Sundaram Mutual Fund – Review, Fund Managers, KYC Process, Benefits, Fees & more

Sundaram Mutual Fund AMC is on a mission to provide the best experience to the people in accessing the financial markets.

The AMC also follows a foolproof philosophy in designing the most investor-driven and sophisticated investment solutions, keeping in mind the market trends and investment demands across the country. 

They aim to be one of the top AMCs in India by making investments simplified and building the best way of investing in mutual funds.

About Sundaram Mutual Fund

Sundaram Mutual Fund was established in 1996 with a commitment to make mutual funds accessible to every retail investor. 

The fund house also offers a wide range of mutual fund schemes across fixed income, equity, and hybrid categories along with Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) for high-net-worth individuals.

With a strong and effective research team backed by robust processes and innovative products, the AMC has grown as one of the leading AMCs in India, contributing towards its pursuit of enhancing value for its stakeholders.

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Why Invest in Sundaram AMC?

Before trying to figure out how to invest in mutual funds, let’s see the reasons to invest in Sundaram AMC.

Offers Variety of Schemes

Sundaram AMC offers a wide range of schemes in the debt, equity, and Liquid Funds category. 

Through this, investors can also choose the best schemes after assessing the risk-return relationship of every scheme and as per their convenience.

Provides Complete Transparency

In Sundaram AMC, the experts provide full disclosure to every investor when they begin on a new investment relationship. 

Besides, this in turn, helps the investors to get comprehensive insights for the process of decision making.

Online Transaction

With Sundaram AMC’s online interface, customers are guided at every step of the investment process without having any troubles. 

This also makes the AMC a preferred MF house for many investors as they don’t need to step out of their house or office for transacting on Sundaram mutual funds.

Extensive Portfolio Management Services

The AMC has a division specializing in Portfolio Management Services (PMS) in order to cater high net worth individuals.

How to Invest with Sundaram Mutual Funds?

The procedure in order to invest in Sundaram Mutual Funds is entirely online, making it a quick and hassle-free process. 

The step-by-step process of how to invest in Sundaram Mutual Fund is as follows:

1. If you are a first-time investor, then you have to first generate an online folio by providing your details.
2. As you click on ‘Open an Account’ button in this website, you will have to go through the account creation stage. Fill in the pop up form, and then you’ll be taken to a declaration page wherein you also need to give authorization to the company to use your documents and signature for validation purposes.
3. After that, you need to fill in your basic details such as email id, Aadhaar number, date of birth, mobile number, and PAN number. On the same page, the names of additional applicants to the fund can be added.
4. Go to the official website of Sundaram Mutual if you are already their customer.
5. On the homepage, you can see ‘existing investor’ option. Choose the one in order to proceed with the appropriate investment choice.
6. Once you have logged into your account, choose the funds in which you are interested to invest. In case of doubts in the investment process, you can contact the company’s customer service or fund management office for further guidance.

Sundaram AMC – Fund Managers

Some of the key people who are involved in monitoring and assessing different Sundaram Mutual Fund schemes are:

Mr. Rahul Baijal

Mr. Rahul is a Senior Fund Manager – Equity at Sundaram Mutual and possesses a rich experience of 19 years in Equity Research and then Fund Management. 

Also, he is an engineering graduate and holds a PGDM (MBA) degree from IIM Calcutta. He has been associated with Sundaram Mutual since July 2016.

Mr. Bharath S.

Mr. Bharath is Fund Manager – Equity and Head of Research at Sundaram Mutual. Besides, he has over 17 years of experience in his domain. 

Also, he holds an MBA degree and is a certified FRM and a Cost Accountant. Besides, he joined the AMC in August 2004.

Mr. Ratish B. Varier

Mr. Ratish is Fund Manager – Equity at Sundaram Mutual. Besides, he has over 15 years of experience in the financial services domain.

Also, he holds a B.Com degree with MBA in Finance and joined the AMC in November 2018. 

Mr. Rohit Seksaria

Mr. Rohit is an Assistant Fund Manager – Equity at Sundaram Mutual, having over 15 years of rich experience in his domain.

He also holds an MBA degree from IIM Ahmedabad and joined the AMC in January 2017.

Mr. Siddharth Chaudhary

Mr. Siddharth is Head – Fixed Income – Institutional Business at Sundaram Mutual, having over 13 years of experience in Fixed Income. 

Besides, he is a B.Com graduate and holds a PG Diploma in Securities Markets. He also joined AMC in August 2010.

Mr. Sandeep Agarwal

Mr. Sandeep is Senior Fund Manager – Debt at Sundaram Mutual, having over 12 years of experience in the Fixed Income space.

He also joined the AMC in October 2010 and holds a B.Com degree.

Sundaram Mutual Fund – Key Personnel’s

The whole team of Sundaram Mutual Fund is highly skilled and qualified, deriving their investment strategy based on extensive market research. 

Besides, everyone is dedicated to providing the best investment solutions to the investors in each category.

Here are the key personnel’s involved in managing different Sundaram Mutual Fund schemes:

• Mr. Sunil Subramaniam – Chief Executive Officer
• Mr. T.S. Sritharan – Chief Operating Officer
• S. Krishnakumar – Chief Investment Officer (Equity)
• Mr. Dwijendra Srivastava – Chief Investment Officer (Debt)
• Ms. H. Lakshmi – Chief Financial Officer
• Mr. Ajit Narasimhan – Chief Marketing Officer
• Mr. Dhiren H. Thakker – Head (Customer Services)
• Mr. C.M. Loganathan – Head (Products & Risk Management)
• Mr. Raju Sharma – Head (Fixed Income, Products & Strategy)
• Mr. R. Vijayendiran – Head (International Business)

How To Do KYC Check For Sundaram Mutual Fund?

Know Your Customer (KYC) is a mandatory one-time customer identification process required for investors who are wishing to invest in mutual funds. 

KYC has been made compulsory by the capital markets regulator SEBI that is Securities and Exchange Board of India for mutual fund investments so that fraudulent activities should not happen.

For a first-time customer, you have to get your KYC Check before investing in Mutual Funds.

The KYC check for Sundaram Mutual Fund can be done in any of the following SEBI-registered intermediaries:

• The Fund House (Asset Management Companies)
• KYC Registration Agency (KRA)

The KYC check for Sundaram Mutual Fund can be done online by:

Step 1: Go to the official website of Sundaram Mutual Fund or you can even visit any of the KRA’s websites.

Create an investor account and fill up all your personal details and Aadhaar-linked mobile number in order to verify the account using an OTP.

Step 2: Then, you have to upload self-attested copies of your Address Proof and Identity Proof

That’s it. Then, your Mutual Fund e-KYC Check is done. 

Documents Required to Invest in HDFC AMC

The list of the documents that should be kept ready before investing are:

• Completed KYC form
• Then, Passport size photograph
• Then, Proof of residence
• Next, Proof of identity
• Then, if you are an NRI, a copy of the passport should be provided along with the overseas address proof
• Also, if you are a new investor, In Person Verification (IPV) is mandatorily required at the time of submission of the KYC request

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Sundaram Mutual Fund Fees Or Charges

Details on Sundaram Mutual Fund Fees

These top funds are managed by S. Bharath, Dwijendra Srivastava, Rahul Baijal and S. Krishnakumar collectively.

Their expertise has led to the success of each and every fund Sundaram AMC provides. 

As per the information from the table, we have no insights regarding the Entry load charges for any of the provided plan. 

On the contrary end, we have the information regarding the exit load and the common charge for most of the Plans is 1%.

The lowest of charge, of 0.25% is designated to Sundaram Arbitrage Fund – Growth – Direct Plan.

The highest exit load is taken on the fund – Sundaram Debt Oriented Hybrid Fund – Growth – Direct Plan of 2%. 

Exit load charge information on Sundaram Corporate Bond Fund – Growth – Direct Plan and Sundaram Diversified Equity – Growth – Direct Plan is not yet provided. 

The table has also briefed about the minimum investment you would need to make, which ranges in the denominations of 100, 500 and 5000.

Best Performing Sundaram Mutual Fund

Sundaram Mutual Fund AMC provides some of the best mutual fund schemes in India. Besides, some of the best performing Sundaram Mutual Fund are given below:

• Sundaram Overnight Fund
• Then, Sundaram Select Focus
• Next, Sundaram Equity Hybrid Fund
• Then, Sundaram Large and Mid Cap Fund
• Next, Sundaram Rural and Consumption Fund
• Then, Sundaram Services Fund
• Then, Sundaram Balanced Advantage Fund
• Next, Sundaram Corporate Bond Fund
• Then, Sundaram Banking & PSU Debt Fund
• Finally, Sundaram Financial Services Opportunities Fund

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Top 10 Sundaram AMC Fund

Know about these Top 10 Sundaram Mutual Funds

Sundaram Arbitrage Fund- Growth- Direct Plan also allows you to invest in equity share and the price differences between the stock and the future will be the return.

It also allows you to keep your money for the time period between 3 months to 1 year. The risk involved is also low. 

Sundaram Balanced Advantage Fund- Growth- Direct Plan enables you to invest in equity shares.

But, the allocation shares might boost or reduce based on the market outlook of the fund management team. 

Also, Sundaram Banking & PSU Debt Fund- Growth- Direct plan is eligible for short duration investment of two to three years. It is probably safe but it doesn’t assure a return of equity-like a bank deposit. 

Sundaram Blue Chip Fund- Growth- Direct Plan is also desirable for you if you are looking for an investment of 3 to 4 years and want high returns. 

But then, you also have to be prepared for the moderate losses. Also, Sundaram Corporate Bond Fund- Growth- Direct Plan largely invests in high-grade corporate unions. 

They are favorable for short term investment that is two to three years and also involves less risk. Their return is less than the inflation, and the return is moderate.

More Details related to Top 10 Sundaram AMC Funds

Sundaram Capital Protection Oriented fund- 5 Years – series 7 – Growth- Direct Plan is suitable for those investors who also can’t resist volatility in their investment and are satisfied with the moderate return. 

Sundaram Capital Protection Oriented fund- 5 Years – series 8- Growth- Direct Plan also invest a quarter of share in equity share and the remaining in bonds. 

Besides, Sundaram Debt Oriented Hybrid Fund- Growth- Direct plan ensures higher return than the fixed deposit and is suitable for someone who doesn’t want volatility. 

Sundaram Diversified Equity- Growth- Direct Plan ensures gain higher than the inflation rate and also Gives tax benefit. 

Sundaram Emerging Small Cap- Growth- Direct Plan also allows you to invest for seven years or more.

It also ensures a higher return than the inflation rate. It invests in small companies rather than large.

Best Sundaram Mutual Fund- Portfolio 

Details of Best Sundaram Mutual Fund Portfolio

In Sundaram Banking & PSU Debt Fund, the major portion of assets belongs to SIDBI which is 9.37 percent. 

Also, in Sundaram Corporate Bond Fund, the major debenture holding company is HDFC. Besides, it has 9.05 percent of Sundaram Corporate Bond Funds. 

In Sundaram Debt Oriented Hybrid Fund, REC holds 8.45 percent of assets, which is also the major fraction of the whole.

Also, In Sundaram Equity Hybrid Funds, the primary portion belongs to Yes bank with 9.90 percent of bonds. 

Besides, in Sundaram Low Duration Fund, 11.46 percent of the assets belong to the Reserve Bank of India.

The majority of the assets in Sundaram Medium Term Bond Funds are owned by GOI i.e. 11.54 percent. 

Sundaram Money Fund also includes a certificate of deposit, net CA and others, commercial papers, Repo instruments, and T-bills. The major portion that is, 27.83 percent is held by TREPS. 

In Sundaram Short Term Credit Risk Fund, the major portion also belongs to GOI.

In Sundaram Short Term Debt Fund, the majority of assets, that is 17.63 percent is owned by the Reserve Bank of India.

It also includes equity, cash, Reserve Repo, Commercial paper, certificate of deposit, and Debt.

Sundaram Mutual Fund Schemes NAV

NAV of Sundaram AMC Funds

The annual return of Sundaram Arbitrage Fund- Growth- Direct Plan is 2.93 percent, and then its benchmark return is 1.19.percent. 

Sundaram Balanced Advantage fund-growth- direct plan is 22.56 percent, and then the benchmark is 15.16 percent. 

The annual return of Sundaram banking and PSU debt fund- growth- direct plan is 8.07 percent, and then the benchmark is 8.8 percent. 

Besides, the annual return of Sundaram blue-chip fund- growth- direct plan is 8.54 and the benchmark return is 9.92 percent.  

The annual return of Sundaram overnight fund- growth- direct plan is 4.72 percent, and then the benchmark return is 4.4 percent. 

Also, the annual return of Sundaram money market fund -growth- direct plan is 6.87 percent, and the benchmark return of 6.98 percent. 

The annual return of Sundaram corporate bond fund- growth- direct plan is 7.71, and then the benchmark return is 9.23 percent. 

The annual return of Sundaram’s debt-oriented hybrid fund-growth-direct plan is 6.86 percent, and then the benchmark return is 9.18 percent. 

Sundaram diversified equity fund-growth- direct plan has an annual return of 15.58 percent, then the benchmark return is 12.98. 

Sundaram AMC Customer Care Details

To know more about Sundaram AMC and Mutual Fund schemes, an investor can contact at:

Address: Sundaram Towers, Second Floor, 46 Whites Road, Royapettah, Chennai – 600 014

Customer Care Number: 1800 103 2440

Telephone Number: 044 – 28569900

Fax: 044 – 28583156

Email: customerservices@sundarammutual.com

Sundaram AMC – Important Links

Sundaram Mutual Fund AMC – Conclusion

Sundaram Mutual provides a wide range of mutual fund schemes that is according to your investment horizon and risk appetite. 

Consisting of professionals who also have extensive investment capabilities, you can choose the right mutual fund scheme for you.

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