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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.
| 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 |
SC
Siddharth Chaudhary
Fund Manager since Apr 2022 (1 year)
RG
Ravi Gopalakrishnan
Fund Manager since Dec 2017 (6 years)
RV
Ratish Varier
Fund Manager since Apr 2015 (8 years)
RS
Rohit Seksaria
Fund Manager since Mar 2017 (6 years)
RB
Rahul Baijal
Fund Manager since Apr 2022 (1 year)
SB
S Bharath
Fund Manager since Nov 2012 (11 years)
SK
Sudhir Kedia
Fund Manager since Aug 2022 (1 year)
DS
Dwijendra Srivastava
Fund Manager since Apr 2022 (1 year)
AA
Ashish Aggarwal
Fund Manager since Jan 2016 (7 years)
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:
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.
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:
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.
The following are some of the best Sundaram Mutual Funds available in the market **-
| Name of the Fund | Sub Category | AUM (₹in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Sundaram LT Micro Cap Tax Adv Fund | Equity Linked Savings Scheme (ELSS) | 38.4 | 500 | 45.35 | 21.01 |
| Sundaram LT Tax Adv Fund | Equity Linked Savings Scheme (ELSS) | 22.58 | 500 | 43.99 | 21.91 |
| Sundaram Small Cap Fund | Small Cap Fund | 2,581.75 | 100 | 36.98 | 21.3 |
| Sundaram Emerging Small Cap Fund | Small Cap Fund | 159.74 | 5000 | 32.81 | 20.5 |
| Sundaram Infra Advantage Fund | Sectoral Fund – Infrastructure | 716.28 | 100 | 32.76 | 17.95 |
| Sundaram Services Fund | Sectoral Fund – Service Industry | 2,795.73 | 100 | 30.96 | 21.57 |
| Sundaram Fin Serv Opp Fund | Sectoral Fund – Banks & Financial Services | 831.02 | 100 | 30.26 | 18.54 |
| Sundaram Mid Cap Fund | Mid Cap Fund | 8,617.54 | 100 | 29.35 | 16.61 |
| Sundaram Multi Cap Fund | Multi Cap Fund | 2,098.7 | 100 | 27.8 | 16.54 |
| Sundaram Tax Savings Fund | Equity Linked Savings Scheme (ELSS) | 1,084.38 | 500 | 24.91 | 14.81 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
This fund falls under the category of Equity Linked Savings Scheme (ELSS). It primarily focuses on investments in micro-cap equities. The fund has an AUM (Assets Under Management) of ₹38.4 crore and an expense ratio of 1.16%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 45.35%. The minimum investment amount for this fund is ₹500.
Categorised as an Equity Linked Savings Scheme (ELSS), this fund primarily focuses on various equity investments. Its AUM stands at ₹22.58 crore with an expense ratio of 1.18%. Over the past 3 years, it has shown a CAGR of 43.99%. The minimum investment required for this fund is ₹500.
This fund is classified as a Small Cap Fund, concentrating on investments in small-cap equities. It manages an AUM of ₹2,581.75 crore with an expense ratio of 0.88%. Over the last 3 years, the fund has shown a CAGR of 36.98%. The minimum investment for this fund is ₹100.
Falling under the Small Cap Fund category, this fund primarily invests in emerging small-cap equities. It manages an AUM of ₹159.74 crore with an expense ratio of 0.97%. Over the past 3 years, it has demonstrated a CAGR of 32.81%. The minimum investment for this fund is ₹5,000.
This fund belongs to the Sectoral Fund – Infrastructure category and focuses on investments in the infrastructure sector. Its AUM is ₹716.28 crore, and it has an expense ratio of 1.96%. Over the last 3 years, the fund has shown a CAGR of 32.76%. The minimum investment required for this fund is ₹100.
Categorised as a Sectoral Fund – Service Industry, this fund primarily invests in the service industry sector. It manages an AUM of ₹2,795.73 crore with an expense ratio of 0.77%. Over the past 3 years, it has demonstrated a CAGR of 30.96%. The minimum investment for this fund is ₹100.
This fund belongs to the Sectoral Fund – Banks & Financial Services category. It primarily focuses on investments in the banking and financial services sector. The fund manages an AUM of ₹831.02 crore with an expense ratio of 0.9%. Over the last 3 years, it has shown a CAGR of 30.26%. The minimum investment for this fund is ₹100.
Categorised as a Mid Cap Fund, this fund focuses on investments in mid-cap equities. It manages an AUM of ₹8,617.54 crore with an expense ratio of 0.95%. Over the past 3 years, it has demonstrated a CAGR of 29.35%. The minimum investment for this fund is ₹100.
This fund is classified as a Multi Cap Fund, diversifying its investments across various market cap. It manages an AUM of ₹2,098.7 crore with an expense ratio of 0.94%. Over the last 3 years, the fund has shown a CAGR of 27.8%. The minimum investment for this fund is ₹100.
Categorised as an Equity Linked Savings Scheme (ELSS), this fund primarily focuses on tax-saving investments. Its AUM stands at ₹1,084.38 crore with an expense ratio of 1.76%. Over the past 3 years, it has demonstrated a CAGR of 24.91%. The minimum investment required for this fund is ₹500.
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 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.
