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سندرم میوچل فنڈ پیشکش کرتا ہے aرینج ایکویٹی، قرض اور میں مصنوعات کیمائع فنڈز ایسی جگہیں جو خطرات، واپسی اور کی ایک حد کو پورا کرتی ہیں۔لیکویڈیٹی سرمایہ کاروں کی ترجیحات فنڈ ہاؤس کے پاس ایک مضبوط تحقیقی ٹیم ہے جو درمیان میں 'کل کے فاتحین' کی شناخت میں ٹریک ریکارڈ رکھتی ہے۔چھوٹی ٹوپی سیگمنٹ. اور، فکسڈ کے لیےآمدنی فنڈز، ٹیم کا زور پورٹ فولیو کے کریڈٹ کے معیار پر ہے۔
سندرممشترکہ فنڈ ہمیشہ اختراعی رہا ہے اور کیپیکس جیسے نئے تھیمز میں فنڈز لانچ کرنے والا پہلا شخص تھا،درمیانی ٹوپی، لیڈرشپ، دیہی ہندوستان اور مائیکرو کیپ سیریز کے فنڈز۔ سرمایہ کار اپنی منصوبہ بندی کر سکتے ہیں۔مالی اہداف اور سندرم کے ذریعہ پیش کردہ اسکیموں میں سرمایہ کاری کریں۔ایکویٹی فنڈز طویل مدتی سرمایہ کاری کے اہداف کا انتخاب کیا جا سکتا ہے، جبکہقرض فنڈ مختصر مدت کے لئے مثالی ہیںکمائی.
آپ ذیل میں دی گئی 10 بہترین سندرم میوچل فنڈ اسکیموں میں سے ایک فنڈ کا انتخاب کرسکتے ہیں۔ ان اعلیٰ کارکردگی کا مظاہرہ کرنے والی اسکیموں کو AUM جیسے اہم پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ کی اوسط واپسی، وغیرہ۔
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سندرم میوچل فنڈ میں کیوں سرمایہ کاری کریں؟
فنڈ ہاؤس ایکویٹی، قرض اور مائع فنڈز کے زمرے میں اسکیموں کی ایک وسیع رینج پیش کرتا ہے۔ سرمایہ کار ہر اسکیم کے رسک ریٹرن تعلقات پر غور کرنے کے بعد اپنی سہولت کی بنیاد پر اسکیموں کا انتخاب کرسکتے ہیں۔
یہ میوچل فنڈ کمپنی اختراعی پروڈکٹس لانچ کرنے کے لیے جانی جاتی ہے۔ یہ پہلا فنڈ ہاؤس ہے جس نے نئے تھیمز جیسے کہ دیہی ہندوستان، لیڈرشپ، فنڈز کی مائیکرو کیپ سیریز، اور بہت سی اسکیمیں شروع کیں۔
کمپنی کے پاس پورٹ فولیو مینجمنٹ سروسز (PMS) میں مہارت حاصل کرنے کا ایک ڈویژن ہےکل مالیت افراد
یہ تمام کاروباری معاملات میں اخلاقی طریقوں کی اعلیٰ ترین ڈگری حاصل کرنے کی کوشش کرتا ہے جس سے اسٹیک ہولڈر کی قدر میں اضافہ ہوتا ہے۔
سندرم میوچل فنڈ کی بہترین اسکیمیں
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 ₹94.5982
↓ -0.29 ₹1,495 5,000 100 9.1 9.2 -6.8 8.3 10.2 11.7 -0.1 Sundaram Mid Cap Fund Growth ₹1,496.29
↓ -7.77 ₹14,504 5,000 100 5.1 10.9 8.1 17.1 16.2 23.1 4.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.3695
↓ -0.07 ₹19 5,000 250 1 0 -0.2 4.5 5.8 6.7 4.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Small Cap Fund Growth ₹299.824
↓ -1.49 ₹3,922 5,000 100 9.3 26.4 16.5 15.8 16.2 17.1 0.4 Sundaram Large and Mid Cap Fund Growth ₹93.2325
↓ -0.59 ₹7,222 5,000 100 11.2 12.8 10 13.5 11.4 12.1 3.6 Sundaram Financial Services Opportunities Fund Growth ₹107.917
↓ -0.66 ₹1,679 100,000 100 5.5 5.2 9.3 11.4 12.5 13.9 16.9 Sundaram Banking & PSU Debt Fund Growth ₹45.8494
↑ 0.02 ₹261 100,000 250 1.6 3 5.3 7 5.9 7.3 7.6 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 Corporate Bond Fund Growth ₹42.641
↑ 0.01 ₹620 5,000 250 1.6 2.9 5 6.9 5.8 6.9 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Mid Cap Fund Sundaram Debt Oriented Hybrid Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Large and Mid Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Banking & PSU Debt Fund Sundaram Short Term Credit Risk Fund Sundaram Corporate Bond Fund Point 1 Upper mid AUM (₹1,495 Cr). Highest AUM (₹14,504 Cr). Bottom quartile AUM (₹19 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,922 Cr). Top quartile AUM (₹7,222 Cr). Upper mid AUM (₹1,679 Cr). Bottom quartile AUM (₹261 Cr). Bottom quartile AUM (₹116 Cr). Lower mid AUM (₹620 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (24 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (24+ 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 10.21% (lower mid). 5Y return: 16.19% (upper mid). 5Y return: 5.79% (bottom quartile). 5Y return: 17.29% (top quartile). 5Y return: 16.21% (top quartile). 5Y return: 11.38% (upper mid). 5Y return: 12.50% (upper mid). 1Y return: 5.28% (lower mid). 1Y return: 5.25% (lower mid). 1Y return: 4.96% (bottom quartile). Point 6 3Y return: 8.35% (lower mid). 3Y return: 17.09% (top quartile). 3Y return: 4.48% (bottom quartile). 3Y return: 17.03% (top quartile). 3Y return: 15.75% (upper mid). 3Y return: 13.45% (upper mid). 3Y return: 11.42% (upper mid). 1M return: 0.27% (top quartile). 1M return: 0.24% (upper mid). 1M return: 0.20% (upper mid). Point 7 1Y return: -6.76% (bottom quartile). 1Y return: 8.08% (upper mid). 1Y return: -0.16% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 16.46% (top quartile). 1Y return: 9.99% (upper mid). 1Y return: 9.25% (upper mid). Sharpe: -0.32 (bottom quartile). Sharpe: 1.15 (top quartile). Sharpe: -0.46 (bottom quartile). Point 8 Alpha: -5.76 (bottom quartile). Alpha: 1.07 (upper mid). 1M return: -1.11% (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 5.33 (top quartile). Alpha: 3.36 (upper mid). Alpha: 4.59 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Point 9 Sharpe: -0.30 (lower mid). Sharpe: 0.31 (upper mid). Alpha: -4.41 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.25 (upper mid). Sharpe: 0.08 (lower mid). Yield to maturity (debt): 7.05% (top quartile). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 7.17% (top quartile). Point 10 Information ratio: -0.67 (bottom quartile). Information ratio: 0.49 (top quartile). Sharpe: -1.17 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: -0.10 (lower mid). Information ratio: 0.28 (top quartile). Modified duration: 2.20 yrs (bottom quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 2.43 yrs (bottom quartile). Sundaram Rural and Consumption Fund
Sundaram Mid Cap Fund
Sundaram Debt Oriented Hybrid Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Large and Mid Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Banking & PSU Debt Fund
Sundaram Short Term Credit Risk Fund
Sundaram Corporate Bond 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 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 (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 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 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 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 Below is the key information for Sundaram Financial Services Opportunities 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 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 (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 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (09 Sep 26) ₹94.5982 ↓ -0.29 (-0.31 %) Net Assets (Cr) ₹1,495 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.3 Information Ratio -0.67 Alpha Ratio -5.76 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 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -3% 3 Month 9.1% 6 Month 9.2% 1 Year -6.8% 3 Year 8.3% 5 Year 10.2% 10 Year 15 Year Since launch 11.7% 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 Data below for Sundaram Rural and Consumption Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (09 Sep 26) ₹1,496.29 ↓ -7.77 (-0.52 %) Net Assets (Cr) ₹14,504 on 31 Jul 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.31 Information Ratio 0.49 Alpha Ratio 1.07 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.1% 3 Month 5.1% 6 Month 10.9% 1 Year 8.1% 3 Year 17.1% 5 Year 16.2% 10 Year 15 Year Since launch 23.1% 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 Data below for Sundaram Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (09 Sep 26) ₹29.3695 ↓ -0.07 (-0.25 %) Net Assets (Cr) ₹19 on 31 Jul 26 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -1.17 Information Ratio -1.92 Alpha Ratio -4.41 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 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.1% 3 Month 1% 6 Month 0% 1 Year -0.2% 3 Year 4.5% 5 Year 5.8% 10 Year 15 Year Since launch 6.7% 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 Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jul 26
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
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 9 Sep 26 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (09 Sep 26) ₹299.824 ↓ -1.49 (-0.49 %) Net Assets (Cr) ₹3,922 on 31 Jul 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.31 Information Ratio -0.05 Alpha Ratio 5.33 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.9% 3 Month 9.3% 6 Month 26.4% 1 Year 16.5% 3 Year 15.8% 5 Year 16.2% 10 Year 15 Year Since launch 17.1% 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 Data below for Sundaram Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (09 Sep 26) ₹93.2325 ↓ -0.59 (-0.63 %) Net Assets (Cr) ₹7,222 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.25 Information Ratio -0.1 Alpha Ratio 3.36 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.2% 3 Month 11.2% 6 Month 12.8% 1 Year 10% 3 Year 13.5% 5 Year 11.4% 10 Year 15 Year Since launch 12.1% 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 Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (09 Sep 26) ₹107.917 ↓ -0.66 (-0.60 %) Net Assets (Cr) ₹1,679 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.08 Information Ratio 0.28 Alpha Ratio 4.59 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.4% 3 Month 5.5% 6 Month 5.2% 1 Year 9.3% 3 Year 11.4% 5 Year 12.5% 10 Year 15 Year Since launch 13.9% 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 Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (09 Sep 26) ₹45.8494 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹261 on 31 Jul 26 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.41 Sharpe Ratio -0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.05% Effective Maturity 3 Years 22 Days Modified Duration 2 Years 2 Months 12 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.3% 3 Month 1.6% 6 Month 3% 1 Year 5.3% 3 Year 7% 5 Year 5.9% 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 Data below for Sundaram Banking & PSU Debt Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. 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 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (09 Sep 26) ₹42.641 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹620 on 31 Jul 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio -0.46 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.17% Effective Maturity 3 Years 5 Months 23 Days Modified Duration 2 Years 5 Months 5 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.6% 6 Month 2.9% 1 Year 5% 3 Year 6.9% 5 Year 5.8% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 8% 2022 6.3% 2021 3.7% 2020 3.5% 2019 11% 2018 11.3% 2017 4.8% 2016 5.4% 2015 11.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Data below for Sundaram Corporate Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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