Sundaram Mutual Fund

Sundaram Mutual Fund is a cornerstone of the Indian asset management industry, backed by the three-decade legacy of the Sundaram Finance Group. The company is known for conducting thorough bottom-up research and having a strong investment strategy. It has a record of being the leading company in the midcap and small-cap categories.

Sundaram, through its range of services, which include both equity, debt, and hybrid options, emphasizes diversification that matters, with risk-adjusted returns in mind. With offerings such as their unique Prosperity SIP and a digital ecosystem tailored to their customers' needs, they continue to be a valued partner for investors in India's stock market.

Here are some of the key advantages you can gain by selecting Sundaram Mutual Fund for your investments:

• Legacy of Trust: Backed by the Sundaram Finance Group, offering over 30 years of financial expertise and strong corporate governance.
• Mid-Cap Pioneers: Home to one of India's oldest mid-cap funds, with a proven track record of identifying future market leaders early.
• Research-Driven Approach: Employs a disciplined "bottom-up" strategy to select stocks with high growth potential and sound management.
• Goal-Based Innovation: Offers unique tools like the Prosperity SIP, which seamlessly transitions from wealth accumulation to regular income.
• Thematic Expertise: Provides specialized funds targeting high-growth sectors like Consumption, Services, and Infrastructure.
• Robust Risk Management: Focuses on portfolio diversification and liquidity to protect capital during market volatility.

Planning to invest in the Sundaram Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Sundaram Mutual Fund

   : Browse available Sundaram Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Sundaram Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Sundaram Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).