Sundaram Mutual Fund

AUM₹75,674.2 Cr

No of Schemes57

AMC Age30 years

Scheme Name
Sundaram Balanced Advantage Fund(G)
Sundaram Aggressive Hybrid Fund(G)
Sundaram Liquid Fund(G)
Sundaram Dividend Yield Fund(G)
Sundaram Low Duration Fund(G)
Sundaram Multi Cap Fund(G)
Sundaram Short Duration Fund(G)
Sundaram Nifty 100 Equal Weight Fund(G)
Sundaram Focused Fund(G)
Sundaram Equity Savings Fund(G)
Sundaram ELSS Tax Saver Fund-Reg(G)
Sundaram Medium Duration Fund(G)
Sundaram Infra Advantage Fund(G)
Sundaram Large and Mid Cap Fund(G)
Sundaram Corp Bond Fund(G)
Sundaram Banking & PSU Fund(G)
Sundaram Global Brand Theme - Equity Active FoF(G)
Sundaram LT Tax Adv Fund-Sr II-Reg(G)
Sundaram Consumption Fund(G)
Sundaram Small Cap Fund(G)

Category	Risk	NAV	Fund size(in Cr)	Expense Ratio	1Y Returns	3Y Returns	5Y Returns	Exit Load
Hybrid	High	33.77	₹1,641.95	2.08%	-3.99%	7.79%	7.03%	Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Hybrid	High	152.59	₹8,629.36	1.73%	-5.42%	9.22%	8.69%	Nil upto 25% of units within 1Y, 1% in excess of limit within 1Y, Nil after 1Y
Debt	Low to Moderate	2435.09	₹7,657.03	0.35%	6.03%	6.80%	6.02%	0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D
Equity	Very High	127.58	₹830.1	2.29%	-5.98%	11.53%	10.63%	Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Debt	Low to Moderate	3631.40	₹363.53	1.14%	5.03%	6.50%	5.68%	Nil
Equity	Very High	358.25	₹2,806.8	1.96%	-5.56%	13.05%	12.29%	Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Debt	Low to Moderate	46.45	₹186.76	0.8%	4.76%	6.82%	5.88%	Nil
Equity	Very High	174.76	₹139.36	1.06%	0.10%	14.84%	11.41%	Nil
Equity	Very High	153.13	₹1,016.14	2.24%	-3.93%	9.94%	9.23%	0.25% before 7D, Nil after 7D
Hybrid	Moderate	69.34	₹1,064.37	2.2%	-1.42%	8.60%	8.53%	0.50% on or before 7D
Equity	Very High	471.34	₹1,263.36	2.16%	-7.05%	10.03%	10.27%	Nil
Debt	Moderate	71.00	₹34.62	1.86%	2.68%	5.03%	3.95%	1% on or before 12M, Nil after 12M
Equity	Very High	98.41	₹997.04	2.26%	3.38%	19.33%	17.24%	0.50% on or before 30D, Nil after 30D
Equity	Very High	81.69	₹6,690.34	1.82%	-3.59%	12.18%	11.69%	Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Debt	Moderate	41.98	₹623.14	0.55%	4.24%	6.80%	5.74%	Nil
Debt	Moderate	45.12	₹279.56	0.42%	4.53%	6.92%	5.74%	Nil
Other	Very High	42.49	₹171.79	2.29%	23.63%	17.17%	11.21%	Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D
Equity	Very High	35.18	₹13.09	1.38%	5.65%	13.85%	12.79%	NA
Equity	Very High	85.81	₹1,387.62	2.14%	-11.54%	9.32%	9.99%	0.50% on or before 30D, Nil after 30D
Equity	Very High	268.08	₹3,680.99	1.91%	2.82%	17.33%	16.17%	Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D

Key information about Sundaram Mutual Fund

Mutual Fund Name

Asset Management Company

AMC Incorporation Date

Sponsor Name

Trustee Organisation

Compliance Officer

Total AUM (as of end of last quarter)

CEO

Address

Sundaram Mutual Fund

26 Feb 1996

Sundaram Finance

Sundaram Trustee Company Ltd.

P. Sundararajan

₹ 75,674.2 Cr

Anand Radhakrishnan

Sundaram Towers No. 46, 1st & 2nd Floor, Whites Road, Royapettah, Chennai, Tamil Nadu 600014

Let's have a closer look

Now let us jump and check about these top 20 mutual fund schemes.

Sundaram Balanced Advantage Fund(G)

Fund Performance: The Sundaram Balanced Advantage Fund(G) comes under the Hybrid category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Balanced Advantage Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹1641.95Cr

1 Y Returns-3.99%

Sundaram Aggressive Hybrid Fund(G)

Fund Performance: The Sundaram Aggressive Hybrid Fund(G) comes under the Hybrid category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Aggressive Hybrid Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹8629.36Cr

1 Y Returns-5.42%

Sundaram Liquid Fund(G)

Fund Performance: The Sundaram Liquid Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Liquid Fund(G) is ₹1000.

Min Investment Amt₹ 1000

AUM₹7657.03Cr

1 Y Returns6.03%

Sundaram Dividend Yield Fund(G)

Fund Performance: The Sundaram Dividend Yield Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Dividend Yield Fund(G) is ₹500.

Min Investment Amt₹ 5000

AUM₹830.1Cr

1 Y Returns-5.98%

Sundaram Low Duration Fund(G)

Fund Performance: The Sundaram Low Duration Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Low Duration Fund(G) is ₹100.

Min Investment Amt₹ 1000

AUM₹363.53Cr

1 Y Returns5.03%

Sundaram Multi Cap Fund(G)

Fund Performance: The Sundaram Multi Cap Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Multi Cap Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹2806.8Cr

1 Y Returns-5.56%

Sundaram Short Duration Fund(G)

Fund Performance: The Sundaram Short Duration Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Short Duration Fund(G) is ₹250.

Min Investment Amt₹ 5000

AUM₹186.76Cr

1 Y Returns4.76%

Sundaram Nifty 100 Equal Weight Fund(G)

Fund Performance: The Sundaram Nifty 100 Equal Weight Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Nifty 100 Equal Weight Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹139.36Cr

1 Y Returns0.10%

Sundaram Focused Fund(G)

Fund Performance: The Sundaram Focused Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Focused Fund(G) is ₹500.

Min Investment Amt₹ 300

AUM₹1016.14Cr

1 Y Returns-3.93%

Sundaram Equity Savings Fund(G)

Fund Performance: The Sundaram Equity Savings Fund(G) comes under the Hybrid category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Equity Savings Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹1064.37Cr

1 Y Returns-1.42%

Sundaram ELSS Tax Saver Fund-Reg(G)

Fund Performance: The Sundaram ELSS Tax Saver Fund-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram ELSS Tax Saver Fund-Reg(G) is ₹500.

Min Investment Amt₹ 500

AUM₹1263.36Cr

1 Y Returns-7.05%

Sundaram Medium Duration Fund(G)

Fund Performance: The Sundaram Medium Duration Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Medium Duration Fund(G) is ₹250.

Min Investment Amt₹ 5000

AUM₹34.62Cr

1 Y Returns2.68%

Sundaram Infra Advantage Fund(G)

Fund Performance: The Sundaram Infra Advantage Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Infra Advantage Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹997.04Cr

1 Y Returns3.38%

Sundaram Large and Mid Cap Fund(G)

Fund Performance: The Sundaram Large and Mid Cap Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Large and Mid Cap Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹6690.34Cr

1 Y Returns-3.59%

Sundaram Corp Bond Fund(G)

Fund Performance: The Sundaram Corp Bond Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Corp Bond Fund(G) is ₹250.

Min Investment Amt₹ 5000

AUM₹623.14Cr

1 Y Returns4.24%

Sundaram Banking & PSU Fund(G)

Fund Performance: The Sundaram Banking & PSU Fund(G) comes under the Debt category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Banking & PSU Fund(G) is ₹250.

Min Investment Amt₹ 5000

AUM₹279.56Cr

1 Y Returns4.53%

Sundaram Global Brand Theme - Equity Active FoF(G)

Fund Performance: The Sundaram Global Brand Theme - Equity Active FoF(G) comes under the Other category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Global Brand Theme - Equity Active FoF(G) is ₹NA.

Min Investment Amt₹ 100

AUM₹171.79Cr

1 Y Returns23.63%

Sundaram LT Tax Adv Fund-Sr II-Reg(G)

Fund Performance: The Sundaram LT Tax Adv Fund-Sr II-Reg(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram LT Tax Adv Fund-Sr II-Reg(G) is ₹NA.

Min Investment Amt₹ 500

AUM₹13.09Cr

1 Y Returns5.65%

Sundaram Consumption Fund(G)

Fund Performance: The Sundaram Consumption Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Consumption Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹1387.62Cr

1 Y Returns-11.54%

Sundaram Small Cap Fund(G)

Fund Performance: The Sundaram Small Cap Fund(G) comes under the Equity category of NA Funds.

Minimum Investment Amount: SIP minimum amount for Sundaram Small Cap Fund(G) is ₹100.

Min Investment Amt₹ 100

AUM₹3680.99Cr

1 Y Returns2.82%