Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Sundaram Infrastructure Advantage Fund

Equity Sectoral / Thematic

0

Very High

27.83%

₹1,044.07 cr.

Sundaram Infrastructure Advantage Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

27.79%

₹1,044.07 cr.

Sundaram Infrastructure Advantage Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

27.79%

₹1,044.07 cr.

Sundaram Mid Cap Fund Direct Plan IDCW Payout

Equity Mid Cap Fund

1

Very High

26.17%

₹11,820.86 cr.

Sundaram Mid Cap Fund Direct Plan IDCW Reinvestment

Equity Mid Cap Fund

1

Very High

26.17%

₹11,820.86 cr.

Sundaram Mid Cap Fund

Equity Mid Cap Fund

1

Very High

26.13%

₹11,820.86 cr.

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV

Equity ELSS

0

Very High

24.41%

₹41.11 cr.

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv Direct Plan Payout of IDCW Payout

Equity ELSS

0

Very High

24.41%

₹41.11 cr.

Sundaram Small Cap Fund

Equity Small Cap Fund

0.5

Very High

23.47%

₹3,331.22 cr.

Sundaram Small Cap Fund Direct Plan IDCW Payout

Equity Small Cap Fund

0.5

Very High

23.46%

₹3,331.22 cr.

Sundaram Small Cap Fund Direct Plan IDCW Reinvestment

Equity Small Cap Fund

0.5

Very High

23.46%

₹3,331.22 cr.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Plan Payout of IDCW Payout

Equity ELSS

0

Very High

23.24%

₹34.82 cr.

Sundaram Long Term Micro Cap Tax Advantage Fund Series V

Equity ELSS

0

Very High

23.24%

₹34.82 cr.

Sundaram Financial Services Opportunities Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

22.34%

₹1,386.75 cr.

Sundaram Financial Services Opportunities Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

22.34%

₹1,386.75 cr.

Sundaram Financial Services Opportunities Fund

Equity Sectoral / Thematic

0

Very High

22.29%

₹1,386.75 cr.

Sundaram Dividend Yield Fund

Equity Dividend Yield Fund

0

Very High

21.84%

₹923.54 cr.

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Direct Plan Half Yearly IDCW Payout

Equity Dividend Yield Fund

0

Very High

21.8%

₹923.54 cr.

Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Direct Plan Half Yearly IDCW Reinvestment

Equity Dividend Yield Fund

0

Very High

21.8%

₹923.54 cr.

Sundaram Multi Cap Fund

Equity Multi Cap Fund

0

Very High

21.62%

₹2,724.92 cr.

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Payout

Equity Multi Cap Fund

0

Very High

21.56%

₹2,724.92 cr.

Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) Direct Plan Half Yearly IDCW Reinvestment

Equity Multi Cap Fund

0

Very High

21.56%

₹2,724.92 cr.

Sundaram Consumption Fund

Equity Sectoral / Thematic

0

Very High

20.9%

₹1,494.81 cr.

Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Payout

Equity Sectoral / Thematic

0

Very High

20.88%

₹1,494.81 cr.

Sundaram Consumption Fund (Formerly Known asSundaram Rural and Consumption Fund Direct Plan - IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

20.88%

₹1,494.81 cr.

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Payout

Other Index Fund

0

Very High

20.8%

₹85.73 cr.

Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Direct Plan IDCW Reinvestment

Other Index Fund

0

Very High

20.8%

₹85.73 cr.

Sundaram Nifty 100 Equal Weight Fund

Other Index Fund

0

Very High

20.76%

₹85.73 cr.

Sundaram Services Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

20.64%

₹3,631.82 cr.

Sundaram Services Fund

Equity Sectoral / Thematic

0

Very High

20.59%

₹3,631.82 cr.

Sundaram Large and Midcap Fund

Equity Large & Mid Cap Fund

1.5

Very High

20.36%

₹6,859.35 cr.

Sundaram Large and Midcap Direct Plan IDCW Payout

Equity Large & Mid Cap Fund

1.5

Very High

20.36%

₹6,859.35 cr.

Sundaram Large and Midcap Direct Plan IDCW Reinvestment

Equity Large & Mid Cap Fund

1.5

Very High

20.36%

₹6,859.35 cr.

Sundaram ELSS Tax Saver Fund

Equity ELSS

0

Very High

19.4%

₹1,355.38 cr.

Sundaram ELSS Tax Saver Fund Direct Plan Half Yearly IDCW Payout

Equity ELSS

0

Very High

19.36%

₹1,355.38 cr.

Sundaram Long Term Tax Advantage Fund Series II

Equity ELSS

0

Very High

18.49%

₹13.26 cr.

Sundaram Long Term Tax Advantage Fund Series Ii Direct Plan Payout of IDCW Payout

Equity ELSS

0

Very High

18.49%

₹13.26 cr.

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Direct Plan Half Yearly IDCW Reinvestment

Equity Focused Fund

0

Very High

18.02%

₹1,110.63 cr.

Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) Direct Plan Half Yearly IDCW Payout

Equity Focused Fund

0

Very High

18.02%

₹1,110.63 cr.

Sundaram Focused Fund

Equity Focused Fund

0

Very High

18%

₹1,110.63 cr.

Sundaram Diversified Equity (ELSS)

Equity ELSS

2.5

Very High

17.89%

₹1,649.12 cr.

Sundaram Diversified Equity (ELSS) Direct Plan IDCW Payout

Equity ELSS

2.5

Very High

17.83%

₹1,649.12 cr.

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Reinvestment of IDCW Reinvestment

Equity Large Cap Fund

0

Very High

17.77%

₹3,528.52 cr.

Sundaram Large Cap Fund

Equity Large Cap Fund

0

Very High

17.76%

₹3,528.52 cr.

Sundaram Aggressive Hybrid Fund

Hybrid Aggressive Hybrid Fund

4.5

High

16.3%

₹4,979.18 cr.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout

Hybrid Aggressive Hybrid Fund

4.5

High

15.88%

₹4,979.18 cr.

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment

Hybrid Aggressive Hybrid Fund

4.5

High

15.88%

₹4,979.18 cr.

Sundaram Services Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

15.04%

₹3,631.82 cr.

Sundaram Equity Savings Fund

Hybrid Equity Savings

5

Moderate

13.83%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Half Yearly Payout

Hybrid Equity Savings

5

Moderate

13.83%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Half Yearly Reinvestment

Hybrid Equity Savings

5

Moderate

13.83%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment

Hybrid Equity Savings

5

Moderate

13.81%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout

Hybrid Equity Savings

5

Moderate

13.81%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout

Hybrid Equity Savings

5

Moderate

13.81%

₹841.07 cr.

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Reinvestment

Hybrid Equity Savings

5

Moderate

13.81%

₹841.07 cr.

Sundaram Balanced Advantage Fund

Hybrid Dynamic Asset Allocation or Balanced Advantage

2.5

High

13.47%

₹1,544.21 cr.

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

2.5

High

13.26%

₹1,544.21 cr.

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

2.5

High

13.26%

₹1,544.21 cr.

Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan Payout of IDCW Payout

Equity Large Cap Fund

0

Very High

11.52%

₹3,528.52 cr.

Sundaram Debt Oriented Hybrid Fund

Hybrid Conservative Hybrid Fund

2.5

Moderate

10.07%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Half Yearly IDCW Reinvestment

Hybrid Conservative Hybrid Fund

2.5

Moderate

10.07%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Half Yearly IDCW Payout

Hybrid Conservative Hybrid Fund

2.5

Moderate

10.07%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Quarterly IDCW Reinvestment

Hybrid Conservative Hybrid Fund

2.5

Moderate

10.07%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Quarterly IDCW Payout

Hybrid Conservative Hybrid Fund

2.5

Moderate

10.07%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Monthly IDCW Payout

Hybrid Conservative Hybrid Fund

2.5

Moderate

9.37%

₹26.53 cr.

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Monthly IDCW Reinvestment

Hybrid Conservative Hybrid Fund

2.5

Moderate

9.37%

₹26.53 cr.

Sundaram Global Brand Fund

Other FoFs Overseas

0

Very High

7.92%

₹114.38 cr.

Sundaram Global Brand Fund Direct Plan IDCW Payout

Other FoFs Overseas

0

Very High

7.91%

₹114.38 cr.

Sundaram Global Brand Fund Direct Plan IDCW Reinvestment

Other FoFs Overseas

0

Very High

7.91%

₹114.38 cr.

Sundaram Ultra Short Duration Fund

Debt Ultra Short Duration Fund

1.5

Moderately Low

6.07%

₹1,680.99 cr.

Sundaram Low Duration Fund

Debt Low Duration Fund

3

Moderate

6.03%

₹376.59 cr.

Sundaram Short Duration Fund

Debt Short Duration Fund

3

Moderate

6.03%

₹187.41 cr.

Sundaram Liquid Fund

Debt Liquid Fund

3

Moderate

5.9%

₹5,480.86 cr.

Sundaram Money Market Fund

Debt Money Market Fund

3.5

Low

5.88%

₹264.76 cr.

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Direct Plan IDCW Monthly Reinvestment

Debt Ultra Short Duration Fund

1.5

Moderately Low

5.73%

₹1,680.99 cr.

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Direct Plan IDCW Monthly Payout

Debt Ultra Short Duration Fund

1.5

Moderately Low

5.73%

₹1,680.99 cr.

Sundaram Arbitrage Fund

Hybrid Arbitrage Fund

1.5

Moderately Low

5.71%

₹119.30 cr.

Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Payout

Hybrid Arbitrage Fund

1.5

Moderately Low

5.71%

₹119.30 cr.

Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment

Hybrid Arbitrage Fund

1.5

Moderately Low

5.71%

₹119.30 cr.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Plan Monthly IDCW Payout

Debt Low Duration Fund

3

Moderate

5.65%

₹376.59 cr.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Plan Monthly IDCW Reinvestment

Debt Low Duration Fund

3

Moderate

5.65%

₹376.59 cr.

Sundaram Money Market Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment

Debt Money Market Fund

3.5

Low

5.65%

₹264.76 cr.

Sundaram Money Market Fund Direct Plan Quarterly Reinvestment of IDCW Reinvestment

Debt Money Market Fund

3.5

Low

5.64%

₹264.76 cr.

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW Plan Monthly Payout

Debt Short Duration Fund

3

Moderate

5.6%

₹187.41 cr.

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan IDCW Plan Monthly Reinvestment

Debt Short Duration Fund

3

Moderate

5.6%

₹187.41 cr.

Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Direct Plan IDCW Monthly Payout

Debt Liquid Fund

3

Moderate

5.59%

₹5,480.86 cr.

Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Direct Plan IDCW Monthly Reinvestment

Debt Liquid Fund

3

Moderate

5.59%

₹5,480.86 cr.

Sundaram Overnight Fund

Debt Overnight Fund

1.5

Low

5.5%

₹1,040.15 cr.

Sundaram Corporate Bond Fund Direct Plan Quarterly IDCW Payout

Debt Corporate Bond Fund

3

Moderately Low

5.43%

₹709.57 cr.

Sundaram Corporate Bond Fund Direct Plan Quarterly IDCW Reinvestment

Debt Corporate Bond Fund

3

Moderately Low

5.43%

₹709.57 cr.

Sundaram Corporate Bond Fund

Debt Corporate Bond Fund

3

Moderately Low

5.43%

₹709.57 cr.

Sundaram Corporate Bond Fund Direct Plan Annual IDCW Payout

Debt Corporate Bond Fund

3

Moderately Low

5.43%

₹709.57 cr.

Sundaram Corporate Bond Fund Direct Plan Annual IDCW Reinvestment

Debt Corporate Bond Fund

3

Moderately Low

5.43%

₹709.57 cr.

Sundaram Corporate Bond Fund Direct Plan Monthly IDCW Payout

Debt Corporate Bond Fund

3

Moderately Low

5.41%

₹709.57 cr.

Sundaram Corporate Bond Fund Direct Plan Monthly IDCW Reinvestment

Debt Corporate Bond Fund

3

Moderately Low

5.41%

₹709.57 cr.

Sundaram Overnight Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment

Debt Overnight Fund

1.5

Low

5.33%

₹1,040.15 cr.

Sundaram Banking and PSU Debt Fund

Debt Banking and PSU Fund

1.5

Moderately Low

5.26%

₹328.60 cr.

Sundaram Banking and PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan Monthly IDCW Payout

Debt Banking and PSU Fund

1.5

Moderately Low

4.75%

₹328.60 cr.

Sundaram Banking and PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan Monthly IDCW Reinvestment

Debt Banking and PSU Fund

1.5

Moderately Low

4.75%

₹328.60 cr.

Sundaram Medium Term Bond Fund

Debt Medium Duration Fund

1

Moderate

4.45%

₹42.17 cr.

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan Annual IDCW Payout

Debt Medium Duration Fund

1

Moderate

4.44%

₹42.17 cr.

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan Annual IDCW Reinvestment

Debt Medium Duration Fund

1

Moderate

4.44%

₹42.17 cr.

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan Quarterly IDCW Payout

Debt Medium Duration Fund

1

Moderate

4.44%

₹42.17 cr.

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan Quarterly IDCW Reinvestment

Debt Medium Duration Fund

1

Moderate

4.44%

₹42.17 cr.

Sundaram Money Market Fund Direct Plan Quarterly Payout of IDCW Payout

Debt Money Market Fund

3.5

Low

3.15%

₹264.76 cr.

Sundaram Money Market Fund Direct Plan Monthly Payout of IDCW Payout

Debt Money Market Fund

3.5

Low

0.01%

₹264.76 cr.

Sundaram Overnight Fund Direct Plan Monthly Payout of IDCW Payout

Debt Overnight Fund

1.5

Low

0.01%

₹1,040.15 cr.

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Direct Plan Quarterly IDCW Reinvestment

Debt Ultra Short Duration Fund

0

Moderately Low

0%

₹1,680.99 cr.

Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) Direct Plan Quarterly IDCW Payout

Debt Ultra Short Duration Fund

0

Moderately Low

0%

₹1,680.99 cr.

Sundaram Corporate Bond Fund Direct Plan Half Yearly IDCW Payout

Debt Corporate Bond Fund

0

Moderately Low

0%

₹709.57 cr.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Quarterly IDCW Reinvestment

Debt Low Duration Fund

0

Moderate

0%

₹376.59 cr.

Sundaram Multi Asset Allocation Fund Direct Plan IDCW Reinvestment

Hybrid Multi Asset Allocation

0

Very High

0%

₹2,252.70 cr.

Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) Direct Quarterly IDCW Payout

Debt Low Duration Fund

0

Moderate

0%

₹376.59 cr.

Sundaram Corporate Bond Fund Direct Plan Half Yearly IDCW Reinvestment

Debt Corporate Bond Fund

0

Moderately Low

0%

₹709.57 cr.

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan Quarterly IDCW Payout

Debt Short Duration Fund

0

Moderate

0%

₹187.41 cr.

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan Half Yearly IDCW Payout

Debt Short Duration Fund

0

Moderate

0%

₹187.41 cr.

Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Direct Plan Annual IDCW Payout

Debt Short Duration Fund

0

Moderate

0%

₹187.41 cr.

Sundaram Flexicap Fund

Equity Flexi Cap Fund

0

Very High

0%

₹2,152.58 cr.

Sundaram Multi Asset Allocation Fund

Hybrid Multi Asset Allocation

0

Very High

0%

₹2,252.70 cr.

Sundaram Flexicap Fund Direct Plan IDCW Payout Payout

Equity Flexi Cap Fund

0

Very High

0%

₹2,152.58 cr.

Sundaram Flexicap Fund Direct Plan IDCW Reinvestment

Equity Flexi Cap Fund

0

Very High

0%

₹2,152.58 cr.

Sundaram Business Cycle Fund Direct Plan IDCW Payout Payout

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Sundaram Business Cycle Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Sundaram Business Cycle Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Sundaram Multi Asset Allocation Fund Direct Plan IDCW Payout Payout

Hybrid Multi Asset Allocation

0

Very High

0%

₹2,252.70 cr.

Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) Direct Quarterly IDCW Reinvestment

Debt Liquid Fund

0

Moderate

0%

₹5,480.86 cr.

Sundaram Banking and PSU Debt Fund Direct Plan Weekly Reinvestment of IDCW Reinvestment

0%

₹.00 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 Mr. Harsha Viji
CEO Mr. Sunil Subramanium
Chief Investment Officer Mr. Ravi Gopalakrishnan
Compliance Officer Mr. Sundararajan

Sundaram Mutual Fund Managers

SC

Siddharth Chaudhary

Fund Manager since Oct 2023 (9 months)

Hide Details

Mr. Chaudhary joined Bajaj Finserv in July 2022 as a Senior Fund Manager (Fixed Income). Earlier, he was associated with Sundaram Asset Management Co. Ltd from April 2019 to July 2022 as Head of Fixed Income (Institutional Business). Before that, he worked as a Senior Fund Manager of Fixed Income, and as a Fund Manager of Fixed Income with Sundaram Asset Management Co. Ltd. Before that, in the period between June 2006 and September 2010, he worked as Senior Manager, Treasury Department in Indian Bank.

RG

Ravi Gopalakrishnan

Fund Manager since Dec 2017 (6 years)

View Details

Mr. Gopalakrishnan has an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Before joining Sundaram Mutual Fund, he worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group, USA, and Sun F & C Asset Management Ltd.

RV

Ratish Varier

Fund Manager since Jun 2024 (1 month)

View Details

Mr. Varier is currently VP and Fund Manager Equities at Sundaram Asset Management Company. He has a B.Com. & MBA (Finance). Before Sundaram, he worked with Mahindra Asset Management, Reliance Life Insurance Company Limited and ICAP.

RS

Rohit Seksaria

Fund Manager since Jan 2024 (6 months)

View Details

Rohit Seksaria is a Chartered Accountant did his MBA from Indian Institute of Management, Ahmedabad. He worked at various firms including JP Morgan Investment Management, UTI Mutual Fund, Irevna Research Services, Progress Capital, Matchpoint Investment Management and Progress Capital /Asia Capital & Advisors before joining Sundaram Asset Management Company.

RB

Rahul Baijal

Fund Manager since Apr 2022 (2 years)

View Details

Rahul Baijal did his MBA from the Indian Institute of Management, Calcutta. Before joining HDFC Mutual Fund he worked at various firms including ANZ Investment Bank, Standard Chartered Bank, Credit Suisse, HSBC Global Banking and Markets, TVF Capital, Bharti AXA Life Insurance and Sundaram Mutual. He joined HDFC Mutual Fund as a Senior Fund Manager (Equity).

SB

S Bharath

Fund Manager since Nov 2012 (11 years)

View Details

Mr. Bharath has a B Com (H) and an MBA. Before joining Sundaram Mutual Fund he has worked with Navia Markets Ltd as an analyst.

SK

Sudhir Kedia

Fund Manager since Oct 2019 (4 years)

View Details

Mr. Kedia's has experience in this field of more than 12 years. He was previously associated with Principal Asset Management as a fund manager, Mirae Asset Global Investments as a fund manager and ASK Investments as an associate portfolio manager.

DS

Dwijendra Srivastava

Fund Manager since Apr 2022 (2 years)

View Details

Dwijendra Srivastava did his PGDM, Finance from Goa Institute of Management (GIM). He worked at Indo Swiss, Tower Capital & Securities Pvt. Ltd, Tata Mutual Fund, JM Financial Mutual Fund and Deutsche Asset Management before joining Sundaram Asset Management Company Limited. Currently, he is the Executive Vice President and CIO Debt.

AA

Ashish Aggarwal

Fund Manager since Jan 2016 (8 years)

View Details

Ashish Aggarwal did PGPM from Infinity Business School. He worked at IL & Fs Investsmart Sec Limited, Collins Stewart India, Mangal Keshav Securities, Tata Securities and Antique Stock Broking Limited before joining Sundaram Mutual as the Associate Fund Manager.

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

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.

Sundaram LT Micro Cap Tax Adv Fund

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.

Sundaram LT Tax Adv Fund

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.

Sundaram Small Cap Fund

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.

Sundaram Emerging Small Cap Fund

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.

Sundaram Infra Advantage Fund

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.

Sundaram Services Fund

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.

Sundaram Fin Serv Opp Fund

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.

Sundaram Mid Cap Fund

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.

Sundaram Multi Cap Fund

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.

Sundaram Tax Savings Fund

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.

Mutual Funds Calculators

Sundaram Mutual Fund FAQs

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 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 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 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 ₹1.5 lakh under Section 80C every financial year.