Sundaram Mutual Fund

How to Invest in Sundaram Funds?

Investing in Sundaram Mutual Fund online via Scripbox is an easy and convenient process. All you need to do is follow the following steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Funds Scheme, firstly pick any of the options best suited to your financial goal. Now, click on “Continue” to proceed with Mutual Fund Investment.
• Sign up to create an account: If u are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. Next you can select “Every month SIP” or”One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Subsequently, click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual fund schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that. Just click on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
• Bank Details and Money Transfer: Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required to Invest in Sundaram AMC

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
•  Address proof. (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card)
• KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload the clear color scanned copies of your KYC documents during the registration itself. Otherwise, you could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Sundaram Mutual Fund investment statement using the Scripbox App:

• Firstly, open the Scripbox App and use your credentials to login to your Scripbox account.
• Then, at the right hand side corner select ‘Profile’ tab.
• Next, click on the option ‘Investment History’ to get all previous transactions.
• Then, click on ‘Email me’ to get the statement in your email.
• Finally, open your registered email and click on the link to download the investment history statement in excel format.

The mutual fund statement will have the following details in two excel worksheets:

• Orders Tab: The sheet includes transaction details including name of the fund, name of the investor, investment amount, folio number, NAV, date of investment, STT, etc.
• Current Holding Tab: This sheet includes a summary of mutual funds in your portfolio and has details like name of the fund, folio number, number of units, current valuation, and purpose.

Top Sundaram Mutual Fund Managers

Explore: Best Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Rahul Baijal	Equity	13
Bharath S.	Equity	15
Ratish B Varier	Equity	10
Rohit Seksaria	Equity	13
Siddharta Chaudhury	Debt	7
Sandeep Agarwal	Debt	8
Dwijendra Srivastava	Equity	19

Mr. Rahul Baijal

Mr. Baijal is the Senior Fund Manager – Equity at Sundaram Mutual Fund. 

He has done his PGDM(MBA) from IIM Calcutta and is also an Engineering Graduate of Delhi College of Engineering, Delhi.

He has been associated with Sundaram Mutual since July 2016 as Fund Manager in Equity.

Mr. Baijal has a rich experience of over 19 years in Equity Research and in Fund Management also.

Earlier, he was associated with Bharti Axa Life Insurance, TVF Capital, HSBC Securities, CREDIT Suisse Securities and Standard Chartered Bank.

Currently, he manages Sundaram Select Focus, Sundaram TOP 100 (Series VI-VII), and Sundaram Equity Hybrid Fund. he is also Co-Fund Manager of Sundaram Financial Services Opportunities Fund and Sundaram Services Fund.

Mr. Bharath S.

Mr. Bharat S. is a Fund Manager – Equity and Head of Research at Sundaram Mutual being associated with since August 2004

Furthermore, he holds an MBA degree from Thiagarajar School of Management, Madurai. Additionally, he is a certified FRM Cost Accountant as well.

His experience in Equity Research as well as in Fund Management is of over 17 years.

Mr. Bharat S manages funds like Sundaram Value Fund Series, Sundaram Long term Tax Advantage Series, Sundaram Rural. As well as Consumption Fund and Sundaram Smart NIFTY 100 Equal Weight Fund. He manages Sundaram Equity Savings Fund as well as Sundaram Equity Fund.

Mr. Ratish B Varier

Mr. Varier is a Fund manager – Equity at Sundaram Mutual being associated with the fund since November 2015

He is a B.Com graduate, MBA in Finance as well as a Post Graduate in Investment Analysis as Certified Portfolio Manager.

Moreover, he possesses about 15 years of experience in the financial services domain. Also, the equity portfolios at Sundaram AMC Limited is being managed by him.

Prior to joining Sundaram AMC, he worked with Mahindra Asset Management and Reliance Life Insurance Company Limited.

Mr. Rohit Seksaria

Mr. Seksaria is an Assistant Fund Manager – Equity at Sundaram Mutual being associated with the fund since January 2017

He has done his MBA from IIM Ahmedabad and is a rank holder Chartered Accountant  (ICAI) as well as Company Secretary (ICSI).

Moreover, he has extensive experience of 15 years in Equity Research and Fund Management.

Prior to joining Sundaram Mutual, he was working with Asian Hedge Funds like Capital and Matchpoint in Singapore and Hong Kong. Besides, he also headed a research outfit like Irevna.

Currently, he also co-manages the below funds:

• Emerging Small Cap Series
• Micro Cap Series Funds
• Long Term tax Advantage Funds
• Global Brand Fund and Sundaram Services Fund.

Mr. Siddharta Chaudhury

Mr. Chaudhury is the Head – Fixed Income – Institutional Business at Sundaram Mutual. 

He holds a PG Diploma in Securities Markets from the Indian Institute of Capital Markets, Navi Mumbai. Besides a B.Com Graduate degree from Delhi University as well

His association has been with Sundaram Mutual since August 2010 as Vice President and Fund Manager – Fixed Income. Moreover, he has over 13 years of experience in Fixed Income.

Currently, he manages funds such as Sundaram Money Fund, Sundaram Low Duration Fund, Sundaram Capital Protection Oriented Funds. As well as Debt Oriented Funds, Debt Oriented Hybrid Fund (Debt Portion) and Hybrid Fund Series (Debt Portion).

Also, he Co-manages Sundaram Overnight Fund, Sundaram Ultra Short Term Fund. Besides, he manages Sundaram Banking, and PSU Debt Fund and Sundaram Money Market Fund.

Mr. Sandeep Agarwal

Mr. Agarwal is the Senior Fund Manager – Debt at Sundaram Mutual.

He is a B. Com Graduate, a Chartered Accountant from the ICAI as well as Company Secretary from the ICSI.

He has more than 12 years of experience in Fund Income Space. Earlier he has been associated with Sundaram Mutual since October 2010 as a Dealer – Fixed Income. Later, he moved into active fund management in June 2012.

Also, his work experiences include Deutsche Asset Management as a Management Trainee – Fixed Income.

He currently manages the Sundaram Equity Hybrid Fund (Debt) and Sundaram Short Term Credit Risk Fund also

He also co-manages the following funds:

1. The Sundaram Corporate Bond Fund and Sundaram Medium-term Bond Fund.
2. The Sundaram Short-term Debt Fund, Sundaram Debt Oriented Hybrid Fund.
3. Sundaram Banking and PSU Debt Fund, Sundaram Money Market Fund.
4. Sundaram Fixed Term Plans, Sundaram Overnight Fund, Sundaram Ultra Short-Term Fund.

Mr Dwijendra Srivastava

Mr Srivastava is the Chief Investment Officer – Debt at Sundaram Mutual Fund and he was with the fund house since 2010. He has more than two decades of experience in the debt market. Prior to joining Sundaram AMC, he worked with Deutsche Asset Management, JM Financial Asset Management and Tata Asset Management. Moreover, in March 2015, he was awarded Best Fund Manager – Debt by Outlook Money. He is a CFA, and also holds PGDM (Finance) & Bachelor of Technology (Textile Technology) degree.

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