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Sundaram 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.

AUM · April - June 2026

₹76,929Cr

Industry rank

#21

Schemes tracked

277

Official site: www.sundarammutual.com

Top Sundaram funds by 3Y returns

Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.


1	Sundaram Mid Cap Fund	★★★☆☆	+9.9%	+21.9%	+19.3%	1.05%	₹12,665Cr
2	Sundaram Global Brand Theme-Equity Active FOF	★★☆☆☆	+23.8%	+19.7%	+13.1%	1.37%	₹163.17Cr
3	Sundaram Infrastructure Advantage Fund	★★☆☆☆	+7.7%	+18.7%	+18.2%	1.78%	₹979.01Cr
4	Sundaram Large and Midcap Fund	★★★☆☆	+12.6%	+17.6%	+14.5%	1.42%	₹6,431Cr
5	Sundaram Services Fund	★★★★☆	+6.9%	+16.9%	+15.7%	0.84%	₹4,621Cr
6	Sundaram Long Term Tax Advantage Fund Series IV	★★★★★	+13.5%	+16.6%	+19.6%	1.01%	₹16.77Cr
7	Sundaram Nifty 100 Equal Weight Fund	★★★☆☆	+7.2%	+16.4%	—	0.75%	₹136.90Cr
8	Sundaram Long Term Tax Advantage Fund Series III	★★★★☆	+13.5%	+16.3%	+19.4%	0.98%	₹23.49Cr
9	Sundaram Long Term Micro Cap Tax Advantage Fund Series V	★★★☆☆	+11.2%	+15.7%	+17.6%	0.98%	₹19.64Cr
10	Sundaram Multi Cap Fund	★★☆☆☆	+4.9%	+15.6%	—	1.30%	₹2,658Cr
11	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI	★★★★☆	+9.6%	+15.2%	+17.7%	0.95%	₹22.50Cr
12	Sundaram Financial Services Opportunities Fund	★★★☆☆	+9.5%	+15.1%	+15.5%	0.92%	₹1,584Cr
13	Sundaram Long Term Micro Cap Tax Advantage Fund Series IV	★★★☆☆	+10.1%	+14.9%	+17.8%	1.09%	₹20.94Cr
14	Sundaram Long Term Micro Cap Tax Advantage Fund Series III	★★☆☆☆	+10.5%	+14.9%	+17.7%	1.01%	₹42.67Cr
15	Sundaram Focused Fund	★★☆☆☆	+6.2%	+12.6%	—	1.30%	₹975.13Cr

Screen all Sundaram funds

Categories Sundaram competes in

Best Mid Cap Mutual Funds Best International Fund of Funds Best Sectoral & Thematic Mutual Funds Best Large & Mid Cap Mutual Funds Best ELSS (Tax Saving) Mutual Funds Best Index Funds Best Multi Cap Mutual Funds Best Focused Mutual Funds

Fund managers

From the statutory Scheme Information Documents — see the full directory on the Managers page.

Sudhir Kedia25 Rohit Seksaria13 Ratish B Varier6 Dwijendra Srivastava5 Sandeep Agarwal5 Nikunj Gala1

Sundaram in the news

Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.

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Frequently asked questions

How big is Sundaram Mutual Fund?

Sundaram Mutual Fund manages ₹76,929Cr (April - June 2026, ex-FoF), ranking #21 of 55 fund houses with 0.9% of industry AUM — from AMFI's fund-wise quarterly disclosure.

How many mutual fund schemes does Sundaram Mutual Fund offer?

WealthTicker tracks 277 Sundaram scheme variants (each plan and option counted separately) across 29 sub-categories, with returns and risk metrics computed from AMFI NAV history.

Which is the best Sundaram fund right now?

Sundaram Mid Cap Fund currently leads Sundaram's lineup by 3-year CAGR at +21.87%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 20 Aug 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.