- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Sundaram Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 31
- Average annual returns 5.49%
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.
More-
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 Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 11638.05 | 22 years | 7.36% | 5.54% | -9.19% | -13.58% | -9.86% | 15.07% | 33.26% | 21.85% | 32.35% | 14.4% | Invest | |
| 3793.22 | 6 years | 6.14% | 4.39% | -4.05% | -9.93% | -4.64% | 13.47% | 24.2% | 15.59% | 30.29% | - | Invest | |
| 1066.96 | 12 years | 2.18% | 2.08% | 0.13% | -0.71% | -0.11% | 11.66% | 17.23% | 12.54% | 17.81% | 10.5% | Invest | |
| 1066.96 | 12 years | 2.18% | 2.08% | 0.13% | -0.71% | -0.11% | 11.66% | 17.23% | 12.54% | 17.81% | 10.5% | Invest | |
| 2451.53 | 1 years | 3.01% | 3.11% | 2.59% | -2.64% | 2.14% | 11.5% | - | - | - | - | Invest | |
| 1518.44 | 18 years | 3.98% | 0.8% | -7.76% | -16.39% | 12.37% | 11.27% | 23.31% | 17.53% | 25.01% | 13.62% | Invest | |
| 6470.35 | 18 years | 6.51% | 5.95% | -6.95% | -11.36% | -7.31% | 10.6% | 24% | 13.89% | 27.04% | 13.39% | Invest | |
| 1385.95 | 16 years | 6.3% | 6.74% | 1.24% | -7.36% | 1.22% | 9.96% | 24.3% | 19.27% | 27.81% | 12.79% | Invest | |
| 1066.96 | 22 years | 2.15% | 1.96% | -0.24% | -1.47% | -0.45% | 9.91% | 15.33% | 10.67% | 15.98% | 9.1% | Invest | |
| 2122.59 | 2 years | 5.72% | 4.1% | -3.99% | -9.68% | -4.56% | 9.44% | 20.88% | - | - | - | Invest | |
| 5435.68 | 25 years | 4.53% | 4.64% | -2.53% | -7.61% | -3.37% | 9.26% | 18.55% | 11.95% | 21.45% | 11.86% | Invest | |
| 1299.14 | 28 years | 5.64% | 4.31% | -3.3% | -9.58% | 14.23% | 8.48% | 22% | 14.06% | 27.73% | 13.07% | Invest | |
| 1299.14 | 28 years | 5.64% | 4.31% | -3.3% | -9.58% | 14.23% | 8.48% | 22% | 14.06% | 27.73% | 13.07% | Invest | |
| 712.32 | 20 years | 0.47% | 0.82% | 2% | 3.41% | 1.8% | 8.07% | 7.29% | 6.27% | 6.97% | 7.27% | Invest | |
| 336.5 | 20 years | 0.44% | 0.8% | 2.01% | 3.5% | 7.33% | 8.07% | 7.66% | 6.24% | 6.09% | 6.67% | Invest | |
| 216.77 | 21 years | 0.33% | 0.68% | 1.87% | 3.34% | 1.71% | 7.96% | 7.51% | 6.42% | 6.66% | 5.86% | Invest | |
| 573.85 | 6 years | 0.29% | 0.66% | 1.96% | 3.77% | 1.75% | 7.71% | 7.5% | 6.81% | 5.87% | - | Invest | |
| 215.76 | 8 years | 0.18% | 0.57% | 1.79% | 3.57% | 17.51% | 7.69% | 7.63% | 6.86% | 5.09% | - | Invest | |
| 908.35 | 19 years | 7.26% | 7.67% | -7.17% | -13.15% | -7.54% | 7.54% | 29.43% | 20.83% | 34.47% | 13.16% | Invest | |
| 6042.81 | 20 years | 0.15% | 0.54% | 1.75% | 3.47% | 1.56% | 7.24% | 7.17% | 6.64% | 5.31% | 5.25% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 | Apr-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 11638.05 | Very High |
-4.85%
|
-7.74%
|
16.57%
|
21.91%
|
23.22%
|
16.59%
|
20.22%
|
Invest | |
| 3793.22 | Very High |
-2.44%
|
-1.64%
|
12.25%
|
15.67%
|
19.04%
|
-
|
19.49%
|
Invest | |
| 1066.96 | Moderate |
0.74%
|
5.16%
|
11.85%
|
13.08%
|
13.54%
|
12.02%
|
11.37%
|
Invest | |
| 1066.96 | Moderate |
0.74%
|
5.16%
|
11.85%
|
13.08%
|
13.54%
|
12.02%
|
11.37%
|
Invest | |
| 2451.53 | High |
1.87%
|
4.45%
|
-
|
-
|
-
|
-
|
6.37%
|
Invest | |
| 1518.44 | Very High |
-5.3%
|
-8.1%
|
9.94%
|
14.71%
|
16.69%
|
13.85%
|
13.63%
|
Invest | |
| 6470.35 | Very High |
-3.65%
|
-7.72%
|
10.66%
|
14.51%
|
16.75%
|
14.86%
|
13.7%
|
Invest | |
| 1385.95 | Very High |
0.97%
|
-1.6%
|
10.43%
|
15.95%
|
18.11%
|
14.9%
|
14.03%
|
Invest | |
| 1066.96 | Moderate |
0.38%
|
3.54%
|
10.05%
|
11.23%
|
11.68%
|
10.44%
|
8.7%
|
Invest | |
| 2122.59 | Very High |
-2.36%
|
-4.14%
|
9.43%
|
-
|
-
|
-
|
11.94%
|
Invest | |
| 5435.68 | High |
-1.33%
|
-1.85%
|
10.24%
|
12.31%
|
13.52%
|
12.47%
|
12.42%
|
Invest | |
| 1299.14 | Very High |
-1.94%
|
-5.3%
|
9.86%
|
13.42%
|
16.27%
|
14.39%
|
15.1%
|
Invest | |
| 1299.14 | Very High |
-1.94%
|
-5.3%
|
9.86%
|
13.42%
|
16.27%
|
14.39%
|
15.1%
|
Invest | |
| 712.32 | Moderate |
1.89%
|
7.91%
|
7.69%
|
7.28%
|
6.28%
|
6.88%
|
7.17%
|
Invest | |
| 336.5 | Moderate |
1.87%
|
7.87%
|
7.71%
|
7.42%
|
6.16%
|
6.34%
|
7.18%
|
Invest | |
| 216.77 | Low to Moderate |
1.78%
|
7.74%
|
7.58%
|
7.34%
|
6.43%
|
5.67%
|
6.75%
|
Invest | |
| 573.85 | Moderate |
1.82%
|
7.48%
|
7.47%
|
7.32%
|
6.42%
|
-
|
6.18%
|
Invest | |
| 215.76 | Low |
-9.3%
|
-17.75%
|
-6.39%
|
-2.12%
|
0.56%
|
-
|
1.86%
|
Invest | |
| 908.35 | Very High |
-4.32%
|
-13.55%
|
12.29%
|
18.92%
|
22.56%
|
16.45%
|
11.74%
|
Invest | |
| 6042.81 | Low to Moderate |
1.68%
|
7.02%
|
7.14%
|
7.05%
|
6.2%
|
5.14%
|
33.71%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
16.453%
|
0.528%
|
0.915%
|
0.764%
|
Invest | |
| Very High |
13.733%
|
-
|
-
|
0.606%
|
Invest | |
| Moderate |
5.681%
|
-
|
-
|
0.875%
|
Invest | |
| Moderate |
5.681%
|
-
|
-
|
0.875%
|
Invest | |
| High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
11.59%
|
0.64%
|
0.91%
|
0.62%
|
Invest | |
| Very High |
14.877%
|
-
|
0.998%
|
0.357%
|
Invest | |
| Very High |
14.334%
|
6.306%
|
0.933%
|
0.693%
|
Invest | |
| Moderate |
5.676%
|
-
|
-
|
0.575%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| High |
9.872%
|
-
|
1.028%
|
0.485%
|
Invest | |
| Very High |
11.66%
|
-
|
0.87%
|
0.44%
|
Invest | |
| Very High |
11.66%
|
-
|
0.87%
|
0.44%
|
Invest | |
| Moderate |
0.904%
|
-
|
0.598%
|
-
|
Invest | |
| Moderate |
1.18%
|
3.99%
|
2.28%
|
-
|
Invest | |
| Low to Moderate |
1.013%
|
-
|
0.712%
|
-
|
Invest | |
| Moderate |
0.391%
|
-
|
2.158%
|
0.937%
|
Invest | |
| Low |
0.652%
|
-
|
-
|
0.427%
|
Invest | |
| Very High |
16.019%
|
4.004%
|
1.019%
|
0.676%
|
Invest | |
| Low to Moderate |
0.316%
|
-
|
1.139%
|
0.659%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹100
|
₹100
|
1.77%
|
Bharath S.
|
19-Jul 2002
|
Invest | |
|
₹100
|
₹100
|
1.94%
|
Ravi Gopalakrishnan
|
01-Sep 2018
|
Invest | |
|
₹200000
|
₹100
|
0.75%
|
Dwijendra Srivastava
|
02-Jan 2013
|
Invest | |
|
₹200000
|
₹100
|
0.75%
|
Dwijendra Srivastava
|
02-Jan 2013
|
Invest | |
|
₹100
|
₹100
|
1.76%
|
Dwijendra Srivastava
|
25-Jan 2024
|
Invest | |
|
₹100
|
₹100
|
2.19%
|
Ratish Varier
|
15-May 2006
|
Invest | |
|
₹100
|
₹100
|
1.85%
|
Ravi Gopalakrishnan
|
27-Feb 2007
|
Invest | |
|
₹100
|
₹100
|
2.14%
|
Rohit Seksaria
|
10-Jun 2008
|
Invest | |
|
₹100
|
₹100
|
2.19%
|
Dwijendra Srivastava
|
23-May 2002
|
Invest | |
|
₹100
|
₹100
|
2%
|
Ravi Gopalakrishnan
|
06-Sep 2022
|
Invest | |
|
₹100
|
₹100
|
1.86%
|
Ravi Gopalakrishnan
|
14-Jan 2000
|
Invest | |
|
₹500
|
₹500
|
2.23%
|
Sudhir Kedia
|
31-Mar 1996
|
Invest | |
|
₹500
|
₹500
|
2.23%
|
Sudhir Kedia
|
31-Mar 1996
|
Invest | |
|
₹250
|
₹5000
|
0.51%
|
Dwijendra Srivastava
|
30-Dec 2004
|
Invest | |
|
₹250
|
₹5000
|
0.42%
|
Dwijendra Srivastava
|
30-Dec 2004
|
Invest | |
|
₹250
|
₹5000
|
1.14%
|
Dwijendra Srivastava
|
09-May 2003
|
Invest | |
|
₹200000
|
₹1000
|
0.16%
|
Dwijendra Srivastava
|
26-Sep 2018
|
Invest | |
|
₹750
|
₹100
|
0.27%
|
Dwijendra Srivastava
|
21-Apr 2016
|
Invest | |
|
₹100
|
₹100
|
2.4%
|
Ratish Varier
|
29-Sep 2005
|
Invest | |
|
₹1000
|
₹1000
|
0.4%
|
Dwijendra Srivastava
|
30-Aug 2004
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
1236.4670
(25-03-2025)
|
1246.3428
(24-03-2025)
|
-0.79%
|
1442.27
|
1093.7
|
Invest | |
|
31.3958
(24-03-2025)
|
31.0032
(21-03-2025)
|
1.27%
|
34.9186
|
27.5033
|
Invest | |
|
77.9372
(25-03-2025)
|
78.0875
(24-03-2025)
|
-0.19%
|
79.0813
|
70.366
|
Invest | |
|
77.9372
(25-03-2025)
|
78.0875
(24-03-2025)
|
-0.19%
|
79.0813
|
70.366
|
Invest | |
|
11.4403
(25-03-2025)
|
11.4537
(24-03-2025)
|
-0.12%
|
11.8437
|
10.3226
|
Invest | |
|
88.9668
(25-03-2025)
|
89.4990
(24-03-2025)
|
-0.59%
|
107.412
|
80.7392
|
Invest | |
|
78.9268
(25-03-2025)
|
79.2685
(24-03-2025)
|
-0.43%
|
89.628
|
72.3185
|
Invest | |
|
95.7149
(25-03-2025)
|
95.8225
(24-03-2025)
|
-0.11%
|
103.821
|
87.23
|
Invest | |
|
67.4559
(25-03-2025)
|
67.5887
(24-03-2025)
|
-0.2%
|
68.9658
|
61.8614
|
Invest | |
|
13.6686
(25-03-2025)
|
13.7112
(24-03-2025)
|
-0.31%
|
15.2575
|
12.5972
|
Invest | |
|
152.8401
(25-03-2025)
|
153.3544
(24-03-2025)
|
-0.34%
|
166.243
|
141.098
|
Invest | |
|
472.7959
(25-03-2025)
|
473.9860
(24-03-2025)
|
-0.25%
|
527.458
|
439.631
|
Invest | |
|
472.7959
(25-03-2025)
|
473.9860
(24-03-2025)
|
-0.25%
|
527.458
|
439.631
|
Invest | |
|
39.1042
(25-03-2025)
|
39.0877
(24-03-2025)
|
0.04%
|
39.1042
|
36.1994
|
Invest | |
|
41.9381
(25-03-2025)
|
41.9214
(24-03-2025)
|
0.04%
|
41.9381
|
38.8053
|
Invest | |
|
43.1714
(25-03-2025)
|
43.1525
(24-03-2025)
|
0.04%
|
43.1714
|
40.006
|
Invest | |
|
14.7628
(25-03-2025)
|
14.7604
(24-03-2025)
|
0.02%
|
14.7628
|
13.7137
|
Invest | |
|
14.9187
(25-03-2025)
|
14.9200
(24-03-2025)
|
-0.01%
|
14.92
|
12.6836
|
Invest | |
|
85.8677
(25-03-2025)
|
86.3491
(24-03-2025)
|
-0.56%
|
100.142
|
77.2942
|
Invest | |
|
2262.0613
(25-03-2025)
|
2261.4765
(24-03-2025)
|
0.03%
|
2262.06
|
2109.82
|
Invest |
Sundaram Mutual Fund Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Comparison of Top Sundaram Mutual Fund
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns 10.38%
VS
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns 15.55%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns 7.05%
VS
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns 10.92%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns 16.06%
VS
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns 0%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns 11.95%
VS
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns 18.15%
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
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.
- Sundaram has a 21-member investment team.
- Sundaram MF offers a 133 diversified schemes.
- This AMC has 94 global branches, 305 distributors.
- The Fund house shows strong governance practices.
How to Select the Best Sundaram Mutual Fund?
To choose the best Sundaram Mutual Fund schemes follow these points:
- Establish definite investing objectives that align with your budget.
- Before making investing choices assess the level of risk tolerance.
- Spread your money over a variety of industries and asset types.
- Learn about the performance of funds and investing strategies.
- Regularly review investments and make necessary adjustments.
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:
- Visit mysiponline.com, pick SUNDARAM AMC funds
- Sign up for free account complete profile details to invest
- verify your KYC with PAN, Aadhar card, Signature, Bank proof
- Add desired funds to your cart based on the risk appetite
- Proceed to make payment and wait for the confirmation.
- Monitor investments easily with mysiponline.com account.
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
- Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
- Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
Explore Other AMC’s
Top Blogs of Sundaram Mutual Fund
Blogs
You can select three funds for compare.
