How Is Investing in Sundaram Mutual Fund Unique?

In the list of asset management companies that are spread across the investment market, Sundaram Mutual Fund has it own space. It has managed to gain trust of numerous investors through its various productive schemes under different categories. In this article, let’s read about this fund house and how it is unique. 

All About Sundaram AMC

Sundaram Asset Management Company has experience of about 20 years in fund management. It is a fully owned subsidiary of Sundaram Finance Limited which is one of the oldest NBFCs in India. This NBFC and Stewart Newton Holdings Ltd. are jointly managing this company. This AMC offers various products under different categories such as Equity, liquid, and fixed-income funds to fulfill different needs of the investors. 

   1. It has a team of highly educated and experienced people who are managing it all very well. 

   2. This team conducts research to provide best services to people and emerge as the “tomorrow’s winners”. 

   3. It always focuses on doing the work ethically no matter what the situation is and puts efforts to provide the best results to its investors. 

Sundaram MF has launched schemes under different heads to fulfill the needs of various investors such as:

Equity Funds:

  1. Open-Ended Funds such as Sundaram Select Focus Fund, Sundaram Large Mid Cap Funds, Sundaram Mid Cap Fund, etc. These funds are basically those which an investor may buy or sell directly to the fund house itself.

  2. Tax Saving Fund in the form of Sundaram Diversified Equity Fund. This fund comes under ELSS category which means it will provide a tax benefit in the form of deduction up to Rs. 1,50,000 from the taxable income under Section 80C of the Income Tax Act, 1961.

  3. Theme-Based Funds such as Sundaram Rural and Consumption Fund, Sundaram Financial Services Opportunities Fund, etc. These funds are for investors who wish to invest in the companies belonging to a particular sector.

  4. Balanced Fund like Sundaram Equity Hybrid Fund which invests in a mixture of stocks such as equity, debt, and money market instruments leading to capital appreciation along with providing a consistent income.

  5. Fund of Funds like Sundaram Global Advantage Fund.

  6. Index Fund like Sundaram Smart Nifty 100 Equal Weight Fund.

  7. Close Ended Funds such as Sundaram Top 100 Fund, Sundaram Value Fund, Sundaram World Brand Fund, etc.

Fixed-Income Funds:

  1. Open-Ended Funds - There are a number of schemes that it has launched as open-ended such as Sundaram Money Fund, Sundaram Low Duration Fund, Sundaram Short Term Credit Risk Fund, Sundaram Short Term Debt Fund, etc. 

  2. Close-Ended Funds - Some of the schemes under this category are Sundaram Fixed Term Plans, Sundaram Hybrid Fund Plans, etc.

You may invest in Sundaram Mutual Funds online as well as through offline mode. Investing online will help you save time; you may do so via MySIPonline. There are a number of tools that this platform presents to you in the form of different calculators such as SIP, Retirement Planning, Child Future, etc., that will simplify your investment procedure. You may even compare these schemes with those by other AMCs with the help of Compare and Invest tool. In case of any issue related to investment, don’t hesitate to contact the experts on the same platform.


0 Comments

Curated for You

Popular

Top Contributors more

Latest blog