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Sundaram Mutual Fund Equity & Hybrid Funds

17 active schemes • Total Tracked AUM: Rs 50,847 cr • Data as of 2026-11-11

Showing all active regular growth equity and hybrid mutual fund schemes managed by Sundaram Mutual Fund. The best-ranked fund from this fund house is Sundaram Mid Cap Fund (Overall Rank #82, Score 5.7/10).

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Rank	Scheme	Score	1Y Return	3Y CAGR	5Y CAGR	Alpha	Beta	Expense	Upside	Downside	Fund Size
#82	SU Sundaram Mid Cap Fund Mid Cap 3Y: +16.06% • 5Y: +14.72% • AUM: Rs 14,409 cr	5.7	+1.88%	+16.06%	+14.72%	+1.83%	0.91	1.86%	98.0%	89.3%	Rs 14,409 cr
#124	SU Sundaram Infrastructure Advantage Fund Sectoral / Thematic 3Y: +14.95% • 5Y: +13.00% • AUM: Rs 943 cr	5.5	+2.34%	+14.95%	+13.00%	+2.57%	1.08	2.31%	113.6%	105.6%	Rs 943 cr
#160	SU Sundaram Services Fund Sectoral / Thematic 3Y: +13.23% • 5Y: +10.96% • AUM: Rs 5,304 cr	6.2	+2.95%	+13.23%	+10.96%	+1.39%	0.94	1.95%	99.6%	92.2%	Rs 5,304 cr
#206	SU Sundaram Large and Midcap Fund Large & Mid Cap 3Y: +12.73% • 5Y: +9.76% • AUM: Rs 7,270 cr	3.5	+3.19%	+12.73%	+9.76%	+0.69%	1.02	2.25%	107.4%	108.2%	Rs 7,270 cr
#212	SU Sundaram Small Cap Fund Small Cap 3Y: +13.27% • 5Y: +13.21% • AUM: Rs 4,044 cr	3.7	+7.77%	+13.27%	+13.21%	+1.60%	0.83	2.02%	89.2%	82.9%	Rs 4,044 cr
#283	SU Sundaram Financial Services Opportunities Fund Sectoral / Thematic 3Y: +11.43% • 5Y: +12.24% • AUM: Rs 1,713 cr	4.8	+3.16%	+11.43%	+12.24%	-0.67%	1.06	2.22%	103.4%	103.9%	Rs 1,713 cr
#334	SU Sundaram ELSS Tax Saver Fund ELSS 3Y: +9.27% • 5Y: - • AUM: Rs 1,287 cr	4.6	-3.56%	+9.27%	-	-2.08%	0.90	-	86.5%	93.2%	Rs 1,287 cr
#352	SU Sundaram Flexicap Fund Flexi Cap 3Y: +8.91% • 5Y: - • AUM: Rs 1,948 cr	3.8	-3.48%	+8.91%	-	-2.42%	0.90	2.17%	84.9%	93.7%	Rs 1,948 cr
#353	SU Sundaram Large Cap Fund Formerly Known as Sundaram Blue Chip Fund Large Cap Beginner 3Y: +8.69% • 5Y: +7.20% • AUM: Rs 3,090 cr	4.3	+0.41%	+8.69%	+7.20%	-1.07%	0.94	2.05%	88.5%	89.9%	Rs 3,090 cr
#363	SU Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption Fund Sectoral / Thematic 3Y: +8.50% • 5Y: +9.99% • AUM: Rs 1,497 cr	3.1	-3.13%	+8.50%	+9.99%	-1.99%	0.79	2.52%	98.4%	115.0%	Rs 1,497 cr
#371	SU Sundaram Dynamic Asset Allocation Fund Balanced Advantage 3Y: +7.64% • 5Y: - • AUM: Rs 1,660 cr	3.4	-0.88%	+7.64%	-	-1.08%	0.60	2.54%	66.9%	60.8%	Rs 1,660 cr
#386	SU Sundaram Value Fund Value 3Y: +7.39% • 5Y: +7.03% • AUM: Rs 1,281 cr	2.6	-4.80%	+7.39%	+7.03%	-3.72%	0.88	2.26%	81.0%	95.1%	Rs 1,281 cr
#393	SU Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund Arbitrage 3Y: +6.47% • 5Y: - • AUM: Rs 576 cr	5.1	+6.26%	+6.47%	-	-	-	1.69%	-	-	Rs 576 cr
#422	SU Sundaram Conservative Hybrid Fund Formerly Known as Sundaram Debt Oriented Hybrid Fund Conservative Hybrid 3Y: +4.82% • 5Y: +4.50% • AUM: Rs 20.0 cr	2.2	-0.35%	+4.82%	+4.50%	-	-	1.86%	-	-	Rs 20.0 cr
#533	SU Sundaram Business Cycle Fund Sectoral / Thematic 3Y: - • 5Y: - • AUM: Rs 1,691 cr	3.3	-0.80%	-	-	-1.18%	1.08	2.51%	118.2%	124.6%	Rs 1,691 cr
#540	SU Sundaram Multi Asset Allocation Fund Multi Asset Allocation 3Y: - • 5Y: - • AUM: Rs 3,290 cr	2.3	+0.70%	-	-	+0.33%	0.79	2.10%	47.8%	43.5%	Rs 3,290 cr
#565	SU Sundaram Multi Factor Fund Sectoral / Thematic 3Y: - • 5Y: - • AUM: Rs 825 cr	2.2	-4.60%	-	-	-6.16%	0.96	3.23%	72.5%	97.0%	Rs 825 cr