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Sundaram Select Midcap First branded midcap - product in the country
Sundaram S.M.I.L.E Fund - First fund in the country with a focused small cap exposure
Sundaram India Leadership Fund - First fund to capitalise on industry leaders
Sundaram CAPEX Opportunities Fund - First fund in the country playing on the ongoing CAPEX cycle

Coals to Diamonds

At Sundaram Mutual, identifying an investment opportunity long before it manifests as one, is the heart of our business belief.

We spot the coals which are destined to shine as diamonds.

We look at potential, not performers. We look at future, not just the present.

Being in the financial sector for a long time has given us a great understanding of the Indian economy and that guides us while picking the companies for our Funds.

Once we unearth a potential opportunity, our Financial Experts spend countless time to research the companies, to see what will deliver the best returns for your money.

Our financial experts are fine tuned to the larger global picture and all its complexities as well as the intricacies of the Indian market. We track global economic trends and market behaviour to better understand the domestic markets. We are constantly on the trail of promising opportunities and once identified, a new theme is thoroughly researched and tested on various platforms before being offered to the investing public.

The results are blockbuster funds, often pioneers in their categories.

At Sundaram Mutual, we believe that investing is not an event but a process.

So, constant updating of investors' knowledge base is just part of the service package we offer our customers. At the core of our investment philosophy lies our commitment to providing consistent returns through sensible investment management practices, because your money is precious.

As asset managers we believe in:
Clearly defined products for every investment need
Managing investors' money like we would our own
Backing product performance with on-time, committed investor service
We have instituted two committees that have been charged with the responsibility of monitoring adherence to fund policies, among other things.
The Internal Investment Committee approves names for investment, reviewing daily actions on portfolio and participating in setting objectives and strategies for funds.
The Investment Policy Committee sets investment norms and strategies as well as investment restrictions and monitors periodical performance.


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