Sundaram Mutual Fund
Embark on a journey to financial prosperity with Sundaram Mutual Fund who would act as a steadfast partner in wealth creation
History of Sundaram Mutual Fund
Established in the year 1996, Sundaram Asset Management company manages the needs of investors across all walks of life with different risk, reward, and liquidity preference. They have over 75+ branches all across India, an office in Dubai, and a wholly owned subsidiary in Singapore. They manage assets worth more than 68000+ crores, and have a solid customer base of nearly 4 million.
Vision
Their vision is to redefine wealth creation by fostering a culture of financial empowerment, guided by ethical practices, innovation, and personalized solutions.
Mission
Empowering investors through personalized solutions, transparent practices, and a culture of continuous learning, ensuring a journey of financial growth that stands the test of time.
Awards and Recognition
- Economic Times – Iconic Brands of India 2022
- The Economic Times Best Brands Award (2019)
- The Economic Times Best Brands Award in BFSI for three years (2018, 2019, 2021)
Top 5 Performing Sundaram Mutual Funds by Category
Equity Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Sundaram Select Focus Fund | 31.50% | 40.58% | ₹8,329.12 |
| Sundaram Midcap Fund | 30.55% | 35.72% | ₹4,635.14 |
| Sundaram Large and Mid-Cap Fund | 28.10% | 34.32% | ₹5,205.04 |
| Sundaram Small Cap Fund | 27.00% | 33.82% | ₹3,002.04 |
| Sundaram Equity Savings Fund | 22.30% | 27.52% | ₹4,825.40 |
Debt Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Sundaram Short Duration Fund | 6.50% | 6.53% | ₹847.52 |
| Sundaram Low Duration Fund | 6.30% | 6.14% | ₹3,201.00 |
| Sundaram Corporate Bond Fund | 6.20% | 6.84% | ₹2,105.04 |
| Sundaram Income Advantage Fund | 6.10% | 6.38% | ₹8,602.00 |
| Sundaram Banking & PSU Debt Fund | 6.00% | 6.24% | ₹3,198.98 |
Hybrid Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Sundaram Aggressive Hybrid Fund | 28.40% | 38.77% | ₹3,240.00 |
| Sundaram Balanced Advantage Fund | 24.30% | 32.14% | ₹2,627.84 |
| Sundaram Multi Asset Fund - Balanced 65 | 23.10% | 30.72% | ₹1,553.75 |
| Sundaram Multi Asset Fund - Hybrid 75 | 22.80% | 29.57% | ₹768.23 |
| Sundaram Equity Savings Fund | 22.30% | 27.52% | ₹4,825.40 |
Why should I invest in Sundaram Mutual Fund?
- Diverse schemes – Sundaram Mutual Fund offers diverse schemes across equity, liquid, fixed-income, and hybrid spaces that caters to a range of investors with diverse risk preferences
- Experience – Sundaram Mutual Fund are one of the earliest fund houses to ride the mutual fund wave. Considered as one of the pioneers in this industry, their 26 years expertise in fund management is a boon for investors
- Research - A strong research team who constantly look for opportunities to maximize returnswith their robust framework forms the backbone of the Fund Management team
- Innovative and thorough leadership – They have pioneered the launch of new-themes like Mid-cap, Capex, leadership, and Micro-cap
- Portfolio Management Services and Alternative Investment Funds (AIF) for HNI and Ultra HNI individuals
How to Invest in the Sundaram Mutual Fund Online?
To invest in anSundaram Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Sundaram Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.