Sundaram Mutual Fund

Q: Are Sundaram Mutual Fund mutual fund's schemes safe to invest in?

Yes, Sundaram Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Sundaram Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Sundaram Mutual Fund mutual funds tax-free?

Sundaram Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Sundaram Mutual Fund?

Here are some of the best-performing funds from Sundaram Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Sundaram Value Fund 7.16% Sundaram Consumption Fund 10.29% Sundaram ELSS Tax Saver Fund 8.37% Sundaram Flexi Cap Fund 0% Sundaram Multi-Factor Fund 0%

Q: Are Sundaram Mutual Fund a good choice for long-term capital appreciation?

Yes, Sundaram Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Sundaram Mutual Fund AMC fund performance.

Q: How can I check my Sundaram Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest NBFCs - Sundaram Finance Limited. Sundaram Asset Management Company was established in 1996. Sundaram AMC has 28 years of expertise in fund management serving 3.5 million customers across the country. The company manages an Average AUM of Rs. 60,602.45 Cr as of June 2024.With a wide distribution network of over 80+ branches across India, the AMC has an office in Dubai and a wholly owned subsidiary in Singapore.The AMC was the first to launch funds in new themes like Mid-caps, Capex, Leadership, Rural India, and Micro caps and Services. It also offers Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) for high net worth individuals through Sundaram Alternates business.

List of All Sundaram Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
Sundaram Mid Cap Fund Equity●Mid Cap Fund	16.37%	16.37%	-
Sundaram Small Cap Fund Equity●Small cap Fund	15.89%	15.89%	-
Sundaram Infrastructure Advantage Fund Equity●Sector Funds	14.35%	14.35%	-
Sundaram Large and Mid Cap Fund Equity●Large & Mid Cap	13.47%	13.47%	-
Sundaram Services Fund Equity●Sector Funds	12.99%	12.99%	-
Sundaram Nifty 100 Equal Weight Fund Equity●Index Funds	12.78%	12.78%	-
Sundaram Multi Cap Fund Equity●Multi Cap Fund	11.65%	11.65%	-
Sundaram Financial Services Opportunities Fund Equity●Sector Funds	11.35%	11.35%	-
Sundaram Focused Fund Equity●Focused Fund	9.75%	9.75%	-
Sundaram Dividend Yield Fund Equity●Dividend Yield	8.73%	8.73%	-
Sundaram Equity Savings Fund Hybrid●Equity Savings	8.45%	8.45%	-
Sundaram Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	8.39%	8.39%	-
Sundaram Consumption Fund Equity●Sector Funds	8.15%	8.15%	-
Sundaram Flexi Cap Fund Equity●Flexi Cap Fund	8%	8.00%	-
Sundaram Dynamic Asset Allocation Fund Hybrid●Dynamic Asset Allocation	7.77%	7.77%	-
Sundaram ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	7.48%	7.48%	-
Sundaram Short Term Fund Debt●Short Duration	7.41%	7.41%	-
Sundaram Money Market Fund Debt●Money Market	7.26%	7.26%	-
Sundaram Ultra Short to Short Term Fund Debt●Low Duration	7.25%	7.25%	-
Sundaram Ultra Short Term Fund Debt●Ultra Short Duration	7.24%	7.24%	-
Sundaram Arbitrage Fund Hybrid●Arbitrage Fund	7.21%	7.21%	-
Sundaram Banking and PSU Debt Fund Debt●Banking and PSU Fund	7%	7.00%	-
Sundaram Corporate Bond Fund Debt●Corporate Bond	7%	7.00%	-
Sundaram Liquid Fund Debt●Liquid	6.99%	6.99%	-
Sundaram Large Cap Fund Equity●Large Cap Fund	6.9%	6.90%	-
Sundaram Overnight Fund Debt●Overnight Fund	6.04%	6.04%	-
Sundaram Medium Term Fund Debt●Medium Duration	5.95%	5.95%	-
Sundaram Value Fund Equity●Value Fund	5.84%	5.84%	-
Sundaram Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	5.14%	5.14%	-
Sundaram Multi-Factor Fund Equity●Thematic Fund	-	-	-
Sundaram Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	-	-	-
Sundaram Business Cycle Fund Equity●Thematic Fund	-	-	-

Details of Sundaram Mutual Fund

Founding Date	February 26, 1996
Address	Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
Email	customerservices@sundarammutual.com
Telephone	+91 (22) 28583362/3367

Documents Required to Invest

To invest in Sundaram Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Sundaram Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Sundaram Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.