Sundaram Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 4 September 2025 |

📅 Last Updated on: December 1, 2025

About Sundaram Mutual Fund 

Sundaram Mutual Fund, part of the Sundaram Finance Group, brings decades of financial expertise to investors, offering a wide range of solutions across equity and hybrid categories. Known for its research-driven approach and disciplined fund management, Sundaram aims to help investors build wealth through well-structured investment strategies. Its equity funds provide exposure across large, mid, small, multi and flexi-cap segments, while its hybrid offerings balance growth and stability through dynamic asset allocation. With investor-centric innovation and strong governance, Sundaram Mutual Fund continues to be a trusted name for long-term wealth creation.

Fund Information

Sundaram offers a wide range of schemes across categories

Equity Fund 

Scheme name	Fund Category
Sundaram Multi-Factor Fund	Equity Fund (multi-factor equity strategy)
Sundaram Mid Cap Fund	Mid Cap Fund
Sundaram Large and Mid Cap Fund	Large & Mid Cap Fund
Sundaram Large Cap Fund	Large Cap Fund
Sundaram Small Cap Fund	Small Cap Fund
Sundaram Multi Cap Fund	Multi Cap Fund
Sundaram Flexi Cap Fund	Flexi Cap Fund
Sundaram ELSS Tax Saver Fund	ELSS (Tax-saver — Equity-linked savings scheme)
Sundaram Focused Fund	Focused Fund
Sundaram Dividend Yield Fund	Dividend Yield Fund
Sundaram Diversified Equity	(Listed as Equity / ELSS product in site list) — see ELSS/diversified note above.

Hybrid Fund

	Fund Category
Sundaram Aggressive Hybrid Fund	Aggressive Hybrid (equity-oriented hybrid).
Sundaram Multi Asset Allocation Fund	Multi-asset allocation (dynamic / multi-asset)
Sundaram Balanced Advantage Fund	Balanced Advantage (dynamic allocation)
Sundaram Equity Savings Fund	Equity Savings
Sundaram Arbitrage Fund	Arbitrage (hybrid / arbitrage strategy)
Sundaram Conservative Hybrid Fund	Conservative Hybrid

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: [email protected]

💡Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.