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

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). 

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 11.30 - 129
Sundaram Select Micro Cap – Sr.XVI – Direct Growth Equity Very High 15.81 - 138
Sundaram Select Micro Cap – Sr.XV – Direct Growth Equity Moderate 31.90 - 212
Sundaram Emerging Small Cap Series VI – Dir Growth Equity Very High 11.85 - 37
Sundaram Select Micro Cap – Sr.XVII – Direct Growth Equity Very High 10.83 - 113
Sundaram Emerging Small Cap Series III – Dir Growth Equity Very High 12.47 - 265
Sundaram Emerging Small Cap Series IV – Dir Growth Equity Very High 11.72 - 189
Sundaram Emerging Small Cap Series V – Dir Growth Equity Very High 12.02 - 72
Sundaram Emerging Small Cap Series I – Dir Growth Equity Very High 13.29 - 277
Sundaram Emerging Small Cap Series II – Dir Growth Equity Very High 12.21 - 296
Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth Equity Very High 9.40 - 35
Sundaram Services Fund – Direct Growth Equity Very High 7.54 - 2,074
Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth Equity Very High 7.68 - 33
Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth Equity Very High 10.63 - 33
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth Equity Very High 10.13 - 21
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth Equity Very High 10.01 - 34
Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth Equity Very High 9.05 - 70
Sundaram Small Cap Fund – Direct Growth Equity Very High 1.71 2 1,860
Sundaram Multi Cap Fund – Series II – Direct Growth Equity Very High 2.05 - 81
Sundaram Multi Cap Fund – Series I – Direct Growth Equity Very High 1.96 - 137
Sundaram Multi Cap Fund – Direct Growth Equity Very High 5.02 3 1,724
Sundaram Focused Fund – Direct Growth Equity Very High -3.31 4 669
Sundaram Dividend Yield Fund – Direct Growth Equity Very High 1.01 - 276
Sundaram LT Tax Advantage Fund – Sr.II-Dir Growth Equity Very High 2.33 - 11
Sundaram LT Tax Advantage Fund – Sr.I – Dir Growth Equity Very High 2.47 - 17
Sundaram Tax Savings Fund – Direct Growth Equity Very High 3.10 3 893
Sundaram Large and Mid Cap Fund – Direct Growth Equity Very High 2.61 3 4,726
Sundaram Equity Savings Fund – Direct Growth Hybrid Moderately High 6.60 4 374
Sundaram Aggressive Hybrid Fund – Direct Growth Hybrid Very High 3.38 4 2,937
Sundaram Mid Cap Fund – Direct Growth Equity Very High 0.38 1 6,705
Sundaram Infrastructure Advantage Fund – Dir Growth Equity Very High 4.16 3 589
Sundaram Nifty 100 Equal Weight Fund – Dir Growth Other Very High -2.32 2 55
Sundaram Rural and Consumption Fund – Direct Growth Equity Very High 1.10 1 1,119
Sundaram Diversified Equity – Direct Growth Equity Very High 2.78 2 1,778
Sundaram Global Brand Fund – Direct Growth Other Very High -15.44 - 121
Sundaram Debt Oriented Hybrid Fund – Dir Growth Hybrid Moderately High 7.84 2 31
Sundaram Corporate Bond Fund – Direct Growth Debt Moderately Low 3.18 3 1,104
Sundaram Balanced Advantage Fund – Direct Growth Hybrid Moderate 1.44 4 1,576
Sundaram Fin Serv Opportunities – Direct Growth Equity Very High -4.35 4 513
Sundaram Short Duration Fund – Direct Growth Debt Moderate 3.51 2 231
Sundaram Banking & PSU Debt Fund – Direct Growth Debt Moderate 1.68 3 790
Sundaram Money Market Fund – Direct Growth Debt Moderately Low 3.60 2 33
Sundaram Low Duration Fund – Direct Growth Debt Moderate 3.66 2 568
Sundaram Ultra Short Duration Fund – Direct Growth Debt Moderate 3.70 3 1,170
Sundaram Medium Term Bond Fund – Direct Growth Debt Moderate 0.65 3 55
Sundaram Liquid Fund – Direct Growth Debt Moderate 3.62 4 1,695
Sundaram Overnight Fund – Direct Growth Debt Low 3.45 2 609
Sundaram Arbitrage Fund – Direct Growth Hybrid Low 2.90 1 63
Sundaram Large Cap Fund – Direct Growth Equity Very High 1.92 4 2,960

The following is the list of Sundaram MF schemes that received ratings from various financial agencies in 202-21:

Scheme Name  Category  Value Research CRISIL  Morningstar 
Sundaram Large and Mid-Cap Fund  Equity 4 Stars Rank 3 
Sundaram Select Focus  Equity  4 Stars Rank 3 4 Stars
Sundaram Equity Hybrid  Equity  4 Stars Rank 3 4 Stars 
Sundaram Medium Term Bond Fund  Debt 3 Stars Rank 3 4 Stars 
Sundaram Banking & PSU Debt Fund  Debt 4 Stars Rank 2 4 Stars
Sundaram Corporate Bond Fund-Direct Plan 5 Stars Debt 3 Stars Rank 2
Sundaram Money Fund  Debt 3 Stars  Rank 3
Sundaram Financial Services Opportunities Fund  Debt  4 Stars 4 Stars 
Sundaram Short Term Debt Fund Debt  Rank 1

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!

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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.

Frequently Asked Questions About Sundaram Mutual Fund

1. 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.

2. Who heads Sundaram Mutual Fund?

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

3. 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.