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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.
Scheme Name
Min. Invest AUM (In Cr)
Sundaram Mid Cap Fund - Direct (G)
Sundaram Mid Cap Fund - Direct (G)

Mid Cap Fund | Equity

 23.17% ₹100 ₹12,619.32 Invest
Sundaram Global Brand Fund - Direct (G)
Sundaram Global Brand Fund - Direct (G)

FoFs Overseas | Other

 20.07% ₹100 ₹116.77 Invest
Sundaram Infrastructure Advantage Fund - Dir (G)
Sundaram Infrastructure Advantage Fund - Dir (G)

Sectoral / Thematic | Equity

 17.98% ₹100 ₹974.77 Invest
Sundaram Services Fund - Direct (G)
Sundaram Services Fund - Direct (G)

Sectoral / Thematic | Equity

 17.25% ₹100 ₹3,899.35 Invest
Sundaram Large and Mid Cap Fund - Direct (G)
Sundaram Large and Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

 16.93% ₹100 ₹6,912.94 Invest
Sundaram Consumption Fund - Direct (G)
Sundaram Consumption Fund - Direct (G)

Sectoral / Thematic | Equity

 16.24% ₹100 ₹1,584.13 Invest
Sundaram Focused Fund - Direct (G)
Sundaram Focused Fund - Direct (G)

Focused Fund | Equity

 15.41% ₹300 ₹1,103.59 Invest
Sundaram Multi Cap Fund - Direct (G)
Sundaram Multi Cap Fund - Direct (G)

Multi Cap Fund | Equity

 15.32% ₹100 ₹2,772.13 Invest
Sundaram Small Cap Fund - Direct (G)
Sundaram Small Cap Fund - Direct (G)

Small Cap Fund | Equity

 14.68% ₹100 ₹3,401.44 Invest
Sundaram Flexi Cap Fund - Direct (G)
Sundaram Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

 14.12% ₹100 ₹2,074.60 Invest
Sundaram Aggressive Hybrid Fund - Direct (G)
Sundaram Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund | Hybrid

 14.00% ₹100 ₹5,543.80 Invest
Sundaram ELSS Tax Saver Fund - Direct (G)
Sundaram ELSS Tax Saver Fund - Direct (G)

ELSS | Equity

 13.83% ₹500 ₹1,346.13 Invest
Sundaram Equity Savings Fund - Direct (G)
Sundaram Equity Savings Fund - Direct (G)

Equity Savings | Hybrid

 13.57% ₹100 ₹1,051.39 Invest
Sundaram Nifty 100 Equal Weight Fund - Dir (G)
Sundaram Nifty 100 Equal Weight Fund - Dir (G)

Index Fund | Other

 13.16% ₹100 ₹96.69 Invest
Sundaram Dividend Yield Fund - Direct (G)
Sundaram Dividend Yield Fund - Direct (G)

Dividend Yield Fund | Equity

 12.08% ₹5,000 ₹929.09 Invest
Sundaram Balanced Advantage Fund - Direct (G)
Sundaram Balanced Advantage Fund - Direct (G)

Dynamic Asset Allocation or Balanced Advantage | Hybrid

 11.33% ₹100 ₹1,533.40 Invest
Sundaram Large Cap Fund - Direct (G)
Sundaram Large Cap Fund - Direct (G)

Large Cap Fund | Equity

 10.02% ₹100 ₹3,407.17 Invest
Sundaram Short Duration Fund - Direct (G)
Sundaram Short Duration Fund - Direct (G)

Short Duration Fund | Debt

 8.51% ₹5,000 ₹216.36 Invest
Sundaram Conservative Hybrid Fund - Dir (G)
Sundaram Conservative Hybrid Fund - Dir (G)

Conservative Hybrid Fund | Hybrid

 8.16% ₹5,000 ₹27.14 Invest
Sundaram Corporate Bond Fund - Direct (G)
Sundaram Corporate Bond Fund - Direct (G)

Corporate Bond Fund | Debt

 8.15% ₹5,000 ₹711.14 Invest
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Sundaram Mid Cap Fund - Direct (G)

Sundaram Mid Cap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

23.17%

Min. Invest

₹100

AUM

₹12,619.32 Cr

Sundaram Global Brand Fund - Direct (G)

Sundaram Global Brand Fund - Direct (G)

Equity | FoFs Overseas

1Y returns

20.07%

Min. Invest

₹100

AUM

₹116.77 Cr

Sundaram Infrastructure Advantage Fund - Dir (G)

Sundaram Infrastructure Advantage Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

17.98%

Min. Invest

₹100

AUM

₹974.77 Cr

Sundaram Services Fund - Direct (G)

Sundaram Services Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

17.25%

Min. Invest

₹100

AUM

₹3,899.35 Cr

Sundaram Large and Mid Cap Fund - Direct (G)

Sundaram Large and Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

16.93%

Min. Invest

₹100

AUM

₹6,912.94 Cr

Sundaram Consumption Fund - Direct (G)

Sundaram Consumption Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

16.24%

Min. Invest

₹100

AUM

₹1,584.13 Cr

Sundaram Focused Fund - Direct (G)

Sundaram Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

15.41%

Min. Invest

₹300

AUM

₹1,103.59 Cr

Sundaram Multi Cap Fund - Direct (G)

Sundaram Multi Cap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

15.32%

Min. Invest

₹100

AUM

₹2,772.13 Cr

Sundaram Small Cap Fund - Direct (G)

Sundaram Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

14.68%

Min. Invest

₹100

AUM

₹3,401.44 Cr

Sundaram Flexi Cap Fund - Direct (G)

Sundaram Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

14.12%

Min. Invest

₹100

AUM

₹2,074.60 Cr

Sundaram Aggressive Hybrid Fund - Direct (G)

Sundaram Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

14.00%

Min. Invest

₹100

AUM

₹5,543.80 Cr

Sundaram ELSS Tax Saver Fund - Direct (G)

Sundaram ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

13.83%

Min. Invest

₹500

AUM

₹1,346.13 Cr

Sundaram Equity Savings Fund - Direct (G)

Sundaram Equity Savings Fund - Direct (G)

Equity | Equity Savings

1Y returns

13.57%

Min. Invest

₹100

AUM

₹1,051.39 Cr

Sundaram Nifty 100 Equal Weight Fund - Dir (G)

Sundaram Nifty 100 Equal Weight Fund - Dir (G)

Equity | Index Fund

1Y returns

13.16%

Min. Invest

₹100

AUM

₹96.69 Cr

Sundaram Dividend Yield Fund - Direct (G)

Sundaram Dividend Yield Fund - Direct (G)

Equity | Dividend Yield Fund

1Y returns

12.08%

Min. Invest

₹5,000

AUM

₹929.09 Cr

Sundaram Balanced Advantage Fund - Direct (G)

Sundaram Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

11.33%

Min. Invest

₹100

AUM

₹1,533.40 Cr

Sundaram Large Cap Fund - Direct (G)

Sundaram Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

10.02%

Min. Invest

₹100

AUM

₹3,407.17 Cr

Sundaram Short Duration Fund - Direct (G)

Sundaram Short Duration Fund - Direct (G)

Equity | Short Duration Fund

1Y returns

8.51%

Min. Invest

₹5,000

AUM

₹216.36 Cr

Sundaram Conservative Hybrid Fund - Dir (G)

Sundaram Conservative Hybrid Fund - Dir (G)

Equity | Conservative Hybrid Fund

1Y returns

8.16%

Min. Invest

₹5,000

AUM

₹27.14 Cr

Sundaram Corporate Bond Fund - Direct (G)

Sundaram Corporate Bond Fund - Direct (G)

Equity | Corporate Bond Fund

1Y returns

8.15%

Min. Invest

₹5,000

AUM

₹711.14 Cr

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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.

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Torus Digital Private Limited

IRDAI registration No : CA0834 , CIN:- U72900MH2021PTC359702

 
Torus Financial Markets Private Limited

SEBI Registration No’s:-  StockBroker-INZ000299936 | CDSL DP IN-DP-664-2022 | Research Analyst – INH000008695

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