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Sundaram Mutual Fund

Updated on April 12, 2024 , 10885 views

Sundaram Mutual Fund is an Asset Management Company and a wholly owned subsidiary of Sundaram Finance Limited. This fund house has been active in the Indian Mutual Fund Industry more than two decades. The operations of Sundaram Mutual Fund have spread across India in Dubai as well as Singapore. The company has a wholly owned subsidiary in Singapore formed in 2012. Headquartered in Chennai, the Mutual Fund company has 93 customer care centers across the country.

Sundaram

Sundaram Mutual Fund has been constantly innovative and is the first company to launch schemes based on new themes like Micro Cap Series of funds, Leadership funds, and Rural India funds.

AMC Sundaram Mutual Fund
Date of Setup August 24, 1996
AUM INR 32788.80 crore (Jun-30-2018)
Chairman Mr. Pratip Chaudhuri
CEO/MD Mr. Sunil Subramaniam/Mr. Harsha Viji
CIO Mr. Dwijendra Srivastava/Mr. S Krishnakumar
Compliance Officer Mr. P Sundararajan
investor Service Officer Mr. Dhiren H Thakker/Mr. Rahul Mayor
Customer Care Number 1800 103 2440
Telephone 044 – 28569900
Fax 044 – 28583156
Email customerservices[AT]sundarammutual.com
Website www.sundarammutual.com

About Sundaram MF

Sundaram Mutual fund was promoted jointly by Sundaram Finance Limited (SFL) and Stewart Newton Holdings (Mauritius) Limited in 1996. SFL was formed with the purpose of financing for commercial vehicle and passenger car purchase. Newton Investment Management, on the other hand, was a well-known independent investment manager in the UK formed in the year 1977. In 2002, Newton Investment Management was acquired by US based Mellon Financial Corporation during which SFL purchased the entire stake of Newton Investment Management in Sundaram Mutual Fund.

In 2006, BNP Paribas Asset Management acquired 49.9% stake in Sundaram Mutual Funds by forming a joint venture with SFL. However, in 2010, BNP Paribas had to withdraw its stake due to government regulations that permit companies to form only one Mutual Fund company. This was because of its global acquisition of Fortis Group. Since then, Sundaram Mutual Fund is a wholly owned subsidiary of Sundaram Finance Ltd.

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Best Mutual Funds by Sundaram

Sundaram Mutual Fund offers a variety of schemes under various categories to cater the diverse preferences of individuals. So, let us understand the various categories of these funds and the best schemes under each category.

Equity Funds

Equity Funds invest their corpus in equity and equity-related instruments of various companies. The returns on equity shares cannot be guaranteed but are considered as a good option for long-term investments. Some of the categories of equity funds include Large cap funds, mid cap funds, Small cap funds, and much more. Some of the Best equity funds offered by Sundaram are listed below as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹82.4364
↓ -0.64
₹1,3651.29.136.619.814.530.2
Sundaram Mid Cap Fund Growth ₹1,134.05
↓ -3.92
₹10,2626.323.256.326.719.440.4
Sundaram Small Cap Fund Growth ₹227.212
↓ -0.68
₹3,05631652.629.122.345.3
Sundaram Financial Services Opportunities Fund Growth ₹90.5451
↓ -0.83
₹1,1502.214.738.922.417.231.1
Sundaram Large and Mid Cap Fund Growth ₹74.5987
↓ -0.52
₹6,1185.218.138.920.616.626.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

Debt Funds

Debt Funds are the ones who invest their fund money in fixed Income instruments. Some of the fixed income instruments in which debt funds invest their corpus include treasury bills, corporate Bonds, commercial papers, certificate of deposits, and much more. Debt funds are a good option for short and medium term investment tenure. Sundaram Mutual Fund's some of the best debt schemes are tabulated as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2023 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Sundaram Banking & PSU Debt Fund Growth ₹38.8994
↓ -0.04
₹3501.83.76.84.76.87.64%2Y 8M 4D3Y 4M 9D
Sundaram Corporate Bond Fund Growth ₹36.2599
↓ -0.04
₹7791.73.76.356.37.6%3Y 29D4Y 3M 2D
Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00
₹11611.95.31.9 3.6%11M 8D1Y 2M 16D
Sundaram Money Fund Growth ₹44.1929
↑ 0.00
₹3,1440.81.73.34.7 3.5%1M 2D1M 2D
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹3620.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

Hybrid Funds

Hybrid Funds are also known as balanced funds. These schemes invest their fund money in both equity and fixed income instruments in a fixed proportion. These schemes are suitable for people looking for regular income along with Capital appreciation. Some of the best mutual funds to invest under hybrid category include:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Debt Oriented Hybrid Fund Growth ₹27.0932
↓ -0.15
₹301.45.6108.96.79.2
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,9540.510.527.11614.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Apr 24

1. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (12 Apr 24) ₹196.6 ↓ -1.98   (-1.00 %)
Net Assets (Cr) ₹1,604 on 29 Feb 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.8
Information Ratio -0.84
Alpha Ratio -6.91
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,025
31 Mar 21₹11,948
31 Mar 22₹14,410
31 Mar 23₹14,566
31 Mar 24₹19,063

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 1.6%
3 Month 3.4%
6 Month 12.8%
1 Year 29.9%
3 Year 18.6%
5 Year 14.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 222.25 Yr.
Rohit Seksaria24 Feb 213.1 Yr.

Data below for Sundaram Diversified Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.48%
Technology11.16%
Consumer Defensive10.16%
Industrials9.98%
Consumer Cyclical8.5%
Energy8.38%
Health Care6.37%
Basic Materials6.32%
Communication Services2.78%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash0.43%
Equity99.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹134 Cr460,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹130 Cr929,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹112 Cr1,066,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹73 Cr436,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
4%₹61 Cr388,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹54 Cr156,446
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr483,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹47 Cr114,734
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹47 Cr626,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS
3%₹43 Cr457,000

2. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (12 Apr 24) ₹82.4364 ↓ -0.64   (-0.77 %)
Net Assets (Cr) ₹1,365 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.64
Information Ratio -0.39
Alpha Ratio 6.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,585
31 Mar 21₹11,777
31 Mar 22₹13,297
31 Mar 23₹14,088
31 Mar 24₹19,371

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 3.3%
3 Month 1.2%
6 Month 9.1%
1 Year 36.6%
3 Year 19.8%
5 Year 14.5%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Rural and Consumption Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.64%
Consumer Defensive34.15%
Communication Services10.81%
Basic Materials4.08%
Health Care3.04%
Financial Services2.82%
Real Estate1.93%
Technology0.71%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹122 Cr2,991,251
↑ 541,591
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
8%₹111 Cr987,983
↑ 86,054
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹98 Cr2,458,046
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹97 Cr401,782
↑ 20,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹93 Cr255,389
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹79 Cr407,736
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹56 Cr480,998
↓ -19,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
4%₹56 Cr49,344
↓ -14,359
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹50 Cr246,492
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹44 Cr169,170

3. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.4% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (12 Apr 24) ₹1,134.05 ↓ -3.92   (-0.34 %)
Net Assets (Cr) ₹10,262 on 29 Feb 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.06
Information Ratio -0.84
Alpha Ratio 1.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,000
31 Mar 21₹12,235
31 Mar 22₹14,812
31 Mar 23₹15,184
31 Mar 24₹23,375

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 4.2%
3 Month 6.3%
6 Month 23.2%
1 Year 56.3%
3 Year 26.7%
5 Year 19.4%
10 Year
15 Year
Since launch 24.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.1 Yr.
Ratish Varier24 Feb 213.1 Yr.

Data below for Sundaram Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services23.15%
Industrials20.07%
Consumer Cyclical18.03%
Health Care11.31%
Basic Materials7.55%
Technology6.2%
Utility3.03%
Real Estate2.02%
Consumer Defensive1.72%
Energy1.14%
Communication Services1.11%
Asset Allocation
Asset ClassValue
Cash4.4%
Equity95.33%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
4%₹404 Cr10,093,505
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹343 Cr1,254,035
↓ -100,965
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹338 Cr22,464,962
↑ 344,567
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹333 Cr856,810
↓ -20,974
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹331 Cr8,345,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹319 Cr914,499
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹243 Cr5,951,000
↓ -164,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
2%₹235 Cr962,560
↓ -258,992
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹233 Cr270,000
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹229 Cr5,191,133

4. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (12 Apr 24) ₹74.5987 ↓ -0.52   (-0.69 %)
Net Assets (Cr) ₹6,118 on 29 Feb 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.09
Information Ratio -0.95
Alpha Ratio -7.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,440
31 Mar 21₹12,711
31 Mar 22₹15,797
31 Mar 23₹15,255
31 Mar 24₹21,142

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Apr 24

DurationReturns
1 Month 3.6%
3 Month 5.2%
6 Month 18.1%
1 Year 38.9%
3 Year 20.6%
5 Year 16.6%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -1.3%
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.86%
Industrials16.24%
Consumer Cyclical15.08%
Health Care9.65%
Technology9.2%
Consumer Defensive5.78%
Basic Materials5.46%
Energy4.45%
Communication Services2.66%
Utility1.92%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹281 Cr2,670,000
↓ -70,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹275 Cr1,960,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹254 Cr870,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹177 Cr2,360,000
↑ 215,597
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹160 Cr460,961
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹142 Cr850,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹118 Cr1,100,000
↓ -70,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹115 Cr6,943,496
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 21 | TCS
2%₹114 Cr278,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
2%₹113 Cr715,000

Sundaram Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.

Here is a list of Sundaram schemes that got new names:

Existing Scheme Name New Scheme Name
Sundaram Balanced Fund Sundaram Equity Hybrid Fund
Sundaram Bond Saver Fund Sundaram Medium Term Bond Fund
Sundaram Equity Multiplier Fund Sundaram Large and Mid Cap Fund
Sundaram Equity Plus Fund Sundaram Multi Asset Fund
Sundaram Flexible Fund-Flexible Income Plan Sundaram Corporate Bond Fund
Sundaram Income Plus Fund Sundaram Short Term Credit Risk Fund
Sundaram Monthly Income Plan - Aggressive Fund Sundaram Debt Oriented Hybrid Fund
Sundaram Rural India Fund Sundaram Rural and Consumption Fund
Sundaram Select Debt Short Term Asset Fund Sundaram Short Term Debt fund
Sundaram Select Midcap Fund Sundaram Mid Cap Fund
Sundaram SMILE Fund Sundaram Small Cap Fund
Sundaram Ultra Short Term fund Sundaram Low Duration Fund

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Sundaram SIP Mutual Funds

Sundaram Mutual Fund offer SIP Facility in most of it's schemes. SIP or Systematic Investment plan means a scenario where investments are made in mutual funds in small amounts at regular intervals. People who cannot afford for lump sum investment prefer to choose SIP mode of investment. Some of the schemes of Sundaram Mutual Fund that offer SIP facility include Diversified Equity Fund, Select Focus, Select Mid Cap, Rural India, Equity Multiplier, and Regular Savings Fund.

Mutual Fund Calculator

mutual fund calculator or sip calculator helps in deciding how much amount a person needs to invest today to build a corpus for achieving the objectives in future. Most mutual fund houses provide a mutual fund calculator. Individuals use the mutual fund calculator to determine the amount required to fulfill their objectives like purchasing a house, higher education, and so on. Some of the basic inputs that individuals need to enter in the mutual fund calculator are the individual’s age, monthly income, and expected rate of return on their investment.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
Invest Now

How to Invest in Sundaram Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Sundaram Mutual Fund NAV

NAV or Net Asset Value means the net assets held by a mutual fund company at a given point of time. The current and historical NAV of Sundaram Mutual Fund can be found in the Association of Mutual Funds in India (AMFI) website in addition to the AMC’s website.

Sundaram Mutual Fund Online

Sundaram mutual fund offers an online mode of investment in mutual fund schemes or MFOnline. By resorting to this mode, individuals can visit the AMC’s website from any given place and at any time to invest in their schemes. Nevertheless, the first-timers, need to complete the Know Your Customer (KYC) formalities which in turn can be done online by visiting the AMC’s website.

Sundaram Mutual Fund Account Statement

Individuals can visit the Sundaram Mutual Fund website to get their account statement online by visiting the fund house’s website and clicking on request a statement.

Why Opt for Sundaram Mutual Fund Investment?

a. Variety of Schemes

The fund house offers a wide range of schemes in equity, debt and Liquid Funds category. Investors can choose the schemes based on their convenience after considering the risk-return relationship of each scheme.

b. Innovative Products

This mutual fund company is known to launch innovative products. It is the first fund house to launch schemes in new themes like Rural India, Leadership, Micro Cap Series of Funds, and many

c. Portfolio Management Services

The company has a division specializing in Portfolio Management Services (PMS) to cater high Net worth individuals.

d. Ethical Practices

It strives to achieve the highest degree of ethical practices in all business dealings thereby enhancing the stakeholder’s value.

Corporate Address

Sundaram Towers, I & II Floor, No. 46, Whites Road, Chennai – 600 014

Sponsor(s)

Sundaram Finance Ltd.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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