Sundaram Mutual Fund: AUM, Schemes, History & Top Funds
Sundaram Mutual Fund manages ₹83,817.48 crore across 33 schemes. See its history, leadership and top funds with returns and risk data.
Sundaram Mutual Fund is run by Sundaram Asset Management Company Ltd, a wholly owned subsidiary of Sundaram Finance Limited. It manages ₹83,817.48 crore across 33 schemes and is headquartered in Chennai. This guide covers its history, leadership and its top 10 funds with returns and risk data.
Key takeaways
- Sundaram Mutual Fund manages ₹83,817.48 crore across 33 schemes and was incorporated on 26 February 1996.
- It has been a fully-owned subsidiary of Sundaram Finance Ltd since 2010, after a short-lived joint venture with BNP Paribas Asset Management.
- Anand Radhakrishnan (Managing Director) and Harsha Viji (MD) lead the AMC, with Ravi Gopalakrishnan as Chief Investment Officer-Equity.
- The AMC says it was the first to launch funds in Leadership, Rural India, Capex, Mid-cap and Micro cap themes.
- Its top 10 funds are led by ELSS (tax saver) series alongside debt, infrastructure and mid cap funds.
What is Sundaram Mutual Fund?
Sundaram Asset Management Company Ltd., the holding organisation of Sundaram Mutual Funds, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest financial institutions. It has over 20 years of experience in fund management. At its inception in 1996, the AMC was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius). Its headquarters are in Chennai.
The AMC has a diverse portfolio across equity, debt, liquid and fixed income funds, a 21-member investment team of fund managers, analysts, dealers and economists, 93 customer-care centres across the country, a fully-owned asset management subsidiary in Singapore and a branch office in Dubai.
What is the history of Sundaram AMC?
Sundaram AMC was formed in 1996 to separate the mutual fund division from Sundaram's core financing operations. In 2002, Newton Investment Management was acquired by Mellon Financial Corporation, and Sundaram acquired the Newton group's holding in the merged company.
BNP Paribas Asset Management (BNP PAM) acquired a 49.9% equity stake in Sundaram AMC in 2006, but the joint venture was short-lived. In 2010, BNP PAM had to relieve its stake as it acquired the Fortis group, and regulations dictate that a company can only promote one mutual fund. Since then, Sundaram AMC has been a fully-owned subsidiary of Sundaram Finance Ltd.
What is Sundaram Finance?
Sundaram Finance Ltd. was incorporated in 1954, becoming one of the first financial organisations formed in independent India, with a paid-up capital of ₹2 lakh. It went public in 1972 and now deals in mutual funds, general insurance, home and car finance and financial services distribution. It reports net assets of over ₹28,000 crore and annual gross revenue of over ₹5,000 crore.
Sundaram Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹83,817.48 crore |
| Number of schemes | 33 |
| AMC age | 30 years |
| Incorporation date | 26 February 1996 |
| Sponsors | Sundaram Finance |
| Trustee organisation | Sundaram Trustee Company Ltd. |
| Trustees | Dr. John Praveen, Mr. Srinath Sridharan, Mr. Sujal Shah, Mr. Rakesh Sood |
| CIO | Ravi Gopalakrishnan(Chief Investment Officer-Equity) |
| MD | Mr. Harsha Viji |
| CEO | Anand Radhakrishnan(Managing Director) |
| Compliance officer | P Sundararajan |
| Address | Sundaram Towers No. 46, , 1st& 2nd Floor, Whites Road, Royapettah Chennai 600014 |
Top 10 Sundaram Mutual Funds ranked by an internal score
These are the fund house's top 10 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IV | ELSS (Tax Saver) Fund | 37.26% | 12.01% | 13.02% | 17.69% |
| Sundaram Long Term Tax Advantage Fund Series III | ELSS (Tax Saver) Fund | 38.36% | 12.31% | 12.82% | 17.49% |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) | Short Duration Fund | 5.47% | 5.35% | 6.93% | -- |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI | ELSS (Tax Saver) Fund | 39.56% | 9.77% | 12.04% | 16.05% |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | Sectoral/Thematic Fund | 7.10% | 7.81% | 15.72% | 15.78% |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) | Liquid Fund | 7.06% | 6.39% | 6.84% | -- |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V | ELSS (Tax Saver) Fund | 40.13% | 10.76% | 12.52% | 15.81% |
| Sundaram Services Fund | Sectoral/Thematic Fund | 23.13% | 6.06% | 13.92% | 12.77% |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV | ELSS (Tax Saver) Fund | 38.34% | 10.07% | 12.01% | 16.25% |
| Sundaram Mid Cap Fund | Mid Cap Fund | 17.37% | 9.17% | 18.17% | 16.48% |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Sundaram Long Term Tax Advantage Fund Series IV | INF903JA1CX1 | 25.97% | 19.83% | -22.16% | 0.42 |
| Sundaram Long Term Tax Advantage Fund Series III | INF903JA1BR5 | 26.03% | 19.94% | -22.79% | 0.40 |
| Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) | INF173K01BA3 | 6.85% | 1.09% | -0.44% | -0.10 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VI | INF903JA1AX5 | 26.28% | 20.38% | -23.45% | 0.34 |
| Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities) | INF903J01F68 | 23.14% | 20.27% | -22.82% | 0.57 |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) | INF173K01DA9 | 6.69% | 0.21% | -0.01% | -2.20 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES V | INF903JA1930 | 25.44% | 20.56% | -23.69% | 0.37 |
| Sundaram Services Fund | INF903JA1EX7 | 19.23% | 16.90% | -17.45% | 0.57 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IV | INF903JA1500 | 25.67% | 20.52% | -24.17% | 0.33 |
| Sundaram Mid Cap Fund | INF903J01173 | 22.53% | 19.16% | -20.97% | 0.80 |
The Sundaram Liquid Fund shows volatility of 0.21%, while the Sundaram Mid Cap Fund shows 19.16% with a 3-year CAGR of 18.17%. Sortino ratio measures return relative to downside risk, so compare it within a category.
How to invest in Sundaram Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Sundaram Mutual Fund combines the long history of Sundaram Finance with a 33-scheme line-up. Compare each fund's returns, volatility and drawdown with your goals before investing.
Frequently asked questions
How do I start an SIP in Sundaram Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Sundaram Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Sundaram Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Sundaram Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Sundaram Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).