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