Sundaram Mutual Fund - Latest Mutual fund Schemes, Statement, Nav, Performance & Returns 2024

Sundaram Mutual Fund

Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help indiv... Read more

  • Tax Savings
  • Equity
  • Index
  • Debt
  • Hybrid
  • Metals
Exit Load
  • Yes
  • No
  • Very High Risk
  • High Risk
  • Moderately High Risk
  • Moderate Risk
  • Low to Moderate Risk
  • Low Risk

Key Information

AuditorsS. R. BATLIBOI & Co
CustodiansSBI-SG Global Securities Services Private Limited
AddressPrincipal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing, Mumbai 400 051
Fax Nos.+91 22 67720512
Telephone Nos.+91 22 67720555

Other AMCsSee All AMCs

Key information of Sundaram Asset Management Company

ChairmanMr M. S. Sundara Rajan
CIOMr Dwijendra Srivastava
Year of incorporation1996
AUMRs 32,052 crore (As of March 2021)
TrusteeSundaram Trustee Company Limited
SponsorsSundaram Finance Limited
Phone No.+91 44 2856 9900 /+91 44 2858 3362 / 67
AddressSundaram Towers,I & II Floor, No. 46, Whites Road,Chennai - 600 014

How to invest in fund plans offered by Sundaram Mutual Fund?

  • Log on to this page
  • Select Sundaram Asset Management Company from the list of the fund houses using the filter
  • Choose the mutual fund scheme that you would like to invest in, and click on the 'invest now' button against it
  • You then have to select the amount you plan to invest, and the mode as One Time or Monthly SIP
  • You will then have to enter the relevant details such as email ID, mobile number and complete the transaction

Prerequisites to invest in Sundaram mutual funds via ClearTax

  • You are required to complete your KYC (Know Your Customer) verification before investing in mutual funds.
  • This could be done by logging on to the website of a KRA (KYC Registration Agency) and create an account.
  • You should fill the KYC registration form with information such as your name, email ID, mobile number, and so on.
  • You will be asked to upload your identity proof such as a self-attested PAN card and address proof such as passport, Voter ID, driving license along with passport size photographs at the KRA (KYC Registration Agency).
  • You must show the originals during the IPV (In-Person Verification).

Leading fund managers in Sundaram Asset Management Company

1) Sandeep Agarwal

Mr Sandeep is a Senior Fund Manager in the debt section. He has over 12 years of experience in managing fixed-income securities. He first associated himself with Sundaram Mutual Fund as a dealer in October 2010. In June 2012, he moved into the active fund management space.

In his previous role, he worked as a Management Trainee at Deutsche Asset Management. He is a qualified Chartered Accountant and Company Secretary. He also holds a bachelor's degree in commerce from the University Of Kota, Rajasthan.

2) Siddharth Chaudhary

He is the Head - Fixed Income – Institutional Business at Sundaram Mutual. He joined the fund house as Vice President and Fund Manager in August 200. He has over 13 years of experience in the fixed-income space. In his previous role, he worked as a Fixed income and Derivatives Dealer at Indian Bank.

Mr Siddharth obtained his bachelor's degree in commerce from Delhi University and pursued his post-graduate diploma at the Indian Institute of Capital Markets, Navi Mumbai, in Securities Markets.