Sundaram Mutual Fund

At the time of its inception in 1996, the AMC was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius).
The company has a chequered history, with multiple acquisitions and counter-acquisitions throughout its existence.
With a relatively meagre paid-up capital of Rs. 2 Lakh, their primary objective at the time was to fund the purchase of passenger as well as commercial vehicles. The company became public in 1972 and has since then dealt in various areas of finance including but not limited to mutual funds, general insurance, home and car finance, and financial services distribution.
As of now, Sundaram Finance Ltd. is one of the largest financial institutions in India with reported net assets worth over Rs. 28,000 Crore and annual gross revenue of over Rs. 5000 Crore.
Sundaram AMC was formed in 1996 in a bid to separate Sundaram’s mutual fund division from its core financing operations. Sundaram has had a long association with the Newton group, which co-funded the AMC at the time.
In 2010, BNP PAM had to relieve its stake at Sundaram Mutual Fund as it acquired the Fortis group, and government regulations dictate that a company can only promote one mutual fund.
In all, Sundaram has 93 schemes that investors can choose from.
Sundaram Mutual Funds has handled over 5.6 million client folios in its decorated history.
They have an extensive distribution network with over 35,000 empanelled distributors in their ranks.
They were the first AMC to launch mutual funds in emerging fields such as Leadership, Rural India, Capex, Mid-cap and Micro cap.

They also have a fully-owned asset management subsidiary in Singapore and a branch office in Dubai.

Key information

How can you invest in Sundaram Mutual Funds?

Invest in the Sundaram Mutual fund is very easy and simple. You can do it by yourself by just sign up on Welathdirect.in website or you can call us, the best financial advisor in Delhi/NCR. Our consultant helps you in selecting the best fund as per your goals. Finacial consultant will helps you identify the best growing sectors in Indian economy that will lead you to get maximum returns with less risk factors associated. To connect with best financial advisors in India, please follow the steps below :
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Top Fund Managers

1. Mr. S. Krishnakumar

Mr. S. Krishnakumar is the Vice President and Chief Investment Officer at Sundaram Mutual Funds, a company he has been associated with since 2003. He joined as a Senior Research Analyst at the company and steadily rose through the ranks to become the Head of Equity Research in 2004. He was also working as a Fund Manager at the same time.
Mr. Krishnakumar is a former student of Loyola Institute of Business Administration and NIT, Trichy from where he earned his PGDBA in Finance and B.E respectively. Before joining Sundaram, Mr. Krishnakumar had served in the capacity of Vice President at Anush Shares and Securities Pvt. Ltd. and Senior Engineer at Lucas TVS.
Mr. Krishnakumar manages 31 schemes aggregating an AuM of over Rs. 17,000 Crore. Some of the key schemes that he manages include Sundaram Financial Services Opportunities Fund Direct Growth, Sundaram Rural and Consumption Fund Direct Growth, Sundaram Infrastructure Advantage Fund Direct Growth and Sundaram Large and Mid Cap Fund Direct-Dividend.

2. Mr. Rahul Baijal

An IIM-C MBA in Finance, Marketing and Strategy, Mr. Rahul Baijal is a Senior Fund Manager at Sundaram. He joined the company in July 2016 after an enriching career spanning over 17 years.
Before being a part of the Investment team at Sundaram.He was also a Director and Portfolio Manager at TVF Capital, and Equity Analyst at HSBC Global Banking and Markets, and Credit Suisse. He started his career as a Management Trainee at Standard Chartered Bank.
At Sundaram, Mr. Baijal manages 16 schemes worth a net AuM of 4,603. His key funds include Sundaram Select Focus Fund Direct-Growth, Sundaram Financial Services Opportunities Fund Direct-Growth, and Sundaram Equity Hybrid.

3. Mr. Rahul Ranjan

With more than 15 years of experience in financial markets,Mr. Ranjan is a gold medallist in the Finance stream of Indian Institute of Management.
He has served in different capacities at various financial organisations. Just before Sundaram, he was a Vice President and Head of Equity at Star Union Dai-ichi Life Insurance where he headed a team of fund managers which managed over Rs. 7,000 Crore worth of assets. He has also served as a Fund Manager at Max Life Insurance Company for 10 years. Mr. Ranjan started as an Assistant Manager at Adani Wilmer Limited, where he served from 2001 to 2004.

4. Mr. S. Bharath

He started his career as a Research Analyst at a Mumbai-based firm, Navia Markets Limited in 2002 till 2004 when he joined Sundaram.
His initial years at Sundaram were spent as a Research Analyst as well, a post he held till 2008 until he moved to fund management. Currently, he manages 11 schemes with an estimated AuM of 4,100 Crore. Most notably, he is Sundaram’s point of contact for all investments in overseas securities.

5. Mr. Rohit Seksaria

Mr. Rohit Seksaria secured an All-India rank of 36 in his ICAI exams. He went on to study Finance at the prestigious Indian Institute of Management, Ahmedabad from where he graduated in 2002. He began as a Manager at UTI Mutual Fund and moved on to Irevana Research Services where he headed their Global Equity Strategy Research team. He has also worked as a Senior Portfolio Analyst at Progress Capital Pte Ltd, an Analyst at Matchpoint Investment Management, a Portfolio Manager at Progress Capital/Asia capital .His net AuM is estimated to be around Rs. 3,200 Crore.

Sundaram Short Term Credit Risk Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.9% returns in the last 1 year.

Sundaram Large and Mid Cap Fund Growth

Fund Objective: The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.48% returns in the last 1 year.

Sundaram Rural and Consumption Fund Growth

Fund Objective: The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.92% returns in the last 1 year.

Sundaram Select Focus Fund Growth

Fund Objective: To achieve capital appreciation by investing in a very few select stocks.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.76% returns in the last 1 year.

Sundaram Corporate Bond Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.07% returns in the last 1 year.

Sundaram Money Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.36% returns in the last 1 year.

Sundaram Medium Term Bond Fund Growth

Fund Objective: The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor.

Sundaram Infrastructure Advantage Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.85% returns in the last 1 year.

Sundaram Diversified Equity Fund Growth

Fund Objective: To achieve capital appreciation by investing predominantly in equities and equityrelated instruments. A lock-in period of 3 years is applicable.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.57% returns in the last 1 year.

Sundaram Equity Hybrid Fund Growth

Fund Objective: The scheme seeks to generate capital appreciation and current income through a mix of investments in Equities and Fixed Income Securities.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.06% returns in the last 1 year.

Sundaram Smart NIFTY 100 Equal Weight Fund Growth

That are commensurate (before fees and expenses) with the performance of the underlying Index, subject to 2% tracking error.however, there is no assurance that the objective of the Scheme will be achieved.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.96% returns in the last 1 year.
This is one of the best Others mutual fund in India.

Sundaram Debt Oriented Hybrid Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.9% returns in the last 1 year.

Sundaram Short Term Debt Fund Growth

Fund Objective: The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor.

Sundaram Financial Services Opportunities Fund Growth

Fund Objective: Seek capital appreciation by investing predominantly in equity and equity related securities of Indian Companies engaged in banking and financial Services.

Sundaram Mid Cap Fund Growth

Fund Objective: The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.29% returns in the last 1 year.