Sundaram Mutual Fund

Key Information

Mutual Fund : Sundaram Mutual Fund
Setup Date : 24-Aug-1996
Incorporation Date : 26-Feb-1996
Sponsor : Sundaram Finance Limited
Trustee : Sundaram Trustee Company Ltd
Chairman : Mr Harsha Viji

CEO / MD : Mr. Anand Radhakrishnan
CIO : Mr. Dwijendra Srivastava, Mr. RAVI GOPALAKRISHNAN
Compliance Officer : Mr Ajith Kumar
Investor Service Officer : Mr. Baba M J
Assets Managed : ₹ 73,775.94 crore (as on 30-Sep-2025)

Other Details

Auditors : R.G.N. Price & Co
Custodians : HDFC Bank, Standard Chartered Bank
Registrars : KFin Technologies Ltd.
Website : https://www.sundarammutual.com

Address : Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Telephone Nos : 044-28569900
Fax Nos : 044-2858 3156
E-mail : babamj@sundarammutual.com

Schemes Managed

Scheme Name	Crisil Rating	Category	Risk	3Y Return (%)	AUM (Cr) (₹)
Sundaram Mid Cap Fund - Growth	4	Mid Cap Fund	Very High Risk	24.16	13,235.84
Sundaram Mid Cap Fund - Direct Plan - Growth	4	Mid Cap Fund	Very High Risk	25.20	13,235.84
Sundaram Liquid Fund - Direct Plan - Growth	3	Liquid Fund	Low to Moderate Risk	7.10	7,497.62
Sundaram Liquid Fund - Regular Plan - Growth	2	Liquid Fund	Low to Moderate Risk	6.93	7,497.62
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth	2	Aggressive Hybrid Fund	High Risk	13.85	7,332.62
Sundaram Aggressive Hybrid Fund - Growth	2	Aggressive Hybrid Fund	High Risk	12.55	7,332.62
Sundaram Large and Mid Cap Fund - Direct Plan - Growth	3	Large & Mid Cap Fund	Very High Risk	17.53	6,997.72
Sundaram Large and Mid Cap Fund - Growth	3	Large & Mid Cap Fund	Very High Risk	16.27	6,997.72
Sundaram Services Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High Risk	19.21	4,673.56
Sundaram Services Fund - Growth	NA	Sectoral/Thematic	Very High Risk	17.83	4,673.56
Sundaram Services Fund - Growth	NA	Sectoral/Thematic	Very High Risk	11.21	4,673.56
Sundaram Small Cap Fund - Direct Plan - Growth	4	Small Cap Fund	Very High Risk	22.45	3,495.63
Sundaram Small Cap Fund - Growth	3	Small Cap Fund	Very High Risk	21.11	3,495.63
Sundaram Large Cap Fund - Regular Plan - Growth	1	Large Cap Fund	Very High Risk	11.65	3,358.25
Sundaram Large Cap Fund - Direct Plan - Growth	1	Large Cap Fund	Very High Risk	13.11	3,358.25
Sundaram Multi Cap Fund - Direct Plan - Growth	3	Multi Cap Fund	Very High Risk	18.60	2,927.98
Sundaram Multi Cap Fund - Growth	3	Multi Cap Fund	Very High Risk	17.31	2,927.98
Sundaram Multi Asset Allocation Fund - Direct Plan - Growth	NA	Multi Asset Allocation	High Risk	0.00	2,925.07
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth	NA	Multi Asset Allocation	High Risk	0.00	2,925.07
Sundaram Multi Asset Allocation Fund - Regular Plan - Growth	NA	Multi Asset Allocation	High Risk	0.00	2,925.07
Sundaram Ultra Short Duration Fund - Direct Plan - Growth	3	Ultra Short Duration Fund	Moderate Risk	7.51	2,236.60
Sundaram Ultra Short Duration Fund - Growth	2	Ultra Short Duration Fund	Moderate Risk	6.20	2,236.60
Sundaram Flexi Cap Fund - Direct Plan - Growth	4	Flexi Cap Fund	Very High Risk	16.34	2,129.78
Sundaram Flexi Cap Fund - Regular Plan - Growth	3	Flexi Cap Fund	Very High Risk	14.57	2,129.78
Sundaram Money Market Fund - Growth	4	Money Market Fund	Low to Moderate Risk	7.32	1,987.88
Sundaram Money Market Fund - Direct Plan - Growth	3	Money Market Fund	Low to Moderate Risk	7.43	1,987.88
Sundaram Business Cycle Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High Risk	0.00	1,845.00
Sundaram Business Cycle Fund - Regular Plan - Growth	NA	Sectoral/Thematic	Very High Risk	0.00	1,845.00
Sundaram Balanced Advantage Fund - Direct Plan - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High Risk	12.30	1,727.59
Sundaram Balanced Advantage Fund - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High Risk	10.68	1,727.59
Sundaram Consumption Fund - Growth	5	Sectoral/Thematic	Very High Risk	16.41	1,642.98
Sundaram Consumption Fund - Direct Plan - Growth	5	Sectoral/Thematic	Very High Risk	17.42	1,642.98
Sundaram Financial Services Opportunities Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High Risk	19.95	1,601.05
Sundaram Financial Services Opportunities Fund - Growth	NA	Sectoral/Thematic	Very High Risk	18.26	1,601.05
Sundaram Value Fund - Growth	2	Value Fund	Very High Risk	12.98	1,480.99
Sundaram Value Fund - Direct Plan - Growth	1	Value Fund	Very High Risk	13.59	1,480.99
Sundaram ELSS Tax Saver Fund - Direct Plan - Growth	3	ELSS	Very High Risk	15.50	1,398.23
Sundaram ELSS Tax Saver Fund - Growth	3	ELSS	Very High Risk	14.87	1,398.23
Sundaram Equity Savings Fund - Growth Accumulation Plan	1	Equity Savings	Moderate Risk	11.19	1,171.27
Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan	NA	Equity Savings	Moderate Risk	13.02	1,171.27
Sundaram Focused Fund - Growth	2	Focused Fund	Very High Risk	12.90	1,096.58
Sundaram Focused Fund - Direct Plan - Growth	2	Focused Fund	Very High Risk	14.07	1,096.58
Sundaram Infrastructure Advantage Fund - Direct Plan - Growth	3	Sectoral/Thematic	Very High Risk	22.97	967.77
Sundaram Infrastructure Advantage Fund - Growth	3	Sectoral/Thematic	Very High Risk	22.28	967.77
Sundaram Multi-Factor Fund - Regular Plan - Growth	NA	Sectoral/Thematic	Very High Risk	0.00	955.61
Sundaram Multi-Factor Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High Risk	0.00	955.61
Sundaram Dividend Yield Fund - Direct Plan - Growth	NA	Dividend Yield Fund	Very High Risk	17.62	919.75
Sundaram Dividend Yield Fund - Growth	3	Dividend Yield Fund	Very High Risk	16.15	919.75
Sundaram Corporate Bond Fund - Direct Plan Growth	3	Corporate Bond Fund	Moderate Risk	7.69	770.97
Sundaram Corporate Bond Fund - Growth	4	Corporate Bond Fund	Moderate Risk	7.45	770.97
Sundaram Overnight Fund - Regular Plan - Growth	NA	Overnight Fund	Low Risk	6.33	567.41
Sundaram Overnight Fund - Direct Plan - Growth	NA	Overnight Fund	Low Risk	6.43	567.41
Sundaram Banking & PSU Fund - Direct Plan - Growth	4	Banking and PSU Fund	Moderate Risk	7.75	403.70
Sundaram Banking & PSU Fund - INSTITUTIONAL - Growth	5	Banking and PSU Fund	Moderate Risk	7.61	403.70
Sundaram Low Duration Fund - Direct Plan - Growth	4	Low Duration Fund	Low to Moderate Risk	7.76	397.37
Sundaram Low Duration Fund - Growth	4	Low Duration Fund	Low to Moderate Risk	6.93	397.37
Sundaram Arbitrage Fund - Direct Plan - Growth	3	Arbitrage Fund	Low Risk	7.50	331.15
Sundaram Arbitrage Fund - Regular Plan - Growth	2	Arbitrage Fund	Low Risk	6.77	331.15
Sundaram Short Duration Fund - Direct Plan - Growth	4	Short Duration Fund	Low to Moderate Risk	8.07	193.94
Sundaram Short Duration Fund - Growth	5	Short Duration Fund	Low to Moderate Risk	7.47	193.94
Sundaram Global Brand Theme - Equity Active FOF - Growth	NA	Fund of Funds	Very High Risk	20.89	145.02
Sundaram Global Brand Theme - Equity Active FOF - Direct Plan - Growth	NA	Fund of Funds	Very High Risk	22.04	145.02
Sundaram Nifty 100 Equal Weight Fund - Growth	3	Index Funds/ETFs	Very High Risk	18.11	131.46
Sundaram Nifty 100 Equal Weight Fund - Growth	3	Index Funds/ETFs	Very High Risk	16.74	131.46
Sundaram Nifty 100 Equal Weight Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High Risk	17.30	131.46
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High Risk	24.07	77.52
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High Risk	18.98	77.52
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Direct Plan - Growth	NA	ELSS	Very High Risk	19.20	77.52
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Direct Plan - Growth	NA	ELSS	Very High Risk	19.59	37.19
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Regular Plan - Growth	NA	ELSS	Very High Risk	19.28	37.19
Sundaram Medium Duration Fund - Direct Plan - Growth	3	Medium Duration Fund	Moderate Risk	6.77	37.09
Sundaram Medium Duration Fund - Growth	3	Medium Duration Fund	Moderate Risk	5.86	37.09
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth	NA	ELSS	Very High Risk	19.39	36.56
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan - Growth	NA	ELSS	Very High Risk	19.53	36.56
Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High Risk	19.91	35.11
Sundaram Long Term Tax Advantage Fund - Series III - Direct Plan - Growth	NA	ELSS	Very High Risk	20.13	35.11
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Direct Plan - Growth	NA	ELSS	Very High Risk	19.36	31.18
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Regular Plan - Growth	NA	ELSS	Very High Risk	19.09	31.18
Sundaram Long Term Tax Advantage Fund - Series IV - Growth	NA	ELSS	Very High Risk	20.31	23.11
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - Growth	NA	ELSS	Very High Risk	20.60	23.11
Sundaram Conservative Hybrid Fund - Growth	1	Conservative Hybrid Fund	Moderately High Risk	7.10	20.57
Sundaram Conservative Hybrid Fund - Direct Plan - Growth	1	Conservative Hybrid Fund	Moderately High Risk	8.12	20.57
Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - Growth	NA	ELSS	Very High Risk	14.20	13.33
Sundaram Long Term Tax Advantage Fund - Series II - Direct Plan - Growth	NA	ELSS	Very High Risk	14.45	13.33