Sundaram Mutual Funds

As of 30 Apr 2024, fund size of Sundaram Corporate Bond Fund is 617.02 Cr.

The average category Returns for Corporate Bond funds under Debt class are 7.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

Sundaram Corporate Bond Fund has given 7.48% annualized return for the last 3 years. The funds SIP returns during the same period is 7.83%

Sundaram Corporate Bond Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Aug 2025, fund size of Sundaram Liquid Fund is 9,094.46 Cr.

The average category Returns for Liquid funds under Debt class are 4.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

Sundaram Liquid Fund has given 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 6.83%

Sundaram Liquid Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.

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

1,002.49 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Sundaram Equity Savings Fund has given 10.73% annualized return for the last 3 years. The funds SIP returns during the same period is 10.39%

At present Sundaram Equity Savings Fund has not been rated by us.

Not Rated

1,002.49 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Sundaram Equity Savings Fund has given 10.73% annualized return for the last 3 years. The funds SIP returns during the same period is 10.39%

At present Sundaram Equity Savings 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 31 Aug 2025, fund size of Sundaram Banking And PSU Fund is 261.54 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

Sundaram Banking And PSU Fund has given 7.67% annualized return for the last 3 years. The funds SIP returns during the same period is 7.88%

At present Sundaram Banking And PSU Fund has not been rated by us.

Not Rated

As of 31 Jul 2026, fund size of Sundaram Short Duration Fund is 178.26 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Sundaram Short Duration Fund has given 7.54% annualized return for the last 3 years. The funds SIP returns during the same period is 7.64%

At present Sundaram Short Duration Fund has not been rated by us.

Not Rated

As of 30 Apr 2024, fund size of Sundaram Corporate Bond Fund is 617.02 Cr.

The average category Returns for Corporate Bond funds under Debt class are 7.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

Sundaram Corporate Bond Fund has given 7.48% annualized return for the last 3 years. The funds SIP returns during the same period is 7.83%

Sundaram Corporate Bond Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Aug 2025, fund size of Sundaram Liquid Fund is 9,094.46 Cr.

The average category Returns for Liquid funds under Debt class are 4.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

Sundaram Liquid Fund has given 6.93% annualized return for the last 3 years. The funds SIP returns during the same period is 6.83%

Sundaram Liquid Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.

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

1,002.49 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Sundaram Equity Savings Fund has given 10.73% annualized return for the last 3 years. The funds SIP returns during the same period is 10.39%

At present Sundaram Equity Savings Fund has not been rated by us.

Not Rated

1,002.49 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Sundaram Equity Savings Fund has given 10.73% annualized return for the last 3 years. The funds SIP returns during the same period is 10.39%

At present Sundaram Equity Savings 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 31 Aug 2025, fund size of Sundaram Banking And PSU Fund is 261.54 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

Sundaram Banking And PSU Fund has given 7.67% annualized return for the last 3 years. The funds SIP returns during the same period is 7.88%

At present Sundaram Banking And PSU Fund has not been rated by us.

Not Rated

As of 31 Jul 2026, fund size of Sundaram Short Duration Fund is 178.26 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Sundaram Short Duration Fund has given 7.54% annualized return for the last 3 years. The funds SIP returns during the same period is 7.64%

At present Sundaram Short Duration Fund has not been rated by us.

Not Rated