Upstox Logo
Filters
Smart filters

Funds handpicked based on 5-star rating, consistent returns and low risk. Learn more

Category
Equity
Fixed Income
Hybrid
Commodity
Rating
AUM
Fund house1
Fund Plan1
Risk
Minimum SIP Amount
Fund Lockin Period
Net Expense Ratio
Return
31 funds

Sundaram Mid Cap Fund

Equity • Mid Cap • Direct Growth
3Y CAGR
26.75%
Expense ratio
0.91%
Returns vs category
Average
Risk vs category
Average

Sundaram Infrastructure Advantage Fund

Equity • Infrastructure • Direct Growth
3Y CAGR
25.63%
Expense ratio
1.86%
Returns vs category
Average
Risk vs category
Average

Sundaram Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
24.66%
Expense ratio
0.86%
Returns vs category
Average
Risk vs category
Above Average

Sundaram Financial Services Opportunities

Equity • Financial Services • Direct Growth
3Y CAGR
23.19%
Expense ratio
0.77%
Returns vs category
High
Risk vs category
Average

Sundaram Services Fund

Equity • Other • Direct Growth
3Y CAGR
22.34%
Expense ratio
0.74%
Returns vs category
N/A
Risk vs category
N/A

Sundaram Multi Cap Fund

Equity • Multi Cap • Direct Growth
3Y CAGR
20.12%
Expense ratio
0.94%
Returns vs category
Average
Risk vs category
Average

Sundaram large and Mid Cap Fund

Equity • Large and Mid Cap • Direct Growth
3Y CAGR
19.00%
Expense ratio
0.76%
Returns vs category
Average
Risk vs category
Above Average

Sundaram Consumption Fund

Equity • Consumption • Direct Growth
3Y CAGR
18.97%
Expense ratio
1.32%
Returns vs category
N/A
Risk vs category
N/A

Sundaram Dividend Yield Fund

Equity • Dividend Yield • Direct Growth
3Y CAGR
18.84%
Expense ratio
1.06%
Returns vs category
N/A
Risk vs category
N/A

Sundaram Global Brand Theme - Equity Active F...

Equity • Global • Direct Growth
3Y CAGR
18.69%
Expense ratio
0.31%
Returns vs category
Average
Risk vs category
Above Average

About

AMC Summary

Over Rs 80,000 crores in assets under management (AUM) are managed by Sundaram Asset Management Company (AMC) as of June 2024. The AMC has 31 mutual fund schemes to meet the varied financial needs of its clients.

About Sundaram Mutual Funds

Sundaram Asset Management Company was initially a joint venture between Sundaram Finance and Newton Asset Management when it was established in 1996. In 2002, Sundaram Finance acquired Newton’s stake. In 2006, Sundaram AMC entered into a joint venture with BNP Paribas, only to eventually buy out its stake and regain full ownership.

Sundaram Finance is involved in diverse sectors, including housing finance, general insurance, it, business process outsourcing and the retail distribution of a broad spectrum of financial products.

Sundaram Mutual Fund: Key Information

Here is some key information on Sundaram Mutual Fund:

  • Mutual fund name: Sundaram Mutual Fund
  • Founded in: 1996
  • Headquarters: Chennai
  • Trustee Organisation: Sundaram Trustee Company Limited
  • Chairman: Harsha Viji
  • MD: Anand Radhakrishnan

How to invest in Sundaram Mutual Fund

Here’s how you can invest in Sundaram Mutual Fund:

Offline:

  • Visit an authorised distributor or the nearest Sundaram Mutual Fund branch.
  • Submit the application and necessary documents.

Online:

  • Visit the official Sundaram Mutual Fund website or an authorised investment platform.
  • Find out the scheme that best suits your needs.
  • Choose between a Systematic investment Plan (SIP) or a one-time lump sum payment.
  • Buy mutual fund units using UPI, net banking or any method that’s allowed.
  • You can monitor your portfolio online and make any necessary changes after your investment is complete.

Filter funds

Clear All
Frequently Asked Questions
How can I get the Sundaram Mutual Fund statement?
You can check your Sundaram Mutual Fund statement on the website by providing details like name, PAN Card, folio number. you can also get the statement mailed to your e-mail ID.
How much time does it take to redeem Sundaram Mutual Fund?
Depending on the type of fund, Sundaram Mutual Fund redemption usually takes between one and three working days.
How to increase the SIP amount in Sundaram Mutual Fund?
Log in to your preferred investing platform or the Sundaram Mutual Fund portal. Go to your current SIP plan and enter the new SIP amount you want to contribute. Your revised SIP amount will be applied from the following month’s payment.
How to redeem Sundaram Mutual Funds online?
To redeem Sundaram Mutual Funds online, log in to your account on the Sundaram Mutual Fund website or your investment platform. Select the scheme you want to redeem and initiate the redemption request.
How to start Sundaram Mutual Fund SIP online?
Visit the Sundaram Mutual Fund website or any authorised platform to begin an online SIP. Choose the plan that suits your financial objectives. Set up an auto-debit from your bank account, select the SIP amount and tenure.
Should I invest in the Sundaram Mutual Fund scheme?
Your risk tolerance and financial objectives will determine whether you invest in Sundaram Mutual Fund. Before investing, evaluate fund objectives, expense ratios and past performance.
What are the redemption charges of Sundaram Mutual Fund?
The type of mutual fund being redeemed impacts the redemption fees. Exit load and any associated taxes should also be considered.
What determines the taxes on mutual fund returns?
Equity funds are taxed at 12.5% for long-term capital gains (after the initial exemption till Rs 1.25 lakh) and 20% for short-term gains, while debt funds are taxed based on your income tax slab.
What is the best Sundaram Mutual Fund?
Your investment horizon, risk tolerance and financial objectives will determine which Sundaram Mutual Fund is good for you. But you need to thoroughly assess your investing requirements and choose a fund that supports those goals.