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Home >> NRI Desk >> Advantage Sundaram Mutual

Why Sundaram Mutual Fund
Sundaram Mutual is one of the largest and well established fund houses in the country. The fund house boasts of award winning products in both the equities and fixed term categories. The fund house is sponsored by two giants of the financial services industry– Sundaram Finance Group.

Our Investment Philosophy
A rigorous research process and strong stock selection skills enable us to use the capital markets to profitably serve our investors. To realize this Sundaram Mutual has set up robust infrastructure both in terms of qualified personnel and investor service facilities. Our strong risk management systems and constant focus on macro-economic movements enable us to make disciplined investments as opposed to chasing the herd. We are the only fund house in the country with an economist in our ranks.

Our offerings
Currently our funds basket consists of 12 well researched and market leading equity funds and 4 products in the fixed income category. These products cater to the requirements of investors with differing risk appetites and wealth creation objectives. Aside from this we also offer Portfolio management services to High Net Worth Individuals.

Key Milestones
Sundaram Mutual is the only fund house in the world with 8 funds in the Lipper global top120 funds. This global honour reflects the highest fund management practices and stock selection skills employed at Sundaram AMC. Sundaram Select Focus has also bagged the coveted “CRISIL CNBC TV 18 Best Large Cap Fund award” for two consecutive years in a row.
For a detailed look at the awards conferred on our funds over the years click on the link below:
www.sundarammutual.com/award/award.htm

Key figures
AUM as on 18.10.2008 – 10708 Crores
Investor base – 2 million
Number of empanelled distributors – 23000 (approx)

For a thorough understanding of the investment planning process and mutual fund investing please visit our learning centre section
For further information please e-mail us at service@sundarammutual.com
If you wish to speak to our investor relations personnel please SMS SFUND to 56767 or fill up the details in the contact me panel and we will get in touch with you



Application Forms
Equity Fixed - Income
NRI      Transaction Slip