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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 (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹97.4485
↑ 0.88 ₹1,532 11.3 -2.2 11 21.2 21.6 20.1 Sundaram Mid Cap Fund Growth ₹1,373.83
↑ 11.78 ₹11,690 16.4 -1.8 14.2 28.3 29.7 32 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Sundaram Financial Services Opportunities Fund Growth ₹105.78
↑ 2.22 ₹1,524 16.1 6.4 14.3 24.1 25.3 7.1 Sundaram Small Cap Fund Growth ₹257.703
↑ 2.46 ₹3,058 18.3 -3.6 10.8 24.6 33 19.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
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 (%) 2024 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Corporate Bond Fund Growth ₹40.4172
↑ 0.08 ₹763 4.2 5.6 10.2 7.6 8 6.77% 3Y 2M 12D 4Y 7M 30D Sundaram Banking & PSU Debt Fund Growth ₹43.2966
↑ 0.09 ₹466 4 5.5 10.1 7.8 8 6.72% 3Y 7D 4Y 3M 9D 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 6 Jun 25
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 (%) 2024 (%) Sundaram Debt Oriented Hybrid Fund Growth ₹29.6862
↓ -0.07 ₹27 4.5 2.7 8 8.6 9.2 8 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 6 Jun 25 1. Sundaram Diversified Equity Fund
CAGR/Annualized
return of 15.9% since its launch. Ranked 14 in ELSS
category. Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (06 Jun 25) ₹218.718 ↑ 1.69 (0.78 %) Net Assets (Cr) ₹1,465 on 30 Apr 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.04 Information Ratio -0.57 Alpha Ratio 0.24 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,418 31 May 22 ₹17,999 31 May 23 ₹20,417 31 May 24 ₹25,391 31 May 25 ₹27,686 Returns for Sundaram Diversified Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 3.5% 3 Month 11.1% 6 Month -0.7% 1 Year 8.5% 3 Year 16.1% 5 Year 21.5% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Rohit Seksaria 24 Feb 21 4.27 Yr. Bharath Subramanian 2 Jun 25 0 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 34.02% Consumer Cyclical 10.76% Industrials 9.1% Health Care 7.71% Consumer Defensive 7.7% Basic Materials 7.06% Technology 6.49% Energy 6.15% Communication Services 4.75% Utility 1.97% Asset Allocation
Asset Class Value Cash 4.28% Equity 95.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK10% ₹139 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK9% ₹126 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹71 Cr 504,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹50 Cr 419,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹48 Cr 256,000
↓ -24,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹47 Cr 595,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹46 Cr 138,000
↓ -18,446 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹46 Cr 306,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹45 Cr 1,046,000
↑ 376,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5325383% ₹37 Cr 32,000 2. Sundaram Rural and Consumption Fund
CAGR/Annualized
return of 12.7% since its launch. Ranked 2 in Sectoral
category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (06 Jun 25) ₹97.4485 ↑ 0.88 (0.91 %) Net Assets (Cr) ₹1,532 on 30 Apr 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.35 Information Ratio 0.04 Alpha Ratio 2.45 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 31 May 20 ₹10,000 31 May 21 ₹14,623 31 May 22 ₹15,788 31 May 23 ₹18,483 31 May 24 ₹23,865 31 May 25 ₹27,091 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 3% 3 Month 11.3% 6 Month -2.2% 1 Year 11% 3 Year 21.2% 5 Year 21.6% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.41 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.43% Consumer Defensive 32.99% Communication Services 11.61% Health Care 3.6% Financial Services 2.71% Basic Materials 1.52% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹147 Cr 789,519
↓ -150,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹127 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹114 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹103 Cr 440,212
↑ 90,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹80 Cr 235,289 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹72 Cr 58,511 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR5% ₹71 Cr 453,496 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹70 Cr 3,000,962 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹55 Cr 79,027 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹49 Cr 245,560 3. Sundaram Mid Cap Fund
CAGR/Annualized
return of 24% since its launch. Ranked 13 in Mid Cap
category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (06 Jun 25) ₹1,373.83 ↑ 11.78 (0.87 %) Net Assets (Cr) ₹11,690 on 30 Apr 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.25 Information Ratio 0.1 Alpha Ratio 4.46 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 31 May 20 ₹10,000 31 May 21 ₹17,030 31 May 22 ₹18,572 31 May 23 ₹21,946 31 May 24 ₹33,545 31 May 25 ₹37,990 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 9.2% 3 Month 16.4% 6 Month -1.8% 1 Year 14.2% 3 Year 28.3% 5 Year 29.7% 10 Year 15 Year Since launch 24% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.27 Yr. Ratish Varier 24 Feb 21 4.27 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.11% Financial Services 16.95% Industrials 13.46% Health Care 10.85% Basic Materials 10.56% Technology 6.46% Consumer Defensive 4.33% Real Estate 3.73% Communication Services 2.57% Utility 2.11% Energy 1.94% Asset Allocation
Asset Class Value Cash 8.92% Equity 91.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹387 Cr 1,747,182 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹379 Cr 19,247,362 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,270,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹311 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹283 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹266 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹258 Cr 484,892 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹256 Cr 3,599,583 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹238 Cr 9,072,077
↑ 459,958 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹231 Cr 4,081,771
↓ -202,003 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized
return of 12.4% since its launch. Ranked 30 in Large & Mid Cap
category. Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (06 Jun 25) ₹84.0519 ↑ 0.88 (1.06 %) Net Assets (Cr) ₹6,550 on 30 Apr 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.07 Information Ratio -0.9 Alpha Ratio 0.14 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 31 May 20 ₹10,000 31 May 21 ₹16,194 31 May 22 ₹17,935 31 May 23 ₹20,343 31 May 24 ₹27,367 31 May 25 ₹29,311 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 4.7% 3 Month 12.6% 6 Month -4% 1 Year 7.6% 3 Year 18.8% 5 Year 23% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.92 Yr. Ashish Aggarwal 1 Jan 22 3.41 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 25.94% Consumer Cyclical 13.94% Health Care 10.05% Industrials 9.95% Energy 6.87% Communication Services 6.74% Consumer Defensive 6% Basic Materials 5.72% Technology 5.55% Utility 2.63% Real Estate 2.07% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.45% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹373 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹300 Cr 2,100,000
↓ -125,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹292 Cr 2,075,000
↑ 35,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹181 Cr 2,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹168 Cr 900,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹150 Cr 680,000 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹150 Cr 650,824
↑ 650,824 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹150 Cr 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹130 Cr 1,100,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | ALKEM2% ₹128 Cr 250,000
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.