Sundaram Mutual Funds

As of 31 Jul 2026, fund size of Sundaram ELSS Tax Saver Fund is 1,284.96 Cr.

The average category Returns for ELSS funds under Equity class are 16.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

Sundaram ELSS Tax Saver Fund has given 14.10% annualized return for the last 3 years. The funds SIP returns during the same period is 13.42%

Sundaram ELSS Tax Saver 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 Flexi Cap Fund is 1,962.63 Cr.

The average category Returns for Flexi Cap funds under Equity class are 16.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Sundaram Flexi Cap Fund has given 13.96% annualized return for the last 3 years. The funds SIP returns during the same period is 13.06%

At present Sundaram Flexi Cap Fund has not been rated by us.

Not Rated

As of 31 Jul 2026, fund size of Sundaram Aggressive Hybrid Fund is 9,272.45 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Sundaram Aggressive Hybrid Fund has given 12.11% annualized return for the last 3 years. The funds SIP returns during the same period is 11.68%

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

Not Rated

As of 31 Jul 2026, fund size of Sundaram Aggressive Hybrid Fund is 9,272.45 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Sundaram Aggressive Hybrid Fund has given 12.11% annualized return for the last 3 years. The funds SIP returns during the same period is 11.68%

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

Not Rated

1,682.03 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Sundaram Balanced Advantage Fund has given 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 9.96%

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

Not Rated

1,682.03 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Sundaram Balanced Advantage Fund has given 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 9.96%

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

Not Rated

As of 28 Feb 2025, fund size of Sundaram Conservative Hybrid Fund is 18.92 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.77% 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 7.07% annualized return for the last 3 years. The funds SIP returns during the same period is 6.20%

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

Not Rated

As of 31 Aug 2025, fund size of Sundaram Mid Cap Fund is 14,863.43 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Sundaram Mid Cap Fund has given 23.47% annualized return for the last 3 years. The funds SIP returns during the same period is 22.01%

Sundaram Mid Cap Fund has 1 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 Value Fund is 1,284.42 Cr.

The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Sundaram Value Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 11.35%

Sundaram Value Fund has 1 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 2026, fund size of Sundaram ELSS Tax Saver Fund is 1,284.96 Cr.

The average category Returns for ELSS funds under Equity class are 16.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

Sundaram ELSS Tax Saver Fund has given 14.10% annualized return for the last 3 years. The funds SIP returns during the same period is 13.42%

Sundaram ELSS Tax Saver 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 Flexi Cap Fund is 1,962.63 Cr.

The average category Returns for Flexi Cap funds under Equity class are 16.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Sundaram Flexi Cap Fund has given 13.96% annualized return for the last 3 years. The funds SIP returns during the same period is 13.06%

At present Sundaram Flexi Cap Fund has not been rated by us.

Not Rated

As of 31 Jul 2026, fund size of Sundaram Aggressive Hybrid Fund is 9,272.45 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Sundaram Aggressive Hybrid Fund has given 12.11% annualized return for the last 3 years. The funds SIP returns during the same period is 11.68%

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

Not Rated

As of 31 Jul 2026, fund size of Sundaram Aggressive Hybrid Fund is 9,272.45 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Sundaram Aggressive Hybrid Fund has given 12.11% annualized return for the last 3 years. The funds SIP returns during the same period is 11.68%

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

Not Rated

1,682.03 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Sundaram Balanced Advantage Fund has given 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 9.96%

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

Not Rated

1,682.03 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Sundaram Balanced Advantage Fund has given 10.36% annualized return for the last 3 years. The funds SIP returns during the same period is 9.96%

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

Not Rated

As of 28 Feb 2025, fund size of Sundaram Conservative Hybrid Fund is 18.92 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.77% 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 7.07% annualized return for the last 3 years. The funds SIP returns during the same period is 6.20%

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

Not Rated

As of 31 Aug 2025, fund size of Sundaram Mid Cap Fund is 14,863.43 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Sundaram Mid Cap Fund has given 23.47% annualized return for the last 3 years. The funds SIP returns during the same period is 22.01%

Sundaram Mid Cap Fund has 1 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 Value Fund is 1,284.42 Cr.

The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Sundaram Value Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 11.35%

Sundaram Value Fund has 1 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.