Sundaram Mutual Fund
AUM
₹ 68,692 cr.
AMC Age
28 Years
No. Of Schemes
413
Sundaram Asset Management Company Ltd., which manages Sundaram Mutual Funds, is a fully owned subsidiary of Sundaram Finance Limited - one of India’s most established and trusted financial institutions.
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About Sundaram Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Sundaram Mutual Fund, established in 1996, is a wholly owned subsidiary of Sundaram Finance Limited, one of India's oldest and most reputable financial institutions. With over 28 years of experience in fund management, the company has built a strong reputation in the industry
Key Features
- The fund house offers a variety of investment options, including equity, fixed-income, and hybrid funds, designed to suit different risk profiles and financial objectives.
- In addition to its 80+ branches across India, Sundaram Mutual Fund has expanded its reach globally, with operations in Dubai and a wholly owned subsidiary in Singapore
- As a subsidiary of Sundaram Finance Limited, the fund house enjoys the trust and financial strength of its well-established parent company.
- Serving over 3.5 million investors, Sundaram Mutual Fund has earned widespread trust among both retail and institutional clients.
- In 2021, Sundaram Mutual Fund completed the acquisition of Principal Mutual Fund’s schemes, further strengthening its asset base and enhancing its market presence.
Documents Required
To invest in Sundaram Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Sundaram Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Sundaram Mutual Fund Managers
Mr. Arjun Nagarajan
Mr. Ashish Aggarwal
Mr. Nikunj Kishor Gala
Mr. Pathanjali Srinivasan
Mr. Ratish B Varier
How To Invest In Sundaram Mutual Fund With Choice?
Sundaram Mutual Fund FAQs
The best Sundaram Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds offer stability, and hybrid funds balance risk and reward. With Choice, you can explore detailed research and performance analysis to choose the right fund based on your investment objectives.
Sundaram Mutual Funds are subject to taxation based on the type of fund and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC (Know Your Customer) process is mandatory. For non-individual investors, additional documents may be required, and all documents can be conveniently uploaded online.
The minimum investment amount for Sundaram Mutual Funds depends on the scheme and the chosen investment method (lump sum or SIP). For lump sum investments, some schemes have a minimum requirement of 100. Similarly, for SIPs, the minimum can be as low as 100 for certain schemes.
Returns are calculated based on the Net Asset Value (NAV) of the fund. The formula used is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIPs, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice provides real-time NAV updates and tools to calculate potential returns based on your investment.
Yes, you can switch between Sundaram Mutual Funds through Choice FinX. The platform allows smooth transitions between schemes, but it is important to consider potential exit loads and tax implications that may apply depending on the duration of your investment.
The charges include the Expense Ratio, which covers fund management costs, Exit Load for premature withdrawals, and Transaction Fees for investments exceeding a specific limit. Direct plans, available through Choice, come with lower charges compared to regular plans.
No, a Demat account is not required to invest in Sundaram Mutual Funds through Choice FinX. You can invest directly via the platform, though a Demat account is a beneficial option if you prefer holding your mutual fund units in electronic form.
You can access your Sundaram Mutual Fund statement directly through the Choice FinX platform under the Portfolio section. Additionally, statements can be obtained through the Sundaram Mutual Fund website, via email requests, or from CAMS/Karvy platforms.
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