Home > Mutual Funds > Fund Houses > Sundaram Mutual Fund
Rolling SIP returns
Rolling SWP returns
Rolling SIP returns with 10% step-up
Rolling SWP returns with 10% step-up
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Note: NAVs and returns updated on 02-Nov-2025.
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Sundaram Mutual Fund funds
Fundwise SIP and SWP returns
Rolling SIP returns
| Fund | Any 1Y SIP | Any 3Y SIP | Any 5Y SIP |
|---|---|---|---|
| Sundaram Multi Factor Fund | 0% | 0% | 0% |
| Sundaram Short Duration Fund | 7.85% | 8.34% | 0% |
| Sundaram Equity Savings Fund | 13.54% | 13.19% | 0% |
| Sundaram Liquid Fund | 7.27% | 7.2% | 0% |
| Sundaram Large Cap Fund | 12.55% | 16.6% | 13.37% |
| Sundaram ELSS Tax Saver Fund | 16.78% | 15.59% | 0% |
| Sundaram Financial Services Opportunities Fund | 20.09% | 18.5% | 17.59% |
| Sundaram Flexicap Fund | 22.29% | 15.52% | 0% |
| Sundaram Ultra Short Duration Fund | 7.56% | 7.65% | 0% |
| Sundaram Business Cycle Fund | 11.45% | 0% | 0% |
| Sundaram Multi Asset Allocation Fund | 13.82% | 0% | 0% |
| Sundaram Infrastructure Advantage Fund | 11.67% | 20.68% | 18.81% |
| Sundaram Focused Fund | 18.65% | 14.33% | 0% |
| Sundaram Value Fund | 13.03% | 16.08% | 15.36% |
| Sundaram Overnight Fund | 5.31% | 5.67% | 5.72% |
| Sundaram Low Duration Fund | 7.57% | 7.92% | 0% |
| Sundaram Corporate Bond Fund | 8.13% | 7.57% | 7.44% |
| Sundaram Multi Cap Fund | 18.94% | 18.3% | 0% |
| Sundaram Small Cap Fund | 16.01% | 24.01% | 23.36% |
| Sundaram Aggressive Hybrid Fund | 13.89% | 14.01% | 0% |
| Sundaram Banking PSU Fund | 7.97% | 7.22% | 6.83% |
| Sundaram Medium Duration Fund | 6.93% | 6.86% | 6.61% |
| Sundaram Global Brand Theme Equity Active FOF | 12.68% | 10.31% | 9.8% |
| Sundaram Nifty 100 Equal Weight Fund | 14.58% | 16.91% | 0% |
| Sundaram Large And Midcap Fund | 16.96% | 17.39% | 17.67% |
| Sundaram Money Market Fund | 6.85% | 5.61% | 5.91% |
| Sundaram Mid Cap Fund | 17.69% | 22.35% | 19.97% |
| Sundaram Banking PSU Fund | 9.03% | 0% | 0% |
| Sundaram Dividend Yield Fund | 18.17% | 16.26% | 0% |
| Sundaram Consumption Fund | 19.12% | 18.78% | 17.07% |
| Sundaram Conservative Hybrid Fund | 8.99% | 9.0% | 8.65% |
| Sundaram Balanced Advantage Fund | 11.98% | 12.3% | 0% |
| Sundaram Arbitrage Fund | 7.58% | 7.5% | 0% |
| Sundaram Services Fund | 21.63% | 22.21% | 23.67% |
Rolling SWP returns
| Fund | Any 1Y SWP | Any 3Y SWP | Any 5Y SWP |
|---|---|---|---|
| Sundaram Multi Factor Fund | 0% | 0% | 0% |
| Sundaram Short Duration Fund | 7.84% | 7.07% | 0% |
| Sundaram Equity Savings Fund | 13.46% | 13.31% | 0% |
| Sundaram Liquid Fund | 7.23% | 6.69% | 0% |
| Sundaram Large Cap Fund | 17.79% | 14.89% | 15.65% |
| Sundaram ELSS Tax Saver Fund | 17.2% | 16.56% | 0% |
| Sundaram Financial Services Opportunities Fund | 13.62% | 12.95% | 12.32% |
| Sundaram Flexicap Fund | 22.54% | 18.16% | 0% |
| Sundaram Ultra Short Duration Fund | 7.52% | 6.91% | 0% |
| Sundaram Business Cycle Fund | 1.82% | 0% | 0% |
| Sundaram Multi Asset Allocation Fund | 10.75% | 0% | 0% |
| Sundaram Infrastructure Advantage Fund | 14.42% | 12.04% | 9.8% |
| Sundaram Focused Fund | 18.93% | 16.43% | 0% |
| Sundaram Value Fund | 10.93% | 12.41% | 11.77% |
| Sundaram Overnight Fund | 5.11% | 4.15% | 4.04% |
| Sundaram Low Duration Fund | 7.59% | 6.89% | 0% |
| Sundaram Corporate Bond Fund | 8.23% | 8.01% | 8.28% |
| Sundaram Multi Cap Fund | 21.01% | 17.74% | 0% |
| Sundaram Small Cap Fund | 14.6% | 14.92% | 12.88% |
| Sundaram Aggressive Hybrid Fund | 16.95% | 14.38% | 0% |
| Sundaram Banking PSU Fund | 8.01% | 7.12% | 7.25% |
| Sundaram Medium Duration Fund | 6.65% | 6.95% | 6.97% |
| Sundaram Global Brand Theme Equity Active FOF | 9.02% | 7.18% | 8.19% |
| Sundaram Nifty 100 Equal Weight Fund | 13.07% | 16.6% | 0% |
| Sundaram Large And Midcap Fund | 15.19% | 14.43% | 14.04% |
| Sundaram Money Market Fund | 6.67% | 5.12% | 4.95% |
| Sundaram Mid Cap Fund | 13.79% | 16.0% | 14.33% |
| Sundaram Banking PSU Fund | 8.2% | 0% | 0% |
| Sundaram Dividend Yield Fund | 17.43% | 21.26% | 0% |
| Sundaram Consumption Fund | 13.93% | 16.35% | 15.66% |
| Sundaram Conservative Hybrid Fund | 8.86% | 9.15% | 8.72% |
| Sundaram Balanced Advantage Fund | 15.24% | 12.61% | 0% |
| Sundaram Arbitrage Fund | 7.61% | 6.53% | 0% |
| Sundaram Services Fund | 18.9% | 18.94% | 20.76% |
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
| Fund | Any 1Y SIP | Any 3Y Step-up SIP | Any 5Y Step-up SIP |
|---|---|---|---|
| Sundaram Multi Factor Fund | 0% | 0% | 0% |
| Sundaram Short Duration Fund | 7.85% | 8.35% | 0% |
| Sundaram Equity Savings Fund | 13.54% | 13.08% | 0% |
| Sundaram Liquid Fund | 7.27% | 7.21% | 0% |
| Sundaram Large Cap Fund | 12.55% | 16.64% | 13.26% |
| Sundaram ELSS Tax Saver Fund | 16.78% | 15.4% | 0% |
| Sundaram Financial Services Opportunities Fund | 20.09% | 18.62% | 16.64% |
| Sundaram Flexicap Fund | 22.29% | 15.32% | 0% |
| Sundaram Ultra Short Duration Fund | 7.56% | 7.66% | 0% |
| Sundaram Business Cycle Fund | 11.45% | 0% | 0% |
| Sundaram Multi Asset Allocation Fund | 13.82% | 0% | 0% |
| Sundaram Infrastructure Advantage Fund | 11.67% | 20.46% | 18.12% |
| Sundaram Focused Fund | 18.65% | 14.03% | 0% |
| Sundaram Value Fund | 13.03% | 16.07% | 14.58% |
| Sundaram Overnight Fund | 5.31% | 5.71% | 5.78% |
| Sundaram Low Duration Fund | 7.57% | 7.93% | 0% |
| Sundaram Corporate Bond Fund | 8.13% | 7.56% | 7.31% |
| Sundaram Multi Cap Fund | 18.94% | 18.02% | 0% |
| Sundaram Small Cap Fund | 16.01% | 23.96% | 20.79% |
| Sundaram Aggressive Hybrid Fund | 13.89% | 13.83% | 0% |
| Sundaram Banking PSU Fund | 7.97% | 7.25% | 6.67% |
| Sundaram Medium Duration Fund | 6.93% | 6.83% | 6.26% |
| Sundaram Global Brand Theme Equity Active FOF | 12.68% | 10.39% | 10.54% |
| Sundaram Nifty 100 Equal Weight Fund | 14.58% | 16.62% | 0% |
| Sundaram Large And Midcap Fund | 16.96% | 17.32% | 17.36% |
| Sundaram Money Market Fund | 6.85% | 5.66% | 6.16% |
| Sundaram Mid Cap Fund | 17.69% | 22.31% | 16.8% |
| Sundaram Banking PSU Fund | 9.03% | 0% | 0% |
| Sundaram Dividend Yield Fund | 18.17% | 15.87% | 0% |
| Sundaram Consumption Fund | 19.12% | 18.74% | 14.56% |
| Sundaram Conservative Hybrid Fund | 8.99% | 8.97% | 8.08% |
| Sundaram Balanced Advantage Fund | 11.98% | 12.28% | 0% |
| Sundaram Arbitrage Fund | 7.58% | 7.5% | 0% |
| Sundaram Services Fund | 21.63% | 22.14% | 23.81% |
Rolling SWP returns with 10% step-up
| Fund | Any 1Y SWP | Any 3Y Step-up SWP | Any 5Y Step-up SWP |
|---|---|---|---|
| Sundaram Multi Factor Fund | 0% | 0% | 0% |
| Sundaram Short Duration Fund | 7.84% | 7.1% | 0% |
| Sundaram Equity Savings Fund | 13.46% | 13.41% | 0% |
| Sundaram Liquid Fund | 7.23% | 6.71% | 0% |
| Sundaram Large Cap Fund | 17.79% | 15.02% | 24.21% |
| Sundaram ELSS Tax Saver Fund | 17.2% | 16.74% | 0% |
| Sundaram Financial Services Opportunities Fund | 13.62% | 13.03% | 12.23% |
| Sundaram Flexicap Fund | 22.54% | 18.24% | 0% |
| Sundaram Ultra Short Duration Fund | 7.52% | 6.94% | 0% |
| Sundaram Business Cycle Fund | 1.82% | 0% | 0% |
| Sundaram Multi Asset Allocation Fund | 10.75% | 0% | 0% |
| Sundaram Infrastructure Advantage Fund | 14.42% | 12.29% | 8.13% |
| Sundaram Focused Fund | 18.93% | 16.66% | 0% |
| Sundaram Value Fund | 10.93% | 12.6% | 10.8% |
| Sundaram Overnight Fund | 5.11% | 4.16% | 4.18% |
| Sundaram Low Duration Fund | 7.59% | 6.92% | 0% |
| Sundaram Corporate Bond Fund | 8.23% | 7.98% | 8.43% |
| Sundaram Multi Cap Fund | 21.01% | 18.04% | 0% |
| Sundaram Small Cap Fund | 14.6% | 15.31% | 10.73% |
| Sundaram Aggressive Hybrid Fund | 16.95% | 14.56% | 0% |
| Sundaram Banking PSU Fund | 8.01% | 7.09% | 7.4% |
| Sundaram Medium Duration Fund | 6.65% | 6.97% | 6.92% |
| Sundaram Global Brand Theme Equity Active FOF | 9.02% | 7.19% | 8.93% |
| Sundaram Nifty 100 Equal Weight Fund | 13.07% | 16.92% | 0% |
| Sundaram Large And Midcap Fund | 15.19% | 14.59% | 13.99% |
| Sundaram Money Market Fund | 6.67% | 5.12% | 5.0% |
| Sundaram Mid Cap Fund | 13.79% | 16.27% | 11.96% |
| Sundaram Banking PSU Fund | 8.2% | 0% | 0% |
| Sundaram Dividend Yield Fund | 17.43% | 21.41% | 0% |
| Sundaram Consumption Fund | 13.93% | 16.62% | 14.68% |
| Sundaram Conservative Hybrid Fund | 8.86% | 9.21% | 7.77% |
| Sundaram Balanced Advantage Fund | 15.24% | 12.74% | 0% |
| Sundaram Arbitrage Fund | 7.61% | 6.57% | 0% |
| Sundaram Services Fund | 18.9% | 19.38% | 21.28% |
Note:N.A. in returns indicate that the fund does not have sufficient history.
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Note: NAVs and returns updated on 02-Nov-2025.
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