Sundaram Mutual Fund
Key information about Sundaram Mutual Fund
Sundaram Mutual Fund |
Sundaram Mutual Fund |
26 Feb 1996 |
Sundaram Finance |
Sundaram Trustee Company Ltd. |
P. Sundararajan |
₹ 75,674.2 Cr |
Anand Radhakrishnan |
Sundaram Towers No. 46, 1st & 2nd Floor, Whites Road, Royapettah, Chennai, Tamil Nadu 600014 |
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Now let us jump and check about these top 20 mutual fund schemes.
Sundaram Balanced Advantage Fund(G)
Fund Performance: The Sundaram Balanced Advantage Fund(G) comes under the Hybrid category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Balanced Advantage Fund(G) is ₹100.
Sundaram Aggressive Hybrid Fund(G)
Fund Performance: The Sundaram Aggressive Hybrid Fund(G) comes under the Hybrid category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Aggressive Hybrid Fund(G) is ₹100.
Sundaram Liquid Fund(G)
Fund Performance: The Sundaram Liquid Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Liquid Fund(G) is ₹1000.
Sundaram Dividend Yield Fund(G)
Fund Performance: The Sundaram Dividend Yield Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Dividend Yield Fund(G) is ₹500.
Sundaram Low Duration Fund(G)
Fund Performance: The Sundaram Low Duration Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Low Duration Fund(G) is ₹100.
Sundaram Multi Cap Fund(G)
Fund Performance: The Sundaram Multi Cap Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Multi Cap Fund(G) is ₹100.
Sundaram Short Duration Fund(G)
Fund Performance: The Sundaram Short Duration Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Short Duration Fund(G) is ₹250.
Sundaram Nifty 100 Equal Weight Fund(G)
Fund Performance: The Sundaram Nifty 100 Equal Weight Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Nifty 100 Equal Weight Fund(G) is ₹100.
Sundaram Focused Fund(G)
Fund Performance: The Sundaram Focused Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Focused Fund(G) is ₹500.
Sundaram Equity Savings Fund(G)
Fund Performance: The Sundaram Equity Savings Fund(G) comes under the Hybrid category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Equity Savings Fund(G) is ₹100.
Sundaram ELSS Tax Saver Fund-Reg(G)
Fund Performance: The Sundaram ELSS Tax Saver Fund-Reg(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram ELSS Tax Saver Fund-Reg(G) is ₹500.
Sundaram Medium Duration Fund(G)
Fund Performance: The Sundaram Medium Duration Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Medium Duration Fund(G) is ₹250.
Sundaram Infra Advantage Fund(G)
Fund Performance: The Sundaram Infra Advantage Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Infra Advantage Fund(G) is ₹100.
Sundaram Large and Mid Cap Fund(G)
Fund Performance: The Sundaram Large and Mid Cap Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Large and Mid Cap Fund(G) is ₹100.
Sundaram Corp Bond Fund(G)
Fund Performance: The Sundaram Corp Bond Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Corp Bond Fund(G) is ₹250.
Sundaram Banking & PSU Fund(G)
Fund Performance: The Sundaram Banking & PSU Fund(G) comes under the Debt category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Banking & PSU Fund(G) is ₹250.
Sundaram Global Brand Theme - Equity Active FoF(G)
Fund Performance: The Sundaram Global Brand Theme - Equity Active FoF(G) comes under the Other category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Global Brand Theme - Equity Active FoF(G) is ₹NA.
Sundaram LT Tax Adv Fund-Sr II-Reg(G)
Fund Performance: The Sundaram LT Tax Adv Fund-Sr II-Reg(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram LT Tax Adv Fund-Sr II-Reg(G) is ₹NA.
Sundaram Consumption Fund(G)
Fund Performance: The Sundaram Consumption Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Consumption Fund(G) is ₹100.
Sundaram Small Cap Fund(G)
Fund Performance: The Sundaram Small Cap Fund(G) comes under the Equity category of NA Funds.
Minimum Investment Amount: SIP minimum amount for Sundaram Small Cap Fund(G) is ₹100.
About Sundaram Mutual Fund
Sundaram Mutual Fund is among those Asset Management Companies (AMCs) that have long been a familiar name among investors. The company has been providing mutual fund services since 1996, and over time, it has expanded its range of fund options to cater to diverse investment needs.
Today, Sundaram Asset Management Company offers a wide array of schemes across Equity, Debt, and Hybrid categories. The company’s network extends across numerous cities in India, and it serves a large base of investors.
Chennai Heritage & TVS Group
Sundaram Asset Management Company is a wholly owned subsidiary of Chennai-based Sundaram Finance Limited, which is associated with India’s renowned TVS Group. It is this strong financial heritage that lends Sundaram Mutual Fund a trusted identity among investors.
With nearly 30 years of fund management experience, the company has carved a distinct niche for itself in the history of AMCs in South India. Currently, the company maintains a network of over 80 branches across India, an office in Dubai, and a subsidiary in Singapore.
Key Details of Sundaram AMC
AMC Overview & Company Structure
| Particulars | Details |
|---|---|
| Mutual Fund Name | Sundaram Mutual Fund |
| AMC Name | Sundaram Asset Management Company |
| Inception Date | 26 February 1996 |
| Parent Company | Sundaram Finance Limited (SFL) |
| Trustee Organisation | Sundaram Trustee Company Ltd. |
AUM, Schemes & Investment Presence
| Particulars | Details |
|---|---|
| Assets Under Management (AUM) | ₹85,000+ Crores* (as of end of last Quarter) |
| Total Mutual Fund Schemes | 33 Schemes |
| CEO | Anand Radhakrishnan |
| Compliance Officer | P Sundararajan |
Why Invest in Sundaram Mutual Fund ?
Sundaram Mutual Fund is recognized as one of those Asset Management Companies (AMCs) that has consistently maintained investor trust over the long term. The company offers a diverse range of investment options tailored to meet various specific needs.
- A Strong and Established Financial Pedigree : Sundaram Asset Management Company is affiliated with Sundaram Finance Limited, an entity that has been operating within the financial sector for many years. This deep-rooted legacy is precisely why the company continues to be recognized as a highly trustworthy AMC.
- Diverse Fund Options for Every Investor : Sundaram MF schemes encompass a wide array of categories, including Equity, Debt, Hybrid, and Liquid funds. Whether an investor wishes to initiate a Systematic Investment Plan (SIP) or invest with a long-term horizon, the company offers a variety of suitable options to choose from.
- A Balance of Research and Experience : The company’s fund management team works continuously on market research and sector-specific trends. Furthermore, Sundaram AMC has long maintained a focused approach toward thematic funds, specifically those centered on areas such as Mid-cap stocks and Rural India.
- An Extensive Network and Wide Reach : With a network comprising over 80 branches across India, the company also maintains a presence in international hubs such as Dubai and Singapore. This extensive reach ensures that investors can easily access the necessary services and support.
- Enduring Investor Trust : With a client base of approximately 3.5 million and an Assets Under Management (AUM) exceeding ₹85,000 crore, these figures clearly demonstrate the enduring trust that investors have placed in Sundaram Mutual Fund over the years.
How to Invest in Sundaram Mutual Fund via Pocketful
The process of investing in Sundaram Mutual Fund through Pocketful has been designed to be quite simple. If you already have an existing account, you can simply log in and begin investing immediately. New users, however, must first open an account.
- The Process of Opening a Pocketful Account : If you do not yet have a Pocketful account, your first step is to visit either the mobile app or the web platform to open one. The account opening process is entirely online and requires your PAN Card, Aadhaar Card, and bank details. Once your KYC verification is complete, your account becomes active.
- Log In to the App or Web Platform : Once your account is active, log in to the Pocketful mobile app or web platform. Upon logging in, you will see a dedicated ‘Mutual Funds‘ section on the home screen, where various funds are available for selection.
- Select a Sundaram Mutual Fund Scheme : Within the Mutual Funds section, you can search for Sundaram MF schemes that align with your specific needs and investment goals. Here, you will find a wide range of fund options across Equity, Hybrid, and Debt categories.
- Start a SIP or Lump Sum Investment : After selecting a fund, investors can choose between two investment options: SIP (Systematic Investment Plan) or Lump Sum. SIPs are generally considered ideal for regular, periodic investments, while the Lump Sum option is available for making a one-time investment.
- Make Payments via UPI or Net Banking : When investing on Pocketful, you have access to two payment options: UPI and Net Banking. After entering your desired investment amount, you can complete the transaction by selecting the payment mode that is most convenient for you.
- Easily Track Your Investments : Once your payment is successful, your investment officially begins. Subsequently, you can easily track your Mutual Fund portfolio, SIP status, and overall investment progress directly through the Pocketful app or web platform.
Benefits & Risks of Sundaram Mutual Fund
Before investing in Sundaram Mutual Fund, it is essential to understand its benefits as well as its potential risks. The experience, scheme options, and investment style may work differently for different investors.
Benefits of Sundaram Mutual Fund
- Long-standing AMC : Sundaram Asset Management Company has been operating in the mutual fund industry for many years. Thanks to its long-standing presence, the company has established a stable reputation among investors.
- Multiple Fund Options for Investment : Sundaram MF schemes offer funds tailored to various investment needs. Investors can find a wide range of options here, ranging from Aggressive Equity Funds to Conservative Debt Funds.
- Facility to Start with Small Investments : Through Systematic Investment Plans (SIPs), investors can begin investing with even a small amount. This feature is considered particularly useful for those who wish to invest gradually over the long term.
- Focus on Diverse Sectors and Themes : Over time, the company has also launched sector-specific funds focusing on areas such as Mid-cap, Services, and Rural India. This provides investors with opportunities to invest across various themes.
- Online Investment and Easy Access : Today, investors can easily invest in Sundaram Mutual Fund through mobile apps and web platforms. This has made the investment process significantly simpler compared to the past.
Risks Associated with Sundaram Mutual Fund
- Fund Value May Be Impacted by Market Downturns : If the stock market experiences a decline, the value of equity-oriented funds may be adversely affected. During such times, returns may be lower than expected or could even turn negative.
- Higher Volatility in High-Growth Funds : Funds falling under categories such as Sundaram Mid Cap Fund and Small Cap funds may experience rapid fluctuations. Consequently, the risk associated with these funds is higher compared to standard mutual funds.
- Long-Term Patience is Essential : To realize superior returns in certain schemes, it may be necessary to remain invested for an extended period. Withdrawing investments prematurely may result in returns that fall short of expectations.
- Not All Schemes Are Suitable for Every Investor : Each fund has a distinct objective and risk profile. Therefore, investing without fully understanding the scheme carries the risk of selecting an unsuitable fund.
- Returns Fluctuate According to Market Conditions : The returns generated by mutual funds are not fixed or guaranteed. Its performance may vary depending on market, sector, and economic conditions.
Frequently Asked Questions (FAQs)
Is Sundaram MF part of TVS Group?
Yes, Sundaram Mutual Fund is affiliated with Sundaram Finance Limited, a subsidiary of TVS Group.
What are the best Sundaram MF schemes?
Sundaram Small Cap Fund, Sundaram Mid Cap Fund, and Hybrid Funds are among its popular schemes.
Is Sundaram MF safe?
Sundaram Asset Management Company is a SEBI-registered AMC, but mutual fund investments are subject to market risks.
How to invest in Sundaram Small Cap Fund?
You can start a SIP or lump sum investment through the Pocketful App or the AMC website.