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sundaram mutual fund

Sundaram Mutual Fund

With an AUM of Rs 71,587 crores, Sundaram Mutual Fund offers 44 schemes across different categories including 23 equity, 26 debt, and 8 hybrid mutual funds. Know the SUNDARAM MF scheme details, historical returns, compare and invest in Best Sundaram Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.



₹ 71,588 Cr

Total AUM

  • Overview
  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
  • ISIN

Sundaram Mutual Fund Details

Sundaram Asset Management Company Ltd
₹ 71,587 Crores
13 May 2010
Incorporation Date
26 February 1996
Sundaram Finance Limited
Mr. Subramanian / Mr. Harsha Viji
Contact Number
Email Id
Office Address
Sundaram Asset Management Company Limited, 46, Whites Road, Peters Colony, Royaoettah, Chennai- 600014, Tamil Nadu

Best Sundaram Mutual Fund Schemes to Invest in 2024

Fund nameAUMNAV3Y Returns
Sundaram Equity Savings Fund (G)
₹848.56 Cr₹65.0912.2%
Sundaram Services fund (G)
₹3358.02 Cr₹29.9919.3%
Sundaram Overnight Fund (G)
₹1114.91 Cr₹1283.375.3%
Sundaram Nifty 100 Equal Wgt fund (G)
₹79.07 Cr₹172.7419.4%
Sundaram Financial Services Opportunities Fund (G)
₹1258.41 Cr₹95.8419.5%
Sundaram Multi Cap Fund (G)
₹2566.75 Cr₹358.8821.4%
Sundaram Infrastructure Advantage Fund (G)
₹941.85 Cr₹95.8129.3%
Sundaram Small Cap Fund (G)
₹3108.53 Cr₹245.7125%
Sundaram Medium Duration fund (G)
₹43.80 Cr₹64.273.2%
Sundaram Mid Cap fund (G)
₹11017.41 Cr₹1266.2526.4%
Sundaram Global Brand Fund (G)
₹114.85 Cr₹29.936.5%
Sundaram large and Mid Cap Fund (G)
₹6451.55 Cr₹81.6420.3%
Sundaram Money Market fund (G)
₹212.64 Cr₹13.875.7%
Sundaram Liquid Fund (G)
₹5651.16 Cr₹2145.275.7%
Sundaram Conservative Hybrid Fund (G)
₹30.14 Cr₹27.728.7%
Sundaram Balanced Advantage fund (G)
₹1528.77 Cr₹32.7910.9%
Sundaram Arbitrage Fund (G)
₹112.91 Cr₹13.515%
Sundaram Short Duration Fund (G)
₹193.82 Cr₹40.625.2%
Sundaram Banking & PSU Fund (G)
₹327.54 Cr₹39.444.9%
Sundaram Consumption Fund (G)
₹1393.03 Cr₹90.0319.3%

Know the latest NAV, Asset Under Management, and 3-year Return of Best Sundaram Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.

Top Sundaram Mutual Fund Managers

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

Fund Manager

Sudhir Kedia

Fund Manager

Ravi Gopalakrishnan

Fund Manager

Sandeep Agarwal

Fund Manager

Ashish Aggarwal

Fund Manager

Ratish Varier

Fund Manager

S. Bharath

Fund Manager

How to Invest in Sundaram Funds?

Investing in Sundaram Mutual Fund online via Scripbox is an easy and convenient process. All you need to do is follow the following steps mentioned below.

  • Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Funds Scheme, firstly pick any of the options best suited to your financial goal. Now, click on “Continue” to proceed with Mutual Fund Investment.
  • Sign up to create an account: If u are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. Next you can select “Every month SIP” or”One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Subsequently, click on the “See Recommended Funds” to proceed for investment.
  • Check the Plan and Fund Allocation: A list of mutual fund schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that. Just click on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
  • Bank Details and Money Transfer: Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required to Invest in Sundaram AMC

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof. (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card)
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Sundaram Mutual Fund investment statement using the Scripbox App:

  • Firstly, open the Scripbox App and use your credentials to login to your Scripbox account.
  • Then, at the right hand side corner select ‘Profile’ tab.
  • Next, click on the option ‘Investment History’ to get all previous transactions.
  • Then, click on ‘Email me’ to get the statement in your email.
  • Finally, open your registered email and click on the link to download the investment history statement in excel format.

The mutual fund statement will have the following details in two excel worksheets:

  • Orders Tab: The sheet includes transaction details including name of the fund, name of the investor, investment amount, folio number, NAV, date of investment, STT, etc.
  • Current Holding Tab: This sheet includes a summary of mutual funds in your portfolio and has details like name of the fund, folio number, number of units, current valuation, and purpose.

Top Sundaram Mutual Fund Managers

Fund ManagerType Of FundNumber of Schemes
Rahul BaijalEquity13
Bharath S.Equity15
Ratish B VarierEquity10
Rohit SeksariaEquity13
Siddharta ChaudhuryDebt7
Sandeep AgarwalDebt8
Dwijendra SrivastavaEquity19

Explore: Best Fund Managers

Mr. Rahul Baijal

Mr. Baijal is the Senior Fund Manager – Equity at Sundaram Mutual Fund. 

He has done his PGDM(MBA) from IIM Calcutta and is also an Engineering Graduate of Delhi College of Engineering, Delhi.

He has been associated with Sundaram Mutual since July 2016 as Fund Manager in Equity.

Mr. Baijal has a rich experience of over 19 years in Equity Research and in Fund Management also.

Earlier, he was associated with Bharti Axa Life Insurance, TVF Capital, HSBC Securities, CREDIT Suisse Securities and Standard Chartered Bank.

Currently, he manages Sundaram Select Focus, Sundaram TOP 100 (Series VI-VII), and Sundaram Equity Hybrid Fund. he is also Co-Fund Manager of Sundaram Financial Services Opportunities Fund and Sundaram Services Fund.

Mr. Bharath S.

Mr. Bharat S. is a Fund Manager – Equity and Head of Research at Sundaram Mutual being associated with since August 2004

Furthermore, he holds an MBA degree from Thiagarajar School of Management, Madurai. Additionally, he is a certified FRM Cost Accountant as well.

His experience in Equity Research as well as in Fund Management is of over 17 years.

Mr. Bharat S manages funds like Sundaram Value Fund Series, Sundaram Long term Tax Advantage Series, Sundaram Rural. As well as Consumption Fund and Sundaram Smart NIFTY 100 Equal Weight Fund. He manages Sundaram Equity Savings Fund as well as Sundaram Equity Fund.

Mr. Ratish B Varier

Mr. Varier is a Fund manager – Equity at Sundaram Mutual being associated with the fund since November 2015

He is a B.Com graduate, MBA in Finance as well as a Post Graduate in Investment Analysis as Certified Portfolio Manager.

Moreover, he possesses about 15 years of experience in the financial services domain. Also, the equity portfolios at Sundaram AMC Limited is being managed by him.

Prior to joining Sundaram AMC, he worked with Mahindra Asset Management and Reliance Life Insurance Company Limited.

Mr. Rohit Seksaria

Mr. Seksaria is an Assistant Fund Manager – Equity at Sundaram Mutual being associated with the fund since January 2017

He has done his MBA from IIM Ahmedabad and is a rank holder Chartered Accountant  (ICAI) as well as Company Secretary (ICSI).

Moreover, he has extensive experience of 15 years in Equity Research and Fund Management.

Prior to joining Sundaram Mutual, he was working with Asian Hedge Funds like Capital and Matchpoint in Singapore and Hong Kong. Besides, he also headed a research outfit like Irevna.

Currently, he also co-manages the below funds:

  • Emerging Small Cap Series
  • Micro Cap Series Funds
  • Long Term tax Advantage Funds
  • Global Brand Fund and Sundaram Services Fund.

Mr. Siddharta Chaudhury

Mr. Chaudhury is the Head – Fixed Income – Institutional Business at Sundaram Mutual. 

He holds a PG Diploma in Securities Markets from the Indian Institute of Capital Markets, Navi Mumbai. Besides a B.Com Graduate degree from Delhi University as well

His association has been with Sundaram Mutual since August 2010 as Vice President and Fund Manager – Fixed Income. Moreover, he has over 13 years of experience in Fixed Income.

Currently, he manages funds such as Sundaram Money Fund, Sundaram Low Duration Fund, Sundaram Capital Protection Oriented Funds. As well as Debt Oriented Funds, Debt Oriented Hybrid Fund (Debt Portion) and Hybrid Fund Series (Debt Portion).

Also, he Co-manages Sundaram Overnight Fund, Sundaram Ultra Short Term Fund. Besides, he manages Sundaram Banking, and PSU Debt Fund and Sundaram Money Market Fund.

Mr. Sandeep Agarwal

Mr. Agarwal is the Senior Fund Manager – Debt at Sundaram Mutual.

He is a B. Com Graduate, a Chartered Accountant from the ICAI as well as Company Secretary from the ICSI.

He has more than 12 years of experience in Fund Income Space. Earlier he has been associated with Sundaram Mutual since October 2010 as a Dealer – Fixed Income. Later, he moved into active fund management in June 2012.

Also, his work experiences include Deutsche Asset Management as a Management Trainee – Fixed Income.

He currently manages the Sundaram Equity Hybrid Fund (Debt) and Sundaram Short Term Credit Risk Fund also

He also co-manages the following funds:

  1. The Sundaram Corporate Bond Fund and Sundaram Medium-term Bond Fund.
  2. The Sundaram Short-term Debt Fund, Sundaram Debt Oriented Hybrid Fund.
  3. Sundaram Banking and PSU Debt Fund, Sundaram Money Market Fund.
  4. Sundaram Fixed Term Plans, Sundaram Overnight Fund, Sundaram Ultra Short-Term Fund.

Mr Dwijendra Srivastava

Mr Srivastava is the Chief Investment Officer – Debt at Sundaram Mutual Fund and he was with the fund house since 2010. He has more than two decades of experience in the debt market. Prior to joining Sundaram AMC, he worked with Deutsche Asset Management, JM Financial Asset Management and Tata Asset Management. Moreover, in March 2015, he was awarded Best Fund Manager – Debt by Outlook Money. He is a CFA, and also holds PGDM (Finance) & Bachelor of Technology (Textile Technology) degree.

Frequently Asked Questions

Is Sundaram Mutual Fund good?

Sundaram AMC was set up in 1996, and has over 20 years of experience in the fund management space. The fund house offers a wide variety of products. It caters to the investment needs of investors with varied risk, financial goal, and liquidity preferences. They have their presence with over 93 branches across the country with 3.3 million investors. Also, they have established their presence in Dubai and are a wholly-owned subsidiary in Singapore as well.

Which Sundaram Mutual Fund is the best?

What constitutes the best mutual fund depends on the investor than the fund house. Certainly, there are a few top performing funds for every fund house. However, there is no guarantee that they suit all investors. An investor has to align his/her goals with that of the investment objective. He/she should be able to understand and absorb the risk in the fund. That’ll be the perfect match for the investor.

How to invest in a Sundaram mutual fund?

One can invest in Sundaram Mutual Fund online directly through Scripbox. Alternatively, they can invest in Sundaram Mutual Fund through the fund houses’ website. Moreover, they can also invest in Sundaram Mutual Fund through any other online platform or mobile application.

How to stop sip in Sundaram mutual fund?

One can stop their SIP in Sundaram Mutual Fund online by directly visiting the Sundaram Mutual Fund website, logging in with the folio number, and stopping the SIP. Alternatively, they can also log in to the platform where they started the Sundaram Mutual Fund investment and stop the SIP.

How to withdraw Sundaram mutual fund?

To withdraw money from Sundaram Mutual Fund, one can visit the nearest Sundaram Mutual Fund office and submit a form. Alternatively, they can visit the Sundaram Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their Sundaram Mutual Fund investments from any online portal where they first invested.

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