+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 ₹96.6095
↓ -0.91 ₹1,628 -2.2 -1.5 -1.2 15.9 14.2 -0.1 Sundaram Mid Cap Fund Growth ₹1,424.53
↓ -22.42 ₹13,345 2.3 2.7 5.2 24.5 21.3 4.1 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 ₹111.462
↓ -0.98 ₹1,666 9 5.4 18.4 19.1 16.7 16.9 Sundaram Diversified Equity Fund Growth ₹224.558
↓ -3.24 ₹1,484 2.5 0.4 6.1 13.6 14 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jan 26 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 (₹1,628 Cr). Highest AUM (₹13,345 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹1,666 Cr). Bottom quartile AUM (₹1,484 Cr). Point 2 Established history (19+ yrs). Established history (23+ yrs). Established history (23+ yrs). Established history (17+ yrs). Oldest track record among peers (26 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: 14.24% (bottom quartile). 5Y return: 21.29% (top quartile). 5Y return: 17.29% (upper mid). 5Y return: 16.67% (lower mid). 5Y return: 13.97% (bottom quartile). Point 6 3Y return: 15.88% (bottom quartile). 3Y return: 24.53% (top quartile). 3Y return: 17.03% (lower mid). 3Y return: 19.10% (upper mid). 3Y return: 13.63% (bottom quartile). Point 7 1Y return: -1.19% (bottom quartile). 1Y return: 5.18% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 18.42% (upper mid). 1Y return: 6.15% (lower mid). Point 8 Alpha: -7.12 (bottom quartile). Alpha: -1.35 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: -4.35 (lower mid). Alpha: -0.54 (top quartile). Point 9 Sharpe: -0.22 (bottom quartile). Sharpe: 0.09 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: 0.52 (upper mid). Sharpe: 0.05 (bottom quartile). Point 10 Information ratio: -0.32 (lower mid). Information ratio: 0.15 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.63 (top quartile). Information ratio: -0.84 (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 Banking & PSU Debt Fund Growth ₹44.2932
↑ 0.01 ₹377 0.9 2.3 7.4 7.4 7.6 6.71% 3Y 3M 18D 4Y 5M 26D Sundaram Corporate Bond Fund Growth ₹41.2888
↑ 0.01 ₹773 0.9 2.1 7.4 7.2 7.5 6.72% 3Y 4M 2D 4Y 6M 22D 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 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Banking & PSU Debt Fund Sundaram Corporate Bond Fund Sundaram Short Term Credit Risk Fund Sundaram Money Fund Sundaram Short Term Debt Fund Point 1 Lower mid AUM (₹377 Cr). Upper mid AUM (₹773 Cr). Bottom quartile AUM (₹116 Cr). Highest AUM (₹3,144 Cr). Bottom quartile AUM (₹362 Cr). Point 2 Established history (21+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (23+ 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: 7.42% (upper mid). 1Y return: 7.39% (lower mid). 1Y return: 5.25% (bottom quartile). 1Y return: 3.29% (bottom quartile). 1Y return: 12.83% (top quartile). Point 6 1M return: 0.03% (bottom quartile). 1M return: -0.03% (bottom quartile). 1M return: 0.24% (upper mid). 1M return: 0.29% (top quartile). 1M return: 0.20% (lower mid). Point 7 Sharpe: 1.16 (top quartile). Sharpe: 1.09 (lower mid). Sharpe: 1.15 (upper 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): 6.71% (upper mid). Yield to maturity (debt): 6.72% (top quartile). 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: 3.30 yrs (bottom quartile). Modified duration: 3.34 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 Banking & PSU Debt Fund
Sundaram Corporate Bond 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 ₹29.8094
↓ -0.09 ₹21 0.9 0.1 3.8 7 7.4 4.3 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 Jan 26 Research Highlights & Commentary of 2 Funds showcased
Commentary Sundaram Debt Oriented Hybrid Fund Sundaram Equity Hybrid Fund Point 1 Bottom quartile AUM (₹21 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: 7.38% (bottom quartile). 5Y return: 14.20% (upper mid). Point 6 3Y return: 7.02% (bottom quartile). 3Y return: 16.03% (upper mid). Point 7 1Y return: 3.81% (bottom quartile). 1Y return: 27.10% (upper mid). Point 8 1M return: -0.22% (bottom quartile). 1M return: 1.80% (upper mid). Point 9 Alpha: -3.47 (bottom quartile). Alpha: 5.81 (upper mid). Point 10 Sharpe: -0.52 (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 Jan 26) ₹224.558 ↓ -3.24 (-1.42 %) Net Assets (Cr) ₹1,484 on 30 Nov 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.05 Information Ratio -0.84 Alpha Ratio -0.54 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,153 31 Dec 22 ₹13,683 31 Dec 23 ₹16,873 31 Dec 24 ₹18,902 31 Dec 25 ₹20,248 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jan 26 Duration Returns 1 Month 0% 3 Month 2.5% 6 Month 0.4% 1 Year 6.1% 3 Year 13.6% 5 Year 14% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.77 Yr. Bharath Subramanian 2 Jun 25 0.5 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 25.31% Consumer Cyclical 11.36% Industrials 10.28% Consumer Defensive 8.81% Basic Materials 8.47% Energy 8.19% Technology 8.18% Utility 7.01% Health Care 5.96% Communication Services 4.39% Asset Allocation
Asset Class Value Cash 2.04% Equity 97.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹130 Cr 1,294,318 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹93 Cr 592,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK5% ₹81 Cr 583,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK4% ₹67 Cr 520,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹65 Cr 310,165 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹62 Cr 400,000
↑ 48,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹58 Cr 595,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹56 Cr 138,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹49 Cr 1,210,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 24 | NTPC3% ₹40 Cr 1,215,766 2. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (08 Jan 26) ₹96.6095 ↓ -0.91 (-0.94 %) Net Assets (Cr) ₹1,628 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.22 Information Ratio -0.32 Alpha Ratio -7.12 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 Dec 20 ₹10,000 31 Dec 21 ₹11,935 31 Dec 22 ₹13,050 31 Dec 23 ₹16,998 31 Dec 24 ₹20,413 31 Dec 25 ₹20,399 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jan 26 Duration Returns 1 Month -0.8% 3 Month -2.2% 6 Month -1.5% 1 Year -1.2% 3 Year 15.9% 5 Year 14.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.92 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.89% Consumer Defensive 30.63% Communication Services 12.24% Health Care 3.56% Financial Services 3.06% Real Estate 1.85% Basic Materials 1.7% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹170 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M10% ₹159 Cr 423,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹110 Cr 446,824 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹87 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹83 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 40,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹58 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹56 Cr 443,054 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹55 Cr 225,560 3. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (08 Jan 26) ₹1,424.53 ↓ -22.42 (-1.55 %) Net Assets (Cr) ₹13,345 on 30 Nov 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.09 Information Ratio 0.15 Alpha Ratio -1.35 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 Dec 20 ₹10,000 31 Dec 21 ₹13,749 31 Dec 22 ₹14,414 31 Dec 23 ₹20,231 31 Dec 24 ₹26,707 31 Dec 25 ₹27,800 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jan 26 Duration Returns 1 Month 0.8% 3 Month 2.3% 6 Month 2.7% 1 Year 5.2% 3 Year 24.5% 5 Year 21.3% 10 Year 15 Year Since launch 23.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.77 Yr. Ratish Varier 24 Feb 21 4.77 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.47% Consumer Cyclical 15.93% Industrials 14.16% Health Care 10.33% Basic Materials 9.51% Technology 6.13% Consumer Defensive 6.1% Real Estate 3.71% Communication Services 2.49% Utility 2.32% Energy 2.11% Asset Allocation
Asset Class Value Cash 5.72% Equity 94.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹554 Cr 1,237,533
↓ -36,220 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹440 Cr 11,843,703
↓ -77,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹412 Cr 1,731,201
↑ 18,600 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹334 Cr 1,158,576
↓ -20,966 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹330 Cr 3,592,166 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹306 Cr 11,865,970 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹305 Cr 1,279,167
↑ 1,047,803 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹304 Cr 37,978,844 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹292 Cr 1,527,449
↑ 37,662 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹285 Cr 5,641,735
↑ 76,401 4. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (08 Jan 26) ₹87.4189 ↓ -1.29 (-1.45 %) Net Assets (Cr) ₹7,047 on 30 Nov 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.02 Information Ratio -0.72 Alpha Ratio -3.33 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 Dec 20 ₹10,000 31 Dec 21 ₹14,205 31 Dec 22 ₹14,016 31 Dec 23 ₹17,779 31 Dec 24 ₹21,525 31 Dec 25 ₹22,292 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 Jan 26 Duration Returns 1 Month 0.5% 3 Month 1.9% 6 Month 1.9% 1 Year 4.1% 3 Year 16.8% 5 Year 16.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.6% 2023 21.1% 2022 26.8% 2021 -1.3% 2020 42.1% 2019 7.6% 2018 10.3% 2017 0.4% 2016 36.1% 2015 7.6% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 1.42 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 29.26% Consumer Cyclical 13.46% Industrials 11.18% Health Care 9.7% Basic Materials 7.5% Energy 6.98% Communication Services 5.14% Technology 4.8% Consumer Defensive 4.33% Real Estate 2.75% Utility 1.68% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹406 Cr 4,029,925 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹315 Cr 2,010,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹233 Cr 2,375,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹203 Cr 1,465,000
↓ -135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹189 Cr 900,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹187 Cr 1,200,000
↑ 240,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK2% ₹173 Cr 1,350,000
↑ 150,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹149 Cr 700,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | M&MFIN2% ₹148 Cr 3,977,000
↓ -23,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹144 Cr 200,000
↑ 10,000
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
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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