Sundaram Mutual Fund Mutual Funds

82 Direct-plan funds ranked by BullWiser Honest Score — returns, costs, and quality ratings.

82
Funds
30
Categories
1
High Quality
Debt Scheme - Banking and PSU FundDebt Scheme - Corporate Bond FundDebt Scheme - Liquid FundDebt Scheme - Low Duration FundDebt Scheme - Medium Duration FundDebt Scheme - Money Market FundDebt Scheme - Overnight FundDebt Scheme - Short Duration FundDebt Scheme - Ultra Short Duration FundELSSEquity Scheme - Dividend Yield FundEquity Scheme - ELSSEquity Scheme - Flexi Cap FundEquity Scheme - Focused FundEquity Scheme - Large & Mid Cap FundEquity Scheme - Large Cap FundEquity Scheme - Mid Cap FundEquity Scheme - Multi Cap FundEquity Scheme - Sectoral/ ThematicEquity Scheme - Small Cap FundEquity Scheme - Value FundHybrid Scheme - Aggressive Hybrid FundHybrid Scheme - Arbitrage FundHybrid Scheme - Conservative Hybrid FundHybrid Scheme - Dynamic Asset Allocation or Balanced AdvantageHybrid Scheme - Equity SavingsHybrid Scheme - Multi Asset AllocationOther Scheme - FoF DomesticOther Scheme - FoF OverseasOther Scheme - Index Funds
7.5 ✅ High Quality
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund)
Hybrid Scheme - Arbitrage Fund
6.8% 1Y · 7.4% 3Y
7.3 🟡 Average
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)
Debt Scheme - Liquid Fund
6.4% 1Y · 7.0% 3Y
7.3 🟡 Average
Sundaram Overnight Fund Direct Plan
Debt Scheme - Overnight Fund
5.3% 1Y · 6.1% 3Y
7.1 🟡 Average
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)
Debt Scheme - Ultra Short Duration Fund
6.3% 1Y · 7.3% 3Y
6.9 🟡 Average
Sundaram Global Brand Theme-Equity Active FOF
Other Scheme - FoF Overseas
26.1% 1Y · 17.6% 3Y
6.8 🟡 Average
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)
Debt Scheme - Low Duration Fund
6.0% 1Y · 7.3% 3Y
6.3 🟡 Average
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan
Debt Scheme - Banking and PSU Fund
5.1% 1Y · 7.2% 3Y
6.2 🟡 Average
Sundaram Income Plus Arbitrage Active FoF Fund
Other Scheme - FoF Domestic
3.2% 1Y · 1.1% 3Y
6.2 🟡 Average
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)
Other Scheme - Index Funds
5.2% 1Y · 15.5% 3Y
6.0 🟡 Average
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)
Debt Scheme - Short Duration Fund
5.5% 1Y · 7.5% 3Y
6.0 🟡 Average
Sundaram Services Fund Direct Plan
Equity Scheme - Sectoral/ Thematic
3.8% 1Y · 16.2% 3Y
6.0 🟡 Average
Sundaram Long Term Tax Advantage Fund Series III Direct Plan
ELSS
9.0% 1Y · 17.0% 3Y
6.0 🟡 Average
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan
ELSS
8.8% 1Y · 17.1% 3Y
5.8 🟠 Below Avg
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan
Equity Scheme - Large Cap Fund
-1.1% 1Y · 8.9% 3Y
5.7 🟠 Below Avg
Sundaram Mid Cap Fund Direct Plan
Equity Scheme - Mid Cap Fund
7.3% 1Y · 21.9% 3Y
5.7 🟠 Below Avg
Sundaram Financial Services Opportunities Fund Direct Plan
Equity Scheme - Sectoral/ Thematic
5.8% 1Y · 15.6% 3Y
5.7 🟠 Below Avg
Sundaram Infrastructure Advantage Fund Direct Plan
Equity Scheme - Sectoral/ Thematic
6.1% 1Y · 19.5% 3Y
5.7 🟠 Below Avg
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Hybrid Scheme - Equity Savings
1.9% 1Y · 9.9% 3Y
5.6 🟠 Below Avg
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan
Hybrid Scheme - Conservative Hybrid Fund
-0.1% 1Y · 5.8% 3Y
5.4 🟠 Below Avg
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Equity Scheme - Dividend Yield Fund
-1.8% 1Y · 12.1% 3Y
5.4 🟠 Below Avg
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Equity Scheme - Multi Cap Fund
1.1% 1Y · 15.0% 3Y
5.4 🟠 Below Avg
Sundaram Multi Asset Allocation Fund Direct Plan Growth
Hybrid Scheme - Multi Asset Allocation
7.8% 1Y · 10.6% 3Y
5.1 🟠 Below Avg
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan
ELSS
5.7% 1Y · 15.9% 3Y
5.1 🟠 Below Avg
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan
ELSS
4.8% 1Y · 16.0% 3Y
5.1 🟠 Below Avg
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan
ELSS
6.0% 1Y · 16.7% 3Y
5.0 🟠 Below Avg
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund)
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
0.7% 1Y · 9.4% 3Y
4.9 🟠 Below Avg
Sundaram Global Brand Theme-Equity Active FOF
Other Scheme - FoF Overseas
24.9% 1Y · 16.5% 3Y
4.8 🟠 Below Avg
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan
ELSS
5.7% 1Y · 16.0% 3Y
4.8 🟠 Below Avg
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan
ELSS
8.6% 1Y · 16.8% 3Y
4.7 🟠 Below Avg
Sundaram Money Market Fund Direct Plan
Debt Scheme - Money Market Fund
6.2% 1Y · 7.2% 3Y
4.7 🟠 Below Avg
Sundaram Flexicap Fund Direct Growth
Equity Scheme - Flexi Cap Fund
-2.0% 1Y · 10.8% 3Y
4.7 🟠 Below Avg
Sundaram Small Cap Fund Direct Plan
Equity Scheme - Small Cap Fund
9.1% 1Y · 19.3% 3Y
4.7 🟠 Below Avg
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Hybrid Scheme - Aggressive Hybrid Fund
-0.8% 1Y · 10.4% 3Y
4.6 🟠 Below Avg
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan
Equity Scheme - Sectoral/ Thematic
-5.7% 1Y · 10.3% 3Y
4.5 🟠 Below Avg
Sundaram Corporate Bond Fund Direct Plan
Debt Scheme - Corporate Bond Fund
4.9% 1Y · 7.2% 3Y
4.5 🟠 Below Avg
Sundaram Infrastructure Advantage Fund Regular Plan
Equity Scheme - Sectoral/ Thematic
5.4% 1Y · 18.8% 3Y
4.5 🟠 Below Avg
Sundaram Services Fund Regular Plan
Equity Scheme - Sectoral/ Thematic
2.7% 1Y · 14.9% 3Y
4.5 🟠 Below Avg
Sundaram Long Term Tax Advantage Fund Series III Regular Plan
ELSS
8.7% 1Y · 16.7% 3Y
4.4 ❌ Poor
Sundaram ELSS Tax Saver Fund Direct Plan Growth
Equity Scheme - ELSS
-2.7% 1Y · 10.3% 3Y
4.4 ❌ Poor
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Equity Scheme - Focused Fund
1.7% 1Y · 10.9% 3Y
4.4 ❌ Poor
Sundaram Business Cycle Fund Direct Plan Growth
Equity Scheme - Sectoral/ Thematic
1.3% 1Y · 4.5% 3Y
4.3 ❌ Poor
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)
Debt Scheme - Liquid Fund
6.2% 1Y · 6.8% 3Y
4.3 ❌ Poor
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan
Debt Scheme - Medium Duration Fund
4.0% 1Y · 6.1% 3Y
4.3 ❌ Poor
Sundaram Money Market Fund Regular Plan
Debt Scheme - Money Market Fund
6.1% 1Y · 7.1% 3Y
4.3 ❌ Poor
Sundaram Overnight Fund Regular Plan
Debt Scheme - Overnight Fund
5.2% 1Y · 6.0% 3Y
4.3 ❌ Poor
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund)
Hybrid Scheme - Arbitrage Fund
6.0% 1Y · 6.6% 3Y
4.2 ❌ Poor
Sundaram Multi-Factor Fund
Equity Scheme - Sectoral/ Thematic
-1.3% 1Y · -0.4% 3Y
4.2 ❌ Poor
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Hybrid Scheme - Equity Savings
0.4% 1Y · 8.2% 3Y
4.2 ❌ Poor
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)
Other Scheme - Index Funds
4.7% 1Y · 14.9% 3Y
4.1 ❌ Poor
Sundaram Large and Midcap Fund Direct Plan
Equity Scheme - Large & Mid Cap Fund
6.7% 1Y · 15.3% 3Y
4.0 ❌ Poor
Sundaram Value Fund Direct Plan
Equity Scheme - Value Fund
-3.9% 1Y · 8.2% 3Y
3.9 ❌ Poor
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)
Debt Scheme - Low Duration Fund
5.2% 1Y · 6.6% 3Y
3.9 ❌ Poor
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)
Debt Scheme - Short Duration Fund
5.0% 1Y · 6.9% 3Y
3.9 ❌ Poor
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)
Debt Scheme - Ultra Short Duration Fund
5.1% 1Y · 6.0% 3Y
3.9 ❌ Poor
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Equity Scheme - Multi Cap Fund
-5.9% 1Y · 7.0% 3Y
3.9 ❌ Poor
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)
Equity Scheme - Multi Cap Fund
0.0% 1Y · 13.8% 3Y
3.9 ❌ Poor
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan
ELSS
5.8% 1Y · 16.4% 3Y
3.7 ❌ Poor
Sundaram Mid Cap Fund Regular Plan
Equity Scheme - Mid Cap Fund
6.4% 1Y · 20.8% 3Y
3.7 ❌ Poor
Sundaram Financial Services Opportunities Fund Regular Plan
Equity Scheme - Sectoral/ Thematic
4.4% 1Y · 14.1% 3Y
3.6 ❌ Poor
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan
ELSS
5.4% 1Y · 15.6% 3Y
3.6 ❌ Poor
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan
ELSS
5.5% 1Y · 15.8% 3Y
3.6 ❌ Poor
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan
ELSS
4.5% 1Y · 15.8% 3Y
3.5 ❌ Poor
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)
Equity Scheme - Dividend Yield Fund
-2.9% 1Y · 10.7% 3Y
3.5 ❌ Poor
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan
Equity Scheme - Large Cap Fund
-2.4% 1Y · 7.5% 3Y
3.5 ❌ Poor
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Hybrid Scheme - Aggressive Hybrid Fund
-1.9% 1Y · 9.2% 3Y
3.5 ❌ Poor
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
-0.8% 1Y · 7.8% 3Y
3.5 ❌ Poor
Sundaram Multi Asset Allocation Fund Regular Plan Growth
Hybrid Scheme - Multi Asset Allocation
6.3% 1Y · 9.2% 3Y
3.3 ❌ Poor
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan
Debt Scheme - Banking and PSU Fund
4.9% 1Y · 7.0% 3Y
3.2 ❌ Poor
Sundaram ELSS Tax Saver Fund Regular Growth
Equity Scheme - ELSS
-3.2% 1Y · 9.7% 3Y
3.2 ❌ Poor
Sundaram Flexicap Fund Regular Growth
Equity Scheme - Flexi Cap Fund
-3.3% 1Y · 9.2% 3Y
3.0 ❌ Poor
Sundaram Multi-Factor Fund
Equity Scheme - Sectoral/ Thematic
-2.9% 1Y · -1.0% 3Y
3.0 ❌ Poor
Sundaram Income Plus Arbitrage Active FoF Fund
Other Scheme - FoF Domestic
3.0% 1Y · 1.0% 3Y
2.9 ❌ Poor
Sundaram Corporate Bond Fund Regular Plan
Debt Scheme - Corporate Bond Fund
4.6% 1Y · 6.9% 3Y
2.9 ❌ Poor
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)
Equity Scheme - Focused Fund
0.7% 1Y · 9.8% 3Y
2.7 ❌ Poor
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)
Equity Scheme - Multi Cap Fund
-7.0% 1Y · 5.8% 3Y
2.7 ❌ Poor
Sundaram Business Cycle Fund Regular Plan Growth
Equity Scheme - Sectoral/ Thematic
-0.2% 1Y · 3.4% 3Y
2.6 ❌ Poor
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan
Debt Scheme - Medium Duration Fund
3.1% 1Y · 5.2% 3Y
2.6 ❌ Poor
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan
Equity Scheme - Sectoral/ Thematic
-6.6% 1Y · 9.4% 3Y
2.6 ❌ Poor
Sundaram Small Cap Fund Regular Plan
Equity Scheme - Small Cap Fund
7.9% 1Y · 18.0% 3Y
2.6 ❌ Poor
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan
Hybrid Scheme - Conservative Hybrid Fund
-0.9% 1Y · 4.9% 3Y
2.3 ❌ Poor
Sundaram Large and Midcap Fund Regular Plan
Equity Scheme - Large & Mid Cap Fund
5.6% 1Y · 14.1% 3Y
2.0 ❌ Poor
Sundaram Value Fund Regular Plan
Equity Scheme - Value Fund
-4.4% 1Y · 7.6% 3Y

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