Sundaram Mutual Funds

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 ELSS Tax Saver Fund is 1,186.81 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% 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 12.39% annualized return for the last 3 years. The funds SIP returns during the same period is 12.56%

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 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 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 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 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 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 Multi Cap Fund is 2,398.99 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.

Sundaram Multi Cap Fund has given 13.13% annualized return for the last 3 years. The funds SIP returns during the same period is 13.79%

Sundaram Multi 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 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 ELSS Tax Saver Fund is 1,186.81 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% 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 12.39% annualized return for the last 3 years. The funds SIP returns during the same period is 12.56%

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 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 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 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 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 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 Multi Cap Fund is 2,398.99 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.

Sundaram Multi Cap Fund has given 13.13% annualized return for the last 3 years. The funds SIP returns during the same period is 13.79%

Sundaram Multi 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.