Sundaram Mutual Fund
- AMC AGE 30 years
- AMC AUM (In Cr) ₹ 84,486.67
- Number of Schemes 40
Sundaram Mutual Fund is one of India’s long-standing AMCs with roots that reflect a steady, institution-led approach to asset management. Over the years, it has been associated with process-driven investing and a broad scheme lineup that covers multiple categories, making it relevant to investors with varied goals - from long-term equity participation to fixed-income stability and diversification needs.
When considering Sundaram Mutual Fund schemes or reviewing Sundaram Mutual Fund returns, it’s more useful to evaluate schemes by category consistency and alignment with your holding period rather than attempting to pick funds based only on near-term performance. On 5paisa, you can view scheme options, shortlist based on your goals, and invest via SIP or lump sum through a single online journey.
For investors seeking discipline, SIP-based investing over a defined time horizon often fits well with the type of long-cycle approach many investors aim for.
List of Sundaram Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Sundaram Mid Cap Fund - Direct Growth
|
14,504 | 21.83% | 19.11% | |
Sundaram Small Cap Fund - Direct Growth
|
3,922 | 19.15% | 18.21% | |
Sundaram Global Brand Theme - Equity Active FoF-Dir Growth
|
170 | 19.00% | 12.66% | |
Sundaram Infrastructure Advantage Fund - Dir Growth
|
979 | 18.67% | 17.92% | |
Sundaram Large and Mid Cap Fund - Direct Growth
|
7,222 | 17.14% | 14.46% | |
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth
|
23 | 16.84% | 18.82% | |
Sundaram Services Fund - Direct Growth
|
5,137 | 16.59% | 15.75% | |
Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth
|
35 | 16.54% | 18.55% | |
Sundaram Nifty 100 Equal Weight Fund - Dir Growth
|
147 | 16.29% | 13.37% | |
Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth
|
32 | 15.97% | 16.63% |
Key Information about Sundaram Mutual Fund
- Name of the Mutual Fund
- Sundaram Mutual Fund
- Date of Incorporation
- 26 February 1996
- Setup Date
- 24 August 1996
- Sponsor Name
- Sundaram Finance Limited
- Trustee Name
- SUNDARAM TRUSTEE COMPANY LIMITED
- Managing Director
- Mr. Anand Radhakrishnan
- Compliance Officer
- NA
- Chief Investment Officer
- NA
- Investment Service Officer
- Baba M J
- Auditor
- R.G.N. Price & Co
- Custodian
- Standard Chartered Bank, HDFC Bank
- Registrars
- KFIN Technologies Limited
- Address (Head Office)
- Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah
- Telephone No
- 044-28569851
- Fax No
- 044-2858 3156
Sundaram Mutual Fund Managers
Equity Fund Manager, Mahindra Asset Management Co.Pvt.Ltd(Sept 2013 to until date) Equities Manager, Reliance Life Insurance Company Ltd.(Jan 2007 to Sept 2013) Dealer Corporate Bond, ICAP Pvt Ltd. (August 2006 to December 2006)
Ashish Aggarwal has 15 years' experience across buy-side and sell-side. He has earlier worked with IL&FS Investment, Tata Securities and Antique Stock Broking. He has been working in Principal Asset Management Private Limited since August'2015.
Mr. Kedia has professional experience of more than 13 years and his primary responsibility includes Fund Management & Investment Analysis. He was previously associated with ASK Investments.
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
He has experience over 8 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.
Total Experience (Inc - SAMC) 1.21 (MIRABILIS INVESTMENT TRUST)
He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.
He has worked with Deutsche Asset Management as fixed income Analyst and then, joined Sundaram Asset Management as fixed income Dealer.
How to Invest in Sundaram Mutual Fund?
Investing in Sundaram Mutual Fund through 5paisa is a straightforward digital experience designed to keep the steps clear while allowing you to make goal-based choices. Here’s how to begin:
Step 1: Log in to 5paisa or register using your mobile number and email if you’re new to the platform.
Step 2: Complete KYC with your PAN and address proof so you can start transacting in mutual funds online.
Step 3: Go to Mutual Funds and search for Sundaram Mutual Fund to explore Sundaram Mutual Fund schemes in one place.
Step 4: Identify your investment time horizon and decide whether this purchase is meant for long-term growth, stability, or diversification.
Step 5: Review scheme details to ensure the category and objective match your goal and comfort with risk.
Step 6: Choose SIP for recurring investing or lump sum for a one-time allocation based on your plan.
Step 7: Confirm the investment, complete payment, and track holdings from your 5paisa portfolio dashboard.
Investments typically reflect after processing, and you can manage SIPs and additional investments through the same dashboard.
How to Invest in Sundaram Mutual Fund ?
Investing in Sundaram Mutual Fund through 5paisa is a straightforward digital experience designed to keep the steps clear while allowing you to make goal-based choices. Here’s how to begin:
Step 1: Log in to 5paisa or register using your mobile number and email if you’re new to the platform.
Step 2: Complete KYC with your PAN and address proof so you can start transacting in mutual funds online.
Step 3: Go to Mutual Funds and search for Sundaram Mutual Fund to explore Sundaram Mutual Fund schemes in one place.
Step 4: Identify your investment time horizon and decide whether this purchase is meant for long-term growth, stability, or diversification.
Step 5: Review scheme details to ensure the category and objective match your goal and comfort with risk.
Step 6: Choose SIP for recurring investing or lump sum for a one-time allocation based on your plan.
Step 7: Confirm the investment, complete payment, and track holdings from your 5paisa portfolio dashboard.
Investments typically reflect after processing, and you can manage SIPs and additional investments through the same dashboard.
Top 10 Sundaram Mutual Fund to Invest
- Sundaram Mid Cap Fund - Direct Growth is an Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager S Bharath. With an impressive
AUM of ₹14,504 Crores, this scheme's latest NAV is ₹1688.5064 as of 8/13/2026 12:00:00 AM.
Sundaram Mid Cap Fund - Direct Growth scheme has delivered a return performance of 13.33% in the last 1 year, 21.83% in the last 3 years, and an 18.16 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 14,504
- 3Y Return
- 21.83%
- Sundaram Small Cap Fund - Direct Growth is an Small Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹3,922 Crores, this scheme's latest NAV is ₹333.3627 as of 8/13/2026 12:00:00 AM.
Sundaram Small Cap Fund - Direct Growth scheme has delivered a return performance of 19.43% in the last 1 year, 19.15% in the last 3 years, and an 18.09 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in Small Cap Fund.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 3,922
- 3Y Return
- 19.15%
- Sundaram Global Brand Theme - Equity Active FoF-Dir Growth is an FoFs Overseas scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Shalav Saket. With an impressive
AUM of ₹170 Crores, this scheme's latest NAV is ₹48.7939 as of 8/12/2026 12:00:00 AM.
Sundaram Global Brand Theme - Equity Active FoF-Dir Growth scheme has delivered a return performance of 24.99% in the last 1 year, 19.00% in the last 3 years, and an 9.60 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 170
- 3Y Return
- 19.00%
- Sundaram Infrastructure Advantage Fund - Dir Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Siddarth Mohta. With an impressive
AUM of ₹979 Crores, this scheme's latest NAV is ₹110.5769 as of 8/13/2026 12:00:00 AM.
Sundaram Infrastructure Advantage Fund - Dir Growth scheme has delivered a return performance of 10.35% in the last 1 year, 18.67% in the last 3 years, and an 14.03 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.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 979
- 3Y Return
- 18.67%
- Sundaram Large and Mid Cap Fund - Direct Growth is an Large & Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Madanagopal Ramu. With an impressive
AUM of ₹7,222 Crores, this scheme's latest NAV is ₹108.3312 as of 8/13/2026 12:00:00 AM.
Sundaram Large and Mid Cap Fund - Direct Growth scheme has delivered a return performance of 15.21% in the last 1 year, 17.14% in the last 3 years, and an 15.44 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 7,222
- 3Y Return
- 17.14%
- Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth is an ELSS scheme that was launched on 27-03-2018 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹23 Crores, this scheme's latest NAV is ₹38.5328 as of 8/13/2026 12:00:00 AM.
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth scheme has delivered a return performance of 16.23% in the last 1 year, 16.84% in the last 3 years, and an 18.07 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 23
- 3Y Return
- 16.84%
- Sundaram Services Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 29-08-2018 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹5,137 Crores, this scheme's latest NAV is ₹40.7176 as of 8/12/2026 12:00:00 AM.
Sundaram Services Fund - Direct Growth scheme has delivered a return performance of 9.77% in the last 1 year, 16.59% in the last 3 years, and an 19.46 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 5,137
- 3Y Return
- 16.59%
- Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth is an ELSS scheme that was launched on 27-12-2017 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹35 Crores, this scheme's latest NAV is ₹33.3747 as of 8/13/2026 12:00:00 AM.
Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth scheme has delivered a return performance of 16.09% in the last 1 year, 16.54% in the last 3 years, and an 15.50 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 35
- 3Y Return
- 16.54%
- Sundaram Nifty 100 Equal Weight Fund - Dir Growth is an Index scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹147 Crores, this scheme's latest NAV is ₹199.8761 as of 8/13/2026 12:00:00 AM.
Sundaram Nifty 100 Equal Weight Fund - Dir Growth scheme has delivered a return performance of 11.39% in the last 1 year, 16.29% in the last 3 years, and an 12.36 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 147
- 3Y Return
- 16.29%
- Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth is an ELSS scheme that was launched on 29-03-2017 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹32 Crores, this scheme's latest NAV is ₹32.2414 as of 8/13/2026 12:00:00 AM.
Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth scheme has delivered a return performance of 13.61% in the last 1 year, 15.97% in the last 3 years, and an 13.72 since its launch. With a minimum SIP investment of just ₹, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 32
- 3Y Return
- 15.97%
Other Calculators
Frequently Asked Questions
You can search Sundaram Mutual Fund within 5paisa Mutual Funds, select an appropriate scheme, and invest through SIP or lump sum in a guided online process.
The best Sundaram Mutual Fund for SIP is usually the one that matches your goal, holding period, and risk comfort while serving a clear role in your overall portfolio.
Schemes offered by Sundaram Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, you can manage SIPs online via 5paisa, including pausing or cancelling future instalments as per the mandate and scheme terms.
An active 5paisa account, completed KYC, and a linked bank account are needed so purchases and redemptions can be processed correctly.
It is fairly simple to increase your SIP amount in Sundaram Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.