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Sundaram Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 76
- Average annual returns 15.5%
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 Return
|
|
Lumpsum 3Y P.a
21.82%
|
SIP 3Y P.a.
32.77%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
|
|
Lumpsum 3Y P.a
19.92%
|
SIP 3Y P.a.
29.69%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
19.36%
|
SIP 3Y P.a.
26.67%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
18.19%
|
SIP 3Y P.a.
28.41%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
|
Lumpsum 3Y P.a
16.51%
|
SIP 3Y P.a.
24.15%
|
Return Vs Category
Medium |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
15.2%
|
SIP 3Y P.a.
21.82%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
13.32%
|
SIP 3Y P.a.
22.14%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
13.28%
|
SIP 3Y P.a.
22.12%
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
12.27%
|
SIP 3Y P.a.
19.18%
|
Return Vs Category
Low |
Risk Vs Category
Below Average |
Invest | |
|
|
Lumpsum 3Y P.a
12.27%
|
SIP 3Y P.a.
19.18%
|
Return Vs Category
Low |
Risk Vs Category
Below Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
1.16%
|
1 Month
-5.87%
|
3 Months
-2.55%
|
6 Months
11.05%
|
1 Year
38.02%
|
Invest | ||
|
1 Week
0.42%
|
1 Month
-7.52%
|
3 Months
-5.72%
|
6 Months
-0.2%
|
1 Year
35.35%
|
Invest | ||
|
1 Week
1.36%
|
1 Month
-7.49%
|
3 Months
-3.11%
|
6 Months
5.63%
|
1 Year
18.49%
|
Invest | ||
|
1 Week
0.51%
|
1 Month
-7.27%
|
3 Months
-3.02%
|
6 Months
7.33%
|
1 Year
23.15%
|
Invest | ||
|
1 Week
1.03%
|
1 Month
-5.42%
|
3 Months
-1.53%
|
6 Months
12.35%
|
1 Year
23.88%
|
Invest | ||
|
1 Week
0.33%
|
1 Month
-5.28%
|
3 Months
-4.28%
|
6 Months
2.91%
|
1 Year
16.95%
|
Invest | ||
|
1 Week
0.83%
|
1 Month
-5.16%
|
3 Months
-3.51%
|
6 Months
6.75%
|
1 Year
28.3%
|
Invest | ||
|
1 Week
0.39%
|
1 Month
-5.79%
|
3 Months
-0.82%
|
6 Months
10.94%
|
1 Year
22.82%
|
Invest | ||
|
1 Week
-0.05%
|
1 Month
-5.79%
|
3 Months
-4.42%
|
6 Months
3.76%
|
1 Year
22.05%
|
Invest | ||
|
1 Week
-0.05%
|
1 Month
-5.79%
|
3 Months
-4.42%
|
6 Months
3.76%
|
1 Year
22.05%
|
Invest |
|
2 Years
33.53%
|
3 Years
21.82%
|
5 Years
23.8%
|
Annual Rt
24.49%
|
Invest | ||
|
2 Years
29.83%
|
3 Years
19.92%
|
5 Years
23.25%
|
Annual Rt
12.72%
|
Invest | ||
|
2 Years
27.15%
|
3 Years
19.36%
|
5 Years
29.16%
|
Annual Rt
14.4%
|
Invest | ||
|
2 Years
29.33%
|
3 Years
18.19%
|
5 Years
27.02%
|
Annual Rt
17.61%
|
Invest | ||
|
2 Years
23.07%
|
3 Years
16.51%
|
5 Years
17.74%
|
Annual Rt
12.99%
|
Invest | ||
|
2 Years
19.51%
|
3 Years
15.2%
|
5 Years
14.99%
|
Annual Rt
15.17%
|
Invest | ||
|
2 Years
21.73%
|
3 Years
13.32%
|
5 Years
17.53%
|
Annual Rt
15.74%
|
Invest | ||
|
2 Years
20.45%
|
3 Years
13.28%
|
5 Years
20.96%
|
Annual Rt
22.02%
|
Invest | ||
|
2 Years
17.6%
|
3 Years
12.27%
|
5 Years
18.31%
|
Annual Rt
14.44%
|
Invest | ||
|
2 Years
17.6%
|
3 Years
12.27%
|
5 Years
18.31%
|
Annual Rt
14.44%
|
Invest |
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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-
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1 Year
-
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2 Years
-
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3 Years
-
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-
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1 Year
-
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-
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3 Years
-
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-
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Invest | ||
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1 Year
-
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-
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1 Year
-
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-
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3 Years
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1 Year
-
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1 Year
-
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1 Year
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3 Years
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1 Year
0%
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3 Years
0%
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0%
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0%
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3 Years
0%
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0%
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3 Years
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5 Years
0%
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Invest |
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.73%
|
Fund Manager
Bharath S.
|
Launch Date
01-Jul 2002
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.35%
|
Fund Manager
Ratish Varier
|
Launch Date
29-Sep 2005
|
Invest | ||
|
Min SIP
₹250
|
Min Lumpsum
₹5000
|
Expense Ratio
1.4%
|
Fund Manager
Dwijendra Srivastava
|
Launch Date
28-Sep 2017
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.93%
|
Fund Manager
Ravi Gopalakrishnan
|
Launch Date
10-Feb 2005
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.2%
|
Fund Manager
Ratish Varier
|
Launch Date
12-May 2006
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.11%
|
Fund Manager
Rohit Seksaria
|
Launch Date
10-Jun 2008
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.8%
|
Fund Manager
Ravi Gopalakrishnan
|
Launch Date
10-Feb 2007
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.89%
|
Fund Manager
Ravi Gopalakrishnan
|
Launch Date
21-Sep 2018
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.19%
|
Fund Manager
Sudhir Kedia
|
Launch Date
01-May 2013
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.19%
|
Fund Manager
Sudhir Kedia
|
Launch Date
01-May 2013
|
Invest |
|
Latest NAV
1319.5643(19-11-2024)
|
Previous NAV
1306.24(2024-11-18)
|
NAV Change
1.02005%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
90.7692(19-11-2024)
|
Previous NAV
90.2234(2024-11-18)
|
NAV Change
0.604943%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
25.6381(19-11-2024)
|
Previous NAV
25.2987(2024-11-18)
|
NAV Change
1.34157%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
249.6161(19-11-2024)
|
Previous NAV
246.314(2024-11-18)
|
NAV Change
1.34061%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
95.2455(19-11-2024)
|
Previous NAV
94.5695(2024-11-18)
|
NAV Change
0.714818%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
94.1104(19-11-2024)
|
Previous NAV
93.5885(2024-11-18)
|
NAV Change
0.557654%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
82.6125(19-11-2024)
|
Previous NAV
82.0362(2024-11-18)
|
NAV Change
0.702495%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
31.7863(19-11-2024)
|
Previous NAV
31.5891(2024-11-18)
|
NAV Change
0.624266%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
477.0178(19-11-2024)
|
Previous NAV
475.451(2024-11-18)
|
NAV Change
0.32954%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
477.0178(19-11-2024)
|
Previous NAV
475.451(2024-11-18)
|
NAV Change
0.32954%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Sundaram Mutual Fund Funds 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
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
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3Y Returns 15.5%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns 6.09%
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Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns 12.49%
Sundaram Services Fund Regular Plan - Growth
3Y Returns 13.28%
VS
Quant Quantamental Fund Regular - Growth
3Y Returns 24.97%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns 13.32%
VS
Quant Large and Mid Cap Fund-Growth
3Y Returns 19.02%
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.
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List of all Fund Manager Team
 
Â
Top 5 SUNDARAM Mutual fundsÂ
 
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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.
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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.
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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.
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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):Â Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG):Â 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
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