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.

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:

Fund Name (Direct-Growth)	1-Year Return (%)	3-Year Return (%)	AUM (Cr.)
Sundaram Select Focus Fund	31.50	40.58	8329.12
Sundaram Midcap Fund	30.55	35.72	4635.14
Sundaram Large and Mid-Cap Fund	28.10	34.32	5205.04
Sundaram Small Cap Fund	27.00	33.82	3002.04
Sundaram Equity Savings Fund	22.30	27.52	4825.40

Debt:

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	3201.00
Sundaram Corporate Bond Fund	6.20	6.84	2105.04
Sundaram Income Advantage Fund	6.10	6.38	8602.00
Sundaram Banking & PSU Debt Fund	6.00	6.24	3198.98

Hybrid:

Fund Name (Direct-Growth)	1-Year Return (%)	3-Year Return (%)	AUM (Cr.)
Sundaram Aggressive Hybrid Fund	28.40	38.77	3240.00
Sundaram Balanced Advantage Fund	24.30	32.14	2627.84
Sundaram Multi Asset Fund – Balanced 65	23.10	30.72	1553.75
Sundaram Multi Asset Fund – Hybrid 75	22.80	29.57	768.23
Sundaram Equity Savings Fund	22.30	27.52	4825.40

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’.

Asset Management Company