Sundaram Mutual Fund
Rank #17AMFI Registered Mutual Fund
Official Total AUM
₹76.7k 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 | ₹13.5k Cr | ₹1480.90 | +4.48% | +17.31% | +15.71% | |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | Hybrid Scheme - Aggressive Hybrid Fund | ₹8.6k Cr | ₹159.56 | -1.95% | +8.16% | +7.06% | |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) | Debt Scheme - Liquid Fund | ₹7.4k Cr | ₹2479.98 | +6.37% | +6.81% | — | |
| Sundaram Large and Midcap Fund | Equity Scheme - Large & Mid Cap Fund | ₹6.6k Cr | ₹92.98 | +6.91% | +13.58% | +10.95% | |
| Sundaram Services Fund | Equity Scheme - Sectoral/ Thematic | ₹4.6k Cr | ₹36.51 | +2.42% | +13.20% | +11.87% | |
| Sundaram Small Cap Fund | Equity Scheme - Small Cap Fund | ₹3.6k Cr | ₹299.82 | +13.26% | +16.36% | +15.91% | |
| Sundaram Multi Asset Allocation Fund | Hybrid Scheme - Multi Asset Allocation | ₹3.2k Cr | ₹13.26 | +5.09% | — | — | |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) | Equity Scheme - Large Cap Fund | ₹3.0k Cr | ₹20.36 | -4.66% | +5.93% | +6.20% | |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) | Equity Scheme - Multi Cap Fund | ₹2.8k Cr | ₹392.32 | +0.53% | +12.04% | +10.60% | |
| Sundaram Ultra Short Term Fund (Formerly Known as Sundaram Ultra Short Duration Fund) | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹2.3k Cr | ₹2860.96 | +5.29% | +5.97% | +5.33% | |
| Sundaram Flexicap Fund | Equity Scheme - Flexi Cap Fund | ₹2.0k Cr | ₹14.04 | -6.90% | +7.01% | — | |
| Sundaram Money Market Fund | Debt Scheme - Money Market Fund | ₹1.8k Cr | ₹16.19 | +6.33% | +7.14% | +6.40% | |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹1.7k Cr | ₹35.10 | -1.11% | +7.08% | +6.71% | |
| Sundaram Financial Services Opportunities Fund | Equity Scheme - Sectoral/ Thematic | ₹1.6k Cr | ₹108.09 | +6.52% | +11.50% | +12.18% | |
| Sundaram Business Cycle Fund | Equity Scheme - Sectoral/ Thematic | ₹1.6k Cr | ₹11.42 | +1.06% | — | — | |
| Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) | Equity Scheme - Sectoral/ Thematic | ₹1.4k Cr | ₹94.66 | -6.69% | +8.65% | +10.29% | |
| Sundaram Value Fund | Equity Scheme - Value Fund | ₹1.3k Cr | ₹207.12 | -7.68% | +5.73% | +6.95% | |
| Sundaram ELSS Tax Saver Fund | Equity Scheme - ELSS | ₹1.3k Cr | ₹484.68 | -6.89% | +7.43% | +7.63% | |
| Sundaram Overnight Fund | Debt Scheme - Overnight Fund | ₹1.2k Cr | ₹1454.42 | +5.15% | +5.95% | +5.60% | |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) | Hybrid Scheme - Equity Savings | ₹1.1k Cr | ₹71.31 | +0.24% | +7.52% | +7.36% | |
| Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund) | Equity Scheme - Focused Fund | ₹1.0k Cr | ₹164.77 | +1.49% | +9.33% | +8.05% | |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | Equity Scheme - Sectoral/ Thematic | ₹975.7 Cr | ₹99.69 | +3.29% | +15.16% | +14.91% | |
| Sundaram Multi-Factor Fund | Equity Scheme - Sectoral/ Thematic | ₹936.4 Cr | ₹9.61 | -6.16% | — | — | |
| Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) | Equity Scheme - Dividend Yield Fund | ₹839.9 Cr | ₹128.08 | -6.46% | +7.92% | +7.64% | |
| Sundaram Corporate Bond Fund | Debt Scheme - Corporate Bond Fund | ₹619.3 Cr | ₹42.57 | +4.65% | +6.78% | +5.79% | |
| Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund) | Hybrid Scheme - Arbitrage Fund | ₹492.4 Cr | ₹15.49 | +6.16% | +6.54% | — | |
| Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹381 Cr | ₹3692.97 | +5.27% | +6.52% | — | |
| Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund) | Income/Debt Oriented Schemes - Banking and PSU Debt Fund | ₹277.7 Cr | ₹45.77 | +4.94% | +6.90% | +5.85% | |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) | Income/Debt Oriented Schemes - Short Term Fund | ₹188.2 Cr | ₹47.11 | +5.03% | +6.82% | +5.94% | |
| Sundaram Global Brand Theme-Equity Active FOF | Other Scheme - FoF Overseas | ₹163.2 Cr | ₹43.84 | +16.55% | +18.02% | +11.91% | |
| Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) | Other Scheme - Index Funds | ₹138 Cr | ₹180.63 | +0.75% | +12.97% | +9.70% | |
| Sundaram Income Plus Arbitrage Active FoF | Other Scheme - FoF Domestic | ₹66.6 Cr | ₹10.40 | — | — | — | |
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) | Income/Debt Oriented Schemes - Medium Term Fund | ₹34.3 Cr | ₹71.51 | +2.83% | +5.05% | +3.92% | |
| Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) | Hybrid Scheme - Conservative Hybrid Fund | ₹18.8 Cr | ₹29.25 | -0.99% | +4.27% | +5.61% |
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).