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Sundaram Mutual Fund
- AMC AGE 30 years
- AMC AUM (In Cr) ₹ 75,588.79
- 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
Filters
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Sundaram Mid Cap Fund - Growth
|
13,378 | 22.11% | 18.62% | |
Sundaram Infrastructure Advantage Fund Growth
|
990 | 21.14% | 18.55% | |
Sundaram Global Brand Theme - Equity Active FoF Growth
|
162 | 19.51% | 12.60% | |
Sundaram Small Cap Fund Growth
|
3,563 | 18.47% | 17.54% | |
Sundaram LT Tax Advantage Fund-Sr.IV Growth
|
23 | 16.81% | 20.06% | |
Sundaram LT Tax Advantage Fund-Sr.III Growth
|
34 | 16.49% | 19.92% | |
Sundaram LT MC Tax Advantage Fund-Sr.V Growth
|
31 | 16.38% | 18.76% | |
Sundaram Nifty 100 Equal Weight Fund Growth
|
138 | 16.05% | 12.48% | |
Sundaram LT MC Tax Advantage Fund-Sr.IV Growth
|
36 | 15.80% | 19.36% | |
Sundaram LT MC Tax Advantage Fund-Sr.VI Growth
|
37 | 15.67% | 19.42% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Sundaram Mid Cap Fund - Growth
|
22.11% Fund Size (Cr.) - 13,378 |
||
Sundaram Infrastructure Advantage Fund Growth
|
21.14% Fund Size (Cr.) - 990 |
||
Sundaram Global Brand Theme - Equity Active FoF Growth
|
19.51% Fund Size (Cr.) - 162 |
||
Sundaram Small Cap Fund Growth
|
18.47% Fund Size (Cr.) - 3,563 |
||
Sundaram LT Tax Advantage Fund-Sr.IV Growth
|
16.81% Fund Size (Cr.) - 23 |
||
Sundaram LT Tax Advantage Fund-Sr.III Growth
|
16.49% Fund Size (Cr.) - 34 |
||
Sundaram LT MC Tax Advantage Fund-Sr.V Growth
|
16.38% Fund Size (Cr.) - 31 |
||
Sundaram Nifty 100 Equal Weight Fund Growth
|
16.05% Fund Size (Cr.) - 138 |
||
Sundaram LT MC Tax Advantage Fund-Sr.IV Growth
|
15.80% Fund Size (Cr.) - 36 |
||
Sundaram LT MC Tax Advantage Fund-Sr.VI Growth
|
15.67% Fund Size (Cr.) - 37 |
View More
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
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 - Growth is an Mid Cap scheme that was launched on 24-06-2002 and is currently under the management of our experienced fund manager S Bharath. With an impressive
AUM of ₹13,378 Crores, this scheme's latest NAV is ₹1425.5464 as of 6/2/2026 12:00:00 AM.
Sundaram Mid Cap Fund - Growth scheme has delivered a return performance of 5.52% in the last 1 year, 22.11% in the last 3 years, and an 23.16 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.)
- ₹ 13,378
- 3Y Return
- 22.11%
- Sundaram Infrastructure Advantage Fund Growth is an Sectoral / Thematic scheme that was launched on 10-08-2005 and is currently under the management of our experienced fund manager Siddarth Mohta. With an impressive
AUM of ₹990 Crores, this scheme's latest NAV is ₹100.9188 as of 6/2/2026 12:00:00 AM.
Sundaram Infrastructure Advantage Fund Growth scheme has delivered a return performance of 7.79% in the last 1 year, 21.14% in the last 3 years, and an 11.82 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.)
- ₹ 990
- 3Y Return
- 21.14%
- Sundaram Global Brand Theme - Equity Active FoF Growth is an FoFs Overseas scheme that was launched on 16-07-2007 and is currently under the management of our experienced fund manager Shalav Saket. With an impressive
AUM of ₹162 Crores, this scheme's latest NAV is ₹43.8076 as of 5/29/2026 12:00:00 AM.
Sundaram Global Brand Theme - Equity Active FoF Growth scheme has delivered a return performance of 31.63% in the last 1 year, 19.51% in the last 3 years, and an 8.18 since its launch. With a minimum SIP investment of just ₹250, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 162
- 3Y Return
- 19.51%
- Sundaram Small Cap Fund Growth is an Small Cap scheme that was launched on 03-01-2005 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹3,563 Crores, this scheme's latest NAV is ₹273.3974 as of 6/2/2026 12:00:00 AM.
Sundaram Small Cap Fund Growth scheme has delivered a return performance of 8.09% in the last 1 year, 18.47% in the last 3 years, and an 16.80 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.)
- ₹ 3,563
- 3Y Return
- 18.47%
- Sundaram LT Tax Advantage Fund-Sr.IV 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 ₹34.7866 as of 6/2/2026 12:00:00 AM.
Sundaram LT Tax Advantage Fund-Sr.IV Growth scheme has delivered a return performance of 9.92% in the last 1 year, 16.81% in the last 3 years, and an 17.03 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
- 16.81%
- Sundaram LT Tax Advantage Fund-Sr.III 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 ₹34 Crores, this scheme's latest NAV is ₹29.8056 as of 6/2/2026 12:00:00 AM.
Sundaram LT Tax Advantage Fund-Sr.III Growth scheme has delivered a return performance of 9.21% in the last 1 year, 16.49% in the last 3 years, and an 14.29 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.)
- ₹ 34
- 3Y Return
- 16.49%
- Sundaram LT MC Tax Advantage Fund-Sr.V 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 ₹31 Crores, this scheme's latest NAV is ₹29.0825 as of 6/2/2026 12:00:00 AM.
Sundaram LT MC Tax Advantage Fund-Sr.V Growth scheme has delivered a return performance of 7.23% in the last 1 year, 16.38% in the last 3 years, and an 12.72 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.)
- ₹ 31
- 3Y Return
- 16.38%
- Sundaram Nifty 100 Equal Weight Fund Growth is an Index scheme that was launched on 30-06-1999 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹138 Crores, this scheme's latest NAV is ₹179.0471 as of 6/2/2026 12:00:00 AM.
Sundaram Nifty 100 Equal Weight Fund Growth scheme has delivered a return performance of 4.96% in the last 1 year, 16.05% in the last 3 years, and an 11.33 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.)
- ₹ 138
- 3Y Return
- 16.05%
- Sundaram LT MC Tax Advantage Fund-Sr.IV Growth is an ELSS scheme that was launched on 27-09-2016 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹36 Crores, this scheme's latest NAV is ₹29.9267 as of 6/2/2026 12:00:00 AM.
Sundaram LT MC Tax Advantage Fund-Sr.IV Growth scheme has delivered a return performance of 6.85% in the last 1 year, 15.80% in the last 3 years, and an 12.65 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.)
- ₹ 36
- 3Y Return
- 15.80%
- Sundaram LT MC Tax Advantage Fund-Sr.VI Growth is an ELSS scheme that was launched on 23-06-2017 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive
AUM of ₹37 Crores, this scheme's latest NAV is ₹27.4611 as of 6/2/2026 12:00:00 AM.
Sundaram LT MC Tax Advantage Fund-Sr.VI Growth scheme has delivered a return performance of 5.95% in the last 1 year, 15.67% in the last 3 years, and an 12.27 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.)
- ₹ 37
- 3Y Return
- 15.67%
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.