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Sundaram Mutual Funds

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


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.


Mr. Rahul Ranjan



Mr. S. Bharath



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:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. 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.
  3. Evaluate the fund’s risk levels and judge it based on your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  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.

  1. Decide whether your want to invest in a lump sum or via monthly SIP.
  2. 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.
  3. 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.


Should I invest in the Sundaram Mutual Fund scheme?

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.

How to start Sundaram Mutual Fund SIP online?
You can start investing in Sundaram Mutual Funds SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.
How to redeem Sundaram Mutual Fund online?
For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds/. Finally, you can also redeem your Sundaram Mutual Funds units by visiting the AMC's website.
How much time does it take to redeem Sundaram Mutual Fund?
You can expect to receive the proceeds of equity, debt, and conservative hybrid funds in your registered bank account within 2-4 working days of initiating the withdrawal. In the case of liquid funds, you can expect to get the funds in 1-2 working days.
What are the redemption charges of Sundaram Mutual Fund?
Redemption charges of Sundaram Mutual Funds depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.
How to increase the SIP amount in Sundaram Mutual Fund?
You can do this in three ways - by visiting https://www.angelone.in/mutual-funds/., the Angel One App or the AMC’s official website.
How can I get the Sundaram Mutual Fund statement?
Getting the Sundaram Mutual Funds account statement is simple. Head to Mutual Funds section in the Angel One App or visit https://www.angelone.in/mutual-funds/. Alternatively, you can get the statement by visiting the AMC’s official website.
Are Sundaram Mutual Fund schemes tax-free?
Not all schemes are tax-free. As with any other ELSS, the one offered by Sundaram Mutual Funds also comes with tax benefits. By investing in Sundaram Mutual Fund’s ELSS Funds, you can claim a tax deduction of up to Rs. 1.5 lakh under Section 80C every financial year.

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