Hybrid
Dynamic Asset Allocation
Moderately High
Investment Returns (CAGR)
1 yr.
8.49
3 yr.
13.09
5 yr.
11.82
Since Inception.
11.0%
Creating an account on the official website of an Asset Management Company (AMC): Sundaram Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Sundaram Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
1527 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF173K01FF3
Expense Ratio
0.59%
Minimum SIP (Rs.)
100
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. ;
Hybrid
Dynamic Asset Allocation
Moderately High
Creating an account on the official website of an Asset Management Company (AMC): Sundaram Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: Sundaram Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
1527 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF173K01FF3
Expense Ratio
0.59%
Minimum SIP (Rs.)
100
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
1 yr. 8.49
3 yr. 13.09
5 yr. 11.82
Since Inception. 11.0%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. ;
