Sundaram Mutual Fund was founded in 1996 as a fully owned subsidiary of Sundaram Finance Limited (Sponsor). Sundaram Trustee Company is the Trustee for the Mutual Fund. Sundaram Asset Management Company functions as the Investment Manager for all schemes of Sundaram Mutual Fund.
Sundaram Finance Limited is one of the leading non-banking finance company in India with a track record of over 60 years. Sundaram Finance Group has a presence in businesses of automobile finance, home loans, mutual funds and insurance. Sundaram Finance has a nation-wide network with over 622 branches across the country.
Sundaram Mutual Fund offers products across debt and equity as well as Portfolio Management Services. Sundaram Portfolio Managers offers discretionary exemplary services to its High Net worth Individuals and families and advisory services focused on Indian equities. The Company has also entered into the Alternative Investment Funds (AIF) vertical and launched a scheme - Sundaram Alternative Opportunities Fund - Nano Cap Series I. The fund aims to generate returns by investing in stocks with a market cap of less than Rs 1000 cr.
The Company is headquartered in Chennai and has 93 customer care centers spread across the country, an office in Dubai and own a wholly owned subsidiary in Singapore, formed in 2012. The company also has 34,500 distributors with 6,079 centers actively distributing schemes during the year. The company supports its investors and distributors through 47 branches in addition to over 600 locations operated by Sundaram Finance group.
The Company has a strong retail orientation, with strong customer loyalty built on the strength of long term outperformance in the midcap space and an investor friendly dividend payout policy.
In terms of Customer Service, Sundaram Mutual Fund existing and prospective investors can contact Customer Service using the toll free no. -1800-425-7237 (India) and +91-44-4083-1500 (NRI). Investor can also contact the Investment Relations Manager at:
Sundaram Asset Management offers a range of products in equity, fixed-income and liquid funds as per the risk, return and liquidity preferences of investors. A strong research team together with a robust process forms the backbone of the Fund Management team. The motto of Sundaram Mutual Fund is “Unearthing Opportunities”.
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|Year||Quarter||FundValue (Rs Lakhs)||Difference from previous quater|
|2020||Q4 (Jan-Mar)||3205196.87||398190.52 (14.19 %)|
|2020||Q2 (Jul-Sep)||2807006.35||227582.71 (8.82 %)|
|2020||Q1 (Apr-Jun)||2579423.64||-558257.16 (-17.79 %)|
|2019||Q4 (Jan-Mar)||3137680.8||-9252.24 (-0.29 %)|
|2019||Q3 (Oct-Dec)||3146933.04||85622.65 (2.8 %)|
|2019||Q2 (Jul-Sep)||3061310.39||-60702.22 (-1.94 %)|
|2019||Q1 (Apr-Jun)||3122012.61||72285.54 (2.37 %)|
|2018||Q4 (Jan-Mar)||3049727.07||-30303.71 (-0.98 %)|
|2018||Q3 (Oct-Dec)||3080030.78||-230275.83 (-6.96 %)|
|2018||Q2 (Jul-Sep)||3310306.61||31426.66 (0.96 %)|
|2018||Q1 (Apr-Jun)||3278879.95||-151749.61 (-4.42 %)|
|2017||Q4 (Jan-Mar)||3430629.56||-196088.63 (-5.41 %)|
|2017||Q3 (Oct-Dec)||3626718.19||311734.75 (9.4 %)|
|2017||Q2 (Jul-Sep)||3314983.44||97163.91 (3.02 %)|
|2017||Q1 (Apr-Jun)||3217819.53||280850.59 (9.56 %)|
|2016||Q4 (Jan-Mar)||2936968.94||235669.24 (8.72 %)|
|2016||Q3 (Oct-Dec)||2701299.7||31311.25 (1.17 %)|
|2016||Q2 (Jul-Sep)||2669988.45||216427.32 (8.82 %)|
|2016||Q1 (Apr-Jun)||2453561.13||87190.19 (3.68 %)|
|2015||Q4 (Jan-Mar)||2366370.94||178674.37 (8.17 %)|
|2015||Q3 (Oct-Dec)||2187696.57||-24685.89 (-1.12 %)|
|2015||Q2 (Jul-Sep)||2212382.46||112822.37 (5.37 %)|
|2015||Q1 (Apr-Jun)||2099560.09||-87901.02 (-4.02 %)|
|2014||Q4 (Jan-Mar)||2187461.11||231022.41 (11.81 %)|
|2014||Q3 (Oct-Dec)||1956438.7||62083.19 (3.28 %)|
|2014||Q2 (Jul-Sep)||1894355.51||127062.6 (7.19 %)|
|2014||Q1 (Apr-Jun)||1767292.91||125103.14 (7.62 %)|
|2013||Q4 (Jan-Mar)||1642189.77||39806.91 (2.48 %)|
|2013||Q3 (Oct-Dec)||1602382.86||207728.34 (14.89 %)|
|2013||Q2 (Jul-Sep)||1394654.52||-151263.97 (-9.78 %)|
|2013||Q1 (Apr-Jun)||1545918.49||1545918.49 ( %)|
AUM stands for assets under management or funds under management and is a measure how much money an asset management company (AMC) manages on behalf of clients. Value of AUM is calculated as sum of total holdings * most recent market price for each holding. Sundaram Mutual Fund has been ranked number 17 in terms of AUM in Indian Mutual Fund market.
Sundaram offers equity funds in the following 7 categories:
The objective of the scheme is to get capital appreciation by investing in a very few select stocks. This product is suitable for investors seeking long-term capital appreciation and can assume a moderately high level of risk.
It is a multi-cap fund with 50-60% allocation in large caps and the rest in mid and small caps. Being a multi-cap diversified fund, it resembles the entire market and is thus suited for investors looking for market-wide exposure. It has moderately high level of risk.
The product is suitable for investors seeking capital appreciation by investing in equity and equity related stocks of Indian companies to the extent of at least 65% and in gold ETF up to 35%. It can also invest up to 35% in overseas securities. It has moderately high level of risk.
The fund intends to invest in high growth mid and small cap stocks that are reasonably valued. It has moderately high level of risk. The fund has given a Compound Annual Growth Rate (CAGR) of 28.8% since launch.
Sundaram Small and Medium Indian Leading Equities Fund (SMILE) intends to invest in attractively valued high growth stocks. The fund has given a Compound Annual Growth Rate (CAGR) of 19.7% since launch. It has moderately high level of risk.
This fund intends to provide opportunity of long-term capital appreciation by investing in diversified multi cap fund with approx. 30-50% in large caps and balance in mid and small caps. The investment in fund is an eligible deduction under section 80C of Income Tax Act with a lock in period of 3 years. The fund has moderately high level of risk.
The fund gives an opportunity to invest in the long-term growth of Rural India. The fund attempts to invest in the themes of Farm to fork, Rural consumption, Financial inclusion and Ancillary space. With moderately high level of risk, the fund is suitable for investors seeking long term returns by investing in equity of companies focusing on Rural India.
The fund is suitable for investors seeking capital appreciation by investing in equity and equity related instruments of companies engaged in banking & financial services. The fund assumes high level of risk.
The fund is suitable for investors seeking capital appreciation by investing in equity and equity related instruments of companies directly or indirectly to infrastructure related activities or expected to benefit from the growth and development of infrastructure. The fund assumes high level of risk.
The fund is suitable for investors seeking lower volatility along with long-term capital appreciation. The fund seeks to create a balance portfolio with a mix of equity and fixed income securities.
Sundaram Global Advantage Fund
The fund invests in the global potential market to help generate returns across the world. With a high level of risk, the fund achieves capital appreciation by investing in units of overseas mutual funds and ETFs.
Index fund replicates the Nifty 100 Equal WeightedIndex to generate a return in line with the performance of the index with 2% of tracking error. With the moderately high level of risk, the fund is suitable for institutions and conservative investors.
The investment under this fund is eligible for deduction u/s 80 CCG of the Income Tax Act with a lock-in period of 3 years. The fund invests in large caps stocks comprising the NSE 100, BSE 100, Miniratna and Maharatna.
Invest in companies going through stress but are capable of revival and thus trading at a discount to its intrinsic value. The fund inherent moderately high level of risk.
Invest in small companies with low volatility and high liquidity to generate income over the medium to long-term. The fund inherent moderately high level of risk.
Suitable for investors who can assume high risk by investing in equity and related instruments in micro caps.
The fund is a 10 year close-end ELSS with 3-year lock-in. It provides an opportunity to generate te return with tax savings.
The fund invests in equity and related securities listed on foreign stock exchanges to generate a return. The fund inherent high level of risk.
Sundaram offers both open ended and closed ended Income Funds:
The fund intends to optimize returns with preservation of capital, liquidity and low level of risk by investing in money market and debt securities. It is suitable for Large Corporates and Small & Medium Enterprises seeking short term income.
The fund invests in money market and debt securities to provide consistent income with liquidity. It is suitable for Large Corporates and Small & Medium Enterprises looking for short term investment over 1-3 months. The fund assumes moderately low level of risk.
The fund invests in a mix of debt and money market securities issued by Banks, Public Sector Undertakings and Public Financial Institutions. It is suitable for investors with 3-year investment horizon and can assume moderately low level of risk.
The fund intends to generate high accrual income than liquid funds by investing in fixed income securities. The fund is suitable for investors with investment horizon of 3 months & above and can assume moderate level of risk.
The fund provides regular income by investing in highly rated corporate bonds, Bank CD, Money Market instruments and GSec/ SDL, which can be received as dividend or reinvested at the option of the investor. The fund is suitable for investors with investment horizon of 9 months & above and can assume moderately low level of risk.
The fund intends to generate return by primarily investing in AAA rated corporate bonds and provides stable returns over the medium to long term. The fund assumes moderate level of risk.
The investment is suitable for investors seeking accrual income and capital appreciation over medium to long term by investing in Government Securities/State Development loans and Corporate Bonds/Money Market instruments. The suggested investment horizon is 3 years & above.
The fund seeks capital appreciation by investing in Government Securities. The fund assumes moderate level of risk with suggested investment horizon of 3 years & above.
The fund generates income by investing in “Highest / High” rated Money market Instruments, Corporate bonds and Gsecs. The fund has moderate level of risk.
The fund generates income by investing in a mix of Fixed income securities and Equities (upto 30%) for capital appreciation over a period of medium to long term. The fund assumes moderately high level of risk with the investment horizon of 3 years & above.
Schemes offered under this category have fixed maturity date. The funds under this category has moderate to moderately high level of risk. Funds offered by Sundaram are:
Investors can plan their monthly SIP using the calculator provided by Sundaram Mutual Fund. It helps investors to determine the future value of the investment by using monthly SIP, term of investment and expected return.
Similar to SIP Calculator, Investors can plan their retirement savings based on factors like Fund required at retirement, current & plan retire age, expected inflation & rate of return and current savings.
The Factsheet is published every month and publish on TATA Mutual Fund site. This gives the monthly update on mutual fund performance and portfolio. The Fact Sheet is a dashboard of each fund under AMC. The Fact Sheet includes details about Fund Type, Fund Manager, Investment Objectives, Industry-wise Classification, MF Portfolio, Active Stock Allocation, Market Capitalization, Dividend History, Performance Analysis, fund facts and much more useful information.
The Sundaram latest and consolidated Mutual Fund Fact Sheet Report is available online and can be downloaded from the download section - Download Factsheet
In this section we have just divide the Sundaram Mutual Fund scheme by category, you can click on category link to explore more about each scheme. Complete details of each scheme, latest NAV, performance are available on relevant pages.
|AMC||Category||Number of Funds|
|Sundaram Mutual Fund||Other Scheme - Index Funds||2|
|Sundaram Mutual Fund||Other Scheme - FoF Overseas||2|
|Sundaram Mutual Fund||Income||22|
|Sundaram Mutual Fund||Hybrid Scheme - Equity Savings||2|
|Sundaram Mutual Fund||Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage||2|
|Sundaram Mutual Fund||Hybrid Scheme - Conservative Hybrid Fund||2|
|Sundaram Mutual Fund||Hybrid Scheme - Balanced Hybrid Fund||2|
|Sundaram Mutual Fund||Hybrid Scheme - Arbitrage Fund||1|
|Sundaram Mutual Fund||Growth||37|
|Sundaram Mutual Fund||Equity Scheme - Small Cap Fund||2|
|Sundaram Mutual Fund||Equity Scheme - Sectoral/ Thematic||5|
|Sundaram Mutual Fund||Equity Scheme - Multi Cap Fund||4|
|Sundaram Mutual Fund||Equity Scheme - Mid Cap Fund||2|
|Sundaram Mutual Fund||Equity Scheme - Large Cap Fund||2|
|Sundaram Mutual Fund||Equity Scheme - Large & Mid Cap Fund||2|
|Sundaram Mutual Fund||Equity Scheme - Focussed Fund||1|
|Sundaram Mutual Fund||Equity Scheme - Focused Fund||1|
|Sundaram Mutual Fund||Equity Scheme - ELSS||2|
|Sundaram Mutual Fund||ELSS||9|
|Sundaram Mutual Fund||Debt Scheme - Ultra Short Duration Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Short Duration Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Overnight Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Money Market Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Medium Duration Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Low Duration Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Liquid Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Credit Risk Fund||1|
|Sundaram Mutual Fund||Debt Scheme - Corporate Bond Fund||2|
|Sundaram Mutual Fund||Debt Scheme - Banking and PSU Fund||2|
Existing Investors can transact online after obtaining a login password by executing an IPIN agreement. New Investor can also generate Online Folio using some basic information like Aadhaar No, Bank details. Investors can also request statement through the website.
The online options to transact is available on the home page of Sundaram Mutual Fund: https://www.sundarammutual.com/Home#
The application for purchase/redemption of schemes can be submitted at branches of Sundaram Asset Management, the Registrar and at Investor Service Centres of the registrar. The details of centres can be obtained from any of the Scheme Information Document.
Sundaram Mutual Fund is an official mobile app for MF investors that provide easy access to connect and avail some of the services. The existing investor with I-PIN can login the app using the user ID and password. Investors without I-PIN can register and create User ID and password with the help of OTP. Mobile App can be used for the following services:
The mobile app can be downloaded from the following link:
All financial and non-financial transactions of the Sundaram MF can be done through MFU either electronically via the online transaction portal of MFU www.mfuonline.com or physically through the authorized Points of Service (POS) designated by MFUI. The Online transaction Portal of MFU and the POS locations of MFUI will be in addition to the Official Point of Acceptance (OPA) of the AMC.
|Year||Folio Count||Folio Count difference from last year||Complaint Count||Complaint %|
|2018-2019||1791838||113563 (6.77 %)||1124||0.06%|
|2017-2018||1678275||247511 (17.3 %)||1715||0.1%|
|2016-2017||1430764||156737 (12.3 %)||1256||0.09%|
|2015-2016||1274027||71726 (5.97 %)||1445||0.11%|
|2014-2015||1202301||-94003 (-7.25 %)||2249||0.19%|
|2013-2014||1296304||-337310 (-20.65 %)||2508||0.19%|
|2012-2013||1633614||-358016 (-17.98 %)||2052||0.13%|
|2011-2012||1991630||-231635 (-10.42 %)||1334||0.07%|
|2010-2011||2223265||2223265 ( %)||3817||0.17%|
Sundaram Mutual Fund - Active Customer/Folio Count and Complaints table give you company performance in term of growth and customer satisfaction in term of complaints count and complaints % with respective of total folio.
Sundaram Mutual Fund is a part of the larger group Sundaram Finance Limited Group, known for its values and innovative thinking. A robust Fund Management Team of Sundaram Mutual Fund has a track record to form a portfolio with stocks of “Tomorrow’s Winners” in the mid and small segment. For fixed income funds, the team stress on the credit quality of the portfolio. The transparency of investment process makes it a popular name among the investors.
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