MySIPonline's Research Report on Sundaram Mutual Fund

Mutual funds have a long history in India, which has started in the 1960s with just one government-owned mutual fund. In this league, one comes is Sundaram Mutual Fund, which came into existence in the year 1996. The success story of fund house has been researched by the financial analyst of MySIPonline, which has been discussed below:

Sundaram Mutual Fund:

The fund house is a wholly-owned subsidiary of India’s one of the oldest Non-Banking Financial Institutions, i.e., Sundaram Finance Limited. Earlier, at the time of incorporation, it was a joint venture between Sundaram Finance Ltd and Stewart Newton Holdings (Mauritius) Ltd in 1996. 

The company has completed 20 years in the mutual fund industry, and has been headquartered in Chennai with 93 customer care centres across the country. It also has offices in Singapore as well as in Dubai, formed in the year 2012. The AUM of the AMC is Rs. 32788.80 Cr, as on June 30, 2018. 

Promoters of Sundaram MF:

Sundaram was jointly promoted by SFL and Stewart Newton Holdings. Sundaram Finance provides various financial services such as providing finances for vehicle, home, mutual funds, general insurance, and Financial Services Distribution. The company has grown at a fast pace in the past decade providing excellent customer satisfaction. 

Newton Holdings was an independent UK-based investment manager, whose holdings have been owned by the Sundaram Finance Limited in the year 2002. After this, BNP Paribas Asset Management, (BNP PAM) France entered into a joint venture with SFL in the year 2006.

BNP Paribas Asset Management was a France-based asset management company, which was also existed from the partnership in the year 2010, after which Sundaram Finance Ltd wholly and solely owns Sundaram AMC.

Trustee of Sundaram Mutual Fund:

Sundaram Finance Mutual Fund is running under the trusteeship of Sundaram Trustee Company Limited which is engaged in the provision of trusteeship services to Sundaram Mutual Fund in India. It was incorporated in the year 2003 and is a subsidiary of SFL.

Key Management:

Sunil Subramaniam-CEO

Mr Sunil joined the fund house in the year 2005, and in the short tenure, he has been elevated to different roles of Vice President, Executive Director, Director and now CEO. He has an experience of three decades, where he has worked with various MNCs of the finance sector. 

S Krishnakumar- CIO-Equity

Joined the company in the year 2003 as Head of Research, Mr Krishnakumar is now working as the Chief Investment Officer at the fund house. He has over 20 years of experience in financial space, looking after the equity research, fund management and portfolio designing. He was also voted amongst the Top 10 Best Fund Managers by ET Wealth in 2016.

Dwijendra Srivastava- CIO-Debt

Joined the AMC in the year 2010, he was awarded the Best Fund Manager – Debt by Outlook Money in the year 2015. He is a Chartered Financial Analyst and also holds a PGDM (Finance). 

There are many funds offered by Sundaram Mutual Fund Online under equity, fixed income, and liquid funds category. These funds are delivering long-term returns to the investors, which build the trust of investors in the company and its fund managers. All this have helped in the success of the fund house. You may invest in the funds via SIP and lumpsum mode, select them with the help of financial analysts of MySIPonline. For more information, you can connect with us via call or email.


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