Sundaram Mutual Fund

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.


With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

Invest in Sundaram Mutual Funds

Bonus 1: Earn upto 40% More With Direct Plans

Bonus 2: Get a Free Portfolio Review

Sundaram Midcap Fund


Equity-Midcap

Returns 2Y

-5.13%

Returns 3Y

4.47%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Midcap Fund


Equity-Midcap

Returns 2Y

4.1%

Returns 3Y

14.24%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Diversified Equity


Equity-Multi-Cap

Returns 2Y

-3.79%

Returns 3Y

1.68%

Min Order

₹500

Min SIP

₹250

Exit load : Nil

Invest
SIP

Sundaram Diversified Equity


Equity-Multi-Cap

Returns 2Y

6.87%

Returns 3Y

14.61%

Min Order

₹500

Min SIP

₹250

Exit load : Nil

Invest
SIP

Sundaram Financial Services Opportunities Fund


Equity-Sectoral

Returns 2Y

-1.02%

Returns 3Y

11.0%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Financial Services Opportunities Fund


Equity-Sectoral

Returns 2Y

9.53%

Returns 3Y

19.85%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Global Advantage Fund


Equity-International

Returns 2Y

8.15%

Returns 3Y

9.98%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Global Advantage Fund


Equity-International

Returns 2Y

8.6%

Returns 3Y

10.46%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)


Equity-Sectoral

Returns 2Y

6.6%

Returns 3Y

13.86%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load For redemption within 12 months from the date of allotment - 1%. For redemption on or after 12 months from the date of allotment - Nil.

Invest
SIP

Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)


Equity-Sectoral

Returns 2Y

3.99%

Returns 3Y

9.6%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load For redemption within 12 months from the date of allotment - 1%. For redemption on or after 12 months from the date of allotment - Nil.

Invest
SIP

Sundaram Large and Midcap Fund


Equity-Large-And-Midcap

Returns 2Y

-1.14%

Returns 3Y

5.85%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Large and Midcap Fund


Equity-Large-And-Midcap

Returns 2Y

13.22%

Returns 3Y

18.04%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Rural and Consumption Fund.


Equity-Sectoral

Returns 2Y

-5.26%

Returns 3Y

3.87%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Rural and Consumption Fund.


Equity-Sectoral

Returns 2Y

7.66%

Returns 3Y

18.71%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Select Focus


Equity-Large-Cap

Returns 2Y

3.26%

Returns 3Y

3.04%

Min Order

₹5,000

Min SIP

₹250

Exit load : Entry Load

Invest
SIP

Sundaram Select Focus


Equity-Large-Cap

Returns 2Y

15.14%

Returns 3Y

16.6%

Min Order

₹5,000

Min SIP

₹250

Exit load : Entry Load

Invest
SIP

Sundaram Small Cap Fund


Equity-Small-Cap

Returns 2Y

-11.04%

Returns 3Y

-1.3%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Small Cap Fund


Equity-Small-Cap

Returns 2Y

0.04%

Returns 3Y

11.24%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Smart Nifty 100 Equal Weight Fund


Equity-Index

Returns 1Y

-0.96%

Returns 2Y

3.63%

Min Order

₹5,000

Min SIP

₹250

Exit load : Entry Load Nil Exit Load Nil

Invest
SIP

Sundaram Smart Nifty 100 Equal Weight Fund


Equity-Index

Returns 1Y

-0.96%

Returns 2Y

3.63%

Min Order

₹5,000

Min SIP

₹250

Exit load : Entry Load Nil Exit Load Nil

Invest
SIP

Sundaram Smart Nifty 100 Equal Weight Fund


Equity-Index

Returns 1Y

3.47%

Returns 2Y

5.91%

Min Order

₹5,000

Min SIP

₹250

Exit load : Entry Load Nil Exit Load Nil

Invest
SIP

Sundaram Banking & PSU Debt Fund


Debt-Banking-And-Psu

Returns 2Y

0.29%

Returns 3Y

0.29%

Min Order

₹1,00,000

Min SIP

₹250

Exit load : Flexible Fund Short-Term Plan Exit Load Nil (w.e.f.16/04/2013). Flexible Fund-Flexible Income Plan Exit Load Nil (W.e.f. May 10 2013)

Invest
SIP

Sundaram Banking & PSU Debt Fund


Debt-Banking-And-Psu

Returns 2Y

6.88%

Returns 3Y

7.12%

Min Order

₹1,00,000

Min SIP

₹250

Exit load : Flexible Fund Short-Term Plan Exit Load Nil (w.e.f.16/04/2013). Flexible Fund-Flexible Income Plan Exit Load Nil (W.e.f. May 10 2013)

Invest
SIP

Sundaram Banking & PSU Debt Fund


Debt-Banking-And-Psu

Returns 2Y

0.75%

Returns 3Y

0.72%

Min Order

₹1,00,000

Min SIP

₹250

Exit load : Flexible Fund Short-Term Plan Exit Load Nil (w.e.f.16/04/2013). Flexible Fund-Flexible Income Plan Exit Load Nil (W.e.f. May 10 2013)

Invest
SIP

Sundaram Flexible Fund


Debt--Corporate-Bond

Returns 2Y

7.04%

Returns 3Y

8.13%

Min Order

₹5,000

Min SIP

₹250

Exit load : Flexible Fund Short-Term Plan Exit Load Nil (w.e.f.16/04/2013). Flexible Fund-Flexible Income Plan Exit Load Nil (W.e.f. May 10 2013)

Invest
SIP

Sundaram Flexible Fund


Debt--Corporate-Bond

Returns 2Y

5.12%

Returns 3Y

5.92%

Min Order

₹5,000

Min SIP

₹250

Exit load : Flexible Fund Short-Term Plan Exit Load Nil (w.e.f.16/04/2013). Flexible Fund-Flexible Income Plan Exit Load Nil (W.e.f. May 10 2013)

Invest
SIP

Sundaram Low Duration Fund


Debt-Low-Duration

Returns 2Y

7.63%

Returns 3Y

7.9%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : nil

Invest
SIP

Sundaram Low Duration Fund


Debt-Low-Duration

Returns 2Y

0.62%

Returns 3Y

0.69%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : nil

Invest
SIP

Sundaram Medium Term Bond Fund


Debt-Medium-Term

Returns 2Y

7.05%

Returns 3Y

8.04%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within one year from the date of allotment. (w.e.f August 24 2012)

Invest
SIP

Sundaram Money Fund Super Institutional weekly Div. Rein


Debt-Liquid

Returns 2Y

7.16%

Returns 3Y

7.25%

Min Order

₹1,000

Min SIP

₹250

Exit load : NIL

Invest

Sundaram Money Fund Super Institutional weekly Div. Rein


Debt-Liquid

Returns 2Y

0.31%

Returns 3Y

0.3%

Min Order

₹1,000

Min SIP

₹250

Exit load : NIL

Invest

Sundaram Money Market Fund


Debt-Money-Market

%

%

Min Order

₹1,000

Min SIP

₹250

Exit load : -

Invest
SIP

Sundaram Short Term Credit Risk Fund


Debt-Credit-Risk

Returns 2Y

2.77%

Returns 3Y

3.0%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 2% if redeemed within 1 year from the date of allotment and 1.5% if redeemed within 1 & half year from the date of allotment

Invest
SIP

Sundaram Short Term Credit Risk Fund


Debt-Credit-Risk

Returns 2Y

8.04%

Returns 3Y

8.38%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 2% if redeemed within 1 year from the date of allotment and 1.5% if redeemed within 1 & half year from the date of allotment

Invest
SIP

Sundaram Short Term Credit Risk Fund


Debt-Credit-Risk

Returns 2Y

0.52%

Returns 3Y

1.41%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 2% if redeemed within 1 year from the date of allotment and 1.5% if redeemed within 1 & half year from the date of allotment

Invest
SIP

Sundaram Short Term Debt Fund


Debt-Short-Term

Returns 2Y

7.38%

Returns 3Y

8.1%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 0.75% if redeemed within 6 months from the date of allotment (w.e.f January 01 2014)

Invest
SIP

Sundaram Short Term Debt Fund


Debt-Short-Term

Returns 2Y

2.63%

Returns 3Y

2.26%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 0.75% if redeemed within 6 months from the date of allotment (w.e.f January 01 2014)

Invest
SIP

Sundaram Monthly Income Plan AGGRESSIVE


Hybrid-Conservative

Returns 2Y

6.75%

Returns 3Y

9.12%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load (w.e.f. 5th March 2013) Moderate Plan 1% if redeemed within 9 months Conservative Plans 1% if redeemed within 3 months Aggressive Plan (w.e.f. 10th May 2013) 2% - If redeemed within 12 months from the date of allotment 1.5% - If redeemed after 12 months but within 18 months from the date of allotment 1% - If redeemed after 18 months but within 24 months from the date of allotment. NIL - If redeemed / switched-out after 24 months from the date of allotment.

Invest
SIP

Sundaram Monthly Income Plan AGGRESSIVE


Hybrid-Conservative

Returns 1Y

-3.57%

Returns 2Y

-2.23%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load (w.e.f. 5th March 2013) Moderate Plan 1% if redeemed within 9 months Conservative Plans 1% if redeemed within 3 months Aggressive Plan (w.e.f. 10th May 2013) 2% - If redeemed within 12 months from the date of allotment 1.5% - If redeemed after 12 months but within 18 months from the date of allotment 1% - If redeemed after 18 months but within 24 months from the date of allotment. NIL - If redeemed / switched-out after 24 months from the date of allotment.

Invest
SIP

Sundaram Equity Hybrid Fund - Institutional


Hybrid-Aggressive

Returns 2Y

11.75%

Returns 3Y

15.44%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Equity Hybrid Fund - Institutional


Hybrid-Aggressive

Returns 2Y

0.53%

Returns 3Y

5.0%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Multi Asset Fund


Hybrid-Multi-Asset-Allocation

Returns 2Y

5.68%

Returns 3Y

1.91%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Multi Asset Fund


Hybrid-Multi-Asset-Allocation

Returns 2Y

13.61%

Returns 3Y

9.86%

Min Order

₹5,000

Min SIP

₹250

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Sundaram Services Fund


-

%

%

Min Order

₹5,000

Min SIP

₹250

Exit load : -

Invest
SIP





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