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Sundaram Mutual Fund

AUM
₹76,570.40 cr.
No. of Schemes
107
AMC Age
29Yrs
Sundaram Mutual Fund was founded in 1996 by Sundaram Finance Limited, one of the leading financial services companies in India. Sundaram Mutual Fund oSundaram Mutual Fund was founded in 1996 by Sundaram Finance Limited, one of the leading financial services companies in India. Sundaram Mutual Fund offers a wide range of mutual fund schemes across equity, debt, and hybrid categories.Read More

List of Top Sundaram Mutual Fund Schemes

Fund Name
NAV
Expenses Ratio
1y Return
3Y Returns
Risk
Fund Size (in Cr)

About Sundaram Mutual Fund

Sundaram Asset Management Company Ltd. is the holding organisation 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 ₹44,887 Crore) has grown at a CAGR of 17% over the last 9 years and he AMC has handled over 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 and CEO Mr. Anand Radhakrishnan
Chief Investment Officer Mr. Dwijendra Srivastava
Compliance Officer Mr. Ajith Kumar

Sundaram Mutual Fund Managers

RV

Ratish Varier

Fund Manager since Aug 2023 (3 years)

SB

S Bharath

Fund Manager since Aug 2023 (3 years)

AJ

Ashwin Jain

Fund Manager since Aug 2023 (3 years)

RS

Rohit Seksaria

Fund Manager since Aug 2023 (3 years)

AA

Ashish Aggarwal

Fund Manager since Aug 2023 (3 years)

How to Invest in Sundaram Mutual Fund via Angel One?

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.

Documents Required To Invest in Sundaram Mutual Fund

Sundaram Mutual Fund is just a few steps away with Angel One's simplified and fully digital KYC process. To get started with your investment, kindly provide the following essential documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof - Aadhar Card is the preferred choice, including both sides.
  4. Bank Account Details, along with a cancelled cheque if requested.
  5. Nominee details and FATCA Declarations

At Angel One, we've made the KYC verification process hassle-free, granting you quick access to Sundaram Mutual Funds, whether you're a new or returning investor. Achieve your financial goals effortlessly through our user-friendly platform. The KYC process typically takes only 48-72 business hours, so you can kickstart your mutual fund journey promptly.

Top 10 Sundaram Mutual Fund to Invest

Scheme Category AUM (in ₹ Cr) 3-Yr Returns (%) 1-Yr Return (%)
Sundaram Mid Cap Fund Equity 11,638.05 21.80 9.69
Sundaram Infra Advantage Fund Equity 908.35 19.05 2.87
Sundaram Consumption Fund Equity 1,518.44 17.81 11.20
Sundaram Small Cap Fund Equity 3,167.78 17.75 -0.49
Sundaram Fin Serv Opp Fund Hybrid 1,385.95 17.27 4.48
Sundaram Services Fund Equity 3,793.22 16.68 10.63
Sundaram Dividend Yield Fund Equity 879.51 15.20 1.37
Sundaram Multi Cap Fund Equity 2,643.76 14.43 5.41
Sundaram Nifty 100 Equal Weight Fund Equity 96.35 13.94 2.15
Sundaram Global Brand Fund Hybrid 121.20 13.56 18.39
  Note: All data is as of February 24, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

1. Sundaram Mid Cap Fund

The Sundaram Mid Cap Fund is an open-ended equity scheme predominantly investing in mid-cap companies. The fund aims to provide long-term capital appreciation by focusing on companies with a market capitalisation within the Nifty Midcap 150 Index. The fund is managed by S. Bharath and Ratish Varier and is benchmarked against the NIFTY Midcap 150 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Infrastructure Advantage Fund

The Sundaram Infrastructure Advantage Fund is an open-ended equity scheme investing in companies engaged in infrastructure development. The fund seeks to provide capital appreciation by investing in equity and equity-related instruments of companies in the infrastructure sector. The fund is managed by Ashish Aggarwal and Ratish Varier and is benchmarked against the NIFTY Infrastructure Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Consumption Fund

The Sundaram Consumption Fund is an open-ended equity scheme investing in companies that are part of the consumption theme. The fund aims to achieve capital appreciation by investing in equity and equity-related instruments of companies engaged in or expected to benefit from consumption and related activities. The fund is managed by Ratish Varier and is benchmarked against the NIFTY India Consumption Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Small Cap Fund

The Sundaram Small Cap Fund is an open-ended equity scheme that predominantly invests in small-cap companies. The fund aims to provide long-term capital appreciation by focusing on companies with a market capitalisation within the NIFTY Smallcap 250 Index. The fund is managed by Rohit Seksaria and is benchmarked against the NIFTY Smallcap 250 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Financial Services Opportunities Fund

The Sundaram Financial Services Opportunities Fund is an open-ended equity scheme investing in companies engaged in the financial services sector. The fund seeks to achieve capital appreciation by investing in equity and equity-related instruments of companies in the financial services industry. The fund is managed by Rohit Seksaria and Ashish Aggarwal and is benchmarked against the NIFTY Financial Services Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Services Fund

The Sundaram Services Fund is an open-ended equity scheme investing in companies predominantly engaged in the services sector of the economy. The fund aims to seek capital appreciation by investing in equity and equity-related instruments of companies deriving a majority of their income from services such as healthcare, tourism, hospitality, transportation, logistics, education, media, and retail. The fund is managed by Rohit Seksaria, S. Bharath, and Patanjali Srinivasan and is benchmarked against the NIFTY Services Sector Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Dividend Yield Fund

The Sundaram Dividend Yield Fund is an open-ended equity scheme investing in dividend-yielding stocks. The fund aims to provide capital appreciation by investing in a diversified portfolio of companies that have a consistent track record of paying dividends. The fund is managed by Ratish Varier and Ashish Aggarwal and is benchmarked against the NIFTY Dividend Opportunities 50 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Multi Cap Fund

The Sundaram Multi Cap Fund is an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by diversifying investments across different market capitalisations. The fund is managed by Sudhir Kedia and Ratish Varier and is benchmarked against the NIFTY 500 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.

  1. Sundaram Nifty 100 Equal Weight Fund

The Sundaram Nifty 100 Equal Weight Fund is an open-ended index scheme that replicates the NIFTY 100 Equal Weight Index. The fund aims to provide returns that closely correspond to the total returns of the NIFTY 100 Equal Weight Index, subject to tracking errors. The fund is managed by Rohit Seksaria and Ashish Aggarwal and is benchmarked against the NIFTY 100 Equal Weight Total Return Index. The scheme applies an exit load of 0.25% if the units are redeemed within 15 days from the date of allotment. No exit load applies if the units are redeemed after 15 days from the date of allotment.

  1. Sundaram Global Brand Fund

The Sundaram Global Brand Fund is an open-ended fund investing in international equities through a fund-of-funds structure. The fund aims to provide long-term capital appreciation by investing in units of overseas funds that hold global brand leaders. The fund is managed by Patanjali Srinivasan and is benchmarked against the MSCI World Total Return Index. The scheme applies an exit load of 1% if the units are redeemed within 12 months from the date of allotment. No exit load applies if the units are redeemed after 12 months from the date of allotment.

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Sundaram Mutual Fund 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.
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.

For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting mutual funds. Finally, you can also redeem your Sundaram Mutual Funds units by visiting the AMC's website.

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.
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.

You can do this in three ways - by visiting mutual funds, the Angel One App or the AMC’s official website.

Getting the Sundaram Mutual Funds account statement is simple. Head to Mutual Funds section in the Angel One App or visit mutual funds. Alternatively, you can get the statement by visiting the AMC’s official website.

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 ₹1.5 lakh under Section 80C every financial year.
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