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.

Sundaram Mutual Fund

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

Total Funds 76
Average annual returns 16.25%

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.

Launched in

24-Aug-1996
AMC Age

28 Years
Website
https://www.sundarammutual.com
Email Address
dhirent@sundarammutual.com

Top Performing Sundaram Mutual Fund in India for High Return

Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Short Term

Long Term

SIP

Rolling Term

Sundaram Mid Cap Fund Regular Plan - Growth Equity	1 Week 3.08%	1 Month 3.46%	3 Months 0.05%	6 Months 22.25%	1 Year 39.5%	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	1 Week 2.23%	1 Month 2.23%	3 Months -1.54%	6 Months 11.16%	1 Year 35.38%	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	1 Week 4.26%	1 Month 3.13%	3 Months 0.47%	6 Months 18.53%	1 Year 23.27%	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	1 Week 3.44%	1 Month 2.01%	3 Months -0.23%	6 Months 20.12%	1 Year 26.25%	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	1 Week 1.87%	1 Month 3.02%	3 Months -1.74%	6 Months 18.72%	1 Year 25.22%	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	1 Week 2.66%	1 Month 1.99%	3 Months -0.97%	6 Months 12.86%	1 Year 16.01%	Invest
Sundaram Services Fund Regular Plan - Growth Equity	1 Week 2.95%	1 Month 3.36%	3 Months 1.59%	6 Months 22.46%	1 Year 25.05%	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	1 Week 2.52%	1 Month 4.06%	3 Months 0.4%	6 Months 17.75%	1 Year 29.41%	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	1 Week 2.29%	1 Month 3.64%	3 Months -1.09%	6 Months 13.38%	1 Year 23.91%	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	1 Week 2.29%	1 Month 3.64%	3 Months -1.09%	6 Months 13.38%	1 Year 23.91%	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	2 Years 34.53%	3 Years 25.55%	5 Years 24.96%	Annual Rt 24.74%	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	2 Years 31.62%	3 Years 23.5%	5 Years 24.9%	Annual Rt 12.72%	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	2 Years 29.53%	3 Years 22.98%	5 Years 31.22%	Annual Rt 14.4%	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	2 Years 31.43%	3 Years 21.44%	5 Years 28.68%	Annual Rt 17.94%	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	2 Years 23.91%	3 Years 20.33%	5 Years 18.52%	Annual Rt 13.16%	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	2 Years 21.47%	3 Years 18.75%	5 Years 15.76%	Annual Rt 15.17%	Invest
Sundaram Services Fund Regular Plan - Growth Equity	2 Years 22.2%	3 Years 16.61%	5 Years 22.13%	Annual Rt 22.02%	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	2 Years 23.27%	3 Years 16.56%	5 Years 18.81%	Annual Rt 15.74%	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	2 Years 19.69%	3 Years 15.87%	5 Years 19.55%	Annual Rt 14.61%	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	2 Years 19.69%	3 Years 15.87%	5 Years 19.55%	Annual Rt 14.61%	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Services Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Services Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Services Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.74%	Fund Manager Bharath S.	Launch Date 19-Jul 2002	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.36%	Fund Manager Ratish Varier	Launch Date 29-Sep 2005	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	Min SIP ₹250	Min Lumpsum ₹5000	Expense Ratio 1.4%	Fund Manager Dwijendra Srivastava	Launch Date 03-Oct 2017	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.93%	Fund Manager Ravi Gopalakrishnan	Launch Date 15-Feb 2005	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.18%	Fund Manager Ratish Varier	Launch Date 15-May 2006	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 2.11%	Fund Manager Rohit Seksaria	Launch Date 10-Jun 2008	Invest
Sundaram Services Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.89%	Fund Manager Ravi Gopalakrishnan	Launch Date 01-Sep 2018	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.79%	Fund Manager Ravi Gopalakrishnan	Launch Date 27-Feb 2007	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 2.21%	Fund Manager Sudhir Kedia	Launch Date 31-Mar 1996	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 2.21%	Fund Manager Sudhir Kedia	Launch Date 31-Mar 1996	Invest

Sundaram Mid Cap Fund Regular Plan - Growth Equity	Latest NAV 1394.5788(05-12-2024)	Previous NAV 1394.5788(05-12-2024)	NAV Change 0.221683%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	Latest NAV 95.9223(05-12-2024)	Previous NAV 95.9223(05-12-2024)	NAV Change 0.497552%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	Latest NAV 27.4537(05-12-2024)	Previous NAV 27.4537(05-12-2024)	NAV Change 0.51882%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	Latest NAV 266.1239(05-12-2024)	Previous NAV 266.1239(05-12-2024)	NAV Change 0.129204%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	Latest NAV 99.2947(05-12-2024)	Previous NAV 99.2947(05-12-2024)	NAV Change 0.935815%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	Latest NAV 99.1981(05-12-2024)	Previous NAV 99.1981(05-12-2024)	NAV Change 0.610776%	52- Week High NAV -	52- Week Low NAV -	Invest
Sundaram Services Fund Regular Plan - Growth Equity	Latest NAV 33.6812(05-12-2024)	Previous NAV 33.6812(05-12-2024)	NAV Change 0.851277%	52- Week High NAV -	52- Week Low NAV -

Sundaram Mid Cap Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 25.55%	SIP 3Y P.a. 32.11%	Return Vs Category High	Risk Vs Category Average	Invest
Sundaram Infrastructure Advantage Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 23.5%	SIP 3Y P.a. 29.27%	Return Vs Category Low	Risk Vs Category Low	Invest
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Equity	Lumpsum 3Y P.a 22.98%	SIP 3Y P.a. 26.39%	Return Vs Category High	Risk Vs Category Low	Invest
Sundaram Small Cap Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 21.44%	SIP 3Y P.a. 28.1%	Return Vs Category Low	Risk Vs Category Average	Invest
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Equity	Lumpsum 3Y P.a 20.33%	SIP 3Y P.a. 23.32%	Return Vs Category High	Risk Vs Category Low	Invest
Sundaram Financial Services Opportunities Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 18.75%	SIP 3Y P.a. 21.14%	Return Vs Category High	Risk Vs Category Low	Invest
Sundaram Services Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 16.61%	SIP 3Y P.a. 21.58%	Return Vs Category Low	Risk Vs Category High	Invest
Sundaram Large and Midcap Fund Regular Plan - Growth Equity	Lumpsum 3Y P.a 16.56%	SIP 3Y P.a. 21.3%	Return Vs Category Low	Risk Vs Category Low	Invest
Sundaram ELSS Tax Saver Fund Regular Growth Equity	Lumpsum 3Y P.a 15.87%	SIP 3Y P.a. 18.26%	Return Vs Category Low	Risk Vs Category Low	Invest
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Equity	Lumpsum 3Y P.a 15.87%	SIP 3Y P.a. 18.26%	Return Vs Category Low	Risk Vs Category Low	Invest