Sundaram Mutual Funds

As of 28 Feb 2025, fund size of Sundaram Large & Mid Cap Fund is 6,039.93 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.56% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Sundaram Large & Mid Cap Fund has given 14.87% annualized return for the last 3 years. The funds SIP returns during the same period is 14.35%

Sundaram Large & Mid Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Infrastructure Advantage Fund has given 20.71% annualized return for the last 3 years. The funds SIP returns during the same period is 18.46%

At present Sundaram Infrastructure Advantage Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Consumption Fund is 1,363.73 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Consumption Fund has given 16.77% annualized return for the last 3 years. The funds SIP returns during the same period is 17.38%

At present Sundaram Consumption Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Financial Services Opportunities Fund has given 16.50% annualized return for the last 3 years. The funds SIP returns during the same period is 12.11%

At present Sundaram Financial Services Opportunities Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Dividend Yield Fund is 782.92 Cr.

The average category Returns for Dividend Yield funds under Equity class are 19.01% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

Sundaram Dividend Yield Fund has given 15.80% annualized return for the last 3 years. The funds SIP returns during the same period is 12.60%

At present Sundaram Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Nifty 100 Equal Weight Fund has given 15.64% annualized return for the last 3 years. The funds SIP returns during the same period is 15.55%

At present Sundaram Nifty 100 Equal Weight Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of Sundaram Conservative Hybrid Fund is 31.51 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Sundaram Conservative Hybrid Fund has given 7.03% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

At present Sundaram Conservative Hybrid Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of Sundaram Large & Mid Cap Fund is 6,039.93 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.56% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Sundaram Large & Mid Cap Fund has given 14.87% annualized return for the last 3 years. The funds SIP returns during the same period is 14.35%

Sundaram Large & Mid Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Infrastructure Advantage Fund has given 20.71% annualized return for the last 3 years. The funds SIP returns during the same period is 18.46%

At present Sundaram Infrastructure Advantage Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Consumption Fund is 1,363.73 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Consumption Fund has given 16.77% annualized return for the last 3 years. The funds SIP returns during the same period is 17.38%

At present Sundaram Consumption Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Financial Services Opportunities Fund has given 16.50% annualized return for the last 3 years. The funds SIP returns during the same period is 12.11%

At present Sundaram Financial Services Opportunities Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Dividend Yield Fund is 782.92 Cr.

The average category Returns for Dividend Yield funds under Equity class are 19.01% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

Sundaram Dividend Yield Fund has given 15.80% annualized return for the last 3 years. The funds SIP returns during the same period is 12.60%

At present Sundaram Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Sectoral funds under Equity class are 16.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Nifty 100 Equal Weight Fund has given 15.64% annualized return for the last 3 years. The funds SIP returns during the same period is 15.55%

At present Sundaram Nifty 100 Equal Weight Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of Sundaram Conservative Hybrid Fund is 31.51 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Sundaram Conservative Hybrid Fund has given 7.03% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

At present Sundaram Conservative Hybrid Fund has not been rated by us.

Not Rated