About Sundaram Mutual Funds
Sundaram Mutual Fund Asset Management Company is a part of one of the oldest and leading financial service provider in India i.e. Sundaram Finance limited Group. Incorporated in the year 1996, Sundaram Mutual Fund Asset Management Company is established as one of the most trustworthy financial service providers in the country. The company offers an array of investment options in order to cater the different financial requirement of the investors.
|Mutual Fund||Sundaram Mutual Fund|
|Date of Incorporation||Feb-26-1996|
|Sponsored by||Sundaram Finance Limited|
|Trustee||Sundaram Trustee Company Ltd|
|Chairman||Mr. Pratip Chaudhuri|
|CEO / MD||Mr. Sunil Subramaniam / Mr. Harsha Viji|
|Assets Value||Rs. 30800.31 crore (Dec-31-2018)|
|Address||Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai 600 014.|
With a customer-centric approach, the company offers one stop solution for all the investment needs to of the investors. As per the requirements of the investors they can choose to invest in a wide range of fund options ranging from equity, balanced, fixed income fund, etc. Here is the list of some of the top performing funds offered by Sundaram Mutual Fund
Top Performing Sundaram Mutual Fund Scheme
Sundaram Mutual Fund offers an inclusive range of defined mutual fund products. The funds offered by Sundaram Mutual Fund are specifically designed keeping in mind the risk appetite of the investors. Let’s take a look at the top performing funds offered by Sundaram Mutual Fund.
Best Sundaram Mutual Funds
|Best HDFC Mutual Fund Plans||Type||Return 1Y||Return 3Y||Return 5Y|
|Sundaram Short Term Debt Fund-Direct Plan||Dividend||7.3||8.13||8.69|
|Sundaram Short Term Debt Fund-Direct Plan||Growth||7.3||8.13||8.69|
|Sundaram Select Focus Fund Regular||Dividend||0.44||14.26||13.05|
|Sundaram Select Focus Fund Regular||Growth||0.44||14.26||13.05|
|Sundaram Low Duration Fund Direct||Dividend||7.84||7.91||8.39|
|Sundaram Low Duration Fund Direct||Growth||7.84||7.91||8.39|
|Sundaram Large and Mid- Cap Fund||Dividend||-2.08||15.63||18.03|
|Sundaram Large and Mid- Cap Fund||Growth||-2.08||15.63||18.03|
|Sundaram Money Regular||Dividend||7.44||7.2||7.78|
|Sundaram Money Regular||Growth||7.44||7.2||7.78|
|Sundaram Money Institutional Plan||Dividend||7.44||7.2||7.78|
|Sundaram Money Institutional Plan-||Growth||7.44||7.2||7.78|
|Sundaram Money Fund||Dividend||7.44||7.2||7.78|
|Sundaram Money Fund||Growth||7.44||7.2||7.78|
|Sundaram Money Direct-Growth||Dividend||7.53||7.29||7.87|
|Sundaram Money Direct-Growth||Growth||7.53||7.29||7.87|
|Sundaram Mid Cap Fund Regular||Dividend||-15.83||13.12||21.03|
|Sundaram Mid Cap Fund Regular||Growth||-15.83||13.12||21.03|
Sundaram Mutual Fund Types
Sundaram Equity Funds
Equity funds offered by Sundaram Mutual Fund aims to provide high returns on investment by investing majorly in equities and equity related securities of different companies. Even though equity funds have a high risk factor, it offers a higher return on investment over a long-term period. This fund option is beneficial for investors who have a high-risk taking ability and wants to accumulate corpus by gaining profitable returns on investment.
The level of risk differs from funds to funds offered by Sundaram Mutual Fund. The fund which includes high risk appetite offers higher returns to the investors.
Sundaram Fixed Income Funds
Debt fund/ fixed income fund offered by Sundaram Mutual Fund is specially designed to provide fixed returns to the investors. In fixed income fund option, the money is majorly invested in safe investment instruments and fixed investment securities like government securities and corporate bonds. As a moderate risk fund option, debt fund is best suitable for investors who want to have a steady flow of income and has a medium risk appetite.
Sundaram Theme based Funds
Theme based fund offered by Sundaram Mutual Fund is equity mutual fund in which the investment is made in stocks based on a fixed theme. As compared to sectoral fund, theme-based funds invest in multiple sectors. This fund option is beneficial for investors who have a high risk appetite and wants to invest in different sectors of funds in order to gain maximum return on investment.
Sundaram Tax-Saving Funds
Equity linked savings scheme (ELSS) or tax saving mutual fund scheme offered by Sundaram Mutual Fund comes with a lock-in period of 3 years. These funds are specifically designed to provide a tax benefit to the investors along with the benefit of investment returns. As an equity oriented scheme, the money is majorly invested in equities and equity related securities. The investments made towards the ELSS funds are tax exempted under section 80C of Income Tax Act 1961.
Sundaram Fund of Funds
In fund of funds offered by Sundaram Mutual Fund the investors can invest in various assets in order to diversify their mutual fund portfolio. In fund of funds the investment is majorly made in units of other primary mutual fund schemes from the similar or different mutual fund houses. This fund option is beneficial for investors who want to create wealth over a long-term period.
Documents Required While Investing in Sundaram Mutual Fund Scheme
The investors who want to invest in Sundaram Mutual Fund, are required to submit the KYC (Know Your Customer) form. Moreover, in addition to the KYC, the investors are also needed to submit the below mentioned documents as an identification proof.
- Voter ID
- Aadhar Card
- Driving License
- Aadhar card
- Driving License
- Voter ID
Benefits of Sundaram Mutual Fund
Apart from a wide range of fund options offered by Sundaram Mutual Fund there are many different benefits of investing in Sundaram Mutual Fund. Here are some of the benefits offered by SMF.
- Keeping the needs of the investors in mind and considering their risk-appetite, Sundaram Mutual fund specifically design the products. The company offers an array of fund options to cater to the financial requirements of the investors.
- The process of investment in Sundaram Mutual Fund is transparent and hassle-free. Through the online process of investment, the investors can also keep a track of the fund performance online.
- The equity tax saver scheme (ELSS) offered by Kotak Mahindra Mutual Fund provides the advantage to save on taxes to the investors under section 80C of Income Tax Act 1961. Thus, along with high investment returns the investors can also save on taxes.
- The various schemes offered by Sundaram Mutual Funds are managed by expert market managers who have vast experience in the fund’s
- As one of the leading mutual fund company in India, the Sundaram Mutual Fund offers an array of fund options to invest in.
- With a team of excellent customer support service, the investors can get the right guidance for investment and can help to create a strong portfolio.