Fund house · Sept 2026
Sundaram Mutual Fund
Every Sundaram scheme with a portfolio, largest first.
- Schemes
- 39
- Reported
- 29
- AUMDown by 7.7% on the month before
- ₹77,453 Cr
- In stocks
- 91.2%
- New this month
- 0
- Largest
- Sundaram Mid Cap Fund
- Lead managers
- 9
- Median TER
- 1.04%
- Median 1y return
- +1.1%
- Beat benchmark (3y)
- 54.3%
- Equity65.8%
- Hybrid20.4%
- Debt13.6%
- Passive0.2%
equity: 65.8% of it
try “flexi” or “nifty”
Mid Cap | 72 | 13,854 | 1.05% | 95.6% | −0.1% | +16.4% | +14.9% | Aug '16 | Sep '26 | ||
Aggressive Hybrid | 58 | 8,793 | 1.14% | 74.3% | −5.1% | +8.3% | +7.3% | Jan '19 | Sep '26 | ||
Large & Mid Cap | 37 | 7,131 | 1.29% | 96.7% | +3.1% | +13.4% | +10.6% | Aug '16 | Sep '26 | ||
Liquid | – | 6,727 | 0.14% | – | +6.6% | +7.0% | +6.4% | Jan '19 | Aug '25 | ||
Sectoral / Thematic | 54 | 4,999 | 0.85% | 96.4% | −0.4% | +13.0% | +11.7% | Oct '18 | Sep '26 | ||
Small Cap | 75 | 4,107 | 0.99% | 95.9% | +11.3% | +15.5% | +14.9% | Aug '16 | Sep '26 | ||
Multi Asset Allocation | 54 | 3,205 | 0.78% | 67.7% | −0.5% | – | – | Jan '24 | Sep '26 | ||
Multi Cap | 80 | 2,901 | 1.24% | 97.0% | −3.0% | +11.6% | +10.1% | Jan '19 | Sep '26 | ||
Large Cap | 40 | 2,866 | 0.86% | 99.5% | −5.5% | +6.7% | +6.8% | Oct '20 | Sep '26 | ||
Ultra Short Term | – | 2,108 | 0.23% | – | +6.6% | +7.3% | +6.7% | Jan '19 | Aug '25 | ||
Flexi Cap | 53 | 1,837 | 0.86% | 99.3% | −7.8% | +7.7% | – | Sep '22 | Sep '26 | ||
Sectoral / Thematic | 36 | 1,716 | 1.09% | 97.1% | −1.0% | – | – | Jul '24 | Sep '26 | ||
Sectoral / Thematic | 28 | 1,614 | 0.91% | 97.1% | +2.5% | +11.7% | +12.9% | Aug '16 | Sep '26 | ||
Balanced Advantage | 62 | 1,596 | 1.13% | 79.0% | −3.5% | +7.6% | +7.5% | Jan '19 | Sep '26 | ||
Sectoral / Thematic | 34 | 1,408 | 1.71% | 96.6% | −9.5% | +7.2% | +9.3% | Aug '16 | Sep '26 | ||
Value | 48 | 1,217 | 1.77% | 98.9% | −8.8% | +5.6% | +6.4% | Aug '16 | Sep '26 | ||
Tax Saver (ELSS) | 55 | 1,212 | 1.77% | 97.8% | −8.4% | +7.2% | +7.6% | Jan '19 | Sep '26 | ||
Focused | 29 | 1,032 | 1.35% | 95.5% | −0.5% | +9.4% | +8.3% | Jan '19 | Sep '26 | ||
Equity Savings | 62 | 943 | 1.33% | 79.4% | −0.8% | +8.3% | +8.4% | Jan '19 | Sep '26 | ||
Sectoral / Thematic | 53 | 922 | 1.80% | 97.2% | −0.0% | +14.2% | +13.6% | Aug '16 | Sep '26 | ||
Sectoral / Thematic | 68 | 790 | 1.65% | 99.7% | −8.4% | – | – | Jul '25 | Sep '26 | ||
Dividend Yield | – | 57 | 757 | – | 96.8% | −8.2% | +8.5% | +8.3% | Jan '19 | Sep '26 | |
Corporate Bond | – | 619 | 0.33% | – | +4.3% | +7.1% | +6.0% | Jan '19 | Apr '19 | ||
Arbitrage | 49 | 539 | 0.98% | 70.0% | +6.7% | +7.2% | +6.5% | Jan '19 | Sep '26 | ||
Ultra Short to Short Term | – | 381 | 0.40% | – | +6.0% | +7.3% | +6.7% | Jan '19 | Aug '25 | ||
Short Term | – | 176 | 0.28% | – | +5.2% | +7.5% | +6.6% | Jan '19 | Nov '21 | ||
Index Funds | 100 | 140 | 0.76% | 99.3% | −2.3% | +12.5% | +9.3% | Jan '19 | Sep '26 | ||
Tax Saver (ELSS) | 40 | 75.1 | 1.04% | 97.2% | +2.5% | +10.1% | +13.1% | Nov '16 | Sep '26 | ||
Tax Saver (ELSS) | 39 | 35.8 | 0.98% | 97.2% | +2.5% | +10.4% | +13.1% | Sep '17 | Sep '26 | ||
Tax Saver (ELSS) | 40 | 35.7 | 1.12% | 97.9% | +2.3% | +10.1% | +13.2% | Mar '17 | Sep '26 | ||
Tax Saver (ELSS) | 40 | 33.8 | 1.01% | 96.7% | +4.6% | +11.4% | +15.0% | Apr '18 | Sep '26 | ||
Tax Saver (ELSS) | 41 | 30.8 | 1.01% | 97.1% | +3.2% | +10.9% | +12.9% | Aug '17 | Sep '26 | ||
Tax Saver (ELSS) | 39 | 21.6 | 1.04% | 97.6% | +4.1% | +11.5% | +15.0% | Jul '18 | Sep '26 | ||
Conservative Hybrid | 22 | 18.3 | 1.14% | 17.8% | −1.4% | +5.3% | +5.0% | Oct '18 | Sep '26 | ||
Tax Saver (ELSS) | – | – | – | – | – | – | – | Aug '16 | Feb '26 |