Sundaram MF Interview 21st Sep 2022 : 2pm to 2:30 pm ( Via Microsaoft Teams )

Chairman : Mr. Harsha Viji

MD : Mr.Sunil Subramaniam
AUM : 54000 Crores +
25 Years in Wealth Management
20 lakh active folios (June)
94 Branches ( Including International & Shared )
53,818 Empanelled Distributors)
Sundaram PMS Spun off into Sundaram Alternates

Sundaram Equity Funds Sundaram Hybrid Fund

1) Sundaram Large cap 1) Balanced Advantage Fund

2) Sundaram Flexi Cap 2) Arbitrage Fund
3) Sundaram Focused Fund 3) Equity Savings
4) Sundaram Tx Saving (ELSS)
5) Sundaram Midcap
6) Sundaram Large & Midcap
7) Sundaram Multicap
8) Sundarm Small Cap
9) Sundaram Balanced Advantage
10) Sundaram Diversified Equity

Sundaram Debt Fund Sundaram Liquid Fund

1) Sundaram Ultra Short Duration fund 1) Sundaram Liquid Fund

2) Sundaram Corporate bond fund
3) Sundaram Bankinf and PSU debt fund
4) Sundaram Low duration
5) Sundaram Short duration
6) Sundaram Overnight fund
7) Sundaram Money Market fund
8) Sundaram Medium term bond fund.

What is Grandfather NAV ?

31st Jan 2018 – Upto that date the NAV would be grand fathered without 10% LTCG
From 1st Feb 2018 the difference will be tax and will not be grandfathered.

Inflation :
Sensex: 59,700 levels ( 578 points up on 20th sep )
Nifty: 17,907 ( 205 points up on 20th Sep )
10 Year Bond yield : 7.27 %
GDP: 7.2%
Repo : 5.40%
Reverse Repo: 3.35%
CPI: 7%
WPI: 12.41%
GDP :13.5%
IIP : 2.4%
Brent Crude Oil : $ 94.80/bl
CRR: 4.50%
SLR: 18.00%

How many Indian Indices are there? Global Indices?

S&P BSE Sensex 1) NASDAQ
Nifty 50 2) Russell 3000
Nifty 100 3) FTSE
Nifty 500 4) Nikkei
Nifty Bank 5) Hang Seng
S&P BSE Power
S&P BSE Small Cap
S&P BSE HC

 India is looking like a more peaceful place to be in for financial markets compared
to global uncertainties.
 The big swing factor are the FIIs.. after selling for 9 long months now they are
buying
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