• Sundaram Mutual Fund

    About Sundaram Group

    Sundaram Mutual Fund is part of the is part of the 60 year old Sundaram Finance Limited group, a unit of the diversified Sundaram group having interest in diversified areas like automobiles, investments and finance.

    Sundaram Mutual Fund

    Sundaram Mutual Fund is a 19-year old mutual fund and has Sundaram Asset Management Company as its investment manager.

    Sundaram Mutual Fund pools together investment from retail investors sharing a common investment objectives, invests on their behalf and then shares the proceeds mutually with investors. Depending on investment goals, Sundaram Mutual Fund invests in equities, fixed income instruments and other avenues.

    Types of funds from Sundaram Mutual Fund

    Sundaram Mutual Fund has funds in the following 5 broad categories--Equity,Balanced, Specialty , Tax Saver and Fixed Income Products. Here’s a brief glance at them.

    Equity funds: These funds focus allocate a large part of their holding in stocks and equities of companies of the stock market and provide long-term capital gains. While the returns are good, the risk in these type of funds is usually high.

    Balanced fund: A balanced fund is one that invests in both equity and fixed income securities. The risk is lower but so are the returns compared to equity.

    Tax Saver fund: Sundaram Mutual Fund also has an equity-linked savings scheme in which funds are locked in for three years and provide tax exemption under Sec 80.

    Specialty funds: Specialty funds are funds which may invest in equities or fixed income opportunities focussed on a specialty sector.

    Fixed Income Products: Sundaram Mutual Fund also has fixed income products which invest in debt or relatively safe investment instruments and provide fixed returns to investors. This is meant for customers who have low risk appetite.

    Why choose Sundaram MF?

    At Sundaram Mutual, identifying an early investment opportunity, and fully researching before investing is rigorously followed to make money for investors. These funds are ideal for both short-term and long-term capital growth. Customers can also track and trade their investment in Sundaram Mutual Fund online by logging into their accounts.

    Here are some of the advantages of investing with Sundaram MF

    • A basket of clearly defined products
    • A robust and transparent investment process
    • Emphasis on research,
    • Managing investors' money efficiently
    • Customer-centric processes

    Sundaram Mutual Fund also offers tax-saving schemes e.g. Sundaram Tax Saver, a long term capital growth fund with 3 year lock-in period that provides tax benefits.

    Other Products from Royal Sundaram

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    GST rate of 18% applicable for all financial services effective July 1, 2017.

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