Sundaram Asset Management Company Ltd., the parent organization of Sundaram Mutual Funds, is a wholly-owned subsidiary of Sundaram Finance Limited, a renowned and longstanding financial institution in India. With a wealth of over two decades of experience in top-tier fund management, this asset management company was established in 1996 with co-sponsorship from Sundaram Finance Limited and Stewart Newton Holdings (Mauritius).
Sundaram AMC was created in 1996 to separate the mutual fund division from the core financing operations of Sundaram. The Newton group, which had a long-standing association with Sundaram, co-sponsored the AMC. In 2002, Newton Investment Management was acquired by Mellon Financial Corporation, providing Sundaram with an opportunity to acquire the Newton group's stake in the merged company.
The AMC maintains a diverse portfolio of mutual funds spanning various segments, including equity, debt, liquid, and fixed income funds. With a total Assets under Management (AuM) is Rs. 48,565.67 crore (as on 30-Sep-2023), Sundaram ranks among India's top asset management companies. Sundaram Mutual Fund holds the 18th position in the Asset Management industry.
{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="small cap", vr_rating=3, returns_5_yr=21.4848073143769, name="Sundaram Small Cap Fund Regular Plan - Growth", amcfundscheme_id=4902, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="thematic-infrastructure", vr_rating=3, returns_5_yr=20.834523128274, name="Sundaram Infrastructure Advantage Fund Regular Plan - Growth", amcfundscheme_id=4710, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-infrastructure-advantage-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="mid cap", vr_rating=4, returns_5_yr=20.6985099402248, name="Sundaram Mid Cap Fund Regular Plan - Growth", amcfundscheme_id=4242, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-mid-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="thematic", vr_rating=null, returns_5_yr=17.7907561210358, name="Sundaram Services Fund Regular Plan - Growth", amcfundscheme_id=4720, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-services-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="multi cap", vr_rating=2, returns_5_yr=16.0030909742708, name="Sundaram Multi Cap Fund (Formerly Known As Principal Multi Cap Growth Fund)-Growth Option", amcfundscheme_id=23356, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-multi-cap-fund-(formerly-known-as-principal-multi-cap-growth-fund)-growth-option},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="sectoral-banking", vr_rating=4, returns_5_yr=15.3129338240013, name="Sundaram Financial Services Opportunities Fund Regular Plan - Growth", amcfundscheme_id=4706, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-financial-services-opportunities-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="large cap", vr_rating=4, returns_5_yr=15.3111373381216, name="Sundaram Nifty 100 Equal Weight Fund (Formerly Known As Principal Nifty 100 Equal Weight Fund)-Growth", amcfundscheme_id=23381, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-nifty-100-equal-weight-fund-(formerly-known-as-principal-nifty-100-equal-weight-fund)-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="large & midcap", vr_rating=3, returns_5_yr=15.2097559378635, name="Sundaram Large And Midcap Fund Regular Plan - Growth", amcfundscheme_id=3963, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-large-and-midcap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="thematic-dividend yield", vr_rating=null, returns_5_yr=15.008821338258, name="Sundaram Dividend Yield Fund (Formerly Known As Principal Dividend Yield Fund)-Growth Plan", amcfundscheme_id=23344, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-dividend-yield-fund-(formerly-known-as-principal-dividend-yield-fund)-growth-plan},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="elss", vr_rating=3, returns_5_yr=14.2211158419278, name="Sundaram Elss Tax Saver Fund Regular Growth", amcfundscheme_id=23347, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-elss-tax-saver-fund-regular-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="thematic-consumption", vr_rating=2, returns_5_yr=13.496500703867, name="Sundaram Consumption Fund(Formerly Known As Sundaram Rural And Consumption Fund Regular Plan - Growth)", amcfundscheme_id=4715, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-consumption-fund(formerly-known-as-sundaram-rural-and-consumption-fund-regular-plan-growth)},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="international", vr_rating=null, returns_5_yr=13.4052631601709, name="Sundaram Global Brand Theme-Equity Active Fof - Regular Growth", amcfundscheme_id=6459, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-global-brand-theme-equity-active-fof-regular-growth}
Key information about Sundaram Mutual Fund
Mutual fund name:
Sundaram Mutual Fund
Asset management company Name:
Sundaram Asset Management Company
AMC Setup Date:
13 May 2010
AMC incorporation date:
26 February 1996
Sponsor name:
Sundaram Finance
Trustee organization:
Sundaram Trustee Company Limited
How to invest in Sundaram Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in Sundaram Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
[an error occurred while processing this directive]
Frequently asked questions
How to start Sundaram Mutual Fund SIP online?
One can start investing in Sundaram Mutual Fund online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate Sundaram Mutual Fund SIP?
To calculate Sundaram Mutual Fund SIP, one needs to consider certain things such as:
The investment amount
The tenure of SIP
The expected return from the desired DSP fund
You can also use the Bajaj Finance SIP Calculator to calculate your approximate SIP returns.
How to redeem Sundaram Mutual Fund?
If you have invested in a Sundaram Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in Sundaram Mutual Fund?
If you have invested in a Sundaram Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an Sundaram Mutual Fund online?
If you have invested in any Sundaram Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
Are Sundaram Mutual Fund's schemes tax-free?
You can get tax-benefits under section 80C by investing in ELSS mutual funds offered DSP Mutual Fund.
How can I get the Sundaram Mutual Fund statement?
If you have invested in any Sundaram Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
[an error occurred while processing this directive]
[an error occurred while processing this directive]