Sundaram Mutual Funds

As of 31 Aug 2023, fund size of Sundaram Focused Fund is 992.27 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Sundaram Focused Fund has given 11.84% annualized return for the last 3 years. The funds SIP returns during the same period is 13.07%

Sundaram Focused 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 Very High risk.

As of 31 Aug 2023, fund size of Sundaram Small Cap Fund is 3,063.23 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Sundaram Small Cap Fund has given 16.40% annualized return for the last 3 years. The funds SIP returns during the same period is 14.12%

Sundaram Small 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 Large Cap Fund is 3,314.86 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Sundaram Large Cap Fund has given 10.80% annualized return for the last 3 years. The funds SIP returns during the same period is 11.02%

Sundaram Large 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 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 Services Fund is 3,230.86 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 Services Fund has given 15.22% annualized return for the last 3 years. The funds SIP returns during the same period is 15.40%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Aggressive Hybrid Fund is 4,191.21 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% 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 10.56% annualized return for the last 3 years. The funds SIP returns during the same period is 10.81%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Flexi Cap Fund is 2,066.42 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Focused Fund is 992.27 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Sundaram Focused Fund has given 11.84% annualized return for the last 3 years. The funds SIP returns during the same period is 13.07%

Sundaram Focused 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 Very High risk.

As of 31 Aug 2023, fund size of Sundaram Small Cap Fund is 3,063.23 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Sundaram Small Cap Fund has given 16.40% annualized return for the last 3 years. The funds SIP returns during the same period is 14.12%

Sundaram Small 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 Large Cap Fund is 3,314.86 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Sundaram Large Cap Fund has given 10.80% annualized return for the last 3 years. The funds SIP returns during the same period is 11.02%

Sundaram Large 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 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 Services Fund is 3,230.86 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 Services Fund has given 15.22% annualized return for the last 3 years. The funds SIP returns during the same period is 15.40%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Aggressive Hybrid Fund is 4,191.21 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% 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 10.56% annualized return for the last 3 years. The funds SIP returns during the same period is 10.81%

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

Not Rated

As of 31 Aug 2023, fund size of Sundaram Flexi Cap Fund is 2,066.42 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

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

Not Rated