Sundaram Mutual Fund

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Sundaram
Mutual Fund

Sundaram Mutual Fund is a wholly-owned subsidiary of Sundaram Finance Ltd., one of the major non-banking financial corporations in India. The company's asset management wing, Sundaram Asset Management, is one of the first in India to launch mutual funds in different themes. The diverse range of products offered by the company ensures that its customers have various choices according to their specific requirements.

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Updated: 17-05-2024 12:28:33 PM

Types of mutual funds offered by Sundaram Mutual Fund

Sundaram Mutual Fund offers the following two types of mutual funds:

  • Equity funds
  • Fixed income funds

Equity funds offered by Sundaram Mutual Fund

The company offers a diverse range of equity funds that can be listed as follows:

  • Sundaram Select FocusFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkNifty 50 IndexFund ManagerRahul BaijalRisk FactorModerately highInvestment objective of Sundaram Select FocusThis fund focuses on long-term capital growth through select large cap stocks. Being an equity fund, the investment is primarily in equity and equity-related instruments.Who is Sundaram Select Focus suitable for?This fund is ideal for investors who seek capital appreciation through investments in equities and equity-related instruments.
    • For units that are redeemed within 12 months from the date of allotment, an exit load of 1% of the net asset value (NAV) will be charged by the company.
    • For units that are redeemed after 12 months from the date of allotment, there is no exit load.
  • Sundaram Large and Mid Cap FundFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkNifty 200 IndexFund ManagerS. Krishna KumarRisk FactorModerately highInvestment objective of Sundaram Large and Mid Cap FundThis fund aims to generate long-term capital growth by investing in large and mid cap companies in the market. Investments are made mainly in equities and equity-related securities.Who is Sundaram Large and Mid Cap Fund suitable for?People who seek capital appreciation through investments in equities and equity-related securities can invest in this fund.
    • For units that are redeemed within 12 months from the date of allotment, an exit load of 1% of the net asset value (NAV) will be charged by the company.
    • There is no exit load if the units are redeemed after 12 months from the date of allotment.
  • Sundaram Multi Asset FundFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkS&P BSE 200 (65%) and CRISIL Composite Bond Fund Index 20%, Bloomberg Commodity Index 15%Fund ManagerRahul BaijalRisk FactorModerately highInvestment objective of Sundaram Multi Asset FundThis fund focuses on long-term capital growth through various investments such as equities, equity-related instruments, commodities, commodity ETFs, real estate investment trust, infrastructure investment trusts, and fixed income securities.Who is Sundaram Multi Asset Fund suitable for?This fund is ideal for investors who wish for capital appreciation through equity investments and investments in equity-related instruments.
    • For units that are redeemed within 12 months from the date of allotment, an exit load of 1% of the net asset value (NAV) will be charged by the company.
    • There is no exit load if the units are redeemed after 12 months from the date of allotment.
  • Sundaram Mid Cap FundFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkS&P BSE Mid-Cap IndexFund ManagerS. Krishna KumarRisk FactorModerately highInvestment objective of Sundaram Mid Cap FundThis fund focuses on long-term capital growth through investments in diverse stocks that are generally termed as mid-cap stocks.Who is Sundaram Mid Cap Fund suitable for?This fund is ideal for investors who wish for capital appreciation through investments in diverse stocks.
    • If the units are redeemed within 12 months from the date of allotment, an exit load of 1% of the net asset value (NAV) will be charged by the company.
    • There is no exit load if the units are redeemed after 12 months from the date of allotment.
  • Sundaram Small Cap FundFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkS&P BSE Smallcap IndexFund ManagerS. Krishna KumarRisk FactorModerately highInvestment objective of Sundaram Small Cap FundThis fund focuses on long-term capital growth through investment in small cap stocks.Who is Sundaram Small Cap Fund suitable for?This fund is ideal for investors who seek capital appreciation through investments in diversified stocks that are known as small cap stocks.
    • For units that are redeemed within 12 months from the date of allotment, an exit load of 1% of the net asset value (NAV) will be charged by the company.
    • There is no exit load if the units are redeemed after 12 months from the date of allotment.
  • Sundaram Diversified EquityFund Type Open-ended equity linked savings schemeEntry LoadN/AMin. Initial investmentRs.500Min. Additional PurchaseRs.500Exit LoadBenchmarkS&P BSE 200 IndexFund ManagerS. Krishna KumarRisk FactorModerately highInvestment objective of Sundaram Diversified EquityThis fund provides capital growth through investment in equities and equity-related instruments. A minimum lock-in period of 3 years shall be applied to this fund in line with ELSS schemes.Who is Sundaram Diversified Equity suitable for?This fund is ideal for investors who want capital appreciation through investments in equities and equity-related instruments.
    • There is no exit load on this fund, but there is a lock-in period of 36 months.
  • Sundaram Rural and Consumption FundFund Type Open-ended equity savings schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkNifty 500Fund ManagerS. Krishna Kumar and S. BharathRisk FactorModerately highInvestment objective of Sundaram Rural and Consumption FundThis fund provides long-term returns by investing in equity or equity-related instruments of companies that focus on Rural India.Who is Sundaram Rural and Consumption Fund suitable for?This fund is ideal for investors who want capital appreciation through investments in equities and equity-related instruments.
    • If the fund is redeemed within 12 months from the date of allotment, an exit load of 1% of the NAV is charged by the company.
    • For funds redeemed after 12 months, there is no exit load applicable.
  • Sundaram Financial Services OpportunitiesFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000 and multiples of Rs.1 thereafterMin. Additional PurchaseRs.5,000 and multiples of Rs.1 thereafterExit LoadBenchmarkNifty Financial ServicesFund ManagerS. Krishna KumarRisk FactorHighInvestment objective of Sundaram Financial Services OpportunitiesThis fund provides long-term returns by investing in equity or equity-related instruments of Indian companies that provide banking and financial services in the country.Who is Sundaram Financial Services Opportunities suitable for?This fund is ideal for investors who want long-term capital growth through equity investments.
    • If the fund is redeemed within 12 months from the date of allotment, an exit load of 1% of the NAV is charged by the company.
    • For funds redeemed after 12 months, there is no exit load applicable.
  • Sundaram Infrastructure Advantage FundFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.5,000 and in multiples of Re.1 thereafterExit LoadBenchmarkS&P BSE 100 IndexFund ManagerS. Krishna KumarRisk FactorHighInvestment objective of Sundaram Infrastructure Advantage FundThis fund focuses on generating consistent long-term returns by investing in equity or equity-related instruments of Indian companies engaged in infrastructure development or related activities.Who is Sundaram Infrastructure Advantage Fund suitable for?This fund is ideal for investors who want consistent long-term returns through equity investments.
    • For units redeemed within 12 months from the date of allotment, an exit load of 1% of the NAV is charged by the company.
    • For units redeemed after 12 months, there is no exit load applicable.
  • Sundaram Equity Hybrid FundFund Type Open-ended hybrid schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseRs.500Exit LoadBenchmarkCRISIL Hybrid 35+65 – Aggressive IndexFund ManagerRahul BaijalRisk FactorModerately highInvestment objective of Sundaram Equity Hybrid FundThis fund focuses on generating capital appreciation and current income by investing the money in a mix of equities and fixed income securities.Who is Sundaram Equity Hybrid Fund suitable for?This fund is suitable for investors who want long-term capital growth as well as current income through a mix of investments.
    • Investors can redeem 10% of the units without any exit load anytime from the date of allotment
    • To redeem additional units within 12 months from the date of allotment, an exit load of 1% of the NAV must be paid to the company.
    • There is no exit load on units redeemed after 12 months from the date of allotment.
  • Sundaram Global Advantage FundFund Type Open-ended fund of fund schemeEntry LoadN/AMin. Initial investmentRs.500Min. Additional PurchaseRs.500Exit LoadBenchmarkMSCI EM IndexFund ManagerS. Krishna Kumar and Rohit SeksariaRisk FactorHighInvestment objective of Sundaram Global Advantage FundThis fund focuses on generating capital appreciation by investing in overseas funds and ETFs.Who is Sundaram Global Advantage Fund suitable for?This fund is suitable for investors who want long-term capital growth.
    • If the units are redeemed within 12 months from the date of allotment, an exit load of 1% of the NAV is charged by the company.
    • For units redeemed over 12 months from the date of allotment, there is no exit load.
  • Sundaram Smart NIFTY 100 Equal WeightFund Type Open-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000 and multiples of Re.1 thereafterMin. Additional Purchase-Exit LoadNilBenchmarkNIFTY 100 Equal Weighted IndexFund ManagerS. BharathRisk FactorModerately highInvestment objective of Sundaram Smart NIFTY 100 Equal WeightThis fund focuses on investing in NIFTY 100 Equal Weighted Index and generating returns.Who is Sundaram Smart NIFTY 100 Equal Weight suitable for?This is a passive management policy where rebalancing is done on a quarterly basis. Investors who wish to invest in companies that are NIFTY 100 Equal Weight constituents can invest in this fund.
  • Sundaram Top 100Fund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkNifty 100 IndexFund ManagerRahul BaijalRisk FactorModerately highInvestment objective of Sundaram Global Advantage FundThis fund focuses on generating capital appreciation by investing in equity or equity-related instruments of companies that are deemed as eligible securities as per the Rajiv Gandhi Equity Savings Scheme 2012.Who is Sundaram Global Advantage Fund suitable for?This fund is suitable for investors who want long-term capital growth through equity investments. Tax relief is available as per section 80CCG of the Income Tax Act of 1961.
  • Sundaram Value FundFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkS&P BSE 500 IndexFund ManagerSeries I: S.Krishnakumar Series II & III: S. Krishna Kumar and Mr. Madanagopal Ramu Series VII – X: S.Krishnakumar, Madangopal Ramu (Equity), and Mr. Dwijendra Srivastava (Fixed Income)Risk FactorModerately highInvestment objective of Sundaram Value FundCertain stocks will be trading below their intrinsic value irrespective of the market cycles. This fund uses a fundamental analysis to invest in those stocks and generate long-term capital growth. This fund can be used for investments across all cycles.Who is Sundaram Value Fund suitable for?This fund is suitable for investors who want capital appreciation through investment in a diversified portfolio of stocks.
  • Sundaram Select Small CapFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkS&P BSE Smallcap IndexFund ManagerS.KrishnakumarRisk FactorModerately highInvestment objective of Sundaram Select Small CapThis small cap fund focuses on overcoming market volatility issues, and enable growth in the medium to long term. It focuses on generating long-term capital growth through equity investments in various small cap companies in the market.Who is Sundaram Select Small Cap suitable for?This fund is suitable for investors who want capital growth by investing in equity instruments of small cap companies.
  • Sundaram Select Micro CapFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit LoadNilBenchmarkS&P BSE Smallcap IndexFund ManagerS. Krishna Kumar and Rohit SeksariaRisk FactorModerately highInvestment objective of Sundaram Select Micro CapThis small cap fund focuses on long-term capital growth by investing in various equity or equity-related instruments of companies that are termed as micro caps.Who is Sundaram Select Micro Cap suitable for?This fund is suitable for investors who have a higher risk appetite and wish to invest in a well-diversified portfolio.
  • Sundaram Long Term Tax Advantage FundFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkS&P BSE 500 IndexFund ManagerSeries I & II: S. Krishna Kumar and Madanagopal Ramu Series III: S. Krishnakumar and Dwijendra SrivastavaRisk FactorModerately highInvestment objective of Sundaram Long Term Tax Advantage FundThis fund focuses on capital appreciation over a period of 10 years. This fund has a lock-in period of three years. It generates capital appreciation through investments in equity and equity-related instruments.Who is Sundaram Long Term Tax Advantage Fund suitable for?This fund is suitable for investors who seek capital appreciation through equity investments over a period of 10 years. Investors also get tax relief by investing in this fund.
  • Sundaram World Brand FundFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkMSCI ACWI IndexFund ManagerS. Krishna Kumar and Rohit SeksariaRisk FactorHighInvestment objective of Sundaram World Brand FundThis fund provides access to various global brands by investing in equity and equity instruments after performing various qualitative and quantitative analyses. This close-ended equity scheme invests in stocks listed in recognized global stock exchanges in the world.Who is Sundaram World Brand Fund suitable for?This fund is suitable for investors who seek capital appreciation through investments in overseas stock exchanges.
  • Sundaram Emerging Small CapFund Type Close-ended equity schemeEntry LoadN/AMin. Initial investmentN/AMin. Additional PurchaseN/AExit LoadNilBenchmarkSeries I – S&P BSE Small Cap Index. Series II & III – S&P BSE 250 Small Cap IndexFund ManagerS. Krishna KumarRisk FactorModerately highInvestment objective of Sundaram Emerging Small CapThis fund focuses on gaining capital appreciation through equity investment in companies that are termed as small caps. This is a five-year fund that invests in a diversified portfolio of growth oriented stocks.Who is Sundaram Emerging Small Cap suitable for?This fund is suitable for investors who seek long-term capital growth through small cap equity investments.

Fixed income funds offered by Sundaram Mutual Fund

The following fixed income funds are offered by Sundaram Mutual Fund:

  1. Sundaram Money FundFund Type Open-ended liquid schemeEntry LoadN/AMin. Initial investmentRs.1,000Min. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL Liquid Fund IndexFund ManagerDwijendra Srivastava, Siddharth ChaudharyRisk FactorLowInvestment objective of Sundaram Money FundThis fund aims to offer a consistent level of income via investments made in money market instruments and debt securities. This low-risk fund focuses on preservation of capital while providing liquidity.Who is Sundaram Money Fund suitable for?This fund is ideal for people who look for short term income generated through low risk investments.
  2. Sundaram Low Duration FundFund Type Open-ended low duration debt schemeEntry LoadN/AMin. Initial investmentRs.1,000Min. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL Ultra Short Term Debt IndexFund ManagerDwijendra Srivastava, Siddharth ChaudharyRisk FactorModerately lowInvestment objective of Sundaram Low Duration FundThis fund aims to provide income investments made in money market instruments and debt securities. This fund aims to provide higher returns than Money Fund over a three-month period.Who is Sundaram Low Duration Fund suitable for?This fund is ideal for people who look for short term income generated through moderately low risk investments.
  3. Sundaram Banking & PSU Debt FundFund Type Open-ended debt schemeEntry LoadN/AMin. Initial investmentRs.1 lakhMin. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL AAA Short Term Bond Fund IndexFund ManagerDwijendra Srivastava, Siddharth ChaudharyRisk FactorModerately lowInvestment objective of Sundaram Banking & PSU Debt FundThis fund aims to generate income and capital appreciation by investing in debt and money market securities issued by various banking firms, public financial institutions, and public sector undertakings.Who is Sundaram Banking & PSU Debt Fund suitable for?This fund is ideal for people who seek short-term income through investments in instruments issued by banks and public sector undertakings.
  4. Sundaram Short Term Credit Risk FundFund Type Open-ended debt schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL A Short Term Bond Index 15%; CRISIL AA Short Term Bond Index 35%, and CRISIL Ultra Short Term Bond Index 50%Fund ManagerSandeep AgarwalRisk FactorModerateInvestment objective of Sundaram Short Term Credit Risk FundThis fund aims to generate high yields through fixed income securities. The secondary objective of this fund is capital appreciation. The returns of this fund are primarily generated through accrual income and limited capital gain.Who is Sundaram Short Term Credit Risk Fund suitable for?This fund is ideal for people who seek high yield and capital appreciation.
  5. Sundaram Short Term Debt FundFund Type Open-ended short term debt schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL Short Term Bond Fund IndexFund ManagerDwijendra Srivastava, Sandeep AgarwalRisk FactorModerately lowInvestment objective of Sundaram Short Term Debt FundThis mutual funds has the primary objective of generating regular income through investment in fixed income securities. The income generated through this fund is either paid as dividend or reinvested based on an investor’s preference. The secondary objective of this fund is to maintain the value of units stable.Who is Sundaram Short Term Debt Fund suitable for?This fund is ideal for people who seek income and capital appreciation through investments made in a portfolio of fixed income securities.
  6. Sundaram Corporate Bond FundFund Type Open-ended debt schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL AAA Medium Term Bond IndexFund ManagerDwijendra Srivastava, Sandeep AgarwalRisk FactorModerateInvestment objective of Sundaram Short Term Debt FundThis fund focuses on generating returns through a portfolio of fixed income and money market instruments. This fund also aims to keep the interest rate risk low. Investments are primarily made in AA+ and above rated corporate bonds.Who is Sundaram Short Term Debt Fund suitable for?This fund is ideal for people who seek income and capital appreciation by investing in a portfolio of fixed income securities and money market instruments.
  7. Sundaram Medium Term Bond FundFund Type Open-ended medium term debt schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit Load1% of the NAV if the units are redeemed within one year from the date of allotmentExpense RatioRegular: 2.00% Direct: 0.81%BenchmarkCRISIL AAA Medium Term Bond (60%) and CRISIL AA Medium Term Bond (40%)Fund Manager Dwijendra Srivastava, Sandeep AgarwalRisk Factor Moderate Investment objective of Sundaram Medium Term Bond FundThis primary objective of this fund is to generate regular income for investors through investments in fixed income securities. The secondary objective of this fund is to keep the value of its units relatively stable. This fund focuses on both income accrual and capital appreciation.Who is Sundaram Medium Term Bond Fund suitable for?This fund is ideal for people who seek accrual income and capital appreciation over medium or long term.
  8. Sundaram Debt Oriented Hybrid FundFund Type Open-ended hybrid schemeEntry LoadN/AMin. Initial investmentRs.5,000Min. Additional PurchaseN/AExit LoadNilExpense RatioRegular: 2.12% Direct: 0.46%BenchmarkCRISIL Hybrid 85+15 Conservative IndexFund ManagerDwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Krishna Kumar and Rohit SeksariaRisk FactorModerately highInvestment objective of Sundaram Debt Oriented Hybrid FundThis primary objective of this fund is to generate regular income for investors through investments in fixed income securities. A certain portion of the money generated through this way is set aside for capital appreciation through equity investment. Investors can get regular monthly income through the investment they made in this fund.Who is Sundaram Debt Oriented Hybrid Fund suitable for? This fund is ideal for people who seek accrual income and capital appreciation over medium or long term.
  9. Sundaram Fixed Term PlanFund Type Close-ended debt scheme Entry Load N/AMin. Initial investmentRs.5,000 and in multiples of Rs.10 thereafterMin. Additional PurchaseN/AExit LoadNil BenchmarkCRISIL Composite Bond Fund IndexFund ManagerSandeep AgarwalRisk FactorModerately highInvestment objective of Sundaram Fixed Term PlanThis is a debt scheme that has a fixed maturity date. The returns are generated through investments in debt and money market instruments that mature on or before the date of maturity of this scheme. The level of risk is minimized by investing in fixed-income securities. A part of the returns generated is invested in equity for capital appreciation.Who is Sundaram Fixed Term Plan suitable for?This fund is ideal for people who seek income and capital appreciation over medium to long term.
  10. Sundaram Hybrid Fund PlanFund Type Close-ended debt schemeEntry LoadN/AMin. Initial investmentRs.5,000 and in multiples of Rs.10 thereafterMin. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL MIP Blended IndexFund ManagerSiddharth Chaudhary and Shiv ChananiRisk FactorModerately highInvestment objective of Sundaram Hybrid Fund PlanThis fund comes with a fixed maturity date, and it focuses mainly on investing in debt and money market instruments that mature on or before the date of the maturity of this scheme. This fund comes with a lock-in period of 3 years.Who is Sundaram Hybrid Fund Plan suitable for?This fund is ideal for people who seek long-term capital growth through investment in debt and money market instruments.
  11. Sundaram Capital Protection Oriented FundFund Type Close-ended debt schemeEntry LoadN/AMin. Initial investmentRs.5,000 and in multiples of Rs.10 thereafterMin. Additional PurchaseN/AExit LoadNilBenchmarkCRISIL MIP Blended IndexFund ManagerSiddharth Chaudhary and Shiv ChananiRisk FactorModerateInvestment objective of Sundaram Hybrid Fund PlanThis fund focuses on investing in a portfolio of fixed-income securities to minimize the risk of capital loss. Investments are primarily made in AAA rated high safety interest bearing bonds. A part of the assets are also invested in equity and equity-related instruments to ensure capital appreciation.Who is Sundaram Hybrid Fund Plan suitable for?This fund is ideal for people who seek income and capital appreciation over medium to long term.Saving tax by investing in tax saving mutual funds by Sundaram Mutual FundSundaram Mutual Fund offers tax saving funds for investors to avail tax relief on the investments they make. Here, tax relief is offered as per Section 80C of the Income Tax Act of 1961. Some of the tax saving mutual funds offered by Sundaram Mutual Fund are listed as follows:
    1. Sundaram Diversified Equity
    2. Sundaram Long Term Tax Advantage Fund

Who is eligible for Sundaram Mutual Funds?

Sundaram Mutual Funds can be bought by any of the following entities:

  • Resident Indians
  • Non-resident Indians
  • Private companies
  • Partnership firms
  • Banking firms
  • Public financial institutions
  • Foreign institutional investors
  • Hindu undivided families (HUFs)
  • Insurance companies
  • Parents or guardians (in case of funds bought for minors)

Documents required for investing in Sundaram Mutual Fund

The following list of documents are required for investing in Sundaram Mutual Fund:

  • Application form
  • ID proof (Any government issued identity cards such as voter id card, driving license, passport, etc.)
  • Address proof
  • KYC documents

Online KYC documents:

  • Recent passport size photographs
  • Self attested PAN card copy
  • Self attested address proof copy (for Indian residents)
  • Overseas address copy and passport copy (for NRIs)
  • Signature in a small piece of paper

How to invest in Sundaram Mutual Fund online?

The step-by-step instruction of how to invest in Sundaram Mutual Fund can be given as follows:

  1. Visit the homepage of ‘Sundaram Mutual’ through the website: https://www.sundarammutual.com
  2. Here, you can choose between ‘existing investor’ or ‘first time investor’ to proceed with the appropriate investment choice.
  3. If you are a first time investor, you may have to generate an online folio by providing your details.
  4. Once you click on ‘first time investor’, you will be taken to a declaration page where you have to authorise the company to use your signature and documents for validation purposes.
  5. Following the declaration, you have to fill in your basic details such as PAN number, date of birth, mobile number, Aadhar number, and email id. The names of additional applicants to the fund can also be added in the same page.
  6. Once you have created your account in the website, you can login into your account and choose the funds in which you wish to invest. For any doubts in the investment process, you can call the company’s customer service or the fund management office for further guidance.

Why choose Sundaram Mutual Fund?

Sundaram Asset Management has over 20 years of background in providing finance-related services for its customers. Its parent company Sundaram Finance Limited is one of the largest non-banking financial service providers in India. The company is currently managing assets worth over Rs.28,000 crore in different parts of the country. Considering the size of the company, Sundaram Mutual Fund is one of the most stable firms for buying mutual funds in India. Most importantly, the company offers a diverse range of products to cater to the investment needs of its customers. The company has experienced fund managers running various schemes and focuses on providing value to its customers

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FAQs on Sundaram Mutual Fund

FII refers to a company that is registered outside India and makes investments in India’s markets. These companies have to register with SEBI before buying mutual funds and other securities in the Indian market.

NAV stands for net asset value. It represents the per unit market price of a mutual fund. It is calculated by adding all the present values of the fund’s equity stocks and other debt instruments and dividing it by the number of shares issued by the fund.