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
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Sundaram Emerging Small Cap Series VII – Dir Growth Equity - 146 17.9 31.7 -
Sundaram Emerging Small Cap Series III – Dir Growth Equity - 299 16.1 30.7 -
Sundaram Select Micro Cap – Sr.XV – Direct Growth Equity - 212 2.1 30.4 12.9
Sundaram Select Micro Cap – Sr.XVI – Direct Growth Equity - 136 9.5 30.4 -
Sundaram Emerging Small Cap Series V – Dir Growth Equity - 81 16 30.3 -
Sundaram Emerging Small Cap Series VI – Dir Growth Equity - 41 16.2 30.3 -
Sundaram LT MC Tax Advantage Fund Equity - 35 9.8 30.2 -
Sundaram Emerging Small Cap Series IV – Dir Growth Equity - 213 15.6 30.2 -
Sundaram LT MC Tax Advantage Fund Equity - 32 9 30 11.2
Sundaram LT MC Tax Advantage Fund Equity - 34 10.9 29.6 10.6
Sundaram LT Tax Advantage Fund Equity - 32 15.7 29.4 -
Sundaram LT Tax Advantage Fund Equity - 21 15.3 29.3 -
Sundaram Emerging Small Cap Series II – Dir Growth Equity - 335 16.2 29.3 -
Sundaram Emerging Small Cap Series I – Dir Growth Equity - 312 15.8 29.2 -
Sundaram LT MC Tax Advantage Fund Equity - 70 10.8 29 10.2
Sundaram Select Micro Cap – Sr.XVII – Direct Growth Equity - 114 2.3 28.5 -
Sundaram Small Cap Fund Equity 2 2,043 2.9 27.5 10.3
Sundaram Services Fund Equity - 2,296 2.9 23.5 -
Sundaram Multi Cap Fund Equity 3 1,903 3.9 21.5 13.2
Sundaram Mid Cap Fund Equity 1 7,514 6.1 19.7 9.8
Sundaram Tax Savings Fund Equity 3 969 2.8 19.3 11.7
Sundaram Focused Fund Equity 4 755 -1 19.3 14.1
Sundaram Multi Cap Fund Equity - 88 1.9 19 -
Sundaram Multi Cap Fund Equity - 149 1.9 19 -
Sundaram Infrastructure Advantage Fund Equity 3 636 4.9 18.8 9.9
Sundaram LT Tax Advantage Fund Equity - 11 2.9 18.7 13.5
Sundaram LT Tax Advantage Fund Equity - 17 3.2 18.7 12.1
Sundaram Dividend Yield Fund Equity - 322 -1.6 17.9 12.3
Sundaram Nifty 100 Equal Weight Fund Other 2 58 -0.5 17.2 10.3
Sundaram Large and Mid Cap Fund Equity 3 5,239 0.8 17 14
Sundaram Consumption Fund Equity 1 1,246 11.1 16.9 10.6
Sundaram Aggressive Hybrid Fund Hybrid 4 3,106 1.6 16.1 11.1
Sundaram Diversified Equity – Direct Growth Equity 2 1,855 2.8 15.4 9.3
Sundaram Equity Savings Fund Hybrid 4 390 4.8 13.6 10.1
Sundaram Fin Serv Opportunities – Direct Growth Equity 4 589 1.4 12.8 11.2
Sundaram Balanced Advantage Fund Hybrid 5 1,603 5.2 9.7 7.6
Sundaram Debt Oriented Hybrid Fund Hybrid 2 31 1.3 9.2 6
Sundaram Global Brand Fund Other - 115 -17.3 7.4 5.1
Sundaram Corporate Bond Fund Debt 4 1,038 3 6.5 6.7
Sundaram Short Duration Fund Debt 5 205 3.3 6.1 4.5
Sundaram Banking & PSU Debt Fund Debt 2 461 2.1 4.8 5.7
Sundaram Low Duration Fund Debt 5 454 3.9 4.5 1.7
Sundaram Money Market Fund Debt 2 32 3.9 4.5 -
Sundaram Ultra Short Duration Fund Debt 3 1,214 4.1 4.4 4.5
Sundaram Medium Term Bond Fund Debt 2 45 0.2 3.9 5
Sundaram Liquid Fund Debt 4 2,909 4.1 3.9 3.2
Sundaram Overnight Fund Debt 2 739 3.9 3.6 -
Sundaram Arbitrage Fund Hybrid 1 55 3.2 3 2.7
Sundaram Flexi Cap Fund Equity - - - - -
Sundaram Large Cap Fund Equity 4 3,072 -0.9 - -

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

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.

Sudhir Kedia

Sudhir Kedia has over 16 years of fund management and stock research experience. Before joining Sundaram, he worked at Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers. He has a solid educational background. 

He holds the designations of Chartered Accountant, Cost and Works Accountant, and MBA.

Sudhir currently manages the Sundaram Multi Cap Fund, the Sundaram Diversified Equity Fund, the Sundaram Tax Savings Fund, the Sundaram Equity Savings Fund, the Sundaram Small Cap Fund, the Sundaram Micro Cap Series XIV – XVII, the Sundaram Emerging Small Cap Series I – VII, the Sundaram Long Term Tax Advantage Series I – IV, and the Sundaram Long Term Micro Cap.

Ashish Aggarwal

Ashish Aggarwal has over 15 years of research experience on both the buy-side and sell-side. He formerly worked at Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities, and Antique Stock Broking. He has a PGPM from Infinity Business School and a Bachelor’s degree in Mechanical Engineering from Delhi College of Engineering.

Sundaram Infrastructure Advantage Fund, Sundaram Large & Mid Cap Fund, Sundaram Dividend Yield Fund, Sundaram Rural & Consumption Fund, Sundaram Financial Services Opportunities Fund, Sundaram Arbitrage Fund, Sundaram Global Brand Fund, and Sundaram Nifty 100 Equal Weight Fund are among the funds Ashish currently manages.

Sandeep Agarwal

Sundaram Mutual’s Senior Fund Manager – Debt is Sandeep Agarwal. He has more than 13 years of expertise in the Fixed Income industry. Sandeep joined Sundaram Mutual in October 2010 as a Fixed Income Dealer. In June 2012, he transitioned into active fund management. Sandeep served as a Management Trainee – Fixed Income at Deutsche Asset Management before joining Sundaram Mutual.

Sandeep graduated with honours from the University of Kota in Rajasthan. He is also a Chartered Accountant with the Institute of Chartered Accountants of India, New Delhi, and a Company Secretary with the Institute of Company Secretaries of India, New Delhi.

Sundaram Corporate Bond Fund, Sundaram Medium Term Bond Fund, Sundaram Short Term Debt Fund, Sundaram Debt Oriented Hybrid Fund, Sundaram Banking & PSU Debt Fund, Sundaram Equity Hybrid Fund (Debt), Sundaram Money Market Fund, Sundaram Fixed Term Plans, Sundaram Ultra Short Term Fund, and Sundaram Overnight Fund are currently managed by Sandeep.

 

How Can You 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:

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. 

Sundaram Funds Performance and Minimum Investment

Sundaram Short Duration Fund

Investment Goal

The fund’s mix of debt and money market securities is designed to provide income and capital appreciation. The fund can be classified as either cash or a bond fund.

Returns: Its trailing returns over various periods are as follows: 9.65 percent (1 year), 6.93 percent (3 years), 4.93 percent (5 years), and 7.21 percent (since launch). Category returns for the same period are 3.7 percent (1 year), 5.7 percent (3 years), and 5.47 percent (5yr).

Minimum Investment:

A minimum investment of Rs 5000 is required, with an additional investment of Rs 1000. The most minor SIP investment is Rs 250.

  • NAV of 35.9359 as of July 22
  • Till date CAGR: 5.8 %
  • Expense Ratio:0.93
  • AUM in Crores: 214.069
  • Inception Date: 9 May 2003
  • Fund Manager: Sandeep Agarwal, Dwijendra Srivastava
  • SIP (Minimum Amount): INR 0
  • Minimum Lumpsum: 5000

Annualized Return

The fund’s one-year 3-year and 5-year annualized returns are 2.8%,5.8%, and 4% respectively in this case.

Sundaram Select Focus Fund Direct -IDCW

Investment Goal –

The strategy intends to achieve capital appreciation by investing in a small number of well-chosen stocks. It will typically hold stock up to 50 companies, each with a market value of at least Rs. 500 crores.

Returns: Its trailing returns over various periods are: 25.71 percent (1 year), 18.04 percent (3 years), 18.5 percent (5 years), and 13.43 percent (10 years) (since launch). Category returns for the same period are 5.42 percent (1 year), 14.65 percent (3 years), and 11.11 percent (5yr).

Minimum Investment –

The least required investment is Rs 100, and the additional investment is Rs 100. The smallest SIP investment is Rs 100.

  • NAV of 18.73 as of July 22
  • Expense Ratio:1.25%
  • AUM in Crores: 1353.89
  • Inception Date: 1 January 2013
  • Fund Manager: No fund manager for this fund
  • SIP (Minimum Amount): INR 100
  • Minimum Lumpsum: 5000

Annualized Return

The fund’s one-year 3-year and 5-year annualized returns are 25.71, 18.04, and 18.50 respectively in this case.

Sundaram Equity Fund Regular Growth

Investment Objective

The scheme’s investment objective is to provide income commensurate with capital preservation, liquidity, and a lower degree of risk by investing mainly in money market and debt instruments. The goal is to maximize returns while maintaining liquidity.

  • NAV of 16.5962 as of December 31
  • Till date CAGR: 23.4 %
  • Expense Ratio:2.52
  • AUM in Crores: 828.433
  • Inception Date: 6 September 2019
  • Fund Manager: S Bharath
  • SIP (Minimum Amount): INR 0
  • Minimum Lumpsum: 5000

Annualized Return

The fund’s one-year annualized returns of the fund is36.8% whereas the 3-year and 5-year annualized returns of the fund are not applicable in this case.

Sundaram Money Fund Unclaimed Amount Less than Three Years

The scheme’s investment objective is to provide income commensurate with capital preservation, liquidity, and a lower degree of risk by investing mainly in money markets and debt instruments. The goal is to maximize returns while maintaining liquidity.

  • NAV of Rs. 13.1993 as of December 31
  • Till date CAGR: 4.5 %
  • Expense Ratio: 0.28
  • AUM in Crores: 2604.416
  • Inception Date: 3 October 2016
  • Fund Manager: Dwijendra Srivastava
  • SIP (Minimum Amount): INR 0
  • Minimum Lumpsum: 1000

Annualized Return

The fund’s one-year,3-year and 5-year annualized returns are 3.1%,4.5%, and 5.4% respectively in this case.

Sundaram Infrastructure Advantage Fund

Investment Objective

This product is appropriate for investors seeking consistent long-term returns by investing primarily in equity/equity-related instruments of companies engaged in infrastructure and infrastructure-related activities, either directly or indirectly, or expected to benefit from infrastructure growth and development.

Returns

Its trailing returns over various periods are as follows: 5.76 percent (1 year), 15.74 percent (3 years), 8.47 percent (5 years), and 9.87 percent (10 years) (since launch). Category returns for the same period are 8.42 percent (1 year), 17.78 percent (3 years), and 9.33 percent (5yr).

 Minimum Investment

The minimum investment is Rs 100, and the additional investment is Rs 100. The smallest SIP investment is Rs 100.

  • NAV of Rs. 51.9472 as of July 29, 2022
  • Till date CAGR: 9.52%
  • AUM in Crores: Rs. 563 crores
  • Inception Date: September 2005
  • Fund Manager: Mr. Ratish B. Varier, Mr. Ashish Aggarwal- Equity & Mr. Dwijendra Srivastava- Fixed Income
  • SIP (Minimum Amount): INR 100
  • Minimum Lumpsum: 100

Annualized Return

The fund’s one-year 3-year and 5-year annualized returns are 3.63%,10.89%, and 7.76%, respectively in this case.

Sundaram Services Fund

The fund will invest in a well-diversified portfolio of large-cap, mid-cap, and small-cap stocks – a multi-cap portfolio that provides investment opportunities throughout the cap curve.

The Fund will make investments in enterprises in the economy’s Services sector. Financial Services – Healthcare Services & Fitness – Hospitals and Diagnostics; Retail Lenders, Wealth Management, and Insurance Providers; Trade, Tourism & Hospitality – Retail, Hotels & Restaurants, and Tourism; Transportation – Aviation and Logistics; Business Services – BPM Services and Staffing; Other Services – Media, Entertainment & Gaming, Telecom/Data Provider, and Online Services are all part of the Services sector.

  • NAV of Rs. 21.3965 as of July 29, 2022
  • Till date CAGR: 18.1%
  • AUM in Crores: Rs. 1998 crores
  • Inception Date: September 2018
  • Fund Manager: Mr. Rohit Seksaria and Mr. Ravi Gopalakrishnan
  • SIP (Minimum Amount): INR 100
  • Minimum Lumpsum: 100

Annualized Return

In this case, the fund’s one-year 3-year and 5-year annualized returns are 6%,18.4%, and 18.1%, respectively.

Sundaram Overnight Fund

Fund Characteristics:

Because the fund primarily invests in cash and cash equivalents, the credit quality is excellent.

Because the fund invests in overnight securities, it has very high liquidity.

  • Returns are consistent with money market rates.
  • When compared to other similar investments, there is minimal risk, and interest rate risk is insignificant (if any)

Suitability:

This fund is appropriate for investors looking for:

To generate income in line with overnight call/money market rates by investments in debt, money market instruments, cash and cash equivalents maturing in one business day, a high level of liquidity, and minimal credit risk. Typically, the investment horizon ranges from one day to two weeks.

  • NAV of Rs. 1145.5305 as of July 30, 2022
  • Till date CAGR: 4%
  • AUM in Crores: Rs. 682.3 crores
  • Inception Date: March 2019
  • Fund Manager: Mr. Sandeep Agarwal and Mr. Dwijendra Srivastava
  • SIP (Minimum Amount): INR 1000
  • Minimum Lumpsum: 5000

Annualized Return

In this case, the fund’s one-year 3-year and 5-year annualized returns are 3.4%,3.6%, and 4%, respectively.

Sundaram Money Market Fund

Fund characteristics:

The fund invests in money market securities like CDs, Commercial Papers, T Bills, Government Securities, Commercial Bills, and other instruments defined by the RBI/SEBI with maturities of up to one year.

Across industries, sectors, and promoter groups, investments are made in highly rated instruments.

It aims to create income in the portfolio in the short term while maintaining a low-risk profile.

Suitability:

This fund is appropriate for the following types of investors:

Looking for a fund with significant liquidity, low volatility, and the ability to outperform liquid products in terms of return and having

 a longer investment horizon than liquid funds (usually 3-12 months depending on Money Market conditions).

  • NAV of Rs. 12.2785 as of July 29, 2022
  • Till date CAGR: 5.4%
  • AUM in Crores: Rs. 32.8 crores
  • Inception Date: September 2018
  • Fund Manager: Mr. Sandeep Agarwal and Mr. Dwijendra Srivastava
  • SIP (Minimum Amount): INR 1000
  • Minimum Lumpsum: 1000

Annualized Return

In this case, the fund’s one-year 3-year, and 5-year annualized returns are 3.5%,4.7%, and 5.4%, respectively.

Sundaram Dividend Yield Fund

The fund invests primarily in businesses that offer relatively high dividend yields across all market capitalizations. It has a 17-year track record spanning various market cycles.

The fund is appropriate for those seeking long-term capital growth and investing in high dividend yield company equities and equity-related products, such as equity derivatives.

  • NAV of Rs. 88.5544 as of July 29, 2022
  • Till date CAGR: 12.33%
  • AUM in Crores: Rs. 274 crores
  • Inception Date: October 2004 (Regular) and January 2013 (Direct)
  • Fund Manager: Mr. Ratish B Varier and Mr. Ashish Aggarwal
  • SIP (Minimum Amount): INR 500
  • Minimum Lumpsum: 5000

Annualized Return

In this case, the fund’s one-year 3-year and 5-year annualized returns are 0.33%,13.84%, and 11.54%, respectively.

Sundaram Financial Services Opportunities Fund 

The fund invests in equities of companies that provide financial services, including those in banking, insurance, asset management, and NBFCs. It takes advantage of India’s rising need for financial services.

This fund is appropriate for investors looking to increase their capital through investments in Indian companies that provide banking and financial services. It primarily invests in equities and equity-related instruments.

  • NAV of Rs. 64.3129 as of July 29, 2022
  • Till date CAGR: 12.52%
  • AUM in Crores: Rs. 498 crores
  • Inception Date: October 2004 (Regular) and January 2013 (Direct)
  • Fund Manager: Mr. Rohit Seksaria and Mr. Ashish Aggarwal – Equity, Mr. Dwijendra Srivastava- Fixed Income
  • SIP (Minimum Amount): INR 100
  • Minimum Lumpsum: Rs.100

Annualized Return

The fund’s one-year 3-year and 5-year annualized returns are -5.71%,5.72%, and 7.17% respectively in this case.

 Sundaram Multi Cap Fund

The fund has a portfolio with a well-balanced mix of large, midsize, and small-cap stocks. It offers greater risk-adjusted returns than single cap funds since it reduces potential downside without sacrificing potential upside. It is appropriate for investors who desire exposure to mid-and small-cap stocks without taking excessive risk. The fund combines top-down and bottom-up techniques with a focus on secular growth possibilities, cyclical recovery, and new themes/businesses.

The fund actively manages and adheres to the most profitable concepts across cap curves. The fund is appropriate for buyers who strive to reduce risk while generating capital growth and have a three to the five-year investing horizon and a very high-risk tolerance

  • NAV of Rs. 249.3899 as of July 29, 2022
  • Till date CAGR: 14.83%
  • AUM in Crores: Rs. 1671 crores
  • Inception Date: October 2000 (Regular) and January 2013 (Direct)
  • Fund Manager: Mr. Sudhir Kedia, Mr. Ratish B. Varier
  • SIP (Minimum Amount): INR 100
  • Minimum Lumpsum: Rs.100

Annualized Return

The fund’s one-year 3-year and 5-year annualized returns are 1.15%,12.05%, and 9.42%, respectively, in this case.

 

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.

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.

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

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

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.

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 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)

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

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.

Invest Now