Sundaram Asset Management Company Ltd. is the holding organisation of Sundaram Mutual Funds and is itself a wholly owned subsidiary of Sundaram Finance Limited.
Sundaram Finance Ltd., in its early years in the 1950s, was one of the first financial organisations to be formed in independent India – their business at the time was to fund the purchase of passenger and commercial vehicles. The company has since expanded to mutual funds, general insurance, both home and car finance, and financial services distribution.
Sundaram AMC was formed in 1996 separating Sundaram’s mutual fund section from its core financing operations. The company was co-sponsored by Sundaram Finance Limited and Stewart Newton Holdings (Mauritius). In 2002, however, Newton Investment Management got acquired and Sundaram took the opportunity to buy the Newton group’s holdings.
Sundaram AMC also has a history with BNP Paribas Asset Management (BNP PAM), which acquired a 49.9% equity stake at Sundaram AMC in the year 2006 but sold the stake in 2010.
The AMC has a fairly diverse range of mutual funds including equity, debt, liquid and fixed-income funds. They have a 21-member investment team, comprising fund managers, analysts, dealers and economists. They were the first AMC to launch mutual funds in emerging fields such as Leadership, Rural India, Capex, Mid-cap and Micro cap.
Its AUM (exceeding ₹44,887 Crore) has grown at a CAGR of 17% over the last 9 years and he AMC has handled over 6 million client folios. They have an asset management subsidiary in Singapore alongside a branch office in Dubai.
| AMC Setup date | May 13, 2010 |
| AMC Incorporation date | February 26, 1996 |
| Headquarters (India) | Chennai |
| Name of the sponsors | Sundaram Finance |
| Chairman | Mr. Pratip Chaudhuri |
| MD and CEO | Mr. Anand Radhakrishnan |
| Chief Investment Officer | Mr. Dwijendra Srivastava |
| Compliance Officer | Mr. Ajith Kumar |
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Siddharth Chaudhary
Fund Manager since Oct 2023 (1 year)
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Mr. Chaudhary joined Bajaj Finserv in July 2022 as a Senior Fund Manager (Fixed Income). Earlier, he was associated with Sundaram Asset Management Co. Ltd from April 2019 to July 2022 as Head of Fixed Income (Institutional Business). Before that, he worked as a Senior Fund Manager of Fixed Income, and as a Fund Manager of Fixed Income with Sundaram Asset Management Co. Ltd. Before that, in the period between June 2006 and September 2010, he worked as Senior Manager, Treasury Department in Indian Bank.
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Ashwin Jain
Fund Manager since Aug 2016 (8 years)
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Ravi Gopalakrishnan
Fund Manager since Dec 2017 (7 years)
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Mr. Gopalakrishnan has an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Before joining Sundaram Mutual Fund, he worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group, USA, and Sun F & C Asset Management Ltd.
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Ratish Varier
Fund Manager since Jun 2024 (9 months)
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Mr. Varier is currently VP and Fund Manager Equities at Sundaram Asset Management Company. He has a B.Com. & MBA (Finance). Before Sundaram, he worked with Mahindra Asset Management, Reliance Life Insurance Company Limited and ICAP.
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Rohit Seksaria
Fund Manager since Mar 2016 (9 years)
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Rohit Seksaria is a Chartered Accountant did his MBA from Indian Institute of Management, Ahmedabad. He worked at various firms including JP Morgan Investment Management, UTI Mutual Fund, Irevna Research Services, Progress Capital, Matchpoint Investment Management and Progress Capital /Asia Capital & Advisors before joining Sundaram Asset Management Company.
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Rahul Baijal
Fund Manager since Apr 2022 (2 years)
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Rahul Baijal did his MBA from the Indian Institute of Management, Calcutta. Before joining HDFC Mutual Fund he worked at various firms including ANZ Investment Bank, Standard Chartered Bank, Credit Suisse, HSBC Global Banking and Markets, TVF Capital, Bharti AXA Life Insurance and Sundaram Mutual. He joined HDFC Mutual Fund as a Senior Fund Manager (Equity).
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S Bharath
Fund Manager since Jul 2019 (5 years)
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Mr. Bharath has a B Com (H) and an MBA. Before joining Sundaram Mutual Fund he has worked with Navia Markets Ltd as an analyst.
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Sudhir Kedia
Fund Manager since Oct 2019 (5 years)
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Sudhir Kedia, a seasoned professional with over 17 years of expertise in fund management and equity research, manages multiple funds at Sundaram Asset Management. His portfolio includes Sundaram Multi Cap Fund, Flexi Cap Fund, ELSS Tax Saver Fund, Diversified Equity Fund, and Equity Savings Fund, along with various close-ended schemes. A Chartered Accountant, Cost and Works Accountant, and MBA, he has previously worked with Principal India Mutual Fund, Mirae Asset Global Investments, and ASK Investment Managers, showcasing his diverse industry experience.
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Dwijendra Srivastava
Fund Manager since May 2011 (13 years)
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Dwijendra Srivastava did his PGDM, Finance from Goa Institute of Management (GIM). He worked at Indo Swiss, Tower Capital & Securities Pvt. Ltd, Tata Mutual Fund, JM Financial Mutual Fund and Deutsche Asset Management before joining Sundaram Asset Management Company Limited. Currently, he is the Executive Vice President and CIO Debt.
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Ashish Aggarwal
Fund Manager since Jan 2016 (9 years)
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Ashish Aggarwal did PGPM from Infinity Business School. He worked at IL & Fs Investsmart Sec Limited, Collins Stewart India, Mangal Keshav Securities, Tata Securities and Antique Stock Broking Limited before joining Sundaram Mutual as the Associate Fund Manager.
Investing in the Sundaram Mutual Fund is a hassle-free process when done through your Angel One account. You just have to follow these steps:
Step 1: Log in to your Angel One account by entering your mobile number and the OTP. Next, enter your MPIN to complete the login process.
Note:In case you do not have an account with Angel One, you can easily open a demat account with us in a matter of a few minutes by submitting the necessary documents.
Step 2: Determine which funds are the most suited based on your needs and your risk profile. You can learn more about each fund on the Angel One app. Things to do while making the choice are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
Sundaram Mutual Fund is just a few steps away with Angel One’s simplified and fully digital KYC process. To get started with your investment, kindly provide the following essential documents:
At Angel One, we’ve made the KYC verification process hassle-free, granting you quick access to Sundaram Mutual Funds, whether you’re a new or returning investor. Achieve your financial goals effortlessly through our user-friendly platform. The KYC process typically takes only 48-72 business hours, so you can kickstart your mutual fund journey promptly.
| Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Sundaram Mid Cap Fund | Equity | 11,638.05 | 21.80 | 9.69 |
| Sundaram Infra Advantage Fund | Equity | 908.35 | 19.05 | 2.87 |
| Sundaram Consumption Fund | Equity | 1,518.44 | 17.81 | 11.20 |
| Sundaram Small Cap Fund | Equity | 3,167.78 | 17.75 | -0.49 |
| Sundaram Fin Serv Opp Fund | Hybrid | 1,385.95 | 17.27 | 4.48 |
| Sundaram Services Fund | Equity | 3,793.22 | 16.68 | 10.63 |
| Sundaram Dividend Yield Fund | Equity | 879.51 | 15.20 | 1.37 |
| Sundaram Multi Cap Fund | Equity | 2,643.76 | 14.43 | 5.41 |
| Sundaram Nifty 100 Equal Weight Fund | Equity | 96.35 | 13.94 | 2.15 |
| Sundaram Global Brand Fund | Hybrid | 121.20 | 13.56 | 18.39 |
Note: All data is as of February 24, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
The Sundaram Mid Cap Fund is an open-ended equity scheme predominantly investing in mid-cap companies. The fund aims to provide long-term capital appreciation by focusing on companies with a market capitalisation within the Nifty Midcap 150 Index.
The fund is managed by S. Bharath and Ratish Varier and is benchmarked against the NIFTY Midcap 150 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Infrastructure Advantage Fund is an open-ended equity scheme investing in companies engaged in infrastructure development. The fund seeks to provide capital appreciation by investing in equity and equity-related instruments of companies in the infrastructure sector.
The fund is managed by Ashish Aggarwal and Ratish Varier and is benchmarked against the NIFTY Infrastructure Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Consumption Fund is an open-ended equity scheme investing in companies that are part of the consumption theme. The fund aims to achieve capital appreciation by investing in equity and equity-related instruments of companies engaged in or expected to benefit from consumption and related activities.
The fund is managed by Ratish Varier and is benchmarked against the NIFTY India Consumption Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Small Cap Fund is an open-ended equity scheme that predominantly invests in small-cap companies. The fund aims to provide long-term capital appreciation by focusing on companies with a market capitalisation within the NIFTY Smallcap 250 Index.
The fund is managed by Rohit Seksaria and is benchmarked against the NIFTY Smallcap 250 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Financial Services Opportunities Fund is an open-ended equity scheme investing in companies engaged in the financial services sector. The fund seeks to achieve capital appreciation by investing in equity and equity-related instruments of companies in the financial services industry.
The fund is managed by Rohit Seksaria and Ashish Aggarwal and is benchmarked against the NIFTY Financial Services Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Services Fund is an open-ended equity scheme investing in companies predominantly engaged in the services sector of the economy. The fund aims to seek capital appreciation by investing in equity and equity-related instruments of companies deriving a majority of their income from services such as healthcare, tourism, hospitality, transportation, logistics, education, media, and retail.
The fund is managed by Rohit Seksaria, S. Bharath, and Patanjali Srinivasan and is benchmarked against the NIFTY Services Sector Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Dividend Yield Fund is an open-ended equity scheme investing in dividend-yielding stocks. The fund aims to provide capital appreciation by investing in a diversified portfolio of companies that have a consistent track record of paying dividends.
The fund is managed by Ratish Varier and Ashish Aggarwal and is benchmarked against the NIFTY Dividend Opportunities 50 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Multi Cap Fund is an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks. The fund aims to provide long-term capital appreciation by diversifying investments across different market capitalisations.
The fund is managed by Sudhir Kedia and Ratish Varier and is benchmarked against the NIFTY 500 Total Return Index. The scheme applies an exit load of 1% if more than 25% of the units are redeemed, withdrawn by way of SWP, or transferred by way of STP within 365 days from the date of allotment. No exit load applies if up to 25% of the units are redeemed or if units are redeemed after 365 days from the date of allotment.
The Sundaram Nifty 100 Equal Weight Fund is an open-ended index scheme that replicates the NIFTY 100 Equal Weight Index. The fund aims to provide returns that closely correspond to the total returns of the NIFTY 100 Equal Weight Index, subject to tracking errors.
The fund is managed by Rohit Seksaria and Ashish Aggarwal and is benchmarked against the NIFTY 100 Equal Weight Total Return Index. The scheme applies an exit load of 0.25% if the units are redeemed within 15 days from the date of allotment. No exit load applies if the units are redeemed after 15 days from the date of allotment.
The Sundaram Global Brand Fund is an open-ended fund investing in international equities through a fund-of-funds structure. The fund aims to provide long-term capital appreciation by investing in units of overseas funds that hold global brand leaders.
The fund is managed by Patanjali Srinivasan and is benchmarked against the MSCI World Total Return Index. The scheme applies an exit load of 1% if the units are redeemed within 12 months from the date of allotment. No exit load applies if the units are redeemed after 12 months from the date of allotment.
For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting mutual funds. Finally, you can also redeem your Sundaram Mutual Funds units by visiting the AMC's website.
You can do this in three ways - by visiting mutual funds, the Angel One App or the AMC’s official website.
Getting the Sundaram Mutual Funds account statement is simple. Head to Mutual Funds section in the Angel One App or visit mutual funds. Alternatively, you can get the statement by visiting the AMC’s official website.
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