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Sundaram Mutual Fund and AMC Review 2020

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 AMC Review

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Sundaram Mutual Fund was founded in 1996 as a fully owned subsidiary of Sundaram Finance Limited (Sponsor). Sundaram Trustee Company is the Trustee for the Mutual Fund. Sundaram Asset Management Company functions as the Investment Manager for all schemes of Sundaram Mutual Fund.

Sundaram Finance Limited is one of the leading non-banking finance company in India with a track record of over 60 years. Sundaram Finance Group has a presence in businesses of automobile finance, home loans, mutual funds and insurance. Sundaram Finance has a nation-wide network with over 622 branches across the country.

Sundaram Mutual Fund offers products across debt and equity as well as Portfolio Management Services. Sundaram Portfolio Managers offers discretionary exemplary services to its High Net worth Individuals and families and advisory services focused on Indian equities. The Company has also entered into the Alternative Investment Funds (AIF) vertical and launched a scheme - Sundaram Alternative Opportunities Fund - Nano Cap Series I. The fund aims to generate returns by investing in stocks with a market cap of less than Rs 1000 cr.

The Company is headquartered in Chennai and has 93 customer care centers spread across the country, an office in Dubai and own a wholly owned subsidiary in Singapore, formed in 2012. The company also has 34,500 distributors with 6,079 centers actively distributing schemes during the year. The company supports its investors and distributors through 47 branches in addition to over 600 locations operated by Sundaram Finance group.

The Company has a strong retail orientation, with strong customer loyalty built on the strength of long term outperformance in the midcap space and an investor friendly dividend payout policy.

In terms of Customer Service, Sundaram Mutual Fund existing and prospective investors can contact Customer Service using the toll free no. -1800-425-7237 (India) and +91-44-4083-1500 (NRI). Investor can also contact the Investment Relations Manager at:

Review Summary

Sundaram Asset Management offers a range of products in equity, fixed-income and liquid funds as per the risk, return and liquidity preferences of investors. A strong research team together with a robust process forms the backbone of the Fund Management team. The motto of Sundaram Mutual Fund is “Unearthing Opportunities”.


About Sundaram Mutual Fund

  • Fund Type:Indian Private
  • Name of AMC:Sundaram Asset Management Company Limited
  • Name of Sponsor:Sundaram Finance Limited
  • Name of Trustee Company:Sundaram Trustee Company Ltd
  • Registrar:Computer Age Management Services (P) Ltd.
  • SEBI Registration Number:MF/034/97/2
  • Website:www.sundarammutual.com
  • Email:[email protected]
  • Address:
  • Contact Number:044-28583362

Benefits

  • Awarded among Best Brands 2018 in the BFSI sector by Economic Times
  • Experienced research team
  • Intense research driven bottom-up stock approach for mid and small cap stocks and a top down sector approach for large cap stocks.
  • Innovative in approach- First in industry to launch funds in new themes like Mid-cap, Capex, Leadership, Rural India and Micro cap series of funds.

Considerations

  • No Any Time Money Card – Debit card linked to your MF investment
  • No other benefit like life insurance with SIP investment

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Sundaram Mutual Fund - Assets under management (AUM)

Sundaram Mutual Fund - AUM performance by quarter
Year Quarter FundValue (Rs Lakhs) Difference from previous quater
2020 Q1 (Apr-Jun) 2579423.64 -558257.16 (-17.79 %)
2019 Q4 (Jan-Mar) 3137680.8 -9252.24 (-0.29 %)
2019 Q3 (Oct-Dec) 3146933.04 85622.65 (2.8 %)
2019 Q2 (Jul-Sep) 3061310.39 -60702.22 (-1.94 %)
2019 Q1 (Apr-Jun) 3122012.61 72285.54 (2.37 %)
2018 Q4 (Jan-Mar) 3049727.07 -30303.71 (-0.98 %)
2018 Q3 (Oct-Dec) 3080030.78 -230275.83 (-6.96 %)
2018 Q2 (Jul-Sep) 3310306.61 31426.66 (0.96 %)
2018 Q1 (Apr-Jun) 3278879.95 -151749.61 (-4.42 %)
2017 Q4 (Jan-Mar) 3430629.56 -196088.63 (-5.41 %)
2017 Q3 (Oct-Dec) 3626718.19 311734.75 (9.4 %)
2017 Q2 (Jul-Sep) 3314983.44 97163.91 (3.02 %)
2017 Q1 (Apr-Jun) 3217819.53 280850.59 (9.56 %)
2016 Q4 (Jan-Mar) 2936968.94 235669.24 (8.72 %)
2016 Q3 (Oct-Dec) 2701299.7 31311.25 (1.17 %)
2016 Q2 (Jul-Sep) 2669988.45 216427.32 (8.82 %)
2016 Q1 (Apr-Jun) 2453561.13 87190.19 (3.68 %)
2015 Q4 (Jan-Mar) 2366370.94 178674.37 (8.17 %)
2015 Q3 (Oct-Dec) 2187696.57 -24685.89 (-1.12 %)
2015 Q2 (Jul-Sep) 2212382.46 112822.37 (5.37 %)
2015 Q1 (Apr-Jun) 2099560.09 -87901.02 (-4.02 %)
2014 Q4 (Jan-Mar) 2187461.11 231022.41 (11.81 %)
2014 Q3 (Oct-Dec) 1956438.7 62083.19 (3.28 %)
2014 Q2 (Jul-Sep) 1894355.51 127062.6 (7.19 %)
2014 Q1 (Apr-Jun) 1767292.91 125103.14 (7.62 %)
2013 Q4 (Jan-Mar) 1642189.77 39806.91 (2.48 %)
2013 Q3 (Oct-Dec) 1602382.86 207728.34 (14.89 %)
2013 Q2 (Jul-Sep) 1394654.52 -151263.97 (-9.78 %)
2013 Q1 (Apr-Jun) 1545918.49 1545918.49 ( %)

AUM stands for assets under management or funds under management and is a measure how much money an asset management company (AMC) manages on behalf of clients. Value of AUM is calculated as sum of total holdings * most recent market price for each holding. Sundaram Mutual Fund has been ranked number 15 in terms of AUM in Indian Mutual Fund market.


Sundaram Mutual Fund Product and Services - 2020

Sundaram Equity Mutual Funds

Sundaram offers equity funds in the following 7 categories:

  1. Open Ended Funds:

    1. Sundaram Select Focus:

      The objective of the scheme is to get capital appreciation by investing in a very few select stocks. This product is suitable for investors seeking long-term capital appreciation and can assume a moderately high level of risk.

    2. Sundaram Equity Multiplier:

      It is a multi-cap fund with 50-60% allocation in large caps and the rest in mid and small caps. Being a multi-cap diversified fund, it resembles the entire market and is thus suited for investors looking for market-wide exposure. It has moderately high level of risk. 

    3. Sundaram Equity Plus:

      The product is suitable for investors seeking capital appreciation by investing in equity and equity related stocks of Indian companies to the extent of at least 65% and in gold ETF up to 35%. It can also invest up to 35% in overseas securities. It has moderately high level of risk.

    4. Sundaram Select Mid-Cap:

      The fund intends to invest in high growth mid and small cap stocks that are reasonably valued. It has moderately high level of risk. The fund has given a Compound Annual Growth Rate (CAGR) of 28.8% since launch.

    5. Sundaram S.M.I.L.E Fund:

      Sundaram Small and Medium Indian Leading Equities Fund (SMILE) intends to invest in attractively valued high growth stocks. The fund has given a Compound Annual Growth Rate (CAGR) of 19.7% since launch. It has moderately high level of risk. 

  1. Tax Saving Fund:

    This fund intends to provide opportunity of long-term capital appreciation by investing in diversified multi cap fund with approx. 30-50% in large caps and balance in mid and small caps. The investment in fund is an eligible deduction under section 80C of Income Tax Act with a lock in period of 3 years. The fund has moderately high level of risk.

  2. Theme Based Funds:

    1. Sundaram Rural India Fund:

      The fund gives an opportunity to invest in the long-term growth of Rural India. The fund attempts to invest in the themes of Farm to fork, Rural consumption, Financial inclusion and Ancillary space. With moderately high level of risk, the fund is suitable for investors seeking long term returns by investing in equity of companies focusing on Rural India.

    2. Sundaram Financial Services:

      The fund is suitable for investors seeking capital appreciation by investing in equity and equity related instruments of companies engaged in banking & financial services. The fund assumes high level of risk.

    3. Sundaram Infrastructure:

      The fund is suitable for investors seeking capital appreciation by investing in equity and equity related instruments of companies directly or indirectly to infrastructure related activities or expected to benefit from the growth and development of infrastructure. The fund assumes high level of risk.

  3. Balanced Fund

    1. Sundaram Balanced Fund

      The fund is suitable for investors seeking lower volatility along with long-term capital appreciation. The fund seeks to create a balance portfolio with a mix of equity and fixed income securities. 

  1. Fund of Funds

    1. Sundaram Global Advantage Fund
      The fund invests in the global potential market to help generate returns across the world. With a high level of risk, the fund achieves capital appreciation by investing in units of overseas mutual funds and ETFs. 

  1. Index Fund

    1. Sundaram Smart Nifty 100 Equal

      Index fund replicates the Nifty 100 Equal WeightedIndex to generate a return in line with the performance of the index with 2% of tracking error. With the moderately high level of risk, the fund is suitable for institutions and conservative investors.

       

  2. Close Ended Funds

    1. Sundaram Top 100:

      The investment under this fund is eligible for deduction u/s 80 CCG of the Income Tax Act with a lock-in period of 3 years. The fund invests in large caps stocks comprising the NSE 100, BSE 100, Miniratna and Maharatna.

    2. Sundaram Value Fund:

      Invest in companies going through stress but are capable of revival and thus trading at a discount to its intrinsic value. The fund inherent moderately high level of risk.

    3. Sundaram Select Small Cap:

      Invest in small companies with low volatility and high liquidity to generate income over the medium to long-term. The fund inherent moderately high level of risk.

    4. Sundaram Select Micro Cap: 

      Suitable for investors who can assume high risk by investing in equity and related instruments in micro caps.

    5. Sundaram Long Term Tax Advantage:

      The fund is a 10 year close-end ELSS with 3-year lock-in. It provides an opportunity to generate te return with tax savings.

    6. Sundaram World Brand Fund:

      The fund invests in equity and related securities listed on foreign stock exchanges to generate a return. The fund inherent high level of risk.

Sundaram Fixed Income Mutual Funds

Sundaram offers both open ended and closed ended Income Funds:

  1. Open Ended Funds:

    1. Sundaram Money Fund:

      The fund intends to optimize returns with preservation of capital, liquidity and low level of risk by investing in money market and debt securities. It is suitable for Large Corporates and Small & Medium Enterprises seeking short term income.

    2. Sundaram Ultra Short Term Fund:

      The fund invests in money market and debt securities to provide consistent income with liquidity. It is suitable for Large Corporates and Small & Medium Enterprises looking for short term investment over 1-3 months. The fund assumes moderately low level of risk.

    3. Sundaram Banking & PSU Debt Fund: 

      The fund invests in a mix of debt and money market securities issued by Banks, Public Sector Undertakings and Public Financial Institutions. It is suitable for investors with 3-year investment horizon and can assume moderately low level of risk.

    4. Sundaram Income Plus:

      The fund intends to generate high accrual income than liquid funds by investing in fixed income securities. The fund is suitable for investors with investment horizon of 3 months & above and can assume moderate level of risk.

    5. Sundaram Select Debt-Short Term Asset Plan:

      The fund provides regular income by investing in highly rated corporate bonds, Bank CD, Money Market instruments and GSec/ SDL, which can be received as dividend or reinvested at the option of the investor. The fund is suitable for investors with investment horizon of 9 months & above and can assume moderately low level of risk.

    6. Sundaram Flexible Fund Flexible Income Plan:

      The fund intends to generate return by primarily investing in AAA rated corporate bonds and provides stable returns over the medium to long term. The fund assumes moderate level of risk.

    7. Sundaram Bond Saver: 

      The investment is suitable for investors seeking accrual income and capital appreciation over medium to long term by investing in Government Securities/State Development loans and Corporate Bonds/Money Market instruments. The suggested investment horizon is 3 years & above.

    8. Sundaram Gilt Fund:

      The fund seeks capital appreciation by investing in Government Securities. The fund assumes moderate level of risk with suggested investment horizon of 3 years & above.

    9. Sundaram Regular Savings Fund:

      The fund generates income by investing in “Highest / High” rated Money market Instruments, Corporate bonds and Gsecs. The fund has moderate level of risk.

    10. Sundaram Monthly Income Plan (Aggressive):

      The fund generates income by investing in a mix of Fixed income securities and Equities (upto 30%) for capital appreciation over a period of medium to long term. The fund assumes moderately high level of risk with the investment horizon of 3 years & above.

  2. Close Ended Funds

    Schemes offered under this category have fixed maturity date. The funds under this category has moderate to moderately high level of risk. Funds offered by Sundaram are:

    1. Sundaram Fixed Term Plans
    2. Sundaram Hybrid Fund Plans
    3. Sundaram Capital Protection Oriented Funds

SIP Calculator

Investors can plan their monthly SIP using the calculator provided by Sundaram Mutual Fund. It helps investors to determine the future value of the investment by using monthly SIP, term of investment and expected return.

Retirement Calculator

Similar to SIP Calculator, Investors can plan their retirement savings based on factors like Fund required at retirement, current & plan retire age, expected inflation & rate of return and current savings. 

Sundaram Mutual Fund Factsheets

The Factsheet is published every month and publish on TATA Mutual Fund site. This gives the monthly update on mutual fund performance and portfolio. The Fact Sheet is a dashboard of each fund under AMC. The Fact Sheet includes details about Fund Type, Fund Manager, Investment Objectives, Industry-wise Classification, MF Portfolio, Active Stock Allocation, Market Capitalization, Dividend History, Performance Analysis, fund facts and much more useful information.
The Sundaram latest and consolidated Mutual Fund Fact Sheet Report is available online and can be downloaded from the download section - Download Factsheet


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Sundaram Mutual Fund - by Scheme Category

In this section we have just divide the Sundaram Mutual Fund scheme by category, you can click on category link to explore more about each scheme. Complete details of each scheme, latest NAV, performance are available on relevant pages.

Number of Scheme in each category for Sundaram Mutual Fund
AMC Category Number of Funds
Sundaram Mutual Fund Other Scheme - Index Funds 1
Sundaram Mutual Fund Other Scheme - FoF Overseas 1
Sundaram Mutual Fund Income 21
Sundaram Mutual Fund Hybrid Scheme - Equity Savings 1
Sundaram Mutual Fund Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage 1
Sundaram Mutual Fund Hybrid Scheme - Conservative Hybrid Fund 2
Sundaram Mutual Fund Hybrid Scheme - Balanced Hybrid Fund 1
Sundaram Mutual Fund Growth 37
Sundaram Mutual Fund Equity Scheme - Small Cap Fund 1
Sundaram Mutual Fund Equity Scheme - Sectoral/ Thematic 5
Sundaram Mutual Fund Equity Scheme - Multi Cap Fund 3
Sundaram Mutual Fund Equity Scheme - Mid Cap Fund 1
Sundaram Mutual Fund Equity Scheme - Large Cap Fund 1
Sundaram Mutual Fund Equity Scheme - Large & Mid Cap Fund 1
Sundaram Mutual Fund Equity Scheme - Focussed Fund 1
Sundaram Mutual Fund Equity Scheme - ELSS 1
Sundaram Mutual Fund ELSS 8
Sundaram Mutual Fund Debt Scheme - Ultra Short Duration Fund 1
Sundaram Mutual Fund Debt Scheme - Short Duration Fund 2
Sundaram Mutual Fund Debt Scheme - Overnight Fund 1
Sundaram Mutual Fund Debt Scheme - Money Market Fund 1
Sundaram Mutual Fund Debt Scheme - Medium Duration Fund 2
Sundaram Mutual Fund Debt Scheme - Low Duration Fund 2
Sundaram Mutual Fund Debt Scheme - Liquid Fund 2
Sundaram Mutual Fund Debt Scheme - Credit Risk Fund 2
Sundaram Mutual Fund Debt Scheme - Corporate Bond Fund 2
Sundaram Mutual Fund Debt Scheme - Banking and PSU Fund 2

How to Invest with Sundaram Mutual Fund

Online Investment through the website:

Existing Investors can transact online after obtaining a login password by executing an IPIN agreement. New Investor can also generate Online Folio using some basic information like Aadhaar No, Bank details. Investors can also request statement through the website.
The online options to transact is available on the home page of Sundaram Mutual Fund: https://www.sundarammutual.com/Home#

Offline Investment:

The application for purchase/redemption of schemes can be submitted at branches of Sundaram Asset Management, the Registrar and at Investor Service Centres of the registrar. The details of centres can be obtained from any of the Scheme Information Document.

Sundaram Mobile App

Sundaram Mutual Fund is an official mobile app for MF investors that provide easy access to connect and avail some of the services. The existing investor with I-PIN can login the app using the user ID and password. Investors without I-PIN can register and create User ID and password with the help of OTP. Mobile App can be used for the following services:

  • Update profile/details
  • Transact- Purchase, redeem, switch, SIP
  • View investment portfolio
  • Generating account statement
  • Check NAV of any scheme
  • Locate point of service

The mobile app can be downloaded from the following link:

Transactions through MF Utility Platform ("MFU")

All financial and non-financial transactions of the Sundaram MF can be done through MFU either electronically via the online transaction portal of MFU www.mfuonline.com or physically through the authorized Points of Service (POS) designated by MFUI. The Online transaction Portal of MFU and the POS locations of MFUI will be in addition to the Official Point of Acceptance (OPA) of the AMC.

Sundaram Mutual Fund - Active Customer/Folio Count and Complaints

Active Customer and Folio Count for Sundaram Mutual Fund
Year Folio Count Folio Count difference from last year Complaint Count Complaint %
2018-2019 1791838 113563 (6.77 %) 1124 0.06%
2017-2018 1678275 247511 (17.3 %) 1715 0.1%
2016-2017 1430764 156737 (12.3 %) 1256 0.09%
2015-2016 1274027 71726 (5.97 %) 1445 0.11%
2014-2015 1202301 -94003 (-7.25 %) 2249 0.19%
2013-2014 1296304 -337310 (-20.65 %) 2508 0.19%
2012-2013 1633614 -358016 (-17.98 %) 2052 0.13%
2011-2012 1991630 -231635 (-10.42 %) 1334 0.07%
2010-2011 2223265 2223265 ( %) 3817 0.17%

Sundaram Mutual Fund - Active Customer/Folio Count and Complaints table give you company performance in term of growth and customer satisfaction in term of complaints count and complaints % with respective of total folio.


Final thought about Sundaram Mutual Fund

Sundaram Mutual Fund is a part of the larger group Sundaram Finance Limited Group, known for its values and innovative thinking. A robust Fund Management Team of Sundaram Mutual Fund has a track record to form a portfolio with stocks of “Tomorrow’s Winners” in the mid and small segment. For fixed income funds, the team stress on the credit quality of the portfolio. The transparency of investment process makes it a popular name among the investors.

If you like what you have read and want to choose Sundaram Mutual Fund or any other AMC, leave your contact information with us and we will guide you.


Sundaram Mutual Fund User Reviews

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  2017-08-10T20:55:21+00:00

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