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Sundaram Mutual Fund

Sundaram Asset Management Company Limited is the holding organisation of Sundaram Mutual Fund. (+)

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Best Sundaram Mutual Fund

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logo Sundaram Mid Cap Fund - Direct Growth

26.78%

Fund Size (Cr.) - 12,425

logo Sundaram Infrastructure Advantage Fund - Dir Growth

23.00%

Fund Size (Cr.) - 989

logo Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth

22.90%

Fund Size (Cr.) - 36

logo Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth

22.73%

Fund Size (Cr.) - 23

logo Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth

22.45%

Fund Size (Cr.) - 39

logo Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth

22.36%

Fund Size (Cr.) - 82

logo Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth

22.31%

Fund Size (Cr.) - 38

logo Sundaram Small Cap Fund - Direct Growth

21.89%

Fund Size (Cr.) - 3,424

logo Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth

21.60%

Fund Size (Cr.) - 33

logo Sundaram Consumption Fund - Direct Growth

21.23%

Fund Size (Cr.) - 1,586

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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

Sundaram Mutual Fund Managers

How to 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

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 12,425
  • 3Y Return
  • 26.78%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 989
  • 3Y Return
  • 23.00%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 36
  • 3Y Return
  • 22.90%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 23
  • 3Y Return
  • 22.73%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 39
  • 3Y Return
  • 22.45%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 82
  • 3Y Return
  • 22.36%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 38
  • 3Y Return
  • 22.31%

  • Min SIP Investment Amt
  • ₹ 250
  • AUM (Cr.)
  • ₹ 3,424
  • 3Y Return
  • 21.89%

  • Min SIP Investment Amt
  • AUM (Cr.)
  • ₹ 33
  • 3Y Return
  • 21.60%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,586
  • 3Y Return
  • 21.23%

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Frequently Asked Questions

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.

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

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.

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)

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

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.

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

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.

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.

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.

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