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Sundaram Mutual Fund
Sundaram Mutual Fund was established in 1996. It is one of India's respected asset management companies. With an Assets Under Management (AUM) of over ₹50,000 crore, it has established itself as a prominent mid-sized fund house. The company offers more than 30 schemes across various categories, including equity, debt, hybrid, and tax-saving funds. Sundaram Mutual Fund ranks among the top 15 fund houses in India by AUM size.
The fund house is backed by Sundaram Finance Limited, a leading non-banking financial company with over 60 years of experience in financial services. Their strong presence in South India and growing national network have helped them build a robust investor base of over 1 million investors.
Sundaram Mutual Fund was established in 1996. It is one of India's respected asset management companies. With an Assets Under Management (AUM) of over ₹50,000 crore, it has established itself as a prominent mid-sized fund house. The company offers more than 30 schemes across various categories, including equity, debt, hybrid, and tax-saving funds. Sundaram Mutual Fund ranks among the top 15 fund houses in India by AUM size.
The fund house is backed by Sundaram Finance Limited, a leading non-banking financial company with over 60 years of experience in financial services. Their strong presence in South India and growing national network have helped them build a robust investor base of over 1 million investors.
Sundaram Global Brand Theme - Equity Active FoF-Dir (G)
Equity | FoFs Overseas
1Y returns
25.90%Min. Invest
₹100
AUM
₹145.02 Cr
Sundaram Multi Asset Allocation Fund-Dir (G)
Equity | Multi Asset Allocation
1Y returns
21.69%Min. Invest
₹100
AUM
₹2,925.07 Cr
Sundaram Fin Serv Opportunities - Direct (G)
Equity | Sectoral / Thematic
1Y returns
18.16%Min. Invest
₹100
AUM
₹1,601.05 Cr
Sundaram Services Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
15.65%Min. Invest
₹100
AUM
₹4,673.56 Cr
Sundaram Mid Cap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
11.54%Min. Invest
₹100
AUM
₹13,235.84 Cr
Sundaram Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
11.40%Min. Invest
₹100
AUM
₹2,129.78 Cr
Sundaram ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
11.08%Min. Invest
₹500
AUM
₹1,398.23 Cr
Sundaram Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
10.81%Min. Invest
₹100
AUM
₹2,927.98 Cr
Sundaram Value Fund - Direct (G)
Equity | ELSS
1Y returns
9.91%Min. Invest
₹100
AUM
₹1,480.99 Cr
Sundaram Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
9.90%Min. Invest
₹100
AUM
₹1,171.27 Cr
Sundaram Nifty 100 Equal Weight Fund - Dir (G)
Equity | Index Fund
1Y returns
9.63%Min. Invest
₹100
AUM
₹131.46 Cr
Sundaram Infrastructure Advantage Fund - Dir (G)
Equity | Sectoral / Thematic
1Y returns
9.45%Min. Invest
₹100
AUM
₹967.77 Cr
Sundaram Business Cycle Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
8.98%Min. Invest
₹100
AUM
₹1,845 Cr
Sundaram Large and Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
8.93%Min. Invest
₹100
AUM
₹6,997.72 Cr
Sundaram Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
8.91%Min. Invest
₹100
AUM
₹7,332.62 Cr
Sundaram Balanced Advantage Fund - Direct (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
8.87%Min. Invest
₹100
AUM
₹1,727.59 Cr
Sundaram Small Cap Fund - Direct (G)
Equity | Small Cap Fund
1Y returns
8.63%Min. Invest
₹100
AUM
₹3,495.63 Cr
Sundaram Short Duration Fund - Direct (G)
Equity | Short Duration Fund
1Y returns
8.44%Min. Invest
₹5,000
AUM
₹193.94 Cr
Sundaram Banking & PSU Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
8.27%Min. Invest
₹5,000
AUM
₹403.70 Cr
Sundaram Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
7.98%Min. Invest
₹100
AUM
₹3,358.25 Cr
About Sundaram Mutual Fund
Sundaram Mutual Fund has built a strong reputation through consistent performance and strategic fund management excellence. The fund house's performance can be attributed to several key factors:
Their equity funds have shown particular strength in the mid and small-cap segments, where they have consistently identified emerging companies with strong growth potential. The fund house's research-driven approach has helped them spot winners early in their growth cycle, contributing to superior returns for investors.
Risk management is central to their investment philosophy, with a robust framework for evaluating and monitoring investments. Their multi-layered investment process includes thorough fundamental analysis, regular monitoring, and timely portfolio rebalancing to optimize returns while managing risks effectively.
The fund house has demonstrated expertise in sector rotation and tactical asset allocation. Their fund managers have successfully navigated various market cycles by making timely adjustments to portfolio allocation. This dynamic approach has helped protect investor wealth during market downturns while capturing upside potential during bull phases.
Their fixed-income funds have maintained strong credit quality while delivering competitive returns. The debt fund management team follows a disciplined approach to credit evaluation, helping minimize default risks. Their active duration management strategy has helped capitalize on interest rate movements effectively.
The investment team's experience averages over 15 years, bringing deep market insights and expertise. Their research coverage extends across market caps and sectors, enabling comprehensive analysis of investment opportunities. Regular team training and development programs ensure the investment team stays updated with market trends.
Technology integration has been a key focus area, with advanced systems for research, risk management, and portfolio monitoring. Their digital platforms provide seamless access to fund information and investment tools, enhancing the investor experience.
Innovation in product development has helped meet evolving investor needs. The fund house regularly introduces new fund offerings aligned with market opportunities and investor requirements. Their thematic and sector funds have particularly demonstrated strong performance in capturing emerging trends.
Their strong distribution network and investor education initiatives have helped build a loyal investor base. Regular communication through various channels keeps investors informed about fund performance and market insights. Their transparent approach to sharing investment strategy and portfolio changes builds investor confidence.
How to Invest in Sundaram Mutual Fund?
Sundaram Mutual Fund offers compelling investment opportunities through its strong research capabilities and proven track record. The fund house's expertise in mid and small-cap investing makes it particularly attractive for growth-oriented investors.
Their robust risk management framework and experienced fund management team ensure professional handling of investments. The fund house's strong parentage and focus on investor education provide additional comfort to investors. Note the reasons to invest in these funds.
- Strong Research Capabilities
Sundaram Mutual Fund stands out for its robust research infrastructure and deep analytical capabilities. Their investment team conducts thorough bottom-up research, focusing on company fundamentals and growth potential. The research coverage spans market capitalizations, enabling them to identify promising investment opportunities early.
- Mid and Small-Cap Expertise
The fund house has built a strong reputation in mid and small-cap investing. Their ability to identify quality companies in these segments before they become mainstream has helped deliver superior returns. The fund managers' deep understanding of these market segments provides a competitive advantage.
- Professional Fund Management
Their experienced fund management team, averaging over 15 years of experience, brings deep market insights and expertise. The team follows a disciplined investment approach with regular monitoring and portfolio rebalancing. This professional management ensures optimal portfolio composition aligned with fund objectives.
- Risk Management Focus
A robust risk management framework helps protect investor wealth during market volatility. The fund house employs multiple risk assessment tools and regular monitoring mechanisms. Their focus on quality companies with strong fundamentals helps minimize investment risks.
- Strong Parentage
Backed by Sundaram Finance Limited, the fund house benefits from over six decades of financial expertise. This strong parentage provides stability and ensures adherence to high corporate governance standards. Regular investor communication and transparency build additional trust in the fund house.
- Diverse Product Range
The fund house offers a wide range of schemes catering to various investment objectives and risk appetites. This diversity allows investors to build a well-rounded portfolio aligned with their financial goals.
Read about the steps that you need to take to begin your investment process.
Step 1: Login or Register
Visit the Torus Digital platform to create your account with basic details and set up secure credentials.
Step 2: Validate Identity Proof
Complete digital KYC through the Digilocker platform, eliminating the need for physical document submission.
Step 3: Level of risk
Fill out the risk assessment form to determine your suitable investment risk profile category.
Step 4: Choose a mutual fund scheme
Browse through various Sundaram schemes and select ones that match your investment goals and risk tolerance.
Step 5: One Time (Lumpsum) or SIP
Choose between making a one-time lumpsum investment or starting a systematic investment plan.
Step 6: SIP Placement
Opt for immediate SIP activation or select a preferred monthly date for regular investments.
Your Torus account will reflect the Sundaram Mutual Fund in India you have invested in within 3 to 4 working days.
Top 10 Sundaram Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
Sundaram Global Brand Theme - Equity Active FoF-Dir (G) FoFs Overseas | Other | 25.90% | ₹100 | ₹145.02 | |
Sundaram Multi Asset Allocation Fund-Dir (G) Multi Asset Allocation | Hybrid | 21.69% | ₹100 | ₹2,925.07 | |
Sundaram Fin Serv Opportunities - Direct (G) Sectoral / Thematic | Equity | 18.16% | ₹100 | ₹1,601.05 | |
Sundaram Services Fund - Direct (G) Sectoral / Thematic | Equity | 15.65% | ₹100 | ₹4,673.56 | |
Sundaram Mid Cap Fund - Direct (G) Mid Cap Fund | Equity | 11.54% | ₹100 | ₹13,235.84 | |
Sundaram Flexi Cap Fund - Direct (G) Flexi Cap Fund | Equity | 11.40% | ₹100 | ₹2,129.78 | |
Sundaram ELSS Tax Saver Fund - Direct (G) ELSS | Equity | 11.08% | ₹500 | ₹1,398.23 | |
Sundaram Multi Cap Fund - Direct (G) Multi Cap Fund | Equity | 10.81% | ₹100 | ₹2,927.98 | |
Sundaram Value Fund - Direct (G) ELSS | Equity | 9.91% | ₹100 | ₹1,480.99 | |
Sundaram Equity Savings Fund - Direct (G) Equity Savings | Hybrid | 9.90% | ₹100 | ₹1,171.27 | |
Top 10 Sundaram Mutual Fund
Sundaram Global Brand Theme - Equity Active FoF-Dir (G)
Equity | FoFs Overseas
1Y returns
25.90%Min. Invest
₹100
AUM
₹145.02 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 25.90%, 21.90%, and 14.08%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Multi Asset Allocation Fund-Dir (G)
Equity | Multi Asset Allocation
1Y returns
21.69%Min. Invest
₹100
AUM
₹2,925.07 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 21.69%, 18.11%, and 18.11%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Fin Serv Opportunities - Direct (G)
Equity | Sectoral / Thematic
1Y returns
18.16%Min. Invest
₹100
AUM
₹1,601.05 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 18.16%, 20.01%, and 20.40%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Services Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
15.65%Min. Invest
₹100
AUM
₹4,673.56 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.65%, 19.69%, and 24.25%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Mid Cap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
11.54%Min. Invest
₹100
AUM
₹13,235.84 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.54%, 25.77%, and 26.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
11.40%Min. Invest
₹100
AUM
₹2,129.78 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.40%, 16.58%, and 15.95%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
11.08%Min. Invest
₹500
AUM
₹1,398.23 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.08%, 15.79%, and 19.00%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Sundaram Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
10.81%Min. Invest
₹100
AUM
₹2,927.98 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.81%, 19.02%, and 22.13%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Value Fund - Direct (G)
Equity | ELSS
1Y returns
9.91%Min. Invest
₹100
AUM
₹1,480.99 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.91%, 13.85%, and 17.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
9.90%Min. Invest
₹100
AUM
₹1,171.27 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.90%, 13.23%, and 14.00%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Nifty 100 Equal Weight Fund - Dir (G)
Equity | Index Fund
1Y returns
9.63%Min. Invest
₹100
AUM
₹131.46 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.63%, 17.84%, and 19.82%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Infrastructure Advantage Fund - Dir (G)
Equity | Sectoral / Thematic
1Y returns
9.45%Min. Invest
₹100
AUM
₹967.77 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.45%, 22.90%, and 26.85%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Business Cycle Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
8.98%Min. Invest
₹100
AUM
₹1,845 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.98%, 9.19%, and 9.19%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Large and Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
8.93%Min. Invest
₹100
AUM
₹6,997.72 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.93%, 17.89%, and 20.74%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
8.91%Min. Invest
₹100
AUM
₹7,332.62 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.91%, 13.90%, and 16.07%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Balanced Advantage Fund - Direct (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
8.87%Min. Invest
₹100
AUM
₹1,727.59 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.87%, 12.40%, and 11.87%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Small Cap Fund - Direct (G)
Equity | Small Cap Fund
1Y returns
8.63%Min. Invest
₹100
AUM
₹3,495.63 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.63%, 22.81%, and 27.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Sundaram Short Duration Fund - Direct (G)
Equity | Short Duration Fund
1Y returns
8.44%Min. Invest
₹5,000
AUM
₹193.94 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.44%, 8.07%, and 6.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.
Sundaram Banking & PSU Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
8.27%Min. Invest
₹5,000
AUM
₹403.70 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.27%, 7.72%, and 5.81%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹250.
Sundaram Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
7.98%Min. Invest
₹100
AUM
₹3,358.25 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.98%, 13.29%, and 16.81%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
FAQ’s
How to Start Sundaram Mutual Fund SIP Online?
Log in or register on Torus Digital or the Sundaram Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate Sundaram Mutual Fund SIP?
Use our Sundaram SIP Calculator and Sundaram Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.
How to Redeem Sundaram Mutual Fund?
Log in to your account on Torus Digital or the Sundaram Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem Sundaram Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in Sundaram Mutual Fund?
Sundaram Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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