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Sundaram Mutual Fund

Sundaram Mutual Fund was incorporated in 1996-02-26. As of 09-05-24 08:00:494 IST, Sundaram Mutual Fund is managing assets worth ₹ 56229.23 Cr. Sundaram Mutual Fund offers 30 mutual fund schemes to potential investors. Additionally, it holds 95 funds.

AUM :

₹ 56229.23 Cr

Schemes

30

Year of Incorporation

1996

Invest in Mutual Funds Direct Plans with Bajaj Markets at 0% commission and earn higher returns

About Sundaram Mutual Fund

With an AUM of more than ₹56,000 Crores, Sundaram Asset Management Company Limited has operated for over 25 years and has over 80 branches across the country. Sundaram Finance, a leading non-banking finance company in India, sponsors Sundaram Asset Management Company. 

 

The company offers a variety of mutual fund schemes across equity, debt, hybrid, and other categories, with more than 25 primary schemes. Some popular schemes include Sundaram Equity Fund, Sundaram Select Midcap Fund, and Sundaram Short-Term Debt Fund.

Incorporated 26 Feb. 1996
Mdceo Anand Radhakrishnan
Trustee Sundaram Trustee Company Ltd.
Cio NA

How to Invest in Sundaram Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

  • Step 1: Log in using your mobile phone number

  • Step 2: Under ‘Investments’, choose ‘Mutual Funds’

  • Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

  • Step 4: Start your investment journey with Bajaj Markets once your account has been activated

     

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Sundaram Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

  • PAN Card

  • Voter ID

  • Driving Licence

  • Passport

Top Fund Managers

The skilled fund managers at Sundaram Asset Mutual Fund keep a close watch on the performance of funds and take timely investment decisions.

1. Bharath S

Bharath S. is a Senior Fund Manager and Head of Research at Sundaram Mutual, with over 19 years of experience in Fund Management and Equity Research. He joined Sundaram Mutual in August 2004 as a Research Analyst. He has also been managing other open-ended schemes since January 2013. 

 

Bharath worked as an Analyst at Navia Markets before joining Sundaram Mutual. He holds an MBA from the Thiagarajar School of Management and is a certified FRM and Cost Accountant. Currently, some of the funds he manages are Sundaram Mid Cap Fund and Sundaram Balanced Advantage Fund. His collective AUM is worth more than ₹11,000 Crores.

2. Sudhir Kedia

Sudhir Kedia has an extensive experience of 16 years in equity research and fund management. Before joining Sundaram, he worked with a few reputed AMCs, including Mirae Asset Global Investments, ASK Investment Managers and Principal India Mutual Fund. 

 

He holds Chartered Accountant, Cost and Works Accountant, and MBA certifications. Currently, some of the funds he manages are the Sundaram Large Cap Fund and Sundaram Focused Fund. His collective AUM stands at more than ₹10,000 Crores.

3. Rohit Seksaria

Rohit Seksaria is a Fund Manager at Sundaram Mutual. An MBA holder from IIM Ahmedabad, he is also a certified Chartered Accountant (ICAI) and Company Secretary (ICSI). With over 19 years of experience in Fund Management and Equity Research, he has worked with Progress Capital and Matchpoint in Singapore and Hong Kong during his previous stints. 

 

Currently, some of the funds he manages are the Sundaram Financial Services Opportunities Fund and Sundaram Arbitrage Fund. His collective AUM is worth more than ₹8,000 Crores.

4. Ratish Varier

Ratish B Varier is a Fund Manager at Sundaram Mutual, with approximately 16 years of experience in equity markets. He joined Sundaram Asset Management Company in 2018, then moved to Sundaram Alternates, managing small and nano-cap category schemes, before returning to Sundaram Mutual in June 2020. 

 

Before joining Sundaram, he worked at Mahindra Asset Management and Reliance Life Insurance Company Limited, managing various equity funds. 

 

Ratish is a B.Com. Graduate, holds an MBA in Finance, and is also a Post Graduate in Investment Analysis. He currently manages the Sundaram Mid Cap Fund and Sundaram Multi Cap Fund. His collective AUM stands at more than ₹10,000 Crores.

Email NA
Phone 1860-425-7237
Address Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by Sundaram Mutual Fund?

Sundaram Mutual Fund offers 30 mutual fund schemes across different categories.

What is the total AUM for Sundaram Mutual Fund?

When did Sundaram Mutual Fund first start?

Can I invest in Sundaram Mutual Fund via SIPs online?

Is it possible to stop an SIP for Sundaram Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by Sundaram Mutual Fund?

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