Sundaram Mutual Fund

As of 31 Jul 2025, fund size of Sundaram Small Cap Fund is 4,155.35 Cr.

The average category Returns for Small cap funds under Equity class are 18.92% 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 20.52% annualized return for the last 3 years. The funds SIP returns during the same period is 16.83%

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 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 Financial Services Opportunities Fund is 1,722.04 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 18.08% annualized return for the last 3 years. The funds SIP returns during the same period is 16.16%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Services Fund is 5,262.21 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 17.70% annualized return for the last 3 years. The funds SIP returns during the same period is 17.76%

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

Not Rated

As of 31 Jul 2026, fund size of Sundaram Nifty 100 Equal Weight Fund is 147.07 Cr.

The average category Returns for Large Cap funds under Equity class are 14.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Sundaram Nifty 100 Equal Weight Fund has given 16.37% annualized return for the last 3 years. The funds SIP returns during the same period is 15.22%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Consumption Fund is 1,516.36 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 15.63% annualized return for the last 3 years. The funds SIP returns during the same period is 14.68%

At present Sundaram Consumption 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

553.9 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Sundaram Arbitrage Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated

553.9 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Sundaram Arbitrage Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Small Cap Fund is 4,155.35 Cr.

The average category Returns for Small cap funds under Equity class are 18.92% 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 20.52% annualized return for the last 3 years. The funds SIP returns during the same period is 16.83%

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 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 Financial Services Opportunities Fund is 1,722.04 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 18.08% annualized return for the last 3 years. The funds SIP returns during the same period is 16.16%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Services Fund is 5,262.21 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 17.70% annualized return for the last 3 years. The funds SIP returns during the same period is 17.76%

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

Not Rated

As of 31 Jul 2026, fund size of Sundaram Nifty 100 Equal Weight Fund is 147.07 Cr.

The average category Returns for Large Cap funds under Equity class are 14.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Sundaram Nifty 100 Equal Weight Fund has given 16.37% annualized return for the last 3 years. The funds SIP returns during the same period is 15.22%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Consumption Fund is 1,516.36 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 15.63% annualized return for the last 3 years. The funds SIP returns during the same period is 14.68%

At present Sundaram Consumption 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

553.9 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Sundaram Arbitrage Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated

553.9 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Sundaram Arbitrage Fund has given 6.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated