Sundaram Mutual Fund

Total schemes

176

Direct + Growth

Avg percentile

p42.3

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	weak · p19	2.43%	12.15%	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option direct · idcw	Dividend Yield	weak · p6	-4.15%	4.55%	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)- Income Distribution CUM Capital Withdrawal Plan regular · idcw	Dividend Yield	weak · p5	-5.36%	3.23%	—
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund)-Growth Plan regular · idcw	Dividend Yield	weak · p17	1.21%	10.77%	—
Sundaram ELSS Tax Saver Fund Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) direct · idcw	ELSS	weak · p9	-3.61%	9.09%	—
Sundaram ELSS Tax Saver Fund Direct Plan Growth direct · growth	ELSS	weak · p14	0.56%	10.64%	—
Sundaram ELSS Tax Saver Fund Regular Growth regular · growth	ELSS	weak · p14	-0.01%	10.04%	—
Sundaram ELSS Tax Saver Fund Regular Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	ELSS	weak · p3	-4.15%	3.28%	—
Sundaram Flexicap Fund Direct Growth direct · growth	Flexi Cap Fund	slipping · p33	1.45%	11.23%	—
Sundaram Flexicap Fund Direct Plan IDCW Payout direct · idcw	Flexi Cap Fund	weak · p3	-11.50%	4.43%	—
Sundaram Flexicap Fund Direct Plan IDCW Reinvestment direct · idcw_reinvestment	Flexi Cap Fund	weak · p4	-11.50%	4.43%	—
Sundaram Flexicap Fund Regular Growth regular · growth	Flexi Cap Fund	slipping · p31	0.09%	9.66%	—
Sundaram Flexicap Fund Regular Plan IDCW Payout regular · idcw	Flexi Cap Fund	weak · p2	-12.76%	2.92%	—
Sundaram Flexicap Fund Regular Plan IDCW Reinvestment regular · idcw_reinvestment	Flexi Cap Fund	weak · p1	-12.76%	2.92%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option direct · growth	Focused Fund	slipping · p44	7.57%	11.95%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) direct · idcw	Focused Fund	weak · p5	-0.86%	3.76%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	Focused Fund	weak · p4	-1.90%	2.70%	—
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option regular · growth	Focused Fund	slipping · p36	6.51%	10.84%	—
Sundaram Large and Midcap Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Large & Mid Cap Fund	slipping · p31	6.12%	8.29%	7.95%
Sundaram Large and Midcap Fund Direct Plan - Growth direct · growth	Large & Mid Cap Fund	strong · p89	13.72%	16.59%	14.48%
Sundaram Large and Midcap Fund Regular Plan - Growth regular · growth	Large & Mid Cap Fund	strong · p81	12.51%	15.35%	13.22%
Sundaram Large and Midcap Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Large & Mid Cap Fund	slipping · p28	4.95%	7.13%	6.75%
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	weak · p17	-3.63%	2.87%	3.49%
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	weak · p13	-4.88%	1.55%	2.06%
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	weak · p18	-3.63%	2.87%	3.49%
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	weak · p12	-4.88%	1.55%	2.06%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth direct · growth	Large Cap Fund	slipping · p45	3.38%	9.67%	10.32%
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth regular · growth	Large Cap Fund	slipping · p36	2.09%	8.29%	8.83%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Growth direct · growth	ELSS	strong · p85	12.39%	15.04%	16.61%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p76	12.39%	13.17%	15.47%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Growth regular · growth	ELSS	strong · p84	12.16%	14.82%	16.39%
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p75	12.16%	12.90%	15.23%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Growth direct · growth	ELSS	strong · p87	12.20%	15.10%	16.80%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	steady · p77	12.20%	13.22%	15.65%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Growth regular · growth	ELSS	strong · p85	12.06%	14.96%	16.67%
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p76	12.06%	13.05%	15.50%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Growth direct · growth	ELSS	strong · p89	13.33%	15.85%	16.45%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	strong · p82	13.33%	13.96%	15.31%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Growth regular · growth	ELSS	strong · p88	13.08%	15.59%	16.19%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p78	13.08%	13.66%	15.03%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Growth direct · growth	ELSS	strong · p88	11.72%	15.49%	16.70%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	strong · p80	11.72%	14.24%	15.94%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth regular · growth	ELSS	strong · p84	11.43%	15.20%	16.42%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	steady · p78	11.43%	13.90%	15.62%
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Growth direct · growth	ELSS	strong · p97	16.04%	16.50%	18.51%
Sundaram Long Term Tax Advantage Fund Series III Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	strong · p91	16.04%	14.61%	17.35%
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth regular · growth	ELSS	strong · p95	15.76%	16.23%	18.23%
Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	strong · p91	15.76%	14.29%	17.04%
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Growth direct · growth	ELSS	strong · p99	16.17%	16.87%	18.77%
Sundaram Long Term Tax Advantage Fund Series IV Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	ELSS	strong · p94	16.17%	14.94%	17.60%
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Growth regular · growth	ELSS	strong · p97	15.94%	16.62%	18.53%
Sundaram Long Term Tax Advantage Fund Series IV Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	ELSS	strong · p92	15.94%	14.67%	17.34%
Sundaram Mid Cap Fund Direct Plan - Growth direct · growth	Mid Cap Fund	strong · p89	12.60%	21.89%	19.12%
Sundaram Mid Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Mid Cap Fund	weak · p19	5.01%	10.75%	10.87%
Sundaram Mid Cap Fund Regular Plan - Growth regular · growth	Mid Cap Fund	strong · p84	11.67%	20.87%	18.12%
Sundaram Mid Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Mid Cap Fund	weak · p17	4.12%	9.81%	9.92%
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	weak · p12	-0.78%	7.23%	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW) regular · idcw	Multi Cap Fund	weak · p8	-1.88%	6.06%	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option direct · growth	Multi Cap Fund	slipping · p43	6.60%	15.34%	—
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option regular · growth	Multi Cap Fund	slipping · p37	5.48%	14.11%	—
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 · p15	-3.81%	5.01%	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option direct · growth	Index Fund	strong · p92	11.66%	16.29%	—
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 · p18	-3.30%	5.53%	—
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth regular · growth	Index Fund	strong · p92	11.10%	15.73%	—
Sundaram Small Cap Fund Direct Plan - Growth direct · growth	Small Cap Fund	strong · p87	19.57%	19.25%	18.01%
Sundaram Small Cap Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Small Cap Fund	slipping · p34	12.14%	8.61%	9.99%
Sundaram Small Cap Fund Regular Plan - Growth regular · growth	Small Cap Fund	strong · p82	18.28%	17.95%	16.70%
Sundaram Small Cap Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Small Cap Fund	slipping · p30	10.90%	7.41%	8.76%
Sundaram Value Fund Direct Plan - Growth direct · growth	Value Fund	slipping · p30	-1.19%	8.45%	10.01%
Sundaram Value Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) direct · idcw	Value Fund	weak · p4	-8.40%	3.67%	2.91%
Sundaram Value Fund Regular Plan - Growth regular · growth	Value Fund	slipping · p27	-1.72%	7.86%	9.41%
Sundaram Value Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) regular · idcw	Value Fund	weak · p2	-8.93%	3.09%	2.33%