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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 ₹103.162
↓ -0.03 ₹1,629 11.2 24.2 36.8 19.9 20.6 30.2 Sundaram Mid Cap Fund Growth ₹1,403.52
↑ 4.69 ₹12,713 7.1 23.3 52.7 24.6 26.5 40.4 Sundaram Large and Mid Cap Fund Growth ₹87.0474
↑ 0.22 ₹7,130 3.6 15.9 37.9 16.1 20.2 26.8 Sundaram Small Cap Fund Growth ₹268.584
↑ 0.39 ₹3,503 6.6 17.9 37.7 20.7 30.4 45.3 Sundaram Diversified Equity Fund Growth ₹220.211
↑ 0.16 ₹1,674 2.7 10.9 26.4 13.6 17.8 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Oct 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 Corporate Bond Fund Growth ₹37.9378
↑ 0.01 ₹712 2.6 4.5 8.5 5.7 6.3 7.39% 4Y 2M 8D 6Y 14D Sundaram Banking & PSU Debt Fund Growth ₹40.6657
↑ 0.02 ₹333 2.5 4.4 8.4 5.7 6.8 7.38% 3Y 6M 22D 4Y 11M 5D 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 11 Oct 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 ₹28.7869
↓ -0.01 ₹27 2.3 5.7 12.2 6.7 9.1 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 11 Oct 24 1. Sundaram Diversified Equity Fund
CAGR/Annualized
return of 16.4% 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 (11 Oct 24) ₹220.211 ↑ 0.16 (0.07 %) Net Assets (Cr) ₹1,674 on 31 Aug 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 1.87 Information Ratio -1.07 Alpha Ratio -6.61 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,419 30 Sep 21 ₹14,832 30 Sep 22 ₹15,160 30 Sep 23 ₹17,499 30 Sep 24 ₹22,872 Returns for Sundaram Diversified Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Oct 24 Duration Returns 1 Month -0.3% 3 Month 2.7% 6 Month 10.9% 1 Year 26.4% 3 Year 13.6% 5 Year 17.8% 10 Year 15 Year Since launch 16.4% 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 2.67 Yr. Rohit Seksaria 24 Feb 21 3.52 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 31.72% Industrials 12.86% Technology 10.07% Consumer Cyclical 9.81% Consumer Defensive 9.31% Energy 7.21% Health Care 6.54% Basic Materials 5.58% Communication Services 4.57% Utility 0.71% Real Estate 0.58% Asset Allocation
Asset Class Value Cash 1.04% Equity 98.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 5001808% ₹126 Cr 767,171 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | 5321746% ₹109 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | 5003256% ₹97 Cr 320,000
↓ -11,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | 5002095% ₹76 Cr 391,000
↓ -27,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA4% ₹59 Cr 326,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | 5005103% ₹58 Cr 156,446 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹52 Cr 114,734 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS3% ₹51 Cr 457,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹49 Cr 419,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | 5324543% ₹48 Cr 304,000 2. Sundaram Rural and Consumption Fund
CAGR/Annualized
return of 13.5% 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 (11 Oct 24) ₹103.162 ↓ -0.03 (-0.03 %) Net Assets (Cr) ₹1,629 on 31 Aug 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 2.42 Information Ratio -0.16 Alpha Ratio -4.43 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,850 30 Sep 21 ₹14,153 30 Sep 22 ₹15,582 30 Sep 23 ₹17,917 30 Sep 24 ₹25,792 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Oct 24 Duration Returns 1 Month 1.1% 3 Month 11.2% 6 Month 24.2% 1 Year 36.8% 3 Year 19.9% 5 Year 20.6% 10 Year 15 Year Since launch 13.5% 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 2.67 Yr. 1 Jul 24 0.17 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 41.86% Consumer Defensive 34.46% Communication Services 11.68% Health Care 2.89% Financial Services 2.6% Real Estate 1.94% Basic Materials 1.6% Asset Allocation
Asset Class Value Cash 2.96% Equity 97.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | 53245410% ₹157 Cr 987,983 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | 5008759% ₹150 Cr 2,991,251 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL9% ₹142 Cr 2,304,592 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M6% ₹98 Cr 350,492
↓ -57,244 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹97 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹91 Cr 255,389 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | 5325005% ₹80 Cr 64,616
↑ 15,272 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹71 Cr 480,998 Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | EMAMILTD4% ₹62 Cr 766,731 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹61 Cr 246,492 3. Sundaram Mid Cap Fund
CAGR/Annualized
return of 24.9% 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 (11 Oct 24) ₹1,403.52 ↑ 4.69 (0.34 %) Net Assets (Cr) ₹12,713 on 31 Aug 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 3.15 Information Ratio -0.37 Alpha Ratio 8.58 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,814 30 Sep 21 ₹15,922 30 Sep 22 ₹16,745 30 Sep 23 ₹20,697 30 Sep 24 ₹32,315 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Oct 24 Duration Returns 1 Month 1.1% 3 Month 7.1% 6 Month 23.3% 1 Year 52.7% 3 Year 24.6% 5 Year 26.5% 10 Year 15 Year Since launch 24.9% 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 3.52 Yr. Ratish Varier 24 Feb 21 3.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.97% Financial Services 19.92% Industrials 18.42% Health Care 11.01% Basic Materials 9.22% Technology 6.05% Utility 2.83% Consumer Defensive 2.73% Real Estate 2.23% Communication Services 1.88% Energy 1.49% Asset Allocation
Asset Class Value Cash 4.06% Equity 95.93% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹510 Cr 8,297,488 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND3% ₹441 Cr 1,177,160
↓ -62,020 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT3% ₹433 Cr 604,417
↓ -19,913 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | 5407623% ₹391 Cr 969,864 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹390 Cr 20,011,397 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL2% ₹312 Cr 1,773,310
↓ -3,953 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹311 Cr 1,388,200 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC2% ₹301 Cr 5,470,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹262 Cr 506,729 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | AUBANK2% ₹259 Cr 3,755,252
↑ 1,116,723 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized
return of 13.1% 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 (11 Oct 24) ₹87.0474 ↑ 0.22 (0.26 %) Net Assets (Cr) ₹7,130 on 31 Aug 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 2.5 Information Ratio -1.37 Alpha Ratio -0.46 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,523 30 Sep 21 ₹15,489 30 Sep 22 ₹15,434 30 Sep 23 ₹17,910 30 Sep 24 ₹25,234 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 11 Oct 24 Duration Returns 1 Month 1.1% 3 Month 3.6% 6 Month 15.9% 1 Year 37.9% 3 Year 16.1% 5 Year 20.2% 10 Year 15 Year Since launch 13.1% 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 S. Bharath 1 Jul 24 0.17 Yr. Ashish Aggarwal 1 Jan 22 2.67 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 20.87% Consumer Cyclical 18.04% Industrials 15.62% Health Care 9.43% Technology 6.93% Consumer Defensive 5.45% Energy 5.45% Communication Services 5.03% Basic Materials 4.85% Utility 2.59% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 4.43% Equity 95.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5001804% ₹307 Cr 1,875,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 5321744% ₹273 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | 5003253% ₹242 Cr 800,000
↑ 35,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | 5001123% ₹188 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | 5002092% ₹175 Cr 900,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹174 Cr 6,943,496 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | 5005102% ₹154 Cr 415,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5325392% ₹143 Cr 1,220,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | 5324542% ₹143 Cr 900,000 Lupin Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5002572% ₹121 Cr 540,541
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.