Investor Education

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Investor Awareness Programs

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.

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A measure of risk-adjusted performance, a higher Alpha indicates a security has performed better than it’s given beta (volatility).

1. One-time KYC (Know Your Customer): One-time KYC registration is mandatory to invest in mutual funds. You can complete your KYC by submitting the following at any of our branches or collection centers: a) Duly filled and signed Central-KYC form b) ID Proof and Address Proof: Any Document notified by the Central Government, self-attested. PAN is mandatory for investing in mutual funds. c) Proof of Address: Same as Identity Proof (except PAN) d) Recent passport sized photograph. Originals must be carried for verification. 2. Investors must deal with/invest in only SEBI Registered Mutual Funds. Details are available at 3. Complaint Redressal: Investors can reach us on 1860 425 7237 or write to us at For escalation, write to or lodge your grievance with SEBI through their SCORES (SEBI Complaint Redressal System) Portal at

An investor education and awareness initiative by Sundaram Mutual

3.3 Million+ Investors trust Sundaram Mutual

Mutual fund investments are subject to market risks, read all scheme related documents carefully.