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Top Sundaram Fund - SIP Schemes, Performance, Returns 2025

Sundaram Asset Management, founded in 1996, manages ₹68,692 cr in assets as of 2025. Offering a range of equity, debt, and hybrid funds, it focuses on long-term wealth creation through bottom-up stock selection and aims to deliver consistent, competitive returns.

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.

Created by

@82600328260032

Showing 1 - 20 of 40 results

last updated at 8:00 AM IST 
NameMFs (40)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

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 -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Sundaram Asset Management Company Ltd”.
  3. Sort out the top Sundaram mutual funds based on over 50 fundamental and technical filters.
  4. 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

With 19 years of experience, Rahul Baijal manages key equity funds like Sundaram Select Focus and Sundaram TOP 100 Fund. He holds a PGDM from IIM Calcutta and an engineering degree, focusing on long-term growth through bottom-up stock selection.

S. Bharath

S. Bharath, with 17 years in equity research and fund management, oversees funds like Sundaram Value Fund and Sundaram Equity Savings Fund. He holds an MBA in Finance and is a Certified FRM, focusing on undervalued stocks and growth opportunities.

Ratish Varier

Ratish Varier has 15 years of experience in equity markets. He holds an MBA in Finance and a Post Graduate degree in Investment Analysis. He manages equity portfolios, focusing on long-term growth through careful stock selection and market analysis.

Rohit Seksaria

Rohit Seksaria brings 15 years of experience in equity research and fund management. With an MBA from IIM Ahmedabad, he co-manages funds like Sundaram Emerging Small Cap Fund and Sundaram Global Brand Fund, focusing on high-growth sectors and global diversification.

Dwijendra Srivastava

Dwijendra Srivastava, with over 20 years in the debt market, is responsible for managing Sundaram's fixed-income portfolios. A CFA and PGDM holder, he's known for his expertise in optimising returns through strategic investments in debt instruments.

Sandeep Agarwal

Sandeep Agarwal has 12 years of experience in debt fund management. He is a Chartered Accountant and Company Secretary, managing fixed-income portfolios with a focus on balancing risk and return across corporate bonds and government securities.

Risks Associated with Sundaram Fund

Market Ups and Downs

Equity funds, especially those that invest in mid or small-cap stocks, often show high volatility. Sundaram's equity funds can deliver strong growth but may also fall sharply during market corrections. Investors should stay ready for fluctuations in value.

Interest Rates Affecting Debt Funds

Debt funds usually carry lower risk, but they still respond to economic changes. When interest rates rise, the value of bonds in these funds tends to drop, which can reduce overall returns. Investors in debt funds should track interest rate movements closely.

Sector-Specific Risk

Some of Sundaram's funds invest in specific sectors such as technology or financial services. These sectors may show high growth but can also underperform if the industry faces disruptions or a slowdown in the economy. Investors should stay aware of sector performance.

Liquidity Concerns

Most of Sundaram's funds provide good liquidity, but a few niche options may be harder to sell, especially during market declines. Selling units quickly may sometimes be difficult depending on market conditions.

Factors to Consider Before Investing in Sundaram Fund

Risk Tolerance

Different funds come with different levels of risk. If you’re comfortable with market volatility, equity funds might be right for you. But if you prefer more stability, debt or hybrid funds could offer a better fit. Assess your risk tolerance before making a decision.

Investment Horizon

Your investment horizon will guide your choices. If you're planning to invest for the long term, Sundaram’s equity funds may offer the growth you seek. For shorter-term goals, debt and liquid funds could be more appropriate, providing stability and easy access to your money.

Understanding the Fund Strategy

Each fund follows its own investment strategy. Some may focus on specific sectors, while others target undervalued stocks or seek a balanced approach. Understanding the fund's strategy helps ensure it aligns with your own investment philosophy and objectives.

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Documents Required to Invest in Sundaram Mutual Funds

Here are a few documents you may require to invest in Sundaram Mutual Funds:

  1. KYC Compliance
  2. Application Form
  3. Proof of Identity (PoI): PAN, Passport, Voter ID, Driving License, Aadhaar
  4. Proof of Address (PoA): Aadhaar, Passport, Voter ID, Utility Bill
  5. Photograph: Recent passport-sized photo
  6. Bank Proof: Cancelled cheque or bank statement
  7. FATCA/CRS Declaration
  8. In-Person Verification (IPV)
  9. 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.

Frequently Asked Questions on Sundaram Mutual Funds

  1. How to start Sundaram mutual fund SIP online?

    Here’s how you can start a SIP in Sundaram Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Sundaram Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. 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.

  3. 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.

  4. 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.

  5. How to withdraw money from Sundaram Mutual Funds?

    Here’s how to withdraw/redeem from Sundaram mutual fund on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Sundaram mutual fund you want to redeem
    2. 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.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Sundaram mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. 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.

  7. Which are the top performing Sundaram mutual funds?

    Here are the top Sundaram mutual funds based on their 5Y CAGR:

    1. Sundaram LT Micro Cap Tax Adv Fund-Sr VI
    2. Sundaram LT Tax Adv Fund-Sr IV
    3. Sundaram LT Tax Adv Fund-Sr III
    4. Sundaram LT Micro Cap Tax Adv Fund-Sr V
    5. 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.

  8. 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.

  9. How to choose the best Sundaram Mutual Funds before investing?

    Here’s how to choose the best Sundaram mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. 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.