\r\n Resend in \r\n \r\n 00:\r\n {counter}{\" \"}\r\n \r\n Seconds\r\n
\r\nYou will be redirected to a different page for making the\r\n
payment towards the transaction!\r\n
\r\n
\r\n SECOND APPLICANT DETAILS\r\n
\r\n \r\nThe requested resource can not be found on this server.
\r\n\r\n\r\n The reference no. for this transaction is\r\n {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Appno}`} for\r\n your transaction in\r\n \r\n {` Sundram Mutual Fund `}\r\n \r\n submited on\r\n \r\n {/* {moment.parseZone(refNo?.Tr_ent_dt).format(\"LLL\")} */}\r\n \r\n .\r\n
\r\n We request you to please note this number carefully for future\r\n reference.\r\n \r\n
\r\n The allotment of units will be based on the applicable NAV\r\n of the Scheme as per the time of your transaction and\r\n receipt of funds for your transactions in line with SEBI\r\n guidelines.\r\n
\r\n\r\n In case, you have any query, please call us at our\r\n number\r\n {` 1232456`} .\r\n Alternatively, you may email us at\r\n \r\n {/* {` customerservices@sundarammutual.com or service_jmf@kfintech.com`}{\" \"} */}\r\n {\" \"}\r\n by mentioning the subject line as, ‘Transaction reference\r\n number{\" \"}\r\n {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Appno}`}'.\r\n
\r\nThe PAN entered is not KYC compliant.\r\n
\r\n\r\n {/* Kindly note that all Applicants need to be KYC Compliant for making investments in Mutual\r\n Fund schemes. You can complete the KYC Compliance procedure through the e-KYC facility by\r\n following simple steps and providing requisite credentials. */}\r\n\r\n All applicants need to be KYC compliant to invest in Mutual Funds. Since your PAN is not KYC Compliant, please complete eKYC. {\" \"}\r\n showNext('showDesclaimer')} className=\"aTag\">\r\n Click\r\n Here\r\n to create a new folio.\r\n
\r\nDear Investor,
\r\n\r\n Welcome to the Aadhaar Paperless e-KYC process. As you are aware that KYC Compliance is\r\n mandatory for making investments in Mutual Fund schemes, hence all applicants who are not\r\n KYC Compliant will require to go through the KYC procedure.\r\n
\r\n\r\n During the process, if any interruption has occurred due to any technical reasons like\r\n internet problem, power failure, server’s not responding, or any other reasons etc, it will\r\n necessitate to re-do the entire process again.\r\n
\r\n\r\n Further, also note that in case of any technical glitch during the KYC process, the process\r\n can get in to abeyance due to validation reasons and in absence of any information on\r\n success or failure of the process, the process can be performed again after 4 business days.\r\n
\r\n\r\n \r\n We request your attention on the essentials that will be required before you\r\n begin-\r\n \r\n
\r\n\r\n 1. It is requested to keep handy all requisite credentials as given in Aadhaar database. For the purpose of verification, you will be prompted to upload PAN card copy and the Address proof document that will be used by you during the KYC process. You will also be requested to upload the cancelled cheque copy which has your specimen signature. These documents will be used for authentication during the process.\r\n
\r\n\r\n Kindly upload the said required documents as and when asked for/prompted during the KYC process. You will also be prompted to click your photo during the process.\r\n
\r\n\r\n\r\n 2. During the online process, the navigation will redirect you to the UIDAI page. Here, we request your attention to take note that the UIDAI page is not compatible with any mobile device. This is a crucial process and can be only completed with a Laptop or Desktop enabled with Microphone and Front Camera or a Webcam.\r\n
\r\n\r\n\r\n 3. On this Screen, your credentials will appear along with auto populated data fetched from UIDAI. For the data not fetched from UIDAI, you will be required to input the mandatory fields to proceed further. You will also be prompted to upload the XML file as stated in requirement ‘E’ above.\r\n
\r\n\r\n 4. Applicant is required to e-Sign the PDF document (KYC application) generated based on the information & documents uploaded. Investor will be redirected to NSDL ESP page to sign on the PDF document.\r\n
\r\n\r\n 5. Upon successful e-sign, you will be redirected to complete the Investment. For any reason if the Investment is not made, the AMC reserves the right to reject the paperless KYC process.\r\n
\r\n\r\n\r\n 6. You will be required to provide your consent for having read the terms and conditions, to proceed further.\r\n
\r\nI have read the above procedure. Kindly\r\n click here to initiate the Video e-KYC.\r\n
\r\n{errormsg}
\r\n }\r\n\r\n THIRD APPLICANT DETAILS\r\n
\r\n \r\n\r\n Please note this is the reference number :{\" \"}\r\n AFD1G125887747 of your\r\n transaction in{\" \"}\r\n \r\n {sipCartDataStateValue.get().length !== 0 ? sipCartDataStateValue.get().map((item) => (\r\n {item.schemeName} - {item.schemePlan} - {item.schemeOptions},\r\n )) : <>}\r\n {\" \"}\r\n on {getDateFunc()} for your Online Purchase.
\r\n We request you note this number carefully for future references.\r\n
\r\n Once you click ‘Submit’ button, you will be redirected to the\r\n payment gateway to make your online purchase.\r\n
\r\n\r\n Allotment of units will be based on the applicable NAV of the\r\n Scheme.\r\n
\r\n If you have any queries, please call us on Customer Service Center\r\n on 1800 - 2090- 777 or\r\n please email us at{\" \"}\r\n customercare@sundaram.com{\" \"}\r\n mentioning the subject line as, ‘Transaction reference number\r\n XXXXXXXXXX\r\n
\r\n YOUR INVESTMENT SUMMARY\r\n
\r\n\r\n Disclaimer: users\r\n may note that there may be a time lag between the time a transaction\r\n is completed and before it appears ion your account information.\r\n Please note that your transaction would be processed on the business\r\n day your funds are credited to your bank account. Should you require\r\n any clarifications please contact{\" \"}\r\n \r\n customercare@sundarammutual.com\r\n \r\n
\r\n\r\n {item.schemeName} - {item.schemePlan} -{\" \"}\r\n {item.schemeOptions}\r\n
\r\nFrequency :
\r\n\r\n {item.sipFrequency}\r\n
\r\nSIP Start Date :
\r\n\r\n {item.sipStartDate}\r\n
\r\nSIP Date :
\r\n{item.sipDate}
\r\nSIP End Date :
\r\n{item.sipEndDate}
\r\nAmount :
\r\n\r\n ₹ \r\n {separator(item.sipAmount)}\r\n
\r\nNo. of Installments :
\r\n{item.installment}
\r\nNo Schemes Found
\r\n\r\n Total Investment Amount :{\" \"}\r\n ₹ {separator(totalAmount)}\r\n
\r\n\r\n Please note this is the reference number :{\" \"}\r\n AFD1G125887747 of your\r\n transaction in{\" \"}\r\n \r\n Sundaram Hybrid Equity Fund - Direct - Growth\r\n {\" \"}\r\n on Thursday, November 5, 2020 for your Online Purchase.
\r\n We request you note this number carefully for future references.\r\n
\r\n Once you click ‘Submit’ button, you will be redirected to the payment\r\n gateway to make your online purchase.\r\n
\r\n\r\n Allotment of units will be based on the applicable NAV of the Scheme.\r\n
\r\n If you have any queries, please call us on Customer Service Center on{\" \"}\r\n 1800 - 2090- 777 or please\r\n email us at{\" \"}\r\n customercare@sundaram.com{\" \"}\r\n mentioning the subject line as, ‘Transaction reference number XXXXXXXXXX\r\n
Please check the following details. If the details displayed below are correct click the ‘Confirm’ button. On your confirmation aan e-maill will be sent to your registered e-mail address
\r\n \r\n {\r\n paymentData.length !== 0 ? paymentData.map((item, index) =>\r\n (\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID\r\n
\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID\r\n
\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID\r\n
\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID.\r\n
\r\n\r\n YOUR DETAILS\r\n
\r\n \r\n\r\n {/* Welcome to SUNDARAM MUTUAL FUND! */}\r\n
The given contact details do not match with any of the folios available for the PAN \r\n {' '}{form.pan}.\r\n\r\n
\r\n Would you like to create an account to invest with us ?\r\n
\r\n The contact details do not match with existing records. \r\n
Do you wish to update the contact details? \r\n
\r\n The contact details do not match with existing records for the given PAN!
\r\n Do you want to update it? \r\n
Terms, Conditions and Disclaimers
\r\n Please read these Terms, Conditions and Disclaimers (\"hereinafter referred to as \"terms and conditions\") carefully. The terms and conditions contained herein apply to this website of Sundaram Asset Management Company Limited (SAMCL), with its registered office located at 21, Patullos Road, Chennai 600 002. Please refer to the website for more information about SAMCL – www.sundarammutual.com\r\nUse of this website
\r\n The information and data contained in this Website does not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Sundaram Mutual Fund in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information and data herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Sundaram Mutual Fund to any person in the United States of America ('USA')/Canada. By entering this Website or accessing any information and data contained in this website, you hereby confirm that you are not a US. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. You hereby confirm that you are not giving a false confirmation and/or disguising your country of residence. You agree and acknowledge that Sundaram Mutual Fund / SAMCL is relying upon your confirmation and in no event shall the directors, officers, employees, trustees, agents of SAMCL, its associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided herein.\r\nProspectus
\r\n The Schemes of Sundaram Mutual Fund are offered through the Scheme(s) Offer Document / Statement of Additional Information/ Key Information Memorandum, which can be obtained from any Sundaram Mutual Fund office/ Investor Service Centres / Collection centres at addresses specified therein or can be directly downloaded from this website. We recommend that investors read the same carefully before making any investment. The offering of participating units in Scheme(s) may be legally restricted in your jurisdiction. Before investing in any Scheme(s), we recommend that you inform yourself or seek appropriate advice about applicable laws and regulations in your jurisdiction, tax consequences and foreign-exchange restrictions or exchange-control requirements which may be relevant for an investment in a Scheme(s).\r\nExclusion of liability
\r\n Neither SAMCL nor any of its affiliates, subsidiaries, employees, agents or sub-contractors shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits (even if SAMCL is advised of the possibility thereof) arising in any way from (i) the information contained on this website (ii) any information transmitted via this website or (iii) the functioning or non-availability of this website (iv) any action or decision made by you in reliance on the website or its information, (v) any unauthorized use or reproduction of the website or its information, even if we have been advised of the possibility of these damages. SAMCL is not liable for any damages or losses that may be caused to any equipment and other software due to any viruses, defects or malfunctions in connection with access or use of this website. This exclusion of liability is also made for the benefit of directors and employees of SAMCL and its affiliates and subsidiaries.\r\nCommunication online
\r\n By transmitting information via this website, you accept the risk that the information you transmit to us and any information that we transmit to you may be intercepted and modified by a third party. Messages that you send to us by e-mail may not be secure. We recommend that you do not send any confidential information to us by e-mail. If you choose to send any confidential information to us via e-mail, you accept the risk that this information may be intercepted and modified by a third party.\r\nInformation provided by third parties
\r\n This Site may provide you with access to other websites (\"Local Site\"). Each Local Site will be governed by local terms and conditions in addition to these terms and conditions. Please read the Local Site terms and conditions carefully before using the Local Site. This website may refer to information provided by third parties via hyperlinks or other means. SAMCL has not verified whether such information is reasonable, accurate, reliable, complete or up-to-date. Links to other sites do not constitute SAMCL approval or endorsement of such sites or its products or advertisements. SAMCL is not liable for any such information provided by third parties.\r\nSoftware
\r\n Links to downloadable software sites are for convenience only and we are not responsible or liable for any difficulties or consequences associated with downloading software's. Use of any downloaded software is governed by the terms of the license agreement, if any, which accompanies or is provided with the software.\r\nNo warranties
\r\n We provide the website and its information on an \"as is\" basis and do not make any express or implied warranties, representations, endorsements or conditions with respect to the website or its information, including without limitation, warranties as to merchantability, operation, non-infringement, usefulness, completeness, accuracy, correctness, reliability and fitness for a particular purpose. The use of this website is at your sole risk. We shall not be liable for any loss or damage whatsoever and howsoever arising as a result of your use of or reliance on the information contained on this website.\r\nInteractive Services
\r\n This website may contain one or more of the following interactive services: bulletin boards, chat areas, news groups, forums, and/or other message or communication facilities. You agree to use such services only to send and receive information and material that are proper and related to the particular service, area, group, forum, or other information or communication facility. In addition to any other terms or conditions of use of any bulletin board services, chat areas, news groups, forums, and/or other message or communication facilities, you agree that when using one, you will not:\r\nTrademarks and Copyrights
\r\n SAMCL, or the relevant owner, retains all rights (including copyrights, trademarks, patents as well as any other intellectual property right in terms of compliance with relevant Laws, regulations etc. as may be applicable from time to time) in relation to all information contained on this website (including all texts, graphics and logos). You do not receive any licence in relation to such information except for the limited purpose of online accessing and viewing of this website. You may not copy, publish, distribute or reproduce any of the information contained on this website in any form without the prior written consent of SAMCL or the appropriate consent of the owner.\r\nNo Endorsements
\r\n No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on our website. You agree to indemnify and hold us harmless of any liability, loss, claim and expense, including reasonable attorney's fees, related to your violation of these Disclaimers.\r\nGoverning Law
\r\n SAMCL controls and maintains this website from Chennai (India) and makes no representation that the information provided on or via this web site is appropriate or available for use in other locations. If you use this web site from other locations, you are responsible for compliance with applicable local laws.\r\n\r\n These terms and conditions are governed by the laws of India without giving effect to any principles of conflicts of laws. The courts of Chennai jurisdiction will have exclusive jurisdiction in respect of any dispute, which may arise out of or relating to the use of this website.\r\nAmendments
\r\n SAMCL reserves the right to change the information provided on or via this website, including the terms and conditions of this Disclaimer, at any time and without notice. It is recommended that you review the information provided on or via this website, including the terms and conditions, periodically for changes. Further, your continued access or use of the website will mean that you agree to any changes.\r\nReferences
\r\n References to 'you, 'your' and yours' are references to the person(s) accessing this website.Miscellaneous
\r\n No delay or failure by us to exercise any of our powers, rights or remedies under the terms and conditions of this website shall operate as a waiver of them, nor shall any single or partial exercise of any such powers, rights or remedies preclude any other or further exercise of them. Any waiver to be effective must be in writing. The remedies provided in the terms and conditions of this website are cumulative and not exclusive of any remedies provided by law.| Transaction Type(P/S/A) | \r\nNA | \r\n
|---|---|
| Scheme | \r\nNA | \r\n
\r\n Happy to welcome you back to Account Creation with Sundaram Mutual Fund! \r\n
\r\n\r\n Click:
Yes to continue from where you left last,
\r\n No to clear all the data entered earlier and start afresh !\r\n
\r\n Folio(s) already available with us for your PAN!
\r\n You may please Signup with us to start Investing!
\r\n Alternately, you can also use the Login with PAN facility and do the transaction\r\n
\r\n You have already signed up with us!
\r\n You may please use your existing login credentials and continue to Invest with us !! \r\n
\r\n Disclaimer: If you wish to modify any of the KRA related data, you are requested to submit a duly signed service request form to the nearest branch. If you have already submitted request to KRA, you may click the \"Refresh KRA data\" button at the bottom of this page, which will fetch the details and update it here, if the same is approved by KRA.
\r\n\r\n
It's essentially a one-stop shop for all your requirements! Get started now!
\r\n // \r\n // )\r\n const steps = [\r\n {\r\n title: \"Personal Details\",\r\n },\r\n {\r\n title: \"Investment Details\",\r\n },\r\n {\r\n title: \"Bank Details\",\r\n },\r\n {\r\n title: \"Payment Details\",\r\n }\r\n ];\r\n const [activeStep, setActiveStep] = useState(0);\r\n const onStepClick = (index) => {\r\n if(index <= step - 1){\r\n setActiveStep(index)\r\n setStep(1 + index)\r\n }else{\r\n if(index == 1){\r\n if(investment.lumpsumCart.length){\r\n setActiveStep(index)\r\n setStep(1 + index)\r\n }\r\n }\r\n if(index == 2){\r\n if(personal.isBankBack){\r\n setActiveStep(index)\r\n setStep(1 + index)\r\n }\r\n }\r\n if(index == 3){\r\n if(personal.isBankBack){\r\n setActiveStep(index)\r\n setStep(1 + index)\r\n }\r\n }\r\n }\r\n }\r\n useEffect(() => {\r\n if(step === 2){\r\n setActiveStep(1)\r\n }\r\n if(step === 3){\r\n setActiveStep(2)\r\n }\r\n if(step === 4){\r\n setActiveStep(3)\r\n }\r\n }, [step])\r\n return (\r\n\r\n Name:\r\n {personal.name}\r\n
\r\n\r\n PAN:\r\n {personal.pan}\r\n
\r\n {/*\r\n Mode of Holding:\r\n {personal.modeOfHolding}\r\n
*/}\r\n {cart?.length ? \r\n\r\n Scheme ({`${index + 1}/5`}){'#'}{item.investment_through ===\"distributorArn\" ? item?.arnCode : item.investment_through ===\"ria\" ? item.riaCode: \"Direct\"} {' '}\r\n {\r\n item.investment_through === \"ria\" ? \"\" :\r\n item.cartType === \"lumpsum\" || item.cartType === \"sip\" ?\r\n item.ModeOfHolding ? item.ModeOfHolding === \"Either or Survivor\" ? \"AorS\" : item.ModeOfHolding : '' : ''\r\n }\r\n
\r\n {(investment.investmentEdit) ? \"\" :\r\n\r\n {/* || step !== 2 */}\r\n onEdit(index)} >
{ toTitleCase(item.SchemeName)} - {item.SchemePlanName} - {item.SchOptionName}
\r\nOnly 03 Steps Left
\r\n\r\n NOTE: BankDetails will be verified through PennyDrop Services, Which internally Verifies PAN, Name, Registered Mobile No, Account Number, and IFSC of the Primary Holder\r\n
\r\n\r\n NOTE: JPG/JPEG/PNG less than 2MB is Accepted
\r\n {/*INFO: Cheque image uploaded successfully! To upload a different image, please click the Save and Proceed button again.
\r\n :\"\"}\r\nNOTE:{\" \"}
\r\n\r\n SIP installments will commence on chosen date falling after {sipdates?.mingap} calendar days from current date.\r\n
\r\n\r\n
\r\n Resend OTP in \r\n \r\n 00:\r\n {counter < 10 ? `0${counter}` : counter}{\" \"}\r\n \r\n Seconds\r\n
\r\nNote: Relationship flag is displayed on the basis of details provided earlier. This information may be changed as applicable.
\r\nInvesting Through*
\r\nPlease click on \"Save and Proceed\" to go to checkout page.
\r\n }\r\n {/*\r\n Type of Investment*\r\n
\r\n\r\n Scheme Category *\r\n
\r\n\r\n Select Scheme *\r\n
\r\n\r\n Minimum Amount\r\n
\r\n\r\n {toIndianCurrency(data.minAmount)}\r\n
\r\n\r\n Cut-off Time\r\n
\r\n\r\n {data.cutOffTime}\r\n
\r\n\r\n // Scheme Category *\r\n //
\r\n //\r\n // Select Scheme *\r\n //
\r\n //SIP DETAILS
\r\n //\r\n Gross Annual Income*\r\n
\r\n {/*\r\n (Gross Annual Income of Guardian in case First Applicant is\r\n minor)\r\n
*/}\r\n\r\n Gross Annual Income*\r\n
\r\n {/*\r\n (Gross Annual Income of Guardian in case First Applicant is\r\n minor)\r\n
*/}\r\n\r\n { index === 0 ? \r\n (form[\"occupationError\"] || form[\"grossIncomeError\"] || form[\"statusError\"] || form[\"occupationTypeError\"] || form[\"categoryError\"])\r\n &&
\r\n { index === 0 ? \r\n (form[\"ftcaCountryOfBirthError\"] || form[\"ftcaCountryOfCitizenError\"] || form[\"ftcaTaxResidentError\"] || form[\"ftcaForeignTaxIdTypeError\"] || form[\"ftcaForeignTaxIdError\"])\r\n &&
Nominee Details
*/}\r\n\r\n \r\n Please {personal.nomineeEdit ? \"update\" : \"enter\"} details of the\r\n {(personal.nomineeEdit ? personal.nomineeEditIndex === 0 : personal.nomineeData.length == 0) ? \" First\" : (personal.nomineeEdit ? personal.nomineeEditIndex === 1 : personal.nomineeData.length == 1) ? \" Second\" : \" Third\"} nominee\r\n \r\n\r\n{nomineeError.nomineeSameAddress ? nomineeError.nomineeSameAddress :\"\"}
\r\nNominee Guardian Details
\r\n\r\n| Nominee Details | \r\nNominee Guardian Details | \r\n\r\n | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | \r\nName | \r\nPAN | \r\nDOB | \r\nRelationship | \r\nNom % | \r\n\r\nName | \r\nPAN | \r\nDOB | \r\nRelationship | \r\nAction | \r\n|||||
| {index + 1} | \r\n{item?.nomineeName} | \r\n{item.nomineePan ? item.nomineePan : \"NA\"} | \r\n{item.nomineeDoB} | \r\n{item.nomineeRelationship === \"Other\" ? \"Other-\" + item.nomineeRelType : item.nomineeRelationship} | \r\n{item.nomineePercentage} | \r\n\r\n {item.isGuardian ? <>\r\n \r\n{item.guardianName ? item.guardianName : \"NA\"} | \r\n{item.guardianPan ? item.guardianPan : \"NA\"} | \r\n{item.guardianDob ? item.guardianDob : \"NA\"} | \r\n{item.guardianRelationship ? item.guardianRelationship === \"Other\" ? \"Other-\" + item.guardianRelType : item.guardianRelationship : \"NA\"} | \r\n :\r\n <>\r\n{\"NA\"} | \r\n{\"NA\"} | \r\n{\"NA\"} | \r\n{\"NA\"} | \r\n \r\n }\r\n {/* {!item.isGuardian &&} */}\r\n | \r\n {!personal.nomineeEdit &&\r\n \r\n onEdit(index)}>\r\n }\r\n | \r\n
I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio\r\n and understand the issues involved in non-appointment of nominee(s) and further am/are aware that in case of death of all the\r\n account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent\r\n authority, based on the value of assets held in the mutual fund folio.
\r\nI / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio\r\n and understand the issues involved in non-appointment of nominee(s) and further am/are aware that in case of death of all the\r\n account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent\r\n authority, based on the value of assets held in the mutual fund folio.
\r\n\r\n Are you sure to change the selection?
\r\n Please note that
\r\n Clicking Yes will delete all the Nominee details saved already!
\r\n Clicking No will retain the Nominee details and revert the selection! \r\n
| # | \r\nPAN | \r\nName | \r\nGender | \r\nDOB | \r\nPlace of Birth | \r\nAction | \r\n
|---|---|---|---|---|---|---|
| {index + 1} | \r\n{item.pan} | \r\n{item.name} | \r\n{item.gender} | \r\n\r\n {/* {convertDate(item.dob)} */}\r\n {item.dob}\r\n | \r\n{item.pob} | \r\n\r\n {!isEdit && \r\n \r\n onEdit(index)}>\r\n \r\n }\r\n | \r\n\r\n\r\n
\r\n Are you sure to change the selection?
\r\n Please note that
\r\n Clicking Yes will delete all the JointHolder details saved already!
\r\n Clicking No will retain the JointHolder details and revert the selection! \r\n
\r\n Please note this is the Transaction Reference : #{personal.batchNo} of\r\n your transaction Sundaram Mutual Fund on{\" \"}\r\n {format(new Date(), 'dd/MM/yyyy')} for your Online Purchase. We request\r\n you note this number carefully for future references.\r\n
\r\n\r\n Once you click ‘Submit’, you will be sent with an OTP to your\r\n registered mobile number and Email ID.\r\n Please input the OTP to complete the transaction successfully.\r\n
:\r\n\r\n Once you click ‘Submit’, you will be redirected to the payment gateway to complete your purchase.\r\n
\r\n }\r\n\r\n Allotment of units will be based on the applicable NAV of the Scheme. If you have any queries, please call us on 1860 425 7237 or write to us at\r\n customercare@Sundarammutual.com mentioning the subject line as \"Transaction Reference #{personal.batchNo}\". \r\n
\r\n| PAN | \r\n{personal.pan} | \r\n\r\n
|---|---|
| Name | \r\n{personal.name} | \r\n\r\n
| Mobile | \r\n{rForm?.mobile || bRForm?.mobile || personal.mobileNumber} | \r\n
| {rForm?.email.toLowerCase() || bRForm?.email?.toLowerCase() || personal.email?.toLowerCase()} | \r\n\r\n
| Payment Mode | \r\n{modeOfPaymentState.get() === \"netbanking\" ? \"NET BANKING\" : modeOfPaymentState.get() === 'onetimemandate' ? \"OTM\" : modeOfPaymentState.get() === \"neftandrtgs\" ? \"NEFT / RTGS\" : \"UPI\"} | \r\n\r\n
|---|---|
| Bank | \r\n{personal.bankname} - {personal.ifscCode} - {personal.city} | \r\n
| Account No | \r\n{personal.accountNo} | \r\n
| Account Type | \r\n{personal.accountType} | \r\n
| S No. | \r\nScheme | \r\nAmount | \r\nDistributor Details | \r\n||||
|---|---|---|---|---|---|---|---|
| Investing Through | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\nRIA Details | \r\n|||
| {index + 1} | \r\n{toTitleCase(item.SchemeName)} - {item.SchemePlanName} - {item.SchOptionName} | \r\n{toIndianCurrency(item.Amount, 0) } | \r\n{item.investment_through === \"direct\" ? \"Direct\" : item.investment_through === \"distributorArn\" ? \"Distributor\" : \"RIA\"} | \r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subBrokerARN !== \"ARN-\" ? item.subBrokerARN + '-' + item.subARNName : \"-NA-\"} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"Not Selected\" : item.selectEUIN ? item.selectEUIN : item.selectEUINName} | \r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n
| Total Amount | \r\n{toIndianCurrency(totalAmountToPay, 0)} | \r\n
| S No. | \r\nScheme | \r\nSIP Amount | \r\nLumpsum Amount | \r\nFrequency, Instalments Type | \r\nStart Date | \r\nEnd Date | \r\n {/*Instalments Type | */}\r\nDistributor Details | \r\n||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investing Through | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\nRIA Details | \r\n||||||||
| {index + 1} | \r\n\r\n \r\n {toTitleCase(item.SchemeName)} - \r\n {item.SchemePlanName} - {item.SchOptionName}\r\n | \r\n {toIndianCurrency(item.Amount, 0)} | \r\n{item.lumpsumAmountWithSip ? toIndianCurrency(item.lumpsumAmountWithSip, 0) : '-'} | \r\n{(item.SIP_Frequency)} , {item.instalmentsType} | \r\n{(item.SIP_PeriodFrom)} | \r\n{(item.SIP_PeriodTo)} | \r\n {/*{item.instalmentsType} | */}\r\n{item.investment_through === \"direct\" ? \"Direct\" : item.investment_through === \"distributorArn\" ? \"Distributor\" : \"RIA\"} | \r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subBrokerARN + '-' + item.subARNName} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\" : item.selectEUIN ? item.selectEUIN : item.selectEUINName} | \r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n
| Total Lumpsum Amount | \r\n{toIndianCurrency(totalLumpsumAmountToPay, 0)} | \r\n
\r\n Your folio will be created with the contact details provided under Investment Details section as
\r\n Email ID : {rForm?.email.toLowerCase() || bRForm?.email?.toLowerCase()}; Mobile Number : {rForm?.mobile || bRForm?.mobile}
\r\n Folio based transaction related OTPs will be sent to the above contact details.\r\n
\r\n Your login credentials will be based on the contact details provided under Personal Details section
\r\n Login ID : {personal?.verifiedemail.toLowerCase() ? personal?.verifiedemail.toLowerCase() : personal?.email.toLowerCase()}; Mobile Number : {personal?.verifiedmobileNumber ? personal?.verifiedmobileNumber : personal?.mobileNumber}
\r\n Login related OTPs will be sent to the above contact details.\r\n
Click the Proceed button to post the transaction/s and proceed to make the Payment ( or )
\r\n Click the Back button to go back and modify the details.
\r\n Your payment has been processed successfully. Kindly note,\r\n that the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Purchase Transaction.\r\n
\r\n \r\n\r\n Please note this reference number{\" \"}\r\n CFD1A111682906 of\r\n your transaction in{\" \"}\r\n \r\n Sundaram Mutual Cash Management Fund - Direct Plan - Growth\r\n - Growth\r\n {\" \"}\r\n at 29-12-2020 15:31:10\r\n
\r\n \r\n\r\n Thank you for choosing Sundaram Mutual as your investment partner. We will strive to give you the best of our products and services.\r\n
\r\n \r\n\r\n //
\r\n //
\r\n \r\n
\r\n \r\n
\r\n \r\n
\r\n \r\n
\r\n \r\n
As per the SEBI Circular SEBI/HO/MIRSD/FATF/P/CIR/2023/0144 dated Aug 11, 2023, as a part of risk\r\n management framework, the KRAs shall verify the following attributes of records of all clients within 2\r\n days of receipt of KYC records:
\r\n\t\t\tPAN (including PAN Aadhaar linkage), Name, Address and additionally, the mobile\r\n\t\t\t\t number and email ID of the investor.
\r\nIf the KRA is unable to verify the above attributes, such investors shall not be allowed to transact further\r\n until the attributes are verified. Please ensure to provide your valid contact details [Email ID /\r\n Mobile Number] to KRAs.\r\n
\r\n| KYC Status | \r\nInvestments in Existing MF | \r\nInvestments in New MF | \r\nRemediation | \r\n
|---|---|---|---|
| KYC Validated | \r\nNo Impact | \r\nNo Impact | \r\nNot Required | \r\n
| KYC Registered | \r\nNo Impact | \r\nAllowed, fresh set of KYC documents to be submitted every time, when investing in a new MF | \r\nInvestor can do a re-KYC using Aadhaar as an Official Valid Document (OVD) to remediate the\r\n status to KYC validated for seamless transactions in the securities market. | \r\n
| KYC On-Hold / KYC Rejected | \r\nTransactions will not be allowed | \r\nTransactions will not be allowed | \r\n\r\n Investor should do the following to change the status to Registered \r\n
Investors are suggested to do a re-KYC using Aadhaar as an OVD\r\n to remediate the status to KYC validated for seamless transactions in the securities market.\r\n \r\n | \r\n
The Investor must submit valid documents to KRAs to remediate the KYC status to Registered/ Validated.\r\n
\r\nInvestors can go to their respective KRA websites and initiate the modification requests or they can\r\n download the KYC form from the KRA websites and submit it to any of the investor service centers of the AMC/ RTA.\r\n
\r\n\r\nInvestors must follow the steps given for modification. Email/ Mobile number must be validated, and the other\r\n details entered by the investor will be validated by the KRAs with an official data base (such as\r\n Income Tax database for PAN, and UIDAI database for Aadhaar).
\r\nInvestor can use any one of the below given OVDs. Kindly note, only when the Aadhaar is used as an OVD and on\r\n successful validation by the KRA, the KYC status shall be updated as Validated.
\r\n\r\nFollowing headers will be shown and upon click the details and KRA links will be displayed.
\r\n Check your KYC StatusPlease click on the KRA site from the links and options given, input your PAN, and submit it to see your KYC\r\n Status with the details of the proof you have submitted for your KYC.
\r\n\r\nIf the Investor’s KYC status is “Validated”, the Investor can seamlessly transact in the securities market without the\r\n need for resubmission of KYC documents. Otherwise, the Investor needs to do the modification of KYC by submitting\r\n Aadhaar as OVD.
\r\n\r\nThe following KRAs allow their Investor's to remediate the status to KYC Validated through the below links:\r\n
\r\n\r\nCVL KRA \r\n https://validate.cvlindia.com/CVLKRAVerification_V1/ ***Aadhaar should\r\n have been already provided as an OVD, only those investors can validate their KYC using the above\r\n link.
\r\n\r\nCAMS KRA
Please ensure
\r\n\r\nUse the mobile number registered with Aadhaar to validate your details with an the OTP.
\r\nInvestors must enter their PAN, and an OTP will be triggered \r\n validation. Uploading an image of the PAN is mandatory for all modification\r\n requests. If the modification request is for any data other than Father’s-/ Spouse’s Name, Marital Status, Mobile No. and Email ID, investors must mandatorily upload an Officially Valid Documents (OVD) for Address Proof, along with images of their signature images and Photo. While providing Aadhaar as OVD, please ensure to mask the Aadhaar number so that only the last four digits are visible.
\r\nInvestors will be redirected to an e-sign process to complete KYC modification.
\r\nSelf-attested Documents required:
\r\n| KRA Name | \r\nWebsite | \r\nHelpdesk Number | \r\n|
|---|---|---|---|
| CVLKRA | \r\nwww.cvlkra.com | \r\n080-69144848 | \r\ncvlhelpdesk@cvlindia.com | \r\n
| NDMLKRA | \r\nhttps://kra.ndml.in/kra-web/ | \r\n022-4914 2600/ 01/ 02/ 04/ 05/ 06 | \r\ninfo.kra@nsdl.com | \r\n
| CAMSKRA | \r\nwww.camskra.com | \r\n18005726558 (Toll free)\r\n | \r\nenq_kyc@camskra.com | \r\n
| DOTEX KRA | \r\nwww.nsekra.com | \r\n022 - 2659 8182/ 8407\r\n | \r\ndotex_kraops@nse.co.in | \r\n
| KARVY KRA | \r\nwww.karvykra.com | \r\n8121096850/ 8019355102\r\n | \r\n kra@karvy.com \r\n | \r\n
| Folio | \r\nScheme Name | \r\nDue Date | \r\nAmount | \r\nPeriod | \r\n {/*Start Date | \r\nEnd Date | */}\r\n
|---|---|---|---|---|---|---|
| {e.FolioNo} | \r\n{e.NextSIPDate} | \r\n{toIndianCurrency(e.Amount)} | \r\n{e.Frequency} | \r\n {/*{e.jjjj} | \r\n{e.endDate} | */}\r\n
NOTE: When expanding a folio, last 10 transactions will be displayed. For full transaction details, please take the Account Statement with \"Since Inception\" option.
\r\n\r\n\r\n Please find the summary of PURCHASE transactions submitted on \r\n \r\n { sipPaymentDetails.lumpsumPaymentMode === 'OTM' ? moment(new Date()).format(\"DD-MM-YYYY hh:mm A\") : moment.parseZone(saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Tr_ent_dt).format(\"LLL\")}\r\n \r\n \r\n under the folio {investment.selcetedFolio === \"New Folio\" ? \"New Folio\" : investment.selcetedFolio}.\r\n \r\n
The reference number for this transaction/s is {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Batchno}`}. We request you to note this number carefully for future reference.
\r\n\r\n| # | \r\nScheme Details | \r\nAmount | \r\n\r\n
|---|---|---|
| {index + 1} | \r\n\r\n \r\n \r\n {item.SchemeName} - {item.SchemePlanName} - {item.SchOptionName}\r\n \r\n | \r\n {toIndianCurrency(item.Amount, 0)} | \r\n
\r\n The allotment of units will be based on applicable NAV as per date/time of transaction and receipt of credit in line with SEBI guidelines.\r\n
\r\n\r\n In case, you have any query, please call us on\r\n {` 1860 425 7237 `} \r\n or write to us at \r\n \r\n {` customerservices@sundarammutual.com`}{\" \"}\r\n {\" \"}\r\n , with the subject line as \"Transaction Reference Number :\r\n {\r\n // sipPaymentDetails.lumpsumPaymentMode === 'OTM' ? sipPaymentDetails?.kotmpayMode : \r\n `${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Batchno}`}\".\r\n
\r\nPlease update all the “Not Filled” information, in the respective section, under “Profile” menu, for this PAN, and select for the transaction
}\r\n| Name | \r\nPAN | \r\nGender | \r\nDOB | \r\n\r\n
|---|---|---|---|
| {showJointHolderData.name} | \r\n{showJointHolderData.pan} | \r\n{showJointHolderData.gender} | \r\n{moment(showJointHolderData.dob).format(\"DD/MM/YYYY\")} | \r\n
| KYC Details | \r\n{showJointHolderData.kycStatus === \"Y\" ? \"Filled\" : \"Not Filled\"} | \r\nFATCA Details | \r\n{showJointHolderData.ftcaStatus === \"Y\" ? \"Filled\" : \"Not Filled\"} | \r\n
|---|
I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio\r\n and understand the issues involved in non-appointment of nominee(s) and further am/are aware that in case of death of all the\r\n account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent\r\n authority, based on the value of assets held in the mutual fund folio.
\r\nI hereby request you to Switch All Units allotted in the above scheme selected by me, to the extent of amount invested\r\n through this transaction to the NFO Scheme (target scheme), selected below, on the closure date of the NFO, subject to\r\n terms & conditions of the target scheme. (Please refer to the SID and KIM of respective schemes for complete details\r\n including nature of the schemes, risks, other terms & conditions, etc., offered by the respective schemes).
\r\n| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n\r\n
| \r\n | \r\n\r\n |
| Email ID | \r\n{localData.Email_ID} | \r\n
|---|---|
| Payment Mode | \r\n{sipPaymentDetails.lumpsumPaymentMode === \"DCB\" ? \"Net Banking\" : sipPaymentDetails.lumpsumPaymentMode} | \r\n
| Bank | \r\n{sipPaymentDetails.lumpsumPaymentMode === \"DCB\" || sipPaymentDetails.lumpsumPaymentMode === \"UPI\" ? sipPaymentDetails.banbkDetail.bnkAcName + '-' + sipPaymentDetails.banbkDetail.bankAcNo : sipPaymentDetails.kotmpayMode} | \r\n\r\n
| \r\n | \r\n\r\n |
| S No. | \r\nScheme Details | \r\nAmount | \r\n\r\nDistributor Details | \r\n||||
|---|---|---|---|---|---|---|---|
| Investing Through | \r\n\r\n {investment.investment_through === \"RIA\" ?\r\n\r\nRIA Details | \r\n :\r\n <>\r\nARN | \r\nSUB ARN | \r\nEUIN | \r\n \r\n }\r\n\r\n\r\n\r\n\r\n|||
| {index + 1} | \r\n{item.SchemeName} - {item.SchemePlanName} - {item.SchOptionName} | \r\n{toIndianCurrency(item.Amount, 0)} | \r\n\r\n{item.investment_through} | \r\n {investment.investment_through === \"RIA\" ?\r\n\r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n : <>\r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subBrokerARN + '-' + item.subARNName} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"Not Selected\" : item.selectEUINName ? item.selectEUINName : item.selectEUIN} | \r\n \r\n }\r\n\r\n\r\n\r\n
| Total Amount | \r\n{toIndianCurrency(totalAmountToPay, 0)} | \r\n
Following details are not filled for the Primary Holder !
\r\n| Email / Mobile |
|---|
| KYC Details |
| FATCA Details |
Please fill in the above missing details in the Profile section before trying to transact with a New Folio!
\r\n \r\n }\r\n open={primaryKyc}\r\n submitButtonText={\"Ok\"}\r\n cancelButton={\"\"}\r\n />\r\n \r\n\r\n );\r\n};\r\n\r\nexport default Button;\r\n","import { Popover } from \"@mui/material\";\r\nimport React from \"react\";\r\nconst CartPopover = (props) => {\r\n const {children, open, close} = props;\r\n console.log(children, 'children')\r\n return (\r\nScheme ({`${index + 1}`}){' '}{item.investment_through ? item.investment_through : ''} {' '}\r\n {\r\n item.cartType === \"NewSip\" || item.cartType === \"New\" ?\r\n item.ModeOfHolding ? item.ModeOfHolding === \"Either or Survivor\" ? \"EorS\" : item.ModeOfHolding : '' : ''\r\n }
\r\n\r\n onEdit(index)}\r\n >
{item.SchemeName} - {item.SchemePlanName} - {item.SchOptionName}
\r\n| \r\n {column.render(\"Header\")}\r\n | \r\n ))}\r\n \r\n ))}\r\n
|---|
| {cell.render(\"Cell\")} | \r\n );\r\n })}\r\n
\r\n NOTE: {\" \"}\r\n
\r\n\r\n {\" \"}\r\n Please note that the number of instalments you have chosen\r\n to Pause would be effective from{\" \"}\r\n \r\n {sippauseData?.NexTrDate ? \r\n (sippauseData?.Frequency === 'MONTHLY' && moment(`${sippauseData?.NexTrDate}`, 'DD/MM/YYYY').diff(moment(), 'days') < 15) ?\r\n moment(`${sippauseData?.NexTrDate}`,\"DD/MM/YYYY\").add(1,'month').format(\"DD/MM/YYYY\"):\r\n moment(`${sippauseData?.NexTrDate}`,\"DD/MM/YYYY\").format(\"DD/MM/YYYY\") \r\n : \"#NA \"}\r\n . \r\n The next SIP\r\n transaction would be starting from \r\n {sipPauseEndDate ? sipPauseEndDate : \"#NA\" }.\r\n
\r\n\r\n We acknowledge the receipt of your request for iSIP Pause on{\" \"}\r\n {new Date().toLocaleDateString()} and it will be effective from{\" \"}\r\n 12.01.2021\r\n
\r\n \r\n\r\n The reference number for your transaction is{\" \"}\r\n 202930392, kindly quote the transaction reference\r\n number, in case of any quries regarding this transaction.\r\n
\r\n \r\n\r\n iSIP Cancellation is applicable only for iSTP registered (Internet\r\n SIP) through Sundaram Mutual Fund.\r\n
\r\n\r\n\r\n Note: To ensure that no further payments are debited\r\n towards your iSIP, kindly login to your bank's internet banking\r\n portal and deactivate Sundaram Mutual Fund from your registered\r\n billers.\r\n
\r\n\r\n\r\n Thank you for using our services. If you hve any quries, please\r\n mail us at customarcare@sundarammutual.com for\r\n further assistance.\r\n
\r\n \r\nNOTE:
\r\n The Pause
{activitie}
\r\n \r\n ))}\r\n \r\nAre you sure to Cancel the {confirmData?.TrType_1} Registration of the below Scheme:\r\n
\r\n
\r\n {confirmData?.SchDesc}\r\n
NOTE: \r\n In the ARN Code input box, specify an ARN Code to view the Transactions done through that ARN, \"000000\" to view DIRECT Transactions, \r\n and leave it blank to view all the transactions
*/}\r\nNOTE: \r\n In the ARN Code input box, specify an ARN Code to view the Transactions done through that ARN, \"000000\" to view DIRECT Transactions, \r\n and leave it blank to view all the transactions
\r\n \r\n\r\n Note: Statements for Demat Folio's cannot be generated. Please\r\n contact your DP.\r\n
\r\n\r\n We have received your request for eNACH registration vide reference no. #{receivedData?.en_ihno} \r\n Please note down this number for any future reference. Please click the Submit button to post the request to NPCI online\r\n\r\n {/* { format( new Date(), 'dd/MM/yyyy') } */}\r\n\r\n
\r\n\r\n In case, you have any query, please call us at our\r\n number\r\n {` 1860 425 7237 `} .\r\n Alternatively, you may email us at\r\n \r\n {` customerservices@sundarammutual.com `}{\" \"}\r\n {\" \"}\r\n by mentioning the subject line as, Transaction reference\r\n number{\" \"}\r\n #{receivedData?.en_ihno} \r\n
\r\n\r\n Your eNACH transaction has been submitted successfully on # { format( new Date(), 'dd/MM/yyyy') } \r\n \r\n If you have any queries, please call us on \r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com mentioning the subject line as,\r\n Transaction Reference number{\" \"}\r\n #{ihno} \r\n
\r\n\r\n Please note down your UMRN Reference Number # { UMRN } for your future reference. \r\n \r\n
\r\nSelect Bank
Please Select BankName - AccountNumber - UMRN
:\"\"} */}\r\n| Bank Name | \r\nIFSC Code | \r\nBank Acct No. | \r\nOTM Type | \r\nUMRN | \r\nMandate Limit (₹) | \r\nLimit Applicability | \r\nStart Date | \r\nEnd Date | \r\nStatus | \r\n {/*Action | */}\r\n
|---|---|---|---|---|---|---|---|---|---|---|
| {item[\"BANK NAME\"]} | \r\n{item[\"IFSC CODE\"]} | \r\n{maskString2(item[\"BANK A/C NO\"])} | \r\n{item[\"OTM Type\"]} | \r\n{item.GM_UMRNNo} | \r\n{commaAmount(item.Amt)} | \r\nAs and when presented | \r\n{item[\"MANDATE START DATE\"]} | \r\n{item[\"MANDATE END DATE\"]} | \r\n{item.STATUS} | \r\n {/*\r\n SIP\r\n Details\r\n | */}\r\n
\r\n NOTE: BankDetails will be verified through PennyDrop Services, Which internally Verifies PAN, Name, Registered Mobile No, Account Number, and IFSC of the Primary Holder\r\n
\r\n\r\n NOTE: JPG/JPEG/PNG less than 2MB is Accepted
\r\nPlease select folio to view NCT details
: null}\r\nSelect a Folio to view the details like Contact details, Schemes, Banks, Nominees registered under the folio
: null}\r\nPlease update all the “Not Filled” information, in the respective section, under “Profile” menu, for this PAN, and select for the transaction
}\r\n| Name | \r\nPAN | \r\nGender | \r\nDOB | \r\n \r\n
|---|---|---|---|
| {showJointHolderData.name} | \r\n{showJointHolderData.pan} | \r\n{showJointHolderData.gender} | \r\n{moment(showJointHolderData.dob).format(\"DD/MM/YYYY\")} | \r\n
| KYC Details | \r\n{showJointHolderData.kycStatus === \"Y\" ? \"Filled\" : \"Not Filled\"} | \r\nFATCA Details | \r\n{showJointHolderData.ftcaStatus === \"Y\" ? \"Filled\" : \"Not Filled\"} | \r\n
|---|
I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio\r\n and understand the issues involved in non-appointment of nominee(s) and further am/are aware that in case of death of all the\r\n account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent\r\n authority, based on the value of assets held in the mutual fund folio.
\r\n\r\n
\r\n Resend OTP in \r\n \r\n 00:\r\n {counter < 10 ? `0${counter}` : counter}{\" \"}\r\n \r\n Seconds\r\n
\r\nNote: Relationship flag is displayed on the basis of details provided earlier. This information may be changed as applicable.
\r\nI / We hereby request you to Switch All Units allotted in the above scheme selected by me/us,\r\n to the extent of amount invested through this transaction to the {\"\"}{NFOSchemeData[0]?.target_scheme} - {comboSchemeDetails?.NFOschemePlan1} - {comboSchemeDetails?.NFOplanOption1 ? comboSchemeDetails?.NFOplanOption1 : \"\"}, selected above, on{\" \"}18 Jun 2024{\" \"}, \r\n subject to terms & conditions of the target scheme. (Please refer to the SID and KIM of respective schemes for complete details including nature of the schemes, \r\n risks, other terms & conditions, etc., offered by the respective schemes).
\r\n| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment?.selcetedFolio} | \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n
| Mobile | \r\n{localData.Mobile_No} | \r\n\r\n
| Email ID | \r\n{localData.Email_ID} | \r\n
|---|---|
| Payment Mode | \r\n{comboPaymentDetails?.paymentMode === \"DCB\" ? \"Net Banking\" : comboPaymentDetails?.paymentMode} | \r\n
| Bank | \r\n{comboPaymentDetails?.bankDetails.bnkAcName + '-' + comboPaymentDetails?.bankDetails.bankAcNo + '-' + comboPaymentDetails?.bankDetails.ifsccode} | \r\n
| S No. | \r\nScheme Name | \r\nAmount | \r\nDistributor Details | \r\n|
|---|---|---|---|---|
| Investing Through | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\nRIA Details | \r\n
| {1} | \r\n\r\n | |||
| {toIndianCurrency(comboSchemeDetails?.investIntoLumpsumAmount)} | \r\n{investment?.investment_through} | \r\n{investment.investment_through === \"Broker (ARN)\" ? investment?.arnCode + '-' + investment?.ARNName : \"\"} | \r\n{investment.investment_through === \"Broker (ARN)\" ? investment?.subBrokerARN + '-' + investment?.subARNName : \"\"} | \r\n{investment?.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\" : investment?.selectEUINName ? investment?.selectEUINName : investment?.selectEUIN} | \r\n{investment?.riaCode ? investment?.riaCode + ' - ' + investment?.riaName : '-'} | \r\n \r\n \r\n }\r\n\r\n \r\n \r\n
\r\n\r\n Please find the summary of PURCHASE CUM SWITCH transactions submitted on \r\n \r\n {moment(new Date()).format(\"DD-MM-YYYY hh:mm A\")}\r\n \r\n \r\n under the folio {investment.selcetedFolio === \"New Folio\" ? \"New Folio\" : investment.selcetedFolio}.\r\n \r\n
The reference number for this transaction/s is {investment.selcetedFolio !== \"New Folio\" ? (isComboPurchaseExistingFolioLoaded ? ComboPurchaseExistingFolioData[0]?.Ihno : \"\"):(isComboPurchaseNewFolioLoaded ? ComboPurchaseNewFolioData[0]?.Ihno : \"\")}. We request you to note this number carefully for future reference.
\r\n\r\n| # | \r\nScheme Details | \r\nAmount | \r\n\r\n
|---|---|---|
| {1} | \r\n\r\n | |
| {toIndianCurrency(comboSchemeDetails?.investIntoLumpsumAmount)} | \r\n \r\n }\r\n
\r\n As declared and agreed by you, All the Units allotted in the above scheme, to the extent of amount invested through this transaction will be switched (subject to applicable exit load, if any) to the {comboSchemeDetails?.NFOschemeName1} - {comboSchemeDetails?.NFOschemePlan1} - {comboSchemeDetails?.NFOplanOption1} , on 18th Jan 2024 and allotted in the NFO scheme on the date of allotment, subject to terms & conditions of the target scheme.\r\n\r\n
The allotment of units will be based on applicable NAV as per date/time of transaction and receipt of credit in line with SEBI guidelines. In case, you have any query, please call us on\r\n {` 1860 425 7237 `} \r\n or write to us at \r\n \r\n {` customerservices@sundarammutual.com`}{\" \"}\r\n {\" \"}\r\n , with the subject line as \"Transaction Reference Number :\r\n {}\".\r\n
{formError.selcetedFolio}
: null}\r\n\r\n |\r\n
\r\n {item.Mt_category}\r\n \r\n\r\nAs on date
\r\n{dispadetails.Mt_navdt}
\r\nUnits available: {toIndianComma(item.Mt_balunit)}
\r\nCurrent value: {toIndianCurrency(item.Mt_mktvalue)}
\r\nNAV: {toIndianCurrency(item.Mt_nav)}
\r\nNAV Date: {convertDate(item.Mt_navdt)}
\r\n\r\n |\r\n
\r\n {item.Mt_category}\r\n \r\n\r\n \r\nAs on date
\r\n{dispadetails.Mt_navdt}
\r\nUnits available: {toIndianComma(item.Mt_balunit)}
\r\nCurrent value: {toIndianCurrency(item.Mt_mktvalue)}
\r\nNAV: {toIndianCurrency(item.Mt_nav)}
\r\nNAV Date: {convertDate(item.Mt_navdt)}
\r\n\r\n EUIN Declaration\r\n
\r\n \r\n|
{\" \"}\r\n {selectedSchemeOption.Mt_category}\r\n \r\nWithdrawal From Scheme
\r\n\r\n |\r\n
\r\n {item.Mt_category}\r\n \r\nAs on date
\r\n{dispadetails.Mt_navdt}
\r\nUnits available: {toIndianComma(item.Mt_balunit)}
\r\nCurrent value: {toIndianCurrency(item.Mt_mktvalue)}
\r\nNAV: {toIndianCurrency(item.Mt_nav)}
\r\nNAV Date: {convertDate(item.Mt_navdt)}
\r\n|
{\" \"}\r\n {item.Mt_category}\r\n \r\nFrequency*
\r\n {frequencyList.length !== 0 ? (\r\n frequencyList.map((radioItem, radioIndex) => (\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID\r\n
\r\n\r\n EUIN\r\n
\r\n \r\n\r\n Scheme information Documents\r\n
\r\n and I accept the\r\n\r\n Terms and Conditions\r\n
\r\n \r\n\r\n Your Transaction has been processed successfully. Kindly note, that\r\n the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Purchase\r\n
\r\n\r\n Please note that the reference number for this transaction is\r\n {stpResponseData && stpResponseData.length > 0 ? stpResponseData[0].Ihno : ''}\r\n \r\n \r\n
\r\nPlease check the following details. If the details displayed below are correct click the ‘Confirm’ button. On your confirmation aan e-maill will be sent to your registered e-mail address
\r\n \r\n {\r\n paymentData.length !== 0 ? paymentData.map((item, index) =>\r\n (\r\n\r\n Your Transaction has been processed successfully. Kindly note, that\r\n the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Purchase\r\n
\r\n\r\n Please note this reference number\r\n {saveSwpDataData && saveSwpDataData.length > 0 ? saveSwpDataData[0].Ihno : ''} \r\n \r\n {\" \"}\r\n \r\n {/* {saveSwitchData && saveSwitchData.length > 0 ? saveSwitchData[0].RegistartionDate : ''}{\" \"} */}\r\n
\r\n\r\n {schemeInputVal.redeemType}\r\n
\r\nSchedule For Future
\r\n\r\n Please check the following details. If the details displayed below are correct, click the ‘Confirm’ button. On your confirmation, an e-mail will be sent to your registered e-mail ID\r\n
\r\n\r\n {displayData.schemedetails[key]}\r\n
\r\n\r\n Your Transaction has been processed successfully. Kindly note, that\r\n the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Transaction\r\n
\r\n\r\n Please note this reference number\r\n {saveSwitchData && saveSwitchData.length > 0 ? saveSwitchData[0].RefNo : ''} of your switch in transaction to\r\n \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n \r\n {\" \"}\r\n {moment(saveSwitchData && saveSwitchData.length > 0 ? saveSwitchData[0].RegistartionDate : '').format(\"DD-MM-YYYY\")}{\" \"}\r\n
\r\n\r\n |\r\n
\r\n {item.Mt_category}\r\n \r\n\r\n\r\nAs on date
\r\n{dispadetails.Mt_navdt}
\r\nUnits available: {toIndianComma(item.Mt_balunit)}
\r\nCurrent value: {toIndianCurrency(item.Mt_mktvalue)}
\r\nNAV: {toIndianCurrency(item.Mt_nav)}
\r\nNAV Date: {convertDate(item.Mt_navdt)}
\r\n|
{\" \"}\r\n {dispadetails.Mt_category}\r\n \r\n{errorMessage.fieldError}
} */}\r\n\r\n {data.selectedSchemeName}{' - '}{data.selectedPlanName} {' - '} {data.selectedDoptionName}\r\n
\r\n {\r\n getSchemaSummaryData && getSchemaSummaryData.map((item, index) => {\r\n return (\r\nMin. Amount
\r\n{item.Tm_mintramt}
\r\n {/*{`₹ ${minimumAmount.Tm_mintramt}`}
*/}\r\nMin. Unit
\r\n{item.Tm_mintrunt}
\r\n {/*{`₹ ${minimumAmount.Tm_mintramt}`}
*/}\r\nCut-off Time
\r\n\r\n {/* {minimumAmount.Cutoff_Time} */}\r\n {item.Cutoff_Time}\r\n
\r\nNAV
\r\n\r\n {/* {minimumAmount.Cutoff_Time} */}\r\n {item.Nav}\r\n
\r\nNAV Date
\r\n\r\n {/* {minimumAmount.Cutoff_Time} */}\r\n {item.Nav_Date}\r\n
\r\nScheme ({`${index + 1}`})
\r\n\r\n onEdit(index)} >
{item.SchemeName} - {item.SchPlanName} - {item.SchOptionName}
\r\n| \r\n | \r\n Bank Name\r\n | \r\nUMRN | \r\n\r\n Mandate Limit\r\n | \r\n
|---|---|---|---|
| \r\n \r\n \r\n | \r\n \r\n {item[\"BANK NAME\"]}\r\n | \r\n\r\n {item.UMRNNO}\r\n | \r\n\r\n \r\n {item.Amt}\r\n | \r\n
\r\n\r\n The reference no. for this transaction is\r\n {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Appno}`} for\r\n your transaction in\r\n \r\n {` Sundram Mutual Fund `}\r\n \r\n submited on\r\n \r\n {/* {moment.parseZone(refNo?.Tr_ent_dt).format(\"LLL\")} */}\r\n \r\n .\r\n
\r\n We request you to please note this number carefully for future\r\n reference.\r\n \r\n
\r\n The allotment of units will be based on the applicable NAV\r\n of the Scheme as per the time of your transaction and\r\n receipt of funds for your transactions in line with SEBI\r\n guidelines.\r\n
\r\n\r\n In case, you have any query, please call us at our toll free\r\n number\r\n {` 1232456`} .\r\n Alternatively, you may email us at\r\n \r\n {/* {` customerservices@sundarammutual.com or service_jmf@kfintech.com`}{\" \"} */}\r\n {\" \"}\r\n by mentioning the subject line as, ‘Transaction reference\r\n number{\" \"}\r\n {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Appno}`}'.\r\n
\r\n\r\n Please note this reference number\r\n {saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0].Appno} of your transaction in\r\n {\r\n cart && cart.map((item, index) => (\r\n \r\n {item.SchemeName} - {item.SchPlanName} - {item.SchOptionName}\r\n \r\n ))\r\n }\r\n \r\n {\" \"}\r\n {moment(saveSipTransactionData && saveSipTransactionData.length > 0 ? saveSipTransactionData[0].Tr_ent_dt : '').format(\"DD-MM-YYYY\")}{\" \"}\r\n \r\n
\r\n\r\n Disclaimer: Please note that the Joint Holders / KYC / FATCA / Nominee / Bank / mobile / email details etc. added / modified in this\r\n profile section WILL NOT get effected in any of your existing folios with us. To update details in existing Folio's. you are requested to\r\n submit duly signed service request form to the nearest branch
\r\n| KYC Data | \r\nPrimary Holder | \r\n {getJointHolderList?.FirstJHName &&Additional Holder1 | }\r\n {getJointHolderList?.SecondJHName &&Additional Holder2 | }\r\n {getJointHolderList?.ThirdJHName &&Additional Holder3 | }\r\n\r\n
|---|---|---|---|---|
| PAN | \r\n{(myProfileList?.FInvPAN)} | \r\n {getJointHolderList?.FirstJHName &&{getJointHolderList.FirstJHPan == getFtca.FirstJHpan ? getJointHolderList.FirstJHPan : '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getJointHolderList.SecondJHPan == getFtca.SecondJHPan ? getJointHolderList.SecondJHPan : '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getJointHolderList.ThirdJHPan == getFtca.ThirdJHPan ? getJointHolderList.ThirdJHPan : '-'} | }\r\n\r\n
| Category | \r\n{findCategory(getKyc?.InvCategory)} | \r\n {getJointHolderList?.FirstJHName &&{findCategory(getKyc?.SInvCategory) || \"-\"} | }\r\n {getJointHolderList?.SecondJHName &&{findCategory(getKyc?.TInvCategory) || \"-\"} | }\r\n {getJointHolderList?.ThirdJHName &&{findCategory(getKyc?.TjhInvCategory) || \"-\"} | }\r\n\r\n
| Status | \r\n{findStatus(getKyc?.InvStatus)} | \r\n {getJointHolderList?.FirstJHName &&{findStatus(getKyc?.SInvStatus) || \"-\"} | }\r\n {getJointHolderList?.SecondJHName &&{findStatus(getKyc?.TInvStatus) || \"-\"} | }\r\n {getJointHolderList?.ThirdJHName &&{findStatus(getKyc?.TjhInvStatus) || \"-\"} | }\r\n\r\n
| Occupation | \r\n{getKyc?.FInvOccpn === 8 ? (getKyc?.FInvOccpnOTH ? getKyc?.FInvOccpnOTH : \"Others-\") :findOccupation(getKyc?.FInvOccpn)} | \r\n { getJointHolderList?.FirstJHName &&{getKyc?.SInvOccpn === 8 ? (getKyc?.SInvOccpnOTH ? getKyc?.SInvOccpnOTH : \"Others-\") : findOccupation(getKyc?.SInvOccpn) || \"-\"} | }\r\n { getJointHolderList?.SecondJHName &&{getKyc?.TInvOccpn === 8 ? (getKyc?.TInvOccpnOTH ? getKyc?.TInvOccpnOTH : \"Others-\") :findOccupation(getKyc?.TInvOccpn) || \"-\"} | }\r\n { getJointHolderList?.ThirdJHName &&{getKyc?.TjhOccpn === 8 ? (getKyc?.TjhOccpnOTH ? getKyc?.TjhOccpnOTH : \"Others-\") :findOccupation(getKyc?.TjhOccpn) || \"-\"} | }\r\n\r\n
| Gross Annual Income | \r\n{getKyc?.FInvAnnualIncome || '#NA#'} | \r\n {getJointHolderList?.FirstJHName &&{getKyc?.SInvAnnualIncome || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getKyc?.TInvAnnualIncome || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getKyc?.TjhAnnualIncome || '-'} | }\r\n\r\n
| Politically Exposed Person (PEP) Status | \r\n{findIncome(getKyc?.FInvPEP_Status)} | \r\n {getJointHolderList?.FirstJHName &&{findIncome(getKyc?.SInvPEP_Status) || \"-\"} | }\r\n {getJointHolderList?.SecondJHName &&{findIncome(getKyc?.TInvPEP_Status) || \"-\"} | }\r\n {getJointHolderList?.ThirdJHName &&{findIncome(getKyc?.TjhPEP_Status) || \"-\"} | }\r\n\r\n
| Action | \r\n\r\n {!editForm &&\r\n \r\n }\r\n | \r\n {getJointHolderList?.FirstJHName &&\r\n\r\n {!editForm &&\r\n \r\n }\r\n | }\r\n {getJointHolderList?.SecondJHName &&\r\n\r\n {!editForm &&\r\n \r\n }\r\n | }\r\n {getJointHolderList?.ThirdJHName &&\r\n\r\n {!editForm &&\r\n \r\n }\r\n | }\r\n
\r\n Gross Annual Income\r\n
\r\n| FATCA Data | \r\nPrimary Holder | \r\n {getJointHolderList?.FirstJHName &&Additional Holder1 | }\r\n {getJointHolderList?.SecondJHName &&Additional Holder2 | }\r\n {getJointHolderList?.ThirdJHName &&Additional Holder3 | }\r\n\r\n
|---|---|---|---|---|
| PAN | \r\n{(myProfileList?.FInvPAN) || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getJointHolderList.FirstJHPan == getFtca.FirstJHpan ? getJointHolderList.FirstJHPan : '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getJointHolderList.SecondJHPan == getFtca.SecondJHPan ? getJointHolderList.SecondJHPan : '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getJointHolderList.ThirdJHPan == getFtca.ThirdJHPan ? getJointHolderList.ThirdJHPan : '-'} | }\r\n\r\n
| Country of Birth | \r\n{getFtca?.FInvCountryofBirth || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getFtca?.SInvCountryofBirth || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getFtca?.TInvCountryofBirth || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getFtca?.TjhCountryofBirth || '-'} | }\r\n\r\n
| Country of Citizenship / Nationality | \r\n{getFtca?.FInvNationality || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getFtca?.SInvNationality || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getFtca?.TInvNationality || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getFtca?.TjhNationality || '-'} | }\r\n\r\n
| Tax Resident of any country other than India | \r\n{getFtca?.FInvTaxResident || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getFtca?.SInvTaxResident || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getFtca?.TInvTaxResident || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getFtca?.TjhTaxResident || '-'} | }\r\n\r\n
| Foreign Tax ID Type | \r\n{getFtca?.FInvForeignTaxIdType || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getFtca?.SInvForeignTaxIdType || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getFtca?.TInvForeignTaxIdType || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getFtca?.TjhForeignTaxIdType || '-'} | }\r\n\r\n
| Foreign Tax ID | \r\n{getFtca?.FInvForeignTaxId || '-'} | \r\n {getJointHolderList?.FirstJHName &&{getFtca?.SInvForeignTaxId || '-'} | }\r\n {getJointHolderList?.SecondJHName &&{getFtca?.TInvForeignTaxId || '-'} | }\r\n {getJointHolderList?.ThirdJHName &&{getFtca?.TjhForeignTaxId || '-'} | }\r\n\r\n
| Action | \r\n\r\n {!editForm &&\r\n \r\n }\r\n | \r\n {getJointHolderList?.FirstJHName &&\r\n\r\n {!editForm &&\r\n \r\n\r\n }\r\n | }\r\n {getJointHolderList?.SecondJHName &&\r\n\r\n {!editForm && \r\n } | }\r\n {getJointHolderList?.ThirdJHName &&\r\n\r\n {!editForm && \r\n } | }\r\n\r\n
| Nominee Name | \r\nNominee DOB | \r\nNominee Relationship | \r\nNominee PAN | \r\nGuardian Name | \r\nGuardian PAN | \r\nGuardian DOB | \r\nGuardian Relationship | \r\nAction | \r\n
|---|---|---|---|---|---|---|---|---|
| {item.Nom_Name ? item.Nom_Name : \"NA\"} | \r\n{item.Nom_DOB ? moment(item.Nom_DOB).format('DD-MM-YYYY') : \"NA\"} | \r\n{item.Nom_Relation ? item.Nom_Relation : \"NA\"} | \r\n{item.Nom_pan ? item.Nom_pan : \"NA\"} | \r\n{item.Nom_FInvGuardName ? item.Nom_FInvGuardName : \"NA\"} | \r\n{item.Nom_Guardianpan ? item.Nom_Guardianpan : \"NA\"} | \r\n{item.Nom_GuardDob ? moment(item.Nom_GuardDob).format('DD-MM-YYYY') : \"NA\"} | \r\n{item.Nom_GuardianRelation ? item.Nom_GuardianRelation : \"NA\"} | \r\n\r\n {!edit && \r\n { onDelete(i) }}> }\r\n\r\n | \r\n
| No Nominee | \r\n
| Bank Name | \r\nIFSC Code | \r\nBranch Name | \r\nAccount Number | \r\nAccount Type | \r\nAccount Status | \r\nAction | \r\n
|---|---|---|---|---|---|---|
| {item.BankName} | \r\n{item.ifsccode} | \r\n{item.ksb_BranchName} | \r\n{item.BankAcno} | \r\n{item.BnkAcType} | \r\n\r\n {item?.BnkVerifyflag ? item.BnkVerifyflag === \"Partially Validated\" ? | \r\n \r\n {!edit &&\r\n ( \r\n { onDelete(i) }}> )}\r\n | \r\n
| No Data | \r\n
\r\n LEGEND: \r\n {/*
{formError.accountNo && {formError.accountNo} }
\r\n\r\n NOTE: BankDetails will be verified through PennyDrop Services, Which internally Verifies PAN, Name, Registered Mobile No, Account Number, and IFSC of the Primary Holder\r\n
\r\n {/* upload check */}\r\n {(!isPenidrop && form.ifscCode) ? (\r\n\r\n NOTE: JPG/JPEG/PNG less than 2MB is Accepted
\r\n+ Add Folio
\r\nFolio: {mydetails.folio}
\r\n{mydetails.name}
\r\n{mydetails.mobile}
\r\n{mydetails.email}
\r\nAdd Folio
\r\nPlease enter the Folio Number you wish to map to your Online Account
\r\n\r\nPlease note that by associating the folio, the investor is deemed to have obtained consent from the folio holder whose folio is being associated for processing of transactions on their behalf. The AMC shall not be responsible or liable for processing of transactions which it believes are carried out the folio holder on behalf of the associated folio. The AMC shall act in good faith and will be held harmless for any loss if any, suffered by the Investor for processing such transactions. The Investor shall indemnify the AMC from and against all claims, liability, loss, damage, cost and expenses incurred by the AMC arising out of or relating to processing of transactions and any unauthorized or fraudulent transaction request received by the AMC. The Fund/ its service provider may, in its absolute discretion decide not to carry out any such transaction where the service provider or the Fund has reason to believe that the instructions are not genuine, are unclear, are such as to raise a doubt, are otherwise improper or there is ground to believe that the same is in contravention of any statute/ laws in India and cannot be put into effect.
\r\n\r\n\r\nAdd Folio
\r\n23456123454
\r\nVinay Varma
\r\n--
\r\n--
\r\nSingle
\r\nFolio Number is added to the user ID.
\r\n\r\n Your Transaction has been processed successfully. Kindly note, that\r\n the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Purchase\r\n
\r\n\r\n Please note this reference number \r\n {saveRedeemData && saveRedeemData.length > 0 ? saveRedeemData[0].Refno : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\nOnly three nominees can be added.
\r\n )}\r\n\r\n
\r\n PAN\r\n {ele.pan}\r\n
\r\n\r\n Dat of Birth\r\n {moment(ele.dob, \"DD/MM/YYYY\").format(\"DD/MM/YYYY\")}\r\n
\r\n\r\n Name\r\n {ele.name}\r\n
\r\n\r\n Place of Birth\r\n {ele.pob}\r\n
\r\n\r\n
\r\n Resend OTP in \r\n \r\n 00:\r\n {counter < 10 ? `0${counter}` : counter}{\" \"}\r\n \r\n Seconds\r\n
\r\nNote: Relationship flag is displayed on the basis of details provided earlier. This information may be changed as applicable.
\r\n| PAN | \r\n{localData.Pan} | \r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n
| Name | \r\n{localData.Investor_Name} | \r\n
| Email ID | \r\n{localData.Email_ID} | \r\n
|---|---|
| Mobile | \r\n{localData.Mobile_No} | \r\n
| Bank A/C No. | \r\n\r\n {sipPaymentDetails.banbkDetail.bnkAcName +\r\n \"-\" +\r\n sipPaymentDetails.banbkDetail.bankAcNo}\r\n | \r\n
\r\n Your request for Redemption in {schemeName} under folio {folio} for {amountType ==='Units' ? \"Units\":\"Amount Rs.\"} {amount} is submitted successfully. \r\n The amount will be credited to the selected bank account after successful processing.\r\n
If you have any queries, please call us on \r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com, with the subject line as mentioned below :\r\n
\r\n Transaction Reference \r\n {saveRedeemData && saveRedeemData.length > 0 ? saveRedeemData[0].Refno : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n\r\n
| Mobile | \r\n{investment.selcetedFolio === \"New Folio\" ? rForm?.mobile : localData.Mobile_No} | \r\n\r\n
| Email ID | \r\n{investment.selcetedFolio === \"New Folio\" ? rForm?.email : localData.Email_ID} | \r\n
|---|---|
| Payment Mode | \r\n{sipPaymentDetails.lumpsumPaymentMode === \"DCB\" ? \"Net Banking\" : sipPaymentDetails.lumpsumPaymentMode} | \r\n
| Bank | \r\n{sipPaymentDetails.banbkDetail.bnkAcName + '-' + sipPaymentDetails.banbkDetail.bankAcNo + '-' +sipPaymentDetails.banbkDetail.ifsccode} | \r\n\r\n
| {sipPaymentDetails.lumpsumPaymentMode === \"OTM\" ? \"UMRN\" : \"\"} | \r\n{sipPaymentDetails.lumpsumPaymentMode === \"OTM\" ? sipPaymentDetails?.kotmpayMode :\"\"} | \r\n\r\n
| S No. | \r\nScheme Details | \r\nAmount | \r\nDistributor Details | \r\n||||
|---|---|---|---|---|---|---|---|
| Investing Through | \r\nRIA Details | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\n|||
| {index + 1} | \r\n{toTitleCase(item.SchemeName)} - {item.SchemePlanName} - {item.SchOptionName} | \r\n{toIndianCurrency(item.Amount, 0)} | \r\n{item.investment_through} | \r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subARNName ? (item.subBrokerARN + '-' + item.subARNName) : \"\"} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\" : item.selectEUINName ? item.selectEUINName : item.selectEUIN} | \r\n
| Total Amount | \r\n{toIndianCurrency(totalAmountToPay, 0)} | \r\n
\r\n Your request for Purchase transaction/s has been submitted successfully. Allotment of units will be based on the applicable NAV of the scheme.\r\n
If you have any queries, please call us on \r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com ,with the subject line as mentioned below :\r\n {(newPurchaseExistingFolio && newPurchaseExistingFolio.length > 0 && newPurchaseExistingFolio[0].Batchno) || refNo } \r\n
\r\n Billdesk Transaction reference number \r\n { trNo } \r\n
: \"\" }\r\n \r\n| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n\r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n
| Mobile | \r\n{localData.Mobile_No} | \r\n\r\n
| Email ID | \r\n{localData.Email_ID} | \r\n
|---|---|
| ARN | \r\n{investment.ARNName ? `${investment.arnCode}-${investment.ARNName}`: '-'} | \r\n
| Sub-Broker ARN | \r\n{investment.subARNName ? `${investment.subBrokerARN}-${investment.subARNName}`: '-'} | \r\n
| EUIN | \r\n{investment.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\": investment.selectEUINName ? investment.selectEUINName: investment.selectEUIN} | \r\n
| Transfer Out From | \r\n{schemeDetails.existingScheme.Mt_funddesc} | \r\n
|---|---|
| Transfer In to | \r\n{schemeDetails.schemeNameName} - {schemeDetails.schemePlanName} - {schemeDetails.planOptionName} | \r\n
| Installment Type & Count | \r\n{(schemeDetails.instalmentsType === \"Perpetual\") ? \"Perpetual\" : `${schemeDetails.instalmentsType} : ${schemeDetails.numberofInstallments}`} | \r\n\r\n
|---|---|
| Cycle Day | \r\n{schemeDetails.sipDate} | \r\n
| STP Start Date | \r\n{schemeDetails.startDate} | \r\n\r\n
| STP Option | \r\n{schemeDetails?.stpSwpOption} | \r\n\r\n
| Frequency | \r\n{schemeDetails.frequency} | \r\n\r\n
|---|---|
| Installment Amount | \r\n {schemeDetails.instalmentAmount ? toIndianCurrency(schemeDetails.instalmentAmount) : \"-\"} | \r\n\r\n
| STP End Date | \r\n{schemeDetails.endDate} | \r\n\r\n
| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n
| Mobile | \r\n{localData.Mobile_No} | \r\n\r\n
| Email ID | \r\n{localData.Email_ID} | \r\n
|---|---|
| \r\n | \r\n |
| \r\n | \r\n |
| \r\n | \r\n |
| S No. | \r\nScheme Name | \r\nAmount / Unit | \r\nDistributor Details | \r\n|
|---|---|---|---|---|
| Investing Through | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\nRIA Details | \r\n
| {index + 1} | \r\n\r\n | |||
| {item.amountType === \"Amount\" ? toIndianCurrency(item.Amount) : item.Amount} | \r\n{item.investment_through} | \r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subBrokerARN + '-' + item.subARNName} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\" : item.selectEUINName ? item.selectEUINName : item.selectEUIN} | \r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n \r\n ))\r\n }\r\n\r\n \r\n \r\n
\r\n Your request for STP Registration under folio {folio}\r\n {\"\"} {stpOption === \"Capital Appreciation\" ? \"\" : \"for Amount Rs.\"} {amount} is submitted scuccessfully. Allotment of units will be based on the applicable NAV of the scheme.\r\n
If you have any queries, please call us on\r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com ,with the subject line as mentioned below :\r\n
\r\n Transaction Reference \r\n {stpResponseData && stpResponseData.length > 0 ? stpResponseData[0].Refno : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n| PAN | \r\n{localData.Pan} | \r\n \r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n \r\n
| Mobile | \r\n{localData.Mobile_No} | \r\n \r\n
|---|---|
| Email ID | \r\n{localData.Email_ID} | \r\n
| Scheme Name | \r\n{schemeDetails.existingScheme.Mt_funddesc} | \r\n
|---|
| No. Of Installments | \r\n{schemeDetails.instalmentsType !==\"Perpetual\" ? schemeDetails.numberofInstallments : \"Perpetual\"} | \r\n\r\n
|---|---|
| Cycle Day | \r\n{schemeDetails.sipDate} | \r\n
| SWP Start Date | \r\n{schemeDetails.startDate} | \r\n\r\n
| SWP Option | \r\n{schemeDetails?.stpSwpOption} | \r\n\r\n
| Frequency | \r\n{schemeDetails.frequency} | \r\n\r\n
|---|---|
| Installment Amount | \r\n{!schemeDetails.instalmentAmount ? \"-\" : toIndianCurrency(schemeDetails.instalmentAmount)} | \r\n\r\n
| SWP End Date | \r\n{schemeDetails.endDate ? schemeDetails.endDate:schemeDetails.sipEndDate } | \r\n\r\n
| PAN | \r\n{localData.Pan} | \r\n\r\n
|---|---|
| Folio | \r\n{investment.selcetedFolio} | \r\n\r\n
| Name | \r\n{localData.Investor_Name} | \r\n\r\n
| Mobile | \r\n{ investment.selcetedFolio === \"New Folio\" ? rForm?.mobile : localData.Mobile_No} | \r\n\r\n\r\n\r\n
| \r\n | \r\n\r\n |
| Email ID | \r\n{investment.selcetedFolio === \"New Folio\" ? rForm?.email : localData.Email_ID} | \r\n||
|---|---|---|---|
| SIP Registration Mode | \r\n{sipPaymentDetails.sipRegistrationMode} | \r\n||
| {sipPaymentDetails.sipRegistrationMode === \"ISIP\" ? \"SIP Registration Bank\" : \"SIP Registration UMRN\"} | \r\n{sipPaymentDetails.sipRegistrationMode === \"ISIP\" ? sipPaymentDetails.sipBankDetail.bnkAcName + '-' + sipPaymentDetails.sipBankDetail.bankAcNo : sipPaymentDetails.kotm} | \r\n||
| {sipPaymentDetails.sipRegistrationMode === \"ISIP\" ? \"\" : \"OTM Type\"} | \r\n{sipPaymentDetails.sipRegistrationMode === \"ISIP\" ? \"\" : sipPaymentDetails.kotmType} | \r\n\r\n\r\n||
| Lumpsum Payment Mode | \r\n{sipPaymentDetails.lumpsumPaymentMode === \"DCB\" ? \"Net Banking\" : sipPaymentDetails.lumpsumPaymentMode} | \r\n \r\n||
| {sipPaymentDetails.lumpsumPaymentMode !== \"OTM\" ? '' : \"UMRN\" } | \r\n{sipPaymentDetails.lumpsumPaymentMode !== \"OTM\" ? (sipPaymentDetails.banbkDetail.bnkAcName ? '' + '' + '' : '') : sipPaymentDetails.kotmpayMode} | */}\r\n {\r\n totalAmountToPay === 0 ? \"\" :\r\n <>\r\n{sipPaymentDetails.lumpsumPaymentMode !== \"OTM\" ? 'Lumpsum Payment Bank' : \"Lumpsum UMRN\" } | \r\n{sipPaymentDetails.lumpsumPaymentMode !== \"OTM\" ? (sipPaymentDetails.banbkDetail.bnkAcName ? \r\n sipPaymentDetails.lumpsumPaymentMode === \"DCB\" ? \r\n `Net Banking / ${sipPaymentDetails.banbkDetail.bnkAcName + '-' + sipPaymentDetails.banbkDetail.bankAcNo}` : \r\n sipPaymentDetails.lumpsumPaymentMode + ' / ' + sipPaymentDetails.banbkDetail.bnkAcName + '-' + sipPaymentDetails.banbkDetail.bankAcNo : '') : sipPaymentDetails.lumpsumPaymentMode + \" / \" + sipPaymentDetails.kotmpayMode} | \r\n \r\n }\r\n \r\n
| S No. | \r\nScheme | \r\nSIP Amount | \r\nLumpsum Amount | \r\nFrequency | \r\nStart Date | \r\nEnd Date | \r\n \r\nInstalments Type | \r\nDistributor Details | \r\n\r\n||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investing Through | \r\nARN | \r\nSUB ARN | \r\nEUIN | \r\nRIA Details | \r\n||||||||
| {index + 1} | \r\n\r\n \r\n \r\n {toTitleCase(item.SchemeName)} - \r\n {item.SchemePlanName} - {item.SchOptionName}\r\n | \r\n {toIndianCurrency(item.Amount, 0)} | \r\n{ item.lumpsumAmountWithSip ? toIndianCurrency(item.lumpsumAmountWithSip, 0) : '-'} | \r\n{(item.SIP_Frequency)} | \r\n{(item.SIP_PeriodFrom)} | \r\n{(item.SIP_PeriodTo)} | \r\n \r\n{item.instalmentsType} | \r\n{item.investment_through == \"RIA\" ? \"-\" : item.investment_through } | \r\n{item.arnCode + '-' + item.ARNName} | \r\n{item.subBrokerARN + '-' + item.subARNName} | \r\n{item.euinDeclarationFlag === \"Yes\" ? \"EUIN Declaration\": item.selectEUINName ? item.selectEUINName: item.selectEUIN} | \r\n{item.riaCode ? item.riaCode + ' - ' + item.riaName : '-'} | \r\n
| Total Lumpsum Amount | \r\n{toIndianCurrency(totalAmountToPay, 0)} | \r\n
\r\n\r\n\r\n Please find the summary of SIP transactions submitted on \r\n \r\n { sipPaymentDetails.lumpsumPaymentMode === 'OTM' ? moment(new Date()).format(\"DD-MM-YYYY hh:mm A\") : moment.parseZone(saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Tr_ent_dt).format(\"LLL\")}\r\n \r\n \r\n under the folio {investment.selcetedFolio === \"New Folio\" ? \"New Folio\" : investment.selcetedFolio}.\r\n \r\n
The reference number for this transaction/s is {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Batchno}`}. \r\n {/* We request you to note this number carefully for future reference. */}\r\n \r\n
\r\n\r\n| # | \r\nScheme Details | \r\nLumpsum Amount | \r\nSIP Amount | \r\n\r\n
|---|---|---|---|
| {index + 1} | \r\n\r\n \r\n \r\n {toTitleCase(item.SchemeName)} - {item.SchemePlanName} - {item.SchOptionName}\r\n \r\n | \r\n { item.lumpsumAmountWithSip ? toIndianCurrency(item.lumpsumAmountWithSip, 0) : '-'} | \r\n{toIndianCurrency(item.Amount, 0)} | \r\n \r\n
\r\n The allotment of units will be based on applicable NAV as per date/time of transaction and receipt of credit in line with SEBI guidelines.\r\n
\r\n\r\n If you have any queries, please call us on\r\n \r\n {` 1860 425 7237 `} \r\n or write to us at\r\n \r\n customerservices@sundarammutual.com\r\n {\" \"}\r\n with the subject line as \"Transaction Reference Number :\r\n {` ${saveSipTransactionData && saveSipTransactionData[0] && saveSipTransactionData[0]?.Batchno}`}\".\r\n
\r\n\r\n
Scheme ({`${index + 1}` + `/${transType === 'NFO' ? \"1\" :\"10\"}`}){' # '}\r\n {item.investment_through === \"Direct\" ? \"Direct\" : ''}\r\n {item.investment_through === \"Broker (ARN)\" ? (item.arnCode ? item.arnCode : '') : ''}\r\n {item.investment_through === \"RIA\" ? item.riaCode : ''}\r\n {' '}\r\n {\r\n (item.cartType === \"NewSip\" || item.cartType === \"New\") ?\r\n (item.ModeOfHolding ?\r\n (item.ModeOfHolding === \"Either or Survivor\" ? ' # ' + \"EorS\" : ' # ' + item.ModeOfHolding)\r\n :\r\n ''\r\n )\r\n :\r\n ''\r\n }\r\n {item.euinDeclarationFlag === \"Yes\" ? \" # EUIN Declaration\" : \"\"}\r\n
\r\n\r\n{item.cartType === \"Switch\" ?
| PAN | \r\nFKVPS8164M | \r\nFolio | \r\n6011004413 | \r\n \r\n
|---|---|---|---|
| Name | \r\nSatyendra Kumar | \r\nARN | \r\ndfdkff | \r\n \r\n
| Mobile | \r\n7042207482 | \r\nSub ARN | \r\ndfklsflkmlsdmf | \r\n
| Email Id | \r\nsharmasatyendra08@gmail.com | \r\nEUIN | \r\n\r\n |
| S No. | \r\nScheme Name | \r\nPlan & Option | \r\nAmount | \r\n
|---|---|---|---|
| 1 | \r\nSUNDARAM LARGE CAP FUND | \r\nDIRECTPLAN - Growth | \r\n500000 | \r\n
| S No. | \r\nScheme Details | \r\nLumpsum | \r\nSIP Installment | \r\n|||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | \r\nPlan & Option | \r\nFrequency | \r\nNo. of Ins. | \r\nDay | \r\nOption | \r\nStart Date | \r\nEnd Date | \r\nAmount | \r\n||
| 1 | \r\nSUNDARAM LARGE CAP FUND | \r\nDIRECTPLAN - Growth | \r\n\r\n | \r\n | \r\n | \r\n | \r\n | \r\n | \r\n | \r\n |
{props.growth}
\r\nAnnual Returns
\r\nBenchmark Returns*
\r\n\r\n Returns as on Feb-2022\r\n
\r\n\r\n \r\n Disclaimer:\r\n * The benchmark of the fund has changed. Since inception returns are not available for the new benchmark of the fund as the benchmark did not exist at the time of launch. Please see the factsheet for more details.\r\n
\r\nForInvestors Modules are Work in progress
\r\n \r\n );\r\n\r\n}\r\n\r\nexport default ForInvestors;","import * as React from \"react\";\r\nimport \"./ForDistributors.scss\";\r\n\r\nconst ExistingDistributorBox = (props) => {\r\n\r\n return (\r\n <>\r\nTrack your business at anytime, from anywhere with your D-PIN.\r\n\r\n
\r\nGenerate Client Account Statements
\r\nShare links with your investors for transactions
\r\nDownload brokerage statements
\r\nSubscribe to mail-back reports
\r\nGet answers to your queries, and more!
\r\nSign up to be an official distributor of Sundaram Mutual!
\r\n\r\n To empanel offline, please fill and submit the below\r\n
\r\nAlso, submit a copy of your ARN Certificate to any Sundaram Asset Management Ltd. branch from where you will operate.
\r\nOnce we review your application, we’ll send you an empanelment letter and a code, along with necessary material (forms, fact sheets, marketing material, etc.) to sell products.
\r\nJoin our successful distributor community!
\r\nOur aim is to share with you tools and resources to help you provide value to your clients and grow your business.
\r\nResources Modules are Work in progress
\r\n \r\n );\r\n\r\n}\r\n\r\nexport default Resources;","import * as React from \"react\";\r\n\r\nconst AboutUs = () => {\r\n\r\n return (\r\n <>\r\nAboutUs Modules are Work in progress
\r\n \r\n );\r\n\r\n}\r\n\r\nexport default AboutUs;","import * as React from \"react\";\r\n\r\nconst Blogs = () => {\r\n\r\n return (\r\n <>\r\nBlogs Modules are Work in progress
\r\n \r\n );\r\n\r\n}\r\n\r\nexport default Blogs;","import React, { useEffect, useState } from \"react\";\r\nimport { useHookstate } from \"@hookstate/core\";\r\nimport {\r\n sipGlobalStates,\r\n lumpsumStepperState,\r\n lumpsumPreLoginStates,\r\n} from \"../../GlobalStore/globalHookStore\";\r\nimport {\r\n FormControl,\r\n FormControlLabel,\r\n Radio,\r\n RadioGroup,\r\n} from \"@mui/material\";\r\nimport { DistributorComponent } from \"./Distributor\";\r\nimport { RIAComponent } from \"./RIAComponent\";\r\nimport { Button } from \"./../Button/Button\";\r\nimport { useSelector, useDispatch } from \"react-redux\";\r\nimport { uuid } from \"../../components/uniqueKeyGenerator/uuid\";\r\nimport { commonAction } from \"./../../Redux/Common/_actions/common.action\";\r\nimport \"./LumpsumSIP.css\";\r\n\r\nimport CloseIcon from \"@mui/icons-material/Close\";\r\nimport { ModeOfHoldingTransact } from '../ModeOfHolding/ModeOfHolding'\r\nimport { toastError } from \"../../Redux/_helpers\";\r\nimport InvestingThrough from \"../../Pages/CommonComponents/Transact/InvestingThrough\";\r\nexport const LumpsumSIPComponent = (props) => {\r\n const dispatch = useDispatch();\r\n const {\r\n folioNumberState,\r\n investmentThroughOptions,\r\n sipStepper,\r\n sipTypeDataStateObject,\r\n sipTypeDataState,\r\n } = useHookstate(sipGlobalStates);\r\n const { lumpsumState, lumpsumStepper } = useHookstate(lumpsumStepperState);\r\n const { emailIDState } = useHookstate(lumpsumPreLoginStates);\r\n const { investDetails} = props;\r\n const getNomineeDetailsData = useSelector((state) =>\r\n state.getNomineeDetails.data);\r\n\r\n const getJointHolderDetailsData = useSelector((state) =>\r\n state.getJointHolderDetails.data);\r\n \r\n \r\n const [nomineeList, setNomineeList] = useState();\r\n useEffect(()=>{\r\n setNomineeList(getNomineeDetailsData)\r\n },[getNomineeDetailsData])\r\n\r\n \r\n\r\n let localData = sessionStorage.getItem('userDetails');\r\n localData = localData ? JSON.parse(localData) : {};\r\n const investmentThrough = [\r\n { id: 1, investment: \"Direct\", labelText: \"Direct\" },\r\n { id: 2, investment: \"Distributor\", labelText: \"Distributor (ARN)\" },\r\n { id: 3, investment: \"RIA\", labelText: \"RIA\" },\r\n ];\r\n const sipType = [\r\n {\r\n id: 1,\r\n sipTypeLabel: \"Existing Folio-SIP Registration\",\r\n sipTypeData: \"ext_folio\",\r\n sipValue: { folio: \"E\", payment: \"N\", trtype: \"ISIP\" },\r\n },\r\n {\r\n id: 2,\r\n sipTypeLabel: \"Existing Folio-SIP Registration with and Payment\",\r\n sipTypeData: \"ext_folio_with_payment\",\r\n sipValue: { folio: \"E\", payment: \"Y\", trtype: \"SINI\" },\r\n },\r\n {\r\n id: 3,\r\n sipTypeLabel: \"New Folio-SIP Registration\",\r\n sipTypeData: \"new_folio\",\r\n sipValue: { folio: \"N\", payment: \"N\", trtype: \"ISIP\" },\r\n },\r\n {\r\n id: 4,\r\n sipTypeLabel: \"New Folio-SIP Registration with Payment\",\r\n sipTypeData: \"new_folio_with_payment\",\r\n sipValue: { folio: \"N\", payment: \"Y\", trtype: \"SIN\" },\r\n },\r\n ];\r\n\r\n\r\n // useEffect(() => {\r\n // dispatch(({\r\n // type: commonConstant.GET_JOINHOLDER_REQUEST,\r\n // payload: []\r\n // }));\r\n // },[0])\r\n\r\n\r\n const folioDataUser =\r\n useSelector((state) => state.loginQuickPurches.loginQuickPurches) || [];\r\n\r\n const folioList =\r\n useSelector((state) => state.getMyTransactionFolioList.data) || [];\r\n\r\n useEffect(() => {\r\n if (sessionStorage.getItem(\"authtoken\")) {\r\n dispatch(\r\n commonAction.getMyTransactionFolioList({\r\n uId:\r\n emailIDState.get() !== \"\"\r\n ? emailIDState.get()\r\n : sessionStorage.getItem(\"userId\"),\r\n })\r\n );\r\n }\r\n }, []);\r\n\r\n const getSIPTypeData = (e) => {\r\n if (e.target.value) {\r\n let sipTypeValue = sipType.filter((elm) => elm.sipTypeData == e.target.value)\r\n sipTypeDataState.set(e.target.value)\r\n sipTypeDataStateObject.set(sipTypeValue[0])\r\n }\r\n };\r\n\r\n\r\n \r\n const containsObject = (obj, list) => {\r\n return list.some((elem) => elem === obj);\r\n };\r\n\r\n const addNominee = (e) => {\r\n \r\n // handleFormData(\"selectedNominee\", e);\r\n\r\n var newObj = JSON.parse(e);\r\n newObj.perAll = null;\r\n const tempArr = props.investDetails.nominneCart ? props.investDetails.nominneCart : [];\r\n if (containsObject) {\r\n tempArr.push(newObj);\r\n tempArr.forEach((element) => {\r\n element.perAll =\r\n Math.trunc((100 / props.investDetails.nominneCart.length) * 100) / 100;\r\n });\r\n props.changeLumpsumType(\"nominneCart\", tempArr);\r\n }\r\n removeNomineeFromList(JSON.parse(e).Nom_Name);\r\n };\r\n\r\n const changeNomineePer = (value, index) => {\r\n const tempArr = props.investDetails.nominneCart ? props.investDetails.nominneCart : [];\r\n tempArr[index].perAll = value;\r\n //Log object to console again.\r\n props.changeLumpsumType(\"nominneCart\", tempArr);\r\n };\r\n\r\n const removeFromSelected = (e) => {\r\n const index = props.investDetails.nominneCart.filter((prod) => prod !== e);\r\n index.forEach((element) => {\r\n element.perAll =\r\n Math.trunc((100 / (props.investDetails.nominneCart.length - 1)) * 100) / 100;\r\n });\r\n props.changeLumpsumType(\"nominneCart\", index);\r\n var templist = nomineeList;\r\n templist.push(e);\r\n setNomineeList(templist);\r\n };\r\n\r\n const removeNomineeFromList = (id) => {\r\n const index = nomineeList.filter((prod) => prod.Nom_Name !== id); //use id instead of index\r\n\r\n //make sure you found it\r\n setNomineeList(index);\r\n };\r\n\r\n\r\n\r\n \r\n const proceedToNext = () => {\r\n if (props.investDetails.lumpsumType !== \"Select Lumpsum Type\") {\r\n if (props.investDetails.lumpsumType === \"new_folio\") {\r\n if (props.investDetails.nominateType === \"yes\") {\r\n if (props.investDetails && props.investDetails.nominneCart.length > 0) {\r\n if (props.investDetails.modeOfHolding === \"Either or survivor\") {\r\n if (\r\n props.selectedModeOfHolding[1] !== \"\" ||\r\n props.selectedModeOfHolding[2] !== \"\"\r\n ) {\r\n lumpsumStepper.set(2);\r\n } else {\r\n toastError({\r\n message: \"Please select joint holder\",\r\n });\r\n }\r\n } else {\r\n lumpsumStepper.set(2);\r\n }\r\n return\r\n } else {\r\n toastError({\r\n message: \"Please select Nominee\",\r\n });\r\n return\r\n }\r\n }\r\n \r\n // arn validation\r\n checkInvestThrough()\r\n } else {\r\n checkInvestThrough()\r\n }\r\n } else {\r\n toastError({\r\n message: \"Please select lumpsum type\",\r\n });\r\n }\r\n };\r\n\r\n const checkInvestThrough = () => {\r\n if (investDetails.investThrough === \"Distributor\") {\r\n let distributeFormValidation =\r\n !investDetails.arn;\r\n let euinNoInputDetails = !investDetails.euinNoInput\r\n if (investDetails.euin === 'Yes') {\r\n if (investDetails.euinCheckBox === true) {\r\n lumpsumStepper.set(2);\r\n } else {\r\n toastError({ message: \"All fields are required\" });\r\n }\r\n return\r\n } else {\r\n if (euinNoInputDetails) {\r\n toastError({ message: \"All fields are required\" });\r\n return\r\n } else {\r\n lumpsumStepper.set(2);\r\n }\r\n }\r\n\r\n if (distributeFormValidation) {\r\n toastError({ message: \"All fields are required\" });\r\n } else {\r\n lumpsumStepper.set(2);\r\n }\r\n } else if (investDetails.investThrough === \"Direct\") {\r\n lumpsumStepper.set(2);\r\n } else if (investDetails.investThrough === \"RIA\") {\r\n if (investDetails.ria === \"\") {\r\n toastError({ message: \"All fields are required\" });\r\n } else {\r\n lumpsumStepper.set(2);\r\n }\r\n }\r\n }\r\n\r\n // const handleRedirect = async () => {\r\n // if (investDetails.selectedSIPFolioType === \"\") {\r\n // toastError({ message: \"Please select a SIP Type\" });\r\n // return\r\n // }\r\n // if (investDetails.selectedSIPFolioType === 'N') {\r\n // if (investDetails.nominateType === 'yes') {\r\n // if (investDetails.nominneCart.length === 0) {\r\n // toastError({ message: \"Please select Nominee\" });\r\n // return\r\n // }\r\n // if (investDetails.modeOfHolding === 'Either or survivor') {\r\n // if (selectedModeOfHolding[1] === '' && selectedModeOfHolding[2] === '') {\r\n // toastError({ message: \"Please select joint holder\" });\r\n // return\r\n // }\r\n\r\n // }\r\n // }\r\n\r\n\r\n\r\n // }\r\n // checkInvestThrough()\r\n // };\r\n\r\n // const renderLumpsumUI = () => {\r\n // switch (investmentThroughOptions.get()) {\r\n // case \"Distributor\":\r\n // return\r\n {sessionStorage.getItem(\"authtoken\") ? (\r\n Lumpsum \r\n ) : lumpsumState.get().match(\"lumpsum\") ? (\r\n Lumpsum Purchase\r\n ) : (\r\n Systematic Investment Plan (SIP)\r\n )}\r\n
\r\n\r\nOnly three nominees can be added.
\r\n )}\r\n : ''\r\n }\r\n \r\n : ''\r\n\r\n }\r\n\r\n\r\n {\r\n props.investDetails && props.investDetails.lumpsumType === \"new_folio\" ?\r\nInvesting through* dc
\r\nScheme Category
\r\n\r\n {newSchemeNameStateDesc.get() ? newSchemeNameStateDesc.get() : \"\"}\r\n - \r\n {newSchemePlanStateDesc.get() ? newSchemePlanStateDesc.get() : \"\"}\r\n - \r\n {newSchemeOptionStateDesc.get()\r\n ? newSchemeOptionStateDesc.get()\r\n : \"\"}\r\n
\r\n\r\n Min. Amount\r\n Cut-Off Time\r\n
\r\n\r\n \r\n ₹ {minAmountData[0]?.Tm_mintramt}\r\n \r\n {minAmountData[0]?.Cutoff_Time}\r\n
\r\nNo Schemes Found
\r\nNo Schemes Found
\r\n\r\n lumpsumStepper.set(1)}>
Investment Details
\r\nInvestment In
\r\n\r\n lumpsumStepper.set(2)}>\r\n
Mode of Payment*
\r\n| \r\n | \r\n Bank Name\r\n | \r\nUMRN | \r\n\r\n Mandate Limit\r\n | \r\n
|---|---|---|---|
| \r\n \r\n \r\n | \r\n \r\n {item[\"BANK NAME\"]}\r\n | \r\n\r\n {item.UMRNNO}\r\n | \r\n\r\n \r\n {item.Amt}\r\n | \r\n
| \r\n \r\n \r\n | \r\n \r\n {kotmData[0]?.level2\r\n ? kotmData[0]?.level2[0][\"BANK NAME\"]\r\n : \"\"}\r\n | \r\n\r\n {kotmData[0]?.level2 ? kotmData[0]?.level2[0].UMRNNO : \"\"}\r\n | \r\n- | \r\n
Bank Name: HDFC Bank Limited
\r\n\r\n Account Title: Sundaram MF WEB RTGS-NEFT COLLECTION\r\n
\r\nAccount Number: 57500000355220
\r\nBranch IFSC Code: HDFC0000240
\r\n\r\n Uploading of the Fund Transfer Receipt/ Acknowledgement as\r\n provided by your bank (Optional)\r\n
\r\n\r\n SCHEME DETAILS\r\n
\r\n \r\n {\r\n cart && cart.map((item, index) => (\r\n\r\n Total Investment Amount :{\" \"}\r\n {toIndianCurrency(totoalAmount)}\r\n
\r\nYOUR INVESTMENT DETAILS
\r\nScheme ({`${index + 1}`})
\r\n\r\n onEdit(index)} \r\n >
{item.schemeName} - {item.schemePlanName} - {item.schemeOptionsName}
\r\nScheme ({`${index + 1}`})
\r\n\r\n lumpsumStepper.set(2)}>
{item.schName} - {item.schPlan} - {item.schOption}
\r\nInvestment Amount
\r\n₹ {separator(item.schAmount)}
\r\nNo Scheme Selected
: <>)) : (lumpsumStepper.get() > 1 && schemeState.get() !== \"Existing\" && newSchemeCartData.get().length !== 0) ? newSchemeCartData.get().map((item,index) => (\r\nScheme ({`${index + 1}`})
\r\n\r\n lumpsumStepper.set(2)}>
{item.schName} - {item.schPlan} - {item.schOption}
\r\nInvestment Amount
\r\n₹ {separator(item.schAmount)}
\r\nNo Scheme Selected
: <>) \r\n } */}\r\n\r\n Your Purchase Transaction has been submitted successfully. Kindly note that the units will be allotted, based on the applicable NAV of the scheme(s) selected, as per the time of transaction and receipt of funds, as per SEBI guidelines.\r\n
\r\n\r\n Please note this reference number \r\n \r\n {(newPurchaseNewFolio && newPurchaseNewFolio.length > 0 && newPurchaseNewFolio[0].level2\r\n && newPurchaseNewFolio[0].level2.length && newPurchaseNewFolio[0].level2[0].Appno) || refNo} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n\r\n Your request for SIP Registration transaction/s has been submitted successfully. Allotment of units will be based on the applicable NAV of the scheme.\r\n
\r\n
\r\n If you have any queries, please call us on \r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com ,with the subject line as mentioned below :\r\n
SIP Batch Reference Number{refNo}\r\n
\r\n Your transaction/s has been submitted successfully. \r\n Allotment of units will be based on the applicable NAV of the Scheme. \r\n
If you have any queries, please call us on 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com \r\n ,with the subject line as mentioned below:\r\n \r\n
\r\n Transaction Reference\r\n {switchResponseData && switchResponseData.length > 0 ? switchResponseData[0].Ihno : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n\r\n Your request for SWP Registration in {schemeName} under folio {folio} {swpOption === \"Capital Appreciation\" ? \"\" : \"for Amount Rs.\"} {amount} is submitted scuccessfully. \r\n
If you have any queries, please call us on\r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com , with the subject line as mentioned below :\r\n
\r\n Transaction Reference \r\n {stpResponseData && stpResponseData.length > 0 ? stpResponseData[0].Refno : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n\r\n Your request for Insta Redemption in {saveRedeemDataInsta[0].level2[0].Scheme} under folio {(saveRedeemDataInsta[0].level2[0].acno)} is submitted successfully. The amount will be credited to the selected bank account within 30 minutes.\r\n
If you have any queries, please call us on \r\n 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com the subject line as mentioned below :\r\n
\r\n\r\n Transaction Reference \r\n {saveRedeemDataInsta && saveRedeemDataInsta.length > 0 ? saveRedeemDataInsta[0] && saveRedeemDataInsta[0].level2 && saveRedeemDataInsta[0].level2[0].REFNO : ''} \r\n {/* \r\n {schemeInputVal.SchemeNameValue !== \"\" ? schemeInputVal.SchemeNameValue :\"\"}{\"-\"}{schemeInputVal.SchemePlanValue !== \"\" ? schemeInputVal.SchemePlanValue :\"\"}{\"-\"}{schemeInputVal.SchemeOptionValue !== \"\" ? schemeInputVal.SchemeOptionValue :\"\"}\r\n */}\r\n
\r\n\r\n Your Transaction has been processed successfully. Kindly note, that\r\n the units will be allotted based as per guidelines on the\r\n applicable NAV for the given Purchase\r\n
\r\n\r\n {!isSipPayment? <>Please note this reference number\r\n {newSipData && newSipData.length > 0 ? newSipData[0].Batchno : ''} :\"\"\r\n } \r\n
*/}\r\n\r\n Please note the Batch Reference Number {newSipData && newSipData.length > 0 ? newSipData[0].Batchno : refNo} for your future reference.\r\n {isSipPayment && `You may please note down the individual URNs against each scheme, \r\n from the Systematic Plans screen, and register the same with your Bank.`\r\n }\r\n\r\n
\r\n\r\n
\r\n We regret the transaction failure as we are unable to process your request due to some problem during the Payment Process.\r\n
\r\n\r\n Please note down your Transaction Reference Number{\" \"}\r\n \r\n {\" \"}\r\n # {trNo} \r\n {\" \"}\r\n for any future reference.\r\n
\r\nTransaction Failure Remarks: {remarks}
\r\n\r\n
We are Sorry For Failure Transaction On # { format( new Date(), 'dd/MM/yyyy') }
\r\n We are unable to process your request as there was some problem in the process.
\r\n Please note down your UMRN Reference Number # { UMRN } for your future reference. \r\n {isSipPayment && `You may please note down the individual URNs against each scheme, \r\n from the Systematic Plans screen, and register the same with your Bank.` \r\n }\r\n \r\n
\r\n\r\n Your transaction/s has been submitted successfully. \r\n Allotment of units will be based on the applicable NAV of the Scheme. \r\n
If you have any queries, please call us on 1860 425 7237 or write to us at \r\n customerservices@sundarammutual.com \r\n ,with the subject line as mentioned below:\r\n \r\n
\r\n Transaction Reference\r\n \r\n \r\n {!refNo ? state.refNo : refNo}\r\n \r\n
\r\n\r\n
\r\n We regret the transaction failure as we are unable to process your request due to some problem during the Payment Process.\r\n
\r\n\r\n Please note down your Transaction Reference Number{\" \"}\r\n \r\n {\" \"}\r\n # {trNo} \r\n {\" \"}\r\n for any future reference.\r\n
\r\nWelcome to
\r\nWe're a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL). Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.
\r\n\r\nTrue to the Sundaram brand, we put the retail saver at the core of what we do. Our deep commitment to making mutual funds accessible to everyone is the impetus that drives our expansion. We have over 80+ branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore.
\r\n 3.5 million
customers
25 years
of expertise in fund management
₹54,000+ crores
Assets Under Management
Products in equity, fixed-income and liquid fund spaces that cater to a range of risk, return and liquidity preferences of investors
\r\nA strong research team together with robust processes forms the backbone of the Fund Management team
\r\nInnovative thought leadership - First to launch funds in new themes like Mid-caps, Capex, Leadership, Rural India and Micro caps and Services
\r\nPortfolio Management Services (PMS) and Alternative Investment Funds (AIF) for high net worth individuals (HNIs) through our Sundaram Alternates business
\r\nEnhancing value for stakeholders while upholding the highest degree of ethics
\r\n\r\n Sundaram Asset Management Company Limited
\r\n CIN: U93090TN1996PLC034615\r\n
\r\n Regd. Office:
\r\n 21, Patullos Road, Chennai - 600 002\r\n
\r\n Corporate Office:
\r\n Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014\r\n
\r\n Branch Office:
\r\n No. 47, Deshabandhu Plaza, 1st Floor, Whites Road, Royapettah, Chennai - 600 014\r\n
\r\n India
\r\n 1860 425 7237
\r\n 044 2858 3362/3367
\r\n 044 2856 9900
\r\n customerservices@sundarammutual.com
\r\n +91-95000 57237\r\n
Fax: 044 2858 3156
\r\n\r\n NRI
\r\n +91 40 23452215
\r\n nriservices@sundarammutual.com\r\n
1800 103 2440
\r\ndistributorservices@sundarammutual.com
\r\n\r\n Sundaram Asset Management Singapore Pte. Ltd.
\r\n 50 Armenian Street, #02-02 Wilmer Place, \r\n\t\t\t\t\t Singapore - 179938\r\n
+65 65577080
\r\ncustomer@sundarammutual.sg
\r\nFax: +65 63331490
\r\n\r\n Sundaram Asset Management Co. Ltd. (Representative Office)
\r\n Unit No. 714, Level 7
\r\n Burjuman Business Tower
\r\n Bur Dubai,
\r\n Dubai – UAE.\r\n
+971 4 3278711
\r\n customerservices@sundarammutual.com
Sundaram Asset Management Company Limited is spread in more than 80 cities across India. Select a city from the list below to get to your nearest branch.
\r\n\r\n\r\n\r\n\r\n \r\n Disclaimer:\r\n The information included in the\"Frequently Asked Questions\" section, is for informational purposes only. Investors are requested to read the offer document in conjunction with addendum before investing.\r\n
\r\nMr. Harsha Viji
\r\nChairman
\r\nMr. Arvind Sethi
\r\nIndependent Director
\r\nMr. K N Sivasubramaniam
\r\nIndependent Director
\r\nMr. R. Raghuttama Rao
\r\nIndependent Director
\r\nMr. Sunil Subramaniam
\r\nManaging Director
\r\nMr. Rajiv C Lochan
\r\nAssociate Director
\r\nMr. R. Venkatraman
\r\nChairman (Independent Director)
\r\nMr. S. Viji
\r\nNon-Executive Director
\r\nMs. Soundara Kumar
\r\nIndependent Director
\r\nMs. Bhavani Balasubramanian
\r\nIndependent Director
\r\nSunil Subramaniam
\r\nManaging Director
\r\n \r\nSunil Subramaniam joined Sundaram Mutual in September 2005. During his tenure here he has handled various roles - Vice President (Retail Distribution), Executive Director (Sales and Marketing), Director (Sales and Global Operations), Deputy CEO, and CEO before being elevated to his current role as Managing Director. Sunil is also on the Board of Directors of Sundaram Asset Management Singapore Pte. Ltd.
\r\nIn his tenure spanning over 15 years, Sunil has handled various responsibilities through which he has been instrumental in expanding Sundaram Mutual’s footprint both domestically and internationally. During the time he has been with Sundaram Mutual, the AUM of Sundaram Mutual has seen a manifold growth.
\r\nHe has over three decades of work experience in the financial services sector across MNCs, Public and Private sector companies. The companies he has worked with include State Bank of India, American Express Bank and Bank of America.
\r\nSunil has been recognized by The Economic Times as one of the Most Promising Business Leaders of Asia for three years in a row (2018, 2019, 2020). He has also been recognized by CNBC TV18 and Asia One under India’s Greatest Brands and Leaders (2020-2021). Under his leadership, Sundaram Mutual has won several accolades - The Economic Times Best Brands Award (2019), The Economic Times Best Brands Award in BFSI for three years (2018, 2019, 2021), the YouTube Creator Studio Silver Award from Google for reaching over 100,000 subscribers and sharing original content on YouTube, and the Tamil Nadu Best Brands Award (2020) and Innovative Launch Campaign Award for Sundaram Bluechip Fund by the World Marketing Congress (2020).
\r\nSunil has a Master’s in Business Administration from The Open University Business School, London and is an MSc. graduate from IIT, Madras. He is also a Certified Associate of the Indian Institute of Bankers.
\r\n \r\nRavi Gopalakrishnan
\r\nChief Investment Officer - Equity
\r\n \r\n\r\n Ravi Gopalakrishnan joined Sundaram Asset Management Company in January 2022. He has over 3 decades of experience in research and asset management. Prior to Sundaram Mutual, Ravi has worked with Principal AMC, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group, USA, and Sun F & C Asset Management Ltd., UBS-Warburg Dillon Read Securities, and Unit Trust of India Advisory Services.\r\n
\r\n\r\n Ravi holds an MBA from Bradley University, USA, a Masters in Finance (Investments) from Drexel University, USA, and a B.Com. degree from N.M. College of Commerce and Economics, Mumbai.\r\n
\r\n \r\nDwijendra Srivastava
\r\nChief Investment Officer - Debt
\r\n \r\nDwijendra Srivastava joined Sundaram Asset Management Company in July 2010. He has over two decades of experience in debt markets having had Research and Fund Management stints at Deutsche Asset Management, JM Financial Asset Management\r\n and Tata Asset Management prior to joining Sundaram Mutual.
\r\nHe was awarded Best Fund Manager - Debt by Outlook Money in March 2015. Dwijendra is a Chartered Financial Analyst and holds PGDM (Finance) & Bachelor of Technology (Textile Technology) degrees.
\r\n \r\nT. S. Sritharan
\r\nChief Operating Officer
\r\n \r\nSritharan has more than three decades of experience in Finance, Accounts, Taxation and Compliance, out of which more than 20 years are in the mutual fund industry. He has specialized in Fund Accounting (FA), Investor Relations,\r\n Compliance, Banking and Registrar & Transfer Agents Operations. He has a thorough knowledge of RTA operations and has coordinated with three of the top Registrars of Mutual Funds, successfully migrating 3.5 million investor folios.\r\n He is well versed in SEBI Mutual Fund Regulations, RTA and other Regulations issued by SEBI.
\r\nPrior to joining in Sundaram AMC, Sritharan worked at United India Insurance Company Ltd. for eight years and was part of investment team of the UIIC for of five years. He has very good knowledge of custody operations, settlement\r\n of securities and closely interacted with all the custodians, Domestic as well as International. He is a commerce graduate, FIII and is a Fellow Member (FCA) of the Institute of Chartered Accountants of India.
\r\n \r\nRahul Baijal
\r\nSenior Fund Manager - Equity
\r\n \r\n\r\n Rahul Baijal is a Senior Fund Manager - Equity at Sundaram Mutual. He has a PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi College of Engineering, Delhi. Rahul joined Sundaram Mutual in July 2016 as Fund Manager - Equity.\r\n
\r\n\r\n Rahul has been ranked the 4th Best Fund Manager in India in the 3-year category by Outlook Business and Value Research in Feb 2020. He has also been ranked #1 Equity Fund Manager in India between Oct 2016-19 by Citywire (Rank 1 is among 165 Fund Managers across India).\r\n
\r\n\r\n Rahul has a rich experience spanning over 20 years in Equity Research and Fund Management. His prior experience includes working with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
\r\n\r\n At Bharti AXA, as Fund Manager Rahul was responsible for managing the “Growth Opportunity” fund series of equity ULIPs (AUM ~$US 75mn). The fund delivered an average annualized alpha of ~5% over 2013-15. This fund followed a diversified, multicap investing style with a large cap bias.\r\n
\r\n\r\n Prior to that with TVF Capital (India dedicated fund with AUM of $US 200mn) Rahul was involved in various roles initially as an Investment Analyst and later as Co-Fund Manager/ Director. The fund followed a concentrated style of investing with a bottom-up fundamental approach focusing on high conviction ideas in the large and mid-cap space in India.\r\n
\r\n\r\n Earlier as Equity Research analyst with Credit Suisse Securities, Rahul was part of the team ranked number 1 in both Consumer and Strategy in India by AsiaMoney in 2001. The report on “India Consumer and Retail Sectors” titled “Jumbo Retail” in 2005 at HSBC Securities was one of the first detailed reports from the sell-side on the emerging Indian organized retailing industry.\r\n
\r\n\r\n He manages Sundaram Large Cap Fund*, Sundaram Services Fund*, Sundaram Aggressive Hybrid Fund*, Sundaram Focussed Fund*, Sundaram Balanced Advantage Fund*, and Sundaram Debt Oriented Hybrid Fund* (Equity Portion).\r\n\r\n
\r\n*jointly managed
\r\n \r\nBharath S.
\r\n\r\nSenior Fund Manager - Equity,
Head - Research
\r\n Bharath S. is Fund Manager - Equity and Head of Research at Sundaram Mutual. He has over 19 years of experience in the industry across Equity Research and Fund Management.\r\n\r\n
\r\n\r\n Bharath joined Sundaram Mutual in August 2004 as a Research Analyst. He moved into active fund management of hybrid funds in 2012 and has also been managing other open-ended schemes from January 2013. Prior to joining Sundaram Mutual, Bharath worked at Navia Markets as an Analyst.\r\n
\r\n\r\n Bharath holds an MBA from Thiagarajar School of Management, Madurai and is a certified FRM and a Cost Accountant.\r\n
\r\n\r\n\r\n Bharath currently manages Sundaram Mid Cap Fund*, Sundaram Balanced Advantage Fund*, Sundaram Large Cap Fund*, and Sundaram Aggressive Hybrid Fund*.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nRatish B Varier
\r\nFund Manager - Equity
\r\n \r\n\r\n Ratish B Varier is Fund Manager - Equity at Sundaram Mutual. He has ~15 years of experience in Equity Fund Management.\r\n
\r\n\r\n Ratish joined Sundaram Asset Management Company in November 2018. He moved to Sundaram Alternates where he was managing schemes in the small and nano cap category. He moved back to Sundaram Mutual in June 2020.\r\n
\r\n\r\n Prior to joining us, he worked at Mahindra Asset Management, where he was the sole fund manager for Mid cap, Multi cap, Equity saver and ELSS fund. He was part of the core team who set up the mutual fund company for Mahindra finance.\r\n
\r\nPrior to Mahindra, he has worked with Reliance Life Insurance Company Limited as a Fund Manager - Equities , part of the team managing more than $2 bn of equity assets.
\r\nHe is a B.Com. graduate and holds an MBA in Finance. He is also Post Graduate in Investment Analysis as Certified Portfolio Manager.
\r\n\r\n\r\n Ratish currently manages Sundaram Dividend Yield Fund*, Sundaram Rural & Consumption Fund*, Sundaram Mid Cap Fund*, Sundaram Multi Cap Fund*, and Sundaram Infrastructure Advantage Fund.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nRohit Seksaria
\r\nFund Manager - Equity
\r\n \r\n\r\n Rohit Seksaria is Fund Manager - Equity at Sundaram Mutual. He holds an MBA from IIM Ahmedabad and is a rank holding Chartered Accountant (ICAI) and Company Secretary (ICSI). Rohit joined Sundaram Mutual in January 2017.\r\n
\r\n\r\n He has a rich experience spanning over 19 years in Equity Research and Fund Management. His prior experience includes launching and managing an India focused fund and working with Asian hedge funds like Progress Capital and Matchpoint in Singapore and Hong Kong, respectively. Prior to that he headed Crisil Irevna, a research services company.\r\n
\r\n\r\n\r\n\r\n Rohit currently manages Sundaram Financial Services Opportunities Fund*, Sundaram Arbitrage Fund*, Sundaram Global Brand *, Sundaram Nifty 100 Equal Weight Fund*, Sundaram Multi Cap Series I & II*, Sundaram Micro Cap Series XIV - XVII*, Sundaram Emerging Small Cap Series I - VII*, Sundaram Long Term Tax Advantage Series I - IV*, Sundaram Long Term Micro Cap Tax Advantage Series III - VI*, and Sundaram Debt Oriented Hybrid Fund (Equity Portion)*.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nSudhir Kedia
\r\nFund Manager - Equity
\r\n \r\n\r\n Sudhir Kedia has over 16 years of experience in fund management and equity research. Prior to Sundaram, he was worked with Principal India Mutual Fund, Mirae Asset Global Investments and ASK Investment Managers. He has strong educational credentials. He is a Chartered Accountant, Cost and Works Accountant and MBA.\r\n
\r\n\r\n Sudhir currently manages Sundaram Multi Cap Fund*, Sundaram Diversified Equity*, Sundaram Tax Savings Fund*, Sundaram Equity Savings Fund*, Sundaram Small Cap Fund*, Sundaram Multi Cap Series I & II*, Sundaram Micro Cap Series XIV - XVII*, Sundaram Emerging Small Cap Series I - VII*, Sundaram Long Term Tax Advantage Series I - IV*, and Sundaram Long Term Micro Cap Tax Advantage Series III - VI*.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nAshish Aggarwal
\r\nAssociate Fund Manager - Equity
\r\n \r\n\r\n Ashish Aggarwal has over 15-years of experience across the buy-side and sell-side research. He has earlier worked with Principal Mutual Fund, IL&FS Investsmart Securities Ltd., Collins Stewart India, Mangai Keshav Securities, Tata Securities and Antique Stock Broking and Antique Stock Broking. He holds a PGPM from Infinity Business School, and a Bachelors in Mechanical Engineering from Delhi College of Engineering.\r\n
\r\n\r\n Ashish currently manages Sundaram Infrastructure Advantage Fund*, Sundaram Large & Mid Cap Fund*, Sundaram Dividend Yield Fund*, Sundaram Rural & Consumption Fund*, Sundaram Financial Services Opportunities Fund*, Sundaram Arbitrage Fund*, Sundaram Global Brand Fund*, and Sundaram Nifty 100 Equal Weight Fund*.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nSiddharth Chaudhary
\r\n\r\nHead of Fixed Income - Institutional Business
\r\n \r\n\r\n Siddharth Chaudhary is Head - Fixed Income - Institutional Business at Sundaram Mutual. He has over 13 years of experience in the Fixed Income.\r\n
\r\n\r\n He joined Sundaram Mutual in August 2010 as Vice President and Fund Manager - Fixed Income and has been managing fixed income portfolios since then. Prior to joining Sundaram Mutual, he worked at Indian Bank as a Fixed Income and Derivatives Dealer.\r\n
\r\n\r\n Siddharth holds a PG Diploma in Securities Markets from Indian Institute of Capital Markets, Navi Mumbai and is a B.Com. graduate from Delhi University.\r\n
\r\n\r\n\r\n Siddharth currently manages Sundaram Money Fund, Sundaram Low Duration Fund, Sundaram Capital Protection Oriented Funds, Sundaram Debt Oriented Hybrid Fund (Debt Portion), Sundaram Banking & PSU Debt Fund*, Sundaram Money Market Fund*, Sundaram Hybrid Fund Series (Debt Portion), Sundaram Overnight Fund and Sundaram Ultra Short Term Fund*\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nSandeep Agarwal
\r\n\r\nHead - Fixed Income, Retail Business
\r\n \r\n\r\n Sandeep Agarwal is Senior Fund Manager - Debt at Sundaram Mutual. He has over 13 years of experience in the Fixed Income space.\r\n
\r\n\r\n Sandeep joined Sundaram Mutual in October 2010 as a Dealer - Fixed Income. He moved into active fund management in June 2012. Prior to joining Sundaram Mutual, Sandeep worked at Deutsche Asset Management as a Management Trainee - Fixed Income.\r\n
\r\n\r\n Sandeep holds a B.Com. from the University of Kota, Rajasthan. He also holds a Chartered Accountancy qualification from Institute of Chartered Accountants of India, New Delhi; and a Company Secretary qualification from the Institute of Company Secretaries of India, New Delhi.\r\n
\r\n\r\n\r\n Sandeep currently manages Sundaram Corporate Bond Fund*, Sundaram Medium Term Bond Fund*, Sundaram Short Term Debt Fund*, Sundaram Debt Oriented Hybrid Fund*, Sundaram Banking & PSU Debt Fund*, Sundaram Equity Hybrid Fund* (Debt) , Sundaram Money Market Fund*, Sundaram Fixed Term Plans*, Sundaram Ultra Short Term Fund* and Sundaram Overnight Fund.\r\n
\r\n\r\n *jointly managed\r\n
\r\n \r\nWhy are mutual funds your best investment option?
We’ve grown up learning the importance of saving, but with inflation (rise in the costs of goods and services) in the picture, saving just isn’t enough. Investing is key\r\n to securing our financial future. There are several investment options like bank deposits, gold, real estate, equities and mutual funds, and each come with their pros and cons. In this video, we compare mutual funds to these other\r\n options.\r\n
The Importance of Goal-Based Investing
Investing is important to reach your goals, but just investing is not enough. You need to invest according to each goal. What is goal-based investing and why is it important? What\r\n should you keep in mind when you invest?
Let's get serious about retirement planning
If there's one activity that we all tend to postpone and defer, it's retirement planning. Most of us tend to underestimate the perils of poor retirement planning or the lack\r\n of a meaningful corpus at the time of retirement. One mistake that most people make in projecting cash-flow requirements post retirement is visualising a downsizing in lifestyle and consumption needs in post-retirement life. So,\r\n what are the golden rules of estimating post-retirement expenses?
\r\n In our continuous endeavour towards educating investors and helping them make informed investments, we are glad to present a series of Investor Training camps at locations near you. Learn why investing is important, how it can help you reach your financial goals and much more at these camps.\r\n
\r\n\r\n 1. One-time KYC (Know Your Customer):\r\n One-time KYC registration is mandatory to invest in mutual funds. \r\n You can complete your KYC by submitting the following at any of our \r\n branches or collection centers: a) Duly filled and signed Central-KYC form\r\n b) ID Proof and Address Proof: Any Document notified by the Central Government, self-attested. PAN is mandatory for investing in mutual funds. c)\r\n Proof of Address: Same as Identity Proof (except PAN) d) Recent passport sized photograph. \r\n Originals must be carried for verification. 2. Investors must deal with/invest in only SEBI \r\n Registered Mutual Funds. Details are available at \r\n www.sebi.gov.in 3. \r\n Complaint Redressal: Investors can reach us on 1860 425 7237 or write to us at customerservices@sundarammutual.com. For escalation, write to grievanceredressal@sundarammutual.com\r\n or lodge your grievance with SEBI through their SCORES (SEBI Complaint Redressal System) Portal at https://scores.gov.in.\r\n
\r\n\r\n An investor education and awareness initiative by Sundaram Mutual\r\n
\r\nHello! We currently have no New Fund Offer. You could invest in one of our existing funds.
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*/}\r\nThis Agreement is between M/s. Sundaram Finance Ltd., and its affiliates\r\n hereinafter collectively known as Sundaram Finance Group and you as a user of this website.\r\n Affiliates for the purpose of this Agreement means Sundaram Home Finance Ltd., Sundaram Asset\r\n Management Company Limited, Sundaram Finance Distribution Ltd. and such other subsidiaries or\r\n associates of Sundaram Finance Ltd., incorporated for the purpose of dealing with or in relation to\r\n specific financial products and any institution or persons that Sundaram Finance Group chooses to\r\n affiliate itself in the course of its business. This website contains features of financial products\r\n and services not limited to car finance, commercial vehicle finance, equipment finance, home\r\n finance, deposits, mutual funds, retail distribution etc. offered by Sundaram Finance Group.
\r\nPlease read the following terms and conditions before using the services provided by Sundaram Finance\r\n Group. If you do not agree with these terms, do not proceed ahead to visit the site.
\r\nSundaram Finance Group grants to you a non-exclusive, non-transferable,\r\n non-perpetual license to visit the website and utilize the services of the Sundaram Finance Group\r\n subject to terms and conditions of usage as described below.
\r\n2.1 The Services are provided \"AS IS\" without warranty of any kind,\r\n either expressed or implied, and statutory warranties of any kind to the user including without\r\n limitations, warranties of performance, merchantability, fitness for a particular purpose or\r\n non-infringement, accuracy of information or accuracy of calculation or computation or correctness\r\n of applicable rates prescribed by law for calculation of relief or liability.
\r\n2.2 Notwithstanding best efforts by the Sundaram Finance Group to ensure\r\n adherence to stringent performance standards, Sundaram Finance Group does not warrant that the\r\n functions meet your requirements or that the operation of the Services will be uninterrupted or\r\n error free. Sundaram Finance Group does not warrant that files or data sent by or to you will be\r\n transmitted in uncorrupted form or within a reasonable period of time. You bear the entire risk as\r\n to the use, quality, and performance of the Software and the Services.
\r\n2.3 Neither Sundaram Finance Group nor any disseminating party shall be\r\n liable for any inaccuracy, error or delay in, or omission of, (1) any such data, information or\r\n message, or (2) the transmission or delivery of any such data, information or message; or any loss\r\n or damage arising from or occasioned by (i) any such inaccuracy, error, delay or omission, (ii)\r\n non-performance, or (iii) interruption in any such data, information or message, due either to any\r\n act or omission by Sundaram Finance Group or any disseminating party or due to any \"Force Majeure\"\r\n (e.g., flood, extraordinary weather condition, earthquake or other act of God, fire, war,\r\n insurrection, riot, labour dispute, accident, action of government, communications, power failure,\r\n equipment or software malfunction) or any other cause beyond the reasonable control of Sundaram\r\n Finance Group or any disseminating party.
\r\n2.4 You agree that any market data provided by any other agency or\r\n analyst that is made available in the website reflects a proprietary interest in such data by such\r\n agency or analyst. Neither Sundaram Finance Group nor any agency or analyst nor any supplier of\r\n market data guarantees the timeliness, sequence, accuracy, completeness, reliability, or content of\r\n market information, or messages disseminated to or by any party.
\r\n2.5 You agree that Sundaram Finance Group does not intend to make any\r\n claim with reference to appropriateness of finance plan for equipment, car, commercial vehicle, home\r\n or deposit or any investment alternative or any tool for organising finance or calculating tax\r\n liability or relief or scheduling system or investment consultancy services or plan of any kind and\r\n that you agree to verify and analyse your requirements and your capacity before taking any decision.\r\n
\r\n2.6 You also agree that Sundaram Finance Group does not intend to render\r\n appropriate advice or offer the only alternative with respect to the choice of a finance plan for\r\n purchase of an Asset, for organising finance, for calculating tax liability or relief, financial\r\n services, opportunities, nature, potential value or suitability of any scheme to you.
\r\n2.7 You also agree that the Sundaram Finance Group is only providing\r\n information and data in connection with the products and the choice or viability of any product\r\n shall always be the sole decision and responsibility of yours.
\r\n2.8 You agree that any market data provided by any other agency or\r\n analyst that is made available in the website reflects a proprietary interest in such data by such\r\n agency or analyst. Neither Sundaram Finance Group nor any agency or analyst nor any supplier of\r\n market data guarantees the timeliness, sequence, accuracy, completeness, reliability, or content of\r\n market information, or messages disseminated to or by any party.
\r\n2.9 You agree that any market data provided by any other agency or\r\n analyst that is made available in the website reflects a proprietary interest in such data by such\r\n agency or analyst. Neither Sundaram Finance Group nor any agency or analyst nor any supplier of\r\n market data guarantees the timeliness, sequence, accuracy, completeness, reliability, or content of\r\n market information, or messages disseminated to or by any party.
\r\n3.1 Sundaram Finance Group is the absolute owner of all intellectual\r\n property rights in relation to the website www.sundarammutual.com as well as in relation to the\r\n services related thereto. All intellectual property rights are duly protected by law and through\r\n treaties. Intellectual property rights shall mean trademarks, service marks, brand names,\r\n certification marks, trade dress, trade names and other indications of origin in respect of any\r\n information, data or logo or design or heading used in the website, works of authorship, whether\r\n copyrightable or not, copyrights, copyright registrations, and moral rights related thereto. The\r\n licensor does not confer any right on the licensee in or in relation to such intellectual property\r\n rights.
\r\n3.2 You agree and acknowledge that the content or information made\r\n available in the website by Sundaram Finance Group through the service or through advertisement is\r\n duly protected by copyrights, trademarks, service marks, patents, intellectual property rights or\r\n other proprietary rights and laws.
\r\n3.3 You agree that copyrights in the pages, in the screens displaying the\r\n pages, in the information and material therein, in the website www.sundarammutual.com, unless\r\n otherwise indicated, is owned by Sundaram Finance Group. This includes and not limited to all\r\n content in the website, graphical design, text, graphics, interfaces, logos, images, and their\r\n arrangements and compilation is protected by Indian and International copyright laws. Any other use\r\n including reproduction, modification, distribution, transmission, republication, display, or\r\n performance of the content on this site is strictly prohibited. Any violation of this clause by you\r\n would render automatic termination of the services to you, apart from initiation of any proceedings\r\n available under law against you.
\r\n4.1 The license will terminate automatically if you fail to comply with\r\n the terms and conditions of usage or the limitations, which are described herein or if the Services\r\n are terminated or expire. On termination of the license, you must destroy all copies of the\r\n communication with or from Sundaram Finance Group in your possession or control.
\r\n4.2 You understand that Sundaram Finance Group may at any time, at its\r\n sole discretion and without prior notice to you, prohibit or restrict your access to the use of the\r\n website or related services.
\r\n5.1 Under no circumstances and under no legal theory, tort, contract,\r\n Sundaram Finance Group or its licensors shall be liable to you or any other person for any direct,\r\n special, incidental, or consequential, punitive damages of any character including, without\r\n limitation, damages for loss of use, data or profits, loss of goodwill, liability for debt or\r\n personal injury, work stoppage, computer failure or malfunction, commission or attempt to commit any\r\n cyber crime by any third party, delay or failure by any service provided, by any third party or\r\n Government Organisation or Department or any and all other commercial damages or losses, even if\r\n Sundaram Finance Group shall have been informed of the possibility of such damages, or for any claim\r\n by any other party.
\r\n6.1 Sundaram Finance Group is providing the services which is based on\r\n its own assimilation and processing of data, development of proprietary software for performance of\r\n required functions, software created for providing technology solutions in a business environment\r\n based on the data furnished by the user and this website is for your personal use and therefore you\r\n hereby agree not to use the services directly or indirectly in such a manner so as to lease,\r\n sub-lease, sub-license, or sell or resell or exchange the information or copy, distribute, transmit,\r\n display, perform, reproduce, publish, license the information, content, data available in the\r\n website of Sundaram Finance Group or create derivative works thereof.
\r\n6.2 While all efforts have been taken in order to ensure that the\r\n services rendered are error free, you agree that there may arise errors and therefore the services\r\n may not be ideal for being used in an online time bound environment, which requires zero error\r\n performances.
\r\n7.1 Sundaram Finance Group may, in its sole discretion, change, modify,\r\n add or remove portions of this license at any time or discontinue whole or part of the service.\r\n Sundaram Finance Group may notify you of any such changes by posting notice of such changes on\r\n Sundaram Finance Group's website(s) or sending notice via e-mail, postal mail or other means. Your\r\n continued use of the Service following notice of such change shall be deemed to be your acceptance\r\n of any such modification. If you do not agree to any such modification, you must immediately stop\r\n using the Services.
\r\n8.1 It is agreed by the parties that all the information given in the\r\n present website is endeavoured to be correct as on the date of making the present website. It is\r\n further agreed by the parties that the website or Domain name owners or any professional working\r\n thereof do not stand guarantee as to the correctness of the information supplied in the present\r\n website. Both the parties unanimously agree that the website or the Domain name owners or any of the\r\n professionals or any other person working for and on behalf of the said domain and website and\r\n giving information legal or financial of any kind in respect of solicited queries, shall not be\r\n liable in any manner, whatsoever, for the said information, rendered through and/ or by means of the\r\n present website. It is further agreed that whatever information/ advice is sought by you, is sought\r\n on the terms and conditions stipulated in the present website. It is further agreed that the legal\r\n advice, consultancy or information rendered to you in response to any query is based only on the\r\n limited sketchy facts and/ or limited sketchy parameters given by you in your said query/\r\n communication. It may also kindly be noted that the website: www.sundarammutual.com and/ or the\r\n domain name, owners and/ or any of the professionals or any other person connected with the\r\n aforesaid sites and domain and rendering any legal information, advice, opinion or consultancy shall\r\n not be liable in any manner, whatsoever, in any court of law throughout the world in respect or any\r\n information, opinion, advice or consultancy rendered on the aforesaid websites and domains. It is\r\n also agreed that while all efforts have been made to ensure that the information/ advice/\r\n consultancy/ opinion, calculation of relief or liability given to you is/ are correct and true as on\r\n the date, yet in case there are any inaccuracies and/or discrepancies, which may creep in them,\r\n rendering the same ineffective or defective, then on behalf of the said website, domain name, owners\r\n or any of the professionals or any person connected with and giving any information/ advice/ opinion\r\n and consultancy, calculation of relief or liability shall not be liable for the said inaccuracies or\r\n discrepancies of the said opinion, advice information or consultancy or calculation and that they\r\n shall also not be liable in any manner, whatsoever, in respect of any proceedings, law suits,\r\n claims/ damages/ remedies of any kind, whatsoever, in any court of law whatsoever, throughout the\r\n world.\r\n
\r\n8.2 You hereby agree that Sundaram Finance Group has the right to delete\r\n any information or message given by you at its discretion without prior notice if it is of the\r\n opinion that the information or message is obscene, sexually explicit, libelous, defamatory,\r\n threatening, harassing, abusive, hateful, false, inaccurate, misleading, profane, objectionable,\r\n socially unacceptable information of any kind.
\r\n8.3 You hereby agree that as a user, you will not have any claim against\r\n Sundaram Finance Group and Sundaram Finance Group shall not be responsible or liable in any manner,\r\n in the event of any other user violating the conditions of use specifically referred to in paragraph\r\n 8.2 above.
\r\n8.4 You hereby agree that as a user you will not have any claim against\r\n Sundaram Finance Group and Sundaram Finance Group shall not be responsible or liable in any manner,\r\n if any message or information or link is introduced or made to appear in the website or user screen\r\n or home page, which is obscene, sexually explicit, libelous, defamatory, threatening, harassing,\r\n abusive, hateful, false, inaccurate, misleading, profane, objectionable, socially unacceptable\r\n information of any kind. You further agree to report any such display in order to enable Sundaram\r\n Finance Group to take remedial action in the form of deletion of such message or information.
\r\n9.1 You state that the very fact that you are visiting/ have visited the\r\n present website is a complete unqualified acceptance of yours relating to various terms and\r\n conditions detailed in the website as also in the disclaimer. You fully declare and undertake with a\r\n sound mind without any undue force, pressure, influence or coercion on you, that you shall be fully\r\n bound by the terms of the website as also by the terms of the disclaimer. You further undertake that\r\n in case any dispute arises out of and relating to the non-performance of any obligations as a\r\n visitor of this website or as a seeker or querist of opinion, advice or consultancy from the\r\n services of the website or on account of non-payment of dues, being the dues of the querist or\r\n seeker, in respect of the services rendered under this Agreement then the exclusive jurisdiction to\r\n file law suits against you, being the visitor or querist, shall be in the courts at Chennai only.\r\n
\r\n10.1 You hereby agree that any link to other world wide website or\r\n resources provided by Sundaram Finance Group is not subject to any control over such sites or\r\n resources by Sundaram Finance Group and therefore you agree that Sundaram Finance Group or its\r\n employees or directors or officers shall not be responsible or liable for any content, information,\r\n advertising, products, or other materials on or available from such sites or resources.
\r\n10.2 You further agree that Sundaram Finance Group or its employees or\r\n officers or directors shall not be responsible or liable directly or indirectly for any damage or\r\n loss caused or alleged to be caused by or in connection with the use of or reliance on any such\r\n content, information, goods or services available on or through any such site or resource.
\r\n11.1 You agree not to use the information or services made available by\r\n Sundaram Finance Group in any manner to
\r\n(a) impersonate any person or entity or group or falsely state or otherwise\r\n misrepresent an affiliation or connection with a person, entity, or group.
\r\n (b) interfere with or disrupt the service or servers or networks connected to the service, or\r\n disobey any requirements, procedures, policies or regulations of networks connected to the service;\r\n
\r\n (c) intentionally or unintentionally violate any applicable local, state, national, or international\r\n law;
\r\n (d) harass other www.sundarammutual.com users;
\r\n (e) post or transmit any information, which contains a harmful code
\r\n (f) indulge in any cyber crime (cyber crime means any isolated or concerted act whether done in\r\n India or outside India by which the originator of such act or associates (a) gain access to the\r\n computer system or computer network or (b) downloads, copies or extracts any information or data\r\n from such system or (c) introduces any harmful code or (d) causes any damage to the system or\r\n network or (e) causes the non-functioning or malfunctioning of any system or network or (f) causes\r\n denial of access to any authorised person to the system or network or (g) contravenes any provision\r\n of the IT law and the rules and regulation made thereunder or (h) tampers or manipulates any system\r\n or network with the object of operating the account of another person or (i) alters or deletes any\r\n information residing in a computer resource or diminishes the value or utility of the function of\r\n the computer system or network through any means or (j) does any thing which has the effect of\r\n adversely affecting the performance of a computer network or services).\r\n
11.2 You further agree that Sundaram Finance Group has the right to\r\n proceed against you under law and avail the remedies available under the Information Technology Act\r\n 2000 and regulations made there under apart from such other remedies available under law, in the\r\n event of any contravention of the undertaking given by you in paragraph 11.1 above.
\r\n12.1 You agree that Sundaram Finance Group, at its discretion, can fix or\r\n set or modify the limits with reference to the number of e-mails or size of messages or number of\r\n queries that can be raised by you and has the absolute discretion not to respond or provide\r\n solutions as contemplated in the website for any reason. You also agree that in such event the same\r\n shall not be construed as breach of contract or deficiency of service.
\r\n12.2 You agree that the information or details with reference to your\r\n activities, finances, financial position or any other data given by you may be disclosed to\r\n statutory authorities or government agencies if so requested by them. You also agree that all data\r\n or information provided by you shall be subjected to privacy policy which shall also be deemed to be\r\n read by you on proceeding further in the website.
\r\n12.3 You agree that Sundaram Finance Group reserves the right to\r\n determine any fees as well as applicable taxes if any that has to be paid by you in connection with\r\n the usage of the services provided by Sundaram Finance Group.
\r\n12.4 You agree that the information supplied by you in any of the fields\r\n specified in the website in connection with becoming a registered user or in connection with the\r\n availing of the services provided through the website is true, accurate, current and complete.
\r\n12.5 You agree that for your protection and for the protection of\r\n Sundaram Finance Group and as a tool to correct misunderstandings, you understand, agree and\r\n authorise Sundaram Finance Group at its discretion, and without further prior notice to you, to\r\n monitor and record your electronic communications conducted with Sundaram Finance Group directly or\r\n indirectly.
\r\n12.6 Sundaram Finance Group reserves the right to use cookies in the\r\n website in order to store and track information about the user. Information includes surfing\r\n behaviour, URL of the pages visited, browsing details, IP address.
\r\n13.1 You agree to be the only authorised user of user's login ID and\r\n password.
\r\n13.2 You agree to keep the login ID and password totally confidential and\r\n you shall not reveal the password to any third party including your employees if any.
\r\n13.3 You agree that in order to ensure better security and safety on the\r\n internet as well as to ensure confidentiality in respect of your transaction, it is advisable that\r\n the password that is adopted is at least 5 characters long and shall consist of the mixture of\r\n alphabets and numbers which must not relate to any readily accessible personal data such as your\r\n name, address, telephone number, driver license number, internet password or any easily identifiable\r\n combination of letters and numbers.
\r\n13.4 You shall ensure that the password is not recorded in writing or in\r\n electronic form.
\r\n13.5 You agree to immediately change the password and notify Sundaram\r\n Finance Group of any unauthorised use of username and password and the date of its occurrence.
\r\n13.6 You also agree to log off from the service at any time when you are\r\n not accessing or using the service and in the event of any liability or loss, which takes place on\r\n account of the failure of your part in not logging off the service, you alone be responsible for the\r\n same.
\r\n13.7 You agree to immediately notify Sundaram Finance Group if you\r\n discover any unauthorised access or discrepancies or the commission or attempt to commit any cyber\r\n crime or you forget the password or a security flaw is discovered in the system. In all such cases,\r\n you have to communicate to Sundaram Finance Group in writing and on receipt of such request, the\r\n system may generate a new password. At no point of time Sundaram Finance Group shall be liable for\r\n any loss, notional or actual, that may be suffered by you by the reason of any misuse or security\r\n lapse or cyber crime in connection with the user password.
\r\n14.1 This Agreement represents the complete agreement concerning the\r\n subject matter hereto. Sundaram Finance Group reserves its rights to amend this Agreement in the\r\n manner it deems fit and the User shall not have any right to amend this Agreement. Any amendment of\r\n this Agreement, if done, shall not vitiate the enforceability of this Agreement. The only right of\r\n the User is to discontinue using the website.
\r\n15.1 This Agreement shall be governed only by the law prevailing in\r\n India. All disputes, disagreements, claims, etc., shall be subject to the exclusive jurisdiction of\r\n the courts of Chennai and the jurisdiction of all other courts, tribunals, governments and\r\n governmental or International agencies, situated anywhere in the world including the USA, over such\r\n disputes, disagreements, claims, etc., is specifically and voluntarily and consciously excluded by\r\n the parties by means of this present Agreement. The parties to this Agreement further voluntarily\r\n and consciously, without any undue force, pressure and coercion, unanimously agree that in the\r\n future, on or without the behest of any party to this Agreement or otherwise, no court, tribunal,\r\n governments, governmental agencies or international agencies shall assume jurisdiction over any\r\n disputes or disagreements or dissatisfaction, etc. of any nature whatsoever, relating to any aspects\r\n of the services or otherwise provided by Sundaram Finance Group. The parties to this Agreement once\r\n again voluntarily and consciously, without any undue force, pressure and coercion, unanimously agree\r\n that only courts within the territorial jurisdiction of Chennai shall have the exclusive and\r\n comprehensive jurisdiction over any matter or service relating to Sundaram Finance Group, to the\r\n exclusion of all other existing courts. The application of the United Nations convention of contract\r\n for the international sale of goods is expressly excluded.\r\n
\r\n15.2 The provisions of this Agreement shall be subject to the\r\n constitution, rules, regulations, if any applicable, or introduced in respect of the subject matter\r\n of this Agreement. Also, where applicable, the transactions shall be subject to the provisions of\r\n the Information Technology Act 2000 and various relevant guidelines or regulations issued under the\r\n Information Technology Act 2000 in this regard and as amended from time to time, and any other\r\n guidelines or regulations or code of conduct specified by any body or institution authorised to\r\n regulate transaction pertaining to financial services or internet transactions or internet protocol.\r\n
\r\n15.3 You agree to duly comply with any law or regulation that is\r\n introduced or made applicable to regulate Internet transaction or broadcasting services or usage of\r\n cyber space.
\r\n16.1 Any clause of this Agreement declared invalid by the appropriate\r\n authority shall be deemed severable and shall not affect the validity or enforceability of this\r\n Agreement.
\r\n17.1 Except as specifically permitted in this Agreement, no provision of\r\n this Agreement can be, nor be deemed to be, waived, altered, modified or amended unless so\r\n specified.
\r\n17.2 Any indulgence or concession given to the User shall not be deemed\r\n to be a waiver of the breach or default of the terms of this Agreement.
\r\n18.1 You specifically agree to hold Sundaram Finance Group harmless from\r\n any and all claims, and also agree that Sundaram Finance Group shall not be liable for any loss,\r\n actual or perceived, caused directly or indirectly by government restriction, regulation, war,\r\n strike, equipment failure, communication line failure, system failure, failure of any third party\r\n service provided due to any strike or lock out or go slow tactics, security failure on the Internet,\r\n commission or any attempt to commit any cyber crime or unauthorised access, theft, or any problem,\r\n technological or otherwise, that might prevent you from entering Sundaram Finance Group website or\r\n that might prevent Sundaram Finance Group from rendering services.
\r\n18.2 Where despite best efforts taken by Sundaram Finance Group in\r\n connection with the security with reference to the operation of the website, you agree that if any\r\n cyber crime is committed or attempted by any third party which results in an unauthorised message or\r\n information or communication being made in website or through the website to you, then Sundaram\r\n Finance Group, its employees, officers, directors shall not be responsible or liable for loss,\r\n actual or perceived or any other consequences of whatever nature to you, caused directly or\r\n indirectly by such commission of cyber crime or attempt to commit such cyber crime. However,\r\n Sundaram Finance Group shall be entitled to take such action as they deem fit against any such\r\n offences or attempts to commit such offences.
\r\nAll the information given in the present website is endeavoured to be correct as on the date of making the present website. It may kindly be noted that the website or Domain name owners or Sundaram Finance Group or any of its employees, officers, directors, consultants, professionals, technical or otherwise working thereof do not stand guarantee as to the correctness of the information supplied in the present website. Kindly note that the website or the Domain name owners or Sundaram Finance Group or its employees, officers, directors, consultants, professionals technical or otherwise or any other person working for and on behalf of the said domain and website and giving information, of any kind whatsoever, in response to the solicited queries, shall not be liable in any manner whatsoever, for the said information, rendered through and/or by means of the present website.
\r\nKindly note that whatever information/advice is sought by you, is sought on the terms and conditions stipulated in the present website. Kindly further note that the advice, consultancy or information rendered to you in response to any query is based only on the limited sketchy facts and/or limited sketchy parameters given by you in your said query/communication.
\r\nIt may also kindly be noted that the website: www.sundarammutual.com and/or the domain name, owners and/or any of the employees, officers, directors, consultants, professionals, technical or otherwise or any other person connected with the aforesaid sites and domain and rendering any information, advice, opinion or consultancy in respect of any financial product or services shall not be liable in any manner, whatsoever, in any court of law throughout the world in respect of such any information, opinion, calculation, computation or advice or consultancy rendered on the aforesaid website and domains.
\r\nIt may also kindly be noted that while all efforts have been made to ensure that the information/advice/consultancy/calculation/computation/opinion given to you is/are correct and true as on the date, yet in case there are any inaccuracies and/or discrepancies which may creep in the said opinion/information/advice/calculation/computation or consultancy, rendering them ineffective or defective, then on behalf of the said website, domain name, owners or employees, officers, directors, consultants, professionals technical or otherwise or any person connected with and giving any information /advice /opinion/calculation/computation and consultancy, shall not be liable for the said inaccuracies or discrepancies of the said opinion, calculation, computation, advice information or consultancy and that they shall also not be liable in any manner, whatsoever, in respect of any proceedings, law suits, claims/damages/remedies of any kind, whatsoever, in any court of law whatsoever, throughout the world.\r\n
\r\nThe material contained in this site and on associated web pages is general information and is not intended to be advice on any particular matter. Subscribers and users should seek appropriate professional advice before acting on the basis of the information contained herein. The decision with respect to any financial product or opportunity or nature or suitability or the choice or the viability of any product or service shall always be sole responsibility and decision of the subscriber and user.
\r\nSundaram Finance Group and/ or its respective suppliers make no representations about the suitability, reliability, timeliness, and accuracy of the information, software, products, services and related graphics contained on this website for any purpose. All such information, software, products, services and related graphics are provided \"as is\" without warranty of any kind. Sundaram Finance Group and/or its respective suppliers hereby disclaim all warranties and conditions with regard to this information, software, products, services and related graphics, including all implied warranties and conditions of merchantability, warranties of performance, fitness for a particular purpose, title and non-infringement.
\r\nIn no event shall Sundaram Finance Group and/or its suppliers be liable for any direct, indirect, punitive, incidental, special, consequential damages or any damages whatsoever including, without limitation, damages for loss of use, data or profits, arising out of or in any way connected with the use or performance of this website, with the delay or inability to use this website, the provision of or failure to provide services, or for any information, software, products, services and related graphics obtained through this website, or otherwise arising out of the use of this website, whether based on contract, tort, strict liability or otherwise, even if Sundaram Finance Group or any or its suppliers has been advised of the possibility of damages. If you are dissatisfied with any portion of this website, or with any of these terms of use, your sole and exclusive remedy is to discontinue using this website.
\r\nAny dispute that may arise relating to the non-performance of any obligations as a visitor of this website or as a user of the services of the website or in respect of any claim on account of non-payment of any dues, if any being the dues of the user, in respect of the services rendered, then the exclusive jurisdiction to file law suits against the visitor or user, shall be in the courts of Chennai to the exclusion of all other courts, tribunals, and any other judicial forum or body anywhere in the world.
\r\nSundaram Asset Management Company (SAMC) values the privacy of visitors, being registered users or other visitors (generally termed as ‘visitors’ in this policy, to this website/ mobile application. This privacy policy summarizes what information we might collect from a visitor, and what we will and will not do with it. The policy, which we constantly update and improve from time to time, concern the collection, use and security of your information that will help protect the visitor’s privacy.
\r\nPlease note that this privacy policy does not govern the collection and use of information by companies that SAMC does not control, nor by individuals not employed or managed by SAMC. If you visit a website that we mention or link to, be sure to review its privacy policy before providing the site with information.
\r\nWe recommend that visitors to our site and mobile application users review our privacy policies from time to time to learn of new privacy practices and changes to our policies.
\r\nWe adopt reasonable security practices and procedures and will protect your Personal Information by reasonable security safeguards appropriate to the sensitivity of the Personal Information, consistent with generally accepted standards of commercial business practice, which includes, technical, operational, managerial and physical security controls in order to protect your Personal Information from unauthorized access, or disclosure while it is under our control.
\r\nThe information for the accounts you have with the AMC website/ mobile application are kept secure and confidential through multiple security features and procedures. The information you request from our website/ mobile application for your accounts can only be accessed with your password.
\r\nInformation you submit through our website/ mobile application, as well as the information we send back to you while you are visiting our website/ mobile application, is protected while passing through the Internet using strong encryption (\"scrambling\" to make it incomprehensible) when necessary. Our secure server software encrypts information, ensuring that Internet communications through our website/ mobile application stay private and protected.
\r\nYour account information is not permanently stored on our Web server. The information only resides on our Web server while you are viewing the information. It is permanently stored on our secured corporate computer systems. Our corporate network systems, which store your account information, use proven security controls. We have data security staff whose sole responsibilities are to ensure the security of the information we process and store.
\r\nAMC has policies and procedures in place to limit access to your information to only those who have a business need to view it.
\r\nYou agree and understand that when we use trusted third parties to act on our behalf for performing certain functions such as processing transactions, issuing account statements, payment gateway services, customer services etc., contractual or other means are used to ensure reasonable security safeguards appropriate to the sensitivity of the Personal Information, consistent with generally accepted standards of commercial business practice.
\r\nAny account statement containing financial information pertaining to the investor, if it is to be sent over the internet to such investor, distributors or any other entity as indicated above will be sent only through a secure means and/or through encrypted electronic mail.
\r\nYou may download materials, data, etc. displayed on the website for non-commercial and/or personal use only. You may not, however, distribute, modify, transmit, reuse, report, or use the contents of the website for public or commercial purposes, including the text, images, audio and video without AMCs written permission.
\r\nYou shall not delete, modify and/or otherwise interfere with copyright or other intellectual property rights displayed on the website.
\r\nIt is always up to you whether to disclose personally identifiable information to us, although if you elect not to do so, we reserve the right not to register you as a user or provide you with any products or services. \"Personally identifiable information\" means information that can be used to identify you as an individual, such as, for example:
\r\nIf you do provide personally identifiable information to us, either directly or through a reseller or other business partner, we will:
\r\nWe may collect other information that cannot be readily used to identify you, such as (for example) the domain name and IP address of your computer. We may use this information, individually or in the aggregate, for technical administration of our website(s); research and development; customer and account administration; and to help us focus our marketing efforts more precisely.
\r\nSAMC uses “cookies” to store personal data on your computer. We may also link information stored on your computer in cookies with personal data about specific individuals stored on our servers. If you set up your Web browser (for example, Internet Explorer or Firefox) so that cookies are not allowed, you might not be able to use some or all of the features of our website(s).
\r\nAMC makes no representations of any kind whatsoever about the content of any such website that you may access through this website. You are advised to read the terms and conditions/disclaimers of such website that may be accessed by you. AMC also advises you to confirm the accuracy of any such information before seeking to rely on such information. AMC disclaims all liability that you may incur as a result of relying on any such reports/information and/or accessing any other website and/or any third party content that may be accessed from the website.
\r\nTo help protect your privacy, be sure:
\r\nSAMC‘s operations are located primarily in India. If you provide information to us, the information will be transferred out of the European Union (EU) to India. By providing personal information to us, you are consenting to its storage and use as described herein.
\r\nYou must be at least 18 years old to use SAMC’s website(s) and service(s). SAMC does not knowingly collect information from children under 18.
\r\nWe reserve the right to change this privacy policy as we deem necessary or appropriate because of legal compliance requirements or changes in our business practices. If you have provided us with an email address, we will endeavor to notify you, by email to that address, of any material change to how we will use personally identifiable information.
\r\nDespite our best efforts, if unauthorized persons breach our security control measures resulting in the Site being hacked or presenting inaccurate information etc., SAMC, their directors, officers, employees or affiliates’ will not be responsible.
\r\nUnless otherwise stated, we own the intellectual property rights in the website/ mobile application and material on the website/ mobile application. You may view, download for caching purposes only, and print pages from the website/ mobile application for your own personal use, subject to the restrictions set out in these terms and conditions of use.
\r\nMutual Fund investments are subject to market risks, read all scheme documents carefully. There is no assurance or guarantee that the scheme's objectives will be acheived. As with any investment in stocks and shares, the NAV of the units issued under the schemes can go up or down depending upon the factors and forces affecting the Capital market. Past performance of the Sponsor/ Mutual fund/ Asset Management Company does not guarantee the future performance of the schemes of the Mutual Fund. The names of the schemes do not, in any manner, indicate either the quality of the schemes, their future prospects or their returns. Investors in the schemes are not being offered any guaranteed returns.
\r\n\r\n Statutory:\r\n
\r\n\r\n Mutual Fund: Sundaram Mutual Fund is a trust under Indian Trusts Act, 1882.\r\n
\r\n\r\n Sponsor: Sundaram Finance Ltd. Liability for sponsor is limited to 1 lakh.\r\n
\r\n\r\n Investment Manager: Sundaram Asset Management Company Ltd.\r\n
\r\n\r\n Trustee: Sundaram Trustee Company Ltd.\r\n
\r\n\r\n Download PDF\r\nSEBI has issued circulars dated October 06, 2017 and December 04, 2017, in order to bring the desired uniformity in the practice, across Mutual Funds and to standardize the scheme categories and characteristics of each category. The objective is to bring uniformity in the characteristics of similar type of schemes launched by different Mutual Funds and to ensure that an investor of Mutual Funds is able to evaluate the different options available, before taking an informed decision to invest in a scheme. Placed below are Sundaram Mutual Fund’s updated scheme names, category and scheme types for your information. For further details, please refer notice cum addendum issued in this regard here.
\r\n| S.No. | \r\nOld Scheme Name | \r\nNew Scheme Name | \r\nCategory & Type of scheme | \r\n
|---|---|---|---|
| 1 | \r\nSundaram Equity Multiplier | \r\nSundaram Large and Mid Cap Fund | \r\nLarge & Mid Cap Fund \r\n An open-ended equity scheme investing in both large cap and mid cap stocks | \r\n
| 2 | \r\nSundaram Select Mid Cap\r\n | \r\nSundaram Mid Cap Fund\r\n | \r\nMid Cap Fund An open-ended equity scheme predominantly investing in mid cap stocks | \r\n
| 3 | \r\nSundaram S.M.I.L.E\r\n | \r\nSundaram Small Cap Fund\r\n | \r\nSmall Cap Fund An open-ended equity scheme predominantly investing in small cap stocks | \r\n
| 4 | \r\nSundaram Select Focus\r\n | \r\nSundaram Select Focus*\r\n | \r\nFocused Fund An open-ended equity scheme investing in maximum 30 stocks of large cap companies | \r\n
| 5 | \r\nSundaram Balanced Fund\r\n | \r\nSundaram Equity Hybrid Fund\r\n | \r\nAggressive Hybrid An open-ended hybrid scheme investing predominantly in equity and equity related instruments | \r\n
| 6 | \r\nSundaram Rural India Fund\r\n | \r\nSundaram Rural and Consumption Fund\r\n | \r\nSectoral/ Thematic An open-ended equity scheme investing in Rural and/ or consumption sector | \r\n
| 7 | \r\nSundaram Infrastructure Advantage Fund\r\n | \r\nSundaram Infrastructure Advantage Fund*\r\n | \r\nSectoral/ Thematic An open-ended equity scheme investing in Infrastructure theme | \r\n
| 8 | \r\nSundaram Financial Services Opportunities Fund\r\n | \r\nSundaram Financial Services Opportunities Fund*\r\n | \r\nSectoral/ Thematic An open-ended equity scheme investing in Financial services sector | \r\n
| 9 | \r\nSundaram Equity Plus\r\n | \r\nSundaram Multi Asset Fund\r\n | \r\nMulti Asset Allocation An open-ended scheme investing in Equity, Fixed Income and Commodity ETFs/ REITs/ InvITS | \r\n
| 10 | \r\nSundaram Diversified Equity#\r\n | \r\nSundaram Diversified Equity*\r\n | \r\nELSS An open-ended equity linked savings scheme with a statutory lock in of 3 years and tax benefit\r\n | \r\n
| 11 | \r\nSundaram Global Advantage Fund#\r\n | \r\nSundaram Global Advantage Fund*\r\n | \r\nFoFs (Overseas/ Domestic) An open-ended fund of fund scheme investing in Emerging Markets/ Real Estate and Commodity funds | \r\n
| 12 | \r\nSundaram Nifty 100 Equal Weight Fund#\r\n | \r\nSundaram Nifty 100 Equal Weight Fund*\r\n | \r\nIndex Funds/ ETFs An open-ended scheme replicating Nifty 100 Equal Weighted index | \r\n
| 13 | \r\nSundaram Money Fund\r\n | \r\nSundaram Money Fund*\r\n | \r\nLiquid An open-ended liquid scheme | \r\n
| 14 | \r\nSundaram Ultra Short Term Fund\r\n | \r\nSundaram Low Duration Fund\r\n | \r\nLow Duration Fund An open-ended low duration debt scheme investing in instruments with Macaulay duration between 6 months and 12 months | \r\n
| 15 | \r\nSundaram Flexible Fund - Flexible Income\r\n | \r\nSundaram Corporate Bond Fund\r\n | \r\nCorporate Bond Fund An open-ended debt scheme predominantly investing in AA+ and above rated corporate bonds | \r\n
| 16 | \r\nSundaram Banking & PSU Debt Fund\r\n | \r\nSundaram Banking & PSU Debt Fund*\r\n | \r\nBanking & PSU Debt An open-ended debt scheme predominantly investing in debt instruments of banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds | \r\n
| 17 | \r\nSundaram Bond Saver\r\n | \r\nSundaram Medium Term Bond Fund\r\n | \r\nMedium Duration Fund Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years and 4 years | \r\n
| 18 | \r\nSundaram Select Debt Short Term Asset Plan\r\n | \r\nSundaram Short Term Debt Fund\r\n | \r\nShort Duration Fund An open-ended short term debt scheme investing in instruments with Macaulay duration between 1 year and 3 years | \r\n
| 19 | \r\nSundaram Income Plus\r\n | \r\nSundaram Short Term Credit Risk Fund\r\n | \r\nCredit Risk Fund An open-ended debt scheme predominantly investing in AA and below rated corporate bonds | \r\n
| 20 | \r\nSundaram MIP-Aggressive\r\n | \r\nSundaram Debt Oriented Hybrid Fund\r\n | \r\nConservative Hybrid Fund An open-ended hybrid scheme investing predominantly in debt instruments | \r\n
| 21 | \r\nSundaram Gilt Fund\r\n | \r\nMerged with Sundaram Corporate Bond Fund\r\n | \r\nClick here for the merger addendum | \r\n
| 22 | \r\nSundaram Regular Savings Fund\r\n | \r\nMerged with Sundaram Corporate Bond Fund\r\n | \r\nClick here for the merger addendum | \r\n
* denotes \"No Change in Name\" ,# denotes \"No Change in Fundamental Attributes\"\t\t
\r\n\r\nDear investor,
\r\nPursuant to SEBI approval dated 18/11/2021, please find below the proposed list of scheme mergers.
\r\n| S.No. | \r\nSurviving Scheme\r\n \r\n Category | \r\n Transferor\r\n \r\n scheme | \r\n Transferee\r\n \r\n scheme | \r\n Proposed New Name/Surviving Scheme | \r\nExit Option\r\n \r\n Letter | \r\n SID | \r\n\r\n
|---|---|---|---|---|---|---|
| 1 | \r\nLarge Cap | \r\nSundaram Select Focus | \r\nSundaram Bluechip Fund | \r\nSundaram Large Cap Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 2 | \r\nLarge Cap | \r\nPrincipal Large Cap Fund | \r\nSundaram Large Cap Fund (Erstwhile Sundaram Bluechip Fund) | \r\nSundaram Large Cap Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 3 | \r\nLarge and Midcap | \r\nPrincipal Emerging Bluechip Fund | \r\nSundaram Large and Mid Cap fund | \r\nSundaram Large and Mid Cap fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 4 | \r\nMid Cap | \r\nPrincipal Midcap Fund | \r\nSundaram Mid Cap Fund | \r\nSundaram Mid Cap Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 5 | \r\nSmall Cap | \r\nPrincipal Small Cap Fund | \r\nSundaram Small Cap Fund | \r\nSundaram Small Cap Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 6 | \r\nMulti Cap | \r\nSundaram Equity Fund | \r\nPrincipal Multi Cap Growth Fund | \r\nSundaram Multi Cap Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 7 | \r\nFund of Funds (Overseas) | \r\nPrincipal Global Opportunities Fund | \r\nSundaram Global Brand Fund | \r\nSundaram Global Brand Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 8 | \r\nArbitrage | \r\nSundaram Arbitrage Fund | \r\nPrincipal Arbitrage Fund | \r\nSundaram Arbitrage Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 9 | \r\nDynamic Asset Allocation/Balanced Advantage | \r\nSundaram Balanced Advantage Fund | \r\nPrincipal Balanced Advantage Fund | \r\nSundaram Balanced Advantage Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 10 | \r\nEquity Savings | \r\nSundaram Equity Savings Fund | \r\nPrincipal Equity Savings Fund | \r\nSundaram Equity Savings Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 11 | \r\nAggressive Hybrid | \r\nSundaram Equity Hybrid Fund | \r\nPrincipal Hybrid Equity Fund | \r\nSundaram Aggressive Hybrid Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 12 | \r\nIndex Fund | \r\nSundaram Smart NIFTY 100 Equal Weight Fund | \r\nPrincipal Nifty 100 Equal Weight Fund | \r\nSundaram NIFTY 100 Equal Weight Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 13 | \r\nLiquid | \r\nSundaram Money Fund | \r\nPrincipal Cash Management Fund | \r\nSundaram Liquid Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 14 | \r\nLow Duration | \r\nSundaram Low Duration Fund | \r\nPrincipal Low Duration Fund | \r\nSundaram Low Duration Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 15 | \r\nShort Duration | \r\nSundaram Short Term Debt Fund | \r\nPrincipal Short Term Debt Fund | \r\nSundaram Short Duration Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| 16 | \r\nUltra Short Duration | \r\nSundaram Ultra Short Term Fund | \r\nPrincipal Ultra Short Term Fund | \r\nSundaram Ultra Short Duration Fund | \r\n\r\n \r\n | \r\n \r\n \r\n | \r\n
| S.No. | \r\nSurviving Scheme Category | \r\nSchemes Acquired from PMF | \r\nScheme name post Transfer to SMF | \r\nSID | \r\n
|---|---|---|---|---|
| 1 | \r\nFocused | \r\nPrincipal Focused Multicap Fund | \r\nSundaram Focused Fund | \r\n\r\n \r\n | \r\n
| 2 | \r\nDividend Yield | \r\nPrincipal Dividend Yield Fund | \r\nSundaram Dividend Yield Fund | \r\n\r\n \r\n | \r\n
| 3 | \r\nELSS | \r\nPrincipal Tax Savings Fund | \r\nSundaram Tax Savings Fund | \r\n\r\n \r\n | \r\n
| S.No. | \r\nScheme Category | \r\nScheme Name | \r\nRemarks | \r\n\r\nClosure of Subscription and SIP/STP consent | \r\n
|---|---|---|---|---|
| 1 | \r\nELSS | \r\nSundaram Diversified Equity | \r\nFresh Subscription stopped | \r\n\r\n \r\n | \r\n
\r\n
\r\n\r\n
\r\n Your request for SIP Registration transaction/s has been submitted successfully. Allotment
of units will be\r\n based on the applicable NAV of the scheme.\r\n
\r\n
\r\n If you have any queries, please call us on\r\n 1860 425 7237 or write to us at\r\n customerservices@sundarammutual.com\r\n ,with the subject line as mentioned below :\r\n
SIP Batch Reference Number{trDetails?.refNo}\r\n
\r\n Your request for Purchase transaction/s has been submitted successfully. Allotment
of units\r\n will be based on the applicable NAV of the scheme.\r\n
\r\n
\r\n If you have any queries, please call us on\r\n 1860 425 7237 or write to us at\r\n customerservices@sundarammutual.com\r\n ,with the subject line as mentioned below :\r\n
Purchase Batch Reference Number{trDetails?.refNo}\r\n
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*/}\r\nYou are already active in another window. Please close\r\n
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