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Sundaram Mutual Fund

Updated on March 23, 2023 , 9483 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 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.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2022 (%)
Sundaram Rural and Consumption Fund Growth	₹58.8635 ↓ -0.43	₹1,107	-4.5	-9.3	6.8	26.2	7.9	9.3
Sundaram Mid Cap Fund Growth	₹701.243 ↓ -4.91	₹7,049	-3.2	-6.7	1.8	31.7	7.5	4.8
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	₹61.9815 ↓ -0.61	₹602	-4.6	0.3	9.8	30.2	11.4	16.8
Sundaram Diversified Equity Fund Growth	₹145.074 ↓ -1.13	₹1,623	-3.7	-4.8	0.9	30.6	8.3	4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

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 (%)	2022 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
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 Corporate Bond Fund Growth	₹33.9516 ↑ 0.01	₹996	1.6	3.1	4.3	6.8	3.7	7.49%	2M 23D	2M 30D
Sundaram Banking & PSU Debt Fund Growth	₹36.1688 ↑ 0.01	₹451	1.5	3.1	3.4	5.1	3	7.72%	2Y 11D	2Y 4M 28D
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 29 Dec 20

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:

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2022 (%)
Sundaram Debt Oriented Hybrid Fund Growth	₹24.2775 ↓ -0.02	₹30	-0.1	1.9	3.1	11.8	5.2	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 24 Mar 23

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 15.5% since its launch. Ranked 14 in ELSS category. Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund Growth
Launch Date	22 Nov 99
NAV (24 Mar 23)	₹145.074 ↓ -1.13 (-0.77 %)
Net Assets (Cr)	₹1,623 on 28 Feb 23
Category	Equity - ELSS
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.1
Sharpe Ratio	0.05
Information Ratio	-0.73
Alpha Ratio	2.02
Min Investment	500
Min SIP Investment	250
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
28 Feb 18	₹10,000
28 Feb 19	₹9,110
29 Feb 20	₹9,518
28 Feb 21	₹11,662
28 Feb 22	₹13,662
28 Feb 23	₹14,366

Sundaram Diversified Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 24 Mar 23

Duration	Returns
1 Month	-3.2%
3 Month	-3.7%
6 Month	-4.8%
1 Year	0.9%
3 Year	30.6%
5 Year	8.3%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2013	1.4%

Fund Manager information for Sundaram Diversified Equity Fund

Name	Since	Tenure
Sudhir Kedia	1 Jan 22	1.08 Yr.
Rohit Seksaria	24 Feb 21	1.94 Yr.

Data below for Sundaram Diversified Equity Fund as on 28 Feb 23

Equity Sector Allocation

Sector	Value
Financial Services	35.03%
Industrials	15.67%
Technology	11.7%
Consumer Cyclical	11.51%
Energy	6%
Consumer Defensive	4.87%
Basic Materials	4.15%
Health Care	2.89%
Communication Services	1.7%
Real Estate	1.1%

Asset Allocation

Asset Class	Value
Cash	5.21%
Equity	94.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| ICICIBANK	7%	₹118 Cr	1,424,000 ↓ -101,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 12 \| RELIANCE	6%	₹100 Cr	426,000 ↑ 84,405
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| HDFCBANK	6%	₹98 Cr	611,000 ↓ -103,000
Infosys Ltd (Technology) Equity, Since 30 Nov 16 \| INFY	5%	₹87 Cr	570,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 19 \| HDFC	4%	₹71 Cr	272,000
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	4%	₹67 Cr	1,207,000 ↓ -183,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 20 \| TCS	3%	₹55 Cr	165,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	3%	₹55 Cr	628,000 ↓ -111,000
Polycab India Ltd (Industrials) Equity, Since 31 Jan 22 \| POLYCAB	3%	₹51 Cr	175,000 ↓ -16,000
Ashok Leyland Ltd (Industrials) Equity, Since 31 Jan 22 \| 500477	3%	₹51 Cr	3,409,000 ↓ -680,762

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 11.1% since its launch. Ranked 2 in Sectoral category. Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (24 Mar 23)	₹58.8635 ↓ -0.43 (-0.72 %)
Net Assets (Cr)	₹1,107 on 28 Feb 23
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.24
Sharpe Ratio	0.17
Information Ratio	-0.36
Alpha Ratio	0.86
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
28 Feb 18	₹10,000
28 Feb 19	₹9,252
29 Feb 20	₹10,114
28 Feb 21	₹11,579
28 Feb 22	₹13,155
28 Feb 23	₹14,088

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 24 Mar 23

Duration	Returns
1 Month	-1.8%
3 Month	-4.5%
6 Month	-9.3%
1 Year	6.8%
3 Year	26.2%
5 Year	7.9%
10 Year
15 Year
Since launch	11.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2013	-0.6%

Fund Manager information for Sundaram Rural and Consumption Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	1.08 Yr.
Ashish Aggarwal	1 Jan 22	1.08 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 23

Equity Sector Allocation

Sector	Value
Consumer Cyclical	39.87%
Consumer Defensive	30.6%
Communication Services	10.2%
Financial Services	4.26%
Health Care	2.29%
Real Estate	2.01%
Industrials	1.48%
Basic Materials	1.41%

Asset Allocation

Asset Class	Value
Cash	7.88%
Equity	92.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	9%	₹103 Cr	398,056 ↓ -55,252
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	6%	₹70 Cr	293,714
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 22 \| BHARTIARTL	6%	₹64 Cr	834,415 ↑ 99,936
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	6%	₹64 Cr	1,820,266
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	6%	₹63 Cr	70,800 ↓ -750
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 18 \| MCDOWELL-N	4%	₹42 Cr	552,858 ↑ 16,115
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| CROMPTON	4%	₹42 Cr	1,281,554 ↓ -43,899
State Bank of India (Financial Services) Equity, Since 31 Oct 22 \| SBIN	3%	₹35 Cr	632,666 ↑ 188,387
Page Industries Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 532827	3%	₹35 Cr	8,638 ↓ -500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹33 Cr	239,842

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 22.9% since its launch. Ranked 13 in Mid Cap category. Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (24 Mar 23)	₹701.243 ↓ -4.91 (-0.70 %)
Net Assets (Cr)	₹7,049 on 28 Feb 23
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.13
Information Ratio	-1.6
Alpha Ratio	-1.59
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
28 Feb 18	₹10,000
28 Feb 19	₹8,438
29 Feb 20	₹9,107
28 Feb 21	₹11,100
28 Feb 22	₹13,049
28 Feb 23	₹13,893

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 24 Mar 23

Duration	Returns
1 Month	-2.8%
3 Month	-3.2%
6 Month	-6.7%
1 Year	1.8%
3 Year	31.7%
5 Year	7.5%
10 Year
15 Year
Since launch	22.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2013	4.6%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	1.94 Yr.
Ratish Varier	24 Feb 21	1.94 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation

Sector	Value
Consumer Cyclical	23.7%
Financial Services	23.4%
Industrials	14.22%
Basic Materials	11.25%
Health Care	9.16%
Consumer Defensive	5.47%
Technology	4.13%
Utility	2.54%
Real Estate	1.59%
Communication Services	1.54%
Energy	0.33%

Asset Allocation

Asset Class	Value
Cash	2.68%
Equity	97.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	4%	₹273 Cr	20,296,098 ↑ 707,342
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Aug 09 \| SCHAEFFLER	3%	₹246 Cr	914,013 ↑ 6,089
Axis Bank Ltd (Financial Services) Equity, Since 31 May 21 \| 532215	3%	₹195 Cr	2,241,363
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 21 \| SHRIRAMFIN	3%	₹194 Cr	1,508,236 ↑ 29,774
Bank of Baroda (Financial Services) Equity, Since 31 Dec 20 \| 532134	3%	₹189 Cr	11,273,342 ↓ -532,084
Grindwell Norton Ltd (Industrials) Equity, Since 31 Dec 14 \| 506076	3%	₹184 Cr	920,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical) Equity, Since 30 Jun 20 \| CROMPTON	2%	₹173 Cr	5,219,551 ↑ 78,930
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 22 \| PERSISTENT	2%	₹169 Cr	360,981
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹161 Cr	1,794,703 ↑ 80,174
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Oct 20 \| 540611	2%	₹159 Cr	2,577,077

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 10.7% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2022 was -1.3% , 2021 was 42.1% and 2020 was 7.6% .

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 (24 Mar 23)	₹51.5245 ↓ -0.42 (-0.81 %)
Net Assets (Cr)	₹4,885 on 28 Feb 23
Category	Equity - Large & Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.07
Sharpe Ratio	-0.24
Information Ratio	-1.2
Alpha Ratio	-4.37
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
28 Feb 18	₹10,000
28 Feb 19	₹9,865
29 Feb 20	₹11,080
28 Feb 21	₹13,365
28 Feb 22	₹16,208
28 Feb 23	₹16,290

Sundaram Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 24 Mar 23

Duration	Returns
1 Month	-3.4%
3 Month	-4.7%
6 Month	-6.7%
1 Year	-3.9%
3 Year	29.1%
5 Year	10.6%
10 Year
15 Year
Since launch	10.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2013	-3%

Fund Manager information for Sundaram Large and Mid Cap Fund

Name	Since	Tenure
Ravi Gopalakrishnan	1 Jan 22	1.08 Yr.
Ashish Aggarwal	1 Jan 22	1.08 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation

Sector	Value
Financial Services	28.92%
Consumer Cyclical	17.54%
Industrials	16.15%
Technology	9.22%
Basic Materials	7.18%
Consumer Defensive	5.51%
Energy	4.12%
Health Care	3.53%
Utility	1.97%
Communication Services	1.55%
Real Estate	1.32%

Asset Allocation

Asset Class	Value
Cash	2.81%
Equity	97.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 14 \| ICICIBANK	6%	₹283 Cr	3,400,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| HDFCBANK	4%	₹223 Cr	1,392,929
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 13 \| RELIANCE	4%	₹205 Cr	870,000
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	4%	₹196 Cr	1,279,690
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹143 Cr	2,580,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	3%	₹133 Cr	625,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	2%	₹120 Cr	1,371,950
Canara Bank (Financial Services) Equity, Since 31 Dec 21 \| 532483	2%	₹118 Cr	3,875,118
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 20 \| HDFC	2%	₹101 Cr	384,006
Ashok Leyland Ltd (Industrials) Equity, Since 31 Jan 21 \| 500477	2%	₹95 Cr	6,352,636

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

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?

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!

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.