Started in 1996, Sundaram Asset Management Company is one of the oldest and most recognized financial institutions in India. It caters to investors with varied requirements and aims to make mutual funds accessible to investors across the country. It boasts 28 years of experience, over 3.5 million customers, and Rs. 60,000+ crores of assets under management (AUM).
Sundaram Mutual Fund's strength lies in its research team and innovative risk management practices. The management team of Sundaram Mutual Fund includes Mr. Harsha Viji, Mr. Arvind Sethi, Mr. K N Sivasubramaniam, Mr. R. Raghuttama Rao, Ms. Aarti Ramakrishnan, Mr. Sunil Subramaniam, Mr. Rajiv C Lochan, and Mr. Vikaas M Sachdeva.
Sundaram MF offers different types of mutual fund options, including
equity funds,
debt funds,
hybrid funds and
ELSS funds. The fund has been one of the best-performing mutual funds over the years, with the expertise of its fund managers. Some of the best Sundaram mutual funds include:
Sundaram Fund House prioritizes customer satisfaction and has been a reliable mutual fund company for years. With its risk management strategies and years of experience, it aims to satisfy investors' return expectations.
The Sundaram Mutual fund is one of the most trusted mutual funds in India due to its host of advantages. These include:
- Professional Management :The Sundaram MF is professionally managed by fund managers with years of experience and skills. Their good management has given investors a steady return on their investments. These experts have managed the fund well for the past years and provided satisfactory returns, thus adding more investors to their funds.
- Transparency in Operations: When you trust a mutual fund house with your investments, you expect their functioning to be transparent. Sundaram Mutual Funds ensures maximum transparency in its investments by periodically informing investors of their investments and keeping them informed.
- Tax Benefits: Another reason to invest in Sundaram mutual fund is its tax advantage. This mutual fund has several investment options, including ELSS funds. This means investors can avail of a tax benefit of up to Rs. 1,50,000 under the 80C section of the Income Tax Act by investing in this fund.
- Competitive Returns: The top Sundaram mutual funds have a track record of providing competitive and consistent returns over the years, strengthening the inventors' trust. In fact, this is one of the central reasons that attracts investors.
- Diversification: The Sundaram mutual fund invests its funds in securities across different sectors. This helps spread the risk by ensuring that the returns are not dependent on the performance of one industry. Also, there are options in mutual funds for investors to make a choice based on their preferences.
- Investment Philosophy: The Sundaram mutual fund works on a risk management investment philosophy. It helps create a balanced portfolio to minimize the chances of being impacted by market uncertainties.
Mutual fund investments provide competitive returns over time with expert fund management and Sundaram Mutual Funds are no different. The expert fund managers ensure that the negative impact on the investment is minimized with effective risk management strategies.
However, no investment is fully protected as certain uncertainties can occur due to price fluctuations and interest rate fluctuations. There are ways to counter these uncertainties and still get potentially stable returns. This can be done by investing in a fund with a good track record. Sundaram Mutual Fund is one such fund whose record stands as a testament to the strengths of its fund managers. By investing in such a fund, you can counter the market's uncertainties in the long run.
Additionally, another way to ensure the safety of your funds is by continuously monitoring your investments. This helps you know where the mutual fund invests your funds and whether the performance matches your expectations. The Sundaram mutual fund provides complete transparency to inventors by providing them with details about the fund investment from time to time. This way, investors can make an informed decision about their investments.
Now that we know the distinct advantages and functioning of the Sundaram mutual fund company, let us look at the process of investing in this mutual fund. Dhan, one of the best trading and investing platforms in India, helps you invest seamlessly in the Sundaram mutual fund. Follow these steps one after the other:
- Step 1: Install Dhan app through the App Store or the Play Store.
- Step 2: Set up your Dhan demat account by registering with your mobile number. You will get an OTP on the number to verify it.
- Step 3: Now, provide your personal details, such as email address, Aadhaar card, PAN number, date of birth, etc, to create your demat account.
- Step 4: Once you have entered all the credentials, secure your account by setting up an MPIN.
- Step 5: Navigate to the mutual fund section on the app and look for the Sundaram mutual fund.
- Step 6: Select the type of mutual fund you wish to invest in from debt funds, equity funds, ELSS funds, and hybrid funds. Dhan provides an overview of all these funds, including ratings, minimum investment amount, AUM, and one-year, two-year, and five-year returns. Evaluate these details thoroughly to make an informed decision and select the most suitable fund.
- Step 7: Select the payment type between Sundaram mutual fund SIP plans and Sundaram mutual fund lump sum plans. The SIP plans are a good option for individuals without accumulated funds who want to invest on a low budget in monthly or quarterly installments. You can also set up a date for automatic deductions of the SIP amount every month or quarter.
- Step 8: Once you have completed all these steps, you will receive a confirmation message with an OTP on your registered mobile number. Enter the OTP to complete your investment.
After investing, you can monitor the mutual fund performance as well. Remember to carefully assess the potential returns from a mutual fund investment before you invest your funds to set the right expectations and make an informed decision.
Use the Dhan
Sundaram Mutual Fund SIP calculator to know the returns you may receive with Sundaram mutual fund SIP by entering your investment amount for each month, the expected rate of return, and the time period.