Sundaram Mutual Fund

Sundaram Mutual Fund


Sundaram Mutual Fund

Investment manager for Sundaram Mutual Fund sponsored by Sundaram Finance & Newton Group in 1996. Newton exited in 2002.

BNP Paribas Asset Management (BNPP AM) became a partner in 2006. In 2010, as part of a global acquisition, the parent company of BNP Paribas Asset Management has acquired the banking and financial services activities of the Fortis Group. Hence, Sundaram Finance has fully bought out BNP Paribas stake and has taken 100% charge of the business.

The mutual fund is now fully sponsored by Sundaram Finance and it holds a 100%stake in the Asset Management Company and the Trustee Company

Mr. T V Sundaram Iyengar founded the group in 1911 as a bus service

Considered as one of the most respected names in Indian business

Leaders in quality management

Pioneers in employee welfare, customer satisfaction and values

Sponsor: Sundaram Finance Limited
Trustee: Sundaram Trustee Company Ltd
Investment Manager: Sundaram Asset Management Company LimitedStatutory Details: Sundaram Mutual Fund, a trust set up under the provisions of the Indian Trust Act, and registered with SEBI vide Registration No.MF/034/97/2.

  • Summary of Sundaram Mutual Fund Schemes

  • No of schemes : 136

  • Corpus under management : Rs. 60751.3789 crs. (as on 30-Jun-2024 )

Arbitrage Funds (2)

Balanced (14)

Equity (54)

Global Funds (2)

Income Funds (18)

Liquid Funds (24)

Short Term Income Funds (8)

Ultra Short Term Funds (13)

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Top 5 Sundaram Mutual Fund Funds

Scheme NameNAV(Rs.)1m %3m %6m %1y %3y %
Sundaram LT MC Tax Advantage Fund-Sr.III (G) 32.33 [1.91] 8.83 14.31 35.98 24.58
Sundaram LT MC Tax Advantage Fund-Sr.IV (G) 28.02 [1.79] 8.61 14.28 36.01 24.82
Sundaram LT MC Tax Advantage Fund-Sr.V (G) 26.99 [1.59] 9.18 15.05 36.32 23.43
Sundaram LT Tax Advantage Fund-Sr.IV (G) 31.67 [1.45] 8.33 13.45 35.27 25.79
Sundaram LT MC Tax Advantage Fund-Sr.VI (G) 25.80 [1.41] 7.84 13.91 36.14 24.32

Sundaram Mutual Fund - AUM Trend(Change)

Change in trend of Sundaram Mutual Fund year on year

Contact Information of Sundaram Mutual Fund

Details of Registered office and service center of Sundaram Mutual Fund

RegisteredService Centre
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Phone : 044-2858 3362/3367
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com
1st Floor, Maangalaya, Purnarbhav,
132, Brigade Road,
Bangalore -560025.
Phone : 080-22076707
Email : sundarammutual@sundarammutual.com
Website : www.sundarammutual.com

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