Top Sundaram Fund - SIP Schemes, Performance, Returns 2025

Best Sundaram Mutual Funds (2025)
Top Sundaram Mutual Funds in India (2025)
Here's the list of top Sundaram mutual funds across equity, debt, hybrid funds offered by Sundaram Asset Management Company Ltd.
Showing 1 - 20 of 40 results
| NameMFs (40)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ↓Sharpe RatioSharpe Ratio↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Sundaram Mid Cap Fund Sundaram Mid Cap Fund | Mid Cap Fund Mid Cap Fund | Growth Growth | 12,585.11 12,585.11 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 1,566.30 1,566.30 | 4.76 4.76 | 5.71 5.71 | 24.53 24.53 | 0.92 0.92 | 1.00 1.00 | 16.01 16.01 | 0.17 0.17 | |
| 2. | Sundaram Liquid Fund Sundaram Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 7,497.62 7,497.62 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 2,378.23 2,378.23 | 1.46 1.46 | 6.80 6.80 | 7.10 7.10 | 0.13 0.13 | 0.01 0.01 | 0.11 0.11 | 3.49 3.49 | |
| 3. | Sundaram Aggressive Hybrid Fund Sundaram Aggressive Hybrid Fund | Aggressive Hybrid Fund Aggressive Hybrid Fund | Growth Growth | 6,944.38 6,944.38 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 188.36 188.36 | 2.71 2.71 | 4.78 4.78 | 13.43 13.43 | 0.68 0.68 | 1.00 1.00 | 9.54 9.54 | 0.12 0.12 | |
| 4. | Sundaram Large and Mid Cap Fund Sundaram Large and Mid Cap Fund | Large & Mid Cap Fund Large & Mid Cap Fund | Growth Growth | 6,740.02 6,740.02 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 98.38 98.38 | 4.19 4.19 | 3.89 3.89 | 16.73 16.73 | 0.76 0.76 | 1.00 1.00 | 13.76 13.76 | 0.07 0.07 | |
| 5. | Sundaram Services Fund Sundaram Services Fund | Sectoral Fund - Service Industry Sectoral Fund - Service Industry | Growth Growth | 4,425.86 4,425.86 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 38.94 38.94 | 4.47 4.47 | 10.29 10.29 | 19.10 19.10 | 0.72 0.72 | 1.00 1.00 | 13.97 13.97 | 0.61 0.61 | |
| 6. | Sundaram Small Cap Fund Sundaram Small Cap Fund | Small Cap Fund Small Cap Fund | Growth Growth | 3,340.55 3,340.55 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 293.72 293.72 | 5.58 5.58 | 1.34 1.34 | 21.87 21.87 | 0.84 0.84 | 1.00 1.00 | 17.09 17.09 | -0.07 -0.07 | |
| 7. | Sundaram Large Cap Fund Sundaram Large Cap Fund | Large Cap Fund Large Cap Fund | Growth Growth | 3,279.53 3,279.53 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 22.99 22.99 | 2.56 2.56 | 3.47 3.47 | 12.78 12.78 | 0.65 0.65 | 1.00 1.00 | 11.76 11.76 | 0.03 0.03 | |
| 8. | Sundaram Multi Cap Fund Sundaram Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 2,828.73 2,828.73 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 435.27 435.27 | 3.83 3.83 | 5.34 5.34 | 18.31 18.31 | 0.94 0.94 | 1.00 1.00 | 13.51 13.51 | 0.17 0.17 | |
| 9. | Sundaram Multi Asset Allocation Fund Sundaram Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 2,798.62 2,798.62 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 13.28 13.28 | 6.25 6.25 | 16.08 16.08 | - - | 0.37 0.37 | 1.00 1.00 | 8.77 8.77 | 1.33 1.33 | |
| 10. | Sundaram Ultra Short Duration Fund Sundaram Ultra Short Duration Fund | Ultra Short Duration Fund Ultra Short Duration Fund | Growth Growth | 2,236.60 2,236.60 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 2,996.77 2,996.77 | 1.51 1.51 | 7.47 7.47 | 7.52 7.52 | 0.23 0.23 | - - | 0.36 0.36 | 9.31 9.31 | |
| 11. | Sundaram Flexi Cap Fund Sundaram Flexi Cap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 2,063.86 2,063.86 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 15.75 15.75 | 2.45 2.45 | 6.38 6.38 | 15.74 15.74 | 0.63 0.63 | 1.00 1.00 | 12.36 12.36 | 0.26 0.26 | |
| 12. | Sundaram Money Market Fund Sundaram Money Market Fund | Money Market Fund Money Market Fund | Growth Growth | 1,987.88 1,987.88 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 15.46 15.46 | 1.47 1.47 | 7.68 7.68 | 7.44 7.44 | 0.17 0.17 | - - | 0.41 0.41 | 8.75 8.75 | |
| 13. | Sundaram Business Cycle Fund Sundaram Business Cycle Fund | Thematic Fund Thematic Fund | Growth Growth | 1,808.48 1,808.48 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 11.14 11.14 | 1.41 1.41 | 4.20 4.20 | - - | 0.43 0.43 | 1.00 1.00 | 13.47 13.47 | 0.13 0.13 | |
| 14. | Sundaram Balanced Advantage Fund Sundaram Balanced Advantage Fund | Dynamic Asset Allocation Fund Dynamic Asset Allocation Fund | Growth Growth | 1,678.45 1,678.45 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 42.12 42.12 | 2.69 2.69 | 5.58 5.58 | 11.99 11.99 | 0.60 0.60 | 1.00 1.00 | 7.58 7.58 | 0.23 0.23 | |
| 15. | Sundaram Consumption Fund Sundaram Consumption Fund | Sectoral Fund - Consumption Sectoral Fund - Consumption | Growth Growth | 1,589.62 1,589.62 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 109.86 109.86 | 3.65 3.65 | 4.20 4.20 | 16.65 16.65 | 1.32 1.32 | 0.50 0.50 | 13.07 13.07 | 0.13 0.13 | |
| 16. | Sundaram Fin Serv Opp Fund Sundaram Fin Serv Opp Fund | Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services | Growth Growth | 1,513.67 1,513.67 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 121.54 121.54 | 6.47 6.47 | 10.72 10.72 | 19.78 19.78 | 0.78 0.78 | 0.50 0.50 | 14.74 14.74 | 0.44 0.44 | |
| 17. | Sundaram Value Fund Sundaram Value Fund | Value Fund Value Fund | Growth Growth | 1,442.01 1,442.01 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 236.21 236.21 | 1.51 1.51 | 4.90 4.90 | 12.78 12.78 | 1.74 1.74 | 1.00 1.00 | 12.13 12.13 | 0.15 0.15 | |
| 18. | Sundaram ELSS Tax Saver Fund Sundaram ELSS Tax Saver Fund | Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS) | Growth Growth | 1,356.01 1,356.01 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 554.29 554.29 | 2.17 2.17 | 5.68 5.68 | 14.74 14.74 | 1.68 1.68 | - - | 12.14 12.14 | 0.20 0.20 | |
| 19. | Sundaram Equity Savings Fund Sundaram Equity Savings Fund | Equity Savings Equity Savings | Growth Growth | 1,152.68 1,152.68 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 83.45 83.45 | 2.21 2.21 | 7.62 7.62 | 12.57 12.57 | 0.60 0.60 | 0.50 0.50 | 4.56 4.56 | 0.77 0.77 | |
| 20. | Sundaram Focused Fund Sundaram Focused Fund | Focused Fund Focused Fund | Growth Growth | 1,072.73 1,072.73 | Sundaram Asset Management Company Limited Sundaram Asset Management Company Limited | 178.54 178.54 | 1.96 1.96 | 0.59 0.59 | 13.58 13.58 | 1.30 1.30 | 0.25 0.25 | 12.42 12.42 | -0.18 -0.18 |
Selection criteria: AMC: Sundaram Asset Management Company Limited | AUM: Sorted from Highest to Lowest
What are Sundaram Mutual Funds?
Sundaram Mutual Fund started in 1996 as a subsidiary of Sundaram Finance and manages ₹68,692 cr in assets as of 2025. It offers a wide range of investment options that include equity, debt, hybrid, and thematic funds. Sundaram focuses on long-term wealth creation and uses a bottom-up stock selection approach to deliver consistent returns. It has a strong retail investor base of over 3.5 mn investors and remains committed to offering accessible investment opportunities that match different risk profiles and financial goals.
Key Information About Sundaram Funds Management Ltd
Key Information About Sundaram Funds Management Ltd
| Category | Details |
|---|---|
| Company Name | Sundaram Asset Management Company Ltd |
| Established | 1996 |
| Parent Company | Sundaram Finance Limited |
| Headquarters | Chennai, Tamil Nadu, India |
| Assets Under Management (AUM) | ₹80,000+ cr (as of 30th June, 2024) |
| Investor Base | Over 3.5 mn investors |
| Investment Philosophy | Bottom-up stock selection, long-term wealth creation |
| Fund Categories | Equity, Debt, Hybrid, Thematic |
| Global Presence | Offices in Dubai and Singapore |
| Digital Platforms | Investor App, InvWise App |
| Branches | 80+ branches across India |
Types of funds offered by Sundaram Mutual Fund
Sundaram Equity Funds
Sundaram offers 13 equity funds that focus on long-term capital growth by investing in various stocks including large-cap, mid-cap, small-cap and thematic sectors. These funds aim to capture market growth with higher potential returns and risks.Sundaram Debt Funds
Sundaram offers 8 debt funds that provide stable income by investing in bonds and other fixed-income securities. These funds suit conservative investors who want steady returns with lower risk.Sundaram Hybrid Funds
Sundaram offers 7 hybrid funds that combine equity and debt investments to balance potential growth with risk control. These funds serve investors who want both capital growth and stability.Sundaram Liquid Funds
Sundaram offers 5 liquid funds that invest in short-term money market instruments to deliver high liquidity with minimal risk. These funds suit investors who need short-term parking with stable returns.Sundaram Passive Funds
Sundaram offers the Nifty 100 Equal Weight Fund, a passive fund that tracks the Nifty 100 Equal Weight Index. It gives investors low-cost diversified exposure to leading Indian stocks.Sundaram Funds of Funds
Sundaram offers Funds of Funds including the Global Brand Fund that invest in other funds or asset classes to provide global diversification and exposure to chosen themes.About Top Sundaram Mutual Funds in 2025
Sundaram Mid Cap Fund
The Sundaram Mid Cap Fund invests in mid-sized companies with high growth potential. Aimed at long-term capital appreciation, it provides exposure to dynamic mid-cap stocks, balancing risk and reward. This fund is suitable for investors looking for higher returns with moderate risk over a longer period.
Sundaram Liquid Fund
The Sundaram Liquid Fund offers high liquidity and low-risk investment in short-term money market instruments. It is designed for investors looking to park their surplus funds temporarily, offering better returns than savings accounts while maintaining low risk and quick access to capital.
Sundaram Large and Mid Cap Fund
This fund invests in a mix of large-cap and mid-cap stocks, aiming to provide long-term capital growth by diversifying across established companies and high-growth mid-sized firms. It offers a balanced approach, catering to investors seeking a combination of stability and growth.
Sundaram Aggressive Hybrid Fund
The Sundaram Aggressive Hybrid Fund blends equity and debt investments, with a higher allocation to equity. It seeks high capital appreciation through equity exposure while offering some stability via debt. This fund suits investors who are comfortable with higher risk for potentially higher returns.
Sundaram Services Fund
The Sundaram Services Fund focuses on investing in companies within the services sector, including finance, technology, and healthcare. Aiming for long-term growth, this fund is ideal for investors looking to capitalise on the expansion of India's growing services sector while balancing risk.
How to Invest in Sundaram Mutual Funds?
Here’s how you can identify and invest in top Sundaram Mutual Funds with Tickertape Mutual Fund Screener -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “Sundaram Asset Management Company Ltd”.
- Sort out the top Sundaram mutual funds based on over 50 fundamental and technical filters.
- After identifying the Sundaram mutual funds, that align with your investment thesis, click on “Place Order” to invest the Sundaram mutual funds.
With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Sundaram mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.
Top Sundaram Fund Managers
Rahul Baijal
S. Bharath
Ratish Varier
Rohit Seksaria
Dwijendra Srivastava
Sandeep Agarwal
Risks Associated with Sundaram Fund
Market Ups and Downs
Interest Rates Affecting Debt Funds
Sector-Specific Risk
Liquidity Concerns
Factors to Consider Before Investing in Sundaram Fund
Risk Tolerance
Investment Horizon
Understanding the Fund Strategy
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated

Documents Required to Invest in Sundaram Mutual Funds
Here are a few documents you may require to invest in Sundaram Mutual Funds:
- KYC Compliance
- Application Form
- Proof of Identity (PoI): PAN, Passport, Voter ID, Driving License, Aadhaar
- Proof of Address (PoA): Aadhaar, Passport, Voter ID, Utility Bill
- Photograph: Recent passport-sized photo
- Bank Proof: Cancelled cheque or bank statement
- FATCA/CRS Declaration
- In-Person Verification (IPV)
- NRI Investors: Overseas Address Proof, Bank Proof, FIRC
Note: For latest details, please visit Sundaram’s official AMC website.
Conclusion
Sundaram Mutual Funds provide diverse options from equity to debt and hybrid funds. Understanding the risks, fund strategies, and your investment goals helps you make balanced decisions when choosing funds. To explore and compare various mutual fund options, you can make use of the Tickertape Mutual Fund Screener.
Popular Stock Collections
Popular Mutual Fund Collections
Frequently Asked Questions on Sundaram Mutual Funds
How to start Sundaram mutual fund SIP online?
Here’s how you can start a SIP in Sundaram Mutual Funds,
- Launch Tickertape Mutual Fund Screener.
- Select the Sundaram Mutual Funds that aligns with your investment goals.
- Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.How to calculate Sundaram mutual fund returns?
Here’s how you can calculate returns on your Sundaram mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100
With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Sundaram mutual fund’s performance.Does Sundaram mutual fund offer tax-free mutual fund schemes?
Sundaram mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about Sundaram ELSS funds on Tickertape Mutual Fund Screener.How to cancel/stop Sundaram mutual fund SIP?
To cancel Sundaram mutual fund SIP, please refer to the official website.
Disclaimer: Please do your own research or consult your financial advisor before making financial decision.How to withdraw money from Sundaram Mutual Funds?
Here’s how to withdraw/redeem from Sundaram mutual fund on Tickertape Mutual Fund Screener -
- Step 1 - Select the Sundaram mutual fund you want to redeem
- Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the Sundaram mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund name to open its details page.
- Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
- Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
- Step 8 - Confirm your bank account details.
- Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of Sundaram mutual funds?
Sundaram mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.Which are the top performing Sundaram mutual funds?
Here are the top Sundaram mutual funds based on their 5Y CAGR:
- Sundaram LT Micro Cap Tax Adv Fund-Sr VI
- Sundaram LT Tax Adv Fund-Sr IV
- Sundaram LT Tax Adv Fund-Sr III
- Sundaram LT Micro Cap Tax Adv Fund-Sr V
- Sundaram LT Micro Cap Tax Adv Fund-Sr IV
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.How to increase the SIP amount in Sundaram mutual funds?
To increase the SIP amount for Sundaram mutual fund, you can do it from your broker account or from Sundaram mutual fund official website.How to choose the best Sundaram Mutual Funds before investing?
Here’s how to choose the best Sundaram mutual fund for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market caps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.