Sundaram Mutual Fund

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

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

Note: The data above is as of Feb 10, 2026, and is sorted and ranked as per the 3yr CAGR.

Sundaram Mid Cap Fund

It is a mid-cap equity scheme aimed at achieving long-term capital appreciation by investing predominantly in mid-cap stocks across sectors. The fund follows a bottom-up stock selection process with research focus on companies positioned for growth, making it suitable for investors seeking exposure to the mid-cap segment of the Indian market. The scheme is managed by Bharath S. and Ratish Varier, who bring experience in equities and financial analysis. 

Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund is a sectoral equity fund that seeks long-term returns by investing predominantly in infrastructure and related companies that are positioned to benefit from India’s infrastructure growth story. It aims to capture growth in capex and ancillary sectors through equity and equity-related instruments, making it ideal for investors bullish on infrastructure development.

Sundaram Small Cap Fund

This fund is categorised as a small-cap equity scheme with the primary objective of achieving capital appreciation by investing mainly in diversified small-cap stocks. The fund targets companies that fall within the smaller market capitalisation segment, which may offer higher growth potential over long investment horizons. It suits investors willing to take higher risk for potential higher returns in the small-cap space. Rohit Seksaria is the fund manager.

Sundaram Financial Services Opportunities Fund

This fund from Sundaram Mutual Fund focuses on investing in banking, insurance, asset management, NBFCs, and other financial services companies to capitalise on growth opportunities in India’s financial sector. The scheme aims to generate capital appreciation by concentrating on firms involved in financial intermediation and services, benefiting investors seeking targeted exposure to this theme. Rohit Seksaria is the fund manager.

Sundaram LT Tax Adv Fund-Sr IV

It is an Equity Linked Savings Scheme (ELSS) designed to provide long-term capital growth along with tax benefits under Section 80C. It invests predominantly in equity and equity-related securities while offering income-tax savings through its three-year lock-in structure. The scheme is managed by Rohit Seksaria (and sometimes Dwijendra Srivastava depending on series), focusing on equity investments with long-term growth potential. 

Sundaram LT Tax Adv Fund-Sr III

Sundaram LT Tax Adv Fund-Sr III is another ELSS variant with similar objectives: to generate long-term capital appreciation and provide tax benefits under Section 80C by predominantly investing in equity and equity-related instruments. The scheme is also guided by experienced managers such as Rohit Seksaria, helping investors with a tax-efficient equity investment strategy. 

Sundaram LT Micro Cap Tax Adv Fund-Sr V

This is close-ended ELSS fund aiming to generate long-term capital growth by investing mainly in micro-cap companies, defined as smaller market capitalisation stocks. This scheme offer a mix of potential tax savings under Section 80C and exposure to micro-cap equity opportunities, suitable for investors with high risk tolerance and a long investment horizon. This is managed by Rohit Seksaria and Dwijendra Srivastava. 

Sundaram Services Fund

It is an equity scheme that seeks capital appreciation by investing in companies whose primary business is within the services sector of the Indian economy, including healthcare, logistics, hospitality, and other service-oriented industries. The fund targets diversified growth across service-related segments, catering to investors looking to leverage secular service sector expansion. This is managed by Rohit Seksaria.

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

This is close-ended ELSS funds aiming to generate long-term capital growth by investing mainly in micro-cap companies, defined as smaller market capitalisation stocks. These schemes offer a mix of potential tax savings under Section 80C and exposure to micro-cap equity opportunities, suitable for investors with high risk tolerance and a long investment horizon. They are managed by Rohit Seksaria and Dwijendra Srivastava.

Sundaram LT Micro Cap Tax Adv Fund-Sr VI

This is close-ended ELSS funds aiming to generate long-term capital growth by investing mainly in micro-cap companies, defined as smaller market capitalisation stocks. These schemes offer a mix of potential tax savings under Section 80C and exposure to micro-cap equity opportunities, suitable for investors with high risk tolerance and a long investment horizon. They are managed by Rohit Seksaria and Dwijendra Srivastava.