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.

Top 10 Sundaram Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
Sundaram Emerging Small Cap Series VII – Dir Growth Equity Very High 25.25 - 136
Sundaram Emerging Small Cap Series VII-Dir (IDCW) Equity Very High 25.17 - 136
Sundaram Select Micro Cap – Sr.XVI – Direct Growth Equity Very High 31.95 - 144
Sundaram Select Micro Cap – Sr.XVI – Direct (IDCW) Equity Very High 31.95 - 144
Sundaram Select Micro Cap – Sr.XV – Direct (IDCW) Equity Moderate 35.67 - 212
Sundaram Select Micro Cap – Sr.XV – Direct Growth Equity Moderate 35.67 - 212
Sundaram Emerging Small Cap Series VI – Dir Growth Equity Very High 27.89 - 39
Sundaram Emerging Small Cap Series VI – Dir (IDCW) Equity Very High 27.79 - 39
Sundaram Emerging Small Cap Series III – Dir Growth Equity Very High 29.10 - 282
Sundaram Emerging Small Cap Series III-Dir (IDCW) Equity Very High 29.07 - 282

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.

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.

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

Mutual Fund Name Sundaram Mutual Fund
Founded 24th August 1996
Sponsor Name Sundaram Finance Limited
Trustee Sundaram Trustee Company Ltd
Managing Director Mr Sunil Subramaniam
Chief Operating Officer Mr T. S. Sritharan
Chief Information Officer Mr Dwijendra Srivastava / Mr S Krishnakumar
Compliance Office Mr P Sundararajan
Registered Office 21, Patullos Road, Chennai – 600 002
Corporate Office Sundaram Towers, I & II Floor, 46, Whites Road, Royapettah, Chennai – 600 014.
Contact Information Tel: 044-28569900/40609900, Fax: 044-28262040 Website : www.sundarammutual.com
Auditors M/s. Suri & Co., Chennai, Chartered Accountants Information Security Assurance Auditors M/s. C V Ramaswamy and Co., Chennai

How to Invest in SUNDARAM Mutual Funds on 5paisa?

You can invest in any SUNDARAM Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in SUNDARAM Mutual Fundon 5paisa –

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred SUNDARAM Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose SUNDARAM AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your SUNDARAM Mutual Fund Online Investment with 5paisa is complete and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds easily.

Sundaram Mutual Fund – Top Fund Managers

Mr 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.

Mr 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.

Mr Ratish B 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.

Mr 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.

FAQs

  • 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 heads Sundaram Mutual Fund?

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

  • Who are the top fund managers of Sundaram Mutual Fund?

    Mr Rahul Baijal, Mr Bharath S., Mr Ratish B Varier, and Mr Rohit Seksaria are some of the best fund managers at Sundaram MF.