Sundaram Mutual Fund
Rank #17AMFI Registered Mutual Fund
Official Total AUM
₹82.2k Cr
AMFI Disclosed
Schemes Managed
34
Active Portfolios
Inception Date
1996-02-25
Founding Year
Key Managers
3
Tracked Professionals
📍 Office: Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
📞 Phone: 1860-425-7237
🌐 Website: www.sundarammutual.com
Key People & Fund Managers (3)
Shalav Saket
🎓 MBA, B-Tech, CFA
Prior joining the Sundaram AMC, he was associated with SAMC, BofA Securities, PWC, Samsung.
Bharath S
🎓 Mr. Bharath is a B Com (H), MBA and ICWA.
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Rohit Seksaria
🎓 Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
All Mutual Fund Schemes (34)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund | Equity Scheme - Mid Cap Fund | ₹14.5k Cr | ₹1419.62 | -2.18% | +16.14% | +14.54% | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | Hybrid Scheme - Aggressive Hybrid Fund | ₹9.1k Cr | ₹157.03 | -4.98% | +8.19% | +6.18% | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) | Debt Scheme - Liquid Fund | ₹8.6k Cr | ₹2496.57 | +6.34% | +6.76% | — | |
| Sundaram Large and Midcap Fund | Equity Scheme - Large & Mid Cap Fund | ₹7.3k Cr | ₹88.13 | -0.67% | +12.48% | +9.42% | |
| Sundaram Services Fund | Equity Scheme - Sectoral/ Thematic | ₹5.1k Cr | ₹35.35 | -2.73% | +11.86% | +10.46% | |
| Sundaram Small Cap Fund | Equity Scheme - Small Cap Fund | ₹4.1k Cr | ₹279.11 | — | — | — | |
| Sundaram Multi Asset Allocation Fund | Hybrid Scheme - Multi Asset Allocation | ₹3.3k Cr | ₹12.85 | -1.32% | — | — | |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | Equity Scheme - Large Cap Fund | ₹3.0k Cr | ₹20.59 | -4.31% | +7.39% | +6.26% | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | Equity Scheme - Multi Cap Fund | ₹3.0k Cr | ₹376.36 | -5.00% | +11.12% | +8.87% | |
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹2.6k Cr | ₹2875.49 | +5.19% | +5.91% | +5.39% | |
| Sundaram Flexicap Fund | Equity Scheme - Flexi Cap Fund | ₹2.0k Cr | ₹13.98 | -8.04% | +7.89% | — | |
| Sundaram Overnight Fund | Debt Scheme - Overnight Fund | ₹1.7k Cr | ₹1463.92 | +5.15% | +5.90% | +5.66% | |
| Sundaram Business Cycle Fund | Equity Scheme - Sectoral/ Thematic | ₹1.7k Cr | ₹10.66 | -4.67% | — | — | |
| Sundaram Financial Services Opportunities Fund | Equity Scheme - Sectoral/ Thematic | ₹1.7k Cr | ₹102.66 | -4.31% | +9.24% | +10.35% | |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹1.7k Cr | ₹34.66 | -3.76% | +6.99% | +6.21% | |
| Sundaram Money Market Fund | Debt Scheme - Money Market Fund | ₹1.5k Cr | ₹16.29 | +6.22% | +7.08% | +6.46% | |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) | Equity Scheme - Sectoral/ Thematic | ₹1.5k Cr | ₹92.97 | -8.08% | +7.51% | +9.24% | |
| Sundaram Value Fund | Equity Scheme - Value Fund | ₹1.3k Cr | ₹204.24 | -9.61% | +6.28% | +6.33% | |
| Sundaram ELSS Tax Saver Fund | Equity Scheme - ELSS | ₹1.3k Cr | ₹482.83 | -8.04% | +8.28% | +6.76% | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | Equity Scheme - Focused Fund | ₹1.1k Cr | ₹161.53 | -0.71% | +9.79% | +6.86% | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | Hybrid Scheme - Equity Savings | ₹1.0k Cr | ₹70.75 | -1.56% | +7.42% | +6.65% | |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | Equity Scheme - Sectoral/ Thematic | ₹971.7 Cr | ₹98.17 | -0.13% | +15.07% | +13.36% | |
| Sundaram Multi-Factor Fund | Equity Scheme - Sectoral/ Thematic | ₹869.2 Cr | ₹9.54 | -8.11% | — | — | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | Equity Scheme - Dividend Yield Fund | ₹809.6 Cr | ₹129.57 | -6.92% | +8.66% | +8.09% | |
| Sundaram Corporate Bond Fund | Debt Scheme - Corporate Bond Fund | ₹624.1 Cr | ₹42.59 | +3.64% | +6.64% | +5.81% | |
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Hybrid Scheme - Arbitrage Fund | ₹565.9 Cr | ₹15.59 | +6.08% | +6.40% | — | |
| Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹417.8 Cr | ₹3707.38 | +4.91% | +6.41% | — | |
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) | Income/Debt Oriented Schemes - Banking and PSU Debt Fund | ₹263 Cr | ₹45.80 | +3.97% | +6.73% | +5.85% | |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) | Income/Debt Oriented Schemes - Short Term Fund | ₹180.3 Cr | ₹47.19 | +4.33% | +6.73% | +5.99% | |
| Sundaram Global Brand Theme-Equity Active FOF | Other Scheme - FoF Overseas | ₹171 Cr | ₹42.73 | +9.02% | +17.50% | +10.43% | |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) | Other Scheme - Index Funds | ₹145.6 Cr | ₹179.88 | -0.51% | +13.68% | +9.45% | |
| Sundaram Income Plus Arbitrage Active FoF | Other Scheme - FoF Domestic | ₹66.5 Cr | ₹10.44 | — | — | — | |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) | Income/Debt Oriented Schemes - Medium Term Fund | ₹33.2 Cr | ₹71.45 | +2.09% | +4.99% | +3.93% | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | Hybrid Scheme - Conservative Hybrid Fund | ₹18.8 Cr | ₹29.40 | -1.03% | +4.71% | +4.34% |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).