Trusted legacy, now with Global reach

Sundaram Asset Management Company (SAMC) is among the pioneers in the Indian Fund Management industry with expertise across Indian equities, fixed income and alternative investments. Backed by in-depth proprietary research from an experienced team and offices in India, Singapore and Dubai, SAMC is also pioneer in the mid and small cap space in India, our flagship funds consistently rank in the top quartile.

SAMC is a wholly owned subsidiary of Sundaram Finance - the first Non-Banking Financial Company (NBFC) to be listed in India in 1972 with a market capitalisation of USD 6.5 billion (December 31, 2025)

29+

years of expertise in Fund Management

33+

Investment professionals worldwide

2.2 mn

Customers who have trusted us

*$9.6 bn

AUM as of December 31, 2025

Expertise you can trust. Proven at a global scale.

* $ 9.6 bn AUM as of Dec 31st 2025- Inclusive of Sundaram Alternates and Singapore

Sundaram AMC at GIFT City

Sundaram AMC at GIFT City

GIFT City (Gujarat International Finance Tec-City) is India's first International Financial Services Centre (IFSC) and a key gateway connecting India to global financial markets.

  • Global Connectivity:
    World-class financial infrastructure, strong legal systems, and alignment with global compliance standards (KYC/AML, FATF) provide institutional investors with confidence, transparency, and operational stability.
  • Access to India Growth via an Offshore Structure:
    Investors can gain exposure to India's high-growth economy through USD-denominated funds and products, while operating from a familiar offshore environment that reduces currency and operational friction.
  • Globally Competitive Tax & Regulatory Regime:
    GIFT City offers tax efficiencies (including exemptions on certain capital gains, dividends, and interest income) and a regulatory framework aligned with international financial centers, improving post-tax returns for global investors.

Why Invest in Sundaram Gift City Fund?

Seamless Cross-Border Transactions
Seamless Cross-Border Transactions
Seamless Cross-Border Transactions
Gateway for Global Investors
Simplified Tax Compliance
Simplified Tax Compliance
Streamlined Investment Process
Streamlined Investment Process
Global Benchmarking

Global Benchmarking

A free trade zone with tax incentives, enabling seamless cross-border financial services.

India's 1st IFSC

India's 1st IFSC

Notified by the Government of India, backed by the Government of Gujarat.

Ease of Doing Business

Ease of Doing Business

A regulatory environment on par with leading global financial hubs.

Attractive Tax Regime

Attractive Tax Regime

Zero capital gains tax on mutual funds, derivatives, and fixed income.

State-of-the-Art Infrastructure

State-of-the-Art Infrastructure

Expanding from 886 to 2,000 acres with world-class facilities.

Why Gift City

Sundaram India Mid Cap - GIFT

An Open Ended Retail Scheme

The Sundaram India Mid Cap GIFT Fund is an inbound feeder fund that enables global investors to access India's high-growth Mid Cap segment through India's only International Financial Services Centre (IFSC).

Sundaram India Mid Cap - GIFT

Invests in Sundaram's domestic Mid Cap mutual fund

Sundaram India Mid Cap - GIFT

Structured under GIFT City's globally aligned, tax-efficient framework

Sundaram India Mid Cap - GIFT

Targets long-term wealth creation through high-quality, scalable mid-cap companies

Sundaram India Mid Cap - GIFT

Benefits from India's structural growth story

Sundaram India Mid Cap - GIFT

Offers operational ease, regulatory clarity, and potential post-tax efficiency

Inbound Feeder

Designed as an inbound feeder fund investing in domestic equity mutual fund schemes and ETFs.

Minimum Investment

Regular: USD 5,000
Direct: USD 5,000

Sundaram Mid Cap Fund: Portfolio Composition

Portfolio Composition Of The Underlying Fund: Sundaram Mid Cap Fund

The portfolio is diversified across high-growth domestic sectors, with major allocations to industrial products, banks, financial services, healthcare services, and auto components, reflecting India's manufacturing, infrastructure, and consumption-led growth themes.

Sundaram Mid Cap Fund: portfolio composition

Data Source: In house calculations, January 31, 2026 Data for Underlying Fund: Sundaram Mid Cap Fund

Fund Structure

The fund consists of an inbound structure based in GIFT City, investing into Sundaram's domestic Mid Cap mutual fund. It offers global investors seamless access to India midcaps with regulatory clarity, operational efficiency, and efficient capital repatriation.

Fund Structure

Investment objective & asset allocation

Name of Fund Sundaram India Mid Cap - GIFT
Type of scheme Open Ended Fund - Retail scheme
Investment Objective The Fund shall invest substantially all its assets in the units of Sundaram Mid Cap Fund , which is registered with SEBI under the SEBI (Mutual Fund) Regulations, 1996 .
Asset Allocation
Instrument Allocation (% of NAV)
Units of domestic Equity Oriented mutual fund & ETFs schemes registered with SEBI 90% - 100%
Short term fixed deposit, CBLO/TREPS and/or such other liquid instruments permissible under Applicable Laws. Up to 10% (ten percent)

Who can invest in this fund?

Who can invest?*
  • NRI
  • Foreign investors (Individual and Non-individual)
Who cannot invest?
  • Indian Resident
  • NRIs residing in FATF blacklisted / grey / restricted countries
  • Other restricted entities / individuals as per IFSC / RBI
01

The Fund is open to sophisticated and eligible investors such as NRIs, family offices, corporates, government bodies, DFIs, banks, insurance companies and institutional investors.

02

Resident Indians are not permitted to subscribe to the Fund.

03

If an investor's status changes from non-resident to resident, they must notify the FME immediately. Further investment may be restricted or compulsorily redeemed.

Name of Fund

Sundaram India Mid Cap - GIFT

Type of scheme

Open Ended Fund - Retail scheme

Investment Objective

The Fund shall invest substantially all its assets in the units of Sundaram Mid Cap Fund , which is registered with SEBI under the SEBI (Mutual Fund) Regulations, 1996 .

Instrument

  • Units of domestic Equity Oriented mutual fund & ETFs schemes registered with SEBI
  • Short term fixed deposit, CBLO/TREPS and/or such other liquid instruments permissible under Applicable Laws.

Allocation (% of NAV)

  • 90% - 100%
  • Up to 10% (ten percent)
image
The Fund is open to eligible investors such as NRIs, family offices, corporates, government bodies, DFIs, private banks, insurance companies, institutional investors, and other permissible investor categories under Applicable Laws.
image
Resident Indians are not permitted to subscribe to the Fund.
image
If an investor's status changes from nonresident to resident after onboarding, they must notify the FME immediately. The FME may take necessary actions, including restricting further investment or enforcing compulsory redemption.
Who Can Invest
NRI
Foreign investors
- (Individual and Non-individual)
Who Cannot Invest
Indian Resident
NRIs residing in nations which are in the Blacklisted and Grey & Restricted list of FATF list of countries
Other restricted entities / individuals may be imposed by IFSCA / RBI /other relevant regulatory authorities from time to time
image
01
The Fund is open to sophisticated and eligible investors such as NRIs, family offices, corporates, government bodies, DFIs, private banks, insurance companies, institutional investors, and other permissible investor categories under Applicable Laws.
icon
image
02
Resident Indians are not permitted to subscribe to the Fund.
icon
image
03
If an investor's status changes from non-resident to resident after onboarding, they must notify the FME immediately. The FME may take necessary actions, including restricting further investment or enforcing compulsory redemption.

KYC Documents Required

Proof of Identity (Any One)

  • Passport
  • National Identity Card issued by Country
  • Tax ID having photo
  • Driving License

Proof of Address (Any One)

  • Passport
  • National Identity Card issued by Country
  • Tax ID having photo
  • Driving License
  • Utility Bill (Not older than 2 months)

Bank Proof (Any One)

  • Cancelled Cheque
  • Bank Confirmation Letter
  • Bank Statement

Meet our team

Mr. S Bharath
Dhiren H Thakkar
Principal Officer

Mr. S Bharath
Mahesh Menon
Compliance officer

Mr. S Bharath
Saurabh Kapadia
Fund Manager

GIFT City: India's answer to global finance.

GIFT City (Gujarat International Finance Tec-City) is India's first International Financial Services Centre (IFSC) a globally aligned financial zone that positions India as a global investment hub and empowers investors to diversify beyond domestic borders

Have more questions?

Reach Us @ giftcompliance@sundarammutual.com | +91-8925812575

Address:
Shilp Incubation Centre
Office No. SI-M-025, Unit B, First Floor
Plot 11T 3 and 11T 5, Block 11, GIFT SEZ, Gift City, Gandhinagar - 382355.

Grievance Redressal Policy