ANVESHAN Create account

Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

Narrow by number

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

1,170 funds

ordered by size · names starting with S · showing 1001–1050

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Sundaram Hybrid Fund Series K Regular Yearly Dividendno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 0.3% 1.4% ₹0 Cr — not measured
Sundaram Ultra Short Term Fund Direct Plan Monthly Dividend Reinvestmentno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 0.2% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GU Regular Plan Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹12.71
14 Feb 2018
6.8% 8.2% ₹0 Cr — not measured
Sundaram Fixed Term Plan ES Direct Plan Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹12.86
3 Jan 2017
8.0% — ₹0 Cr — not measured
Sundaram Fixed Term Plan DT Regular Plan Half Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 7.7% — ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP)-Series 80 (366 Days)no recent NAV
SBI Funds Management Limited
Uncategorised — 7.4% — ₹0 Cr — not measured
Sundaram Select Micro Cap Series VI Direct Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹19.94
3 Apr 2018
20.3% 18.3% ₹0 Cr — not measured
Sundaram Top 100 Series IV Direct Plan Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 28.8% — ₹0 Cr — not measured
SUNDARAM INTERVAL FUND QUARTERLY SERIES PLAN D REG DIVIDENDno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
Sundaram Fixed Term Plan DP Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
Sundaram Hybrid Fund Series M Direct Plan half Yearly Dividendno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −0.5% 2.6% ₹0 Cr — not measured
Sahara Infrastructure Fund - FIXED PRICING OPTIONno recent NAV
Sahara Asset Management Company Private Limited
Growth ₹21.21
3 Apr 2020
−25.7% −6.0% ₹0 Cr 2.25%
Regular 2.30%
beat peers in 94% of 3-yr windows32 windows — thin record
Sundaram Fixed Term Plan IJ Regular Plan Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 4.4% 7.1% ₹0 Cr — not measured
Sundaram Fixed Term Plan GJ Direct Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −11.3% — ₹0 Cr — not measured
Sundaram Low Duration Fund Inst Fortnightly Dividendno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
Sundaram Fixed Term Plan IE Direct Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 7.7% 6.8% ₹0 Cr — not measured
SBI DEBT FUND SERIES A - 7 DIRECT PLANno recent NAV
UNKNOWN
Uncategorised — 8.3% — ₹0 Cr — not measured
SUNDARAM HYBRID SERIES U REGULAR PLAN YEARLY DIVIDEND PAYOUTno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 1.5% 3.4% ₹0 Cr — not measured
Sundaram Fixed Term Plan DT Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 7.6% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GJ Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −12.0% — ₹0 Cr — not measured
Sundaram Value Fund Series I Direct Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹16.74
1 Jan 2018
55.7% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GE Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −2.6% — ₹0 Cr — not measured
Sundaram Fixed Term Plan DV Regular Plan Half Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
SUNDARAM HYBRID SERIES U DIRECT PLAN GROWTHno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹12.38
28 Oct 2020
1.8% 5.8% ₹0 Cr — not measured
Sundaram Fixed Term Plan DY Regular Plan Half Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
SUNDARAM hYBRID SERIES N DIRECT PLAN GROWTHno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹12.53
7 Jan 2019
4.8% 7.0% ₹0 Cr — not measured
Sundaram Select Focus-Inst Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹289.77
24 Dec 2021
24.3% 17.5% ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP)-Series 82 (91 Days) Direct Plan- Income Distribution Cum Capital Withdrawal Payoutno recent NAV
SBI Funds Management Limited
Uncategorised — — — ₹0 Cr — not measured
Sundaram Equity Hybrid Fund Institutional Plan - Income Distribution cum Capital Withdrawalno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −5.9% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GG Regular Plan Half Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −8.5% — ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP) - Series 4no recent NAV
SBI Funds Management Limited
Uncategorised — — — ₹0 Cr — not measured
Sundaram Ultra Short Term Fund Direct Plan Weekly Dividend Reinvestmentno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 0.2% — ₹0 Cr — not measured
Sundaram Fixed Term Plan DP Regular Plan Half Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 7.2% — ₹0 Cr — not measured
Sundaram Hybrid Fund Series F Direct Plan Growthno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹14.94
4 Apr 2019
5.8% 7.9% ₹0 Cr — not measured
SUNDARAM INTERVAL FUND QUARTERLY SERIES PLAN D REG GROWTHno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹17.74
7 Jul 2015
— — ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP) - Series 42 (1857 Days) Direct Plan - Income Distribution cum Capital Withdrawal Optionno recent NAV
SBI Funds Management Limited
Uncategorised — 5.9% 7.0% ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP)-Series 72 (1239 Days) Regular Plan- Income Distribution Cum Capital Withdrawal Payoutno recent NAV
SBI Funds Management Limited
Uncategorised — 6.0% 7.2% ₹0 Cr — not measured
SUNDARAM CPOF 5 YRS SR 8 DIRECT PLAN GROWTHno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹14.26
6 Apr 2021
11.9% 7.0% ₹0 Cr — not measured
Sundaram Fixed Term Plan DZ Direct Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 8.9% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GG Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
Sundaram Ultra Short Term Fund Direct Plan Daily Dividend Reinvestmentno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 0.0% — ₹0 Cr — not measured
Sundaram Fixed Term Plan FB Regular Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — — — ₹0 Cr — not measured
Sundaram Small Cap Fund Institutional Plan - Income Distribution cum Capital Withdrawalno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 41.4% 17.3% ₹0 Cr — not measured
Sundaram Fixed Term Plan DY Direct Plan Quarterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 8.0% — ₹0 Cr — not measured
Sundaram Fixed Term Plan GK Regular Plan Quaterly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — −11.2% 1.9% ₹0 Cr — not measured
SUNDARAM HYBRID SERIES P DIRECT PLAN GROWTHno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised ₹12.92
22 Oct 2019
8.6% 6.9% ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP)-Series 72 (1239 Days) Direct Plan- Income Distribution Cum Capital Withdrawal Payoutno recent NAV
SBI Funds Management Limited
Uncategorised — 6.1% 7.3% ₹0 Cr — not measured
Sundaram Hybrid Fund Series A Direct Plan Yearly Dividend Payoutno recent NAV
Sundaram Asset Management Company Ltd
Uncategorised — 3.5% — ₹0 Cr — not measured
SBI Capital Protection Oriented Fund - Series IIno recent NAV
UNKNOWN
Uncategorised — 2.0% — ₹0 Cr — not measured
SBI Fixed Maturity Plan (FMP)-Series 80 (366 Days) Direct Plan- Income Distribution Cum Capital Withdrawal Payout Optionno recent NAV
SBI Funds Management Limited
Uncategorised — 7.5% — ₹0 Cr — not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.