Sundaram Mutual Fund

A fully owned unit of Sundaram finance Ltd., the Sundaram Mutual Fund is backed by one of the most trusted non-banking financial bodies in the country. Sundaram Asset Management manages the assets of the company and leads as pioneer of various mutual funds schemes. The diverse range of products offered by the company ensure that its customers have various choices according to their specific requirements.

On August 24, 1996, Sundaram Finance Ltd. found Sundaram Mutual Fund through a deed between the Sundaram Finance Ltd. and the Trustees of Sundaram Mutual Fund. Sundaram Mutual Fund is authorised by the independent regulatory body SEBI. A body founded by law to monitor capital markets and protect investors, with the registration number assigned by SEBI is MF/034/97/2. The registration is dated January 3, 1997.

Sundaram Mutual Fund is backed by Sundaram Finance Ltd. With Sundaram Finance retaining the complete share in the capital of Sundaram Asset Management Company Ltd. as well as Sundaram Trustee Company Ltd. Also, the sponsor is the Settlor of the Trust and have irrevocably settled a sum of Rs 1 lakh as the corpus of the Trust. This shall be held and managed by the Trust in accordance with the trust deed dated August 24, 1996 as amended from time to time.

Revenues of Rs. 5035 crores and profits of Rs. 583 crores are what the SFL group reported on 31st March, 2016. Total assets stood at Rs. 28,027 crores and Net-worth at Rs. 4195 crores at a consolidated level. The Company is headquartered in Chennai and has 93 customer care centres spread across the country, and also has an office in Dubai and owns a wholly owned subsidiary in Singapore, formed in 2012.

Sundaram Mutual Funds can be bought by any of the following entities:

• Resident Indians
• Non-resident Indians
• Private companies
• Partnership firms
• Banking firms
• Public financial institutions
• Foreign institutional investors
• Hindu undivided families (HUFs)
• Insurance companies
• Parents or guardians (in case of funds bought for minors)

Instructions for how to invest in Sundaram Mutual Fund can be given as follows:

• Visit the homepage of ‘Sundaram Mutual’ through the website: www.sundarammutual.com
• Here, you can choose between ‘existing investor’ or ‘first time investor’ to proceed with the appropriate investment choice.
• If you are a first-time investor, you may have to generate an online folio by providing your details.
• Once you click on ‘first time investor’, you will be taken to a declaration page where you have to authorise the company to use your signature and documents for validation purposes.
• Following the declaration, you have to fill in your basic details such as PAN number, date of birth, mobile number, Aadhar number, and email id. The names of additional applicants to the fund can also be added in the same page.
• Once you have created your account in the website, you can login into your account and choose the funds in which you wish to invest. For any doubts in the investment process, you can call the company’s customer service or the fund management office for further guidance.

1. S Krishna Kumar- (CIO-Equity) Experience- 16 years+
2. Shiv Chanani, CFA- Fund Manager-Equity- Experience - 12 years+.
3. Madanagopal Ramu Assistant Fund Manager-Equity- Experience - 9 years.
4. Dwijendra Srivastava, CFA & CIO-Fixed Income – Experience - 12 years+.
5. Siddharth Chaudhary Fund Manager-Fixed Income- Experience - 9 years+.
6. Sandeep Agarwal Fund Manager-Fixed Income- Experience - 7 years+.