Sundaram Mutual Fund began in 1996. A fully owned subsidiary of India's oldest NBFC, Sundaram Finance Limited. The fund house has 26 years of fund management experience. Besides India (75+ outlets), the organization operates in Dubai and Singapore. About 35 lakh customers use the company. As of March 31, 2024, Sundaram Asset Management Company had Rs 66,477 crores in AUM, 1.04% of India's mutual fund sector.
Sundaram Mutual Fund offers 31 mutual funds. These include 16 equity, 9 debt, and 6 hybrid Schemes. In March 2024, Sundaram Mid Cap Fund, Sundaram Large & Mid-Cap Fund, and Sundaram Liquid Fund were the fund house's largest schemes.
How to Invest in Sundaram Mutual Fund on Swaraj Finpro.
Investing in Sundaram Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Sundaram Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Sundaram Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Sundaram Mid Cap Fund Regular Plan Fund has given 27.15% annualized returns in the past three years and 26.57% in the last 5 years and 17.91% in the last 10 years. The Sundaram Mid Cap Fund Regular Plan Fund comes under the Equity category of Sundaram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Sundaram Mid Cap Fund Regular Plan via lump sum is ₹ 100 and via SIP is ₹ 250.
Scheme Objective: The scheme aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Scheme Manager: Bharath S., Ratish Varier.
Min Amt SIP
: ₹ 250
AUM in ( Cr.)
: ₹ 11825.26
1 Y Return (%)
: 56.16
Risko-Meter : Very High
Fund Performance: The Sundaram Infrastructure Advantage Fund Regular Plan Fund has given 28.46% annualized returns in the past three years and 26.69% in the last 5 years and 16.02% in the last 10 years. The Sundaram Infrastructure Advantage Fund Regular Plan Fund comes under the Equity category of Sundaram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Sundaram Infrastructure Advantage Fund Regular Plan via lump sum is ₹ 100 and via SIP is ₹ 250.
Scheme Objective: The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector.
Fund Performance: The Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Fund has given 20.65% annualized returns in the past three years and 22.55% in the last 5 years and 12.47% in the last 10 years. The Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) Fund comes under the Equity category of Sundaram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) via lump sum is ₹ 100 and via SIP is ₹ 250.
Scheme Objective: The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
Scheme Manager: Rohit Seksaria, Ashish Aggarwal.
Min Amt SIP
: ₹ 250
AUM in ( Cr.)
: ₹ 85.75
1 Y Return (%)
: 49.40
Risko-Meter : Very High
Fund Performance: The Sundaram Large and Midcap Fund Regular Plan Fund has given 21.34% annualized returns in the past three years and 24.70% in the last 5 years and 18.01% in the last 10 years. The Sundaram Large and Midcap Fund Regular Plan Fund comes under the Equity category of Sundaram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Sundaram Large and Midcap Fund Regular Plan via lump sum is ₹ 100 and via SIP is ₹ 250.
Scheme Objective: The schemes aims to invest in equity or equity related securities. It may own upto 40 stocks and would invest across sectors and market cap categories.
Scheme Manager: Ravi Gopalakrishnan, Ashish Aggarwal.
Min Amt SIP
: ₹ 250
AUM in ( Cr.)
: ₹ 6862.47
1 Y Return (%)
: 45.33
Risko-Meter : Very High
Fund Performance: The Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Fund has given 19.92% annualized returns in the past three years and 23.76% in the last 5 years and 15.74% in the last 10 years. The Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) Fund comes under the Equity category of Sundaram Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) via lump sum is ₹ 5000 and via SIP is ₹ 250.
Scheme Objective: The scheme aims to provide capital appreciation by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield.
Sundaram Mutual Fund
