2022 కోసం 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు

Updated on February 16, 2026 , 6766 views

సుందరం మ్యూచువల్ ఫండ్ అందిస్తుంది aపరిధి ఈక్విటీ, డెట్ మరియులిక్విడ్ ఫండ్స్ రిస్క్, రిటర్న్ మరియు శ్రేణిని అందించే ఖాళీలుద్రవ్యత పెట్టుబడిదారుల ప్రాధాన్యతలు. ఫండ్ హౌస్‌లో బలమైన పరిశోధనా బృందం ఉంది, ఇది మధ్యలో 'రేపటి విజేతలను' గుర్తించడంలో ట్రాక్ రికార్డ్‌ను ఉంచుతుంది మరియుచిన్న టోపీ సెగ్మెంట్. మరియు, స్థిరమైన వాటి కోసంఆదాయం ఫండ్స్, పోర్ట్‌ఫోలియో యొక్క క్రెడిట్ నాణ్యతపై బృందం ప్రాధాన్యతనిస్తుంది.

సుందరంమ్యూచువల్ ఫండ్ ఎల్లప్పుడూ వినూత్నమైనది మరియు కాపెక్స్ వంటి కొత్త థీమ్‌లలో నిధులను ప్రారంభించిన మొదటి వ్యక్తి,మిడ్ క్యాప్, లీడర్‌షిప్, రూరల్ ఇండియా మరియు మైక్రో క్యాప్ సిరీస్ ఫండ్స్. పెట్టుబడిదారులు తమ ప్లాన్ చేసుకోవచ్చుఆర్థిక లక్ష్యాలు మరియు సుందరం అందించే పథకాలలో పెట్టుబడి పెట్టండి.ఈక్విటీ ఫండ్స్ దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలను ఎంచుకోవచ్చు, అయితేరుణ నిధి స్వల్పకాలానికి అనువైనవిసంపాదన.

దిగువ జాబితా చేయబడిన టాప్ 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాల నుండి మీరు ఫండ్‌ను ఎంచుకోవచ్చు. ఈ అత్యుత్తమ పనితీరు గల పథకాలు AUM వంటి ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

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సుందరం మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

ఫండ్ హౌస్ ఈక్విటీ, డెట్ మరియు లిక్విడ్ ఫండ్స్ విభాగంలో అనేక రకాల పథకాలను అందిస్తుంది. ప్రతి పథకం యొక్క రిస్క్-రిటర్న్ సంబంధాన్ని పరిగణనలోకి తీసుకున్న తర్వాత పెట్టుబడిదారులు వారి సౌలభ్యం ఆధారంగా పథకాలను ఎంచుకోవచ్చు.
ఈ మ్యూచువల్ ఫండ్ కంపెనీ వినూత్నమైన ఉత్పత్తులను విడుదల చేయడం తెలిసిందే. రూరల్ ఇండియా, లీడర్‌షిప్, మైక్రో క్యాప్ సిరీస్ ఆఫ్ ఫండ్‌లు మరియు అనేక కొత్త థీమ్‌లలో పథకాలను ప్రారంభించిన మొదటి ఫండ్ హౌస్ ఇది.
కంపెనీ పోర్ట్‌ఫోలియో మేనేజ్‌మెంట్ సర్వీసెస్ (PMS)లో ప్రత్యేకత కలిగిన ఒక విభాగాన్ని కలిగి ఉందినికర విలువ వ్యక్తులు.
ఇది అన్ని వ్యాపార లావాదేవీలలో అత్యున్నత స్థాయి నైతిక అభ్యాసాలను సాధించడానికి ప్రయత్నిస్తుంది, తద్వారా వాటాదారుల విలువను పెంచుతుంది.

ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు

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	₹93.9159 ↑ 0.33	₹1,584	5,000	100	-6.5	-4.8	5.2	15.5	13.4	12	-0.1
Sundaram Mid Cap Fund Growth	₹1,445.54 ↑ 6.50	₹13,293	5,000	100	0.4	4.4	22.9	25.5	20.1	23.5	4.1
Sundaram Debt Oriented Hybrid Fund Growth	₹29.7817 ↓ -0.01	₹20	5,000	250	-0.1	1.5	4.3	6.9	7.1	7.1	4.3
Sundaram Financial Services Opportunities Fund Growth	₹112.988 ↑ 0.54	₹1,661	100,000	100	3.6	11.7	25.4	20.6	14.8	14.7	16.9
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	5,000	100	-5	8.5	24.5	17	17.3	18.4
Sundaram Small Cap Fund Growth	₹259.069 ↓ -0.24	₹3,401	5,000	100	-2.3	2	20.8	20.5	20.2	16.8	0.4
Sundaram Large and Mid Cap Fund Growth	₹88.6142 ↑ 0.26	₹6,987	5,000	100	0.4	4.4	17.4	17.7	14.8	12.2	3.6
Sundaram Diversified Equity Fund Growth	₹226.913 ↑ 0.52	₹1,477	500	250	0.3	2.3	13.3	13.9	12.8	15.6	7.1
Sundaram Banking & PSU Debt Fund Growth	₹44.5314 ↑ 0.00	₹377	100,000	250	0.9	2.6	7.2	7.4	5.7	7.3	7.6
Sundaram Corporate Bond Fund Growth	₹41.4781 ↓ 0.00	₹768	5,000	250	0.7	2.4	7.1	7.1	6	7	7.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Sundaram Rural and Consumption Fund	Sundaram Mid Cap Fund	Sundaram Debt Oriented Hybrid Fund	Sundaram Financial Services Opportunities Fund	Sundaram Select Focus Fund	Sundaram Small Cap Fund	Sundaram Large and Mid Cap Fund	Sundaram Diversified Equity Fund	Sundaram Banking & PSU Debt Fund	Sundaram Corporate Bond Fund
Point 1	Upper mid AUM (₹1,584 Cr).	Highest AUM (₹13,293 Cr).	Bottom quartile AUM (₹20 Cr).	Upper mid AUM (₹1,661 Cr).	Lower mid AUM (₹1,354 Cr).	Upper mid AUM (₹3,401 Cr).	Top quartile AUM (₹6,987 Cr).	Lower mid AUM (₹1,477 Cr).	Bottom quartile AUM (₹377 Cr).	Bottom quartile AUM (₹768 Cr).
Point 2	Established history (19+ yrs).	Established history (23+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Oldest track record among peers (26 yrs).	Established history (21+ yrs).	Established history (21+ yrs).
Point 3	Top rated.	Rating: 4★ (top quartile).	Rating: 4★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately Low.	Risk profile: Moderately Low.
Point 5	5Y return: 13.43% (lower mid).	5Y return: 20.06% (top quartile).	5Y return: 7.07% (bottom quartile).	5Y return: 14.76% (upper mid).	5Y return: 17.29% (upper mid).	5Y return: 20.17% (top quartile).	5Y return: 14.79% (upper mid).	5Y return: 12.82% (lower mid).	1Y return: 7.18% (lower mid).	1Y return: 7.06% (bottom quartile).
Point 6	3Y return: 15.51% (lower mid).	3Y return: 25.51% (top quartile).	3Y return: 6.91% (bottom quartile).	3Y return: 20.61% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 20.53% (upper mid).	3Y return: 17.66% (upper mid).	3Y return: 13.95% (lower mid).	1M return: 0.75% (upper mid).	1M return: 0.65% (lower mid).
Point 7	1Y return: 5.17% (bottom quartile).	1Y return: 22.89% (upper mid).	1Y return: 4.31% (bottom quartile).	1Y return: 25.37% (top quartile).	1Y return: 24.49% (top quartile).	1Y return: 20.77% (upper mid).	1Y return: 17.43% (upper mid).	1Y return: 13.32% (lower mid).	Sharpe: 0.91 (top quartile).	Sharpe: 0.83 (upper mid).
Point 8	Alpha: -8.82 (bottom quartile).	Alpha: -1.77 (upper mid).	1M return: -0.01% (bottom quartile).	Alpha: -2.54 (lower mid).	Alpha: -5.62 (bottom quartile).	Alpha: 3.98 (top quartile).	Alpha: -4.36 (bottom quartile).	Alpha: -0.41 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).
Point 9	Sharpe: -0.38 (bottom quartile).	Sharpe: -0.01 (lower mid).	Alpha: -3.02 (lower mid).	Sharpe: 0.73 (upper mid).	Sharpe: 1.85 (top quartile).	Sharpe: -0.16 (bottom quartile).	Sharpe: -0.07 (lower mid).	Sharpe: 0.14 (upper mid).	Yield to maturity (debt): 6.85% (top quartile).	Yield to maturity (debt): 6.90% (top quartile).
Point 10	Information ratio: -0.52 (lower mid).	Information ratio: 0.13 (top quartile).	Sharpe: -0.40 (bottom quartile).	Information ratio: 0.60 (top quartile).	Information ratio: -0.52 (lower mid).	Information ratio: -0.20 (upper mid).	Information ratio: -0.78 (bottom quartile).	Information ratio: -0.78 (bottom quartile).	Modified duration: 2.95 yrs (bottom quartile).	Modified duration: 3.25 yrs (bottom quartile).

Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,584 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.43% (lower mid).
3Y return: 15.51% (lower mid).
1Y return: 5.17% (bottom quartile).
Alpha: -8.82 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.52 (lower mid).

Sundaram Mid Cap Fund

Highest AUM (₹13,293 Cr).
Established history (23+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 20.06% (top quartile).
3Y return: 25.51% (top quartile).
1Y return: 22.89% (upper mid).
Alpha: -1.77 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (top quartile).

Sundaram Debt Oriented Hybrid Fund

Bottom quartile AUM (₹20 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.07% (bottom quartile).
3Y return: 6.91% (bottom quartile).
1Y return: 4.31% (bottom quartile).
1M return: -0.01% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.40 (bottom quartile).

Sundaram Financial Services Opportunities Fund

Upper mid AUM (₹1,661 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.76% (upper mid).
3Y return: 20.61% (top quartile).
1Y return: 25.37% (top quartile).
Alpha: -2.54 (lower mid).
Sharpe: 0.73 (upper mid).
Information ratio: 0.60 (top 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 Small Cap Fund

Upper mid AUM (₹3,401 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.17% (top quartile).
3Y return: 20.53% (upper mid).
1Y return: 20.77% (upper mid).
Alpha: 3.98 (top quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: -0.20 (upper mid).

Sundaram Large and Mid Cap Fund

Top quartile AUM (₹6,987 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.79% (upper mid).
3Y return: 17.66% (upper mid).
1Y return: 17.43% (upper mid).
Alpha: -4.36 (bottom quartile).
Sharpe: -0.07 (lower mid).
Information ratio: -0.78 (bottom quartile).

Sundaram Diversified Equity Fund

Lower mid AUM (₹1,477 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.82% (lower mid).
3Y return: 13.95% (lower mid).
1Y return: 13.32% (lower mid).
Alpha: -0.41 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: -0.78 (bottom quartile).

Sundaram Banking & PSU Debt Fund

Bottom quartile AUM (₹377 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.18% (lower mid).
1M return: 0.75% (upper mid).
Sharpe: 0.91 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.85% (top quartile).
Modified duration: 2.95 yrs (bottom quartile).

Sundaram Corporate Bond Fund

Bottom quartile AUM (₹768 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.06% (bottom quartile).
1M return: 0.65% (lower mid).
Sharpe: 0.83 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.90% (top quartile).
Modified duration: 3.25 yrs (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 (₹1,584 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.43% (lower mid).
3Y return: 15.51% (lower mid).
1Y return: 5.17% (bottom quartile).
Alpha: -8.82 (bottom quartile).
Sharpe: -0.38 (bottom quartile).
Information ratio: -0.52 (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 (18 Feb 26)	₹93.9159 ↑ 0.33 (0.36 %)
Net Assets (Cr)	₹1,584 on 31 Dec 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.38
Information Ratio	-0.52
Alpha Ratio	-8.82
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 Jan 21	₹10,000
31 Jan 22	₹12,196
31 Jan 23	₹12,972
31 Jan 24	₹17,187
31 Jan 25	₹20,115
31 Jan 26	₹19,387

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 18 Feb 26

Duration	Returns
1 Month	-0.4%
3 Month	-6.5%
6 Month	-4.8%
1 Year	5.2%
3 Year	15.5%
5 Year	13.4%
10 Year
15 Year
Since launch	12%

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
Ratish Varier	1 Jan 22	4.09 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	46.7%
Consumer Defensive	28.31%
Communication Services	11.77%
Health Care	4.09%
Financial Services	3.21%
Real Estate	1.8%
Basic Materials	1.6%
Industrials	1.08%

Asset Allocation

Asset Class	Value
Cash	1.31%
Equity	98.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 22 \| BHARTIARTL	10%	₹145 Cr	735,559 ↓ -75,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	9%	₹138 Cr	402,064 ↓ -20,992
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	7%	₹106 Cr	446,824
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	7%	₹103 Cr	3,185,016 ↑ 100,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	6%	₹85 Cr	212,692
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	5%	₹79 Cr	2,892,836
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	4%	₹62 Cr	42,610
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jul 22 \| APOLLOHOSP	4%	₹60 Cr	85,724 ↑ 2,156
Nestle India Ltd (Consumer Defensive) Equity, Since 30 Jun 16 \| NESTLEIND	4%	₹59 Cr	443,054
Britannia Industries Ltd (Consumer Defensive) Equity, Since 28 Feb 22 \| BRITANNIA	3%	₹48 Cr	81,921

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 (₹13,293 Cr).
Established history (23+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 20.06% (top quartile).
3Y return: 25.51% (top quartile).
1Y return: 22.89% (upper mid).
Alpha: -1.77 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (top quartile).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (18 Feb 26)	₹1,445.54 ↑ 6.50 (0.45 %)
Net Assets (Cr)	₹13,293 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.01
Information Ratio	0.13
Alpha Ratio	-1.77
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 Jan 21	₹10,000
31 Jan 22	₹13,529
31 Jan 23	₹13,961
31 Jan 24	₹20,735
31 Jan 25	₹24,515
31 Jan 26	₹26,871

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 18 Feb 26

Duration	Returns
1 Month	2.9%
3 Month	0.4%
6 Month	4.4%
1 Year	22.9%
3 Year	25.5%
5 Year	20.1%
10 Year
15 Year
Since launch	23.5%

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	4.94 Yr.
Ratish Varier	24 Feb 21	4.94 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Consumer Cyclical	15.22%
Industrials	15.04%
Health Care	9.97%
Basic Materials	9.96%
Technology	6.31%
Consumer Defensive	6.15%
Real Estate	3.7%
Utility	2.69%
Communication Services	2.55%
Energy	2.07%

Asset Allocation

Asset Class	Value
Cash	3.76%
Equity	96.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹460 Cr	1,119,311 ↓ -37,710
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹432 Cr	11,511,504 ↓ -32,528
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹385 Cr	1,191,355 ↑ 32,779
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹366 Cr	1,601,739 ↓ -128,283
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹317 Cr	37,978,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹305 Cr	10,582,426 ↓ -1,283,544
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹269 Cr	2,380,218
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹267 Cr	6,264,200 ↑ 119,818
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹264 Cr	945,165
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹261 Cr	2,859,289 ↓ -150,834

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 (₹20 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 7.07% (bottom quartile).
3Y return: 6.91% (bottom quartile).
1Y return: 4.31% (bottom quartile).
1M return: -0.01% (bottom quartile).
Alpha: -3.02 (lower mid).
Sharpe: -0.40 (bottom quartile).
Information ratio: -1.63 (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 (18 Feb 26)	₹29.7817 ↓ -0.01 (-0.02 %)
Net Assets (Cr)	₹20 on 31 Dec 25
Category	Hybrid - Hybrid Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	-0.4
Information Ratio	-1.63
Alpha Ratio	-3.02
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 Jan 21	₹10,000
31 Jan 22	₹11,435
31 Jan 23	₹11,732
31 Jan 24	₹12,960
31 Jan 25	₹13,857
31 Jan 26	₹14,409

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 18 Feb 26

Duration	Returns
1 Month	0%
3 Month	-0.1%
6 Month	1.5%
1 Year	4.3%
3 Year	6.9%
5 Year	7.1%
10 Year
15 Year
Since launch	7.1%

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	13.68 Yr.
S. Bharath	16 May 22	3.72 Yr.
Sandeep Agarwal	30 Sep 12	13.35 Yr.

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

Asset Allocation

Asset Class	Value
Cash	53.9%
Equity	20.71%
Debt	24.94%
Other	0.45%

Equity Sector Allocation

Sector	Value
Financial Services	7.13%
Technology	3.28%
Energy	2.67%
Communication Services	2.39%
Consumer Cyclical	1.71%
Basic Materials	1.32%
Industrials	1.08%
Health Care	0.72%
Consumer Defensive	0.41%

Debt Sector Allocation

Sector	Value
Cash Equivalent	53.9%
Government	24.94%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.24% Gs 2055 Sovereign Bonds \| -	25%	₹5 Cr	500,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| HDFCBANK	3%	₹1 Cr	5,700 ↓ -950
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 ↓ -300
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	2%	₹0 Cr	2,200 ↓ -300
Infosys Ltd (Technology) Equity, Since 29 Feb 20 \| INFY	1%	₹0 Cr	1,707
State Bank of India (Financial Services) Equity, Since 30 Jun 21 \| SBIN	1%	₹0 Cr	2,600
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 \| AXISBANK	1%	₹0 Cr	1,200
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Dec 20 \| ULTRACEMCO	1%	₹0 Cr	125

4. 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 (₹1,661 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 14.76% (upper mid).
3Y return: 20.61% (top quartile).
1Y return: 25.37% (top quartile).
Alpha: -2.54 (lower mid).
Sharpe: 0.73 (upper mid).
Information ratio: 0.60 (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 (18 Feb 26)	₹112.988 ↑ 0.54 (0.48 %)
Net Assets (Cr)	₹1,661 on 31 Dec 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.12
Sharpe Ratio	0.73
Information Ratio	0.6
Alpha Ratio	-2.54
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
31 Jan 21	₹10,000
31 Jan 22	₹12,383
31 Jan 23	₹13,241
31 Jan 24	₹18,148
31 Jan 25	₹19,256
31 Jan 26	₹22,940

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 18 Feb 26

Duration	Returns
1 Month	1.1%
3 Month	3.6%
6 Month	11.7%
1 Year	25.4%
3 Year	20.6%
5 Year	14.8%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	16.9%
2023	7.1%
2022	31.1%
2021	16.8%
2020	15.3%
2019	2.7%
2018	26.4%
2017	-3.7%
2016	33.3%
2015	12.8%

Fund Manager information for Sundaram Financial Services Opportunities Fund

Name	Since	Tenure
Rohit Seksaria	30 Dec 17	8.1 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	94.32%
Technology	1.54%

Asset Allocation

Asset Class	Value
Cash	4.06%
Equity	95.86%
Debt	0.08%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 08 \| HDFCBANK	17%	₹289 Cr	3,114,256
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	11%	₹192 Cr	1,416,021
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| AXISBANK	10%	₹167 Cr	1,217,541 ↓ -54,991
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	6%	₹108 Cr	1,003,469
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	5%	₹81 Cr	4,033,626 ↓ -210,006
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	5%	₹78 Cr	768,924
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| BAJAJFINSV	5%	₹78 Cr	397,562
Bank of Baroda (Financial Services) Equity, Since 29 Feb 24 \| BANKBARODA	4%	₹66 Cr	2,208,626
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹55 Cr	665,351
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 30 Jun 20 \| CSBBANK	3%	₹53 Cr	1,199,385 ↓ -406,841

5. 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
31 Jan 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 18 Feb 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

6. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Research Highlights for Sundaram Small Cap Fund

Upper mid AUM (₹3,401 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.17% (top quartile).
3Y return: 20.53% (upper mid).
1Y return: 20.77% (upper mid).
Alpha: 3.98 (top quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: -0.20 (upper mid).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (18 Feb 26)	₹259.069 ↓ -0.24 (-0.09 %)
Net Assets (Cr)	₹3,401 on 31 Dec 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.16
Information Ratio	-0.2
Alpha Ratio	3.98
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 Jan 21	₹10,000
31 Jan 22	₹15,992
31 Jan 23	₹15,834
31 Jan 24	₹23,726
31 Jan 25	₹25,636
31 Jan 26	₹26,720

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 18 Feb 26

Duration	Returns
1 Month	0.7%
3 Month	-2.3%
6 Month	2%
1 Year	20.8%
3 Year	20.5%
5 Year	20.2%
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	3.25 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.15%
Financial Services	20.16%
Industrials	18.8%
Health Care	10.95%
Basic Materials	9.04%
Communication Services	4.99%
Technology	4.36%
Consumer Defensive	2.51%
Real Estate	2.14%
Utility	1.15%

Asset Allocation

Asset Class	Value
Cash	4.38%
Equity	95.56%
Debt	0.06%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	4%	₹126 Cr	430,300
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹97 Cr	132,088 ↓ -8,733
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹96 Cr	577,256
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹93 Cr	1,681,362
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹91 Cr	987,211 ↑ 53,583
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	3%	₹89 Cr	4,443,809 ↓ -159,721
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹88 Cr	569,587
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	3%	₹88 Cr	1,434,521
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹88 Cr	431,921
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	2%	₹82 Cr	992,680 ↑ 39,072

7. 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 (₹6,987 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.79% (upper mid).
3Y return: 17.66% (upper mid).
1Y return: 17.43% (upper mid).
Alpha: -4.36 (bottom quartile).
Sharpe: -0.07 (lower mid).
Information ratio: -0.78 (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 (18 Feb 26)	₹88.6142 ↑ 0.26 (0.30 %)
Net Assets (Cr)	₹6,987 on 31 Dec 25
Category	Equity - Large & Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.81
Sharpe Ratio	-0.07
Information Ratio	-0.78
Alpha Ratio	-4.36
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹14,019
31 Jan 23	₹13,702
31 Jan 24	₹17,924
31 Jan 25	₹20,263
31 Jan 26	₹21,682

Sundaram Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 18 Feb 26

Duration	Returns
1 Month	2.2%
3 Month	0.4%
6 Month	4.4%
1 Year	17.4%
3 Year	17.7%
5 Year	14.8%
10 Year
15 Year
Since launch	12.2%

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
S. Bharath	1 Jul 24	1.59 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.84%
Consumer Cyclical	13.76%
Industrials	9.96%
Health Care	9.5%
Basic Materials	8.01%
Energy	6.42%
Technology	5.19%
Communication Services	4.95%
Consumer Defensive	4.65%
Real Estate	2.68%
Utility	1.75%

Asset Allocation

Asset Class	Value
Cash	2.07%
Equity	97.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| HDFCBANK	6%	₹372 Cr	4,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 13 \| RELIANCE	4%	₹279 Cr	2,000,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹248 Cr	2,300,000 ↓ -75,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| AXISBANK	3%	₹212 Cr	1,550,000
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	3%	₹207 Cr	1,262,142 ↑ 60,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 14 \| ICICIBANK	3%	₹183 Cr	1,350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹177 Cr	900,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 24 \| M&MFIN	2%	₹149 Cr	3,977,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	2%	₹138 Cr	350,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 24 \| KOTAKBANK	2%	₹137 Cr	3,350,000 ↓ -150,000

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

Lower mid AUM (₹1,477 Cr).
Oldest track record among peers (26 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.82% (lower mid).
3Y return: 13.95% (lower mid).
1Y return: 13.32% (lower mid).
Alpha: -0.41 (upper mid).
Sharpe: 0.14 (upper mid).
Information ratio: -0.78 (bottom quartile).

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund Growth
Launch Date	22 Nov 99
NAV (18 Feb 26)	₹226.913 ↑ 0.52 (0.23 %)
Net Assets (Cr)	₹1,477 on 31 Dec 25
Category	Equity - ELSS
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	0.14
Information Ratio	-0.78
Alpha Ratio	-0.41
Min Investment	500
Min SIP Investment	250
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,317
31 Jan 23	₹13,685
31 Jan 24	₹16,943
31 Jan 25	₹18,573
31 Jan 26	₹19,902

Sundaram Diversified Equity 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 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 18 Feb 26

Duration	Returns
1 Month	0.9%
3 Month	0.3%
6 Month	2.3%
1 Year	13.3%
3 Year	13.9%
5 Year	12.8%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.1%
2023	12%
2022	23.3%
2021	4%
2020	31.5%
2019	9.9%
2018	6.2%
2017	-10.6%
2016	38.4%
2015	6.8%

Fund Manager information for Sundaram Diversified Equity Fund

Name	Since	Tenure
Rohit Seksaria	24 Feb 21	4.94 Yr.
Bharath Subramanian	2 Jun 25	0.67 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.45%
Consumer Cyclical	11.61%
Industrials	9.96%
Technology	8.89%
Utility	8.57%
Basic Materials	7.7%
Energy	7.65%
Consumer Defensive	7.17%
Health Care	5.02%
Communication Services	4.4%
Real Estate	0.45%

Asset Allocation

Asset Class	Value
Cash	1.14%
Equity	98.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| HDFCBANK	8%	₹107 Cr	1,147,000 ↓ -74,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 12 \| RELIANCE	5%	₹76 Cr	545,000 ↓ -47,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| ICICIBANK	5%	₹72 Cr	529,000
Infosys Ltd (Technology) Equity, Since 30 Nov 16 \| INFY	5%	₹66 Cr	400,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| AXISBANK	5%	₹64 Cr	470,000 ↓ -50,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	4%	₹61 Cr	310,165
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	4%	₹57 Cr	530,000 ↓ -65,000
NTPC Ltd (Utilities) Equity, Since 31 Oct 24 \| NTPC	3%	₹43 Cr	1,215,766
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 18 \| LT	3%	₹41 Cr	103,000 ↓ -35,000
ITC Ltd (Consumer Defensive) Equity, Since 28 Feb 23 \| ITC	3%	₹39 Cr	1,210,000

9. 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 (₹377 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.18% (lower mid).
1M return: 0.75% (upper mid).
Sharpe: 0.91 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.85% (top quartile).
Modified duration: 2.95 yrs (bottom quartile).
Average maturity: 3.75 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 (18 Feb 26)	₹44.5314 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹377 on 31 Dec 25
Category	Debt - Banking & PSU Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.41
Sharpe Ratio	0.91
Information Ratio	0
Alpha Ratio	0
Min Investment	100,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.85%
Effective Maturity	3 Years 9 Months
Modified Duration	2 Years 11 Months 12 Days
Sub Cat.	Banking & PSU Debt

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹10,298
31 Jan 23	₹10,635
31 Jan 24	₹11,385
31 Jan 25	₹12,297
31 Jan 26	₹13,137

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 18 Feb 26

Duration	Returns
1 Month	0.7%
3 Month	0.9%
6 Month	2.6%
1 Year	7.2%
3 Year	7.4%
5 Year	5.7%
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	15.53 Yr.
Sandeep Agarwal	16 May 22	3.72 Yr.

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

Asset Allocation

Asset Class	Value
Cash	8.08%
Debt	91.55%
Other	0.37%

Debt Sector Allocation

Sector	Value
Corporate	67.11%
Government	24.44%
Cash Equivalent	8.08%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indian Oil Corporation Limited Debentures \| -	8%	₹30 Cr	300
Rec Limited Debentures \| -	7%	₹25 Cr	250
HDFC Bank Limited Debentures \| -	7%	₹25 Cr	2,500
Small Industries Development Bank Of India Debentures \| -	7%	₹25 Cr	2,500
Housing And Urban Development Corporation Limited Debentures \| -	7%	₹24 Cr	2,500
Export Import Bank Of India Debentures \| -	5%	₹20 Cr	2,000
National Housing Bank Debentures \| -	5%	₹20 Cr	2,000
6.79% Gs 2034 Sovereign Bonds \| -	5%	₹20 Cr	2,000,000
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹15 Cr	1,500
7.32% Gs 2030 Sovereign Bonds \| -	3%	₹10 Cr	1,000,000

10. 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

Bottom quartile AUM (₹768 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately Low.
1Y return: 7.06% (bottom quartile).
1M return: 0.65% (lower mid).
Sharpe: 0.83 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.90% (top quartile).
Modified duration: 3.25 yrs (bottom quartile).
Average maturity: 4.27 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 (18 Feb 26)	₹41.4781 ↓ 0.00 (-0.01 %)
Net Assets (Cr)	₹768 on 31 Dec 25
Category	Debt - Corporate Bond
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.54
Sharpe Ratio	0.83
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.9%
Effective Maturity	4 Years 3 Months 7 Days
Modified Duration	3 Years 3 Months
Sub Cat.	Corporate Bond

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹10,413
31 Jan 23	₹10,820
31 Jan 24	₹11,510
31 Jan 25	₹12,431
31 Jan 26	₹13,273

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 18 Feb 26

Duration	Returns
1 Month	0.6%
3 Month	0.7%
6 Month	2.4%
1 Year	7.1%
3 Year	7.1%
5 Year	6%
10 Year
15 Year
Since launch	7%

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	15.52 Yr.
Sandeep Agarwal	1 Jun 12	13.68 Yr.

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

Asset Allocation

Asset Class	Value
Cash	10.95%
Debt	88.66%
Other	0.4%

Debt Sector Allocation

Sector	Value
Corporate	58.94%
Government	30.37%
Cash Equivalent	10.29%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.48% Gs 2035 Sovereign Bonds \| -	10%	₹74 Cr	7,500,000 ↓ -1,600,000
Small Industries Development Bank Of India Debentures \| -	7%	₹51 Cr	5,000
National Bank For Agriculture And Rural Development Debentures \| -	6%	₹45 Cr	4,500
Indian Railway Finance Corporation Limited Debentures \| -	5%	₹40 Cr	4,000
LIC Housing Finance Ltd Debentures \| -	4%	₹30 Cr	300
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹25 Cr	2,500
Rec Limited Debentures \| -	3%	₹25 Cr	2,500
LIC Housing Finance Ltd Debentures \| -	3%	₹25 Cr	2,500
Embassy Office Parks Reit Debentures \| -	3%	₹25 Cr	2,500
Kotak Mahindra Prime Limited Debentures \| -	3%	₹25 Cr	2,500

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