Sundaram Mutual Fund
The Sundaram Mutual Fund is administered by Sundaram Asset Management Company Ltd. (Sundaram AMC), a fully-owned?subsidiary of Sundaram Finance Limited, one of the most trusted names in Indian financial services. With strong financial discipline, a customer-first approach and consistent growth, Sundaram Finance has been the preferred choice of Indian customers since 1954.
Sundaram AMC was incorporated in 1996 primarily to house the mutual fund business of the group, independent of the core lending business. Over the years, the company has established a strong reputation for its transparent investment processes, highly experienced fund management team, and products designed for long-term wealth creation.
Company Background
While initiating its operations, the goals of Sundaram Finance were simple: helping people finance passenger and commercial vehicles. From modest beginnings, it has emerged as a major financial services group dealing in:
Mutual funds
General insurance
Home and vehicle finance
Financial services distribution
The company is characterised by stability and trust, having strong assets and wide outreach within the country.
Sundaram AMC has also partnered with international financial institutions in the past. Such cooperation helped the company bring global knowledge and best practices into the Indian market. Over time, Sundaram AMC became a fully Indian-owned asset management company under Sundaram Finance.
Growth, Network, and Strengths
Sundaram Mutual Fund has been steadily increasing its investor base, branches, and distributor network. The AMC manages a wide range of schemes across equity, debt, hybrid, liquid, and fixed-income categories to serve investors with different risk profiles.
Key strengths include:
Over two decades of fund management experience.
A strong research-driven investment team
Long-term performance focus
Strong network of customer support throughout India
Wide distributor presence and a strong retail connection
It was also one of the first AMCs to launch thematic schemes in India, such as Rural India, Leadership, Midcap, and Micro Cap funds.
The company is headquartered in Chennai, with additional international presence through a subsidiary in Singapore and an office in Dubai.
Key Information About Sundaram Mutual Fund
Mutual Fund name | Sundaram Mutual Fund |
Asset Management Company Name | Sundaram Asset Management Company |
AMC Setup Date | 13th May, 2010 |
AMC Incorporation Date | 26th February, 1996 |
Sponsor name | Sundaram Finance |
Trustee Organization | Sundaram Trustee Company Limited |
Name of Trustee | Dr. John Praveen Mr. Srinath Sridharan Mr. Sujal Shah Mr. Rakesh Sood |
MD | Mr. Harsha Viji |
CEO | Sunil Subramaniam |
Chairman | Pratip Chaudhuri |
CIO | Ravi Gopalakrishnan |
Compliance Officer | P Sundararajan |
Investor Service Officer | Dhiren H Thakkar / Rahul Mayor |
Total AUM (as of end of last quarter) | Rs. 54000 Cr. |
Why Investors Prefer Sundaram Mutual Fund?
Genuine Indian heritage – Built on the strong foundation of Sundaram Finance Limited.
Proven experience with equity and thematic funds – Known for pioneering sector-based and theme-based funds in India.
Strong research-backed process – The investment decisions are grounded in thorough market and company research.
Wide variety of schemes – Options for conservative, moderate, and aggressive investors.
Customer-orientated approach – Dedicated customer support centres across many Indian cities.
How to Invest in Sundaram Mutual Fund?
Investing in Sundaram Mutual Fund is easy and safe and can be done through:
AMC website
Registered distributors
Online investment platforms
Financial advisors
General steps include:
Complete your KYC by submitting basic identity and address documents.
Select the desired investment objective and period.
Choose a scheme depending upon your risk appetite.
Invest via lump sum or SIP.
Keep track of your investments regularly.
Sundaram Mutual Fund – Key Scheme Details
Fund Name | Category | Min Investment | AUM | 1Y Returns | SIP |
Sundaram Low Duration Fund Direct Growth | Debt | ?1,000 | ?397 Cr | 7.9% | ?1,000 |
Sundaram Mid Cap Fund Direct Growth | Equity | ?100 | ?13,235 Cr | 10.8% | ?100 |
Sundaram Financial Services Opportunities Fund Direct Growth | Equity | ?100 | ?1601 Cr | 16.9% | ?100 |
Sundaram Ultra Short Duration Fund Direct Growth | Debt | ?1,000 | ?2236 Cr | 7.4% | ?1,000 |
Sundaram Liquid Direct Growth | Debt | ?1,000 | ?7497 Cr | 6.8% | ?1,000 |
Sundaram Small Cap Fund Direct Growth | Equity | ?100 | ?3495 Cr | 7.8% | ?100 |
Sundaram Nifty 100 Equal Weight Fund Direct Growth | Equity | ?100 | ?131 Cr | 9.1% | ?100 |
Sundaram Flexi Cap Fund Direct Growth | Equity | ?100 | ?2129 Cr | 10.9% | ?100 |
Sundaram ELSS Tax Saver Fund Direct | Equity | ?500 | ?1398 Cr | 10.6% | ?500 |
Sundaram Focused Fund Direct Growth | Equity | ?300 | ?1096 Cr | 4.0% | ?100 |
Sundaram Aggressive Hybrid Fund Direct Growth | Hybrid | ?100 | ?7332 Cr | 8.4% | ?100 |
Sundaram Large Cap Fund Direct Growth | Equity | ?100 | ?3358 Cr | 7.5% | ?100 |
Sundaram Equity Savings Fund Direct Growth | Hybrid | ?100 | ?1171 Cr | 9.6% | ?100 |
Sundaram Balanced Advantage Fund Direct Growth | Hybrid | ?100 | ?1727 Cr | 8.4% | ?100 |
Sundaram Short Duration Fund Direct Growth | Debt | ?5,000 | ?193 Cr | 8.4% | ?250 |
Conclusion
Sundaram Mutual Fund is a reputed and well-established name in the Indian mutual fund industry with?strong parentage, decades of experience and a commitment towards long-term value creation. With its wide portfolio of schemes, stringent investment process and profound understanding of market dynamics, Sundaram Mutual Fund remains a safe?bet for novice as well as seasoned investors.
FAQs
1. Is Sundaram Mutual Fund a safe and reliable fund house?
Yes, it is backed by Sundaram Finance, a trusted financial group in India.
2. What kind of funds does Sundaram Mutual Fund offer?
They offer equity, debt, hybrid, liquid, and thematic funds.
3. Can beginners invest in Sundaram Mutual Fund schemes?
Yes, many funds are ideal for first-time and conservative investors.
4. What is the minimum investment amount in Sundaram funds?
Most lump sum investments start at ?5,000; SIPs start from ?500.
5. Does Sundaram Mutual Fund allow SIP investments?
Most schemes allow disciplined investing through SIP by investors.
