Sundaram Mutual Fund
All 40 current funds of Sundaram Mutual Fund, with NAV up to 23 Oct 2026. Figures are for each fund's Direct Growth version, or the nearest equivalent. Returns depend on the kind of fund, so compare a fund only with others in its category.
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Fund House PosiPenta
Five pillars worked out by PositoAI's own method from this house's current funds: what they hold, how they did against their categories, and how steady they were.
Data incomplete40current funds
29categories
2013oldest NAV history from
Equity 22 funds · Invest mainly in shares
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IIIClose Ended · since Apr 2018 | 28.02 | -4.4% | +9.0% | +13.6% |
| Sundaram Long Term Tax Advantage Fund Series IVClose Ended · since Jul 2018 | 32.39 | -5.1% | +8.9% | +13.6% |
| Sundaram Long Term Micro Cap Tax Advantage Series VClose Ended · since Jul 2017 | 27.27 | -5.2% | +8.7% | +11.8% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series ViClose Ended · since Oct 2017 | 27.04 | -5.7% | +8.4% | +12.1% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IIIClose Ended · since Nov 2016 | 32.19 | -5.2% | +8.0% | +12.1% |
| Sundaram ELSS Tax Saver Fundsince Jan 2022 | 491.74 | -12.1% | +7.2% | — |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series IVClose Ended · since Mar 2017 | 27.14 | -5.8% | +6.3% | +11.2% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)since Apr 2014 | 98.48 | -4.4% | +13.5% | +13.0% |
| Sundaram Services Fundsince Sep 2018 | 37.47 | -4.5% | +11.8% | +11.0% |
| Sundaram Financial Services Opportunities Fundsince Jan 2013 | 115.21 | -4.5% | +10.6% | +11.2% |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)since Jan 2013 | 95.75 | -14.5% | +6.0% | +9.0% |
| Sundaram Business Cycle Fundsince Jun 2024 | 10.34 | -9.4% | — | — |
| Sundaram Multi-Factor Fundsince Jul 2025 | 9.17 | -11.4% | — | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)since Jan 2022 | 136.42 | -10.2% | +8.7% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Flexicap Fundsince Sep 2022 | 14.06 | -11.5% | +7.7% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)since Jan 2022 | 173.54 | -4.1% | +9.6% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Large and Midcap Fundsince Jan 2013 | 94.24 | -4.9% | +11.8% | +9.3% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund)since Oct 2020 | 21.34 | -8.0% | +7.1% | +6.5% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Mid Cap Fundsince Jan 2013 | 1,469.48 | -5.8% | +15.4% | +14.2% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)since Jan 2022 | 402.14 | -8.7% | +10.8% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Small Cap Fundsince Jan 2013 | 37.17 | -4.1% | +3.6% | +5.9% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Value Fundsince Jan 2013 | 209.59 | -12.0% | +5.8% | +6.1% |
Hybrid 6 funds · A mix of shares and bonds
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)since Jan 2022 | 173.24 | -8.7% | +7.7% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)since Jan 2022 | 16.60 | +7.0% | +7.3% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)since Jan 2022 | 39.45 | -6.9% | +7.0% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)since Jan 2013 | 32.19 | -2.0% | +5.3% | +4.9% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)since Jan 2022 | 81.45 | -2.7% | +8.3% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Multi Asset Allocation Fundsince Jan 2024 | 12.76 | -5.0% | — | — |
Debt 9 funds · Invest mainly in bonds and loans
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)since Jan 2013 | 46.36 | +3.9% | +6.8% | +5.9% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Corporate Bond Fundsince May 2013 | 43.97 | +3.5% | +6.8% | +5.9% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)since Jan 2022 | 2,526.71 | +6.5% | +6.9% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)since Jan 2013 | 80.09 | +2.4% | +5.8% | +4.7% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Money Market Fundsince Sep 2018 | 16.39 | +6.3% | +7.2% | +6.5% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Overnight Fundsince Mar 2019 | 1,472.10 | +5.2% | +6.0% | +5.7% |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)since Jan 2022 | 51.23 | +4.6% | +7.3% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund)since Jan 2022 | 3,178.99 | +6.3% | +7.2% | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund)since Jan 2022 | 4,004.99 | +5.6% | +7.2% | — |
Index Funds 1 fund · Copy an index by rules
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)since Jan 2022 | 178.49 | -5.9% | +12.1% | — |
Fund of Funds 2 funds · Invest in other funds
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Income Plus Arbitrage Active FoFsince Jan 2026 | 10.43 | — | — | — |
| Fund | NAV (₹) | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Sundaram Global Brand Theme-Equity Active FOFsince Jan 2013 | 47.80 | +15.0% | +20.4% | +12.3% |
Returns up to 1 year are simple %; 3 and 5 years are yearly averages (compounded). Within each category, funds are listed by 3-year return. A dash means the fund is too young for that period. Past returns do not indicate future returns.