Sundaram Mutual Fund

Schemes on GFS

Fund	Category	1Y	3Y	5Y	Expense
Sundaram Mid Cap Fund Direct Plan - Growth Mid Cap Fund	Equity	+9.87%	+21.58%	+19.25%	1.06%
Sundaram Global Brand Theme-Equity Active FOF FoF Overseas	Other	+24.08%	+19.90%	+13.20%	1.37%
Sundaram Small Cap Fund Direct Plan - Growth Small Cap Fund	Equity	+18.33%	+19.58%	+18.89%	0.96%
Sundaram Infrastructure Advantage Fund Direct Plan - Growth Sectoral/ Thematic	Equity	+7.66%	+18.38%	+18.23%	—
Sundaram Large and Midcap Fund Direct Plan - Growth Large & Mid Cap Fund	Equity	+12.61%	+17.34%	+14.49%	1.50%
Sundaram Services Fund Direct Plan - Growth Sectoral/ Thematic	Equity	+6.88%	+16.74%	+15.73%	0.82%
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Index Funds	Index	+7.17%	+16.15%	—	0.74%
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Multi Cap Fund	Equity	+4.94%	+15.44%	—	1.34%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sectoral/ Thematic	Equity	+9.50%	+14.97%	+15.44%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Focused Fund	Equity	+6.18%	+12.49%	—	1.32%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) Sectoral/ Thematic	Equity	-1.09%	+12.06%	+13.33%	1.66%
Sundaram Flexicap Fund Flexi Cap Fund	Equity	-1.68%	+11.26%	—	0.88%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Aggressive Hybrid Fund	Hybrid	+1.88%	+11.03%	—	1.11%
Sundaram ELSS Tax Saver Fund Direct Plan Growth ELSS	Equity	-2.47%	+10.49%	—	1.79%
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) Dynamic Asset Allocation or Balanced Advantage	Hybrid	+3.00%	+10.05%	—	1.13%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Equity Savings	Equity	+3.12%	+10.04%	—	1.33%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth Large Cap Fund	Equity	+0.50%	+9.63%	+9.87%	0.83%
Sundaram Value Fund Direct Plan - Growth Value Fund	Equity	-4.37%	+8.23%	+9.63%	1.78%
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Short Duration Fund	Debt	+5.88%	+7.56%	—	0.28%
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) Arbitrage Fund	Hybrid	+6.73%	+7.34%	—	1.08%
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Low Duration Fund	Debt	+6.07%	+7.33%	—	0.41%
Sundaram Money Market Fund Direct Plan - Growth Money Market Fund	Debt	+6.37%	+7.28%	+6.45%	0.20%
Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Ultra Short Duration Fund	Debt	+6.46%	+7.28%	—	0.23%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Growth Banking and PSU Fund	Debt	+5.43%	+7.22%	+6.03%	0.27%
Sundaram Corporate Bond Fund Direct Plan - Growth Corporate Bond Fund	Debt	+5.23%	+7.22%	+6.06%	—
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Liquid Fund	Debt	+6.52%	+7.02%	—	0.14%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth Medium Duration Fund	Debt	+4.46%	+6.23%	+5.04%	1.17%
Sundaram Overnight Fund Direct Plan - Growth Overnight Fund	Debt	+5.27%	+6.10%	+5.66%	0.08%
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth Conservative Hybrid Fund	Hybrid	+1.29%	+5.87%	+7.15%	1.13%
Sundaram Business Cycle Fund Direct Plan Growth Sectoral/ Thematic	Equity	+7.30%	—	—	1.25%
Sundaram Income Plus Arbitrage Active FoF Fund FoF Domestic	Other	—	—	—	0.38%
Sundaram Multi Asset Allocation Fund Direct Plan Growth Multi Asset Allocation	Hybrid	+12.24%	—	—	0.76%
Sundaram Multi-Factor Fund Sectoral/ Thematic	Equity	-1.13%	—	—	1.65%

Returns over 1Y are annualised · 1W–YTD as at 20 Aug 2026 · 1Y and longer as at 20 Aug 2026 · NAV as at 20 Aug 2026 · — means the scheme has no record for that period. Factual AMFI-sourced numbers; GFS does not rate schemes.

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