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Sundaram Mutual Fund: NAV, Performance & Latest MF Schemes

About Sundaram Asset Management Company Ltd

Sundaram AMC is a fully owned subsidiary of NBFCs – Sundaram Finance Limited (SFL), and it was set up on 26 February 1996. Sundaram AMC, jointly promoted and managed by Sundaram Finance Ltd. and Stewart Newton Holdings (Mauritius) Limited, provides investment plans in a range of products in equity, fixed income, and liquid funds.

The AMC is sponsored by Sundaram Finance & Newton Group in 1996, from which Newton exited in 2002. BNP Paribas Asset Management (BNPP AM) then became a partner in 2006 and 2010, the parent company of BNP Paribas Asset Management, as part of a global acquisition, acquired the Fortis Group. Thus, Sundaram Finance has fully bought out BNP Paribas stake and has taken 100% charge of the business.

Sundaram Mutual Fund is considered as one of the most prestigious names in Indian business is and registered with SEBI vide Registration No. MF/034/97/2, and is a trust set up under the provisions of the Indian Trust Act. As of 31-Mar-2021, its summary of Schemes includes 226 schemes, bifurcated into Arbitrage Funds (3) | Balanced (14) | Equity (89) | Fixed Maturity Plans (10) | Global Funds (2) | Income Funds (18) | Liquid Funds (32) | Short Term Income Funds (8) | Ultra Short Term Funds (24) | with a huge corpus under the management of Rs. 32051.9687 crores.

The AMC has experience of more than 20 years, with about 3.3 million investors and an overall 23 years of expertise. It has become one of the largest financial institutions in India.

This is one of the leading and most popular providers of efficient services and support system to investors with an array of beneficial mutual funds which yield high returns and tend to keep the money of the investor safe and secure.

Features of Sundaram AMC:

  • Sundaram AMC claims to be the first to introduce innovative mutual fund schemes like Rural India Capex, Leadership, Mid-cap, and Microcap series of funds.
  • Sundaram AMC is considered a leader in quality management, one of the leading names in Indian business, and a pioneer in customer satisfaction, employee welfare, and values.
  • Sundaram AMC caters to 3.3 million investors with 23 years of expertise in fund management. It manages assets worth 33,145 crores, offering mutual fund schemes – 141 equity, 182 debt, and 36 hybrid funds have become one of the largest financial institutions in India.

Important Information about Sundaram Mutual Fund

Some of the key parameters within the Sundaram AMC are:

SponsorSundaram Finance Limited
Asset Management CompanyDHFL Pramerica Asset Managers Private Ltd.
TrusteeSundaram Trustee Company Ltd
Investment ManagerSundaram Asset Management Company Limited
Statutory DetailsSundaram Mutual Fund, a trust set up under the provisions of the Indian Trust Act and registered with SEBI vide Registration No. MF/034/97/2.
No of schemes228, 64
Date of Incorporation of AMCFeb-26-1996
Date of set up of Mutual FundAug-24-1996
Name(s) of SponsorSundaram Finance Limited
Name of Trustee CompanySundaram Trustee Company Ltd
Name of TrusteesDr. John Praveen Mr. Srinath Sridharan Mr. Sujal Shah Mr. Rakesh Sood
ChairmanMr. Pratip Chaudhuri
CEO / MDMr Sunil Subramaniam / Mr Harsha Viji
CIOKrishna Kumar S. and Dwijendra Srivastava
Compliance OfficerMr. Dhiren H Thakker / Mr. Rahul Mayor
Investor Service OfficerP Sundararajan
AuditorsM/s Brahmayya & Co, Chartered Accountants,  M/s Sundaram & Srinivasan, Chartered Accountant
Quarterly AUM30466.71
Registrar and Transfer AgentSundaram BNP Paribas Fund Services Limited
CustodianHDFC Bank, HSBC, Standard Chartered Bank
Head Office Address Sundaram Towers, 46, 2nd Floor, Whites Road Chennai, Tamil Nadu – 600014 Address– 6-3-1085 / D /103, Dega Towers, Rajbhavan Road, Somajiguda, Hyderabad, Telangana – 500082
Sundaram Mutual Fund Registrar OfficeSundaram BNP Paribas Fund Services, D.No.6-3-57/1, 408-410, Diamond Block, 4th Floor, Lumbini Rockdale Compound, Somajiguda, Hyderabad, Andhra Pradesh – 500082
Sundaram mutual fund customer care numbers1 – 1860 425 7237, 044 2858 3362/3367, 044 2858 3156 (fax), 040-23310622
Emailcustomerservices@sundarammutual.comcustomerservices@sundarambnpparibasfs.in, dhirent@sundarammutual.com
Websitewww.sundarammutual.com

Ten Top-Performing Sundaram Mutual Fund Schemes

Sundaram has mutual funds in almost all categories permitted by the Securities and Exchange Board of India or SEBI. Here is a list of the ten best-performing Sundaram mutual fund schemes in India.

  1. Sundaram Rural and Consumption Fund (Category – Equity: Sectoral fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity-related instruments of companies that are focusing on Rural India.

The Sundaram Rural and Consumption Fund, with a NAV of 48.4608 (as of 28th April 2021), is the top-performing fund in the Equity: Sectoral fund category. This fund was launched on 3rd April 2008 and has given trailing returns of 36.8% in one year (as of 30th April 2021), and 3.2% in 3 years. The fund managers are S.Bharath and Rohit Seksaria. 

Key Information

Minimum InvestmentINR 5,000
Minimum SIP InvestmentINR 500
Exit Load0-12 Months (1%),12 Months and above (NIL).
Return Since Inception (12th May 2006):11.1% (as of 9th April 2021)
AssetsINR 1336 Crore (as of 31st March 2021)
Expense Ratio2.15% (as of 31st March 2021)
  1. Sundaram Mid Cap Fund (Category – Equity: Midcap fund)

The primary investment objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

The Sundaram Mid Cap Fund, with a NAV of 573.816 (as of 28th April 2021), is a fund in the Equity: Midcap fund category. This fund was launched on 30th July 2002 and has given trailing returns of 59% in one year (as of 30th April 2021), and 2.4% in 3 years. The fund managers are S.Bharath and Ratish Varier. 

Key Information

Minimum InvestmentINR 5,000
Minimum SIP InvestmentINR 100
Exit Load0-12 Months (1%),12 Months and above(NIL)
Return Since Inception (30th July 2002):24.1% (as of 9th April 2021)
AssetsINR 6152 Crore (as of 31st March 2021)
Expense Ratio1.96% (as of 31st March 2021)
  1. Sundaram Debt Oriented Hybrid Fund (Category – Hybrid – Hybrid Debt fund)

The primary investment objective of the scheme is to generate regular income through investment in fixed-income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the scheme’s assets in equity and equity-related instruments.

The Sundaram Debt Oriented Hybrid Fund, with a NAV of 21.1496 (as of 28th April 2021), is a fund in the Hybrid – Hybrid Debt fund category. This fund was launched on 8th March 2010 and has given trailing returns of 12.8% in one year (as of 30th April 2021), and 3.4% in 3 years. The fund managers are S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rahul Baijal, and Rohit Seksaria.

Key Information

Minimum InvestmentINR 5,000
Minimum SIP InvestmentINR 250
Exit Load(NIL)
Return Since Inception (8th March 2010):7% (as of 9th April 2021)
AssetsINR 33 Crore (as of 31st March 2021)
Expense Ratio2.13% (as of 31st March 2021)
  1. Sundaram Small Cap Fund (Category – Equity – Small Cap fund )

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

The Sundaram Small Cap Fund, with a NAV of 112.366 (as of 28th April 2021), is a fund in the Equity – Small Cap fund category. This fund was launched on 15th Feb 2005 and has given trailing returns of 90.2% in one year (as of 30th April 2021), and 1.8% in 3 years. The fund managers are Ratish Varier and Rohit Seksaria.

Key Information

Minimum InvestmentINR 5,000
Minimum SIP InvestmentINR 100
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (15th Feb 2005):16.1% (as of 9th April 2021)
AssetsINR 1248 Crore (as of 31st March 2021)
Expense Ratio1.42% (as of 31st March 2021)
  1. Sundaram Large and Mid-Cap Fund (Category – Equity – Large & Mid Cap fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity-related instruments.

The Sundaram Large and Mid-Cap Fund, with a NAV of 43.2555 (as of 28th April 2021), is a fund in the Equity – Large & Mid Cap fund category. This fund was launched on 27th Feb 2007 and has given trailing returns of 51.2% in one year (as of 30th April 2021), and 8.4% in 3 years. The fund managers are S. Bharath and Rahul Baijal.

Key Information

Minimum InvestmentINR 5,000
Minimum SIP InvestmentINR 100
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (27th Feb 2007):10.9% (as of 9th April 2021)
AssetsINR 1480 Crore (as of 31st March 2021)
Expense Ratio2.43% (as of 31st March 2021)
  1. Sundaram Diversified Equity Fund (Category – Equity – ELSS fund)

The primary investment objective of the scheme is to achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

The Sundaram Large and Mid-Cap Fund, with a NAV of 120.671 (as of 28th April 2021), is a fund in the Equity – Large & Mid Cap fund category. This fund was launched on 22nd Nov 2009 and has given trailing returns of 51.2% in one year (as of 30th April 2021), and 4.1% in 3 years. The fund managers are S. Bharath and Rohit Seksaria

Key Information

Minimum InvestmentINR 5,00
Minimum SIP InvestmentINR 250
Exit LoadNIL
Return Since Inception (22nd Nov 2009):16 % (as of 9th April 2021)
AssetsINR 2340 Crore (as of 31st March 2021)
Expense Ratio2.09% (as of 31st March 2021)
  1. Sundaram Financial Services Opportunities Fund (Category – Equity – Sectoral fund)

The primary investment objective of the scheme is to seek capital appreciation by investing predominantly in equity and equity-related securities of Indian companies engaged in banking and financial services.

The Sundaram Financial Services Opportunities Fund, with a NAV of 52.3109 (as of 28th April 2021), is a fund in the Equity – Sectoral fund category. This fund was launched on 10th June 2008 and has given trailing returns of 50% in one year (as of 30th April 2021), and 10.3% in 3 years. The fund managers are Ratish Varier and Rahul Baijal

Key Information

Minimum InvestmentINR 100000
Minimum SIP InvestmentINR 100
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (10th June 2008):13.7 % (as of 9th April 2021)
AssetsINR 328 Crore (as of 31st March 2021)
Expense Ratio2.76% (as of 31st March 2021)
  1. Sundaram Select Focus Fund (Category – Equity – Focused fund)

The primary investment objective of the scheme is to achieve capital appreciation by investing in equity and equity-related instruments of select stocks.

The Sundaram Select Focus Fund, with a NAV of 226.239 (as of 28th April 2021), is a fund in the Equity-Focused fund category. This fund was launched on 30th July 2002 and has given trailing returns of 39.4% in one year (as of 30th April 2021), and 10.1% in 3 years. The fund managers are S. Bharath and Rahul Baijal.

Key Information

Minimum InvestmentINR 5000
Minimum SIP InvestmentINR 100
Exit Load0-12 Months (1%),12 Months and above (NIL)
Return Since Inception (30th July 2002):18.1 % (as of 9th April 2021)
AssetsINR 1218 Crore (as of 31st March 2021)
Expense Ratio2.38% (as of 31st March 2021)
  1. Sundaram Corporate Bond Fund (Category – Debt – Corporate Bond fund)

The primary investment objective of the scheme is to generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments by keeping the interest rate risk of the fund low.

The Sundaram Corporate Bond Fund, with a NAV of 31.5049 (as of 28th April 2021), is a fund in the Debt – Corporate Bond fund category. This fund was launched on 30 Dec 04 and has given trailing returns of 8.7% in one year (as of 30th April 2021), and 9.4% in 3 years. The fund managers are Dwijendra Srivastava and Sandeep Agarwal

Key Information

Minimum InvestmentINR 5000
Minimum SIP InvestmentINR 250
Exit LoadNIL
Return Since Inception (30 Dec 04):7.3 % (as of 9th April 2021)
AssetsINR 1031 Crore (as of 31st March 2021)
Expense Ratio0.49% (as of 31st March 2021)
  1. Sundaram Banking & PSU Debt Fund (Category – Debt – Banking & PSU Debt fund)

The primary investment objective of the scheme is to generate income and capital appreciation by primarily investing in a portfolio of high-quality debt and money market securities that are issued by banks, public sector undertakings, and public Financial Institutions.

The Sundaram Banking & PSU Debt Fund, with a NAV of 34.0083 (as of 28th April 2021), is a fund in the Debt – Banking & PSU Debt category. This fund was launched on 30 Dec 04 and has given trailing returns of 6.4% in one year (as of 30th April 2021), and 7.9% in 3 years. The fund managers are Dwijendra Srivastava and Siddhartha Chaudhary

Key Information

Minimum InvestmentINR 100000
Minimum SIP InvestmentINR 250
Exit LoadNIL
Return Since Inception (30 Dec 04):7.8 % (as of 9th April 2021)
AssetsINR 937 Crore (as of 31st March 2021)
Expense Ratio0.3% (as of 31st March 2021)

Saving tax by investing in tax saving mutual funds by Sundaram Mutual Fund

Investors can save tax payments and claim tax benefits under Section 80C of the Income Tax Act by investing in certain tax-saving mutual funds offered by Sundaram Mutual Funds. The tax-saving mutual funds offered by Sundaram AMC are:

  • Sundaram Diversified Equity
  • Sundaram Long Term Tax Advantage Fund

Who is eligible for Sundaram Mutual Funds?

Sundaram Mutual Funds can be bought by any of the following investors:

  • Resident Indians and Non-resident Indians
  • Private companies, Partnership firms, and Banking firms
  • Public financial institutions and Foreign institutional investors
  • Hindu undivided families (HUFs)
  • Insurance companies
  • Parents or guardians (in case of funds bought for minors)

Documents required for investing in Sundaram Mutual Fund

The following list of documents are required for investing in Sundaram Mutual Fund:

  • Application form
  • Identity proof
  • Age Proof
  • Income Proof
  • Address proof
  • KYC documents
  • Online KYC documents like Self-attested PAN card copy, recent passport size photographs, overseas address copy and passport copy for NRIs, self-attested address proof copy for Indian residents, signature in a small piece of paper

How to invest in Sundaram Mutual Fund online?

The step-by-step instruction of how to invest in Sundaram Mutual Fund is:

Step 1 – First of all, the investor needs to use his Sundaram mutual fund login and visit the homepage of ‘Sundaram Mutual’ through their official website or use his Sundaram mutual fund login on the EduFund portal as well.

Step 2 – Then, he needs to select the option of whether he is an ‘existing investor’ or a ‘first-time investor’. After selecting the right option, he should proceed with the appropriate investment choice.

Step 3 – If the investor is a first-time user, he may have to generate a new Sundaram mutual fund login ID after providing his details.

Step 4 – After selecting ‘the first-time investor’, he will have to fill the declaration page authorizing the company to use his signature and documents for verification and validation purposes.

Step 5 – Following the declaration, the investor will have to fill in his basic details like personal details, professional details, PAN number, date of birth, mobile number, KYC details, and email id. If there are any additional applicants, their names can also be added to the same page.

Step 6 – Once creating the account on the website, he can log in to the account and opt for the appropriate funds, considering the risk and amount he wants to invest. If he has any doubts, he can easily contact the company using the email, official address, customer care number, helpline numbers, or message. It is easy to generate the Sundaram mutual fund account statement using the login ID.

Using the Sundaram Mutual Fund Calculator 

The mutual fund calculator of Sundaram helps you estimate the returns which can be expected from the invested capital. The exact amount cannot be guaranteed, but an estimated amount can be calculated using the Sundaram mutual fund calculator for both Lumpsum and Sundaram mutual fund SIP payments and to get an appropriate view of the Sundaram mutual fund statement.

Why choose Sundaram Mutual Fund through EduFund?

Sundaram Asset Management is one of the largest non-banking financial service providers in India. It has over two decades of experience in providing finance-related support and services for its investors. Its parent company Sundaram Finance Limited and the AMC is one of the most stable firms for buying mutual funds in India, and the benefits of choosing their mutual funds using EduFund are as follows:

  1.  The company offers a huge range of products to provide the best support, service and financial advice, and expertise to the investment needs of its customers. Currently, it is handling assets worth over Rs.28,000 crore in different regions of the country.
  2. The company focuses on providing value to its investors and has a pool of experienced fund managers running various schemes.
  3. The company caters to a range of return, risk, and liquidity choices of investors through their various schemes with a stringent focus on the investor portfolio’s credit quality, for Mutual Funds Investment.
  4. Sundaram Mutual Fund has an AUM size of over Rs. 30,355 Crores possessing a strong retail orientation and spread across 137 Schemes.
  5. Sundaram Mutual Funds has always made customer satisfaction its top priority and is headquartered in Chennai.
  6. They have one of the most stringent and robust customer-care operations, with 93 centers spread across every nook and corner of the country.
  7. They also have their own asset management subsidiary in Singapore, along with a branch office in Dubai.

Fund Managers under Sundaram AMC

Some of the most important professional experts who are diligently handling the mutual funds of Sundaram AMC are as follows:

  1. Mr. S. Krishnakumar – Vice President and Chief Investment Officer at Sundaram Mutual Funds

Mr. S. Krishnakumar has been associated with Sundaram since 2003 when he joined as a Senior Research Analyst at the company and became the Head of Equity Research in 2004. Additionally, he was working as a Fund Manager at the same time and earned his PGDBA in Finance and B.E degrees from the Loyola Institute of Business Administration and NIT, Trichy. 

Before joining Sundaram, Mr. Krishnakumar was the Vice President at Anusha Shares and Securities Pt. Ltd. and Senior Engineer at Lucas TVS. Currently, he is managing 31 schemes aggregating an AUM of approximately Rs. 17,000 crores. Some of the main schemes that he is handling are Infrastructure Advantage Fund Direct-Growth, Sundaram Financial Services Oppari unities Fund Direct-Growth, Sundaram Large and Mid-Cap Fund Direct-Dividend, and Sundaram Rural and Consumption Fund Direct-Growth, Sundaram

Krishnakumar is skilled in Finance & Portfolio Management and has been managing a myriad of Mutual Fund schemes in Sundaram AMC with more than 20 years of experience. He helps investors monitor and takes decisions strategically.

  1. Mr. Rahul Baikal – Senior Fund Manager at Sundaram

He has completed his MBA in Finance Marketing and Strategy from IIM Calcutta, and he joined Sundaram AMC in July 2016 after an inspirational career of more than 17 years. He began his career as a Management Trainee at Standard Chartered Bank.

Before joining Sundaram AMC, he served as a Fund Manager at Bharati AXA Life Insurance for 4 years, was a Director and Portfolio Manager at TVF Capital, and an Equity Analyst at HSBC Global Banking and Markets, and Credit Suisse. At Sundaram, Mr. Baikal is presently managing 16 mutual funds with an approximate AUM of Rs 4,603 crores. 

His key mutual funds include Sundaram Financial Services Opportunities Fund Direct-Growth, Sundaram Select Focus Fund Direct-Growth, and Sundaram Equity Hybrid.

  1. Bharath.S – Equity Fund Manager at Sundaram AMC

Bharath.S is currently monitoring and coordinating between fund management and analysis and leads as a research head. Mr. S. Bharath has experience of more than 17 years. He began his career as a Research Analyst at a Mumbai-based firm, Nava Markets Limited, in 2004 when he joined Sundaram. Before stepping into the world of fund management, he was a Research Analyst till 2008. Currently, he manages 11 schemes with an estimated AUM of Rs. 4,100 Crore and is Sundaram’s s point of contact for all investments in overseas securities.

Some of the key mutual funds under his management are Sundaram Large and Mid-Cap Fund Direct-Dividend, Sundaram Infrastructure Advantage Fund Direct Dividend Reinvestment, Sundaram Rural, and Consumption Fund Direct-Growth, and Sundaram Large and Mid-Cap Fund Direct-Growth.

  1. Rahul Ranjan – Vice President of Investments in Sundaram Mutual Funds

Rahul Ranjan has over 15 years of experience in the financial services sector and is a B.Sc Graduate and MBA in Finance. Mr. Ranjan has gained experience in financial markets since December 2018. 

Ranjan is a gold medallist in his Post Graduation degree in the Finance stream of the Indian Institute of Management. He has served in different financial organizations as a Vice President and Head of Equity at Star Union Daichi Life Insurance and as a Fund Manager at Max Life Insurance Company. He initiated his career as an Assistant Manager at Adani Wilmer.

Presently at Sundaram, Mr. Ranjan manages 3 schemes with assets that work the Rs. 3,000 Crore, which generates the highest returns like Sundaram Rural and Consumption Fund Direct-Growth, Sundaram Select Focus Fund Direct-Growth, Sundaram Global Advantage Direct-Growth, and Sundaram Large and Mid-Cap Fund Direct-Dividend Pay-out.

  1. Mr. Rohit Seksaria

Mr. Rohit Seksaria has completed his MBA in Finance from the Indian Institute of Management, Ahmedabad, in 2002, and he also secured an All-India rank of 36 in his ICAI exams. While he was working as a Summer Intern at JP Morgan Investment Management in 2001 during his college days, he entered into the world of finance and served in many roles in several organizations before he joined Sundaram.

He began as a Manager at UTI Mutual Fund, then headed the Global Equity Strategy Research team of Erevan Research Services. Further, he worked as a Senior Portfolio Analyst at Progress Capital Pte Ltd, a Portfolio Manager at Progress Capital/Asia capital & Advisors Private Ltd, an Analyst at Matchpoint Investment Management, before finally joining Sundaram as a Fund Manager in January 2017.

Currently, at Sundaram AMC, he is handling 12 schemes which include Sundaram Debt Oriented Hybrid Fund Direct Plan-Dividend Quark termly Reinvestment, Sundaram Global Advantage Direct-Dividend Reinvestment, and Sundaram Global Advantage Direct-Growth. His net estimated AUM is approximately Rs. 3,200 Crore.

Select EduFund For Investing in Sundaram AMC Mutual Fund

EduFund makes the process of investing in Sundaram AMC mutual funds convenient. EduFund’s experienced consultants give you customized solutions for all your financial goals. You can start investing from a lowly INR 5,000 and grow your capital comfortably.

With EduFund, you get the following benefits:

  1. Customized Research-Based Financial Plan –  EduFund’s scientific fund tracker screen over 1 lakh data points and 400 financial scenarios to recommend you the best mutual funds.
  2. Customer-Friendly Counsellors Help You Create a Financial Plan – EduFund’s counselors are trained to handle all kinds of queries from customers. They spend as much time with you as you need and resolve all your issues to help you create a robust financial plan.
  3. Invest Less, Earn More – Not only the best Indian mutual funds, EduFund offers you the facility to invest in US Dollar ETFs and international mutual funds.
  4. Use Free Tools – EduFund offers various free tools for its customers, including College Savings Calculator, SIP calculator, etc.
  5. No Technical Expertise Required – You do not need to be an expert in finance to understand which mutual fund is the best for you. EduFund does it for you.
  6. Value-Added Benefits – You may get value-added benefits like no commission, free advisory, and nil hidden charges.
  7. Secure Transactions – EduFund is RIA-registered and uses top-class 128-SSL security to enable safe transactions.
  8. Special Support for Children’s Education – EduFund has a dedicated team of experts who help you fulfill your children’s educational goals.

Download the  EduFund app now to start saving for a bright future. 

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