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This document provides information about the Sundaram Floating Rate Fund, including investment objectives, asset allocation, risk profile, and detailed guidelines for prospective investors.
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How to fill out Sundaram Floating Rate Fund

01
Gather necessary documents such as your KYC (Know Your Customer) details.
02
Visit the official Sundaram Mutual Fund website or the nearest branch.
03
Click on 'Invest Now' for Sundaram Floating Rate Fund.
04
Choose the investment amount and select the investment type (lump sum or SIP).
05
Fill out the application form with your personal and bank details.
06
Submit the required documents, such as ID proof and address proof.
07
Go through the terms and conditions before confirming your investment.
08
Make the payment through the designated payment method (online transfer, cheque, etc.).
09
Keep a record of your transaction acknowledgment for future reference.

Who needs Sundaram Floating Rate Fund?

01
Investors looking for a steady income with less volatility.
02
Individuals who want to diversify their investment portfolio.
03
Those seeking to invest in a fund that manages interest rate risks.
04
Investors looking to benefit from short to medium-term debt securities.
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Frequently Asked Questions Fund NameFund Category5.0 Year Return (Annualized) Nippon India Floater Fund Debt 6.69 % p.a. Axis Floater Fund Debt NA Aditya Birla Sun Life Floating Rate Fund Debt 6.51 % p.a. HDFC Floating Rate Debt Fund Debt 6.87 % p.a.1 more row
Sundaram MF Top Rated Funds Sundaram Financial Services Opportunities Fund Direct-Growth. Sundaram Dividend Yield Fund Direct-Growth. Sundaram Consumption Fund Direct-Growth. Sundaram ELSS Tax Saver Fund Direct. Sundaram Aggressive Hybrid Fund Direct-Growth. Sundaram Equity Savings Fund Direct-Growth.
Top Fund Managers of Sundaram Mutual Fund Sundaram Mid Cap - Direct Plan - Growth Option. Sundaram Consumption Fund Direct Plan - Growth Option. Sundaram Business Cycle Fund Direct Growth. Sundaram Multi Cap Fund-Direct Plan - Option.
This NBFC has been accredited with a credit rating of AAA/Stable by CRISIL and AAA/Stable by ICRA. As per the CRISIL, AAA indicates very strong chances of timely interest and principal repayment by the NBFC.
This fund has been launched on 01-02-2024. Sundaram Multi Asset Allocation Fund Regular Plan Growth has an Asset Under Management (AUM) of 2664.55 as on 2025-08-13. The fund has an expense ratio of 1.86, which is quite reasonable as compared to most other hybrid mutual fund schemes.
List of the best Mutual Funds to invest in India ICICI PRU BHARAT 22 FOF-G. ICICI Pru Bharat 22 FOF-G has offered a high annual return in the last five years. Quant Focused-G. ICICI Pru Bluechip-G. Nippon India Large Cap-G. DSP Nifty 50 Equal Weight Index Reg-G.
Sundaram Finance FD Interest Rates 2025 TenureNormal Citizen FD RateSenior Citizen FD Rate 1 year - 1 year 7.2% 7.7% 1 year 1 day - 2 years 11 months 30 days 7.5% 8%

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Sundaram Floating Rate Fund is a mutual fund scheme that primarily invests in floating rate debt instruments. It aims to provide investors with growth potential while minimizing interest rate risk by adjusting the portfolio's focus based on market interest rates.
Investors who have invested in the Sundaram Floating Rate Fund are required to file for it, especially if they meet specific tax filing obligations or need to report their investments for financial purposes.
To fill out the application for Sundaram Floating Rate Fund, investors need to complete the application form available at authorized branches or online platforms, providing necessary personal and financial details, along with preferred investment amounts.
The purpose of Sundaram Floating Rate Fund is to provide investors with a means of income generation that adjusts to changing interest rates, thereby safeguarding against potential interest rate fluctuations and aiming for capital appreciation.
Investors must report details such as the amount invested, their personal identification details, the date of investment, and any gains or losses when filing their taxes or for financial reporting purposes.
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