Sundaram Mutual Funds

As of 31 Aug 2023, 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 15.10% 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 12.29% annualized return for the last 3 years. The funds SIP returns during the same period is 12.67%

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 Aug 2023, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 18.36% annualized return for the last 3 years. The funds SIP returns during the same period is 16.55%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Rural & Consumption Fund is 1,363.73 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Rural & Consumption Fund has given 16.75% annualized return for the last 3 years. The funds SIP returns during the same period is 15.63%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 15.57% annualized return for the last 3 years. The funds SIP returns during the same period is 14.22%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Dividend Yield Fund is 782.92 Cr.

The average category Returns for Dividend Yield funds under Equity class are 17.02% 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 13.84% annualized return for the last 3 years. The funds SIP returns during the same period is 13.55%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 13.40% annualized return for the last 3 years. The funds SIP returns during the same period is 13.84%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Debt Oriented Hybrid Fund is 31.51 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Sundaram Debt Oriented Hybrid Fund has given 6.47% annualized return for the last 3 years. The funds SIP returns during the same period is 6.99%

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

Not Rated

As of 31 Aug 2023, 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 15.10% 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 12.29% annualized return for the last 3 years. The funds SIP returns during the same period is 12.67%

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 Aug 2023, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 18.36% annualized return for the last 3 years. The funds SIP returns during the same period is 16.55%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Rural & Consumption Fund is 1,363.73 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Sundaram Rural & Consumption Fund has given 16.75% annualized return for the last 3 years. The funds SIP returns during the same period is 15.63%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 15.57% annualized return for the last 3 years. The funds SIP returns during the same period is 14.22%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Dividend Yield Fund is 782.92 Cr.

The average category Returns for Dividend Yield funds under Equity class are 17.02% 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 13.84% annualized return for the last 3 years. The funds SIP returns during the same period is 13.55%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% 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 13.40% annualized return for the last 3 years. The funds SIP returns during the same period is 13.84%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Debt Oriented Hybrid Fund is 31.51 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Sundaram Debt Oriented Hybrid Fund has given 6.47% annualized return for the last 3 years. The funds SIP returns during the same period is 6.99%

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

Not Rated