Sundaram Mutual Funds

As of 31 Jul 2026, fund size of Sundaram Focused Fund is 1,096.8 Cr.

The average category Returns for Focused funds under Equity class are 15.43% 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 12.40% annualized return for the last 3 years. The funds SIP returns during the same period is 10.91%

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 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 2025, fund size of Sundaram Large Cap Fund is 3,055.94 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 Large Cap Fund has given 11.31% annualized return for the last 3 years. The funds SIP returns during the same period is 9.85%

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 2025, fund size of Sundaram Large & Mid Cap Fund is 7,543.73 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.61% 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 15.46% annualized return for the last 3 years. The funds SIP returns during the same period is 14.68%

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 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 Consumption Fund is 174.45 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 19.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

Sundaram Consumption Fund has given 22.27% annualized return for the last 3 years. The funds SIP returns during the same period is 19.84%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Infrastructure Advantage Fund is 971.13 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 Infrastructure Advantage Fund has given 21.11% annualized return for the last 3 years. The funds SIP returns during the same period is 17.89%

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

Not Rated

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 Dividend Yield Fund is 806.55 Cr.

The average category Returns for Dividend Yield funds under Equity class are 18.97% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

Sundaram Dividend Yield Fund has given 15.79% annualized return for the last 3 years. The funds SIP returns during the same period is 12.68%

At present Sundaram Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Jul 2026, fund size of Sundaram Focused Fund is 1,096.8 Cr.

The average category Returns for Focused funds under Equity class are 15.43% 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 12.40% annualized return for the last 3 years. The funds SIP returns during the same period is 10.91%

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 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 2025, fund size of Sundaram Large Cap Fund is 3,055.94 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 Large Cap Fund has given 11.31% annualized return for the last 3 years. The funds SIP returns during the same period is 9.85%

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 2025, fund size of Sundaram Large & Mid Cap Fund is 7,543.73 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.61% 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 15.46% annualized return for the last 3 years. The funds SIP returns during the same period is 14.68%

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 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 Consumption Fund is 174.45 Cr.

The average category Returns for Overseas - Equity funds under Fund Of Funds class are 19.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overseas - Equity fund category.

Sundaram Consumption Fund has given 22.27% annualized return for the last 3 years. The funds SIP returns during the same period is 19.84%

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

Not Rated

As of 31 Jul 2025, fund size of Sundaram Infrastructure Advantage Fund is 971.13 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 Infrastructure Advantage Fund has given 21.11% annualized return for the last 3 years. The funds SIP returns during the same period is 17.89%

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

Not Rated

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 Dividend Yield Fund is 806.55 Cr.

The average category Returns for Dividend Yield funds under Equity class are 18.97% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

Sundaram Dividend Yield Fund has given 15.79% annualized return for the last 3 years. The funds SIP returns during the same period is 12.68%

At present Sundaram Dividend Yield Fund has not been rated by us.

Not Rated