Best Sundaram Mutual Fund Schemes

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About Sundaram Mutual Fund

Sundaram Asset Management Company Ltd. is the holding organisation of Sundaram Mutual Funds and is itself a wholly owned subsidiary of Sundaram Finance Limited.

Sundaram Finance Ltd., in its early years in the 1950s, was one of the first financial organisations to be formed in independent India – their business at the time was to fund the purchase of passenger and commercial vehicles. The company has since expanded to mutual funds, general insurance, both home and car finance, and financial services distribution.

Sundaram AMC was formed in 1996 separating Sundaram’s mutual fund section from its core financing operations. The company was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius). In 2002, however, Newton Investment Management got acquired and Sundaram took the opportunity to buy the Newton group’s holdings.

Sundaram AMC also has a history with BNP Paribas Asset Management (BNP PAM), which acquired a 49.9% equity stake at Sundaram AMC in the year 2006 but sold the stake in 2010.

The AMC has a fairly diverse range of mutual funds including equity, debt, liquid and fixed-income funds. They have a 21-member investment team, comprising fund managers, analysts, dealers and economists. They were the first AMC to launch mutual funds in emerging fields such as Leadership, Rural India, Capex, Mid-cap and Micro cap.

Its AUM (exceeding ₹44,887 Crore) has grown at a CAGR of 17% over the last 9 years and he AMC has handled over 6 million client folios. They have an asset management subsidiary in Singapore alongside a branch office in Dubai.

Sundaram Mutual Fund Key Information

AMC Setup date May 13, 2010
AMC Incorporation date February 26, 1996
Headquarters (India) Chennai
Name of the sponsors Sundaram Finance
Chairman Mr. Pratip Chaudhuri
MD Mr. Harsha Viji
CEO Mr. Sunil Subramanium
Chief Investment Officer Mr. Ravi Gopalakrishnan
Compliance Officer Mr. Sundararajan

How to Invest in Sundaram Mutual Fund via Angel One?

Investing in the Sundaram Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:

Step 1: Log in to your Angel One account by entering your mobile number and the OTP. Next, enter your MPIN to complete the login process.

Note:In case you do not have an account with Angel One, you can easily open a demat account with us in a matter of a few minutes by submitting the necessary documents.

Step 2: Determine which funds are the most suited based on your needs and your risk profile. You can learn more about each fund on the Angel One app. Things to do while making the choice are:

  1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
  2. Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests. You can also calculate the potential returns using the calculator.
  3. Evaluate the fund’s risk levels and judge it based on your risk tolerance.
  4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
  5. Look at the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.

  1. Decide whether your want to invest in a lump sum or via monthly SIP.
  2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking.
  3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future instalments.

Documents Required To Invest in Sundaram Mutual Fund

Sundaram Mutual Fund is just a few steps away with Angel One’s simplified and fully digital KYC process. To get started with your investment, kindly provide the following essential documents:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof – Aadhar Card is the preferred choice, including both sides.
  4. Bank Account Details, along with a cancelled cheque if requested.
  5. Nominee details and FATCA Declarations

At Angel One, we’ve made the KYC verification process hassle-free, granting you quick access to Sundaram Mutual Funds, whether you’re a new or returning investor. Achieve your financial goals effortlessly through our user-friendly platform. The KYC process typically takes only 48-72 business hours, so you can kickstart your mutual fund journey promptly.

Top 10 Sundaram Mutual Fund to Invest

The following are some of the best Sundaram Mutual Funds available in the market **-

Name of the Fund Sub Category AUM (₹in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
Sundaram LT Micro Cap Tax Adv Fund Equity Linked Savings Scheme (ELSS) 38.4 500 45.35 21.01
Sundaram LT Tax Adv Fund Equity Linked Savings Scheme (ELSS) 22.58 500 43.99 21.91
Sundaram Small Cap Fund Small Cap Fund 2,581.75 100 36.98 21.3
Sundaram Emerging Small Cap Fund Small Cap Fund 159.74 5000 32.81 20.5
Sundaram Infra Advantage Fund Sectoral Fund – Infrastructure 716.28 100 32.76 17.95
Sundaram Services Fund Sectoral Fund – Service Industry 2,795.73 100 30.96 21.57
Sundaram Fin Serv Opp Fund Sectoral Fund – Banks & Financial Services 831.02 100 30.26 18.54
Sundaram Mid Cap Fund Mid Cap Fund 8,617.54 100 29.35 16.61
Sundaram Multi Cap Fund Multi Cap Fund 2,098.7 100 27.8 16.54
Sundaram Tax Savings Fund Equity Linked Savings Scheme (ELSS) 1,084.38 500 24.91 14.81

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

Sundaram LT Micro Cap Tax Adv Fund

This fund falls under the category of Equity Linked Savings Scheme (ELSS). It primarily focuses on investments in micro-cap equities. The fund has an AUM (Assets Under Management) of ₹38.4 crore and an expense ratio of 1.16%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 45.35%. The minimum investment amount for this fund is ₹500.

Sundaram LT Tax Adv Fund

Categorised as an Equity Linked Savings Scheme (ELSS), this fund primarily focuses on various equity investments. Its AUM stands at ₹22.58 crore with an expense ratio of 1.18%. Over the past 3 years, it has shown a CAGR of 43.99%. The minimum investment required for this fund is ₹500.

Sundaram Small Cap Fund

This fund is classified as a Small Cap Fund, concentrating on investments in small-cap equities. It manages an AUM of ₹2,581.75 crore with an expense ratio of 0.88%. Over the last 3 years, the fund has shown a CAGR of 36.98%. The minimum investment for this fund is ₹100.

Sundaram Emerging Small Cap Fund

Falling under the Small Cap Fund category, this fund primarily invests in emerging small-cap equities. It manages an AUM of ₹159.74 crore with an expense ratio of 0.97%. Over the past 3 years, it has demonstrated a CAGR of 32.81%. The minimum investment for this fund is ₹5,000.

Sundaram Infra Advantage Fund

This fund belongs to the Sectoral Fund – Infrastructure category and focuses on investments in the infrastructure sector. Its AUM is ₹716.28 crore, and it has an expense ratio of 1.96%. Over the last 3 years, the fund has shown a CAGR of 32.76%. The minimum investment required for this fund is ₹100.

Sundaram Services Fund

Categorised as a Sectoral Fund – Service Industry, this fund primarily invests in the service industry sector. It manages an AUM of ₹2,795.73 crore with an expense ratio of 0.77%. Over the past 3 years, it has demonstrated a CAGR of 30.96%. The minimum investment for this fund is ₹100.

Sundaram Fin Serv Opp Fund

This fund belongs to the Sectoral Fund – Banks & Financial Services category. It primarily focuses on investments in the banking and financial services sector. The fund manages an AUM of ₹831.02 crore with an expense ratio of 0.9%. Over the last 3 years, it has shown a CAGR of 30.26%. The minimum investment for this fund is ₹100.

Sundaram Mid Cap Fund

Categorised as a Mid Cap Fund, this fund focuses on investments in mid-cap equities. It manages an AUM of ₹8,617.54 crore with an expense ratio of 0.95%. Over the past 3 years, it has demonstrated a CAGR of 29.35%. The minimum investment for this fund is ₹100.

Sundaram Multi Cap Fund

This fund is classified as a Multi Cap Fund, diversifying its investments across various market cap. It manages an AUM of ₹2,098.7 crore with an expense ratio of 0.94%. Over the last 3 years, the fund has shown a CAGR of 27.8%. The minimum investment for this fund is ₹100.

Sundaram Tax Savings Fund

Categorised as an Equity Linked Savings Scheme (ELSS), this fund primarily focuses on tax-saving investments. Its AUM stands at ₹1,084.38 crore with an expense ratio of 1.76%. Over the past 3 years, it has demonstrated a CAGR of 24.91%. The minimum investment required for this fund is ₹500.

Mutual Funds Calculators

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Sundaram Mutual Fund FAQs

Should I invest in the Sundaram Mutual Fund scheme?

Generally, investors look at the returns of the mutual fund scheme. However, past returns are not indicative of future performance. Therefore, you should also evaluate funds based on other factors such as risk, volatility, the fund manager’s experience, and your own return expectations and risk tolerance in order to choose the best fund suited for your terms.

How to start Sundaram Mutual Fund SIP online?

You can start investing in Sundaram Mutual Funds SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.

How to redeem Sundaram Mutual Fund online?

For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting mutual funds. Finally, you can also redeem your Sundaram Mutual Funds units by visiting the AMC's website.

How much time does it take to redeem Sundaram Mutual Fund?

You can expect to receive the proceeds of equity, debt, and conservative hybrid funds in your registered bank account within 2-4 working days of initiating the withdrawal. In the case of liquid funds, you can expect to get the funds in 1-2 working days.

What are the redemption charges of Sundaram Mutual Fund?

Redemption charges of Sundaram Mutual Funds depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

How to increase the SIP amount in Sundaram Mutual Fund?

You can do this in three ways - by visiting mutual funds, the Angel One App or the AMC’s official website.

How can I get the Sundaram Mutual Fund statement?

Getting the Sundaram Mutual Funds account statement is simple. Head to Mutual Funds section in the Angel One App or visit mutual funds. Alternatively, you can get the statement by visiting the AMC’s official website.

Are Sundaram Mutual Fund schemes tax-free?

Not all schemes are tax-free. As with any other ELSS, the one offered by Sundaram Mutual Funds also comes with tax benefits. By investing in Sundaram Mutual Fund’s ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.