Sundaram Mutual Funds
Sundaram runs 58 direct-plan schemes that we currently track — 41 equity, 9 debt, 6 hybrid, 2 other. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.
Its strongest 5-year performer is Sundaram Long Term Tax Advantage Fund Series IV at 14.9% CAGR, against a house-wide median of 12.6%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.
Showing 8 of 58 schemes · sorted by Y5 high to low · page 2 of 2
- Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - GROWTHSundaram · Equity₹418.54#511Y-3.06%3Y+11.03%5Y—10Y—
- Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - GROWTHSundaram · Hybrid₹82.19#521Y-0.95%3Y+8.19%5Y—10Y—
- Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTHSundaram · Hybrid₹40.21#531Y-3.89%3Y+7.22%5Y—10Y—
- Sundaram Flexicap Fund - Direct Plan - GROWTHSundaram · Equity₹14.31#541Y-8.41%3Y+7.16%5Y—10Y—
- Sundaram Multi Asset Allocation Fund - Direct Plan - GROWTHSundaram · Hybrid₹13.12#551Y-1.34%3Y—5Y—10Y—
- Sundaram Business Cycle Fund - Direct Plan - GROWTHSundaram · Equity₹11.27#561Y-0.21%3Y—5Y—10Y—
- Sundaram Multi-Factor Fund - Direct Plan - GROWTHSundaram · Equity₹9.34#571Y-8.62%3Y—5Y—10Y—
- Sundaram Income Plus Arbitrage Active FoF - Direct Plan - GROWTHSundaram · Other₹10.44#581Y—3Y—5Y—10Y—
Sundaram mutual funds — frequently asked questions
Which Sundaram mutual fund has given the best 5-year return?
Sundaram Long Term Tax Advantage Fund Series IV is Sundaram's best-performing scheme over five years, with a CAGR of 14.9%. This reflects historical NAV growth and is not a forecast.
How many mutual fund schemes does Sundaram offer?
We track 58 direct-plan Sundaram schemes with a recent NAV, spread across 4 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.
Are these Sundaram returns before or after expenses?
After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.