One of the most important areas to look at white saving for your future is to plan for a stress free and economically independent retirement. An SIP is a tool to systematically invest in mutual funds with the amount of your choice, helping you to build a corpus in the initial years of your career. Post retirement, the need is for...Read More
Small cap equity mutual funds have been a rage with retail investors over the past 3 months. The Nifty Small Cap 250 Index is at its record high. The small cap index has outperformed Nifty 50 by a big margin over the last 3 years (see the chart below) and has continued to outperform if we see recent returns e.g. last 1 month...Read More
Conservative Hybrid Funds are an investment category that aim to focus on stability with prospects of growth as well. These funds offer investors a diversified portfolio comprising predominantly of debt instruments while allocating a small portion to equities. Conservative Hybrid Funds are a category of mutual funds that...Read More
Having a well-thought-out strategy is crucial when managing investments and building long-term wealth. Systematic Transfer Plans (STPs) give investors a disciplined approach to shift funds from one investment option to another gradually. This article will explore STPs, why investors should consider using them, their benefits...Read More
Some investors wait to time the market in order to buy at low price. As per the Random Walk Hypothesis of movement of stock prices is random, in other words, it is not possible to predict short term price movement based on trend. Bear markets in the past have shown a sudden trend reversal. Even if...Read More
Systematic Withdrawal Plan (SWP) and Systematic Transfer Plan (STP) are mutual fund facilities which offer solutions to different investment needs. SWP provides fixed cash-flows to investors. STP enables investors to transfer fixed amounts at regular intervals (e.g. weekly, monthly, etc.) from one scheme (usually low...Read More
Most investors select mutual fund schemes based on past returns, often recent returns e.g. last 1 year returns. However, looking at last 1 or 2 years returns can be misleading for debt funds. In this article, we will discuss why past returns can be misleading for debt investors. We will also discuss about a debt fund...Read More
Most investors associate mutual funds mainly with equity investments. While equity as an asset class has an important role to play in your financial plan, fixed income or debt also has an equally important role. Traditionally fixed income investments have been associated with bank deposits, Government small savings...Read More
Many investors have substantial amounts lying idle in their savings bank accounts. Interest on savings bank balance is currently around 2.7 – 3%. Savings bank interest is taxable under the head “Income from other sources”. You can avail deduction of up to Rs 10,000 under Section 80TTA. Thereafter, the interest will be...Read More
Mutual funds are market linked investments. The prices of the underlying securities e.g. stocks, bonds etc of a mutual fund scheme can go up or down depending on market movement. The Net Asset Value (NAV) of a scheme reflects the market value of the underlying securities. Accordingly, the NAV of a scheme can go up or down...Read More
Sundaram Towers,
46, 2nd Floor,
Chennai, Tamil Nadu - 600014
Phone 1: 044-2858 3362
Phone 2: 044-2858 3367/044-28569900
Email: customerservices@sundarammutual.com
Location | No of Distributors |
---|---|
Mumbai | 1358 |
Kolkata | 839 |
Chennai | 445 |
Bangalore | 443 |
Delhi | 407 |
Sundaram Asset Management Company is the investment manager to Sundaram Mutual Fund. Founded 1996, Sundaram Mutual is a fully owned subsidiary of one of India's oldest NBFCs - Sundaram Finance Limited.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.