About Sundaram Mutual Fund
Sundaram Asset Management Company Ltd., a subsidiary of Sundaram Finance Limited, manages Sundaram Mutual Funds. It was established in 1996 to separate Sundaram Finance’s mutual fund operations from its core financial services. Initially co-sponsored by Stewart Newton Holdings, Sundaram Finance took full ownership in 2002.
The AMC has a broad portfolio covering equity, debt, liquid, and fixed-income funds. It was among the first to introduce funds in emerging sectors such as Leadership, Rural India, and Mid-cap. The investment team consists of 21 professionals, including fund managers, analysts, and economists.
Over the years, the AMC has grown significantly, managing assets worth over ₹68,000 crore and serving millions of investors. It has a strong presence in India with an extensive branch network and distribution channels. Sundaram Mutual Fund also operates internationally through its subsidiary in Singapore and a branch office in Dubai.
With a focus on investor-centric solutions, the company continues to expand its offerings while maintaining a disciplined investment approach.
Key Information: Sundaram Mutual Fund
Sundaram Mutual Fund operates under Sundaram Asset Management Company, a subsidiary of Sundaram Finance. It was established to manage investment solutions across different asset classes. Below is a detailed overview of its key details:
Attribute
| Details
|
Mutual Fund Name
| Sundaram Mutual Fund
|
Asset Management Company
| Sundaram Asset Management Company Ltd.
|
AMC Incorporation Date
| 26 February 1996
|
AMC Setup Date
| 13 May 2010
|
Sponsor
| Sundaram Finance
|
Trustee Organisation
| Sundaram Trustee Company Limited
|
Chairman
| Mr. Harsha Viji
|
Managing Director & CEO
| Mr. Anand Radhakrishnan
|
Chief Investment Officer - Fixed Income
| Mr. Dwijendra Srivastava
|
Chief Business Officer
| Mr. C M Loganathan
|
Chief Business Operations Officer
| Ms. Lakshmi H.
|
Chief Financial Officer
| Mr. R.S. Raghunathan
|
Chief Technology Officer
| Mr. S. Murali
|
Chief Human Resource Officer
| Ms. Pinky K Rohira
|
Chief Learning Officer
| Ms. Amrita Mohanty
|
Chief Risk Officer
| Mr. D. Muruganandam
|
Head Compliance & Company Secretary
| Mr. R. Ajith Kumar
|
Deputy Chief Business Officer
| Mr. Rajiv Chhabria
|
Total AUM (as of Dec 31, 2024)
| ₹68,692 crores
|
Headquarters
| Chennai, India
|
How To Invest in Sundaram Mutual Fund via Bajaj Broking?
Investing in Sundaram Mutual Fund through Bajaj Broking is a simple and fully online process. By following these steps, you can start your investment journey with ease.
Step 1: Log in to Your Bajaj Broking Account
Note: If you do not have a Bajaj Broking account, you can open one quickly by submitting the required documents.
Step 2: Choose the Right Mutual Fund
Before investing, you should select a fund that aligns with your financial goals and risk appetite. Here’s what you need to consider:
Search for the Sundaram Mutual Fund scheme you want to invest in.
Check past performance, tax implications, and the sectors the fund invests in.
Assess the risk level and compare it with your risk tolerance.
Look at fund ratings from reputed agencies (usually ranging from 1 to 5).
Consider the expense ratio to understand the cost of investment.
Step 3: Make the Investment
Once you have finalised the fund, proceed with the investment:
Open the Bajaj Broking app and go to the Mutual Funds section.
Search for the selected Sundaram Mutual Fund scheme.
Choose between a lump sum investment or a Systematic Investment Plan (SIP).
Enter the amount and select the preferred payment method (UPI or net banking).
If investing via SIP, set up an auto-payment mandate for future instalments.
After completing the process, your investment details will be updated in your Bajaj Broking account within a few working days.
Documents Required to Invest in Sundaram Mutual Funds
Investing in Sundaram Mutual Funds requires certain essential documents to complete the KYC process. Below is a list of documents you need to provide:
For New Investors:
PAN Card – Mandatory for all mutual fund investments.
Proof of Address – Accepted documents include Aadhaar card, passport, driving licence, voter ID, or utility bills.
Proof of Identity – Any of the following can be used: PAN card, Aadhaar card, passport, voter ID, or driving licence.
Recent Passport-sized Photograph – A clear and recent photograph is required.
Bank Account Details – Required for transactions, withdrawals, and linking to your mutual fund investment. A cancelled cheque may be requested.
FATCA and KYC Details – Additional compliance-related information may be required under regulatory guidelines.
Nominee Details – Information about the nominee should be provided at the time of investment.
Ensuring all documents are in place will make the investment process smoother and faster.
List of Sundaram Mutual Funds to Invest in India
Sundaram Mutual Funds offer a variety of investment options catering to different risk appetites and financial goals. Below is a detailed overview of each fund, including its Net Asset Value (NAV), growth since inception, and annual returns.
1. Sundaram Mid Cap Fund
This fund focuses on mid-cap stocks, offering growth potential with higher risk.
NAV
| ₹1,340.8078 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹77,332
|
Annual Returns
| 18.22%
|
Benchmark Returns
| 18.46%
|
2. Sundaram Large and Mid Cap Fund
A balanced option that invests in both large and mid-sized companies.
NAV
| ₹87.7905 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹73,177
|
Annual Returns
| 17.69%
|
Benchmark Returns
| 16.02%
|
3. Sundaram Large Cap Fund
This fund primarily invests in large-cap stocks, ensuring stability and long-term growth.
NAV
| ₹21.2825 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹45,040
|
Annual Returns
| 13.10%
|
Benchmark Returns
| 13.44%
|
4. Sundaram Small Cap Fund
A high-risk fund that focuses on small-cap companies with growth potential.
NAV
| ₹248.1199 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹74,167
|
Annual Returns
| 17.82%
|
Benchmark Returns
| 16.15%
|
5. Sundaram Multi Cap Fund
This fund invests across large, mid, and small-cap stocks, ensuring diversification.
NAV
| ₹383.9326 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹62,587
|
Annual Returns
| 16.19%
|
Benchmark Returns
| 15.54%
|
6. Sundaram Flexi Cap Fund
This fund offers flexibility by investing in companies of all sizes based on market conditions.
NAV
| ₹14.1171 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹13,985
|
Annual Returns
| 14.13%
|
Benchmark Returns
| 14.38%
|
7. Sundaram ELSS Tax Saver Fund
An equity-linked savings scheme (ELSS) with tax benefits and long-term capital growth.
NAV
| ₹500.0623 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹50,647
|
Annual Returns
| 14.19%
|
Benchmark Returns
| 14.15%
|
8. Sundaram Focused Fund
This fund invests in a concentrated portfolio of stocks for focused growth.
NAV
| ₹164.3811 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹52,688
|
Annual Returns
| 14.56%
|
Benchmark Returns
| 14.15%
|
9. Sundaram Services Fund
A sectoral fund focusing on service-based companies.
NAV
| ₹33.4358 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹33,081
|
Annual Returns
| 20.21%
|
Benchmark Returns
| 13.14%
|
10. Sundaram Consumption Fund
This fund focuses on consumer-driven companies with strong demand potential.
NAV
| ₹97.7256 (21-Mar-2025)
|
Risk Level
| Very High
|
Investment Growth
| ₹10,000 grew to ₹56,300
|
Annual Returns
| 15.19%
|
Benchmark Returns
| 14.46%
|
11. Sundaram Balanced Advantage Fund
A dynamic fund that balances equity and debt exposure based on market trends.
NAV
| ₹38.9005 (21-Mar-2025)
|
Risk Level
| Moderately High
|
Investment Growth
| ₹10,000 grew to ₹38,781
|
Annual Returns
| 11.73%
|
Benchmark Returns
| 10.82%
|
12. Sundaram Equity Savings Fund
A conservative equity fund with a balance of equity, debt, and arbitrage investments.
NAV
| ₹77.8286 (21-Mar-2025)
|
Risk Level
| Moderate
|
Investment Growth
| ₹10,000 grew to ₹29,577
|
Annual Returns
| 9.28%
|
Benchmark Returns
| 9.39%
|
13. Sundaram Arbitrage Fund
A low-risk fund that focuses on arbitrage opportunities in the stock market.
NAV
| ₹14.9142 (21-Mar-2025)
|
Risk Level
| Low
|
Investment Growth
| ₹10,000 grew to ₹15,321
|
Annual Returns
| 4.90%
|
Benchmark Returns
| 5.40%
|
14. Sundaram Liquid Fund
A liquid fund suitable for short-term investments with lower risk.
NAV
| ₹2,285.0548 (21-Mar-2025)
|
Risk Level
| Low to Moderate
|
Investment Growth
| ₹10,000 grew to ₹22,337
|
Annual Returns
| 6.79%
|
Benchmark Returns
| 6.78%
|
15. Sundaram Corporate Bond Fund
This fund invests in high-quality corporate bonds for steady returns.
NAV
| ₹40.3641 (21-Mar-2025)
|
Risk Level
| Moderate
|
Investment Growth
| ₹10,000 grew to ₹23,712
|
Annual Returns
| 7.55%
|
Benchmark Returns
| 7.43%
|
These funds cater to different investment strategies, from high-risk growth options to stable fixed-income choices. Understanding each fund's risk and return potential helps in making informed investment decisions.