Sundaram Mutual Fund

Total schemes

277

Direct + Growth

Avg percentile

p44

Strong-rated funds

Schemes

Scheme	Category	FundScore	1Y	3Y	5Y
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - Growth Option direct · idcw	Dividend Yield	slipping · p30	—	—	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option direct · idcw	Dividend Yield	slipping · p29	—	—	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Income Distribution CUM Capital Withdrawal Plan regular · idcw	Dividend Yield	slipping · p25	—	—	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan regular · idcw	Dividend Yield	slipping · p46	—	—	—
Sundaram ELSS Tax Saver Fund Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) direct · idcw	ELSS	weak · p17	—	—	—
Sundaram ELSS Tax Saver Fund Direct Plan Growth direct · growth	ELSS	weak · p2	-6.53%	10.65%	—
Sundaram ELSS Tax Saver Fund Regular Growth regular · growth	ELSS	weak · p18	—	—	—
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	ELSS	weak · p17	—	—	—
Sundaram Flexicap Fund Direct Growth direct · growth	Flexi Cap Fund	weak · p7	-5.71%	10.91%	—
Sundaram Flexicap Fund Direct Plan IDCW Payout direct · idcw	Flexi Cap Fund	steady · p51	—	—	—
Sundaram Flexicap Fund Direct Plan IDCW Reinvestment direct · idcw_reinvestment	Flexi Cap Fund	steady · p52	—	—	—
Sundaram Flexicap Fund Regular Growth regular · growth	Flexi Cap Fund	slipping · p21	—	—	—
Sundaram Flexicap Fund Regular Plan IDCW Payout regular · idcw	Flexi Cap Fund	weak · p8	—	—	—
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment regular · idcw_reinvestment	Flexi Cap Fund	weak · p12	—	—	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option direct · growth	Focused Fund	steady · p77	-2.98%	11.04%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) direct · idcw	Focused Fund	steady · p57	—	—	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	Focused Fund	slipping · p22	—	—	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option regular · growth	Focused Fund	weak · p14	—	—	—
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Large & Mid Cap Fund	weak · p19	—	—	—
Sundaram Large and Midcap Fund Direct Plan - Growth direct · growth	Large & Mid Cap Fund	steady · p78	-2.56%	13.33%	12.94%
Sundaram Large and Midcap Fund Regular Plan - Growth regular · growth	Large & Mid Cap Fund	slipping · p31	—	—	—
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Large & Mid Cap Fund	slipping · p37	—	—	—
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw_reinvestment	Large Cap Fund	steady · p57	—	—	—
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Large Cap Fund	slipping · p44	—	—	—
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Large Cap Fund	slipping · p41	—	—	—
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw_reinvestment	Large Cap Fund	slipping · p43	—	—	—
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth direct · growth	Large Cap Fund	steady · p73	-5.77%	9.30%	9.78%
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth regular · growth	Large Cap Fund	slipping · p46	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth direct · growth	ELSS	strong · p93	1.26%	14.79%	17.81%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p71	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth regular · growth	ELSS	steady · p71	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p72	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth direct · growth	ELSS	strong · p93	1.32%	14.87%	18.04%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p74	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth regular · growth	ELSS	steady · p74	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p74	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth direct · growth	ELSS	strong · p94	1.56%	15.68%	17.54%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p56	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth regular · growth	ELSS	steady · p57	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p56	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth direct · growth	ELSS	strong · p92	0.39%	14.98%	17.99%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	slipping · p44	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth regular · growth	ELSS	slipping · p26	—	—	—
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	slipping · p27	—	—	—
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Growth direct · growth	ELSS	strong · p98	8.09%	13.63%	25.61%
Sundaram Long Term Tax Advantage Fund Series I Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	weak · p3	—	—	—
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Growth regular · growth	ELSS	weak · p3	—	—	—
Sundaram Long Term Tax Advantage Fund Series I Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	weak · p3	—	—	—
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Growth direct · growth	ELSS	strong · p95	5.85%	14.38%	13.40%
Sundaram Long Term Tax Advantage Fund Series II Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	slipping · p43	—	—	—
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Growth regular · growth	ELSS	slipping · p44	—	—	—
Sundaram Long Term Tax Advantage Fund Series II Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	slipping · p44	—	—	—
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth direct · growth	ELSS	strong · p96	4.03%	15.89%	18.81%
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p70	—	—	—
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth regular · growth	ELSS	steady · p68	—	—	—
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p69	—	—	—
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth direct · growth	ELSS	strong · p96	4.57%	16.11%	18.87%
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	weak · p6	—	—	—
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth regular · growth	ELSS	weak · p5	—	—	—
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	weak · p5	—	—	—
Sundaram Mid Cap Fund Direct Plan - Growth direct · growth	Mid Cap Fund	strong · p93	1.80%	22.04%	18.30%
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Mid Cap Fund	slipping · p32	—	—	—
Sundaram Mid Cap Fund Regular Plan - Growth regular · growth	Mid Cap Fund	slipping · p31	—	—	—
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Mid Cap Fund	slipping · p30	—	—	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) direct · idcw	Multi Cap Fund	slipping · p21	—	—	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	Multi Cap Fund	steady · p50	—	—	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option direct · growth	Multi Cap Fund	strong · p82	-4.55%	14.26%	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option regular · growth	Multi Cap Fund	steady · p57	—	—	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal regular · growth	Index Fund	weak · p17	—	—	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option direct · growth	Index Fund	weak · p17	—	—	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option direct · growth	Index Fund	weak · p17	—	—	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth regular · growth	Index Fund	weak · p17	—	—	—
Sundaram Small Cap Fund Direct Plan - Growth direct · growth	Small Cap Fund	strong · p94	3.94%	18.57%	17.47%
Sundaram Small Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Small Cap Fund	steady · p53	—	—	—
Sundaram Small Cap Fund Regular Plan - Growth regular · growth	Small Cap Fund	weak · p18	—	—	—
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Small Cap Fund	slipping · p25	—	—	—
Sundaram Value Fund Direct Plan - Growth direct · growth	Value Fund	steady · p75	-7.62%	8.55%	9.57%
Sundaram Value Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Value Fund	steady · p56	—	—	—
Sundaram Value Fund Regular Plan - Growth regular · growth	Value Fund	slipping · p27	—	—	—
Sundaram Value Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Value Fund	slipping · p37	—	—	—