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Best Sundaram Mutual Funds in 2025

What are Sundaram Mutual Fund funds?


Sundaram Mutual Fund is a mutual fund Asset Management Company (AMC) that pools money from many different investors and invests them.
Funds Included All Fund Returns
(3Y annualised)
Top 5 fund Returns
(3Y annualised)
34 13.35% 21.52%

Trailing returns for Sundaram Mutual Fund funds

These are average returns over the indicated period.

Monthly trailing returns:
Dec-2025Nov-2025Oct-2025Sep-2025Aug-2025Jul-2025
-0.48%0.74%2.69%1.04%-0.84%-0.61%

Quarterly trailing returns:
2025Q42025Q32025Q22025Q12024Q42024Q3
2.96%-0.40%7.30%-2.38%-2.63%6.10%

Yearly trailing returns:
202520242023202220212020
7.20%14.29%21.27%3.66%24.52%11.36%

Fundwise SIP, Lumpsum and SWP returns


Rolling SIP returns (less than 1 year)
Fund Any 1M SIPAny 3M SIPAny 6M SIP
Sundaram Infrastructure Advantage Fund-8.94%7.99%7.24%
Sundaram Dividend Yield Fund7.67%17.09%12.37%
Sundaram Business Cycle Fund17.92%7.53%12.67%
Sundaram Money Market Fund6.6%6.32%6.26%
Sundaram Short Duration Fund6.34%7.14%6.1%
Sundaram Value Fund11.54%11.63%8.43%
Sundaram Large And Midcap Fund2.09%13.54%12.66%
Sundaram Services Fund-0.25%13.07%10.83%
Sundaram Multi Asset Allocation Fund22.07%22.04%20.07%
Sundaram Liquid Fund6.0%5.97%5.94%
Sundaram Nifty 100 Equal Weight Fund-8.9%4.26%8.11%
Sundaram Corporate Bond Fund5.47%7.09%5.86%
Sundaram Financial Services Opportunities Fund28.34%42.91%19.98%
Sundaram Multi Cap Fund-9.5%6.71%9.1%
Sundaram Ultra Short Duration Fund6.46%6.37%6.31%
Sundaram ELSS Tax Saver Fund9.29%11.8%10.04%
Sundaram Aggressive Hybrid Fund9.54%15.29%10.46%
Sundaram Arbitrage Fund7.5%6.79%6.44%
Sundaram Medium Duration Fund5.34%5.94%4.41%
Sundaram Global Brand Theme Equity Active FOF Fund13.17%31.47%37.66%
Sundaram Overnight Fund5.34%5.45%5.46%
Sundaram Low Duration Fund6.49%6.57%6.46%
Sundaram Balanced Advantage Fund8.36%14.23%10.14%
Sundaram Equity Savings Fund7.75%10.68%8.55%
Sundaram Banking PSU Fund5.43%7.07%5.9%
Sundaram Mid Cap Fund-2.54%11.31%12.13%
Sundaram Banking PSU Fund1.96%3.07%5.53%
Sundaram Large Cap Fund15.07%18.87%11.23%
Sundaram Small Cap Fund-19.47%1.45%5.01%
Sundaram Focused Fund1.83%8.97%6.4%
Sundaram Conservative Hybrid Fund6.64%8.09%4.04%
Sundaram Consumption Fund-20.93%-4.2%3.84%
Sundaram Flexicap Fund9.68%12.49%10.85%
Sundaram Multi Factor Fund17.56%22.15%0%
Data as of 14-Dec-2025

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Sundaram Infrastructure Advantage Fund12.61%19.37%16.84%
Sundaram Dividend Yield Fund12.09%14.55%0%
Sundaram Business Cycle Fund10.81%0%0%
Sundaram Money Market Fund7.24%6.35%6.88%
Sundaram Short Duration Fund7.55%8.17%0%
Sundaram Value Fund11.43%12.54%13.46%
Sundaram Large And Midcap Fund16.52%16.05%16.32%
Sundaram Services Fund19.22%24.94%19.86%
Sundaram Multi Asset Allocation Fund14.92%0%0%
Sundaram Liquid Fund6.42%6.97%0%
Sundaram Nifty 100 Equal Weight Fund11.81%15.4%0%
Sundaram Corporate Bond Fund7.44%7.95%7.09%
Sundaram Financial Services Opportunities Fund20.44%18.38%16.25%
Sundaram Multi Cap Fund11.65%16.71%0%
Sundaram Ultra Short Duration Fund7.39%7.48%0%
Sundaram ELSS Tax Saver Fund14.62%15.39%0%
Sundaram Aggressive Hybrid Fund12.87%14.02%0%
Sundaram Arbitrage Fund6.76%7.33%0%
Sundaram Medium Duration Fund7.02%7.09%7.31%
Sundaram Global Brand Theme Equity Active FOF Fund21.29%14.08%15.2%
Sundaram Overnight Fund3.55%6.25%5.98%
Sundaram Low Duration Fund7.43%7.76%0%
Sundaram Balanced Advantage Fund10.24%11.99%0%
Sundaram Equity Savings Fund11.01%12.57%0%
Sundaram Banking PSU Fund7.92%7.35%6.98%
Sundaram Mid Cap Fund17.16%20.34%13.23%
Sundaram Banking PSU Fund9.26%0%0%
Sundaram Large Cap Fund11.86%12.18%13.19%
Sundaram Small Cap Fund14.57%20.11%19.29%
Sundaram Focused Fund12.22%13.27%0%
Sundaram Conservative Hybrid Fund8.15%8.68%7.97%
Sundaram Consumption Fund17.56%17.44%12.5%
Sundaram Flexicap Fund22.27%15.25%0%
Sundaram Multi Factor Fund0%0%0%
Data as of 14-Dec-2025
SIP Calculator


Rolling Lumpsum returns
Fund Any 1YAny 3YAny 5Y
Sundaram Infrastructure Advantage Fund10.21%15.27%12.91%
Sundaram Dividend Yield Fund12.71%17.15%0%
Sundaram Business Cycle Fund6.23%0%0%
Sundaram Money Market Fund7.49%5.66%5.86%
Sundaram Short Duration Fund8.13%8.03%0%
Sundaram Value Fund4.44%13.02%16.83%
Sundaram Large And Midcap Fund14.35%16.74%19.64%
Sundaram Services Fund16.55%26.64%22.44%
Sundaram Multi Asset Allocation Fund12.74%0%0%
Sundaram Liquid Fund6.86%7.09%0%
Sundaram Nifty 100 Equal Weight Fund8.02%16.58%0%
Sundaram Corporate Bond Fund8.11%7.67%6.08%
Sundaram Financial Services Opportunities Fund15.33%16.34%15.59%
Sundaram Multi Cap Fund12.15%17.94%0%
Sundaram Ultra Short Duration Fund7.61%7.5%0%
Sundaram ELSS Tax Saver Fund16.13%15.43%0%
Sundaram Aggressive Hybrid Fund11.62%13.61%0%
Sundaram Arbitrage Fund6.03%7.52%0%
Sundaram Medium Duration Fund6.82%7.18%7.5%
Sundaram Global Brand Theme Equity Active FOF Fund23.52%14.26%13.94%
Sundaram Overnight Fund3.77%6.43%5.36%
Sundaram Low Duration Fund6.73%7.72%0%
Sundaram Balanced Advantage Fund9.36%11.87%0%
Sundaram Equity Savings Fund10.22%12.8%0%
Sundaram Banking PSU Fund7.86%7.57%7.5%
Sundaram Mid Cap Fund13.74%15.79%11.2%
Sundaram Banking PSU Fund8.71%0%0%
Sundaram Large Cap Fund9.88%12.57%16.35%
Sundaram Small Cap Fund6.05%20.79%21.87%
Sundaram Focused Fund8.21%13.92%0%
Sundaram Conservative Hybrid Fund7.98%8.58%7.7%
Sundaram Consumption Fund14.87%16.18%12.28%
Sundaram Flexicap Fund16.49%15.68%0%
Sundaram Multi Factor Fund0%0%0%
Data as of 14-Dec-2025

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Sundaram Infrastructure Advantage Fund13.59%12.32%9.74%
Sundaram Dividend Yield Fund9.03%20.53%0%
Sundaram Business Cycle Fund1.95%0%0%
Sundaram Money Market Fund7.04%5.59%5.04%
Sundaram Short Duration Fund8.79%7.83%0%
Sundaram Value Fund-0.49%13.83%21.38%
Sundaram Large And Midcap Fund14.17%18.09%24.43%
Sundaram Services Fund15.51%17.94%28.35%
Sundaram Multi Asset Allocation Fund11.48%0%0%
Sundaram Liquid Fund7.1%7.2%0%
Sundaram Nifty 100 Equal Weight Fund1.61%18.52%0%
Sundaram Corporate Bond Fund8.8%7.33%4.96%
Sundaram Financial Services Opportunities Fund12.09%13.53%13.0%
Sundaram Multi Cap Fund2.68%19.76%0%
Sundaram Ultra Short Duration Fund7.72%7.23%0%
Sundaram ELSS Tax Saver Fund16.54%15.82%0%
Sundaram Aggressive Hybrid Fund15.32%13.83%0%
Sundaram Arbitrage Fund5.17%7.7%0%
Sundaram Medium Duration Fund6.71%7.52%7.73%
Sundaram Global Brand Theme Equity Active FOF Fund14.45%19.5%10.59%
Sundaram Overnight Fund3.72%6.61%4.68%
Sundaram Low Duration Fund6.01%7.66%0%
Sundaram Balanced Advantage Fund6.99%11.69%0%
Sundaram Equity Savings Fund9.45%13.47%0%
Sundaram Banking PSU Fund7.86%7.57%7.49%
Sundaram Mid Cap Fund11.5%14.86%10.65%
Sundaram Banking PSU Fund8.3%0%0%
Sundaram Large Cap Fund14.36%13.27%20.54%
Sundaram Small Cap Fund4.22%24.81%15.14%
Sundaram Focused Fund5.85%15.4%0%
Sundaram Conservative Hybrid Fund7.29%8.86%8.72%
Sundaram Consumption Fund12.7%15.89%15.12%
Sundaram Flexicap Fund6.86%16.32%0%
Sundaram Multi Factor Fund0%0%0%
Data as of 14-Dec-2025

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y 目↑ SIPAny 5Y 目↑ SIP
Sundaram Infrastructure Advantage Fund12.61%17.63%19.88%
Sundaram Dividend Yield Fund12.09%14.24%0%
Sundaram Business Cycle Fund10.81%0%0%
Sundaram Money Market Fund7.24%7.49%6.96%
Sundaram Short Duration Fund7.55%8.17%0%
Sundaram Value Fund11.43%12.43%13.36%
Sundaram Large And Midcap Fund16.52%15.83%16.22%
Sundaram Services Fund19.22%18.81%19.05%
Sundaram Multi Asset Allocation Fund14.92%0%0%
Sundaram Liquid Fund6.42%6.96%0%
Sundaram Nifty 100 Equal Weight Fund11.81%15.1%0%
Sundaram Corporate Bond Fund7.44%7.95%7.16%
Sundaram Financial Services Opportunities Fund20.44%17.89%18.69%
Sundaram Multi Cap Fund11.65%16.46%0%
Sundaram Ultra Short Duration Fund7.39%7.44%0%
Sundaram ELSS Tax Saver Fund14.62%14.36%0%
Sundaram Aggressive Hybrid Fund12.87%13.29%0%
Sundaram Arbitrage Fund6.76%7.32%0%
Sundaram Medium Duration Fund7.02%6.8%6.07%
Sundaram Global Brand Theme Equity Active FOF Fund21.29%21.74%17.34%
Sundaram Overnight Fund3.55%6.23%6.0%
Sundaram Low Duration Fund7.43%7.76%0%
Sundaram Balanced Advantage Fund10.24%11.87%0%
Sundaram Equity Savings Fund11.01%12.21%0%
Sundaram Banking PSU Fund7.92%7.91%7.06%
Sundaram Mid Cap Fund17.16%21.96%22.4%
Sundaram Banking PSU Fund9.26%0%0%
Sundaram Large Cap Fund11.86%12.01%13.08%
Sundaram Small Cap Fund14.57%16.35%19.11%
Sundaram Focused Fund12.22%12.2%0%
Sundaram Conservative Hybrid Fund8.15%7.23%7.79%
Sundaram Consumption Fund17.56%14.36%15.88%
Sundaram Flexicap Fund22.27%15.09%0%
Sundaram Multi Factor Fund0%0%0%
Data as of 14-Dec-2025

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y 目↑ SWPAny 5Y 目↑ SWP
Sundaram Infrastructure Advantage Fund13.59%26.18%32.51%
Sundaram Dividend Yield Fund9.03%20.59%0%
Sundaram Business Cycle Fund1.95%0%0%
Sundaram Money Market Fund7.04%7.37%5.16%
Sundaram Short Duration Fund8.79%7.85%0%
Sundaram Value Fund-0.49%13.92%20.83%
Sundaram Large And Midcap Fund14.17%18.26%23.82%
Sundaram Services Fund15.51%18.67%28.4%
Sundaram Multi Asset Allocation Fund11.48%0%0%
Sundaram Liquid Fund7.1%7.21%0%
Sundaram Nifty 100 Equal Weight Fund1.61%18.72%0%
Sundaram Corporate Bond Fund8.8%7.36%5.05%
Sundaram Financial Services Opportunities Fund12.09%20.25%20.87%
Sundaram Multi Cap Fund2.68%19.92%0%
Sundaram Ultra Short Duration Fund7.72%7.54%0%
Sundaram ELSS Tax Saver Fund16.54%15.81%0%
Sundaram Aggressive Hybrid Fund15.32%13.65%0%
Sundaram Arbitrage Fund5.17%7.7%0%
Sundaram Medium Duration Fund6.71%6.65%3.8%
Sundaram Global Brand Theme Equity Active FOF Fund14.45%21.61%10.53%
Sundaram Overnight Fund3.72%6.61%4.76%
Sundaram Low Duration Fund6.01%7.67%0%
Sundaram Balanced Advantage Fund6.99%11.8%0%
Sundaram Equity Savings Fund9.45%13.51%0%
Sundaram Banking PSU Fund7.86%7.48%4.68%
Sundaram Mid Cap Fund11.5%27.45%28.1%
Sundaram Banking PSU Fund8.3%0%0%
Sundaram Large Cap Fund14.36%13.38%20.06%
Sundaram Small Cap Fund4.22%26.61%33.98%
Sundaram Focused Fund5.85%15.52%0%
Sundaram Conservative Hybrid Fund7.29%8.53%9.85%
Sundaram Consumption Fund12.7%18.78%19.88%
Sundaram Flexicap Fund6.86%16.43%0%
Sundaram Multi Factor Fund0%0%0%
Data as of 14-Dec-2025

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

Frequently Asked Questions (FAQs) regarding Sundaram Mutual Fund

What is Sundaram Mutual Fund?

Sundaram Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.

How big is Sundaram Mutual Fund?

Sundaram Mutual Fund offers 34 funds in total across various categories.

How safe are mutual funds offered by Sundaram Mutual Fund?

Mutual Funds from Sundaram Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.

What returns are given by the mutual funds offered by Sundaram Mutual Fund?

Mutual Funds from Sundaram Mutual Fund have given an average 13.35% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much returns are given by the best mutual funds offered by Sundaram Mutual Fund?

The five best mutual Funds from Sundaram Mutual Fund have given an average 21.52% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much SIP returns are given by the best mutual funds offered by Sundaram Mutual Fund?

The five best mutual Funds from Sundaram Mutual Fund have given an average 19.52% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.

How much SWP returns are given by the best mutual funds offered by Sundaram Mutual Fund?

The five best mutual Funds from Sundaram Mutual Fund have given an average 25.08% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.

How can I invest in Sundaram Mutual Fund mutual funds?

You can invest in Sundaram Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.

How can I redeem my investments from Sundaram Mutual Fund?

Redemption of Sundaram Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.

Does Sundaram Mutual Fund charge any fees or expenses?

Yes. Mutual funds managed by Sundaram Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.

Is a PAN and KYC mandatory to invest in Sundaram Mutual Fund mutual funds?

Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by Sundaram Mutual Fund.

Where can I view the performance and NAV of Sundaram Mutual Fund funds?

You can check the latest NAVs and performance data of all Sundaram Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.

Does Sundaram Mutual Fund offer SIP (Systematic Investment Plan) options?

Yes. Sundaram Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.

Does Sundaram Mutual Fund offer SWP (Systematic Withdrawal Plan) options?

Yes. Sundaram Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.

What is the minimum investment amount in Sundaram Mutual Fund mutual funds?

The minimum investment amount in Sundaram Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.

How are mutual fund returns from Sundaram Mutual Fund taxed?

Taxation of funds from Sundaram Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.

How can I contact Sundaram Mutual Fund for support or queries?

You can reach Sundaram Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.

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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 14-Dec-2025.