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Sundaram Mutual Fund

A fully owned unit of Sundaram finance Ltd., the Sundaram Mutual Fund is backed by one of the most trusted non-banking financial bodiesin the country. Sundaram Asset Management manages the assets of the company and leads as pioneerof various mutual funds schemes. The diverse range of products offered by the company ensure that its customers have various choices according to their specific requirements.

On August 24, 1996,Sundaram Finance Ltd.found Sundaram Mutual Fundthrough a deed between theSundaram Finance Ltd.and the Trustees of Sundaram Mutual Fund. Sundaram Mutual Fund is authorisedby the independent regulatory body SEBI. A bodyfounded by law to monitor capital markets and protect investors, withtheregistration number assigned by SEBI isMF/034/97/2. The registration is dated January 3, 1997.

The Sponsor of Sundaram Mutual Fund is Sundaram Finance Limited. Sundaram Finance holdsthe entire share capital of Sundaram Asset Management CompanyLimited and Sundaram TrusteeCompany Limited. Also, the sponsor is the Settlor of the Trust and have irrevocably settled a sum of Rs 1 lakh as thecorpus of the Trust. This shall be held and managed by the Trust in accordance with the trustdeed dated August 24, 1996 as amended from time to time.

As of 31 March, 2016, SFL Group reported revenues of Rs.5035 crores and profits of Rs.583 crores. Total assets stood at Rs.28,027 crores and Net-worth at Rs.4195 crores at a consolidated level. The Company is headquartered in Chennai and has 93 customer care centres spread across the country, and also has an office in Dubai and owns a wholly owned subsidiary in Singapore, formed in 2012.

Types of Mutual Funds offered by Sundaram Mutual Fund

Equity Funds

Market Cap-Based Funds

  • Sundaram Select Focus Funds
  • Sundaram Select Mid Cap
  • Sundaram S.M.I.L.E Fund
  • Sundaram Growth Fund
  • Sundaram Equity Multiplier Fund
  • Sundaram Equity Plus
  • Sundaram Select Micro Cap Fund
  • Sundaram Select Small Cap Fund
  • Sundaram Value Fund
  • Sundaram World Brand Fund

Theme-Based Funds

  • Sundaram Rural India Fund
  • Sundaram Infrastructure Advantage Fund
  • Sundaram Financial Services Opportunities Fund

Tax-Saving Funds

  • Sundaram Tax Saver fund
  • Sundaram TOP 100 fund
  • Sundaram Long-term Tax Advantage Fund

Fund of Funds

  • Sundaram Global Advantage
  • Balanced Fund
  • Sundaram Balanced Fund

Fixed Income Funds

  • Sundaram Bond Saver fund
  • Sundaram Gilt Fund
  • Sundaram Income Plus fund
  • Sundaram Monthly Income Plan
  • Sundaram Flexible Fund
  • Sundaram Banking & PSU Debt Fund
  • Sundaram Select Debt Short-Term Asset Plan
  • Sundaram Flexible Fund Short-Term Plan
  • Sundaram Ultra Short-Term Fund
  • Sundaram Money Fund
  • Sundaram Monthly Income Plan
  • Sundaram Banking & PSU Debt Fund
  • Sundaram Select Debt Short-Term Asset Plan

Funds Offered by Sundaram Mutual 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

  • Application form: You may need to fill in more than 1 application form to get a mutual fund.

  • KYC Compliance: Your PAN has to be verified by under the Know Your Customer (KYC) norms of the Government of India to be able to invest in mutual funds.

  • If you are not KYC-compliant, keep the following documents handy:

    • KYC individual form
    • Passport-sized photograph
  • Proof of identity: Any of the following documents are acceptable as proof of identity –

    • PAN with photograph
    • Aadhaar
    • Passport
    • Voter’s ID card
    • Driving licence
  • Proof of address: Any of the following documents can be submitted as proof of identity –

    • Aadhaar
    • Driving licence
    • Passport
    • Voter’s ID card
    • Ration card
    • Registered lease/sale agreement of residence
    • Flat maintenance bill
    • Insurance copy
    • Bills such as landline telephone bill, gas bill etc.
    • Bank account statement/passbook, less than 3 months old
    • In case of judges of High Court & Supreme Court verification of a changed address for their own account.
  • Cheque for SIP or lump sum amount: As per your choice. If the cheque doesn’t have your name on it, then the bank statement for the ongoing month also has to be submitted.

  • Third party declaration for minors: If the investor is a minor, parents are allowed to invest on behalf of them.

  • For companies, trusts, partnership firms etc.:

    • Certificate of registration/incorporation
    • Memorandum and Article of Association
    • Address proofs
    • Resolution of the Board of Directors to open an account for investment in Mutual Funds Schemes
    • List and signature/s of authorised person/s
    • Deed of declaration of HUF
    • Bank Statement
    • Trust deeds (for Trusts)
    • Power of Attorney (for Trust)
    • Certificate of registration with SEBI (for FIIs)
    • Self-certification on letterhead (for banks, institutional investors, regulatory bodies, army organisations and government bodies

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:

  • Visit the homepage of ‘Sundaram Mutual’ through the website: www.sundarammutual.com
  • Here, you can choose between ‘existing investor’ or ‘first time investor’ to proceed with the appropriate investment choice.
  • If you are a first-time investor, you may have to generate an online folio by providing your details.
  • 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.
  • 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.
  • 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 Mutual Fund is the wing of the oldest NBFC's in the country. The Sundaram Finance Ltd. besides, Sundaram has on offer the right mixture of debt funds and equity funds in the portfolio for everyone and every financial scenario. Not to mention that the products are clearly defined so investors can choose from a wide basket of mutual funds. These include debt as well as equity.

The Team at Sundaram Mutual Fund

  1. S Krishna Kumar- (CIO-Equity) Experience- 16 years+
  2. Shiv Chanani, CFA- Fund Manager-Equity- Experience - 12 years+.
  3. Madanagopal Ramu Assistant Fund Manager-Equity- Experience - 9 years.
  4. Dwijendra Srivastava, CFA & CIO-Fixed Income – Experience - 12 years+.
  5. Siddharth Chaudhary Fund Manager-Fixed Income- Experience - 9 years+.
  6. Sandeep Agarwal Fund Manager-Fixed Income- Experience - 7 years+.

FAQs on Sundaram Mutual Funds

How much of my Return % will be given to my nominees?

While specifying multiple nominees, you may specify what percentage of the investment will go to which nominee. For instance, one could have three nominees—a spouse and two children, with the spouse getting 50% and the children getting 25% each.

Is it necessary for me to add nominees to my portfolio?

No. Yet it is recommended that you have a nominee. This helps avoid any future complications and legal litigations and law suits between your nominees.

How do I buy Sundaram Mutual Fund plan online?

Sundaram offer their products to investors at the click of a button. The Sundaram website has the facility for online mutual fund transactions. This is the simplest way for the investor since it is totally free of charges.

Yet, a first-time investor will have to:

  • Go to the fund house of the RTAs to submit the application form.
  • You first download the scheme form from the respective website, fill in your details and submit the same along with the initial cheque, photocopy of PAN card and KYC letter.
  • You also need to apply for a personal identification number (PIN) for online transactions

How do I contact Sundaram Mutual Fund Company?

Sundaram AMC Limited Sundaram Towers, I & II Floor, No.46, Whites Road, Chennai - 600 014. Phone - 044 2858 3362

How do I login Sundaram Mutual Fund Company website?

You can login to the company website by clicking here: www.sundarambnpparibasfs.in/loginpage/

What is Sundaram Mutual Fund Company's Contact Number?

1860 425 7237, 044 2858 3362 / 044 2858 3367 / 044 2856 9900

What type of investor should invest in a small-cap scheme?

  • The investor who has the capacity to stomach higher risks can consider investing in this category.
  • There should be a small composition allocated in his/her portfolio for small-capital funds.
  • For an investor creating a stock portfolio for himself, it is important to have a benchmark against which you can compare your Return %. Comparing against a benchmark allows an investor to accurately gauge the actual performance of his or her portfolio.

Which Sundaram mutual fund scheme should I invest in?

You should choose from the vast mutual fund options along the following criteria.

  • Age- There is a general saying that equity investments as a proportion of your total investible surplus should be 100 - your age.
  • Risk-If you are willing to take risks, then going for Equities may be the best option and they may give excellent Return % for your money.
  • Dependents - If you have a greater number of people dependent on you, avoid Funds involving very high-risks.
  • Salary- It is not advisable to invest all your money in one single fund. A diversified portfolio would help you in the long run.
  • Pay-outs frequency- Equities may pay once a year, or whenever profit booking is done.
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