Sundaram Mutual Fund

Sundaram Mutual Fund

Established in 1966, Sundaram Mutual Fund is a fully-owned subsidiary of Sundaram Finance Limited (SFL). It is one of India’s oldest and reputed NBFCs. This fund house has more than 26 years of experience in handling funds. It provides funds that are tailored to the needs of different types of investors in India. 

As of December 2023, the AUM of this mutual fund is Rs. 55,364.3 crore. The Sundaram Mutual Fund consists of 30 mutual fund schemes including 15 equity funds, 6 hybrid funds, and 9 debt funds. As of December 2023, Sundaram Large and Mid Cap Fund, Sundaram Mid Cap Fund, and  Sundaram Aggressive Hybrid Fund are the best schemes of this fund house as per their fund size.

List of Fund Managers

Analyse your mutual funds portfolio

Analyse your mutual fund portfolio with INDstories using INDMoney app

Read more

Key information about Sundaram Mutual Fund

Address

Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014

Phone Number

1860 425 7237

Factors to Consider Before Investing in Sundaram Mutual Fund

When it comes to investing in Sundaram Mutual Funds, there are some factors that you need to consider to make an informed decision. These factors are as follows:

  • Investment duration

    Different mutual funds have different investment durations, so it is essential to consider how long you want to invest your money. Some funds are suitable for short-term investments, while others are better for long-term investment goals. Your investment duration will influence the type of mutual funds you need to consider.

  • Fund performance

    Check the past performance of different funds offered by the Sundaram Mutual Fund AMC. Look at their past 3 to 5 years performance, compared to their respective benchmarks. For example, over the past 3 years, the Sundaram Small Cap Fund has delivered a consistent return of 30.37%, indicating strong performance.

  • Investment returns

    Choose funds that have provided consistent returns over the years, especially over the long period. You can use tools like INDMoney’s Sundaram Mutual Fund SIP Calculator and Lumpsum Calculator to check whether the returns align with your investment goals and financial needs.

  • AMC reputation

    Look into the past performance of the Asset Management Company (AMC) and how well they have managed various mutual funds. Assess their track record for generating profits over the years. Not all AMCs have the same reputation, so it is crucial to check their performance.

  • Expense ratio

    It includes the expenses for managing the fund, promoting it, distributing it, and other operational costs. The expense ratio typically falls between 1-2%, but the Securities and Exchange Board of India (SEBI) has capped it at 2.25% of the total funds.

  • Exit load

    It is a fee charged by the fund house if you decide to withdraw your investment before a specified period. Not all mutual fund schemes have exit loads, so it is essential to check the fund's agreement to understand the applicable charges.

How to Start Investing with Sundaram Mutual Fund with INDmoney?

After you have understood the details about Sundaram Mutual Fund, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.

  • Step 1:

    Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

  • Step 2:

    Once your Free investment account is ready, you can either search for Sundaram Mutual Fund or go to the mutual fund section.

  • Step 3:

    Choose any Sundaram Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUMExpense ratios and underlying stocks and sectors.

  • Step 4:

    You can choose to set up SIP in any Sundaram Mutual Fund or even invest as a lump sum. Once you are on the individual Sundaram Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan. 

  • Step 5:

    Choose the amount that you want to invest as SIP or LumpSum. 

  • Step 6:

    Set up payments. If you choose to set up SIP in any Sundaram Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.

Frequently asked questions

You can redeem your Sundaram Mutual Fund investment through INDMoney by going to the scheme’s page and selecting the ‘Redeem’ button.

Yes, you can pause your Sundaram Mutual Fund investments in SIP anytime for up to 3 months. Fill out the SIP pause form and mention the duration for stopping your SIPs.

Yes, it is possible to increase the SIP amount in the Sundaram Mutual Fund scheme by choosing the step-up option available in the INDMoney platform. This option provides you the opportunity to increase your SIP amount by a predetermined sum in a given period. 

You can calculate the Sundaram Mutual Fund SIP by using INDMoney’s  Sundaram Mutual Fund SIP calculator. With this calculator, you can calculate your daily, weekly, monthly and quarterly returns. 

Sundaram Small Cap Fund, Sundaram Services Fund, Sundaram Mid Cap Fund, and  Sundaram Multi Cap Fund are the best Sundaram Mutual Fund schemes that provide high returns ranging from 20.82% to 28.92%.

INDmoney is 100% Safe and Secure!

Your security and privacy are our top priority!

  • ISO Certification Icon

    27001:2013

    ISO Certified

  • Audited By Icon

    Audited by

    cert-in empanelled auditors

  • Secured Icon

    AES 256-BIT

    SSL Secured

img

Your personal information is protected.

With AES 256-bit encryption and TLS 1.3 secure data in transit.

img

Trusted by 10 million+ happy investors

Open your account in a minute. Invest in Indian Stocks, US Stocks, Mutual Funds, ETFs, Fixed Deposit and NPS.

INDmoney is 100% Safe and Secure!

Your security and privacy are our top priority!

  • ISO Certification Icon

    27001:2013

    ISO Certified

  • Audited By Icon

    Audited by

    cert-in empanelled auditors

  • Secured Icon

    AES 256-BIT

    SSL Secured

img

Your personal information is protected.

With AES 256-bit encryption and TLS 1.3 secure data in transit.