Profit

Sundaram Mutual Fund

sundaram-mf

AMC Setup Date: 24 August, 1996| AMC Incorporation Date: 26 February, 1996| AMC Type: Pvt. Sector - Joint Ventures (Indian)

Asset Under Management Details

AUM Market Share of Sundaram Mutual Fund

Sundaram Mutual Fund Schemes

Number of Schemes: 65 | Number of Schemes Options: 321

Sundaram Mutual Fund Schemes

Scheme Name Current NAV Scheme Category 1 Year Return% Quarterly Average Asset Under Management (AUM) ₹ Cr.
Sundaram Mid Cap Fund - Growth 455.14 Equity - Mid-cap -7.4283%
4,445.34
Sundaram Diversified Equity - Dividend 11.59 Equity - ELSS -1.1974%
1,592.38
Sundaram Services Fund - Regular Plan - Growth 11.19 Sector - Service Industry 11.6140%
909.53
Sundaram Small Cap Fund - Growth 80.29 Equity - Small-cap -13.6009%
849.10
Sundaram Money Fund - Regular - Growth 39.87 Liquid Funds 7.5208%
723.14
Sundaram Equity Hybrid Fund - Appreciation 91.34 Balanced Funds - Equity 6.4013%
550.07
Sundaram Infrastructure Advantage Fund - Growth 33.23 Sector - Infrastructure 2.7317%
420.24
Sundaram Financial Services Opportunities Fund - Growth 43.69 Sector - Banks & Fin Srvs 10.8436%
112.60
Sundaram Short Term Debt Fund - Appreciation 29.87 Income - Short Term -0.2699%
104.34
Sundaram Emerging Small Cap - Series II - Regular Plan - Growth 8.52 Equity - Small-cap -10.4874%
92.50
Sundaram Emerging Small Cap - Series III - Regular Plan - Growth 9.16 Equity - Small-cap -7.4714%
84.53
Sundaram Emerging Small Cap - Series I - Regular Plan - Growth 8.30 Equity - Small-cap -11.9059%
81.83
Sundaram Medium Term Bond Fund - Growth 52.52 Income - Medium Term 7.5230%
81.25
Sundaram Hybrid Fund - Series - O - Regular Plan - Growth 12.58 Balanced Funds - Debt 6.5655%
77.05
Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 - Growth 12.89 Capital Protection Funds 8.5403%
75.82
Sundaram Debt Oriented Hybrid Fund - Growth 18.76 Monthly Income Plans -0.3348%
73.91
Sundaram Emerging Small Cap - Series IV - Regular Plan - Growth 9.45 Equity - Small-cap -4.9880%
65.84
Sundaram Capital Protection Oriented Fund - 5 Years - Series 8 - Growth 12.69 Capital Protection Funds 8.5296%
65.07
Sundaram Multi Cap Fund - Series I - Regular Plan - Growth 9.99 Equity - Multi-cap -0.0380%
59.21
Sundaram Select Micro Cap - Series XV - Regular Plan - Growth 8.41 Equity - Small-cap -18.6587%
54.24
Sundaram Hybrid Fund - Series - P - Regular Plan - Growth 12.52 Balanced Funds - Debt 6.6933%
53.21
Sundaram Select Micro Cap - Series XIV - Regular Plan - Growth 8.58 Equity - Small-cap -17.7553%
53.01
Sundaram Value Fund - Series IX - Regular Plan - Growth 9.13 Equity - Mid-cap -0.1330%
51.09
Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth 10.09 Equity - ELSS -17.0460%
49.09
Sundaram Hybrid Fund - Series - U - Regular Plan - Growth 11.66 Balanced Funds - Debt 8.7290%
47.65
Sundaram Fixed Term Plan - IE - 1200 Days - Regular Plan - Growth 10.86 Fixed Maturity Plans 6.4357%
44.14
Sundaram Select Small Cap Series - V - Regular Plan - Growth 9.75 Equity - Small-cap -0.4571%
43.76
Sundaram Select Micro Cap - Series VIII - Regular Plan - Growth 13.45 Equity - Small-cap -10.4264%
41.93
Sundaram World Brand Fund - Series - II - Regular Plan - Growth 15.39 Equity - Global 9.4318%
39.88
Sundaram Select Micro Cap - Series XI - Regular Plan - Growth 9.82 Equity - Small-cap -15.7298%
36.99
Sundaram Select Micro Cap - Series XVI - Regular Plan - Growth 7.87 Equity - Small-cap -18.7553%
35.49
Sundaram Select Micro Cap - Series XVII - Regular Plan - Growth 7.48 Equity - Small-cap -18.6527%
31.46
Sundaram Multi Cap Fund - Series II - Regular Plan - Growth 9.97 Equity - Multi-cap -0.1550%
30.54
Sundaram Emerging Small Cap - Series V - Regular Plan - Growth 9.72 Equity - Small-cap -2.4060%
29.43
Sundaram Select Micro Cap - Series XII - Regular Plan - Growth 9.48 Equity - Small-cap -15.4061%
29.29
Sundaram Value Fund - Series X - Regular Plan - Growth 9.08 Equity - Mid-cap -1.3257%
28.41
Sundaram World Brand Fund - Series - III - Regular Plan - Growth 15.57 Equity - Global 9.3854%
27.24
Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth 8.30 Equity - ELSS -12.4311%
25.58
Sundaram Select Small Cap Series - III - Regular Plan - Growth 14.09 Equity - Small-cap 0.1603%
24.84
Sundaram Select Micro Cap - Series IX - Regular Plan - Growth 13.38 Equity - Small-cap -10.6460%
24.26
Sundaram Value Fund - Series VIII - Regular Plan - Growth 10.90 Equity - Mid-cap 2.3648%
23.37
Sundaram Select Small Cap Series - IV - Regular Plan - Growth 14.11 Equity - Small-cap 0.1536%
23.29
Sundaram Fixed Term Plan - IC - 1206 Days - Regular Plan - Growth 11.13 Fixed Maturity Plans 9.8279%
22.46
Sundaram Emerging Small Cap - Series VII - Regular Plan - Growth 10.09 Equity - Small-cap 1.3710%
22.40
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Regular Plan - Growth 8.32 Equity - ELSS -17.5539%
22.01
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth 8.54 Equity - ELSS -18.3564%
21.73
Sundaram Select Small Cap Series - VI - Regular Plan - Growth 9.55 Equity - Small-cap -0.6424%
21.00
Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Regular Plan - Growth 7.82 Equity - ELSS -18.3802%
20.91
Sundaram Hybrid Fund - Series - K - Regular Plan - Growth 13.86 Balanced Funds - Debt 5.4245%
19.66
Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth 9.63 Equity - ELSS -3.2220%
18.67
Sundaram TOP 100 - Series VI - Regular Plan - Growth 12.25 Equity - Large-cap -1.8256%
18.41
Sundaram Long Term Tax Advantage Fund - Series II - Regular Plan - Growth 14.69 Equity - ELSS 2.5468%
16.67
Sundaram Select Micro Cap - Series X - Regular Plan - Growth 13.21 Equity - Small-cap -11.3653%
16.26
Sundaram Global Advantage - Growth 16.83 Equity - FOF Overseas -1.7374%
15.24
Sundaram Value Fund - Series II - Regular Plan - Growth 15.96 Equity - Mid-cap 3.2061%
15.16
Sundaram Value Fund - Series VII - Regular Plan - Growth 8.79 Equity - Mid-cap -5.0515%
13.38
Sundaram Long Term Tax Advantage Fund - Series I - Regular Plan - Growth 13.55 Equity - ELSS 1.9243%
12.46
Sundaram Value Fund - Series III - Regular Plan - Growth 16.65 Equity - Mid-cap 3.1606%
12.41
Sundaram Emerging Small Cap - Series VI - Regular Plan - Growth 10.70 Equity - Small-cap 7.4830%
12.24
Sundaram TOP 100 - Series VII - Regular Plan - Growth 12.02 Equity - Large-cap -2.1901%
11.11
Sundaram Fixed Term Plan - HS - 1100 Days - Regular Plan - Growth 12.15 Fixed Maturity Plans 7.8288%
6.41
Sundaram Fixed Term Plan - HM - 1100 Days - Regular Plan - Growth 12.41 Fixed Maturity Plans 7.6665%
5.54
Sundaram Fixed Term Plan - IJ - 1099 Days - Regular Plan - Growth 10.98 Fixed Maturity Plans 9.8976%
5.20
Sundaram Fixed Term Plan - IS - 1120 Days - Regular Plan - Growth 10.24 Fixed Maturity Plans 9.4939%
1.81
Sundaram Fixed Term Plan - IK - 1098 Days - Regular Plan - Growth 10.95 Fixed Maturity Plans 9.9717%
0.71

Key Information

Key Persons and Designations

Managing Director  Mr. Harsha Viji

Chief Executive Officer  Mr. Sunil Subramaniam

Director  Mr. T.T. Srinivasaraghavan

CIO - Debt  Mr. Dwijendra Srivastava

Director  Mr. S. Krishnamurthy

Director  Mr. T Anantha Narayanan

Director  Mr. Rishikesha.T.Krishnan

Non-Executive Director  Mr. T. P. Raman

Research Analyst  Mr. Sudarshan Padmanabhan

Trader – Fixed Income  Mr. Sachin Jain

Fund Manager - Equity  Mr. Shiv Chanani

Chief Investment Officer - Equity  Mr. S. Krishnakumar

Fund Manager - Equity  Mr. J. Venkatesan

Principal Officer  Mr. S. Bharath

Fund Manager - Fixed Income  Mr. Siddharth Chaudhary

Fund Manager - Fixed Income  Mr. Sandeep Agarwal

Independent Director  Mr. T Anantha Narayanan

Independent Director  Mr. Rishikesha.T.Krishnan

Head- Fixed Income, Products & Strategy  Mr. Raju Sharma

Managing Director  Mr. Harsha Viji

Independent Director  Mr. T Anantha Narayanan

Independent Director  Mr. Rishikesha.T.Krishnan

Chairman  Mr. M S Sundararajan

Senior Research Analyst & Assistant Fund Manager  Mr. Avinash Agarwal

Independent Director  Mr. R Venkatraman

Head - Products & Risk Management  Mr. C M Loganathan

Vice President - Customer Service  Mr. S Ravi

Fund Manager - Equity  Mr. Rahul Baijal

Credit Head-Investment  Mr. Chandan Singh Gehlot

Research Analyst-Investment  Mr. Dhaval Gada

Research Analyst-Investment  Mr. Kirthi K Jain

Research Analyst - Investment  Mr. Prashant N Kutty

Head - HR  Mrs. Pinky K Rohira

Secretary & Compliance Officer  P. Sundararajan

Vice President-Investment  Mr. Kumaran Chandrasekaran

Research Analyst  Mr. Dhaval Joshi

Chief Marketing Officer  Mr. Ajit Narasimhan

Chief Financial Officer  Ms. H Lakshmi

Head - Customer Services  Mr. Dhiren H Thakker

Assistant Vice President - Credit  Mr. Kapil Kumar Popat

Research Analyst  Mr. Nikhil Walecha

Vice President - Investment  Mr. Ratish B Varier

Sponsor Name

Sundaram Finance Limited

Trustee Name

Sundaram Trustee Company Limited

AMC Contact Details

Address: Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: customerservices@sundarammutual.com

Website: http://www.sundarammutual.com

Registrars and Transfer Agents

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,
Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam,
Chennai - 600 034

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