Sundaram equity funds, with their category ranks
Direct plans, growth option. Annualised returns to 09 Oct 2026. The rank is each fund's place among the funds of its own category.
| Fund | Category | 1 year | 3 years | 5 years | Rank in category |
|---|---|---|---|---|---|
| Sundaram Dividend Yield Fund | Dividend Yield | -8.2% | 8.5% | n/a | 9 of 9, 3 years |
| Sundaram ELSS Tax Saver Fund | ELSS | -8.4% | 7.2% | n/a | 32 of 37, 3 years |
| Sundaram Flexicap Fund | Flexi Cap | -7.8% | 7.7% | n/a | 34 of 36, 3 years |
| Sundaram Focused Fund | Focused | -0.5% | 9.4% | n/a | 19 of 27, 3 years |
| Sundaram Large and Midcap Fund | Large & Mid Cap | 3.1% | 13.4% | 10.8% | 14 of 26, 5 years |
| Sundaram Large Cap Fund | Large Cap | -5.5% | 6.8% | 6.8% | 21 of 27, 5 years |
| Sundaram Mid Cap Fund | Mid Cap | -0.1% | 16.4% | 14.9% | 7 of 21, 5 years |
| Sundaram Multi Cap Fund | Multi Cap | -3.0% | 11.6% | n/a | 19 of 22, 3 years |
| Sundaram Small Cap Fund | Small Cap | 11.3% | 15.5% | 14.7% | 10 of 21, 5 years |
| Sundaram Value Fund | Value | -8.8% | 5.6% | 6.5% | 16 of 16, 5 years |
Of its 5 equity funds with a five year record, 2 sit in the upper half of their category by return.
Sundaram debt funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Banking and PSU Debt Fund | Banking and PSU | 4.5% | 7.1% | 6.0% |
| Sundaram Corporate Bond Fund | Corporate Bond | 4.3% | 7.1% | 6.1% |
| Sundaram Liquid Fund | Liquid | 6.6% | 7.0% | n/a |
| Sundaram Medium Term Fund | Medium Duration | 3.0% | 6.0% | 4.8% |
| Sundaram Money Market Fund | Money Market | 6.5% | 7.3% | 6.6% |
| Sundaram Overnight Fund | Overnight | 5.3% | 6.0% | 5.7% |
| Sundaram Short Term Fund | Short Duration | 5.2% | 7.5% | n/a |
| Sundaram Ultra Short Term Fund | Ultra Short Duration | 6.6% | 7.3% | n/a |
| Sundaram Ultra Short to Short Term Fund | Low Duration | 6.0% | 7.3% | n/a |
Sundaram fund of funds funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Global Brand Theme-Equity Active FOF | Overseas Fund of Funds | 15.0% | 20.0% | 12.8% |
Sundaram hybrid funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund | Aggressive Hybrid | -5.1% | 8.3% | n/a |
| Sundaram Arbitrage Fund | Arbitrage | 6.7% | 7.2% | n/a |
| Sundaram Conservative Hybrid Fund | Conservative Hybrid | -1.4% | 5.3% | 5.0% |
| Sundaram Dynamic Asset Allocation Fund | Balanced Advantage | -3.5% | 7.6% | n/a |
| Sundaram Equity Savings Fund | Equity Savings | -0.8% | 8.4% | n/a |
| Sundaram Multi Asset Allocation Fund | Multi Asset Allocation | -0.5% | n/a | n/a |
Sundaram index funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Nifty 100 Equal Weight Fund | Index | -2.3% | 12.5% | n/a |
Sundaram sector and theme funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Business Cycle Fund | Sectoral and Thematic | -1.0% | n/a | n/a |
| Sundaram Consumption Fund | Sectoral and Thematic | -9.5% | 7.2% | 9.4% |
| Sundaram Financial Services Opportunities Fund | Sectoral and Thematic | 2.5% | 11.7% | 12.9% |
| Sundaram Infrastructure Advantage Fund | Sectoral and Thematic | 0.0% | 14.2% | 13.6% |
| Sundaram Multi-Factor Fund | Sectoral and Thematic | -8.4% | n/a | n/a |
| Sundaram Services Fund | Sectoral and Thematic | -0.4% | 13.0% | 11.7% |
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Questions
How many schemes does Sundaram Mutual Fund have?
This page lists 33 Sundaram schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 10 are diversified equity funds. Exchange traded funds and newer funds are not included.
Which Sundaram mutual fund has given the highest return?
Over the five years to 09 Oct 2026, Sundaram Mid Cap Fund returned the most among Sundaram funds: 14.9% a year in its direct plan. Funds in different categories carry different risk, so this is not a like-for-like comparison, and past returns do not tell you which fund will lead next.
How are Sundaram funds ranked here?
Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.