Sundaram Mutual Fund schemes
Every live fund Sundaram Mutual Fund runs. Returns are for the plan each fund's page leads with, Direct where the fund has one; 3 and 5 year returns are a year, compounded.
- Assets managedAssets managed. The average money in the house's funds over the quarter, added up across its funds. Money its own funds of funds hold in its other funds is counted once.
- ₹82,522 CrAverage, quarter to Sep 2026
- Live funds
- 40
- Fund managers
- 15
Equity funds
22 funds
- Sundaram Mid Cap FundMid CapNAV₹1,508.12321Y−4.58%3Y+16.39%5Y+15.05%Size₹14,485 CrCost1.06%
- Sundaram Large and MidcapLarge & Mid CapNAV₹96.86451Y−3.04%3Y+12.87%5Y+10.17%Size₹7,300 CrCost1.30%
- Sundaram Services FundSectoral / ThematicNAV₹37.73041Y−4.52%3Y+12.89%5Y+11.45%Size₹5,170 CrCost0.86%
- Sundaram Small Cap FundSmall CapNAV₹305.54101Y+2.90%3Y+14.10%5Y+14.41%Size₹4,061 CrCost1.00%
- Sundaram Large Cap FundLarge CapNAV₹21.82451Y−6.10%3Y+7.97%5Y+7.36%Size₹3,033 CrCost0.87%
- Sundaram Multi Cap FundMulti CapNAV₹410.72101Y−7.27%3Y+11.67%5Y+10.36%Size₹3,003 CrCost1.25%
- Sundaram Flexicap FundFlexi CapNAV₹14.34811Y−10.21%3Y+8.48%5Y–Size₹1,964 CrCost0.87%
- Sundaram Business Cycle FundSectoral / ThematicNAV₹10.64181Y−7.30%3Y–5Y–Size₹1,709 CrCost1.12%
- Sundaram Financial Services Opportunities FundSectoral / ThematicNAV₹114.26361Y−5.53%3Y+10.27%5Y+11.38%Size₹1,691 CrCost0.92%
- Sundaram Consumption FundSectoral / ThematicNAV₹99.15791Y−11.16%3Y+7.56%5Y+9.68%Size₹1,482 CrCost1.72%
- Sundaram Value FundValueNAV₹211.75241Y−11.71%3Y+6.14%5Y+6.65%Size₹1,285 CrCost1.77%
- Sundaram ELSS Tax Saver FundELSSNAV₹501.51531Y−10.84%3Y+7.98%5Y+7.63%Size₹1,279 CrCost1.78%
- Sundaram Focused FundFocusedNAV₹176.62011Y−2.25%3Y+10.29%5Y+8.37%Size₹1,069 CrCost1.36%
- Sundaram Infrastructure Advantage FundSectoral / ThematicNAV₹100.89201Y−3.75%3Y+14.49%5Y+13.39%Size₹972 CrCost1.82%
- Sundaram Multi-Factor FundSectoral / ThematicNAV₹9.40251Y−9.32%3Y–5Y–Size₹874 CrCost1.68%
- Sundaram Dividend Yield FundDividend YieldNAV₹138.43111Y−9.22%3Y+9.25%5Y+9.19%Size₹810 CrCost1.27%
- Sundaram Long Term Micro Cap Tax Advantage Fund Series IIIELSSNAV₹33.61851Y−4.41%3Y+8.62%5Y+12.53%Size₹78 CrCost1.04%
- Sundaram Long Term Micro Cap Tax Advantage Fund Series IVELSSNAV₹28.82071Y−5.20%3Y+8.39%5Y+12.50%Size₹37 CrCost1.12%
- Sundaram Long Term Micro Cap Tax Advantage Fund Series VIELSSNAV₹27.32931Y−5.09%3Y+8.72%5Y+12.40%Size₹37 CrCost0.98%
- Sundaram Long Term Tax Advantage Fund Series IIIELSSNAV₹29.37561Y−3.46%3Y+9.62%5Y+13.95%Size₹35 CrCost1.01%
- Sundaram Long Term Micro Cap Tax Advantage Fund Series VELSSNAV₹28.44501Y−4.48%3Y+9.26%5Y+12.30%Size₹32 CrCost1.01%
- Sundaram Long Term Tax Advantage Fund Series IVELSSNAV₹33.52871Y−4.32%3Y+9.50%5Y+13.87%Size₹23 CrCost1.04%
Hybrid funds
6 funds
- Sundaram Aggressive Hybrid FundAggressive HybridNAV₹177.45671Y−6.69%3Y+8.62%5Y+7.40%Size₹9,137 CrCost1.15%
- Sundaram Multi Asset Allocation FundMulti Asset AllocationNAV₹13.02371Y−2.75%3Y–5Y–Size₹3,338 CrCost0.79%
- Sundaram Dynamic Asset Allocation FundDynamic Asset Allocation or Balanced AdvantageNAV₹40.32871Y−4.99%3Y+7.82%5Y+7.64%Size₹1,671 CrCost1.12%
- Sundaram Equity Savings FundEquity SavingsNAV₹82.49131Y−1.58%3Y+8.78%5Y+8.53%Size₹1,012 CrCost1.35%
- Sundaram Arbitrage FundArbitrageNAV₹16.60011Y+6.83%3Y+7.21%5Y+6.48%Size₹566 CrCost0.97%
- Sundaram Conservative Hybrid FundConservative HybridNAV₹32.36301Y−1.40%3Y+5.40%5Y+5.08%Size₹19 CrCost1.14%
Debt funds
9 funds
- Sundaram Liquid FundLiquidNAV₹2,530.13791Y+6.53%3Y+6.94%5Y+6.44%Size₹8,648 CrCost0.14%
- Sundaram Ultra Short TermUltra Short DurationNAV₹3,183.86981Y+6.39%3Y+7.20%5Y+6.66%Size₹2,578 CrCost0.22%
- Sundaram Overnight FundOvernightNAV₹1,473.69711Y+5.23%3Y+6.00%5Y+5.75%Size₹1,742 CrCost0.08%
- Sundaram Money Market FundMoney MarketNAV₹16.41711Y+6.35%3Y+7.21%5Y+6.56%Size₹1,547 CrCost0.20%
- Sundaram Corporate Bond FundCorporate BondNAV₹44.02771Y+3.64%3Y+6.82%5Y+5.98%Size₹624 CrCost0.33%
- Sundaram Ultra Short to Short Term FundLow DurationNAV₹4,010.93061Y+5.67%3Y+7.17%5Y+6.62%Size₹418 CrCost0.40%
- Sundaram Banking and PSU Debt FundBanking and PSUNAV₹46.41131Y+3.96%3Y+6.83%5Y+5.94%Size₹263 CrCost0.27%
- Sundaram Short Term FundShort DurationNAV₹51.28961Y+4.68%3Y+7.28%5Y+6.54%Size₹180 CrCost0.28%
- Sundaram Medium Term FundMedium DurationNAV₹80.15101Y+2.45%3Y+5.73%5Y+4.74%Size₹33 CrCost1.17%
Index funds, ETFs and FoFs
3 funds
- Sundaram Global Brand Theme-Equity Active FOFOverseas Fund of FundsNAV₹47.684929 Oct 20261Y+10.83%3Y+21.00%5Y+11.86%Size₹171 CrCost1.37%
- Sundaram Nifty 100 Equal Weight FundIndex FundNAV₹183.14421Y−3.86%3Y+13.17%5Y+9.90%Size₹146 CrCost0.76%
- Sundaram Income Plus Arbitrage Active FoF FundFund of FundsNAV₹10.44481Y–3Y–5Y–Size₹67 CrCost0.34%
Sundaram Mutual Fund fund managers
Managers running its funds now, largest first by the money in their funds.
| Money in their funds. The latest month's assets of every fund they run now, added up. A fund run by two managers counts in full for each. | Running funds here since. The earliest start date the fund house files for them on any of its funds. | ||
|---|---|---|---|
| Kumaresh Ramakrishnan | 14 | ₹26,408 Cr | 9 Jun 2026 |
| Rohit Seksaria | 17 | ₹22,090 Cr | 11 May 2018 |
| Sandeep Agarwal | 14 | ₹19,182 Cr | 2 Jan 2013 |
| S. Bharath | 3 | ₹14,700 Cr | 24 Feb 2021 |
| Clyton Richard Fernandes | 4 | ₹14,537 Cr | 4 Oct 2024 |
| Bharath S | 4 | ₹13,060 Cr | 1 Jan 2022 |
| Ronak Shah | 5 | ₹9,888 Cr | 13 Aug 2026 |
| Madanagopal Ramu | 2 | ₹8,848 Cr | 16 Mar 2026 |
| Ashwin Jain | 2 | ₹3,897 Cr | 21 Oct 2024 |
| Arjun Nagarajan | 1 | ₹3,205 Cr | Not filed |
Sundaram Mutual Fund investor complaints
Sep 2026, as the fund house reports them.
- Received
- 16
- Resolved
- 14
- Open at month endOpen at month end. Complaints not yet resolved on the month's last day, as the fund house states them, including any carried from earlier months.
- 3
Sundaram Mutual Fund votes at company meetings
Quarter to Sep 2026, as its funds voted at the companies they hold.
- Company meetings
- 318
- Resolutions voted onResolutions voted on. Each resolution put to shareholders at those meetings on which the house's funds voted, counted once however many of its funds voted.
- 1,898
- Voted againstVoted against. Resolutions on which at least one of the house's funds voted against.
- 123
- AbstainedAbstained. Resolutions on which at least one of the house's funds abstained.
- 0
Sundaram Mutual Fund documents
- FactsheetSep 2026
- Statement of additional informationOct 2026
- Annual reportYear to Mar 2026
About Sundaram Mutual Fund schemes
Sundaram Mutual Fund is the mutual fund of Sundaram Finance Limited, set up in 1996. Its schemes are run by Sundaram Asset Management Company Limited and overseen by Sundaram Trustee Company Limited, and cover equity, hybrid, debt and index schemes.
Sponsor, trustee and AMC
Sundaram Finance Limited is the sponsor, the company that sets up the fund as a trust. Sundaram Trustee Company Limited is the trustee company, which holds investors' assets and oversees the fund, and Sundaram Asset Management Company Limited is the asset management company (AMC) that makes the investment decisions. Sundaram Finance holds all the share capital of both companies.
The trust deed is dated 24 Aug 1996, and SEBI registered the fund on 3 Jan 1997 under code MF/034/97/2. The AMC was incorporated on 26 Feb 1996. The trustee company was incorporated on 2 Dec 2003, when the earlier board of trustees was converted into a company under SEBI's mutual fund rules.
Schemes it runs
This page groups the house's live schemes under four headings: equity, hybrid, debt, and index funds, ETFs and funds of funds. They span equity funds of every market size, sectoral and thematic funds, ELSS tax savers, liquid and overnight funds and overseas funds of funds. Each category name on the page links to that category's own page.
How returns and size are shown
Each scheme row shows its NAV, the price of one unit. Returns over 1, 3 and 5 years are for the plan the scheme's own page leads with, which is the Direct plan where one exists. Three and five year returns are a compounded rate a year rather than a total. A dash means no figure is shown for that period.
Assets managed is the average money in the house's funds over the latest quarter, added across all its funds. Money that one of its funds of funds holds in another of its funds is counted once.
Fund managers
The manager table lists each person who runs the house's funds, with the number of funds now managed, the money in them and the earliest start date the house has filed for that person on any fund. A fund with two managers counts in full for each, so the manager totals add up to more than the house's assets.
Complaints and voting
For the latest month the page shows investor complaints received, resolved and still open on the last day of the month; open complaints include those carried over from earlier months. For voting, it shows the company meetings and resolutions on which the house's funds voted in the latest quarter, and how many resolutions were voted against or abstained. A resolution is counted once per meeting, however many of the house's funds voted on it.