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Fund house · All 55 AMCs

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

15

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.

1Sundaram Global Brand Theme-Equity Active FOF★★☆☆☆+14.2%+19.6%+12.7%1.37%₹163.17Cr
2Sundaram Mid Cap Fund★★★☆☆+2.7%+16.1%+15.7%1.06%₹12,665Cr
3Sundaram Infrastructure Advantage Fund★★☆☆☆+1.8%+13.9%+14.6%1.81%—
4Sundaram Large and Midcap Fund★★☆☆☆+4.6%+12.9%+11.4%1.36%₹6,431Cr
5Sundaram Services Fund★★★★☆+0.5%+12.6%+12.2%0.85%₹4,621Cr
6Sundaram Nifty 100 Equal Weight Fund★★★☆☆-0.9%+12.2%—0.72%₹136.90Cr
7Sundaram Long Term Tax Advantage Fund Series IVSmall fund★★★★★+6.9%+12.0%+16.1%1.03%₹16.77Cr
8Sundaram Long Term Tax Advantage Fund Series IIISmall fund★★★★☆+7.5%+11.9%+16.1%1.01%₹23.49Cr
9Sundaram Long Term Micro Cap Tax Advantage Fund Series VSmall fund★★★★☆+6.0%+11.6%+13.9%1.01%₹19.64Cr
10Sundaram Multi Cap Fund★☆☆☆☆-1.6%+11.2%—1.27%₹2,658Cr
11Sundaram Long Term Micro Cap Tax Advantage Fund Series VISmall fund★★★☆☆+5.1%+11.0%+14.1%0.98%₹22.50Cr
12Sundaram Financial Services Opportunities Fund★★★☆☆+2.4%+10.9%+13.0%0.93%₹1,584Cr
13Sundaram Long Term Micro Cap Tax Advantage Fund Series IVSmall fund★★★☆☆+5.3%+10.9%+14.2%1.12%₹20.94Cr
14Sundaram Long Term Micro Cap Tax Advantage Fund Series IIISmall fund★★☆☆☆+5.4%+10.8%+14.1%1.04%₹42.67Cr
15Sundaram Focused Fund★★☆☆☆+1.3%+9.4%—1.34%₹975.13Cr
Screen all Sundaram funds

Sundaram AUM over time

Quarterly average AUM, excluding domestic fund-of-funds, from AMFI’s fund-wise disclosure: ₹14,106Cr in April - June 2010 to ₹76,929Cr in April - June 2026.

Categories Sundaram competes in

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

Fund managers

10

From the statutory Scheme Information Documents — every manager this house names, each with their own page.

Sudhir Kedia22Rohit Seksaria16Dwijendra Srivastava14Sandeep Agarwal13Ratish B Varier7Ashish Aggarwal1Bharath S1Nikunj Gala1Pathanjali Srinivasan1Ravi Gopalakrishnan1

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.

Fund houses nearby in AUM

Franklin Templeton#18Canara Robeco#19quant#20Baroda BNP Paribas#22LIC#23WhiteOak Capital#24

All Sundaram schemes

147

Every open scheme with computed metrics, by category — each plan and option variant listed separately, because their NAVs differ.

ELSS (28)

Sectoral/ Thematic (24)

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 Global Brand Theme-Equity Active FOF currently leads Sundaram's lineup by 3-year CAGR at +19.58%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 04 Oct 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.