Sundaram Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

About Sundaram Mutual Fund

Sundaram mutual fund is a fully owned subsidiary of one of India's oldest and most respected companies, Sundaram Finance Limited (SFL), which was founded on August 26, 1996, by Mr. Harsha Viji. Since its launch, it has established itself among the top mutual fund companies in India. Presently, this AMC manages a total of 43 funds, comprising 25 equity funds, 12 debt funds, and 6 hybrid funds. This holds the 19th position among other top Asset Management Companies (AMCs) in the country. The flagship plan, the Sundaram Mid Cap Fund, has delivered a remarkable average annualized return of 24.29% since its inception.

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Sundaram Mutual Fund List

Equity Mutual Funds

Debt Mutual Funds

Hybrid Mutual Funds

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Investing Strategy

Sundaram Finance's investment strategy centers on the pillars of Growth, Quality, and Profitability while upholding principles of safeguarding shareholder value. This approach involves identifying companies aligned with Sundaram's dedication to long-term growth, high-quality standards, and profitability.

Key Fund Managers

Mr. Ravi Gopalakrishnan (CIO)

Ravi Gopalakrishnan, with over three decades of experience in research and asset management, joined Sundaram Asset Management Company in January 2022. Ravi adopts a strong bottom-up approach to investing and has a track record of successful performance across firms and business cycles.


List of all Fund Manager Team

 List of all Fund Manager Team Sundaram Mutual Fund


Top 5 SUNDARAM Mutual funds 

 Top 5 SUNDARAM Mutual funds


History of SUNDARAM mutual fund?

Sundaram Mutual Fund was sponsored by Sundaram Finance and Newton Group in 1996. However, Newton Group exited from this partnership in 2002.

BNP Paribas Asset Management (BNPP AM) became a partner in 2006. In 2010, as part of a global purchase, BNP Paribas Asset Management's parent company bought the Fortis Group's banking and financial services operations. As a result, Sundaram Finance acquired BNP Paribas' entire investment, gaining complete control of the firm.

Sundaram Finance is now the mutual fund's only sponsor, with a 100% ownership in both the Asset Management and Trustee companies. Mr. T V Sundaram Iyengar began the organization as a bus service in 1911, and it has since grown to wholly control and operate the mutual fund industry.


How to Select the Best SUNDARAM Mutual Fund?

To choose the best SUNDARAM Mutual Fund schemes follow these points:

To summarize, remember these points and also use the SIP Calculator that will help you determine the annual return of your future investment.


How to Invest in Sundaram Mutual Fund with mysiponline?

To Begin your Sundaram mutual fund investment journey with ease through mysiponline, a platform known for its simplicity and convenience:

To conclude, start your mutual fund investing journey with Online SIP, which guarantees simplicity, convenience, and effective investment tracking.


Taxation of Sundaram Mutual fund?

The taxation of Sundaram Mutual Funds depends on which category they fall under equity or debt:

Equity-Oriented Mutual Funds

Debt-Oriented Mutual Funds

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Frequently Asked Questions

Is it necessary to complete the KYC to invest in Sundaram Mutual Fund?
Yes. KYC through PAN is essential to start investing in mutual funds. Investors can either complete the KYC offline or through online video KYC facility at MySIPonline.
What is the maximum limit for expense ratio in Sundaram MF?
The maximum limit set by the SEBI for expense ratio changes according to the AUM of the fund. The maximum allowed expense ratio is 2.5% for a fund with AUM of Rs 100 crore, 2.25% for the next Rs 300 crore, 2% for the next Rs 300 crore and 1.75 for the rest. However, schemes of Sundaram Mutual Fund charges a much lower expense ratio than the maximum limit.
Is It Worth To Invest in Sundaram MF Online?
Sundaram Mutual Fund has 22 years of experience and has navigated through different market conditions. Many of the schemes provided by the AMC are innovative and among the best in the category. Sundaram MF is a good and trustworthy AMC as it has fulfiled the financial goals of thousands of investors.
How to Invest in Sundaram Mutual Fund Online Through MySIPOnline?
Investors can invest online through our website after completing the profile and KYC. Apart from the experts suggestions regarding investment, several other benefits are also available to the investors.
Is there any lock-in period for my units?
Apart from the tax saving schemes, no other schemes offered by Sundaram Mutual Fund have a lock-in period.
How can I add or remove the nominee?
A nominee can be added or removed anytime by the investor. A form needs to be submitted along with the details of the nominee.
Can I invest through cash in Sundaram Mutual Fund Schemes?
No. The investment must be done from a registered bank account and the redemption amount is also transferred to the same account. At MySIPonline, transactions cannot be done with cash.

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