Sundaram Mutual Fund

Sundaram Mutual Fund

Sundaram Asset Management Company Limited is the holding organisation of Sundaram Mutual Fund. With more than 3.5 million customers, 80+ branches, 25 years of expertise in fund management, and over INR 54,000 crores Asset Under Management (AUM), Sundaram Mutual Fund is one of India’s largest mutual fund houses. Sundaram MF offers mutual fund services both online and offline in India

Sundaram Mutual Fund is a wholly-owned subsidiary of one of India’s most reputed and oldest non-banking financial companies Sundaram Finance Limited (SFL). Sundaram Asset Management Company Pvt. Ltd. was founded in 1996 and caters to investors with varying liquidity, risk, and reward preferences. It offers multiple mutual fund schemes in equity, liquid, and fixed income segments of the capital and secondary markets. 

Best Sundaram Mutual Fund

Filters
Search Result - 50 Mutual Funds

Sundaram AMC branches are present in all major cities in India. It also has an office in Dubai and a subsidiary in Singapore. Sundaram MF is one of the first fund houses in India to launch funds in trendsetting categories like Mid-cap, Leadership, Capex, Micro Caps and Services, and Rural India. Besides fund management, the company also offers PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) for HNI (High Networth Individuals) through the Sundaram Alternates business. View More

Sundaram Mutual Fund is headed by Mr Harsha Viji, Chairman and Mr Sunil Subramaniam, Managing Director. The Trustee Team is headed by Mr R. Venkatraman, Chairman (Independent Director) and Mr S. Viji, Non-Executive Director. The equity investment team is spearheaded by Mr Ravi Gopalakrishnan, Chief Investment Officer – Equity, while the debt team is led by Mr Dwijendra Srivastava, Chief Investment Officer – Debt. And, the Chief Operating Officer of Sundaram MF is T. S. Sritharan.

Sundaram Mutual Fund’s consolidated Profit After Tax (PAT) has steadily grown from INR 13.36 crores in 2010-11 to INR 32.69 in 2019-20 and 55.13 crores in 2020-21. While in 2010-11, it paid a dividend of 25%, in 2020-21, the dividend has increased to 75%. Sundaram MF schemes mobilised funds worth INR 6,241 crores in 2020-21, while the redemptions were INR 9,507 crores. The company’s net AUM (Assets Under Management) is INR 31, 247.47 crores (as of 31st March 2021).

Sundaram Mutual Fund Key Information

  • Founded on
  • 24th August 1996
  • Name of the Mutual Fund
  • Sundaram Mutual Fund
  • Sponsor Name
  • Sundaram Finance Limited
  • Trustee Name
  • Sundaram Trustee Company Ltd
  • Managing Director & Chief Executive Officer
  • Mr Sunil Subramaniam
  • Chief Operating Offier / Chief Finance Officer
  • Mr T. S. Sritharan
  • Compliance Officer
  • Mr P Sundararajan
  • Address
  • 21, Patullos Road, Chennai – 600 002
  • Telephone Nos.
  • 044-28569900/40609900
  • Fax Nos.
  • 044-28262040

Sundaram Mutual Fund Managers

Rahul Baijal

Mr Rahul Baijal, PGDM (MBA), joined Sundaram MF as a Fund Manager Equity in July 2016. Presently, he works as the Senior Fund Manager in the Equity Team. He has an experience of more than twenty (20) years in fund management and equity research in companies like Bharti AXA Life Insurance, Credit Suisse Securities, Standard Chartered Bank, etc. Mr Baijal received the coveted title of ‘The 4th Best Fund Manager in India’ in the three-year category in February 2020. He was also ranked the number one equity fund manager from 2016-19.

Bharath S.

Mr Bharath S., MBA, FRM, Cost Accountant, joined Sundaram MF as a Research Analyst in August 2004. He is a Senior Fund Manager in the Equity Team and has an experience of more than seventeen (17) years in fund management and equity research. Before joining Sundaram MF, Bharath worked as an Analyst at Navia Markets. At Sundaram MF, he manages funds like Sundaram Mid Cap Fund, Sundaram Aggressive Hybrid Fund, Sundaram Large Cap Fund, etc.

Ratish Varier

Mr Ratish B Varier, B.Com, MBA (Finance), joined Sundaram MF in November 2018. He has also completed PG in Investment Analysis as Certified Portfolio Manager. Mr Varier has an experience of over fifteen (15) years in equity fund management. Before joining Sundaram MF, he served Mahindra Asset Management as the fund manager for multi-cap, mid-cap, etc. Some funds managed by him at Sundaram MF include Sundaram Mid Cap Fund, Sundaram Multi Cap Fund, Sundaram Rural & Consumption Fund, etc.

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background.

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Ashish Aggarwal

Ashish Aggarwal has over 15 years of research experience on both the buy-side and sell-side. He formerly worked at Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities, and Antique Stock Broking. He has a PGPM from Infinity Business School and a Bachelor’s degree in Mechanical Engineering from Delhi College of Engineering.

Sundaram Infrastructure Advantage Fund, Sundaram Large & Mid Cap Fund, Sundaram Dividend Yield Fund, Sundaram Rural & Consumption Fund, Sundaram Financial Services Opportunities Fund, Sundaram Arbitrage Fund, Sundaram Global Brand Fund, and Sundaram Nifty 100 Equal Weight Fund are among the funds Ashish currently manages.

Sandeep Agarwal

Sundaram Mutual’s Senior Fund Manager – Debt is Sandeep Agarwal. He has more than 13 years of expertise in the Fixed Income industry. Sandeep joined Sundaram Mutual in October 2010 as a Fixed Income Dealer. In June 2012, he transitioned into active fund management. Sandeep served as a Management Trainee – Fixed Income at Deutsche Asset Management before joining Sundaram Mutual.

Sandeep graduated with honours from the University of Kota in Rajasthan. He is also a Chartered Accountant with the Institute of Chartered Accountants of India, New Delhi, and a Company Secretary with the Institute of Company Secretaries of India, New Delhi.

Sundaram Corporate Bond Fund, Sundaram Medium Term Bond Fund, Sundaram Short Term Debt Fund, Sundaram Debt Oriented Hybrid Fund, Sundaram Banking & PSU Debt Fund, Sundaram Equity Hybrid Fund (Debt), Sundaram Money Market Fund, Sundaram Fixed Term Plans, Sundaram Ultra Short Term Fund, and Sundaram Overnight Fund are currently managed by Sandeep.

How Can You Invest in Sundaram Mutual Fund?

If you want to invest in Sundaram Mutual Fund, the process is straightforward on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add mutual funds to your portfolio. The steps to invest in Sundaram Mutual Fund online is as follows: View More

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the Sundaram Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now button

That’s it! This sums up the investment process. Once your payment is successful, you can see the Sundaram Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 Sundaram Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Sundaram Short Duration Fund – Direct Growth is an Short Duration scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Dwijendra Srivastava. With an impressive AUM of ₹199 Crores, this scheme's latest NAV is ₹41.1186 as of 18-08-23.

Sundaram Short Duration Fund – Direct Growth scheme has delivered a return performance of 6.9% in the last 1 year, 5% in the last 3 years, and an 6.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Short Duration funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹199
  • 3Y Return
  • 6.9%

Sundaram Infrastructure Advantage Fund – Dir Growth is an Sectoral / Thematic scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Ashish Aggarwal. With an impressive AUM of ₹712 Crores, this scheme's latest NAV is ₹65.6066 as of 18-08-23.

Sundaram Infrastructure Advantage Fund – Dir Growth scheme has delivered a return performance of 19.1% in the last 1 year, 30.3% in the last 3 years, and an 12.6% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹712
  • 3Y Return
  • 19.1%

Sundaram Services Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 21-09-18 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive AUM of ₹2,753 Crores, this scheme's latest NAV is ₹25.5149 as of 18-08-23.

Sundaram Services Fund – Direct Growth scheme has delivered a return performance of 13.4% in the last 1 year, 29.6% in the last 3 years, and an 21% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹2,753
  • 3Y Return
  • 13.4%

Sundaram Overnight Fund – Direct Growth is an Overnight scheme that was launched on 20-03-19 and is currently under the management of our experienced fund manager Sandeep Agarwal. With an impressive AUM of ₹1,091 Crores, this scheme's latest NAV is ₹1220.9945 as of 18-08-23.

Sundaram Overnight Fund – Direct Growth scheme has delivered a return performance of 6.3% in the last 1 year, 4.3% in the last 3 years, and an 4.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,091
  • 3Y Return
  • 6.3%

Sundaram Money Market Fund – Direct Growth is an Money Market scheme that was launched on 26-09-18 and is currently under the management of our experienced fund manager Sandeep Agarwal. With an impressive AUM of ₹130 Crores, this scheme's latest NAV is ₹13.143 as of 18-08-23.

Sundaram Money Market Fund – Direct Growth scheme has delivered a return performance of 6.7% in the last 1 year, 4.6% in the last 3 years, and an 5.7% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Money Market funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹130
  • 3Y Return
  • 6.7%

Sundaram Dividend Yield Fund – Direct Growth is an Dividend Yield scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Ratish Varier. With an impressive AUM of ₹553 Crores, this scheme's latest NAV is ₹103.8423 as of 18-08-23.

Sundaram Dividend Yield Fund – Direct Growth scheme has delivered a return performance of 13.3% in the last 1 year, 21.9% in the last 3 years, and an 13.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹553
  • 3Y Return
  • 13.3%

Sundaram Multi Cap Fund – Direct Growth is an Multi Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Sudhir Kedia. With an impressive AUM of ₹2,068 Crores, this scheme's latest NAV is ₹290.4719 as of 18-08-23.

Sundaram Multi Cap Fund – Direct Growth scheme has delivered a return performance of 11.1% in the last 1 year, 26.1% in the last 3 years, and an 16.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹2,068
  • 3Y Return
  • 11.1%

Frequently Asked Questions

How much should I invest in a Sundaram Mutual Fund SIP?

To know the right amount to invest in any mutual fund, one needs to understand the risk involved and the tenure of the investment and fix the amount they are most comfortable with based on their financial goals.

Can you increase the SIP amount for a Sundaram mutual fund?

Yes, you can easily increase the SIP amount at any time. To do so, simply follow the process below:

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or instalment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP

Do I need a DEMAT account for investing in Sundaram mutual funds with 5Paisa?

You don’t necessarily have to open a DEMAT account to buy Mutual Funds. With 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App, you can easily invest in mutual funds. You can download 5paisa Invest App & Open an MF Account.

How many investment options does Sundaram AMC offer?

With Sundaram AMC, investors can consider multiple financial assets via diverse offerings and products such as:

  • Equity
  • Fixed-income Assets
  • Liquid Alternatives
  • Portfolio Management Services (PMS)

Who heads Sundaram Mutual Fund?

Sundaram Mutual Fund is headed by Mr Harsha Viji, Chairman and Mr Sunil Subramaniam, Managing Director.

What is the minimum amount to start a Sundaram mutual fund SIP online?

The minimum amount for each Sundaram mutual fund depends on your selected option. However, the lowest amount you can choose for a Sundaram mutual fund SIP is INR 0, while it is INR 100 for a lump sum investment.

What are the additional benefits of investing in Sundaram mutual funds with 5Paisa?

With 5Paisa, you can easily invest in Sundaram Mutual Fund and other investment options at the ZERO commission. In addition, investing with 5Paisa is safe and enables you to the benefits such as:

  • Professional Management
  • Simple SIP or lump sum investment process
  • Liquidity Transparency
  • You can invest in mutual funds by starting a SIP as low as INR 100 or with
  • Flexibility to choose from a wide range of options

Can you stop a Sundaram mutual fund online?

Yes, you can stop any SIP online at any time. All you need to do is place a Cancel SIP request. To stop or cancel the SIP, you can do so from the Sundaram website or simply do it via the 5Paisa account by following the steps below:

  • Go to Mutual Fund order Book
  • Click on the SIP section
  • Click on the IDFC scheme that you wish to stop
  • Click on the Stop SIP button

That’s it! Your SIP will be stopped, and you can restart the SIP at any time.

What is Sundaram Mutual Fund?

With more than 3.5 million customers, 80+ branches, 25 years of expertise in fund management, and over INR 54,000 crores Asset Under Management (AUM), Sundaram Mutual Fund is one of India’s largest mutual fund houses.

Who are the top fund managers of Sundaram Mutual Fund?

Mr Rahul Baijal, Mr Bharath S., Mr Ratish B Varier, and Mr Rohit Seksaria, Sudhir Kedia, Ashish Aggarwal, Sandeep Agarwal are some of the best fund managers at Sundaram MF.

Invest Now
Start Investing Now!

Open Free Demat Account in 5 mins

Please enter mobile number