SUNDARAM MF

1. SUNDARAM MUTUAL FUND
PRESENTED BY
HARSH ADHIYA- 01
KESHAV AGARWAL- 02
NEIL GALA- 09
ABHISHEK OZA- 20
YATIN PRABHU-25
DHAVAL SOLANKI-29

2. INTRODUCTION: WHAT IS A MUTUAL FUND?
 A mutual fund is a pool of money from numerous investors who wish to save.
Investing in a mutual fund can be a lot easier than buying and selling individual
stocks and bonds on your own.
 Each fund's investments are chosen and monitored by qualified professionals who
use this money to create a portfolio.
 By investing in mutual funds, you could diversify your portfolio across a large
number of securities so as to minimize risk. There are many different types of
mutual funds, each with its own set of goals.

3. SUNDARAM MUTUAL FUND
 Sundaram Asset Management Company is the investment manager to Sundaram
Mutual Fund. Founded 1996, Sundaram Mutual is a fully owned subsidiary of one of
India's oldest NBFCs - Sundaram Finance Limited.
 With branches in more than 50 cities across the country, Sundaram Asset
Management Company Limited features 16 thoroughly researched and top class
equity funds and 6 products in the fixed income category, to go well with every
investment need.
 This fund house is comprised of a group of financial experts, having comprehensive
knowledge of global economic trends and the Indian markets.
 Research and evaluate various mutual fund schemes in order to provide the
investors with the best returns for their money

4. KEY STRENGTHS:
 Robust and transparent
investment process
 Basket of clearly defined
products
 Emphasis on research
 Customer centric processes

5. EQUITY PRODUCTS OF
SUNDARAM MUTUAL
FUND

6. MARKET CAP BASED FUNDS
SUNDARAM SELECT FOCUS
 Description: The fund has a universe of large caps and will restrict itself to a maximum of
35 stocks at any given point of time.
 The Fund will stay invested up to 100% of investible resources in equities, equity-related
instruments and / or derivatives
 As of now, the fund is focusing on stocks which are candidates of domestic cyclical recovery,
discretionary consumption and government reform. Stocks within these themes are chosen
on a bottom up basis with an overlay of GARP.
 Suitability: Investors looking for a large cap diversified fund

9. SUNDARAM S.M.I.L.E
 Description: The fund is ideally suited as part of an investor’s diversified portfolio where
it can provide superior risk adjusted returns. Investment are suitable for investors with a
three to five year horizon.
 The stock selection is a bottom-up approach using in-house research and driven by 5S
approach – simple business, scalable opportunity, sound management, sustainable
competitive advantages, steady and sustainable cash flows – with Growth at a
Reasonable Price (GARP) philosophy.
 Suitability: This fund is suitable for investors who are seeking high returns and whose risk
profile suits the volatility of a small cap fund.

12. THEME BASED FUNDS
SUNDARAM RURAL INDIA FUND
 Description: Sundaram Rural India Fund invests in India’s most enduring theme – rural
growth and prosperity.
 With the Government’s increased focus on the Rural sector, the Fund is well positioned to
provide appreciable gains for investors with a 2-3 years investment horizon. The Fund has
a healthy mix of large caps and mid and small caps.
 The Plan allocation for the rural development will be Rs. 18,334 cr for the year 2005-06.
 Suitability: The fund is ideally suited as part of a diversified portfolio

15. TAX SAVING FUND
SUNDARAM TAX SAVER
 Description: The fund’s diversified strategy with part exposure to large caps reduces the
volatility of the fund while still capturing a significant part of the upside potential with the
economic recovery gaining strength.
 The fund’s sector allocation is broadly driven by a top down analysis of the economy and
sectors that are relatively attractive with a medium term perspective. Stock selection is
purely a bottom-up approach using in-house research.
 Suitability: Investors looking for a diversified fund with a tilt in allocation towards mid and
small cap For those wanting to avail the benefits u/s 80C of the Income Tax Act

18. BALANCED FUND
SUNDARAM BALANCED FUND
 Description: The fund is ideally suited for an investor who wants both exposure to equity
as well as some stability in the portfolio.
 The fund shall follow a combination of Top-down and Bottom-up approach to investing in
equity and equity related investments.
 The debt portion provides accrual income and the portfolio quality is high with 70% in G
Secs and rest in AAA and AA+ rated corporate bonds.
 Suitability: This fund is suitable for investors who are seeking long term capital growth and
current income through a judicious mix of investments in equity and fixed income
securities.

21. THANK YOU