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 : NA
CIO : Mr. Dwijendra Srivastava, Mr. RAVI GOPALAKRISHNAN
Compliance Officer : Mr Ajith Kumar
Investor Service Officer : Mr. Dhiren H Thakker
Assets Managed : ₹ 42,566.07 crore (as on 31-Mar-2023)

Other Details

Auditors : R.G.N.PRICE & CO
Custodians : HDFC Bank, HSBC, Standard Chartered Bank
Registrars : KFin Technologies Ltd.
Website : www.sundarammutual.com

Address : Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Telephone Nos : 044-28583362/3367
Fax Nos : 044-2858 3156
E-mail : dhirent@sundarammutual.com

Schemes Managed

Scheme Name	Crisil Rank	Category	Risk	3Y Return (%)	AUM (Cr) (₹)
Sundaram Mid Cap Fund - Growth	3	Mid Cap Fund	Very High	28.91	7,217.45
Sundaram Mid Cap Fund - Direct Plan - Growth	3	Mid Cap Fund	Very High	30.01	7,217.45
Sundaram Large and Mid Cap Fund - Direct Plan - Growth	3	Large & Mid Cap Fund	Very High	27.00	5,024.03
Sundaram Large and Mid Cap Fund - Growth	3	Large & Mid Cap Fund	Very High	25.45	5,024.03
Sundaram Liquid Fund - Growth	4	Liquid Fund	Moderate	4.24	3,995.44
Sundaram Liquid Fund - Direct Plan - Growth	4	Liquid Fund	Moderate	4.35	3,995.44
Sundaram Aggressive Hybrid Fund - Direct Plan - Growth	3	Aggressive Hybrid Fund	Very High	21.00	3,073.48
Sundaram Aggressive Hybrid Fund - Growth	3	Aggressive Hybrid Fund	Very High	19.52	3,073.48
Sundaram Large Cap Fund - Regular Plan - Growth	3	Large Cap Fund	Very High	0.00	2,915.05
Sundaram Large Cap Fund - Direct Plan - Growth	3	Large Cap Fund	Very High	0.00	2,915.05
Sundaram Services Fund - Growth	NA	Sectoral/Thematic	Very High	29.72	2,393.28
Sundaram Services Fund - Growth	NA	Sectoral/Thematic	Very High	23.50	2,393.28
Sundaram Services Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High	31.45	2,393.28
Sundaram Small Cap Fund - Growth	4	Small Cap Fund	Moderate	40.32	2,067.81
Sundaram Small Cap Fund - Direct Plan - Growth	4	Small Cap Fund	Moderate	41.86	2,067.81
Sundaram Flexi Cap Fund - Regular Plan - Growth	NA	Flexi Cap Fund	Very High	0.00	1,913.61
Sundaram Flexi Cap Fund - Direct Plan - Growth	NA	Flexi Cap Fund	Very High	0.00	1,913.61
Sundaram Multi Cap Fund - Direct Plan - Growth	4	Multi Cap Fund	Very High	28.31	1,850.73
Sundaram Multi Cap Fund - Growth	4	Multi Cap Fund	Very High	27.10	1,850.73
Sundaram Ultra Short Duration Fund - Growth	3	Ultra Short Duration Fund	Moderate	3.64	1,638.89
Sundaram Ultra Short Duration Fund - Direct Plan - Growth	2	Ultra Short Duration Fund	Moderate	4.68	1,638.89
Sundaram Diversified Equity Fund - Growth	4	ELSS	Very High	25.66	1,621.81
Sundaram Diversified Equity Fund - Direct Plan - Growth	5	ELSS	Very High	26.33	1,621.81
Sundaram Balanced Advantage Fund - Direct Plan - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High	11.81	1,551.43
Sundaram Balanced Advantage Fund - Growth	NA	Dynamic Asset Allocation or Balanced Advantage	High	10.09	1,551.43
Sundaram Consumption Fund - Growth	1	Sectoral/Thematic	Very High	22.21	1,123.60
Sundaram Consumption Fund - Direct Plan - Growth	1	Sectoral/Thematic	Very High	23.28	1,123.60
Sundaram Overnight Fund - Direct Plan - Growth	NA	Overnight Fund	Low	4.10	1,003.32
Sundaram Overnight Fund - Regular Plan - Growth	NA	Overnight Fund	Low	4.00	1,003.32
Sundaram Tax Saving Fund - Growth	3	ELSS	Very High	25.90	966.64
Sundaram Tax Saving Fund - Direct Plan - Growth	3	ELSS	Very High	26.60	966.64
Sundaram Corporate Bond Fund - Growth	1	Corporate Bond Fund	Moderately High	5.27	889.53
Sundaram Corporate Bond Fund - Direct Plan Growth	2	Corporate Bond Fund	Moderately High	5.52	889.53
Sundaram Focused Fund - Direct Plan - Growth	3	Focused Fund	Very High	24.38	808.92
Sundaram Focused Fund - Growth	3	Focused Fund	Very High	23.14	808.92
Sundaram Financial Services Opportunities Fund - Growth	NA	Sectoral/Thematic	Very High	27.35	658.64
Sundaram Financial Services Opportunities Fund - Institutional - Growth	NA	Sectoral/Thematic	Very High	29.21	658.64
Sundaram Financial Services Opportunities Fund - Direct Plan - Growth	NA	Sectoral/Thematic	Very High	29.21	658.64
Sundaram Infrastructure Advantage Fund - Direct Plan - Growth	3	Sectoral/Thematic	Very High	32.72	624.85
Sundaram Infrastructure Advantage Fund - Growth	3	Sectoral/Thematic	Very High	32.05	624.85
Sundaram Banking & PSU Debt Fund - Retail - Growth	4	Banking and PSU Fund	Moderate	4.27	458.93
Sundaram Banking & PSU Debt Fund - INSTITUTIONAL - Growth	4	Banking and PSU Fund	Moderate	4.28	458.93
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth	5	Banking and PSU Fund	Moderate	4.44	458.93
Sundaram Equity Savings Fund - Growth Accumulation Plan	5	Equity Savings	Moderate	14.64	422.89
Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan	NA	Equity Savings	Moderate	16.43	422.89
Sundaram Dividend Yield Fund - Direct Plan - Growth	NA	Dividend Yield Fund	Very High	24.53	420.07
Sundaram Dividend Yield Fund - Growth	3	Dividend Yield Fund	Very High	23.61	420.07
Sundaram Low Duration Fund - Growth	3	Low Duration Fund	Moderate	6.25	383.98
Sundaram Low Duration Fund - Direct Plan - Growth	3	Low Duration Fund	Moderate	6.81	383.98
Sundaram Emerging Small Cap - Series 4 - Growth	NA	Small Cap Fund	Moderately High	38.72	209.29
Sundaram Emerging Small Cap - Series 4 - Growth	NA	Small Cap Fund	Moderately High	39.24	209.29
Sundaram Emerging Small Cap - Series 4 - Direct Plan - Growth	NA	Small Cap Fund	Moderately High	39.55	209.29
Sundaram Short Duration Fund - Growth	3	Short Duration Fund	Moderate	7.27	190.01
Sundaram Short Duration Fund - Direct Plan - Growth	4	Short Duration Fund	Moderate	7.80	190.01
Sundaram Emerging Small Cap - Series 7 - Growth	NA	Small Cap Fund	Very High	37.30	149.26
Sundaram Emerging Small Cap - Series 7 - Direct Plan - Growth	NA	Small Cap Fund	Very High	37.87	149.26
Sundaram Multi Cap Fund Series I - Growth	NA	Multi Cap Fund	Very High	21.42	146.08
Sundaram Multi Cap Fund Series I - Direct Plan - Growth	NA	Multi Cap Fund	Very High	22.11	146.08
Sundaram Global Brand Fund - Growth	NA	Fund of Funds	Very High	11.48	122.69
Sundaram Global Brand Fund - Direct Plan - Growth	NA	Fund of Funds	Very High	12.59	122.69
Sundaram Money Market Fund - Direct Plan - Growth	NA	Money Market Fund	Low to Moderate	4.54	94.16
Sundaram Money Market Fund - Growth	NA	Money Market Fund	Low to Moderate	4.45	94.16
Sundaram Multi Cap Fund Series II - Growth	NA	Multi Cap Fund	Very High	22.30	86.89
Sundaram Multi Cap Fund Series II - Direct Plan - Growth	NA	Multi Cap Fund	Very High	22.99	86.89
Sundaram Emerging Small Cap - Series 5 - Growth	NA	Small Cap Fund	High	41.09	82.48
Sundaram Emerging Small Cap - Series 5 - Direct Plan - Growth	NA	Small Cap Fund	High	41.88	82.48
Sundaram Arbitrage Fund - Regular Plan - Growth	5	Arbitrage Fund	Low to Moderate	3.19	74.33
Sundaram Arbitrage Fund - Direct Plan - Growth	5	Arbitrage Fund	Low to Moderate	3.71	74.33
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High	46.34	66.44
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High	35.87	66.44
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Direct Plan - Growth	NA	ELSS	Very High	46.58	66.44
Sundaram Nifty 100 Equal Weight Fund - Direct Plan - Growth	NA	Index Funds/ETFs	Very High	24.13	55.11
Sundaram Nifty 100 Equal Weight Fund - Growth	3	Index Funds/ETFs	Very High	23.68	55.11
Sundaram Medium Term Bond Fund - Growth	3	Medium Duration Fund	Moderate	3.21	45.70
Sundaram Medium Term Bond Fund - Institutional - Growth	NA	Medium Duration Fund	Moderate	3.20	45.70
Sundaram Medium Term Bond Fund - Direct Plan - Growth	3	Medium Duration Fund	Moderate	4.19	45.70
Sundaram Emerging Small Cap - Series 6 - Growth	NA	Small Cap Fund	Very High	42.19	43.55
Sundaram Emerging Small Cap - Series 6 - Direct Plan - Growth	NA	Small Cap Fund	Very High	42.98	43.55
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Regular Plan - Growth	NA	ELSS	Very High	49.41	33.45
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Direct Plan - Growth	NA	ELSS	Very High	49.77	33.45
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth	NA	ELSS	Very High	47.53	33.16
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth	NA	ELSS	Very High	34.64	33.16
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan - Growth	NA	ELSS	Very High	47.68	33.16
Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth	NA	ELSS	Very High	47.63	30.21
Sundaram Long Term Tax Advantage Fund - Series III - Direct Plan - Growth	NA	ELSS	Very High	47.95	30.21
Sundaram Debt Oriented Hybrid Fund - Growth	5	Conservative Hybrid Fund	Moderately High	9.73	29.38
Sundaram Debt Oriented Hybrid Fund - Direct Plan - Growth	5	Conservative Hybrid Fund	Moderately High	10.66	29.38
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Regular Plan - Growth	NA	ELSS	Very High	46.87	28.08
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Direct Plan - Growth	NA	ELSS	Very High	47.23	28.08
Sundaram Long Term Tax Advantage Fund - Series IV - Growth	NA	ELSS	Very High	45.17	19.71
Sundaram Long Term Tax Advantage Fund - Series IV - Direct Plan - Growth	NA	ELSS	Very High	45.52	19.71
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth	NA	ELSS	Very High	27.56	17.32
Sundaram Long Term Tax Advantage Fund - Series I - Direct Plan - Growth	NA	ELSS	Very High	27.63	17.32
Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - Growth	NA	ELSS	Very High	26.85	10.99
Sundaram Long Term Tax Advantage Fund - Series II - Direct Plan - Growth	NA	ELSS	Very High	27.09	10.99

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Sundaram Mutual Fund

Key Information

Other Details

Schemes Managed