Fund house overviewSundaram
Mutual Fund.
Sundaram Mutual Fund is run by Sundaram Asset Management, part of the Chennai-based Sundaram Finance group, and has been in business since 1996. It absorbed Principal Mutual Fund's schemes in 2021 and has a long-standing small- and mid-cap franchise.
Sundaram Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
Sundaram mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| Sundaram Mid Cap Fund - Direct Plan - GROWTHDirectMid Cap Fund · Equity | ₹14,485 Cr | ₹1,533.4212 | 1.05% | -0.1% | +16.4% |
| Sundaram Mid Cap Fund - Regular Plan - GROWTHRegularMid Cap Fund · Equity | ₹14,485 Cr | ₹1,390.1694 | 1.86% | -0.9% | +15.4% |
| Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - GROWTHRegularAggressive Hybrid Fund · Hybrid | ₹9,137 Cr | ₹152.6293 | 2.13% | -6.0% | +7.1% |
| Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Regular Plan - GROWTHRegularLiquid Fund · Debt | ₹8,648 Cr | ₹2,488.6176 | 0.36% | +6.4% | +6.8% |
| Sundaram Large and Midcap Fund - Direct Plan - GROWTHDirectLarge & Mid Cap Fund · Equity | ₹7,300 Cr | ₹100.3739 | 1.29% | +3.1% | +13.4% |
| Sundaram Large and Midcap Fund - Regular Plan - GROWTHRegularLarge & Mid Cap Fund · Equity | ₹7,300 Cr | ₹88.0966 | 2.30% | +2.0% | +12.2% |
| Sundaram Services Fund - Direct Plan - GROWTHDirectSectoral/ Thematic · Equity | ₹5,170 Cr | ₹38.2882 | 0.85% | -0.4% | +13.0% |
| Sundaram Services Fund - Regular Plan - GROWTHRegularSectoral/ Thematic · Equity | ₹5,170 Cr | ₹34.8827 | 1.94% | -1.5% | +11.7% |
| Sundaram Small Cap Fund - Regular Plan - GROWTHRegularSmall Cap Fund · Equity | ₹4,061 Cr | ₹286.3624 | 2.02% | +10.1% | +14.2% |
| Sundaram Multi Asset Allocation Fund - Regular Plan - GROWTHRegularMulti Asset Allocation · Hybrid | ₹3,338 Cr | ₹12.6486 | 2.10% | -1.8% | — |
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Key information about Sundaram Mutual Fund
| Mutual fund name | Sundaram Mutual Fund |
|---|---|
| Asset management company | Sundaram Mutual Fund |
| Mutual fund setup date | 24 December 1996 |
| Sponsor | Sundaram Finance Limited |
| Trustee organisation | Sundaram Trustee Company Limited |
| Managing director | Anand Radhakrishnan |
| SEBI registration | MF/033/96/11 |
| Mutual fund AUM | About ₹0.33 lakh Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in Sundaram Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in Sundaram MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
Sundaram Mutual Fund customer care
Contact Sundaram Mutual Fund ↗
For official service, complaints and current contact details.Top Sundaram Mutual Fund managers
Key fund managers managing schemes under Sundaram.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from Sundaram's official website and AMFI registered data. The fund table covers 277 schemes listed under Sundaram Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
Sundaram reports about ₹0.33 lakh Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (24 December 1996), sponsor, SEBI registration (MF/033/96/11) follow AMFI member records. Contact details come from Sundaram's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.