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Sundaram Mutual Fund

Sundaram Mutual Fund is part of one of India's oldest NBFC's, Sundaram Finance Ltd . The fund like peers manages a whole lot of assets under management. It has an adequate mix of debt and equity in its portfolio for esteemed investors. The products are clearly defined so investors can choose from a wide basket of mutual funds. These include debt as well as equity.


Sundaram Mutual Fund NAV and Scheme Details

Scheme Name Current NAV Scheme Category
Sundaram Equity Hybrid Fund 11.25 Equity - Hybrid -19.47%
Sundaram Medium Term Bond Fund - Appreciation 55.40 Debt - Income 7.11%
Sundaram Medium Term Bond Fund - Dividend 12.12 Debt - Income 2%
Sundaram Medium Term Bond Fund - Dividend 12.48 Debt - Income 2.09%
Sundaram Medium Term Bond Fund - Dividend 12.38 Debt - Income 2.02%
Sundaram Money Fund - Retail Plan - Appreciation 39.18 Liquid Fund 5.88%
Sundaram Money Fund - Retail Plan 14.98 Liquid Fund 5.88%
Sundaram Money Fund - Retail Plan 10.10 Liquid Fund 0%
Sundaram Money Fund - Retail Plan 12.71 Liquid Fund 0.98%
Sundaram Money Fund - Retail Plan 10.29 Liquid Fund -3.22%
Sundaram Money Fund - Retail Plan 11.93 Liquid Fund 1.07%
Sundaram Money Fund - Retail Plan 11.12 Liquid Fund 0.56%
Sundaram Diversified Equity Fund 72.40 Equity - ELSS -27.15%
Sundaram Diversified Equity Fund 7.80 Equity - ELSS -31.23%
Sundaram Medium Term Bond Fund - Bonus 18.92 Debt - Income 7.11%
Sundaram Equity Hybrid Fund 78.91 Equity - Hybrid -11.20%
Sundaram Select Focus 148.95 Equity - Diversified -15.64%
Sundaram Select Focus 10.43 Equity - Diversified -18.50%
Sundaram Mid Cap Fund 332.35 Equity - Diversified -25.71%
Sundaram Mid Cap Fund 22.07 Equity - Diversified -30.47%

The funds also include open and close-ended funds. Sundaram Asset Management Company has over 20 years of experience in fund management. It is one of India's oldest and most respected Non-Banking Financial Company. The Company was jointly promoted by Sundaram Finance Ltd and Stewart Newton Holdings (Mauritius) Ltd in 1996.

Sundaram Financial Limited set up a mutual fund under the name of Sundaram Mutual Fund in compliance with a trust deed dated 24th August 19966 between Sundaram Finance Limited and the Sundaram Mutual Fund Board of trustees. Under the Indian Trust Acts, 1882 the fund wad formed as a trust. Sundaram Mutual Fund has been registered with the Securities and Exchange Board of India, an independent regulatory body, established by law, for oversight of capital markets and investor protection. The SEBI issued registration number is MF/034/97/2 and is registered on the date 3rd January 1997. The trust deed dated August 24 1996, and the deed of amendment dated March 22 2004, have been registered under the Indian Registration Act, 1908 with the Sub-Registrar, Chennai-India (Serial Number 356 of 1996 and Serial Number 108 of 2004, respectively).

Sponsor

Sundaram Finance Limited is the sponsor of the Sundaram Mutual Fund.

Sundaram Finance owns the fulls shareholding of Sundaram Asset Management Company Limited and Sundaram Trustee Company Limited. The sponsor is the Trustee and has irrevocably paid the amount of Rs 1 lakh as the fund of the trust. In compliance with the trust deed of 24 August 1996 as modified from time to time, it shall be held and controlled by the Trust. Sundaram Finance Limited is one of the largest non-banking finance firm in India with a track record of 65 years. Sundaram Finance Group has a presence in businesses such as automobile finance, home loans, mutual funds and insurance, to name a few. Sundaram Finance has a nation-wide network of more than 622 branches, employee strength (full-time employees including its subsidiaries - Sundaram Infotech Solutions & Sundaram Direct) of around 3,880 people and is considered as one of the most trusted and respected financial services company in India.

The Sundaram Finance Group is consistent with its core values of prudence, fairness, transparency and service excellence. The Company has a track record of continuous dividend payment every year since its inception in 1954. Sundaram Finance receives the highest investment grade rating for its fixed deposits programme. The short term borrowings (including commercial papers) of the company are rated “ A1+” (Very Strong Degree of Safety). The fixed deposits are rated “ AAA” (Highest Credit Quality) by ICRA and CRISIL. The long-term borrowings is graded as “ AAA” (Highest Degree of Safety), with a “Stable outlook” by ICRA and CRISIL and AA+ (High Degree of Safety), with a “Stable outlook” by India Ratings”

Subsidiaries of the Sponsor

  • Sundaram Trustee Company Limited: The Trustee for Sundaram Mutual Fund.
  • Sundaram Asset Management Company Limited: The Investment Manager for Sundaram Mutual Fund.
  • Sundaram Alternate Assets Limited: Portfolio Manager and Investment Manager for AIF.
  • Sundaram BNP Paribas Home Finance Limited: Housing Finance
  • LGF Services Limited: Distributor of financial and insurance products.
  • Sundaram BNP Paribas Fund Services Limited: Fund accounting and Registrar and Transfer Agents Services.
  • Royal Sundaram General Insurance Co. Ltd: General Insurance
  • Sundaram Asset Management Singapore Pte. Ltd: Fund Management Services (Subsidiary of Sundaram Asset Management Company Limited) (from 06th June 2012).

Types of schemes offered by Sundaram Mutual Fund

  • Open Ended Equity Funds
  • Close ended Equity Funds
  • Liquid & Fixed Income Funds

Open-Ended Equity Funds offered by Sundaram Mutual Fund

Below listed are the details for Open-Ended Equity Funds offered by Sundaram Mutual Fund

Sundaram Diversified Equity

Category: ELSS
Fund Type- Open ended Fund
Investment Objective- To achieve capital appreciation by investing predominantly in equities and equity-related instruments.

Fund Management

  • Date of Allocation- 02-May-2005
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- S&P BSE 200 TRI Index
  • Minimum Investment- Rs 100
  • Minimum Additional Investment- Rs 100
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately High
  • Fund Manager: S Krishnakumar

Sundaram Select Focus

Category- Focused Fund

Fund Type- Open ended Fund

Investment Objective- It is an open-ended fund that has a primary goal to achieve capital appreciation through concentrated investments in equity and equity-related instruments of large-cap companies.

Load Structure

  • Entry Load- N/A
  • Exit Load: 1% 

Fund Management

  • Category- Focused Fund
  • Fund Type- Open ended Fund
  • Benchmark TRI- Nifty 50 Index
  • Minimum Initial Investment- Rs 5000
  • Minimum Additional Purchase- Rs 500
  • Risk- Moderately High
  • Fund Manager- Rahul Baijal

Sundaram Mid Cap Fund

Category- Mid Cap Fund

Fund Type- Open ended Fund

Investment Objective- The primary goal of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as mid-cap stocks.

Fund Management

  • Fund Type- Open ended Fund
  • Category- Mid Cap Fund
  • Benchmark TRI- S&P BSE Midcap Index.
  • Subsequent Investment- Rs 1000
  • SIP Initial Investment- Rs 1000
  • Fund Manager- S Krishnakumar

Sundaram Small Cap Fund

Category- Small Cap Fund

Fund Type- Open ended Fund

Investment Objective- The primary goal of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks.

Fund Management

  • Category- Small Cap Fund
  • Fund Type- Open ended Fund
  • Benchmark TRI- S&P BSE Smallcap Index
  • Subsequent Investment- Rs 1000
  • SIP Initial Investment- Rs 1000
  • Fund Manager- S Krishnakumar

Sundaram Large and Mid Cap Fund

Scheme Objective- To generate capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks

Category- Large & Mid Cap Fund

Fund Type- Open ended Fund

Fund Management

  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Risk- Moderately High
  • Minimum Application Amount- Rs 5000
  • Minimum Additional Amount- Rs 5000
  • Minimum SWP- Rs 1000
  • Entry Load- NA
  • Exit Load- 1% if units are redeemed before the completion of 12 months from the date of allotment
  • SIP- Available
  • STP- Available
  • Benchmark TRI- Nifty Large Mid Cap 250 Index
  • Fund Manager- S Krishnakumar

Sundaram Equity Fund

Category- Multi Cap

Fund Type- Open ended Fund

Scheme Objective- To seek capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Fund Management

  • Benchmark TRI- S&P BSE 500 TRI Index
  • Date of Allocation- 6th September 2019
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Amount- Rs 100
  • Exit Load- 1% if redeemed before the date of allocation
  • Minimum SIP- Rs 100
  • Minimum STP- Rs 100
  • Minimum SWP- Rs 100
  • Fund Manager- S. Krishnakumar

Sundaram Rural and Consumption Fund

Type of Scheme- An open-ended equity scheme investing in rural and/or consumption sector

Suitable Investors- Who are seeking consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural and/or Consumption sectors

Scheme Objective- To provide returns by investing predominantly in equity / equity-related instruments of companies engaged in rural and/or consumption business.

Fund Management

  • Date of Allocation- May 2006
  • Category- Sectoral/Thematic
  • Benchmark TRI- Nifty 500 Index
  • Fund Type- Open ended Fund
  • Minimum Investment- Rs 500
  • Monthly STP/SIP- Rs 100
  • Minimum Additional Amount- Rs 100
  • Entry Load: NA
  • Exit Load: 1% if redeemed within 12 months from the date of allotment
  • Risk- Moderately High
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Fund Manager- S Krishnakumar and S. Bharath

Sundaram Services Fund

Category- Sectoral/Thematic

Fund Type- Open ended Fund

Scheme Objective- To generate capital appreciation by investing in equity/equity-related instruments of companies who drive a majority of their income from business predominantly in the services sector of the economy.

Fund Management

  • Date of Allocation- September 2018
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Monthly STP/SIP- Rs 100
  • Benchmark- S&P BSE 200 TRI
  • Entry Load- Nil
  • Exit Load- 1% if redeemed within 12 months from the date of allotment
  • Risk- Moderately High
  • Fund Manager- S. Krishnakumar, Rahul Baijal, Rohit Seksaria

Sundaram Infrastructure Advantage Fund

Type of Scheme- An open-ended equity scheme investing in the infrastructure theme

Scheme Objective- To seek long-term returns by investing predominantly in equity / equity-related instruments of companies engaged either directly or indirectly in infrastructure – and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Category- Sectoral/Thematic

Fund Management

  • Date of Allocation- September 2005
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE 100 Index
  • Entry Load- NA
  • Exit Load- 1% if redeemed within 12 months from the date of allotment
  • Fund Manager- S Krishnakumar and S Bharath

Sundaram Financial Services Opportunities

Type of Scheme- Open ended Fund

Category- Sectoral/Thematic

Scheme Objective- To generate long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Fund Management

  • Date of Allocation- June 2008
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- Nifty Financial Services TRI
  • Entry Load- NA
  • Exit Load- 1% if redeemed within 12 months from the date of allotment
  • Risk- High
  • Fund Manager- S Krishnakumar and Rahul Baijal

Sundaram Global Advantage Fund

Type of Scheme- Open ended fund

Category- FoFs Overseas

Investment Objective- To acquire capital appreciation by investing in units of Sundaram Global Brand Fund, Singapore as a leader fund.

Fund Management

  • Date of Allocation- September 2007
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- Dow Jones Industrial Average
  • Entry Load- NA
  • Exit Load- 1% if redeemed within 12 months from the date of allotment
  • Risk- High
  • Fund Manager- S. Krishnakumar, Rohit Seksaria

Sundaram Smart NIFTY 100 Equal Weight Fund

Type of Scheme- Open ended Fund

Category- Index Funds/ETFs

Investment Objective- To invest in companies which are constituents of NIFTY 100 Equal Weighted Index (underlying index) in the same proportion as in the index and endeavour to generate returns that commensurate before fees and expenses) with the performance of the underlying index. As an index linked scheme, the policy is passive management with rebalancing done on a quarterly basis.

Fund Management

  • Date of Allocation- 12th January 2017
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Minimum SIP- Rs 100
  • Minimum Redemption- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- NIFTY 100 Equal Weighted TRI
  • Entry Load- NA
  • Exit Load- NIL
  • Risk- Moderately High
  • Fund Manager- S. Bharath

Sundaram Equity Hybrid Fund

Type of Scheme- Open ended Fund

Category- Aggressive Hybrid

Investment Objective- To provide capital appreciation and current income, through a mix of investments in equities and fixed income securities.

Fund Management

  • Date of Allocation- 23/Jun/2000
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Minimum SIP- Rs 100
  • Minimum Redemption- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- CRISIL Hybrid 35+65 Aggressive Index
  • Entry Load- NA
  • Exit Load- 1% less than one year
  • Risk- Moderately High
  • Fund Manager- Rahul Baijal (Equity Portion), Sandeep Agarwal (Fixed Income Portion)

Sundaram Equity Savings Fund

Type of Scheme- An open-ended scheme investing in equity, arbitrage and debt

Investment Objective- To provide income by investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and capital appreciation through a moderate exposure in equity.

Category- Equity Savings

Fund Management

  • Date of Allocation- 07-Dec-2018
  • Minimum Investment Amount- Rs 100
  • Minimum Additional Purchase- Rs 100
  • Minimum SIP- Rs 100
  • Minimum Redemption- Rs 100
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- Nifty Equity Savings Index
  • Entry Load- NA
  • Exit Load- 1% less than one year
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar (Equity Portion), S. Bharath (Equity Portion), Dwijendra Srivastava (Fixed Income Portion)

Sundaram Select Micro Cap Series VIII-X

Type of Scheme- Close ended fund

Investment Objective- To generate capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of the investment will be considered to be in micro-cap category.

Category- Pure Micro Cap Fund

Fund Management

  • Date of Allocation- 21/Oct/2015
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE Smallcap Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar and Rohit Seksaria

Sundaram Select Micro Cap Series XI,XII & XIV

Type of Scheme- Micro Cap

Category- Pure Micro Cap Fund

Investment Objective- To generate capital appreciation by investing predominantly in equity/equity- related instruments of companies that can be termed as micro-caps.

Fund Management

  • Date of Allocation- 8 February 2017
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE Smallcap Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar and Rohit Seksaria

Sundaram Select Micro Cap Series XV – XVII

Type of Scheme- Micro Cap

Category- Pure Micro Cap Fund

Investment Objective- To generate capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in microcap category.

Fund Management

  • Date of Allocation- 13 Oct 2017
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE Smallcap Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar and Rohit Seksaria

Sundaram Multi Cap Series I – II

Category- Multi Cap

Investment Objective- To provide capital appreciation from a diversified portfolio of equity & equity related instruments.

Fund Management

  • Date of Allocation- 25 July 2018
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE 500 TRI
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar

Sundaram Top 100 Series VI & VII

Category- Large Cap

Investment Objective- To provide capital appreciation from a portfolio that is substantially constituted of equity securities specified as eligible securities for Rajiv Gandhi Equity Savings Scheme, 2012. The Scheme may also invest a certain portion of its corpus in cash & cash equivalent and money market instruments from time to time.

Fund Management

  • Date of Allocation- 29 March 2017
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- Nifty 100 Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- Rahul Baijal

Sundaram Select Small Cap

Type of Scheme- A close ended equity scheme

Category- Small Cap

Investment Objective- To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as small-caps.

Fund Management

  • Date of Allocation- 17-Apr-2015
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE Smallcap Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar

Sundaram Value Fund Series VII – X

Type of Scheme- Equity Small Cap

Category- Value Fund (Multi Cap)

Investment Objective- To generate capital appreciation by investing in a well diversified portfolio of stocks through fundamental analysis.

Fund Management

  • Date of Allocation- 07 March 2017
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE 500 Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S. Bharath

Sundaram Long Term Tax Advantage Fund

Type of Scheme- Long Term Tax Advantage Fund

Category- ELSS

Investment Objective- To provide capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

Fund Management

  • Date of Allocation- 26 March 2015
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- S&P BSE 500 Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S. Bharath (Series I-II), S. Krishnakumar (Series III-IV), Rohit Seksaria (Series III-IV)

Sundaram Long Term Micro Cap Tax Advantage Fund

Type of Fund- Closed end Fund

Category- ELSS

Investment Objective- To provide capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies

Fund Management

  • Date of Allocation- 18 Nov 2016
  • Plans- Regular and Direct
  • Options- Growth and Dividend
  • Benchmark- Nifty Small Cap 100 Index
  • Entry Load- NA
  • Exit Load- Nil
  • Risk- Moderately High
  • Fund Manager- S Krishnakumar and Rohit Seksaria

Sundaram Money Fund

Type of Fund- Open ended Fund

Category- Liquid Fund

Investment Objective- To generate income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Fund Management

  • Date of Allocation- 12 Dec 2005
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Liquid Fund Index
  • Minimum Investment- Rs 1000
  • Minimum Additional Investment- Rs 500
  • Risk- Low
  • Fund Manager: Dwijendra Srivastava and Siddharth Chaudhary

Sundaram Overnight Fund

Type of Fund- Open ended fund
Fund Category- Overnight Fund
Investment Objective- To provide income by investing debt, money market instruments, cash, and cash equivalents with overnight maturity / maturing in one business day.

Fund Management

  • Date of Allocation- 20 March 2019
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- NIFTY 1D Rate TRI
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP Investment- Rs 250
  • Risk- Low
  • Fund Manager: Siddharth Chaudhary, Sandeep Agarwal

Sundaram Ultra Short Term Fund

Type of Fund- Open ended Fund

Category: Ultra Short Term

Investment Objective- To provide regular income by investing predominantly in debt and money market instruments. 

Fund Management 

  • Date of Allocation- 20 June 2019 
  • Options- Growth and Dividend 
  • Plans- Regular and Direct 
  • Benchmark- CRISIL Ultra Short Term Debt Index  
  • Minimum Investment- Rs 1000 
  • Minimum Additional Investment- Rs 1000 
  • Minimum SIP Investment- Rs 250 
  • Risk- Low 
  • Fund Manager: Siddharth Chaudhary, Sandeep Agarwal

Sundaram Money Market Fund

Type of Fund- Open ended Fund
Fund Category- Money Market Fund
Investment Objective- To provide income by investing in a portfolio comprising of Money Market instruments having maturity up to one year

Fund Management

  • Date of Allocation- 26 September 2018
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Money Market Index
  • Minimum Investment- Rs 1000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately Low
  • Fund Manager: Siddharth Chaudhary Sandeep Agarwal

Sundaram Low Duration Fund

Fund Type- Open ended Fund
Category- Low Duration Fund
Investment Objective- To generate income by investing in money market and debt securities.

Fund Management

  • Date of Allocation- 23-Apr-2007
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Low Duration Debt Index
  • Minimum Investment- Rs 1000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately Low
  • Fund Manager: Dwijendra Srivastava and Siddharth Chaudhary

Sundaram Short Term Credit Risk Fund

Type of Fund- Open ended Fund

Category- Credit Risk Fund

Investment Objective- To provide income and capital appreciation by predominantly investing in AA and below rated corporate bonds.

  • Fund Management
  • Date of Allocation- 31-Jul-2002
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL A Short Term Bond Index (15%) + CRISIL Composite AA Short Term Bond Index (35%) and CRISIL Ultra Short Term Debt index (50%)
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 500
  • Minimum SIP Investment- Rs 250
  • Risk-Moderate
  • Fund Manager: Sandeep Agarwal

Sundaram Banking & PSU Debt Fund

Type of Fund- Open ended Fund
Category- Banking & PSU Debt Fund
Investment Objective- To provide income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds

Fund Management

  • Date of Allocation- 30-Dec-2004
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Banking & PSU Debt Index
  • Minimum Investment- Rs 1000
  • Minimum Additional Investment- Rs 1000
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately Low
  • Fund Manager: Dwijendra Srivastava and Siddharth Chaudhary

Sundaram Short Term Debt Fund

Category: Short Duration Fund

Fund Type: Open ended Fund

Investment Objective- To provide income and capital appreciation by investing primarily in fixed income securities & money market instruments

Fund Management

  • Date of Allocation- 05-Sep-2002
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Short-Term Bond
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 500
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately Low
  • Fund Manager: Dwijendra Srivastava and Sandeep Agarwal 

Sundaram Medium Term Bond Fund

Category: Medium Duration Fund

Fund Type: Open ended Fund

Investment Objective- To provide income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments

Fund Management

  • Date of Allocation- 18-Dec-1997
  • Options- Growth and Dividend
  • Plans- Regular and Direct
  • Benchmark- CRISIL Medium Term Debt
  • Minimum Investment- Rs 5000
  • Minimum Additional Investment- Rs 500
  • Minimum SIP Investment- Rs 250
  • Risk-Moderately 
  • Fund Manager: Dwijendra Srivastava and Sandeep Agarwal 

Sundaram Mutual Fund Login, Customer Care Number & Other Details

You can online Login through the Sundaram Mutual Fund Website. One can also call the Sundaram Mutual Fund toll free number 1800 103 7237 for any issues pertaining to the scheme. An investor can contact Sundaram mutual fund toll-free number at 1860 425 7237, and they can send email to customerservices@sundarammutual.com and Sundaram Mutual fund also provide services for distributors. They also contact them at 1800 103 2440, and they can mail to distributorservices@sundarammutual.com and for NRI's they provide mail at nriservices@sundarammutual.com and they can call +91 44 4083 1500. Online through Sundaram Mutual fund website anyone can get account statement, transaction slip, redemption form, common application form & fact sheets etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer : The details given in the mutual fund section is for informational purposes only. Greynium Information Technologies Pvt Ltd, its subsidiaries and associates do not guarantee the authenticity. The service provider has made every effort to ensure accuracy of information provided; however, neither Greynium Information Technologies Pvt Ltd, its subsidiaries and associates, nor the provider can guarantee such accuracy. This information is strictly for informational purposes only. It is not a solicitation to buy, sell in mutual funds or other financial instruments. Greynium Information Technologies Pvt Ltd, its subsidiaries, associates and the service provider do not accept culpability for losses and/or damages arising based on information.
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