|
Fund Name
|
Ratings
|
Risk
|
1Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Sundaram Equity Savings Growth Fund |
5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Aggressive Hybrid Growth Fund |
4.5 |
High |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Corporate Bond Growth Fund |
3 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Liquid Growth Fund |
3 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Low Duration Growth Fund |
3 |
Low |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Balanced Advtg Growth Fund |
2.5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Debt Oriented Hyb Growth Fund |
2.5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Overnight Regular Growth Fund |
1.5 |
Medium |
25% |
₹1,00,900 cr. |
Invest |
|
Sundaram Banking & PSU Dbt Reg Growth Fund |
1.5 |
Low |
25% |
₹1,00,900 cr. |
Invest |
About Sundaram Mutual Fund
Sundaram Asset Management Company Ltd. is the holding organization of Sundaram Mutual Funds and is itself a wholly owned subsidiary of Sundaram Finance Limited.
Sundaram Finance Ltd., in its early years in the 1950s, was one of the first financial organisations to be formed in independent India - their business at the time was to fund the purchase of passenger and commercial vehicles. The company has since expanded to mutual funds, general insurance, both home and car finance, and financial services distribution.
Sundaram AMC was formed in 1996 separating Sundaram’s mutual fund section from its core financing operations. The company was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius). In 2002, however, Newton Investment Management got acquired and Sundaram took the opportunity to buy the Newton group’s holdings.
Sundaram AMC also has a history with BNP Paribas Asset Management (BNP PAM), which acquired a 49.9% equity stake at Sundaram AMC in the year 2006 but sold the stake in 2010.
The AMC has a fairly diverse range of mutual funds including equity, debt, liquid and fixed-income funds. They have a 21-member investment team, comprising fund managers, analysts, dealers and economists. They were the first AMC to launch mutual funds in emerging fields such as Leadership, Rural India, Capex, Mid-cap and Micro cap.
Its AUM (exceeding Rs. 43106.83 Crore) has grown at a CAGR of 17% over the last 9 years and he AMC has handled over 5.6 million client folios. They have an asset management subsidiary in Singapore alongside a branch office in Dubai.
Sundaram Mutual Fund Key Information
| AMC Setup date | May 13, 2010 |
| AMC Incorporation date | February 26, 1996 |
| Headquarters (India) | Chennai |
| Name of the sponsors | Sundaram Finance |
| Chairman | Mr. Pratip Chaudhuri |
| MD | Mr. Harsha Viji |
| CEO | Mr. Sunil Subramanium |
| Chief Investment Officer | Mr. Ravi Gopalakrishnan |
| Compliance Officer | Mr. Sundararajan |
Sundaram Mutual Fund Manager
RB
Mr. Rahul Baijal
With an IIM Calcutta MBA in Finance, Marketing and Strategy, Mr. Rahul Baijal began his career journey as a Management Trainee at the Standard Chartered Bank. He has also served as a Fund Manager at the Bharati AXA Life Insurance Co. for 4 years, as Director and Portfolio Manager at TVF Capital, as an Equity Analyst at the HSBC Global Banking and Markets, and at Credit Suisse. At Sundaram, Mr. Baijal manages 16 schemes which in total are worth a net AUM of 4,603.
RR
Mr. Rahul Ranjan
SB
Mr. S. Bharath
RS
Mr. Rohit Seksaria
How to Invest in Sundaram Mutual Fund?
Investing in the Sundaram Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and the OTP. Next, enter your MPIN to complete the login process.
Note:In case you do not have an account with Angel One, you can easily open a demat account with us in a matter of a few minutes by submitting the necessary documents.
Step 2: Determine which funds are the most suited based on your needs and your risk profile. You can learn more about each fund on the Angel One app. Things to do while making the choice are:
- Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
- Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
- Evaluate the fund’s risk levels and judge it based on your risk tolerance.
- Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
- Look at the fund’s expense ratio to get an idea about the cost of investing in it.
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
- Decide whether your want to invest in a lump sum or via monthly SIP.
- Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking.
- After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.
Top 5 Sundaram Mutual Funds to Invest in
The following are some of the best Sundaram Mutual Funds available in the market **-
| Name of the Fund | Type of fund | Minimum investment amount | AUM | 3 year return annualised | 5 year return annualised |
| Sundaram Financial Services Opportunities Fund Direct Growth | Equity | Lump sum Rs 1000 SIP Rs 500 |
Rs 601 cr | 25.76% | 12.40% |
| Sundaram Infrastructure Advantage Fund Direct Growth | Equity | Lump sum Rs 1000 SIP Rs 500 |
Rs 594 cr | 32.55% | 9.06% |
| Sundaram Balanced Advantage Fund Direct Plan Growth | Hybrid | Lump sum Rs 100 SIP Rs 100 |
Rs 1,532 cr | 11.80% | 7.08% |
| Sundaram Short Duration Fund Direct Plan Growth | Debt | Lump sum Rs 5000 SIP Rs 250 |
Rs. 200 cr | 6.65% | 4.78% |
| Sundaram Low Duration Fund Direct Plan Growth | Debt | Lump sum Rs 1000 SIP Rs 1000 |
Rs. 433 cr | 4.94% | 1.82% |
Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.
Sundaram Balanced Advantage Fund Direct Growth
This fund has 97.3% of its money invested in equity, of which 28.5% and 23.3% are invested in construction and capital goods sectors respectively.
Sundaram Financial Services Opportunities Fund Direct Growth
The top two stocks hold a very high percentage of this fund - ICICI Bank and HDFC Bank at roughly 19% and 15% respectively. Moreover, of the top ten companies, eight are banks.
Sundaram Infrastructure Advantage Fund Direct Growth
Over 55% of the holdings of this fund are in large cap stocks. In terms of sub-sectors, the fund is fairly diversified, with very few sub-sectors repeated in the top ten.
Sundaram Short Duration Fund Direct Plan Growth
This is a debt fund that has a large share of its capital invested in NCDs and bonds of private players as well as government securities. The assets of the company are fairly low risk.
Sundaram Low Duration Fund Direct Plan Growth
This is a debt fund that primarily holds CDs and bonds of private companies and some of the Government of India. Most of these bonds are low risk, but the returns are rather low as well.
FAQs
Generally, investors look at the returns of the mutual fund scheme. However, past returns are not indicative of future performance. Therefore, you should also evaluate funds based on other factors such as risk, volatility, the fund manager’s experience, and your own return expectations and risk tolerance in order to choose the best fund suited for your terms.
Fund Category
Large Cap
Mid Cap
Small Cap
Tax Saver
Multi Cap
