Latest Sundaram Mutual Fund

Sundaram Mutual Fund offers a wide spectrum of investment schemes designed to meet diverse financial goals and risk appetites. With a total of 156 active schemes, the fund house covers major categories such as Equity, Hybrid, Debt, providing suitable options for both conservative and aggressive investors. Currently, Sundaram Mid Cap Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹14,026.07 Cr, reflecting strong investor trust and popularity. In terms of performance, Sundaram Small Cap Fund Direct-Growth delivers the best short-term return of 14.72% (6 Months), while Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth stands out in the mid-term horizon with 19.53% (5 Years) returns. For investors with a long-term outlook, Sundaram Small Cap Fund Direct-Growth remains a top performer, offering 16.30% returns (10 Years) — making it an attractive option for sustained wealth creation. The average expense ratio across all schemes stands at 1.32%, ensuring efficient cost management for investors.

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Fund NameNAV sort iconAUM sort icon5 Yr Returns sort icon10 Yr Returns sort icon
Sundaram Small Cap Fund Direct-Growth₹328.71₹3,871.80 Cr19.09%16.30%
Sundaram Flexi Cap Fund Direct-Growth₹15.40₹1,990.15 Cr--
Sundaram Multi Asset Allocation Fund Regular-Growth₹13.12₹3,286.29 Cr--
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-Growth₹36.86₹78.05 Cr17.82%-
Sundaram Arbitrage Fund Direct-Growth₹16.29₹649.72 Cr6.31%5.11%
Sundaram Corporate Bond Fund Direct-Growth₹43.92₹628.24 Cr6.17%7.35%
Sundaram Multi Asset Allocation Fund Direct-Growth₹13.62₹3,286.29 Cr--
Sundaram Consumption Fund Direct-Growth₹101.75₹1,422.23 Cr12.11%12.40%
Sundaram Financial Services Opportunities Fund Direct-Growth₹126.94₹1,681.38 Cr16.07%15.62%
Sundaram Infrastructure Advantage Fund Direct-Growth₹110.61₹999.72 Cr18.47%15.58%
Sundaram Mid Cap Fund Direct-Growth₹1,650.75₹14,026.07 Cr19.37%15.99%
Sundaram Services Fund Direct-Growth₹40.02₹4,933.98 Cr16.52%-
Sundaram Business Cycle Fund Regular-Growth₹11.22₹1,650.24 Cr--
Sundaram Large and Mid Cap Fund Direct-Growth₹103.89₹6,990.73 Cr14.38%15.96%
Sundaram Medium Duration Fund Direct-Growth₹80.67₹34.70 Cr5.16%6.19%
Sundaram Consumption Fund Regular-Growth₹92.01₹1,422.23 Cr11.11%11.45%
Sundaram Business Cycle Fund Direct-Growth₹11.58₹1,650.24 Cr--
Sundaram Small Cap Fund Regular-Growth₹293.80₹3,871.80 Cr17.75%15.15%
Sundaram Banking & PSU Fund Regular-Growth₹45.51₹280.44 Cr5.86%6.42%
Sundaram Global Brand Theme - Equity Active FoF Regular-Growth₹42.71₹163.43 Cr10.99%12.94%
Sundaram Banking & PSU Fund Direct-Growth₹46.23₹280.44 Cr6.02%6.56%
Sundaram Multi Cap Fund-Growth₹389.85₹2,914.87 Cr12.87%14.00%
Sundaram Nifty 100 Equal Weight Fund Direct-Growth₹194.49₹142.37 Cr13.34%12.57%
Sundaram Short Duration Fund-Growth₹46.82₹184.09 Cr7.45%6.06%
Sundaram Short Duration Fund Direct-Growth₹50.94₹184.09 Cr8.07%6.77%
Sundaram Balanced Advantage Fund Direct-Growth₹41.88₹1,663.71 Cr9.66%10.49%
Sundaram Balanced Advantage Fund-Growth₹35.20₹1,663.71 Cr8.01%8.86%
Sundaram Money Market Fund Regular-Growth₹15.99₹1,240.16 Cr6.27%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-Growth₹32.24₹31.62 Cr17.80%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-Growth₹31.01₹37.07 Cr18.29%-
Sundaram Nifty 100 Equal Weight Fund-Growth₹183.75₹142.37 Cr12.82%12.02%
Sundaram Low Duration Fund-Growth₹3,655.10₹385.22 Cr7.31%5.71%
Sundaram Long Term Tax Advantage Fund Series III Regular-Growth₹32.23₹34.84 Cr19.21%-
Sundaram ELSS Tax Saver Fund₹501.49₹1,280.74 Cr11.50%12.30%
Sundaram Long Term Tax Advantage Fund Series III Direct-Growth₹33.35₹34.84 Cr19.49%-
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth₹47.20₹163.43 Cr12.12%13.83%
Sundaram Low Duration Fund Direct-Growth₹3,949.92₹385.22 Cr8.10%6.38%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-Growth₹32.12₹37.28 Cr18.10%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-Growth₹32.88₹37.28 Cr18.23%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-Growth₹31.28₹31.62 Cr17.54%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-Growth₹29.50₹37.07 Cr18.00%-
Sundaram Money Market Fund Direct-Growth₹16.12₹1,240.16 Cr6.39%-
Sundaram Services Fund Regular-Growth₹36.56₹4,933.98 Cr15.09%-
Sundaram Dividend Yield Fund-Growth₹131.17₹819.54 Cr10.84%13.78%
Sundaram Aggressive Hybrid Fund Direct-Growth₹185.05₹8,940.52 Cr10.62%12.10%
Sundaram Liquid Direct-Growth₹2,483.56₹6,365.24 Cr6.26%6.05%
Sundaram Liquid-Growth₹2,449.79₹6,365.24 Cr6.10%5.93%
Sundaram Overnight Fund Direct-Growth₹1,451.24₹853.63 Cr5.61%-
Sundaram Ultra Short Duration Fund Regular-Growth₹2,830.42₹1,971.83 Cr5.20%4.91%
Sundaram Overnight Fund Regular-Growth₹1,440.94₹853.63 Cr5.52%-
Sundaram Large and Mid Cap Fund-Growth₹91.42₹6,990.73 Cr13.12%14.69%
Sundaram Multi-Factor Fund Regular-Growth₹9.76₹917.22 Cr--
Sundaram Infrastructure Advantage Fund Regular-Growth₹102.91₹999.72 Cr17.81%14.92%
Sundaram Focused Fund Direct-Growth₹181.82₹1,053.04 Cr11.31%14.08%
Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth₹38.29₹23.09 Cr19.53%-
Sundaram Multi-Factor Fund Direct-Growth₹9.92₹917.22 Cr--
Sundaram Mid Cap Fund Regular-Growth₹1,499.55₹14,026.07 Cr18.36%15.07%
Sundaram Equity Savings Fund-Growth₹71.09₹1,044.03 Cr8.30%8.19%
Sundaram Focused-Growth₹162.61₹1,053.04 Cr10.18%13.07%
Sundaram Aggressive Hybrid Fund-Growth₹159.78₹8,940.52 Cr9.34%10.82%
Sundaram Medium Duration Fund Regular-Growth₹71.65₹34.70 Cr4.22%5.23%
Sundaram Arbitrage Fund Regular-Growth₹15.32₹649.72 Cr5.58%4.43%
Sundaram Corporate Bond Fund Regular-Growth₹42.36₹628.24 Cr5.92%7.01%
Sundaram Financial Services Opportunities Fund Regular-Growth₹111.06₹1,681.38 Cr14.45%14.26%
Sundaram Multi Cap Fund Direct-Growth₹438.51₹2,914.87 Cr14.14%15.22%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-Growth₹38.03₹78.05 Cr18.04%-
Sundaram Long Term Tax Advantage Fund Series IV Regular-Growth₹37.48₹23.09 Cr19.28%-
Sundaram Large Cap Fund Regular-Growth₹20.78₹3,062.98 Cr9.11%11.86%
Sundaram Large Cap Fund Direct-Growth₹22.58₹3,062.98 Cr10.57%13.19%
Sundaram Flexi Cap Fund Regular-Growth₹14.53₹1,990.15 Cr--
Sundaram Income Plus Arbitrage Active FoF Regular-Growth₹10.31₹67.36 Cr--
Sundaram Conservative Hybrid Fund-Growth₹29.43₹18.69 Cr6.31%6.02%
Sundaram Income Plus Arbitrage Active FoF Direct-Growth₹10.32₹67.36 Cr--
Sundaram Equity Savings Fund Direct-Growth₹83.74₹1,044.03 Cr10.07%9.79%
Sundaram Dividend Yield Fund Direct-Growth₹144.83₹819.54 Cr12.06%14.69%
Sundaram Ultra Short Duration Fund Direct-Growth₹3,125.73₹1,971.83 Cr6.50%6.01%
Sundaram Conservative Hybrid Fund Direct Plan-Growth₹32.69₹18.69 Cr7.27%7.02%
Sundaram ELSS Tax Saver Fund Direct₹539.04₹1,280.74 Cr12.09%12.88%
Sundaram Arbitrage Fund Regular-IDCW₹12.67₹649.72 Cr5.58%4.43%
Sundaram Global Brand Theme - Equity Active FoF Direct-IDCW₹39.61₹163.43 Cr12.12%13.83%
Sundaram Multi Asset Allocation Fund Direct-IDCW₹13.62₹3,286.29 Cr--
Sundaram Overnight Fund Regular-IDCW₹1,043.65₹853.63 Cr5.52%-
Sundaram Arbitrage Fund Direct-IDCW₹13.25₹649.72 Cr6.31%5.11%
Sundaram Overnight Fund Direct-IDCW₹1,048.87₹853.63 Cr5.61%-
Sundaram Multi Asset Allocation Fund Regular-IDCW₹13.12₹3,286.29 Cr--
Sundaram Global Brand Theme - Equity Active FoF Regular-IDCW₹34.53₹163.43 Cr10.99%12.94%
Sundaram Business Cycle Fund Direct-IDCW₹11.58₹1,650.24 Cr--
Sundaram Flexi Cap Fund Regular-IDCW₹12.01₹1,990.15 Cr--
Sundaram Multi-Factor Fund Direct-IDCW₹9.92₹917.22 Cr--
Sundaram Flexi Cap Fund Direct-IDCW₹12.74₹1,990.15 Cr--
Sundaram Business Cycle Fund Regular-IDCW₹11.22₹1,650.24 Cr--
Sundaram Multi-Factor Fund Regular-IDCW₹9.76₹917.22 Cr--
Sundaram Income Plus Arbitrage Active FoF Regular-IDCW₹10.31₹67.36 Cr--
Sundaram Income Plus Arbitrage Active FoF Direct-IDCW₹10.32₹67.36 Cr--
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular-IDCW₹30.54₹37.28 Cr18.10%-
Sundaram Large Cap Fund Regular-IDCW₹15.06₹3,062.98 Cr9.11%11.86%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular-IDCW₹32.25₹78.05 Cr17.82%-
Sundaram Financial Services Opportunities Fund Direct-IDCW₹34.62₹1,681.38 Cr16.07%15.62%
Sundaram Large and Mid Cap Fund Direct-IDCW₹35.84₹6,990.73 Cr14.38%15.96%
Sundaram Consumption Fund Regular-IDCW₹24.05₹1,422.23 Cr11.11%11.45%
Sundaram Small Cap Fund Regular-IDCW₹37.56₹3,871.80 Cr17.75%15.15%
Sundaram Infrastructure Advantage Fund Direct-IDCW₹63.69₹999.72 Cr18.47%15.58%
Sundaram Services Fund Direct-IDCW₹23.84₹4,933.98 Cr16.52%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct-IDCW₹31.29₹37.28 Cr18.23%-
Sundaram Services Fund Regular-IDCW₹21.74₹4,933.98 Cr15.09%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct-IDCW₹33.35₹78.05 Cr18.04%-
Sundaram Consumption Fund Direct-IDCW₹27.06₹1,422.23 Cr12.11%12.40%
Sundaram Mid Cap Fund Direct-IDCW₹77.52₹14,026.07 Cr19.37%15.99%
Sundaram Small Cap Fund Direct-IDCW₹43.20₹3,871.80 Cr19.09%16.30%
Sundaram Large and Mid Cap Fund-IDCW₹30.85₹6,990.73 Cr13.12%14.69%
Sundaram Infrastructure Advantage Fund Regular-IDCW₹58.94₹999.72 Cr17.81%14.92%
Sundaram Mid Cap Fund Regular-IDCW₹69.41₹14,026.07 Cr18.36%15.07%
Sundaram Financial Services Opportunities Fund Regular-IDCW₹29.76₹1,681.38 Cr14.45%14.26%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct-IDCW₹30.69₹31.62 Cr17.80%-
Sundaram Large Cap Fund Direct-IDCW₹16.40₹3,062.98 Cr10.57%13.19%
Sundaram Nifty 100 Equal Weight Fund-IDCW₹75.01₹142.37 Cr12.82%12.02%
Sundaram Nifty 100 Equal Weight Fund Direct-IDCW₹79.41₹142.37 Cr13.34%12.57%
Sundaram Long Term Tax Advantage Fund Series IV Direct-IDCW₹35.18₹23.09 Cr19.53%-
Sundaram Long Term Tax Advantage Fund Series IV Regular-IDCW₹34.39₹23.09 Cr19.28%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct-IDCW₹30.01₹37.07 Cr18.29%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular-IDCW₹28.51₹37.07 Cr18.00%-
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular-IDCW₹29.74₹31.62 Cr17.54%-
Sundaram Long Term Tax Advantage Fund Series III Direct-IDCW₹31.75₹34.84 Cr19.49%-
Sundaram Long Term Tax Advantage Fund Series III Regular-IDCW₹30.64₹34.84 Cr19.21%-
Sundaram Focused Fund Direct-IDCW Half Yearly₹42.61₹1,053.04 Cr11.31%14.08%
Sundaram Focused-IDCW Half Yearly₹38.78₹1,053.04 Cr10.18%13.07%
Sundaram Equity Savings Fund-IDCW Half Yearly₹14.26₹1,044.03 Cr8.30%8.19%
Sundaram Dividend Yield Fund-IDCW Half Yearly₹35.66₹819.54 Cr10.84%13.78%
Sundaram Multi Cap Fund-IDCW Half Yearly₹63.81₹2,914.87 Cr12.87%14.00%
Sundaram Multi Cap Fund Direct-IDCW Half Yearly₹86.99₹2,914.87 Cr14.14%15.22%
Sundaram Equity Savings Fund Direct-IDCW Half Yearly₹15.54₹1,044.03 Cr10.07%9.79%
Sundaram Dividend Yield Fund Direct-IDCW Half Yearly₹60.45₹819.54 Cr12.06%14.69%
Sundaram ELSS Tax Saver Direct-IDCW Half Yearly₹516.20₹1,280.74 Cr12.09%12.88%
Sundaram ELSS Tax Saver Regular-IDCW Half Yearly₹385.50₹1,280.74 Cr11.50%12.30%
Sundaram Ultra Short Duration Fund Regular-IDCW Monthly₹1,075.86₹1,971.83 Cr5.20%4.91%
Sundaram Short Duration Fund-IDCW Monthly₹13.13₹184.09 Cr7.45%6.06%
Sundaram Banking & PSU Fund Direct-IDCW Monthly₹11.51₹280.44 Cr6.02%6.56%
Sundaram Aggressive Hybrid Fund-IDCW Monthly₹24.94₹8,940.52 Cr9.34%10.82%
Sundaram Banking & PSU Fund Regular-IDCW Monthly₹11.53₹280.44 Cr5.86%6.42%
Sundaram Short Duration Fund Direct-IDCW Monthly₹13.27₹184.09 Cr8.07%6.77%
Sundaram Balanced Advantage Fund Direct-IDCW Monthly₹17.82₹1,663.71 Cr9.66%10.49%
Sundaram Balanced Advantage Fund-IDCW Monthly₹14.36₹1,663.71 Cr8.01%8.86%
Sundaram Liquid Direct-IDCW Monthly₹1,052.33₹6,365.24 Cr6.26%6.05%
Sundaram Low Duration Fund Direct-IDCW Monthly₹1,124.00₹385.22 Cr8.10%6.38%
Sundaram Low Duration Fund-IDCW Monthly₹1,102.06₹385.22 Cr7.31%5.71%
Sundaram Liquid-IDCW Monthly₹1,049.34₹6,365.24 Cr6.10%5.93%
Sundaram Aggressive Hybrid Fund Direct-IDCW Monthly₹39.13₹8,940.52 Cr10.62%12.10%
Sundaram Money Market Fund Direct-IDCW Monthly₹11.33₹1,240.16 Cr6.39%-
Sundaram Ultra Short Duration Fund Direct-IDCW Monthly₹1,094.92₹1,971.83 Cr6.50%6.01%
Sundaram Money Market Fund Regular-IDCW Monthly₹11.29₹1,240.16 Cr6.27%-
Sundaram Conservative Hybrid Fund Direct Plan-IDCW Quarterly₹20.54₹18.69 Cr7.27%7.02%
Sundaram Corporate Bond Fund Regular-IDCW Quarterly₹18.94₹628.24 Cr5.92%7.01%
Sundaram Medium Duration Fund Regular-IDCW Quarterly₹13.32₹34.70 Cr4.22%5.23%
Sundaram Conservative Hybrid Fund-IDCW Quarterly₹18.38₹18.69 Cr6.31%6.02%
Sundaram Corporate Bond Fund Direct-IDCW Quarterly₹19.61₹628.24 Cr6.17%7.35%
Sundaram Medium Duration Fund Direct-IDCW Quarterly₹27.33₹34.70 Cr5.16%6.19%

FAQs

  • What is the objective of Sundaram Mutual Fund?

    The primary objective of Sundaram Mutual Fund is to help investors achieve their financial goals through professionally managed investment schemes. By offering a diverse range of funds across categories like Equity, Hybrid, Debt, Sundaram Mutual Fund aims to balance risk and reward, ensuring long-term capital growth and wealth creation.
  • How many mutual fund schemes does Sundaram Mutual Fund offer?

    Sundaram Mutual Fund currently manages 156 active schemes across various categories, including equity, debt, hybrid, and index funds. This variety enables investors to choose schemes based on their investment horizon and risk appetite.
  • Which Sundaram Mutual Fund scheme has the highest AUM?

    As of the latest data, Sundaram Mid Cap Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹14,026.07 Cr, reflecting strong investor confidence.
  • Which are the best Sundaram Mutual Fund schemes for short-term investment (up to 1 Year)?

    The best-performing Sundaram Mutual Fund short-term funds are:
    • Sundaram Small Cap Fund Direct-Growth has delivered 16.38% (3 Months) returns.
    • Sundaram Small Cap Fund Direct-Growth has achieved 14.72% (6 Months) returns.
    • Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has recorded 23.67% (1 Year) returns.
  • Which are the best Sundaram Mutual Fund schemes for mid-term investment (2 to 5 Years)?

    The top-performing Sundaram Mutual Fund mid-term funds include:
    • Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered 18.54% (2 Years) returns.
    • Sundaram Mid Cap Fund Direct-Growth has achieved 23.00% (3 Years) returns.
    • Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth has recorded 19.53% (5 Years) returns.
  • Which are the best Sundaram Mutual Fund schemes for long-term investment (7 to 20 Years)?

    The best Sundaram Mutual Fund long-term funds based on performance are:
    • Sundaram Small Cap Fund Direct-Growth has delivered 22.91% (7 Years) returns.
    • Sundaram Small Cap Fund Direct-Growth has achieved 16.30% (10 Years) returns.
    • Sundaram Small Cap Fund Regular-Growth has recorded 16.48% (15 Years) returns.
    • Sundaram Small Cap Fund Regular-Growth has posted 16.28% (20 Years) returns.
  • Which Sundaram Mutual Fund has the highest and lowest expense ratio?

    Among all active schemes:
    • Sundaram Multi-Factor Fund Regular-Growth has the highest expense ratio of 3.10%.
    • Sundaram Overnight Fund Direct-Growth has the lowest expense ratio of 0.08%.

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