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Sundaram Mutual Fund

1Y

95.40%

3Y

37.75%

5Y

11.19%

SI

18.36%

Nav

31.46

Risk

-
SUNDARAM MUTUAL FUND
EMERGING TECH. FUND - GROWTH PLAN

1Y

61.81%

3Y

5.11%

5Y

-16.29%

SI

-19.40%

Nav

4.11

Risk

-
SUNDARAM MUTUAL FUND
SUNDARAM SMALL CAP FUND - INSTITUTIONAL PLAN - GROWTH

1Y

60.18%

3Y

39.63%

5Y

16.56%

SI

15.14%

Nav

165.76

Risk

Very High Risk

1Y

37.34%

3Y

25.24%

5Y

13.49%

SI

15.82%

Nav

767.77

Risk

-

1Y

36.60%

3Y

28.83%

5Y

10.66%

SI

24.43%

Nav

16.60

Risk

-
SUNDARAM MUTUAL FUND
SUNDARAM SMART NIFTY 100 EQUAL WEIGHT FUND - REGULAR PLAN - GROWTH
Others | Solution Oriented Index

1Y

31.76%

3Y

24.23%

5Y

12.51%

SI

12.60%

Nav

18.03

Risk

Very High Risk
SUNDARAM MUTUAL FUND
PRINCIPAL PERSONAL TAX SAVER FUND - Regular Plan - Growth

1Y

30.74%

3Y

25.70%

5Y

14.41%

SI

14.11%

Nav

299.26

Risk

-

1Y

26.84%

3Y

24.78%

5Y

14.09%

SI

12.85%

Nav

135.14

Risk

-
SUNDARAM MUTUAL FUND
JUNIOR CAP FUND - GROWTH PLAN - GROWTH PLAN

1Y

26.53%

3Y

18.09%

5Y

10.92%

SI

13.39%

Nav

16.79

Risk

-

1Y

16.68%

3Y

38.04%

5Y

27.22%

SI

20.79%

Nav

35.84

Risk

-
About this fund

Sundaram Mutual Fund is a well-recognized name in India's asset management industry, managed by Sundaram Asset Management Company Ltd., a wholly owned subsidiary of Sundaram Finance Limited. Founded in 1996, the AMC is recognized for its legacy of conservative financial stewardship and a strong base of retail investors. Over the years, it has established a reputation for consistently strong fund performance, particularly in mid-cap and thematic equity categories.

The fund house offers a wide array of investment solutions, including equity, debt, hybrid, and liquid funds. It also stands out for pioneering thematic and sector-based mutual funds in India. With more than 30 schemes in its portfolio and over ₹80,000 crore in assets under management (AUM), Sundaram Mutual Fund focuses on long-term wealth creation for investors through disciplined research and risk-managed strategies.

Sundaram AMC has a broad investor base of over 3.5 million and a physical presence across more than 80 branches in India, in addition to international offices. Its investment philosophy blends deep market insight, customer-first focus, and strong governance, making it a preferred choice for both new and seasoned investors.

Key information
Mutual Fund Name
Sundaram Mutual Fund
AMC
Sundaram Asset Management Company Limited
Headquarters
Chennai, Tamil Nadu, India
Industry
Asset Management, Wealth Management
Trustee Organisation
Sundaram Trustee Company Ltd.
Assets Under Management (AUM)
₹65,593 Cr (as of March 31, 2025)
No. of schemes
30
AMC Age
29 Years
AMC Incorporation Date
26 February 1996
AMC Setup Date
13 May 2010
MD and CEO
Mr. Anand Radhakrishnan
Frequently asked questions
What is Sundaram Mutual Fund?
How many mutual fund schemes does Sundaram offer?
What is the AUM (Assets Under Management) of Sundaram Mutual Fund?
Which are the top-performing Sundaram Mutual Fund schemes?
Is SIP available in Sundaram Mutual Fund schemes?
How can I invest in Sundaram Mutual Fund?
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Who manages the funds at Sundaram Mutual Fund?
Are there any tax-saving options with Sundaram Mutual Fund?
What is the risk level of Sundaram Mutual Fund schemes?
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