SUNDARAM MUTUAL FUND

PRESENTED BYHARSH ADHIYA- 01KESHAV AGARWAL- 02NEIL GALA- 09ABHISHEK OZA- 20YATIN PRABHU-25DHAVAL SOLANKI-29

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.

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

KEY STRENGTHS:

Robust and transparent investment process

Basket of clearly defined products

Emphasis on research Customer centric processes

EQUITY PRODUCTS OF SUNDARAM MUTUAL FUND

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

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.

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

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

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.

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