Sundaram Mutual Fund · Sundaram’s first SIF, under its Select SIF platform
Sundaram Mutual Fund’s first SIF: an open-ended equity ex-top 100 long-short strategy. Per the ISID: 65–100% outside the top 100 by market cap (including up to 25% of net assets in unhedged shorts through derivatives), other equity up to 35%, debt and money-market up to 35%, InvITs up to 10%. Benchmark Nifty MidSmallcap 400 TRI. Min ₹10 lakh (accredited investors are exempt); daily subscriptions and redemptions; exit load 1% within 1 year. Risk band Level 5 at NFO. Managers: Madanagopal Ramu, Sandeep Agarwal, Shalav Saket. Re-opens 11 Nov 2026.
| NFO window | NFO 21 Oct – 4 Nov 2026 |
| Detail | equity ex-top 100 long-short |
| Minimum | min ₹10 L |
| Detail | daily liquidity |
| Live SIFs already in this strategy | 7 |
| Their expense ratios (Regular plan) | Base 1.69% to 2.10%; all-in total 2.61% to 4.96% |
| Assets already in the strategy | ₹7,532 Cr |
From AMFI’s official SIF NAV feed and TER disclosure (the all-in total adds brokerage, transaction costs and statutory levies); assets from each fund house’s latest portfolio statement. See every live Equity Ex-Top 100 Long-Short SIF →
We link to the fund house’s own files and never re-host them. The offer documents govern; read them before investing.
The offer document sets the NFO window as 21 Oct 2026 to 4 Nov 2026.
₹10 lakh, counted at PAN level across all the SIF strategies of one fund house (accredited investors are exempt), as SEBI’s SIF framework sets it.
No. A fund in NFO has no NAV history and no performance, so it cannot be compared with a live fund. Judge it on its offer document: the strategy, the limits on short positions, the fund managers and the costs.
Every document we link is the fund house’s or AMFI’s own copy: ISID (AMFI portal), KIM (Sundaram MF), NFO presentation, One-sheeter, Fund page (Sundaram MF).
Questions about this launch, the paperwork or the ₹10 lakh minimum? Our team walks you through the offer document. No fee, no obligation.
Source: ISID dated 28 Sep 2026 (AMFI portal S-40, identical to the AMC’s copy); KIM, NFO presentation and one-sheeter from Sundaram MF; risk band and fund managers from the AMC’s fund page, read 3 Nov 2026. Register updated 30 Oct 2026. *₹10 lakh at PAN level across one fund house’s SIF strategies; accredited investors are exempt.
Information only, not a recommendation to invest in any NFO or fund. Trustner Asset Services Pvt. Ltd. is an AMFI-registered Mutual Fund & SIF Distributor (ARN-286886) and may receive commission from fund houses. SIF investments are subject to market risks; read all scheme-related documents carefully before investing.
NFO windows last about two weeks. We send a short note with the dates and the offer documents when a new SIF opens. Free.