Sundaram Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
4,621 cr
TER direct / regular
0.82% / 1.91%
CAGR (full)
19.0%
Sharpe (full)
0.86
Sharpe (bull ≤Sep-24)
3.10
Sharpe (sideways Oct-24→)
0.03
Max drawdown
-29.5%
Months of data
95
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).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
36.9%
15.9%
1.83
12
FY23
0.5%
-2.8%
-0.30
12
FY24
36.6%
-9.7%
2.82
12
FY25
12.2%
5.2%
0.44
12
FY26
-1.4%
-0.3%
-0.37
12
FY27*
23.5%
5.2%
3.64
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 returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2018
+0.4
+1.7
+1.2
+3.3
2019
-0.6
+0.1
+7.9
-0.5
+3.5
-0.9
-5.0
+1.5
+6.8
+5.1
+1.9
+1.6
+22.7
2020
+3.1
-1.6
-28.3
+9.9
-1.0
+8.0
+4.5
+4.7
-0.3
+2.0
+13.1
+8.4
+16.6
2021
-1.0
+9.1
-0.8
+1.6
+10.2
+2.3
+5.9
+6.9
+4.1
+2.5
-1.0
+0.2
+46.8
2022
-1.0
-5.2
+6.5
-2.4
-2.8
-5.3
+9.5
+4.8
-1.7
+4.1
+2.7
-3.4
+4.6
2023
-3.2
-1.1
+0.2
+3.6
+5.1
+4.6
+3.8
+0.9
+2.1
-1.6
+7.3
+5.0
+29.6
2024
+0.3
-0.6
+1.4
+3.0
-1.2
+8.7
+2.9
+4.0
+4.5
-4.8
+0.3
-0.2
+19.3
2025
-3.2
-6.4
+5.1
+6.3
+3.7
+5.4
-3.1
-2.0
+1.1
+4.6
+0.9
-0.2
+11.9
2026
-3.9
-2.1
-10.8
+10.7
+1.3
+4.0
+3.6
+2.3
+3.7
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