Sundaram Mutual Fund

As of 31 Jan 2024, fund size of Sundaram Small Cap Fund is 3,063.23 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% 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 19.22% annualized return for the last 3 years. The funds SIP returns during the same period is 25.85%

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 Jan 2024, fund size of Sundaram Large Cap Fund is 3,314.86 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 11.56% annualized return for the last 3 years. The funds SIP returns during the same period is 16.08%

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 Jan 2024, fund size of Sundaram Tax Savings Fund is 1,186.81 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

-

Sundaram Tax Savings 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 Jan 2024, fund size of Sundaram Multi Cap Fund is 2,398.99 Cr.

-

-

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 Jan 2024, fund size of Sundaram Flexi Cap Fund is 2,066.42 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

-

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 21.02% annualized return for the last 3 years. The funds SIP returns during the same period is 28.47%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 16.15% annualized return for the last 3 years. The funds SIP returns during the same period is 19.75%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Services Fund is 3,230.86 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 14.34% annualized return for the last 3 years. The funds SIP returns during the same period is 21.01%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

-

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Small Cap Fund is 3,063.23 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% 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 19.22% annualized return for the last 3 years. The funds SIP returns during the same period is 25.85%

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 Jan 2024, fund size of Sundaram Large Cap Fund is 3,314.86 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 11.56% annualized return for the last 3 years. The funds SIP returns during the same period is 16.08%

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 Jan 2024, fund size of Sundaram Tax Savings Fund is 1,186.81 Cr.

The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

-

Sundaram Tax Savings 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 Jan 2024, fund size of Sundaram Multi Cap Fund is 2,398.99 Cr.

-

-

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 Jan 2024, fund size of Sundaram Flexi Cap Fund is 2,066.42 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

-

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Infrastructure Advantage Fund is 846.13 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 21.02% annualized return for the last 3 years. The funds SIP returns during the same period is 28.47%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 16.15% annualized return for the last 3 years. The funds SIP returns during the same period is 19.75%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Services Fund is 3,230.86 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 14.34% annualized return for the last 3 years. The funds SIP returns during the same period is 21.01%

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

Not Rated

As of 31 Jan 2024, fund size of Sundaram Nifty 100 Equal Weight Fund is 64.9 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

-

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

Not Rated