As an investor, you must be exploring new avenues to build wealth as the Indian market keeps evolving. Fund houses are continually reshaping their strategies to help investors develop their financial resilience. Sundaram Mutual Fund, one of the leading AMCs in India, continues to maintain its disciplined approach to investment.
In recent years, it has incorporated a number of new-age strategies that help retail investors create wealth with efficiency. In this blog, we have discussed some of these strategies that are shaping thousands of portfolios.
A Quick Overview of Sundaram Mutual Funds
Sundaram MF is part of the Sundaram Finance Group that carries a legacy of more than 65 years. This fund attracts both growth-oriented and conservative investors with its bottom-up stock selection philosophy.
The strong research and financial prudence of the fund managers associated with Sundaram Mutual Fund help investors create long-term value. The AMC has been consistent with its goals. Most of their funds weather different market cycles and remain sustainable across the longer horizon.
Sundaram Mutual Funds appeals to retail investors with its transparency and steady performance. Investors can choose mutual funds across different market caps and thematic funds.
New Age Strategies Adopted by Sundaram Mutual Funds
Take a look at the effective new-age strategies that Sundaram Mutual Funds have adopted.
1. Theme-Led and Factor-Based Investing
Sundaram Mutual Funds have introduced several products based on specific themes and factors. The fund managers look beyond broad-market categories. They have, therefore, come up with funds based on emerging trends like innovation, rural growth, and sustainability. For instance, the Sundaram Consumption Fund is one of the most innovative schemes for investors.
They have also launched products based on factors like value, quality, momentum, and low volatility. The goal of the AMC is to generate more predictable returns for the long term.
2. Active Alpha Through Deep Research and Data Insights
Today, many AMCs are turning to passive and semi-passive strategies. However, the investment philosophy of Sundaram Mutual Fund continues to revolve around active fund management. The fund house works with seasoned data analysts capable of mapping the industry. With competitive benchmarking and trend forecasting, fund managers can identify Alpha opportunities early.
The idea is to invest ahead of the curve to outperform the benchmark. Along with strong due diligence, this approach opens up the potential to stream in superior returns down the horizon.
3. Stronger Risk Management Frameworks
Risk management is an integral part of the new-age investment strategy adopted by Sundaram Finance. The fund managers don’t react to volatile markets. They have formulated effective strategies to anticipate movements. The fund house deploys advanced analytics, including:
· Scenario analysis
· Stress testing
· Macro trend evaluation
· Liquidity screening
The fund house also diversifies its assets across various sectors, themes, and market caps. This strategy prevents sudden dips in portfolios when markets behave unpredictably. First-time and conservative investors, therefore, trust Sundaram Mutual Funds.
4. Use of Technology in Fund Management
Experienced fund managers working with Sundaram Mutual Funds deploy various technologies to manage the assets. These include predictive analytics and automated reporting systems, along with technologies that support crucial investment decisions.
As a result of this digital shift, the fund house benefits in three ways:
· Efficient decision making
· Reduced human bias
· Ensuring transparency for investors
Digital tools are further likely to play a bigger role in fund management in the future.
5. Investor Education and Transparency
In recent years, Sundaram Mutual Funds have invested heavily in educating investors. The AMC arranges webinars from time to time, provides simplified guides, and offers various online tools. These financial awareness programs nurture trust and help investors make more informed decisions.
Transparency is yet another factor that encourages investors to make confident choices. They can track their portfolios, performance metrics, and risk levels to map their wealth-building journeys.
Conclusion
Sundaram Mutual Funds has established its legacy with decades of trust and a calculated approach to investment. However, this doesn’t make their approach to wealth management old-school. Fund managers associated with this AMC deploy innovative strategies and strong risk control measures as a part of their commitment to help investors grow their wealth.
You may be a conservative investor or a young professional planning to get started. In any case, open a demat account and invest in the most appropriate scheme based on your expectations and risk tolerance.
