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Sundaram Mutual Fund is an Asset Management Company and a wholly owned subsidiary of Sundaram Finance Limited. This fund house has been active in the Indian Mutual Fund Industry more than two decades. The operations of Sundaram Mutual Fund have spread across India in Dubai as well as Singapore. The company has a wholly owned subsidiary in Singapore formed in 2012. Headquartered in Chennai, the Mutual Fund company has 93 customer care centers across the country.
Sundaram Mutual Fund has been constantly innovative and is the first company to launch schemes based on new themes like Micro Cap Series of funds, Leadership funds, and Rural India funds.
AMC | Sundaram Mutual Fund |
---|---|
Date of Setup | August 24, 1996 |
AUM | INR 32788.80 crore (Jun-30-2018) |
Chairman | Mr. Pratip Chaudhuri |
CEO/MD | Mr. Sunil Subramaniam/Mr. Harsha Viji |
CIO | Mr. Dwijendra Srivastava/Mr. S Krishnakumar |
Compliance Officer | Mr. P Sundararajan |
investor Service Officer | Mr. Dhiren H Thakker/Mr. Rahul Mayor |
Customer Care Number | 1800 103 2440 |
Telephone | 044 – 28569900 |
Fax | 044 – 28583156 |
customerservices[AT]sundarammutual.com | |
Website | www.sundarammutual.com |
Sundaram Mutual fund was promoted jointly by Sundaram Finance Limited (SFL) and Stewart Newton Holdings (Mauritius) Limited in 1996. SFL was formed with the purpose of financing for commercial vehicle and passenger car purchase. Newton Investment Management, on the other hand, was a well-known independent investment manager in the UK formed in the year 1977. In 2002, Newton Investment Management was acquired by US based Mellon Financial Corporation during which SFL purchased the entire stake of Newton Investment Management in Sundaram Mutual Fund.
In 2006, BNP Paribas Asset Management acquired 49.9% stake in Sundaram Mutual Funds by forming a joint venture with SFL. However, in 2010, BNP Paribas had to withdraw its stake due to government regulations that permit companies to form only one Mutual Fund company. This was because of its global acquisition of Fortis Group. Since then, Sundaram Mutual Fund is a wholly owned subsidiary of Sundaram Finance Ltd.
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Sundaram Mutual Fund offers a variety of schemes under various categories to cater the diverse preferences of individuals. So, let us understand the various categories of these funds and the best schemes under each category.
Equity Funds invest their corpus in equity and equity-related instruments of various companies. The returns on equity shares cannot be guaranteed but are considered as a good option for long-term investments. Some of the categories of equity funds include Large cap funds, mid cap funds, Small cap funds, and much more. Some of the Best equity funds offered by Sundaram are listed below as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Rural and Consumption Fund Growth ₹80.7392
↑ 0.47 ₹1,365 0.2 9.4 37.5 18.3 14.4 30.2 Sundaram Mid Cap Fund Growth ₹1,093.7
↑ 0.12 ₹10,262 5.9 19 56.5 24.6 18.8 40.4 Sundaram Small Cap Fund Growth ₹216.818
↑ 0.89 ₹3,056 0.6 13.1 51.9 27.6 21.2 45.3 Sundaram Financial Services Opportunities Fund Growth ₹87.23
↑ 0.11 ₹1,150 -0.6 12.2 41 18.1 16.5 31.1 Sundaram Large and Mid Cap Fund Growth ₹72.3185
↑ 0.35 ₹6,118 3.3 14.5 40.6 18.8 16.4 26.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24
Debt Funds are the ones who invest their fund money in fixed Income instruments. Some of the fixed income instruments in which debt funds invest their corpus include treasury bills, corporate Bonds, commercial papers, certificate of deposits, and much more. Debt funds are a good option for short and medium term investment tenure. Sundaram Mutual Fund's some of the best debt schemes are tabulated as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Banking & PSU Debt Fund Growth ₹38.8053
↑ 0.01 ₹350 1.9 3.5 7.2 4.6 6.8 7.64% 2Y 8M 4D 3Y 4M 9D Sundaram Corporate Bond Fund Growth ₹36.1994
↑ 0.02 ₹779 1.9 3.5 6.6 5 6.3 7.6% 3Y 29D 4Y 3M 2D Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 1 1.9 5.3 1.9 3.6% 11M 8D 1Y 2M 16D Sundaram Money Fund Growth ₹44.1929
↑ 0.00 ₹3,144 0.8 1.7 3.3 4.7 3.5% 1M 2D 1M 2D Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24
Hybrid Funds are also known as balanced funds. These schemes invest their fund money in both equity and fixed income instruments in a fixed proportion. These schemes are suitable for people looking for regular income along with Capital appreciation. Some of the best mutual funds to invest under hybrid category include:
To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Debt Oriented Hybrid Fund Growth ₹27.1519
↑ 0.05 ₹30 2.2 5.6 11.8 9 6.9 9.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24 1. Sundaram Diversified Equity Fund
CAGR/Annualized
return of 16.2% since its launch. Ranked 14 in ELSS
category. Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (27 Mar 24) ₹192.713 ↑ 1.07 (0.56 %) Net Assets (Cr) ₹1,604 on 29 Feb 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 1.8 Information Ratio -0.84 Alpha Ratio -6.91 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,448 28 Feb 21 ₹12,801 28 Feb 22 ₹14,997 28 Feb 23 ₹15,770 29 Feb 24 ₹20,276 Returns for Sundaram Diversified Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.3% 3 Month 1.9% 6 Month 10.9% 1 Year 33% 3 Year 17.3% 5 Year 14% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 2.16 Yr. Rohit Seksaria 24 Feb 21 3.02 Yr. Data below for Sundaram Diversified Equity Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 34.75% Technology 11.02% Industrials 10.16% Consumer Defensive 10.05% Consumer Cyclical 8.73% Energy 8.19% Basic Materials 6.45% Health Care 5.88% Communication Services 3.13% Real Estate 0.45% Asset Allocation
Asset Class Value Cash 1.19% Equity 98.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹136 Cr 929,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE8% ₹131 Cr 460,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹110 Cr 1,066,000
↓ -79,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹72 Cr 436,000
↓ -76,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹55 Cr 388,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹54 Cr 156,446 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹52 Cr 483,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹44 Cr 114,734 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS3% ₹40 Cr 457,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹40 Cr 626,000
↓ -157,000 2. Sundaram Rural and Consumption Fund
CAGR/Annualized
return of 12.4% since its launch. Ranked 2 in Sectoral
category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (27 Mar 24) ₹80.7392 ↑ 0.47 (0.59 %) Net Assets (Cr) ₹1,365 on 29 Feb 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 2.64 Information Ratio -0.39 Alpha Ratio 6.7 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,932 28 Feb 21 ₹12,515 28 Feb 22 ₹14,219 28 Feb 23 ₹15,227 29 Feb 24 ₹20,617 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.2% 3 Month 0.2% 6 Month 9.4% 1 Year 37.5% 3 Year 18.3% 5 Year 14.4% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.16 Yr. Ashish Aggarwal 1 Jan 22 2.16 Yr. Data below for Sundaram Rural and Consumption Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Consumer Cyclical 39.96% Consumer Defensive 32.84% Communication Services 10.21% Basic Materials 4.26% Health Care 3.17% Financial Services 2.58% Real Estate 1.97% Technology 0.72% Industrials 0.09% Asset Allocation
Asset Class Value Cash 4.19% Equity 95.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹108 Cr 2,449,660 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL8% ₹106 Cr 901,929 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹95 Cr 381,782
↑ 10,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹94 Cr 255,389 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL6% ₹86 Cr 2,458,046
↓ -112,867 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M5% ₹67 Cr 407,736 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹65 Cr 63,703 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N4% ₹54 Cr 499,998 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹50 Cr 246,492 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP3% ₹43 Cr 68,048 3. Sundaram Mid Cap Fund
CAGR/Annualized
return of 24.2% since its launch. Ranked 13 in Mid Cap
category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Mar 24) ₹1,093.7 ↑ 0.12 (0.01 %) Net Assets (Cr) ₹10,262 on 29 Feb 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 3.06 Information Ratio -0.84 Alpha Ratio 1.02 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,793 28 Feb 21 ₹13,155 28 Feb 22 ₹15,465 28 Feb 23 ₹16,465 29 Feb 24 ₹25,011 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.6% 3 Month 5.9% 6 Month 19% 1 Year 56.5% 3 Year 24.6% 5 Year 18.8% 10 Year 15 Year Since launch 24.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.02 Yr. Ratish Varier 24 Feb 21 3.02 Yr. Data below for Sundaram Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 25.05% Industrials 20.93% Consumer Cyclical 16.51% Health Care 10.97% Basic Materials 8.15% Technology 6.06% Utility 3.07% Real Estate 2.02% Consumer Defensive 1.91% Energy 1.31% Communication Services 1.08% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328104% ₹447 Cr 10,093,505
↓ -1,906,495 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA4% ₹356 Cr 914,499 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹326 Cr 22,120,395 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹311 Cr 1,355,000
↓ -25,221 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN3% ₹301 Cr 1,221,552
↓ -121,527 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹292 Cr 8,345,000
↓ -75,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹271 Cr 877,784
↓ -5,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹264 Cr 6,115,000
↓ -85,000 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹259 Cr 5,191,133
↑ 46,140 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹226 Cr 270,000 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized
return of 12.3% since its launch. Ranked 30 in Large & Mid Cap
category. Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (27 Mar 24) ₹72.3185 ↑ 0.35 (0.48 %) Net Assets (Cr) ₹6,118 on 29 Feb 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 2.09 Information Ratio -0.95 Alpha Ratio -7.42 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,231 28 Feb 21 ₹13,548 28 Feb 22 ₹16,429 28 Feb 23 ₹16,512 29 Feb 24 ₹22,346 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.1% 3 Month 3.3% 6 Month 14.5% 1 Year 40.6% 3 Year 18.8% 5 Year 16.4% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.8% 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.16 Yr. Ashish Aggarwal 1 Jan 22 2.16 Yr. Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.84% Industrials 15.54% Consumer Cyclical 15.45% Health Care 9.53% Technology 8.99% Consumer Defensive 5.96% Basic Materials 5.91% Energy 4.11% Communication Services 2.7% Utility 1.85% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹287 Cr 1,960,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹282 Cr 2,740,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹248 Cr 870,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹160 Cr 460,961 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹141 Cr 850,000
↓ -350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹137 Cr 2,144,403 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹125 Cr 1,170,000
↓ -65,386 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328102% ₹125 Cr 2,810,000
↓ -150,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 21 | TCS2% ₹106 Cr 278,000
↑ 22,827 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL2% ₹106 Cr 825,000
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before Investing in a scheme.
Here is a list of Sundaram schemes that got new names:
Existing Scheme Name | New Scheme Name |
---|---|
Sundaram Balanced Fund | Sundaram Equity Hybrid Fund |
Sundaram Bond Saver Fund | Sundaram Medium Term Bond Fund |
Sundaram Equity Multiplier Fund | Sundaram Large and Mid Cap Fund |
Sundaram Equity Plus Fund | Sundaram Multi Asset Fund |
Sundaram Flexible Fund-Flexible Income Plan | Sundaram Corporate Bond Fund |
Sundaram Income Plus Fund | Sundaram Short Term Credit Risk Fund |
Sundaram Monthly Income Plan - Aggressive Fund | Sundaram Debt Oriented Hybrid Fund |
Sundaram Rural India Fund | Sundaram Rural and Consumption Fund |
Sundaram Select Debt Short Term Asset Fund | Sundaram Short Term Debt fund |
Sundaram Select Midcap Fund | Sundaram Mid Cap Fund |
Sundaram SMILE Fund | Sundaram Small Cap Fund |
Sundaram Ultra Short Term fund | Sundaram Low Duration Fund |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
Sundaram Mutual Fund offer SIP Facility in most of it's schemes. SIP or Systematic Investment plan means a scenario where investments are made in mutual funds in small amounts at regular intervals. People who cannot afford for lump sum investment prefer to choose SIP mode of investment. Some of the schemes of Sundaram Mutual Fund that offer SIP facility include Diversified Equity Fund, Select Focus, Select Mid Cap, Rural India, Equity Multiplier, and Regular Savings Fund.
mutual fund calculator or sip calculator helps in deciding how much amount a person needs to invest today to build a corpus for achieving the objectives in future. Most mutual fund houses provide a mutual fund calculator. Individuals use the mutual fund calculator to determine the amount required to fulfill their objectives like purchasing a house, higher education, and so on. Some of the basic inputs that individuals need to enter in the mutual fund calculator are the individual’s age, monthly income, and expected rate of return on their investment.
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NAV or Net Asset Value means the net assets held by a mutual fund company at a given point of time. The current and historical NAV of Sundaram Mutual Fund can be found in the Association of Mutual Funds in India (AMFI) website in addition to the AMC’s website.
Sundaram mutual fund offers an online mode of investment in mutual fund schemes or MFOnline. By resorting to this mode, individuals can visit the AMC’s website from any given place and at any time to invest in their schemes. Nevertheless, the first-timers, need to complete the Know Your Customer (KYC) formalities which in turn can be done online by visiting the AMC’s website.
Individuals can visit the Sundaram Mutual Fund website to get their account statement online by visiting the fund house’s website and clicking on request a statement.
The fund house offers a wide range of schemes in equity, debt and Liquid Funds category. Investors can choose the schemes based on their convenience after considering the risk-return relationship of each scheme.
This mutual fund company is known to launch innovative products. It is the first fund house to launch schemes in new themes like Rural India, Leadership, Micro Cap Series of Funds, and many
The company has a division specializing in Portfolio Management Services (PMS) to cater high Net worth individuals.
It strives to achieve the highest degree of ethical practices in all business dealings thereby enhancing the stakeholder’s value.
Sundaram Towers, I & II Floor, No. 46, Whites Road, Chennai – 600 014
Sundaram Finance Ltd.