Sundaram Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
1,976 cr
TER direct / regular
0.88% / 2.18%
Active return /yr (full)
-0.7%
Score
41
Rank (Score, pool)
#207 of 245
Percentile (full, pool)
18
IR vs benchmark
-0.21
CAGR (absolute)
12.5%
Max drawdown
-14.6%
Months of data
47
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
—
—
—
—
—
—
0
FY23*
1.5%
-0.6%
0.87
52
3.2%
-1.8%
-0.3%
6
FY24
-4.8%
-6.2%
-0.94
18
3.8%
40.1%
35.3%
12
FY25
2.3%
-0.3%
0.58
48
3.4%
5.9%
8.2%
12
FY26
0.4%
-0.3%
0.11
50
3.2%
-3.1%
-2.7%
12
FY27*
-3.3%
-5.1%
-2.43
13
2.9%
15.1%
11.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+0.0
-1.0
+0.8
-0.3
2023
+1.1
+1.1
-0.6
-0.6
+0.8
+0.0
+0.0
-0.2
+0.2
-0.3
-0.0
-1.9
-0.4
2024
-2.9
+0.4
+0.9
-1.3
-1.2
-0.1
-0.3
+1.8
+0.2
+1.3
+0.7
+0.8
+0.4
2025
-0.0
+0.9
-0.9
+0.1
-0.5
-0.6
+2.3
+1.0
-1.3
-0.7
+0.4
+0.3
+0.7
2026
-0.0
+0.1
-0.5
-0.6
-2.0
+0.1
-0.5
-0.0
-3.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+4.1
+2.4
-2.4
+4.0
2023
-2.2
-1.6
-0.4
+3.9
+4.5
+4.3
+3.9
-0.8
+2.4
-3.1
+7.1
+6.1
+26.2
2024
-1.0
+2.0
+1.7
+2.2
-0.4
+6.8
+4.1
+2.8
+2.3
-5.0
+0.7
-0.6
+16.3
2025
-3.5
-6.9
+6.4
+3.3
+3.1
+3.2
-0.6
-0.8
-0.1
+3.6
+1.4
+0.0
+8.6
2026
-3.3
+0.5
-11.9
+9.9
-2.0
+1.8
+1.7
+0.3
-4.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard