Sundaram Mutual Funds

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 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 2025, fund size of Sundaram Value Fund is 1,284.42 Cr.

The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Sundaram Value Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 11.35%

Sundaram Value 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 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 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 2025, fund size of Sundaram Value Fund is 1,284.42 Cr.

The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Sundaram Value Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 11.35%

Sundaram Value 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.