With an AUM of Rs 48,864 crores, Sundaram Mutual Fund offers 42 schemes across different categories including 21 equity, 26 debt, and 7 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.
Sundaram Asset Management Company Ltd
₹ 48,864 Crores
13 May 2010
26 February 1996
Sundaram Finance Limited
Mr. Subramanian / Mr. Harsha Viji
MD & CEO
Sundaram Asset Management Company Limited, 46, Whites Road, Peters Colony, Royaoettah, Chennai- 600014, Tamil Nadu
|Fund name||AUM||NAV||3Y Returns|
|Sundaram Equity Savings Fund (G)||-||₹51.70||11.8%|
|Sundaram Services fund (G)||₹2343.96 Cr||₹20.88||17.2%|
|Sundaram Financial Services Opportunities Fund Institutional (G)||₹619.25 Cr||₹71.24||11.6%|
|Sundaram Financial Services Opportunities Fund (G)||₹619.25 Cr||₹63.55||10%|
|Sundaram Focused Fund (G)||₹793.31 Cr||₹105.11||14.7%|
|Sundaram Nifty 100 Equal Wgt fund (G)||₹55.69 Cr||₹106.00||13.1%|
|Sundaram Tax Savings (G)||₹965.02 Cr||₹332.11||16.5%|
|Sundaram Infrastructure Advantage Fund (G)||₹614.60 Cr||₹51.48||15.7%|
|Sundaram Corporate Bond Fund (G)||₹1036.44 Cr||₹33.62||5.8%|
|Sundaram Diversified Equity Fund (G)||₹1713.36 Cr||₹150.89||12.7%|
|Sundaram Global Brand Fund (G)||₹112.12 Cr||₹23.30||8.3%|
|Sundaram Liquid Fund (G)||₹3648.05 Cr||₹1948.94||4%|
|Sundaram Multi Cap Fund (G)||₹1846.91 Cr||₹230.59||16.6%|
|Sundaram Debt Oriented Hybrid Fund (G)||₹30.43 Cr||₹24.22||7.5%|
|Sundaram Small Cap Fund (G)||₹2021.28 Cr||₹146.11||21.1%|
|Sundaram Balanced Advantage fund (G)||-||₹26.00||7.6%|
|Sundaram Arbitrage Fund (G)||₹55.73 Cr||₹12.28||2.8%|
|Sundaram Short Duration Fund (G)||₹205.88 Cr||₹36.97||5.5%|
|Sundaram Medium Term Bond fund (G)||₹45.11 Cr||₹59.61||2.8%|
|Sundaram Mid Cap fund (G)||₹7320.30 Cr||₹713.73||13.1%|
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.
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.
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:
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 firstname.lastname@example.org.
The following steps will guide you to download your Sundaram Mutual Fund investment statement using the Scripbox App:
The mutual fund statement will have the following details in two excel worksheets:
|Fund Manager||Type Of Fund||Number of Schemes|
|Ratish B Varier||Equity||10|
Explore: Best Fund Managers
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. 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. 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. 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:
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. 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:
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.
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.
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.
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.
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.
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.