Sundaram Long Term Tax Advantage Fund Series III – Regular Plan- since Dec 2017

Sundaram Value Fund Series VIII – Regular Plan- since Apr 2018

Sundaram Emerging Small Cap Series 1 – Regular Plan- since Feb 2018

Remember, these funds usually deliver low returns which are only marginally higher than your bank account. They are not suitable if your aim is to build wealth in the long run.

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Sundaram Select Micro Cap Series XVI – Regular Plan- since Apr 2019

Sundaram Multi Cap Fund – Series I – Regular Plan- since Jun 2018

Sundaram Debt Oriented Hybrid Fund- since Jul 2010

Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Sundaram Emerging Small Cap Series V – Regular Plan- since Jul 2018

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI – Regular Plan- since Apr 2019

Experience:Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Sundaram Select Micro Cap Series XVII – Regular Plan- since Sep 2017

Sundaram Long Term Tax Advantage Fund Series IV – Regular Plan- since Apr 2019

Sundaram Long Term Micro Cap Tax Advantage Fund Series III – Regular Plan- since Aug 2016

Sundaram Banking & PSU Debt Fund – Regular Plan- since Jul 2010

Sundaram Emerging Small Cap Series VII – Regular Plan- since Sep 2018

Sundaram Infrastructure Advantage Fund – Regular Plan- since Jul 2020

Sundaram Diversified Equity Fund- since Jul 2020

Sundaram Long Term Tax Advantage Fund Series I – Regular Plan- since Apr 2018

Sundaram Equity Fund – Regular Plan- since Aug 2019

Sundaram Emerging Small Cap Series VII – Regular Plan- since Apr 2019

Sundaram Select Micro Cap Series XII – Regular Plan- since Jan 2017

Address:303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016

Sundaram Select Micro Cap Series XI – Regular Plan- since Dec 2016

Sundaram Select Micro Cap Series XV – Regular Plan- since Apr 2019

The Risk Measures have been calculated using calendar month returns for the last three years.

They are usually suitable to park your money for a period ranging between three months to a year. However, we believe that liquid funds, which have a similar risk-return payoff, are a better alternative for most investors for such a time frame. Arbitrage funds may have some appeal for those who are in the highest tax bracket, given the preferential tax treatment of these funds.

Sundaram Short Term Debt Fund- since Jul 2010

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If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.

Experience:Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sundaram Long Term Tax Advantage Fund Series II – Regular Plan- since Apr 2018

Sundaram Emerging Small Cap Series IV – Regular Plan- since May 2018

Sundaram Financial Services Opportunities Fund – Regular Plan- since Jul 2020

Indicates an increase or decrease or no change in holding since last portfolio

Sundaram Equity Fund – Regular Plan- since Aug 2019

Sundaram Emerging Small Cap Series IV – Regular Plan- since Apr 2019

Sundaram Money Fund – Regular Plan- since Jul 2010

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.

Sundaram Emerging Small Cap Series VI – Regular Plan- since Aug 2018

Sundaram Emerging Small Cap Series 1 – Regular Plan- since Apr 2019

PGDM (Finance) and CFA.Sundaram Emerging Small Cap Series III – Regular Plan- since Apr 2018Sundaram Emerging Small Cap Series V – Regular Plan- since Apr 2019Sundaram Debt Oriented Hybrid Fund- since Dec 2017Sundaram Select Micro Cap Series XIV – Regular Plan- since Apr 2017Sundaram Long Term Tax Advantage Fund Series III – Regular Plan- since Apr 2019Sundaram Multi Cap Fund – Series I – Regular Plan- since Jul 2020Sundaram Multi Cap Fund – Series II – Regular Plan- since Jul 2018Sundaram Select Micro Cap Series XVI – Regular Plan- since Aug 2017Know moreSundaram Equity Savings Fund – Regular Plan- since Nov 2018Sundaram Long Term Micro Cap Tax Advantage Fund Series VI – Regular Plan- since Jun 2017Education:Mr. Bharath is a B Com (H),arbitrage strategies which fully offset the equity exposure and investments in debt instruments.Sundaram Value Fund Series VII – Regular Plan- since Apr 2018Sundaram Emerging Small Cap Series II – Regular Plan- since Mar 2018Sundaram Emerging Small Cap Series III – Regular Plan- since Apr 2019Sundaram Balanced Advantage Fund – Regular Plan- since Feb 2020Sundaram Select Micro Cap Series XVII – Regular Plan- since Apr 2019the fund house also deducts a TDS of 10% before distributing the dividend.Sundaram Low Duration Fund – Regular Plan- since Jul 2010Sundaram Long Term Micro Cap Tax Advantage Fund Series III – Regular Plan- since Apr 2019The Scheme seeks to generate income with minimal volatility by investing in equity,arbitrage strategies which fully offset the equity exposure and investments in debt instruments.Sundaram Select Micro Cap Series XV – Regular Plan- since May 2017Sundaram Corporate Bond Fund – Regular Plan- since Jul 2010Experience:Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.Education:Mr. Seksaria is CS,CA & has done MBA from IIM AhmedabadSundaram Select Micro Cap Series XI – Regular Plan- since Apr 2019Sundaram Rural and Consumption Fund – Regular Plan- since Apr 2018Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further,000 in a financial year,and earn their returns through the price differential between a stock and its futures. You can expect to earn better returns than what you would get from a bank account.Sundaram Medium Term Bond Fund – Regular Plan- since Jul 2010Sundaram Services Fund – Regular Plan- since Aug 2018Sundaram Diversified Equity Fund- since Jul 2020Sundaram Long Term Micro Cap Tax Advantage Fund Series IV – Regular Plan- since Sep 2016Sundaram Emerging Small Cap Series II – Regular Plan- since Apr 2019Sundaram Value Fund Series IX – Regular Plan- since Apr 2018Sundaram Long Term Micro Cap Tax Advantage Fund Series V – Regular Plan- since Apr 2019Your saving habit,when combined with the knowledge of investing wisely,if an investors dividend income exceeds Rs. 5,can help you create a corpus of Rs 1 crore. Want to know how?The Scheme seeks to generate income with minimal volatility by investing in equity,MBA and ICWA.Sundaram Balanced Advantage Fund – Regular Plan- since Feb 2020Copyright © Value Research India Private Limited 2020. All rights reserved.Sundaram Equity Savings Fund – Regular Plan- since Jul 2020Sundaram Smart NIFTY 100 Equal Weight Fund – Regular Plan- since Jul 2020Sundaram Long Term Tax Advantage Fund Series IV – Regular Plan- since Mar 2018Sundaram Value Fund Series X – Regular Plan- since Apr 2018Sundaram Multi Cap Fund – Series II – Regular Plan- since Jul 2020Sundaram Infrastructure Advantage Fund – Regular Plan- since Apr 2019Personal finance advice and mutual fund ideas delivered to your inbox everyMondayExit Load change in Schemes of Sundaram Mutual FundThe risk of incurring a loss in these funds over the said time frame is low but they do not guarantee returns or safety of capital.Arbitrage funds invest in equity shares and derivatives,Education:Mr. Srivastava is B.Tech ,

Sundaram Value Fund Series III – Regular Plan- since Apr 2018

Sundaram Long Term Micro Cap Tax Advantage Fund Series V – Regular Plan- since Mar 2017

Sundaram Bluechip Fund – Regular Plan- since Sep 2020

Sundaram Equity Savings Fund – Regular Plan- since Nov 2018

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV – Regular Plan- since Apr 2019

Sundaram Select Micro Cap Series XIV – Regular Plan- since Apr 2019

No tax is to be paid as long as you continue to hold the units.

Sundaram Rural and Consumption Fund – Regular Plan- since Jul 2020

Sundaram Smart NIFTY 100 Equal Weight Fund – Regular Plan- since Apr 2018

Sundaram Select Micro Cap Series XII – Regular Plan- since Apr 2019

Address:Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai – 600014

Sundaram Emerging Small Cap Series VI – Regular Plan- since Apr 2019