Sundaram Asset Management Comp Ltd

About Sundaram Asset Management Comp Ltd Mutual Fund

Q: How to start Sundaram Asset Management Comp Ltd mutual funds SIP online?

You can visit the Sundaram Asset Management Comp Ltd website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate Sundaram Asset Management Comp Ltd mutual funds SIP ?

To calculate Sundaram Asset Management Comp Ltd mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my Sundaram Asset Management Comp Ltd mutual fund units ?

There are two different ways to redeem your Sundaram Asset Management Comp Ltd mutual fund units. To redeem the Sundaram Asset Management Comp Ltd mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are Sundaram Asset Management Comp Ltd mutual funds safe ?

Sundaram Asset Management Comp Ltd mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with Sundaram Asset Management Comp Ltd mutual funds ?

Sundaram Asset Management Comp Ltd mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

Sundaram Aggressive Hybrid Fund - Direct (G)

High Risk . Hybrid

1Y Return

6.45%

Fund Size (in Cr)

₹7655.0434

Sundaram LT MC Tax Advantage Fund-Sr.V-Dir (G)

Very High Risk . Equity

1Y Return

2.01%

Fund Size (in Cr)

₹30.7006

Sundaram Services Fund - Direct (G)

Very High Risk . Equity

1Y Return

11.74%

Fund Size (in Cr)

₹4768.6537

Sundaram LT MC Tax Advantage Fund-Sr.III-Dir (G)

Very High Risk . Equity

1Y Return

0.87%

Fund Size (in Cr)

₹76.218

Sundaram Money Market Fund - Direct (G)

Low Risk . Debt

1Y Return

7.58%

Fund Size (in Cr)

₹2223.9911

Sundaram Liquid Fund - Direct (G)

Moderate Risk . Debt

1Y Return

6.67%

Fund Size (in Cr)

₹6772.3522

Sundaram Low Duration Fund - Direct (G)

Moderate Risk . Debt

1Y Return

7.67%

Fund Size (in Cr)

₹379.0933

Sundaram Equity Savings Fund - Direct (G)

Moderate Risk . Hybrid

1Y Return

8.12%

Fund Size (in Cr)

₹1201.1402

Sundaram BNP Paribas Asset Management Company Ltd. Key Information

Mutual Fund Name

Sundaram BNP Paribas Asset Management Company Ltd.

Inception Date

1996-08-24 00:00:00.0

Trustee Organisation

Sundaram BNP Paribas Trustee Company Ltd

Chief Investment Officer

Mr. N. Prasad

MD and CEO

Mr. T. P. Raman

Investors Relations Officer

Mr. S.Balasubramanian

Top Sundaram Asset Management Comp Ltd Managers

Fund Manager - Axis Asset Management Company Ltd. (Sept. 23, 2016 till date) Principal PNB Asset Management Company Pvt. Ltd. (July 25, 2011 to Sept. 21, 2016) Reliance Life Insurance Ltd.( Sept. 22, 2010 to July 15, 2011) Reliance Capital Asset Management Company Ltd. (Mar. 21, 2005 to Sept. 21, 2010)

Ashish Aggarwal has 15 years' experience across buy-side and sell-side. He has earlier worked with IL&FS Investment, Tata Securities and Antique Stock Broking. He has been working in Principal Asset Management Private Limited since August'2015.

19 years in Institutional Equities (Investment & Fund Management) May 2022 - June 2024 Kedaara Capital Advisors LLP - Director Insights April 2016 - April 2022 - ICICI Prudential AMC- Equity Fund Manager Mar 2010 - April 2016 - ICICI Prudential AMC - Investment Analyst Sep 2008 - April 2009 - Merrill Lynch - Associate - Fixed Income Derivatives. April 2007 - June 2007 - Merrill Lynch - Summer Analyst.

Prior to joining DBS Chola AMC, had worked with Reliance Life Insurance Company Ltd and SBI Mutual fund and with Tata Administrative Services) as a project Trainee.

18 years in Institutional Equities (Research & Fund Management) 4th October 2021 - 27th September 2024 Canara HSBC Life Insurance - Assistant Fund Manager & BFSI sector analyst. 18thJune 2018 - 28th September 2020 - Mahindra Manulife AMC - BFSI sector analyst 1st June 2017 - 15th June 2018 - Bank of Baroda Capital Markets - BFSI sector analyst 2nd May 2016 - 30th May 2017 - Systematix Shares & Stocks - BFSI sector analyst

Mr. Shah has joined ITI Asset Management Limited in August 2022 and has over 26 years of work experience in capital markets. Past Experience: July 2020 - July 2022 with One up Finance as Head Research and Co-Fund Manager-Equities; June 2011 - October 2019 with Principal AMC as Senior Fund Manager.

He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.

Over 7 Years of experience in Fixed Income Markets, Credit Analysis and Structured Finance. Prior to Joining Principal Mutual Fund, he worked with Crisil Ltd and ICICI Bank Ltd.