Sundaram Asset Management Company Ltd., the entity behind Sundaram Mutual Funds, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most renowned financial institutions. With over 20 years of fund management experience, Sundaram AMC was founded in 1996, initially co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius). The company has a history marked by several acquisitions and changes in ownership. Sundaram Finance Ltd., its parent company, was established in 1954 with the initial goal of providing financing for passenger and commercial vehicles. It started with a paid-up capital of just ₹2 lakh. Over time, Sundaram Finance expanded its operations, going public in 1972, and ventured into areas like mutual funds, general insurance, and home and auto financing, becoming one of India’s major financial institutions with over ₹28,000 crore in assets and annual revenues of ₹5,000 crore. Sundaram AMC was created to separate Sundaram's mutual fund business from its core financing operations. Originally co-sponsored by the Newton group, Sundaram later acquired Newton's stake after it was bought by Mellon Financial Corporation in 2002. Another notable partnership was with BNP Paribas Asset Management (BNP PAM), which acquired a 49.9% stake in Sundaram AMC in 2006. However, the joint venture ended in 2010 when BNP PAM had to divest due to its acquisition of the Fortis group, as regulations prevent a company from promoting more than one mutual fund. Since then, Sundaram AMC has been fully owned by Sundaram Finance Ltd. Sundaram AMC offers a wide range of mutual funds across equity, debt, liquid, and fixed income categories. Its 21-member investment team, including fund managers, analysts, and economists, ensures high-quality service. With a strong retail presence and a loyal customer base, Sundaram AMC manages total assets of ₹56,666.81 crore, having grown at a CAGR of 17% over the past nine years. The company ranks 18th in the asset management industry and operates through 94 branches and 305 distributors. Sundaram Mutual Fund has handled over 5.6 million client folios over its history, with 13.69 million active folios as of FY18. It boasts an extensive distribution network of over 35,000 distributors. Notably, Sundaram AMC was the first to launch mutual funds focused on niche areas like Leadership, Rural India, Capex, Mid-cap, and Micro-cap sectors. Headquartered in Chennai, Sundaram Mutual Fund emphasizes customer satisfaction, supported by 93 customer care centers across India. Additionally, it has an asset management subsidiary in Singapore and a branch office in Dubai.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
Sundaram Mid Cap - Direct Plan - Growth Option
3
29.54%
24.58%
₹12425.29 Cr
Sundaram Infrastructure Advantage Fund Direct Growth
2
23.00%
21.07%
₹989.32 Cr
Sundaram Consumption Fund Direct Plan - Growth Option
NA
21.12%
19.86%
₹1585.66 Cr
Sundaram Small Cap Fund - Direct Plan - Growth Option
2
18.37%
19.78%
₹3424.27 Cr
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
5
7.81%
17.75%
₹1449.84 Cr
Sundaram Dividend Yield Fund - Direct Plan - Growth Option
NA
15.69%
16.72%
₹941.28 Cr
Sundaram Services Direct Growth
NA
18.86%
16.66%
₹3907.08 Cr
Sundaram Multi Cap Fund-Direct Plan - Option
3
19.36%
15.96%
₹2760.83 Cr
Sundaram large and Mid Cap - Direct Plan - Growth Option
3
20.62%
15.15%
₹6917.83 Cr
Sundaram Nifty 100 Equal Wgt Dir Gr
NA
15.42%
14.74%
₹97.27 Cr
Sundaram ELSS Tax Saver Fund Direct Plan - Growth
3
15.92%
14.14%
₹1355.89 Cr
Sundaram Focused Fund- Direct Plan - Growth Option
4
17.00%
13.37%
₹1118.04 Cr
Sundaram Aggressive Hybrid Fund Direct Plan Growth
4
17.64%
12.85%
₹5469.35 Cr
Sundaram Diversified Equity - Direct Plan - Growth Option
2
12.44%
12.68%
₹1558.02 Cr
Sundaram Large Cap Fund Dir Gr
3
12.10%
12.50%
₹3452.33 Cr
Sundaram Equity Savings - Direct Plan - Growth Option
5
14.13%
12.09%
₹1004.76 Cr
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
3
13.78%
11.99%
₹1539.68 Cr
Sundaram Global Brand Fund Direct Plan Growth Option
NA
17.29%
9.12%
₹114.82 Cr
Sundaram Conservative Hybrid Fund - Direct Plan - Growth Option
4
9.27%
7.52%
₹27.65 Cr
Sundaram Low Duration Fund Direct Plan Growth Option
2
8.01%
6.77%
₹440.68 Cr
Mutual fund name
Sundaram Mutual Fund
Asset Management Company Name
Sundaram Asset Management Company Ltd
AMC Setup Date
24-Aug-1996
AMC Incorporation Date
26-Feb-1996
Sponsor Name
Sundaram Finance Limited
Trustee Organisation
Sundaram Trustee Company Ltd
CIO
Mr. Dwijendra Srivastava, Mr. RAVI GOPALAKRISHNAN
MD & CEO
Mr. Anand Radhakrishnan
Compliance Officer
Mr Ajith Kumar
To invest in sundaram mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
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Step 2 : Sign up / Log in
Sign up by providing your phone number and completing the basic registration process.
If you already have an account, simply log in.
Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for sundaram mutual funds Mutual Funds
Once your KYC is done, search for the sundaram mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under sundaram mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your sundaram mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Bharath S.
Bharath S. is Head Equities at Sundaram Asset Management Company. He has over two decades of experience in the industry across Equity Research and Fund Management. Bharath joined Sundaram Asset Management Company in August 2004 as a Research Analyst. He moved into active fund management of hybrid funds in 2012 and has also been managing other open-ended schemes from January 2013. Prior to joining Sundaram Asset Management Company, Bharath worked at Navia Markets as an Analyst. He manages Sundaram Mid Cap Fund*, Sundaram Large & Mid Cap Fund*, Sundaram Focused Fund*, Sundaram Large Cap Fund*, Sundaram Flexi Cap Fund*, Sundaram Aggressive Hybrid Fund (Equity Portion)*, Sundaram Balanced Advantage Fund* (Equity Portion), Sundaram Services Fund*, Sundaram Conservative Hybrid Fund* (Equity Portion). Bharath holds an MBA from Thiagarajar School of Management, Madurai and is a certified FRM and a Cost Accountant.
Ratish B Varier
Ratish B Varier is Fund Manager - Equity at Sundaram Asset Management Company. He has 18 years of experience in Equity Fund Management. Ratish joined Sundaram Asset Management Company in November 2018. He was a initially a part of the Sundaram Alternates business where he managed small and micro caps under the PMS vertical, a nano cap AIF and some advisory mandates. He moved back to Sundaram Asset Management Company in June 2020. Prior to joining us, he was a part of the core team at Mahindra Asset Management, and Reliance Life Insurance Company Limited managing equities across the cap curves, and ICAP Ltd. He manages Sundaram Dividend Yield Fund*, Sundaram Consumption Fund*, Sundaram Mid Cap Fund*, Sundaram Multi Cap Fund*, Sundaram Infrastructure Advantage Fund and Sundaram Business Cycle Fund*. He is a B.Com. graduate and holds an MBA in Finance. He is also Post Graduate in Investment Analysis as Certified Portfolio Manager.
Rohit Seksaria
Rohit Seksaria is Fund Manager - Equity at Sundaram Asset Management Company. He joined the company in January 2017. He has a rich experience spanning over 21 years in Equity Research and Fund Management. His prior experience includes launching and managing an India focused fund and working with Asian hedge funds like Progress Capital and Matchpoint in Singapore and Hong Kong, respectively. Prior to that he headed Crisil Irevna, a research services company. He manages Sundaram Small Cap Fund, Sundaram Services Fund*, Sundaram Financial Services Opportunities Fund*, Sundaram Arbitrage Fund*, Sundaram Nifty 100 Equal Weight Fund*, Sundaram Multi Asset Allocation Fund*, Sundaram Long Term Tax Advantage Series I - IV*, Sundaram Long Term Micro Cap Tax Advantage Series III - VI*, Sundaram ELSS Tax Saver Fund*, Sundaram Diversified Equity* (suspended for inflows) and Sundaram Equity Savings (Equity Portion)*. He holds an MBA from IIM Ahmedabad and is a rank holding Chartered Accountant (ICAI) and Company Secretary (ICSI).
Sudhir Kedia
Sudhir Kedia has a rich experience of over 17 years in fund management and equity research. During his career he has managed various multicap schemes across cap curves. Prior to Sundaram Asset Management Company, he worked with Principal India Mutual Fund, Mirae Asset Global Investments and ASK Investment Managers. He currently manages Sundaram Multi Cap Fund*, Sundaram Flexi Cap Fund*, Sundaram ELSS Tax Saver Fund*, Sundaram Diversified Equity***, and Sundaram Equity Savings Fund**. He also oversees some close ended schemes such as Sundaram Long Term Tax Advantage Series I - IV* and Sundaram Long Term Micro Cap Tax Advantage Series III - VI*. He is a Chartered Accountant, Cost and Works Accountant and an MBA.
Ashish Aggarwal
Ashish Aggarwal has over 19 years of experience across the buy-side and sell-side research. He has earlier worked with Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities and Antique Stock Broking and Antique Stock Broking. He manages Sundaram Infrastructure Advantage Fund*, Sundaram Large & Mid Cap Fund*, Sundaram Dividend Yield Fund*, Sundaram Financial Services Opportunities Fund*, Sundaram Arbitrage Fund*, Sundaram Nifty 100 Equal Weight Fund* and Sundaram Conservative Hybrid Fund*. He holds a PGPM from Infinity Business School, and a Bachelors in Mechanical Engineering from Delhi College of Engineering.
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