SUNDARAM MUTUAL FUND

Sundaram Mutual Fund: All Schemes. This page shows all the Schemes of Sundaram Mutual Fund across Equity, Debt and Hybrid categories. ... Ratings of a fund ranges from 1 star to 5 stars with 5 being the maximum. The quantitative measures is a composite score factoring both Return and Risk of a fund.

Suitability:

This fund is suitable for investors seeking to generate capital appreciation over a period of ten years by predominantly investing in equity and equity related instruments of companies that can be termed as micro-cap and from income tax benefit available.

Fund Features:
  1. 10 year closed-end equity linked savings scheme with 3-year lock-in, which invests in micro caps.
  2. Micro caps are defined as companies ranked 301 and over by market capitalization on the NSE.
  3. Buy-and-Hold approach to enable alpha generation during periods of strong economic expansion.
  4. Suitable for investors with a higher risk appetite and as a component of a well-diversified portfolio.
Tax Saving Fixed Deposit scheme

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