Sundaram Mutual Fund – Schemes & NAV

Q: Are Sundaram Mutual Fund mutual fund's schemes safe to invest in?

Yes, Sundaram Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Sundaram Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Sundaram Mutual Fund mutual funds tax-free?

Sundaram Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Sundaram Mutual Fund?

Here are some of the best-performing funds from Sundaram Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Sundaram Business Cycle Fund 0% Sundaram Consumption Fund 11.30% Sundaram Large Cap Fund 9.56% Sundaram Focused Fund 10.33% Sundaram Value Fund 10.50%

Q: Are Sundaram Mutual Fund a good choice for long-term capital appreciation?

Yes, Sundaram Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Sundaram Mutual Fund AMC fund performance.

Q: How can I check my Sundaram Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

Home

Mutual Funds

AMC

Sundaram Mutual Fund

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest NBFCs - Sundaram Finance Limited. Sundaram Asset Management Company was established in 1996. Sundaram AMC has 28 years of expertise in fund management serving 3.5 million customers across the country. The company manages an Average AUM of Rs. 60,602.45 Cr as of June 2024.With a wide distribution network of over 80+ branches across India, the AMC has an office in Dubai and a wholly owned subsidiary in Singapore.The AMC was the first to launch funds in new themes like Mid-caps, Capex, Leadership, Rural India, and Micro caps and Services. It also offers Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) for high net worth individuals through Sundaram Alternates business.

List of All Sundaram Mutual Fund

All

Equity

Debt

Hybrid

ELSS

Index

Sort Return By :

3Y Return

Fund Name	Return	Risk	Cat. Avg
Sundaram Mid Cap Fund Equity●Mid Cap Fund	21.86%	21.86%	-
Sundaram Infrastructure Advantage Fund Equity●Sector Funds	20.32%	20.32%	-
Sundaram Small Cap Fund Equity●Small cap Fund	17.16%	17.16%	-
Sundaram Nifty 100 Equal Weight Fund Equity●Index Funds	15.96%	15.96%	-
Sundaram Financial Services Opportunities Fund Equity●Sector Funds	14.51%	14.51%	-
Sundaram Services Fund Equity●Sector Funds	14.3%	14.30%	-
Sundaram Multi Cap Fund Equity●Multi Cap Fund	14.17%	14.17%	-
Sundaram Large and Mid Cap Fund Equity●Large & Mid Cap	13.77%	13.77%	-
Sundaram Dividend Yield Fund Equity●Dividend Yield	13.66%	13.66%	-
Sundaram ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	12.21%	12.21%	-
Sundaram Flexi Cap Fund Equity●Flexi Cap Fund	11.65%	11.65%	-
Sundaram Consumption Fund Equity●Sector Funds	11.61%	11.61%	-
Sundaram Focused Fund Equity●Focused Fund	11.27%	11.27%	-
Sundaram Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	10.36%	10.36%	-
Sundaram Value Fund Equity●Value Fund	10.13%	10.13%	-
Sundaram Equity Savings Fund Hybrid●Equity Savings	9.88%	9.88%	-
Sundaram Large Cap Fund Equity●Large Cap Fund	9.6%	9.60%	-
Sundaram Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	8.43%	8.43%	-
Sundaram Money Market Fund Debt●Money Market	7.13%	7.13%	-
Sundaram Banking & PSU Fund Debt●Banking and PSU Fund	7%	7.00%	-
Sundaram Short Duration Fund Debt●Short Duration	6.92%	6.92%	-
Sundaram Liquid Fund Debt●Liquid	6.85%	6.85%	-
Sundaram Corporate Bond Fund Debt●Corporate Bond	6.67%	6.67%	-
Sundaram Arbitrage Fund Hybrid●Arbitrage Fund	6.67%	6.67%	-
Sundaram Low Duration Fund Debt●Low Duration	6.55%	6.55%	-
Sundaram Overnight Fund Debt●Overnight Fund	6.18%	6.18%	-
Sundaram Ultra Short Duration Fund Debt●Ultra Short Duration	5.98%	5.98%	-
Sundaram Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	5.63%	5.63%	-
Sundaram Medium Duration Fund Debt●Medium Duration	5.09%	5.09%	-
Sundaram Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	-	-	-
Sundaram Multi-Factor Fund Equity●Thematic Fund	-	-	-
Sundaram Business Cycle Fund Equity●Thematic Fund	-	-	-

Details of Sundaram Mutual Fund

Founding Date	February 26, 1996
Address	Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
Email	customerservices@sundarammutual.com
Telephone	+91 (22) 28583362/3367

Documents Required to Invest

To invest in Sundaram Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Sundaram Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Sundaram Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Sundaram Mutual Fund FAQs

Q1. Are Sundaram Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Sundaram Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Sundaram Mutual Fund?

Fund Name	5-Year Return (%)
Sundaram Business Cycle Fund	0%
Sundaram Consumption Fund	11.30%
Sundaram Large Cap Fund	9.56%
Sundaram Focused Fund	10.33%
Sundaram Value Fund	10.50%

Q4. Are Sundaram Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Sundaram Mutual Fund mutual funds status on Rupeezy?

Want to invest in Mutual Fund?

Open Rupeezy account now. It is 100% free and secure.

Start Investment

Start Investing