Sundaram Mutual Fund
39 funds · Latest portfolio 30-09-2026
Open a fund to see its NAV for the Direct and Regular plans, its expense ratio, its full holdings and the stocks it bought and sold each month.
- Total AUM
- ₹77,535 Cr
- As on 30-09-2026, without fund of funds
- AUM Change
- +9.18%
- From August 2026
- Total Funds
- 39
- 28 categories
- Latest portfolio
- 30-09-2026
- Month-end holdings
All Sundaram funds
| Category | Exit load | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund | Mid Cap | 13,854 | −4.58% | +16.41% | +15.07% | +13.18% | Very High | 1.06% | 1% within 365 days | 15.80% |
| Sundaram Aggressive Hybrid Fund | Aggressive Hybrid | 8,793 | −6.69% | +8.63% | -- | -- | High | 1.15% | 1% within 365 days | 10.09% |
| Sundaram Large and Midcap Fund | Large & Mid Cap | 7,131 | −3.04% | +12.88% | +10.18% | +13.91% | Very High | 1.30% | 1% within 365 days | 15.14% |
| Sundaram Liquid Fund | Liquid | 6,727 | +6.53% | +6.95% | -- | -- | Moderate | 0.14% | Varies | 0.15% |
| Sundaram Services Fund | Thematic | 4,999 | −4.35% | +13.38% | +11.59% | -- | Very High | 0.86% | 1% within 365 days | 14.09% |
| Sundaram Small Cap Fund | Small Cap | 4,107 | +2.90% | +14.11% | +14.43% | +13.71% | Very High | 1.00% | 1% within 365 days | 16.61% |
| Sundaram Multi Asset Allocation Fund | Multi Asset | 3,205 | −2.75% | -- | -- | -- | Very High | 0.79% | 1% within 365 days | -- |
| Sundaram Multi Cap Fund | Multi Cap | 2,901 | −7.27% | +5.07% | -- | -- | Very High | 1.25% | 1% within 365 days | 15.09% |
| Sundaram Large Cap Fund | Large Cap | 2,866 | −6.10% | +7.98% | +7.37% | -- | Very High | 0.87% | 1% within 365 days | 12.72% |
| Sundaram Ultra Short Term Fund | Ultra Short | 2,108 | +6.39% | +7.20% | -- | -- | Low to Moderate | 0.22% | None | 0.36% |
| Sundaram Overnight Fund | Overnight | 1,927 | +5.23% | +6.00% | +5.75% | -- | Low | 0.08% | None | 0.04% |
| Sundaram Flexicap Fund | Flexi Cap | 1,837 | −10.21% | +8.49% | -- | -- | Very High | 0.87% | Varies | 13.15% |
| Sundaram Business Cycle Fund | Thematic | 1,716 | −7.30% | -- | -- | -- | Very High | 1.12% | 1% within 365 days | -- |
| Sundaram Financial Services Opportunities Fund | Thematic | 1,614 | −5.53% | +10.28% | +11.40% | +13.25% | Very High | 0.92% | 0.5% within 30 days | 16.68% |
| Sundaram Dynamic Asset Allocation Fund | Balanced Advantage | 1,596 | −4.99% | +7.83% | -- | -- | High | 1.12% | 1% within 365 days | 8.40% |
| Sundaram Consumption Fund | Thematic | 1,408 | −11.16% | +7.57% | +9.69% | +10.65% | Very High | 1.72% | 0.5% within 30 days | 13.32% |
| Sundaram Money Market Fund | Money Market | 1,338 | +6.35% | +7.21% | +6.57% | -- | Low to Moderate | 0.20% | None | 0.42% |
| Sundaram Value Fund | Value and Contra | 1,217 | −11.71% | +6.15% | +6.66% | +9.33% | Very High | 1.77% | 1% within 365 days | 12.87% |
| Sundaram ELSS Tax Saver Fund | ELSS | 1,212 | −10.84% | +7.98% | -- | -- | Very High | 1.78% | None | 13.10% |
| Sundaram Focused Fund | Focused | 1,032 | −2.25% | +10.30% | -- | -- | Very High | 1.36% | 0.25% within 7 days | 13.26% |
| Sundaram Equity Savings Fund | Equity Savings | 943 | −1.58% | +8.79% | -- | -- | -- | 1.35% | 0.5% within 7 days | 5.50% |
| Sundaram Infrastructure Advantage Fund | Thematic | 922 | −3.75% | +14.51% | +13.40% | +13.70% | Very High | 1.82% | 0.5% within 30 days | 16.72% |
| Sundaram Multi-Factor Fund | Thematic | 790 | −9.32% | -- | -- | -- | Very High | 1.68% | 1% within 365 days | -- |
| Sundaram Dividend Yield Fund | Dividend Yield | 757 | −9.22% | +9.25% | -- | -- | -- | 1.27% | -- | 13.13% |
| Sundaram Corporate Bond Fund | Corporate Bond | 619 | +3.64% | +6.82% | +5.99% | +6.84% | Moderate | 0.33% | None | 1.07% |
| Sundaram Arbitrage Fund | Arbitrage | 539 | +6.83% | +7.22% | -- | -- | Low | 0.97% | 0.25% within 15 days | 1.19% |
| Sundaram Ultra Short to Short Term Fund | Low Duration | 381 | +5.67% | +7.17% | -- | -- | Low to Moderate | 0.40% | None | 0.49% |
| Sundaram Banking and PSU Debt Fund | Banking & PSU | 258 | -- | -- | -- | -- | Low to Moderate | 0.27% | None | -- |
| Sundaram Short Term Fund | Short Duration | 176 | +4.68% | +7.28% | -- | -- | Low to Moderate | 0.28% | None | 0.90% |
| Sundaram Global Brand Theme-Equity Active FOF | Fund of Funds | 169 | +10.83% | +21.07% | +11.87% | +12.77% | Very High | 1.37% | 1% within 365 days | 12.57% |
| Sundaram Nifty 100 Equal Weight Fund | Index | 140 | −3.86% | +13.19% | -- | -- | Very High | 0.76% | None | 14.99% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii | ELSS | 75 | −4.41% | +8.63% | +12.54% | -- | Very High | 1.04% | None | 16.89% |
| Sundaram Income Plus Arbitrage Active FoF | Fund of Funds | 56 | -- | -- | -- | -- | Low to Moderate | 0.34% | None | -- |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi | ELSS | 36 | −5.09% | +8.73% | +12.41% | -- | Very High | 0.98% | None | 16.74% |
| Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv | ELSS | 36 | −5.20% | +8.40% | +12.52% | -- | Very High | 1.12% | None | 16.85% |
| Sundaram Long Term Tax Advantage Fund Series III | ELSS | 34 | −3.46% | +9.62% | +13.97% | -- | Very High | 1.01% | None | 16.42% |
| Sundaram Medium Term Fund | Medium Duration | 32 | +2.45% | +5.74% | +4.74% | +5.61% | Moderate | 1.17% | None | 1.27% |
| Sundaram Long Term Tax Advantage Fund Series IV | ELSS | 22 | −4.32% | +9.50% | +13.89% | -- | Very High | 1.04% | None | 16.35% |
| Sundaram Conservative Hybrid Fund | Conservative Hybrid | 18 | −1.40% | +5.41% | +5.09% | +6.19% | Moderate | 1.14% | None | 3.36% |
Returns, std dev and expense ratio are for each fund's Direct plan, as on the latest NAV. 3, 5 and 10 year figures are a rate a year. Std dev: how much the daily returns swung over 3 years, as a yearly figure. Riskometer and exit load from each fund's scheme summary document. AUM is each fund's size at its last month end, in ₹ crore.
Which Sundaram funds are gaining or losing investor interest?
Highest Inflow
Net investor money in September 2026
- Sundaram Overnight Fund+₹586 Cr
- Sundaram Mid Cap Fund+₹85 Cr
- Sundaram Business Cycle Fund+₹76 Cr
Highest Outflow
Net investor money in September 2026
- Sundaram Liquid Fund−₹2,410 Cr
- Sundaram Money Market Fund−₹390 Cr
- Sundaram Ultra Short Term Fund−₹321 Cr
Our calculation from official figures. Each fund's AUM change from 31-08-2026 to 30-09-2026, less the part its NAV move explains. A dividend the fund paid out counts as money out.
Compare Sundaram Mutual Fund with other fund houses
| # | Fund house | Schemes | AUM (in Cr) | AUM change (1M) | |
|---|---|---|---|---|---|
| 1 | SBI Mutual Fund | 104 | 12,24,189 | −4.84% | → |
| 2 | ICICI Prudential Mutual Fund | 149 | 10,65,403 | −5.04% | → |
| 3 | HDFC Mutual Fund | 112 | 8,96,331 | −5.37% | → |
| 4 | Nippon India Mutual Fund | 107 | 6,63,931 | −4.59% | → |
| 5 | Kotak Mahindra Mutual Fund | 119 | 5,69,869 | −4.54% | → |
| 6 | Aditya Birla Sun Life Mutual Fund | 103 | 4,15,134 | −5.67% | → |
| 7 | UTI Mutual Fund | 82 | 3,83,846 | −4.77% | → |
| 8 | Axis Mutual Fund | 88 | 3,58,203 | −6.88% | → |
Sundaram Mutual Fund is 21/51 by AUM. A fund house with no AUM on file is ranked by number of schemes.
Management Team
- CEO
- Anand Radhakrishnan
- Chief Investment Officer
- Not named in its SAI
- Compliance Officer
- Ajith Kumar R
Top Fund Managers of Sundaram Mutual Fund
Shalav Saket
Number of funds managed: 17. Funds managed: Sundaram Aggressive Hybrid Fund, Sundaram Business Cycle Fund, Sundaram Consumption Fund, Sundaram ELSS Tax Saver Fund, Sundaram Financial Services Opportunities Fund, Sundaram Flexicap Fund, Sundaram Focused Fund, Sundaram Global Brand Theme-Equity Active FOF, Sundaram Infrastructure Advantage Fund, Sundaram Large and Midcap Fund, Sundaram Large Cap Fund, Sundaram Mid Cap Fund, Sundaram Multi Asset Allocation Fund, Sundaram Multi Cap Fund, Sundaram Services Fund, Sundaram Small Cap Fund, Sundaram Value Fund.
Kumaresh Ramakrishnan
Number of funds managed: 15. Funds managed: Sundaram Aggressive Hybrid Fund, Sundaram Arbitrage Fund, Sundaram Banking and PSU Debt Fund, Sundaram Conservative Hybrid Fund, Sundaram Corporate Bond Fund, Sundaram Dynamic Asset Allocation Fund, Sundaram Equity Savings Fund, Sundaram Income Plus Arbitrage Active FoF, Sundaram Liquid Fund, Sundaram Medium Term Fund, Sundaram Money Market Fund, Sundaram Multi Asset Allocation Fund, Sundaram Short Term Fund, Sundaram Ultra Short Term Fund, Sundaram Ultra Short to Short Term Fund.
Rohit Seksaria
Number of funds managed: 16. Funds managed: Sundaram Arbitrage Fund, Sundaram Consumption Fund, Sundaram ELSS Tax Saver Fund, Sundaram Equity Savings Fund, Sundaram Financial Services Opportunities Fund, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iii, Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv, Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi, Sundaram Long Term Tax Advantage Fund Series III, Sundaram Long Term Tax Advantage Fund Series IV, Sundaram Multi Asset Allocation Fund, Sundaram Multi Cap Fund, Sundaram Multi-Factor Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Services Fund, Sundaram Small Cap Fund.
The managers of the largest funds come first. Each fund names its managers in its Scheme Summary Document.
Key Information
- Mutual fund name
- Sundaram Mutual Fund
- Funds with a portfolio
- 39
- Latest portfolio on file
- 30-09-2026
- Established
- 24-08-1996
- Registered with SEBI
- 03-01-1997 (MF/034/97/2)
- Trustee organisation
- Sundaram Trustee Company Limited
How to track your Sundaram funds in WealthGamma
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Step 1
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Step 2
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Step 3
Add your Sundaram funds
Search for the fund you hold and enter your purchases, or import your statement.
Step 4
See the value every day
WealthGamma values each fund from the AMFI NAV daily, next to your other assets.
Contact Information
- Address
- 21, Patullos Road, CHENNAI, TAMIL NADU, 600002
- Website
- sundarammutual.com
- Phone
- 1860 425 7237
From SEBI's register of mutual funds and Sundaram Mutual Fund's Statement of Additional Information.
Frequently asked questions
What is the AUM of Sundaram Mutual Fund?
Sundaram Mutual Fund managed ₹77,535 Cr on 30-09-2026. That makes it the 21st largest of 51 fund houses by AUM. Its AUM rose 9.18% from the month before.
Which Sundaram funds have the highest 3 year returns?
Sundaram Global Brand Theme-Equity Active FOF (21.07% a year), Sundaram Mid Cap Fund (16.41% a year) and Sundaram Infrastructure Advantage Fund (14.51% a year). These are Direct plan returns as on the latest NAV. Past returns do not promise future returns.
What are the largest Sundaram funds?
By assets, the largest are Sundaram Mid Cap Fund (₹13,854 Cr), Sundaram Aggressive Hybrid Fund (₹8,793 Cr) and Sundaram Large and Midcap Fund (₹7,131 Cr).
Who is the CEO of Sundaram Mutual Fund?
Anand Radhakrishnan is the CEO. These names come from the fund house's Statement of Additional Information.
Who are the top fund managers at Sundaram Mutual Fund?
The fund managers who run the most assets are Shalav Saket, Kumaresh Ramakrishnan and Rohit Seksaria.
Is Sundaram Mutual Fund registered with SEBI?
Yes. SEBI registered it on 03-01-1997 with registration number MF/034/97/2. Its trustee is Sundaram Trustee Company Limited.
What is the customer care number of Sundaram Mutual Fund?
Phone: 1860 425 7237. Email: customerservices@sundarammutual.com. Website: sundarammutual.com.
Which Sundaram funds got the most new investor money in September 2026?
Sundaram Overnight Fund (₹586 Cr), Sundaram Mid Cap Fund (₹85 Cr) and Sundaram Business Cycle Fund (₹76 Cr). WealthGamma works this out from each fund's AUM and NAV: the change in AUM that the NAV move does not explain.
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This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.