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SUNDARAM

Total Funds
169
Average Rating
2.32
Avg Expense Ratio
0.948%

📊 Quick Summary Of This Page

SUNDARAM is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Sectoral/Thematic
25
ELSS
12
Corporate Bond
11
Medium Duration
8
Equity Savings
6
Money Market
6
Aggressive
6
Large Cap
6
Low Duration
5
Arbitrage
5
Mid Cap
5
Small Cap
5
Focused
5
Value
4
Large & Mid Cap
4
Conservative
4
Dynamic Asset Allocation
4
Multi Cap
4
Banking & PSU
4
Dividend Yield
4
Short Duration
4
Overnight
4
Ultra Short Duration
4
Flexi Cap
4
Liquid
4
Multi Asset Allocation
4
Top Companies Held Across AMC
Company Funds Weight
TREPS 36 338.80%
ICICI Bank LTD 20 297.51%
BHARTI AIRTEL LTD 19 257.46%
RELIANCE INDUSTRIES LTD 16 197.91%
HDFC BANK LTD 17 176.02%
LARSEN AND TOUBRO LTD 17 148.86%
AXIS BANK LTD 15 144.72%
STATE BANK OF INDIA 15 124.44%
SUNDARAM GLOBAL BRAND FUND MASTER CLASS 1 97.57%
KOTAK MAHINDRA BANK LTD 15 80.28%
INFOSYS LTD 10 73.17%
MAHINDRA AND MAHINDRA LTD 15 73.10%
ULTRATECH CEMENT LTD 16 72.84%
NTPC LTD 11 64.92%
TVS MOTOR CO LTD 15 63.62%
636% CENTRAL GOVERNMENT SECURITIES 16 02 2031 6 59.43%
REVERSE REPO GSEC 1 52.32%
ITC LTD 9 48.72%
ETERNAL LTD PREVIOUSLY ZOMATO LTD 16 48.65%
UJJIVAN SMALL FINANCE BANK LTD 7 42.52%
Fund Managers
Manager Funds Managed
Mr. Kumaresh Ramakrishnan 64
Mr. Rohit Seksaria 38
Mr. S Bharath 21
Mr. Ashwin Jain 11
Mr. Siddarth Mohta 8
Mr. Madanagopal Ramu 8
Mr. Clyton Richard Fernandes 6
Mr. Anuj Bansal 5
Mr. Sandeep Agarwal 4
Mr. Shalav Saket 4
All Funds
Fund Category Rating Expense
Sundaram Aggressive Hybrid Fund Aggressive 5.00 1.51%
Sundaram Aggressive Hybrid Fund Aggressive 5.00 1.51%
Sundaram Aggressive Hybrid Fund Aggressive 5.00 0.00%
Sundaram Aggressive Hybrid Fund - Direct Plan Aggressive 5.00 0.62%
Sundaram Aggressive Hybrid Fund - Direct Plan Aggressive 5.00 0.62%
Sundaram Aggressive Hybrid Fund - Direct Plan Aggressive 5.00 0.62%
Sundaram Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.58%
Sundaram Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.58%
Sundaram Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.43%
Sundaram Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.43%
Sundaram Conservative Hybrid Fund Conservative 4.00 1.62%
Sundaram Conservative Hybrid Fund Conservative 4.00 1.62%
Sundaram Conservative Hybrid Fund - Direct Plan Conservative 4.00 0.96%
Sundaram Conservative Hybrid Fund - Direct Plan Conservative 4.00 0.96%
Sundaram Dynamic Asset Allocation Fund Dynamic Asset Allocation 4.00 1.79%
Sundaram Dynamic Asset Allocation Fund Dynamic Asset Allocation 4.00 1.79%
Sundaram Dynamic Asset Allocation Fund - Direct Plan Dynamic Asset Allocation 4.00 0.56%
Sundaram Dynamic Asset Allocation Fund - Direct Plan Dynamic Asset Allocation 4.00 0.56%
Sundaram Value Fund Value 3.00 1.85%
Sundaram Value Fund Value 3.00 1.85%
Sundaram Medium Term Fund Medium Duration 3.00 1.63%
Sundaram Medium Term Fund - Dividend Medium Duration 3.00 1.63%
Sundaram Medium Term Fund - Dividend Medium Duration 3.00 1.63%
Sundaram Medium Term Fund - Dividend Medium Duration 3.00 1.63%
Sundaram Medium Term Fund - Bonus Medium Duration 3.00 1.63%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Corporate Bond Fund Corporate Bond 3.00 0.00%
Sundaram Banking and PSU Debt Fund Banking & PSU 3.00 0.36%
Sundaram Banking and PSU Debt Fund Banking & PSU 3.00 0.36%
Sundaram Value Fund - Direct Plan Value 3.00 1.40%
Sundaram Value Fund - Direct Plan Value 3.00 1.40%
Sundaram Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Sundaram Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Sundaram Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Sundaram Equity Savings Fund (Growth Accum) Equity Savings 3.00 0.00%
Sundaram Equity Savings Fund (Div) Equity Savings 3.00 1.92%
Sundaram Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Sundaram Equity Savings Fund (Qtr Div) Equity Savings 3.00 0.00%
Sundaram Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Sundaram ELSS Tax Saver Fund ELSS 3.00 1.85%
Sundaram Banking and PSU Debt Fund - Direct Plan Banking & PSU 3.00 0.23%
Sundaram Banking and PSU Debt Fund - Direct Plan Banking & PSU 3.00 0.23%
Sundaram Medium Term Fund - Direct Plan Medium Duration 3.00 0.99%
Sundaram Medium Term Fund - Direct Plan Medium Duration 3.00 0.99%
Sundaram Medium Term Fund - Direct Plan Medium Duration 3.00 0.99%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV ELSS 3.00 1.00%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV ELSS 3.00 1.00%
Sundaram Short Term Fund Short Duration 3.00 0.69%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan ELSS 3.00 0.90%
Sundaram Short Term Fund Short Duration 3.00 0.69%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Direct Plan ELSS 3.00 0.90%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V ELSS 3.00 1.00%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V ELSS 3.00 1.00%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Direct Plan ELSS 3.00 0.81%
Sundaram Ultra Short Term Fund Ultra Short Duration 3.00 1.25%
Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Direct Plan ELSS 3.00 0.81%
Sundaram Ultra Short Term Fund Ultra Short Duration 3.00 1.25%
Sundaram Ultra Short to Short Term Fund Low Duration 3.00 0.99%
Sundaram Ultra Short to Short Term Fund Low Duration 3.00 0.99%
Sundaram Ultra Short to Short Term Fund - Direct Plan Low Duration 3.00 0.34%
Sundaram Ultra Short to Short Term Fund - Direct Plan Low Duration 3.00 0.34%
Sundaram Short Term Fund - Direct Plan Short Duration 3.00 0.24%
Sundaram Ultra Short to Short Term Fund - Direct Plan Low Duration 3.00 0.34%
Sundaram Short Term Fund - Direct Plan Short Duration 3.00 0.24%
Sundaram Equity Savings Fund - Direct Plan Equity Savings 3.00 0.65%
Sundaram Equity Savings Fund - Direct Plan Equity Savings 3.00 0.65%
Sundaram Equity Savings Fund - Direct Plan Equity Savings 3.00 0.65%
Sundaram Ultra Short Term Fund - Direct Plan Ultra Short Duration 3.00 0.19%
Sundaram Ultra Short Term Fund - Direct Plan Ultra Short Duration 3.00 0.19%
Sundaram ELSS Tax Saver Fund - Direct Plan ELSS 3.00 1.39%
Sundaram ELSS Tax Saver Fund ELSS 3.00 1.85%
Sundaram ELSS Tax Saver Fund - Direct Plan ELSS 3.00 1.39%
Sundaram Income Plus Arbitrage Active FoF - Direct Plan 3.00 0.35%
Sundaram Income Plus Arbitrage Active FoF - Direct Plan 3.00 0.35%
Sundaram Income Plus Arbitrage Active FoF 3.00 0.59%
Sundaram Income Plus Arbitrage Active FoF 3.00 0.59%
Sundaram Global Brand Theme - Equity Active FOF 2.08 2.08%
Sundaram Global Brand Theme - Equity Active FOF 2.08 2.08%
Sundaram Liquid Fund Liquid 2.00 0.31%
Sundaram Liquid Fund Liquid 2.00 0.31%
Sundaram Money Market Fund Money Market 2.00 0.32%
Sundaram Money Market Fund Money Market 2.00 0.32%
Sundaram Money Market Fund Money Market 2.00 0.32%
Sundaram Money Market Fund - Direct Plan Money Market 2.00 0.16%
Sundaram Money Market Fund - Direct Plan Money Market 2.00 0.16%
Sundaram Money Market Fund - Direct Plan Money Market 2.00 0.16%
Sundaram Liquid Fund - Direct Plan Liquid 2.00 0.12%
Sundaram Liquid Fund - Direct Plan Liquid 2.00 0.12%
Sundaram Dividend Yield Fund Dividend Yield 1.99 1.99%
Sundaram Dividend Yield Fund Dividend Yield 1.99 1.99%
Sundaram Multi-Factor Fund Sectoral/Thematic 1.96 1.96%
Sundaram Multi-Factor Fund Sectoral/Thematic 1.96 1.96%
Sundaram Infrastructure Advantage Fund Sectoral/Thematic 1.93 1.93%
Sundaram Infrastructure Advantage Fund Sectoral/Thematic 1.93 1.93%
Sundaram Focused Fund Focused 1.90 1.90%
Sundaram Focused Fund Focused 1.90 1.90%
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Frequently Asked Questions

SUNDARAM is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

SUNDARAM manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

SUNDARAM manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of SUNDARAM is one of several factors to consider before investing.

AUM (Assets Under Management) of SUNDARAM represents the total market value of all assets managed across its mutual fund schemes.

SUNDARAM offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in SUNDARAM mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at SUNDARAM select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by SUNDARAM support SIP (Systematic Investment Plan) investments.

Performance of SUNDARAM funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by SUNDARAM based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, SUNDARAM invests across large cap, mid cap and small cap companies.
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