Sundaram Equity Funds
Updated September 2026 · 31 active funds · data from AMFI NAVs
Sundaram runs 31 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Sundaram's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
65% of the 26 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund Sundaram | +6.05% | +17.70% | +16.39% | 0.87 | -20.7% | 1.00% | ₹12.9K Cr |
| 2 | Sundaram Small Cap Fund Sundaram | +14.49% | +17.18% | +16.35% | 0.81 | -23.8% | 1.07% | ₹3.3K Cr |
| 3 | Sundaram Financial Services Opportunities Fund Institutional Sundaram | +6.42% | +16.62% | - | 0.71 | -20.1% | 0.80% | - |
| 4 | Sundaram Infrastructure Advantage Fund Sundaram | +3.96% | +15.66% | +15.22% | 0.76 | -22.6% | - | ₹927 Cr |
| 5 | Sundaram Long Term Tax Advantage Fund Series II Sundaram | +5.88% | +14.12% | - | 0.51 | -15.0% | - | ₹12 Cr |
| 6 | Sundaram Large and Midcap Fund Sundaram | +6.67% | +14.07% | +11.40% | 0.68 | -20.3% | 2.60% | ₹6.5K Cr |
| 7 | Sundaram Services Fund Sundaram | +3.00% | +13.88% | +12.50% | 0.78 | -17.4% | 0.81% | ₹4.6K Cr |
| 8 | Sundaram Long Term Tax Advantage Fund Series I Sundaram | +8.09% | +13.65% | - | 0.70 | -14.4% | - | - |
| 9 | Sundaram Long Term Tax Advantage Fund Series IV Sundaram | +8.29% | +13.40% | +16.62% | 0.89 | -22.1% | 2.73% | ₹21 Cr |
| 10 | Sundaram Long Term Tax Advantage Fund Series III Sundaram | +8.83% | +13.23% | +16.55% | 0.87 | -22.7% | 1.35% | ₹32 Cr |
| 11 | Sundaram Long Term Micro Cap Tax Advantage Fund Series V Sundaram | +7.16% | +12.83% | +14.58% | 0.79 | -23.6% | 1.28% | ₹29 Cr |
| 12 | Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Sundaram | +1.47% | +12.78% | - | 0.41 | -19.4% | 1.43% | ₹2.8K Cr |
| 13 | Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Sundaram | +6.17% | +12.27% | +14.72% | 0.81 | -23.4% | 1.25% | ₹34 Cr |
| 14 | Sundaram Financial Services Opportunities Fund Sundaram | +5.93% | +12.23% | +12.98% | 0.61 | -20.1% | 0.80% | ₹1.6K Cr |
| 15 | Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Sundaram | +6.54% | +12.19% | +14.87% | 0.80 | -24.1% | 1.39% | ₹33 Cr |
| 16 | Sundaram Long Term Micro Cap Tax Advantage Fund Series III Sundaram | +6.68% | +12.12% | +14.77% | 0.79 | -24.5% | 1.31% | ₹70 Cr |
| 17 | Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Sundaram | +2.90% | +10.44% | - | 0.32 | -20.1% | 1.30% | ₹1.0K Cr |
| 18 | Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Sundaram | -3.91% | +9.57% | - | 0.33 | -18.9% | 1.72% | ₹884 Cr |
| 19 | Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Sundaram | -4.98% | +9.51% | +10.84% | 0.54 | -23.7% | 1.33% | ₹216 Cr |
| 20 | Sundaram Flexicap Fund Sundaram | -4.57% | +8.68% | - | 0.42 | -15.7% | 0.82% | ₹2.0K Cr |
| 21 | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Sundaram | -5.83% | +8.56% | +9.85% | 0.48 | -24.7% | 1.33% | ₹1.2K Cr |
| 22 | Sundaram ELSS Tax Saver Fund Sundaram | -5.29% | +8.12% | - | 0.25 | -16.7% | 1.74% | ₹1.3K Cr |
| 23 | Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Sundaram | -2.64% | +7.40% | +7.21% | 0.43 | -16.2% | - | ₹305 Cr |
| 24 | Sundaram Value Fund Sundaram | -5.79% | +6.48% | +7.21% | 0.38 | -16.3% | 1.66% | ₹1.4K Cr |
| 25 | Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Sundaram | -3.85% | +6.05% | +5.79% | 0.32 | -16.8% | - | ₹2.8K Cr |
| 26 | Sundaram Business Cycle Fund Sundaram | +1.87% | - | - | 0.19 | -19.5% | 0.61% | ₹1.6K Cr |
| 27 | Sundaram Multi - Factor Fund Sundaram | -4.00% | - | - | -0.32 | -14.9% | 0.69% | ₹984 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.