Sundaram Mutual Fund is managed by Sundaram Asset Management Company Ltd., a part of the Chennai-based Sundaram Finance Group. Known for its strong equity research and fund management expertise, it offers a broad spectrum of mutual fund schemes catering to retail and institutional investors.

Yes. Sundaram Mutual Fund is registered with the Securities and Exchange Board of India (SEBI) and operates under full regulatory compliance.

Sundaram Mutual Fund offers:

• Equity Funds

• Debt Funds

• Hybrid Funds

• ELSS (Tax-saving Funds)

• Liquid & Overnight Funds

• Index Funds

• Fixed Maturity Plans (FMPs)

• International Funds

You can invest via:

• Sundaram Mutual Fund Website

• Mutual fund distributors or agents

• CAMS/KFinTech service portals

• Banks and registered advisors

• Direct plan option via AMC for lower expense ratios

• Lump Sum: ₹5,000 (typically)

• SIP (Systematic Investment Plan): Starts from ₹100 or ₹500/month depending on the scheme

Yes. SIP is available for most schemes, allowing investors to invest small amounts regularly and build wealth over the long term.

Yes. Open-ended schemes allow redemption at any time (subject to exit load if applicable). Funds are typically credited within 1–3 working days.

Yes. Mutual fund returns are taxed as follows:

• Equity Funds:

  • STCG (<1 year): 15%

  • LTCG (> ₹1 lakh/year): 10%

• Debt Funds:

  • Taxed at your income slab rate (as per 2023 rules)

Yes. Sundaram Tax Saver Fund is an ELSS scheme that qualifies for deductions under Section 80C, with a 3-year lock-in period.

Yes. You must complete KYC (Know Your Customer), including verification of PAN, address, and identity. e-KYC can be done online.

Yes. NRIs can invest in Sundaram Mutual Funds, subject to FEMA and RBI regulations. However, certain schemes may not be available to NRIs from USA or Canada.

Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.

• Mutual Fund Investments (SIP/Lump Sum)

• Tax-saving (ELSS) Planning

• Retirement Planning

• Children’s Education Funds

• Portfolio Reviews & Risk Analysis

• Customer Support & Documentation Assistance

• Expert guidance by experienced professionals

• Tailored investment suggestions

• One-stop support for KYC, SIP, withdrawals, and tracking

• No hidden charges – commission-based AMC model

You can reach us via:

• 📞 Phone: +91 9304530421

• 📧 Email: financefuture@matrixxfincorp.com

• 🌐 Website: matrixxfincorp.com

• 🏢 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.

No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.

Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.