Sundaram Mutual Fund
AUM
₹ 68,692 cr.
AMC Age
28 Years
No. Of Schemes
412
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.
Calculate Returns on Sundaram Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ -999
Total Value
₹ 201
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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- 3
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per annum
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
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Sundaram Mutual Fund FAQs
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