Sundaram Mutual Fund
Complete mutual fund portfolio and performance analysis
74
Total Funds
₹0.2K Cr
Total AUM
0.70%
Avg Expense Ratio
4
Fund Categories
Fund Categories
Debt Equity Other Hybrid
Market Cap Focus
Large Mid NA Small Multi Large-Mid Flexi
All Funds (74)
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Option
Debt NA • Scheme Code: 149664
Liquid Fund
AUM
₹0.1K Cr
Expense Ratio
0.13%
Sundaram Aggressive Hybrid Fund(Formerly Known as Principal Hybrid Equity Fund)-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Hybrid NA • Scheme Code: 149602
Aggressive Hybrid Fund
AUM
₹0.0K Cr
Expense Ratio
0.68%
AUM
₹0.0K Cr
Expense Ratio
0.17%
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund)- Direct Plan -Growth Option
Debt NA • Scheme Code: 149539
Ultra Short Duration Fund
AUM
₹0.0K Cr
Expense Ratio
0.23%
Sundaram Large and Midcap Fund Direct Plan - Growth
Equity Large-Mid • Scheme Code: 119566
Large & Mid Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.76%
AUM
₹0.0K Cr
Expense Ratio
1.03%
AUM
₹0.0K Cr
Expense Ratio
0.06%
AUM
₹0.0K Cr
Expense Ratio
0.33%
AUM
₹0.0K Cr
Expense Ratio
0.72%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth
Equity Large • Scheme Code: 148507
Large Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.64%
AUM
₹0.0K Cr
Expense Ratio
0.84%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Growth
Debt NA • Scheme Code: 119625
Banking and PSU Fund
AUM
₹0.0K Cr
Expense Ratio
0.27%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Equity Multi • Scheme Code: 149669
Multi Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.94%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Hybrid NA • Scheme Code: 149601
Aggressive Hybrid Fund
AUM
₹0.0K Cr
Expense Ratio
0.68%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Equity NA • Scheme Code: 119597
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
0.78%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option
Debt NA • Scheme Code: 149526
Low Duration Fund
AUM
₹0.0K Cr
Expense Ratio
0.40%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Hybrid NA • Scheme Code: 149679
Equity Savings
AUM
₹0.0K Cr
Expense Ratio
0.60%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
Equity NA • Scheme Code: 119595
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
1.32%
AUM
₹0.0K Cr
Expense Ratio
1.23%
AUM
₹0.0K Cr
Expense Ratio
0.63%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Equity NA • Scheme Code: 149533
Focused Fund
AUM
₹0.0K Cr
Expense Ratio
1.30%
Sundaram Multi Asset Allocation Fund Direct Plan Growth
Hybrid NA • Scheme Code: 152314
Multi Asset Allocation
AUM
₹0.0K Cr
Expense Ratio
0.37%
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Hybrid NA • Scheme Code: 149550
Arbitrage Fund
AUM
₹0.0K Cr
Expense Ratio
0.17%
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Hybrid NA • Scheme Code: 149717
Dynamic Asset Allocation or Balanced Advantage
AUM
₹0.0K Cr
Expense Ratio
0.60%
AUM
₹0.0K Cr
Expense Ratio
0.97%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Direct Plan - Growth Option
Debt NA • Scheme Code: 149587
Short Duration Fund
AUM
₹0.0K Cr
Expense Ratio
0.30%
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option
Other NA • Scheme Code: 149483
Index Funds
AUM
₹0.0K Cr
Expense Ratio
0.61%
AUM
₹0.0K Cr
Expense Ratio
0.51%
AUM
₹0.0K Cr
Expense Ratio
1.74%
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity Mid • Scheme Code: 119582
Mid Cap Fund
AUM
₹0.0K Cr
Expense Ratio
1.03%
Sundaram Infrastructure Advantage Fund Direct Plan - Growth
Equity NA • Scheme Code: 129212
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
N/A
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity Large-Mid • Scheme Code: 119565
Large & Mid Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.76%
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - Growth Option
Equity NA • Scheme Code: 149700
Dividend Yield Fund
AUM
₹0.0K Cr
Expense Ratio
1.07%
Sundaram Value Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity NA • Scheme Code: 119548
Value Fund
AUM
₹0.0K Cr
Expense Ratio
1.74%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Equity Large • Scheme Code: 148509
Large Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.64%
Sundaram Global Brand Theme-Equity Active FOF - Direct Growth
Other NA • Scheme Code: 119602
FoF Overseas
AUM
₹0.0K Cr
Expense Ratio
1.49%
Sundaram Small Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity Small • Scheme Code: 119588
Small Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.84%
Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity NA • Scheme Code: 119594
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
1.32%
Sundaram Services Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Equity NA • Scheme Code: 144837
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
0.72%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Equity Multi • Scheme Code: 149668
Multi Cap Fund
AUM
₹0.0K Cr
Expense Ratio
0.94%
Sundaram ELSS Tax Saver Fund Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Equity NA • Scheme Code: 149571
ELSS
AUM
₹0.0K Cr
Expense Ratio
1.68%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW)
Debt NA • Scheme Code: 149525
Low Duration Fund
AUM
₹0.0K Cr
Expense Ratio
0.40%
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Hybrid NA • Scheme Code: 149718
Dynamic Asset Allocation or Balanced Advantage
AUM
₹0.0K Cr
Expense Ratio
0.60%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
Hybrid NA • Scheme Code: 119635
Conservative Hybrid Fund
AUM
₹0.0K Cr
Expense Ratio
0.86%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Debt NA • Scheme Code: 119675
Medium Duration Fund
AUM
₹0.0K Cr
Expense Ratio
1.09%
Sundaram Multi Asset Allocation Fund Direct Plan IDCW Reinvestment
Hybrid NA • Scheme Code: 152312
Multi Asset Allocation
AUM
₹0.0K Cr
Expense Ratio
0.55%
Sundaram Flexicap Fund Direct Plan IDCW Reinvestment
Equity Flexi • Scheme Code: 150572
Flexi Cap Fund
AUM
₹0.0K Cr
Expense Ratio
N/A
Sundaram Infrastructure Advantage Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity NA • Scheme Code: 129211
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
N/A
Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW)
Equity NA • Scheme Code: 119596
Sectoral/ Thematic
AUM
₹0.0K Cr
Expense Ratio
0.78%
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option
Equity NA • Scheme Code: 149699
Dividend Yield Fund
AUM
₹0.0K Cr
Expense Ratio
1.07%