of 10,000 investment over the years.

Date	Value

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 27 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	2%
6 Month	2.6%
1 Year	8.2%
3 Year	7.6%
5 Year	5.7%
10 Year
15 Year
Since launch	7.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Banking & PSU Debt Fund as on 31 Oct 25

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. 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.

Research Highlights for Sundaram Diversified Equity Fund

Upper mid AUM (₹1,481 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.67% (lower mid).
3Y return: 13.04% (lower mid).
1Y return: 6.05% (lower mid).
Alpha: -0.02 (upper mid).
Sharpe: 0.02 (lower mid).
Information ratio: -1.01 (bottom quartile).

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund Growth
Launch Date	22 Nov 99
NAV (27 Nov 25)	₹227.723 ↑ 0.15 (0.06 %)
Net Assets (Cr)	₹1,481 on 31 Oct 25
Category	Equity - ELSS
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	0.02
Information Ratio	-1.01
Alpha Ratio	-0.02
Min Investment	500
Min SIP Investment	250
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value

Sundaram Diversified Equity 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 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 27 Nov 25

Duration	Returns
1 Month	1.1%
3 Month	3%
6 Month	5.5%
1 Year	6%
3 Year	13%
5 Year	16.7%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Diversified Equity Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. 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★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 5.25% (lower mid).
1M return: 0.24% (bottom quartile).
Sharpe: 1.15 (top quartile).
Information ratio: 0.00 (upper mid).
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 27 Nov 25

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

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 (₹6,998 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.89% (top quartile).
3Y return: 16.38% (upper mid).
1Y return: 4.28% (bottom quartile).
Alpha: -2.01 (lower mid).
Sharpe: -0.04 (bottom quartile).
Information ratio: -0.77 (bottom quartile).

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 (27 Nov 25)	₹88.8032 ↓ -0.04 (-0.05 %)
Net Assets (Cr)	₹6,998 on 31 Oct 25
Category	Equity - Large & Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.04
Information Ratio	-0.77
Alpha Ratio	-2.01
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

Sundaram Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 27 Nov 25

Duration	Returns
1 Month	0.3%
3 Month	5.3%
6 Month	7.5%
1 Year	4.3%
3 Year	16.4%
5 Year	18.9%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure

Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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