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Sundaram Mutual Fund

Sundaram AMC is a fully owned subsidiary of NBFCs – Sundaram Finance Limited (SFL), and it was set up on 26 February 1996. Sundaram AMC, jointly promoted and managed by Sundaram Finance Ltd. and Stewart Newton Holdings (Mauritius) Limited, provides investment plans in a range of products in equity, fixed income, and liquid funds.

 

The AMC is sponsored by Sundaram Finance & Newton Group in 1996, from which Newton exited in 2002. BNP Paribas Asset Management (BNPP AM) then became a partner in 2006 and 2010, the parent company of BNP Paribas Asset Management, as part of a global acquisition, acquired the Fortis Group.

 

Thus, Sundaram Finance has fully bought out BNP Paribas’s stake and has taken 100% charge of the business. Sundaram Mutual Fund has considered one of the most prestigious names in Indian business and is registered with SEBI vide Registration No. MF/034/97/2, and is a trust set up under the provisions of the Indian Trust Act.

 

As of 31-Mar-2021, its summary of Schemes includes 226 schemes, bifurcated into Arbitrage Funds (3) | Balanced (14) | Equity (89) | Fixed Maturity Plans (10) | Global Funds (2) | Income Funds (18) | Liquid Funds (32) | Short Term Income Funds (8) | Ultra Short Term Funds (24) | with a huge corpus under the management of Rs. 32051.9687 crores.

 

The AMC has experience of more than 20 years, with about 3.3 million investors and an overall 23 years of expertise. It has become one of the largest financial institutions in India. This is one of the leading and most popular providers of efficient services and supports systems to investors with an array of beneficial mutual funds which yield high returns and tend to keep the money of the investor safe and secure.

List of Sundaram Mutual Fund in India

Fund Category Risk 1Y Returns Ratings Fund size ( in Cr)
Equity Very High Risk 38.04938
SIP Investment Strategies 5
₹759.309585
Allocation Moderate Risk 13.29409
SIP Investment Strategies 4
₹498.903466
Equity Very High Risk 22.58593
SIP Investment Strategies 4
₹1051.22429
Equity Very High Risk 35.90026
SIP Investment Strategies 4
₹759.309585
Equity Very High Risk 37.29264
SIP Investment Strategies 4
₹759.309585
Fixed Income Moderate Risk 5.86818
SIP Investment Strategies 4
₹891.99834
Equity Very High Risk -6.48877
SIP Investment Strategies 4
₹1223.16536
Equity Very High Risk -6.48877
SIP Investment Strategies 4
₹1223.16536
Equity Very High Risk 37.29264
SIP Investment Strategies 4
₹759.309585
Equity Very High Risk 67.70569
SIP Investment Strategies 3
₹2342.49983
Equity Very High Risk 67.63214
SIP Investment Strategies 3
₹2342.49983
Equity Very High Risk 61.9087
SIP Investment Strategies 3
₹2342.49983
Fixed Income Moderate Risk 6.64885
SIP Investment Strategies 3
₹194.095221
Fixed Income Moderate Risk -
SIP Investment Strategies 3
₹891.99834
Fixed Income Moderate Risk 5.8608
SIP Investment Strategies 3
₹891.99834
Fixed Income Moderate Risk 5.86718
SIP Investment Strategies 3
₹891.99834
Fixed Income Low to Moderate Risk 6.59195
SIP Investment Strategies 3
₹94.8240152
Fixed Income Low to Moderate Risk 6.59195
SIP Investment Strategies 3
₹94.8240152
Fixed Income Low to Moderate Risk 6.73446
SIP Investment Strategies 3
₹94.8240152
Fixed Income Low to Moderate Risk 6.5385
SIP Investment Strategies 3
₹94.8240152
Fixed Income Moderate Risk 5.8608
SIP Investment Strategies 3
₹891.99834
Fixed Income Moderate Risk 5.86718
SIP Investment Strategies 3
₹891.99834
Fixed Income Low to Moderate Risk 1.84547
SIP Investment Strategies 3
₹710.886
Fixed Income Moderate Risk 5.28129
SIP Investment Strategies 3
₹45.3404747
Allocation High Risk 16.7728
SIP Investment Strategies 3
₹3307.21853
Equity Very High Risk 30.15367
SIP Investment Strategies 3
₹127.085388
Equity Very High Risk 30.15396
SIP Investment Strategies 3
₹127.085388
Equity Very High Risk 25.47436
SIP Investment Strategies 3
₹876.225799
Equity Very High Risk 20.71333
SIP Investment Strategies 3
₹1985.69955
Fixed Income Moderate Risk 5.28235
SIP Investment Strategies 3
₹45.3404747
Fixed Income Moderate Risk 5.28142
SIP Investment Strategies 3
₹45.3404747
Fixed Income Low to Moderate Risk 5.58354
SIP Investment Strategies 3
₹710.886
Fixed Income Low to Moderate Risk 6.53673
SIP Investment Strategies 3
₹94.8240152
Fixed Income Low to Moderate Risk 6.53673
SIP Investment Strategies 3
₹94.8240152
Equity Very High Risk 21.51758
SIP Investment Strategies 3
₹495.033884
Fixed Income Low to Moderate Risk 6.5522
SIP Investment Strategies 3
₹94.8240152
Fixed Income Moderate Risk 5.84957
SIP Investment Strategies 3
₹891.99834
Allocation Moderately High risk 9.55584
SIP Investment Strategies 3
₹29.6423605
Allocation Moderately High risk 9.54877
SIP Investment Strategies 3
₹29.6423605
Equity Very High Risk 22.1637
SIP Investment Strategies 3
₹5371.17995
Allocation Moderately High risk 9.48935
SIP Investment Strategies 3
₹29.6423605
Fixed Income Moderate Risk 5.82988
SIP Investment Strategies 3
₹891.99834
Fixed Income Moderate Risk 5.82988
SIP Investment Strategies 3
₹891.99834
Allocation Moderately High risk 9.54877
SIP Investment Strategies 3
₹29.6423605
Allocation Moderately High risk 9.55584
SIP Investment Strategies 3
₹29.6423605
Allocation Moderately High risk 9.48935
SIP Investment Strategies 3
₹29.6423605
Allocation Moderately High risk 9.55962
SIP Investment Strategies 3
₹29.6423605
Equity Very High Risk 22.61498
SIP Investment Strategies 3
₹1223.16536
Fixed Income Moderate Risk 5.84957
SIP Investment Strategies 3
₹891.99834
Equity Very High Risk 23.09074
SIP Investment Strategies 2
₹1682.51048
Equity Very High Risk 27.75093
SIP Investment Strategies 2
₹7975.51224
Equity Very High Risk 27.13151
SIP Investment Strategies 2
₹7975.51224
Equity Very High Risk 28.9944
SIP Investment Strategies 2
₹673.578427
Fixed Income Moderate Risk 5.26699
SIP Investment Strategies 2
₹45.3404747
Fixed Income Moderate Risk 5.28142
SIP Investment Strategies 2
₹45.3404747
Fixed Income Moderate Risk 3.85197
SIP Investment Strategies 2
₹403.451497
Allocation High Risk 14.75897
SIP Investment Strategies 2
₹1552.62498
Equity Very High Risk 28.9944
SIP Investment Strategies 2
₹673.578427
Fixed Income Moderate Risk 4.07203
SIP Investment Strategies 2
₹194.095221
Fixed Income Moderate Risk 3.83116
SIP Investment Strategies 2
₹403.451497
Money Market Moderate Risk 6.47604
SIP Investment Strategies 2
₹3621.54927
Fixed Income Moderate Risk 5.28142
SIP Investment Strategies 2
₹45.3404747
Fixed Income Moderate Risk 5.26699
SIP Investment Strategies 2
₹45.3404747
Equity Very High Risk 18.88872
SIP Investment Strategies 2
₹59.0071557
Equity Very High Risk 18.23049
SIP Investment Strategies 2
₹59.0071557
Equity Very High Risk 38.60073
SIP Investment Strategies 2
₹7975.51224
Equity Very High Risk 38.60198
SIP Investment Strategies 2
₹7975.51224
Fixed Income Moderate Risk 4.07203
SIP Investment Strategies 2
₹194.095221
Fixed Income Moderate Risk 6.13491
SIP Investment Strategies 2
₹403.451497
Allocation High Risk 14.75897
SIP Investment Strategies 2
₹1552.62498
Fixed Income Moderate Risk 4.32825
SIP Investment Strategies 2
₹403.451497
Allocation High Risk 14.75897
SIP Investment Strategies 2
₹1552.62498
Allocation High Risk 14.886
SIP Investment Strategies 2
₹1552.62498
Fixed Income Moderate Risk 3.85197
SIP Investment Strategies 2
₹403.451497
Fixed Income Moderate Risk 3.83116
SIP Investment Strategies 2
₹403.451497
Fixed Income Moderate Risk 5.27107
SIP Investment Strategies 2
₹45.3404747
Fixed Income Moderate Risk 4.07203
SIP Investment Strategies 2
₹194.095221
Equity Very High Risk 31.66815
SIP Investment Strategies 2
₹2342.49983
Equity Very High Risk 38.60073
SIP Investment Strategies 2
₹7975.51224
Equity Very High Risk 22.81335
SIP Investment Strategies 2
₹1682.51048
Equity Very High Risk 27.13151
SIP Investment Strategies 2
₹7975.51224
Equity Very High Risk 18.23049
SIP Investment Strategies 2
₹59.0071557
Equity Very High Risk 22.81335
SIP Investment Strategies 2
₹1682.51048
Equity Very High Risk 32.29289
SIP Investment Strategies 2
₹2342.49983
Equity Very High Risk 31.66815
SIP Investment Strategies 2
₹2342.49983
Equity Very High Risk 29.63561
SIP Investment Strategies 2
₹673.578427
Fixed Income Moderate Risk 5.27107
SIP Investment Strategies 2
₹45.3404747
Fixed Income Low to Moderate Risk 3.59351
SIP Investment Strategies 1
₹710.886
Fixed Income Low to Moderate Risk 1.47486
SIP Investment Strategies 1
₹710.886
Fixed Income Low to Moderate Risk 3.59351
SIP Investment Strategies 1
₹710.886
Money Market Moderate Risk 6.45766
SIP Investment Strategies 1
₹3621.54927
Money Market Moderate Risk 6.48892
SIP Investment Strategies 1
₹3621.54927
Money Market Low Risk 5.98377
SIP Investment Strategies 0
₹1184.76758
Money Market Low Risk 3.94578
SIP Investment Strategies 0
₹1184.76758
Money Market Low Risk 6.07391
SIP Investment Strategies 0
₹1184.76758
Money Market Low Risk 6.08112
SIP Investment Strategies 0
₹1184.76758
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹891.99834
Money Market Moderate Risk 6.48874
SIP Investment Strategies 0
₹3621.54927
Money Market Moderate Risk 6.46786
SIP Investment Strategies 0
₹3621.54927
Money Market Low Risk 6.06214
SIP Investment Strategies 0
₹1184.76758
Money Market Low Risk 6.42317
SIP Investment Strategies 0
₹1184.76758
Money Market Moderate Risk 6.48154
SIP Investment Strategies 0
₹3621.54927
Money Market Moderate Risk 6.45766
SIP Investment Strategies 0
₹3621.54927
Alternative Low to Moderate Risk 5.85847
SIP Investment Strategies 0
₹85.3707655
Fixed Income Moderate Risk 5.39581
SIP Investment Strategies 0
₹403.451497
Fixed Income Moderate Risk 5.39581
SIP Investment Strategies 0
₹403.451497
Fixed Income Moderate Risk 6.13455
SIP Investment Strategies 0
₹403.451497
Equity Very High Risk 25.59277
SIP Investment Strategies 0
₹2644.22186
Equity Very High Risk 25.59277
SIP Investment Strategies 0
₹2644.22186
Equity Very High Risk 26.12653
SIP Investment Strategies 0
₹2644.22186
Equity Very High Risk 30.15396
SIP Investment Strategies 0
₹127.085388
Money Market Low Risk -
SIP Investment Strategies 0
₹1184.76758
Money Market Low Risk 6.17822
SIP Investment Strategies 0
₹1184.76758
Fixed Income Moderate Risk 6.64841
SIP Investment Strategies 0
₹194.095221
Money Market Low Risk -
SIP Investment Strategies 0
₹1184.76758
Fixed Income Moderate Risk 4.2153
SIP Investment Strategies 0
₹194.095221
Money Market Low Risk 6.17775
SIP Investment Strategies 0
₹1184.76758
Fixed Income Moderate Risk 1.95071
SIP Investment Strategies 0
₹194.095221
Fixed Income Moderate Risk 1.95071
SIP Investment Strategies 0
₹194.095221
Fixed Income Moderate Risk 1.91698
SIP Investment Strategies 0
₹194.095221
Fixed Income Moderate Risk 1.91698
SIP Investment Strategies 0
₹194.095221
Fixed Income Moderate Risk 4.24845
SIP Investment Strategies 0
₹194.095221
Fixed Income Moderate Risk 4.20718
SIP Investment Strategies 0
₹194.095221
Equity Very High Risk -
SIP Investment Strategies 0
₹2074.38017
Equity Very High Risk -
SIP Investment Strategies 0
₹2074.38017
Alternative Low to Moderate Risk 5.8616
SIP Investment Strategies 0
₹85.3707655
Alternative Low to Moderate Risk 5.85847
SIP Investment Strategies 0
₹85.3707655
Fixed Income Low to Moderate Risk 3.46955
SIP Investment Strategies 0
₹94.8240152
Equity Very High Risk 18.33306
SIP Investment Strategies 0
₹3061.90492

Key Information

Sponsor

Sundaram Finance Limited

Trustee

Sundaram Trustee Company Limited

Investment Manager

Sundaram Asset Management Company Limited

Incorporation Date

February 18, 1996

Setup Date

March 11, 1996

How to invest in Sundaram Mutual Fund with EduFund?

 

  1. Download the EduFund App and set up a FREE investment account.
  2. After setting up the App, click on Invest on your Dashboard.
  3. By clicking, you can start exploring the top mutual funds on the App.
  4. Get the trending mutual funds, risk-wise buckets, class-wise buckets for your kid’s future or search for any fund.
  5. Choose any fund, press on Add to Cart and place an SIP or Lumpsum order for your child’s education goals.
  6. That’s how easy it is to invest in mutual funds with EduFund!
Top Fund Managers

Mr. S. Krishnakumar

CIO - Equity

Mr. Dwijendra Srivastava

CIO - Debt

Mr. Rahul Baijal

Senior Fund Manager - Equity

Mr. Sunil Subramaniam

CEO

Mr. Sandeep Agarwal

Head - Fixed Income

Get answers to your questions

Read some of the frequently-asked questions here

What is Sundaram Mutual Funds? Arrow

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