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.
Best Sundaram Mutual Fund
Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
---|---|---|---|---|
Sundaram Mid Cap Fund - Direct Growth
|
13,129 | 24.32% | 25.31% | |
Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth
|
39 | 22.34% | 28.81% | |
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth
|
25 | 22.16% | 28.81% | |
Sundaram Infrastructure Advantage Fund - Dir Growth
|
1,067 | 22.08% | 24.70% | |
Sundaram Small Cap Fund - Direct Growth
|
3,581 | 21.79% | 28.81% | |
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth
|
41 | 21.67% | 29.34% | |
Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth
|
87 | 21.49% | 28.97% | |
Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth
|
42 | 21.29% | 29.71% | |
Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth
|
35 | 20.67% | 29.36% | |
Sundaram Consumption Fund - Direct Growth
|
1,724 | 18.34% | 18.78% |
Fund Name | 1Y | Rating | Fund Size(Cr.) |
---|---|---|---|
Sundaram Mid Cap Fund - Direct Growth
|
24.32% Fund Size - 13,129 |
||
Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth
|
22.34% Fund Size - 39 |
||
Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth
|
22.16% Fund Size - 25 |
||
Sundaram Infrastructure Advantage Fund - Dir Growth
|
22.08% Fund Size - 1,067 |
||
Sundaram Small Cap Fund - Direct Growth
|
21.79% Fund Size - 3,581 |
||
Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth
|
21.67% Fund Size - 41 |
||
Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth
|
21.49% Fund Size - 87 |
||
Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth
|
21.29% Fund Size - 42 |
||
Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth
|
20.67% Fund Size - 35 |
||
Sundaram Consumption Fund - Direct Growth
|
18.34% Fund Size - 1,724 |
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. View More
Sundaram Mutual Fund Key Information
Sundaram Mutual Fund Managers
How to Invest in Sundaram Mutual Fund?
How to 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: View More
Top 10 Sundaram Mutual Fund to Invest
- Sundaram Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 13,129
- 24.32%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 13,129
- 3Y Return
- 24.32%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 13,129
- 3Y Return
- 24.32%
- Sundaram LT Tax Advantage Fund-Sr.III-Dir Growth
- -
- ₹ 39
- 22.34%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 39
- 3Y Return
- 22.34%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 39
- 3Y Return
- 22.34%
- Sundaram LT Tax Advantage Fund-Sr.IV-Dir Growth
- -
- ₹ 25
- 22.16%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 25
- 3Y Return
- 22.16%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 25
- 3Y Return
- 22.16%
- Sundaram Infrastructure Advantage Fund - Dir Growth
- ₹ 100
- ₹ 1,067
- 22.08%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,067
- 3Y Return
- 22.08%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,067
- 3Y Return
- 22.08%
- Sundaram Small Cap Fund - Direct Growth
- ₹ 250
- ₹ 3,581
- 21.79%
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 3,581
- 3Y Return
- 21.79%
- Min SIP Investment Amt
- ₹ 250
- AUM (Cr.)
- ₹ 3,581
- 3Y Return
- 21.79%
- Sundaram LT MC Tax Advantage Fund-Sr.IV-Dir Growth
- -
- ₹ 41
- 21.67%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 41
- 3Y Return
- 21.67%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 41
- 3Y Return
- 21.67%
- Sundaram LT MC Tax Advantage Fund-Sr.III-Dir Growth
- -
- ₹ 87
- 21.49%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 87
- 3Y Return
- 21.49%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 87
- 3Y Return
- 21.49%
- Sundaram LT MC Tax Advantage Fund-Sr.VI-Dir Growth
- -
- ₹ 42
- 21.29%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 42
- 3Y Return
- 21.29%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 42
- 3Y Return
- 21.29%
- Sundaram LT MC Tax Advantage Fund-Sr.V-Dir Growth
- -
- ₹ 35
- 20.67%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 35
- 3Y Return
- 20.67%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 35
- 3Y Return
- 20.67%
- Sundaram Consumption Fund - Direct Growth
- ₹ 100
- ₹ 1,724
- 18.34%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,724
- 3Y Return
- 18.34%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,724
- 3Y Return
- 18.34%
Closed NFO
-
05 Jun 2024
Launch Date
19 Jun 2024
Closed Date
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.
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
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.
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)
Sundaram Mutual Fund is headed by Mr Harsha Viji, Chairman and Mr Sunil Subramaniam, Managing Director.
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.
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
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 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.
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.