Exclude:
Fixed Maturity Plan (FMPs)
Plans Suspended for Sales
Direct Plans
| Fund Name | Expense Ratio % | Front-End Load % | Back-End Load % | CDSC | Mim Initial Inv. (Rs) | Portfolio Manager | Tenure (Yrs.) |
|---|---|---|---|---|---|---|---|
Sundaram Balanced Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Shiv Chanani, S Bharath | 0, 0 |
|
Sundaram Balanced Reg | 2.50 | 0.00 | 0.00 | Yes | 5,000 | S Bharath | 1 |
|
Sundaram Bond Saver Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 0, 0 |
|
Sundaram Bond Saver Inst# | 1.20 | 0.00 | 0.00 | Yes | 50 lakh | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram Bond Saver Reg | 1.24 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram CAPEX Opp Reg Direct-G | -- | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, S Bharath | 0, 0 |
|
Sundaram CAPEX Opp Reg-D | 2.37 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, S Bharath | 0, 0 |
|
Sundaram CAPEX Opp Reg-G | 2.36 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, S Bharath | 0, 0 |
|
Sundaram Capital Protection Oriented 2Y Series 1 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 2Y Series 2 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 2Y Series 3 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 2Y Series 4 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 3 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 4 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 5 | 1.95 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 6 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 7 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 3Y Series 9 | -- | 0.00 | 0.00 | No | 5,000 | -- | -- |
|
Sundaram Capital Protection Oriented 5Y Series 3 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented 5Y Series 4 | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Capital Protection Oriented Series 2 3Y | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 3, 1, 1 |
|
Sundaram Capital Protection Oriented Series 2 5Y | 2.00 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary | 2, 1, 1 |
|
Sundaram Energy Opportunities | 2.17 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, S Bharath | 6, 2 |
|
Sundaram Energy Opportunities Direct | -- | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, S Bharath | 0, 0 |
|
Sundaram Entertainment Opportunities Inst# | 1.50 | 0.00 | 0.00 | No | 1 crore | J Venkatesan | 1 |
|
Sundaram Entertainment Opportunities Reg | 2.50 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 1 |
|
Sundaram Entertainment Opportunities Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 0 |
|
Sundaram Equity Multiplier | 2.40 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, Shiv Chanani | 1, 0 |
|
Sundaram Equity Multiplier Direct | -- | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar, Shiv Chanani | 0, 0 |
|
Sundaram Equity Plus | 2.42 | 0.00 | 0.00 | Yes | 5,000 | Shiv Chanani | 0 |
|
Sundaram Equity Plus Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Shiv Chanani | 0 |
|
Sundaram Equity Plus Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Shiv Chanani | 0 |
|
Sundaram Financial Services Opp Inst# | 1.43 | 0.00 | 0.00 | No | 1 crore | J Venkatesan, R. Vijayendiran | 5, 5 |
|
Sundaram Financial Services Opp Reg | 2.37 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, R. Vijayendiran | 5, 5 |
|
Sundaram Financial Services Opp Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, R. Vijayendiran | 0, 0 |
|
Sundaram Flexible Fund Short Term Reg | 1.50 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Flexible Fund Short Term Reg Direct | -- | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Flexible Fund Short Term Ret# | 0.28 | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Flexible Income Reg | 1.49 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram Flexible Income Reg Direct | -- | -- | -- | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP AL | 0.90 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP AM | 0.73 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP BF | 0.56 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP BO | 0.66 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP BP | 0.85 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP CF | 0.84 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP CG | 0.68 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 2, 1 |
|
Sundaram FTP CH | 1.08 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CK | 0.99 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CT | 1.08 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CU | 0.84 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CV | 0.15 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CW | 0.77 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 1, 1 |
|
Sundaram FTP CX | 0.40 | 0.00 | 0.00 | No | 5,000 | Dwijendra Srivastava | 1 |
|
Sundaram FTP DC Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary | 0 |
|
Sundaram FTP DC Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary | 0 |
|
Sundaram FTP DD Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DD Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DE Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DE Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DF Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DF Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DG Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DG Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DH Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DH Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DI Direct | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram FTP DI Reg | -- | 0.00 | 0.00 | No | 5,000 | Siddharth Chaudhary, Sandeep Agarwal | 0, 0 |
|
Sundaram Gilt Reg | 0.89 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram Gilt Reg Direct | -- | -- | -- | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 0, 0 |
|
Sundaram Global Advantage | 0.72 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 5, 4 |
|
Sundaram Global Advantage Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 0, 0 |
|
Sundaram Growth Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 0 |
|
Sundaram Growth Reg | 2.38 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 5 |
|
Sundaram Income Plus | 1.90 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram Interval Q Sr A Inst# | 0.12 | 0.00 | 0.75 | No | 1 crore | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr A Reg | 0.12 | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr A Reg Direct | -- | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Interval Q Sr B Inst# | 0.12 | 0.00 | 0.75 | No | 1 crore | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr B Reg | 0.12 | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr B Reg Direct | -- | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Interval Q Sr C Reg | 0.12 | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr C Reg Direct | -- | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Interval Q Sr D Reg | 0.12 | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr D Reg Direct | -- | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Interval Q Sr E Reg | 0.12 | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Interval Q Sr E Reg Direct | -- | 0.00 | 0.75 | No | 5,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram MIP Aggressive Direct Plan | -- | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Shiv Chanani, S Bharath, Siddharth Chaudhary, Sandeep Agarwal | 0, 0, 0, 0, 0 |
|
Sundaram MIP Aggressive Plan | 1.77 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary, Sandeep Agarwal | 3, 1, 1, 0 |
|
Sundaram MIP Conservative Direct Plan | -- | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Shiv Chanani, S Bharath, Siddharth Chaudhary, Sandeep Agarwal | 0, 0, 0, 0, 0 |
|
Sundaram MIP Conservative Plan | 1.96 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary, Sandeep Agarwal | 3, 1, 1, 0 |
|
Sundaram MIP Moderate | 2.03 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, S Bharath, Siddharth Chaudhary, Sandeep Agarwal | 3, 1, 1, 0 |
|
Sundaram Money# | 0.24 | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Money Direct | -- | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Money Inst# | 0.80 | 0.00 | 0.00 | No | 25 lakh | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Money Reg | 2.06 | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram PSU Opportunities | 2.34 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 4, 4 |
|
Sundaram PSU Opportunities Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 0, 0 |
|
Sundaram Rural India Reg | 2.41 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 7, 0 |
|
Sundaram Rural India Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan, S Bharath | 0, 0 |
|
Sundaram S.M.I.L.E. Direct | -- | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar | 0 |
|
Sundaram S.M.I.L.E. Inst# | 1.50 | 0.00 | 0.00 | No | 1 crore | S Krishna Kumar | 5 |
|
Sundaram S.M.I.L.E. Reg | 2.26 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar | 7 |
|
Sundaram Select Debt Short-term | 0.30 | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 3, 1 |
|
Sundaram Select Debt Short-term Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Dwijendra Srivastava, Sandeep Agarwal | 0, 0 |
|
Sundaram Select Focus Inst# | 1.15 | 0.00 | 0.00 | No | 1 crore | -- | -- |
|
Sundaram Select Focus Reg | 2.23 | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 0 |
|
Sundaram Select Focus Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | J Venkatesan | 0 |
|
Sundaram Select Midcap Inst# | 1.44 | 0.00 | 0.00 | Yes | 1 crore | S Krishna Kumar | 1 |
|
Sundaram Select Midcap Reg | 1.90 | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar | 1 |
|
Sundaram Select Midcap Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | S Krishna Kumar | 0 |
|
Sundaram Taxsaver | 1.97 | 0.00 | 0.00 | No | 500 | J Venkatesan | 1 |
|
Sundaram Taxsaver Direct | -- | 0.00 | 0.00 | No | 500 | J Venkatesan | 0 |
|
Sundaram Ultra ST Inst# | 0.74 | 0.00 | 0.00 | No | 25 lakh | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Ultra ST Reg | 2.00 | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
|
Sundaram Ultra ST Reg Direct | -- | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 0, 0 |
|
Sundaram Ultra ST Ret# | 0.31 | 0.00 | 0.00 | No | 1,000 | Dwijendra Srivastava, Siddharth Chaudhary | 3, 1 |
# Plans Suspended for Sales