There is growing awareness about asset allocation among financial advisors and experienced investors in India. The unexpected fallout of COVID-19 outbreak and the market crash in 2020 reinforced the importance of asset allocation to many investors. Financial advisors have been asking their clients to invest...Read More
Tax consequences should be one of the most important considerations in investment and financial planning. It is the obligation of every tax payer to disclose the correct taxable income, including income from investments, in their annual income tax returns filing and pay the requisite tax; failure to do so, may attract penalties...Read More
In the first part of this two part series, How to plan for your retirement: Part 1, we had discussed why retirement planning is important and how much you need to save / invest in order to meet your retirement goal. In this second and final part, we will discuss how mutual funds can help you meet your retirement goal. Before we get into the nitty gritties of the topic...Read More
During your working life, you need to save and accumulate a sufficiently large corpus which can meet the income needs of your retired life. Unfortunately, many investors in our country do not give much importance to retirement planning until the later stages of their working career. We will discuss retirement planning in this...Read More
The equity market has been volatile over the past few weeks. From its all-time high of 18,600 in mid-October 2021, the Nifty has corrected by more than 1,600 points closing November 2021 below the psychological 17,000 mark. The broader market also saw deep cuts. Nifty Midcap 150 index fell by 9% from its all-time high, while the Nifty...Read More
Section 80C of Income Tax Act 1961 has provisions for tax payers to claim deductions from their taxable income by investing in some eligible schemes. By investing in 80C schemes under the old income tax regime, you can claim deduction equal to investment amount subject to a cap of Rs 150,000. Section...Read More
As per AMFI data, August 2021 saw net monthly outflow (redemptions exceeding purchases) in the small cap equity mutual funds category for the first time since February 2021. Redemptions may be caused by a variety of reasons but the fall in the Nifty Small Cap 250 Total Returns Index may have been one of the...Read More
In this two-part blog series, we are discussing how you can select the right hybrid fund based on your specific needs. In the first part of the post, we had discussed that before selecting a fund, you should clearly define your specific investment needs i.e. financial goal, risk appetite, risk tolerance, investment horizon...Read More
There are three broad types of mutual fund schemes – equity, debt and hybrid. Equity funds invest primarily in equity and equity related securities. Their primary investment objective is capital appreciation. Equity, as an asset class, is subject to market risks. You need to have high risk appetite and long investment...Read More
Asset classes refer to categories of investments that have the same fundamental characteristics. The four common asset classes are equity, debt, gold and real estate. Equity and debt are financial assets. Gold and real estate can be in form of physical assets (e.g. gold jewellery, gold bars,residential or...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 | 1359 |
Kolkata | 840 |
Bangalore | 448 |
Chennai | 445 |
Delhi | 409 |
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.