+91-22-48913909Sundaram Mutual Fund
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 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 |
| 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹95.4618
↓ -1.18 ₹1,596 1.8 1.2 0.1 15.6 18.9 20.1 Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87 ₹12,818 7.8 6.2 3.6 23.1 26.9 32 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Sundaram Financial Services Opportunities Fund Growth ₹100.314
↓ -0.78 ₹1,605 0 6 5.5 18.6 22.7 7.1 Sundaram Diversified Equity Fund Growth ₹217.864
↓ -1.75 ₹1,519 3.8 5 2.7 13.3 19 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Mid Cap Fund Sundaram Select Focus Fund Sundaram Financial Services Opportunities Fund Sundaram Diversified Equity Fund Point 1 Lower mid AUM (₹1,596 Cr). Highest AUM (₹12,818 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹1,605 Cr). Bottom quartile AUM (₹1,519 Cr). Point 2 Established history (19+ yrs). Established history (23+ yrs). Established history (23+ yrs). Established history (17+ yrs). Oldest track record among peers (25 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 18.95% (bottom quartile). 5Y return: 26.88% (top quartile). 5Y return: 17.29% (bottom quartile). 5Y return: 22.65% (upper mid). 5Y return: 19.01% (lower mid). Point 6 3Y return: 15.57% (bottom quartile). 3Y return: 23.10% (top quartile). 3Y return: 17.03% (lower mid). 3Y return: 18.58% (upper mid). 3Y return: 13.25% (bottom quartile). Point 7 1Y return: 0.09% (bottom quartile). 1Y return: 3.63% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: 5.49% (upper mid). 1Y return: 2.67% (bottom quartile). Point 8 Alpha: 0.89 (upper mid). Alpha: 2.82 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: -8.05 (bottom quartile). Alpha: -0.44 (lower mid). Point 9 Sharpe: 0.17 (bottom quartile). Sharpe: 0.20 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 0.17 (lower mid). Sharpe: -0.02 (bottom quartile). Point 10 Information ratio: 0.07 (upper mid). Information ratio: -0.14 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.90 (top quartile). Information ratio: -1.14 (bottom quartile). Sundaram Rural and Consumption Fund
Sundaram Mid Cap Fund
Sundaram Select Focus Fund
Sundaram Financial Services Opportunities Fund
Sundaram Diversified Equity Fund
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Corporate Bond Fund Growth ₹40.5587
↑ 0.00 ₹772 1.8 4.7 8.7 7.4 8 6.59% 3Y 4Y 3M 4D Sundaram Banking & PSU Debt Fund Growth ₹43.4483
↑ 0.00 ₹468 1.7 4.6 8.6 7.5 8 6.53% 2Y 11M 23D 4Y 18D Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 1 1.9 5.3 1.9 3.6% 11M 8D 1Y 2M 16D Sundaram Money Fund Growth ₹44.1929
↑ 0.00 ₹3,144 0.8 1.7 3.3 4.7 3.5% 1M 2D 1M 2D Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Corporate Bond Fund Sundaram Banking & PSU Debt Fund Sundaram Short Term Credit Risk Fund Sundaram Money Fund Sundaram Short Term Debt Fund Point 1 Upper mid AUM (₹772 Cr). Lower mid AUM (₹468 Cr). Bottom quartile AUM (₹116 Cr). Highest AUM (₹3,144 Cr). Bottom quartile AUM (₹362 Cr). Point 2 Established history (20+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Moderately Low. Point 5 1Y return: 8.75% (upper mid). 1Y return: 8.65% (lower mid). 1Y return: 5.25% (bottom quartile). 1Y return: 3.29% (bottom quartile). 1Y return: 12.83% (top quartile). Point 6 1M return: 0.29% (upper mid). 1M return: 0.30% (top quartile). 1M return: 0.24% (bottom quartile). 1M return: 0.29% (lower mid). 1M return: 0.20% (bottom quartile). Point 7 Sharpe: 1.71 (upper mid). Sharpe: 1.78 (top quartile). Sharpe: 1.15 (lower mid). Sharpe: -3.87 (bottom quartile). Sharpe: 0.98 (bottom quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 6.59% (top quartile). Yield to maturity (debt): 6.53% (upper mid). Yield to maturity (debt): 3.60% (bottom quartile). Yield to maturity (debt): 3.50% (bottom quartile). Yield to maturity (debt): 4.52% (lower mid). Point 10 Modified duration: 3.00 yrs (bottom quartile). Modified duration: 2.98 yrs (bottom quartile). Modified duration: 0.94 yrs (upper mid). Modified duration: 0.09 yrs (top quartile). Modified duration: 1.20 yrs (lower mid). Sundaram Corporate Bond Fund
Sundaram Banking & PSU Debt Fund
Sundaram Short Term Credit Risk Fund
Sundaram Money Fund
Sundaram Short Term Debt Fund
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:
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. Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (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. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Research Highlights for Sundaram Large and Mid Cap Fund Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Debt Oriented Hybrid Fund Growth ₹29.3713
↓ -0.07 ₹27 -0.7 2.5 4.2 7.4 8.2 8 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 2 Funds showcased
Commentary Sundaram Debt Oriented Hybrid Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹27 Cr). Highest AUM (₹1,954 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (25 yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.25% (bottom quartile). 5Y return: 14.20% (upper mid). Point 6 3Y return: 7.42% (bottom quartile). 3Y return: 16.03% (upper mid). Point 7 1Y return: 4.22% (bottom quartile). 1Y return: 27.10% (upper mid). Point 8 1M return: -1.38% (bottom quartile). 1M return: 1.80% (upper mid). Point 9 Alpha: -2.79 (bottom quartile). Alpha: 5.81 (upper mid). Point 10 Sharpe: -0.13 (bottom quartile). Sharpe: 2.64 (upper mid). Sundaram Debt Oriented Hybrid Fund
Sundaram Equity Hybrid Fund
1. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (08 Aug 25) ₹217.864 ↓ -1.75 (-0.80 %) Net Assets (Cr) ₹1,519 on 30 Jun 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.02 Information Ratio -1.14 Alpha Ratio -0.44 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,089 31 Jul 22 ₹16,439 31 Jul 23 ₹19,315 31 Jul 24 ₹24,479 31 Jul 25 ₹24,695 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.5% 3 Month 3.8% 6 Month 5% 1 Year 2.7% 3 Year 13.3% 5 Year 19% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.43 Yr. Bharath Subramanian 2 Jun 25 0.16 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 31.88% Consumer Cyclical 11.74% Industrials 10.48% Consumer Defensive 7.07% Health Care 6.69% Technology 6.64% Energy 6.37% Basic Materials 6.34% Communication Services 5.01% Utility 1.86% Asset Allocation
Asset Class Value Cash 5.91% Equity 94.08% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK10% ₹145 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | 5321748% ₹128 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹76 Cr 504,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹61 Cr 505,000
↑ 86,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹51 Cr 256,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹51 Cr 138,000 Sundaram Liquid Dir Gr
Investment Fund | -3% ₹50 Cr 214,777
↑ 214,777 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹49 Cr 306,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹49 Cr 595,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹44 Cr 1,046,000 2. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (08 Aug 25) ₹95.4618 ↓ -1.18 (-1.22 %) Net Assets (Cr) ₹1,596 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.17 Information Ratio 0.07 Alpha Ratio 0.89 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,074 31 Jul 22 ₹15,588 31 Jul 23 ₹18,111 31 Jul 24 ₹25,002 31 Jul 25 ₹25,069 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.7% 3 Month 1.8% 6 Month 1.2% 1 Year 0.1% 3 Year 15.6% 5 Year 18.9% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.58 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 42.74% Consumer Defensive 29.95% Communication Services 11.97% Health Care 3.59% Financial Services 3.13% Real Estate 2.17% Basic Materials 1.41% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹159 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹124 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹101 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹79 Cr 3,000,962 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹78 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹73 Cr 58,511 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹57 Cr 79,027 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹54 Cr 86,291 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹50 Cr 34,697 3. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (08 Aug 25) ₹1,353.88 ↓ -14.87 (-1.09 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.4% 3 Month 7.8% 6 Month 6.2% 1 Year 3.6% 3 Year 23.1% 5 Year 26.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382 4. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (08 Aug 25) ₹82.9367 ↓ -0.97 (-1.15 %) Net Assets (Cr) ₹6,893 on 30 Jun 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.1 Information Ratio -1.14 Alpha Ratio -2.28 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,602 31 Jul 22 ₹16,521 31 Jul 23 ₹19,286 31 Jul 24 ₹26,636 31 Jul 25 ₹26,300 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.4% 3 Month 3.8% 6 Month 3.7% 1 Year -0.3% 3 Year 15.2% 5 Year 20.3% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 1.08 Yr. Ashish Aggarwal 1 Jan 22 3.58 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 27.28% Consumer Cyclical 15.85% Health Care 9.13% Industrials 8.83% Basic Materials 7.44% Communication Services 7.28% Energy 7.04% Consumer Defensive 5.4% Technology 3.86% Utility 2.76% Real Estate 2.52% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹388 Cr 1,940,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE5% ₹311 Cr 2,075,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 5321744% ₹275 Cr 1,900,000
↓ -200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹195 Cr 2,375,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹181 Cr 900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹168 Cr 1,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹151 Cr 700,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹142 Cr 210,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹132 Cr 1,191,967
↓ -8,033 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹128 Cr 350,000
↓ -2,500
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
How to Invest in Sundaram Mutual Fund?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
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AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
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