A STUDY ON WEALTH CREATION THROUGH SYSTEMATIC INVESTMENT PLANS WITH REFERENCE TO SUNDARAM MUTUAL FUND

Authors

  • Dr. Aitha Cheralu Author
  • D. Yashwanth Reddy Author

Keywords:

Systematic Investment Plans (SIPs), Wealth Creation, Mutual Funds, Sundaram Mutual Fund, Rupee-Cost Averaging, Power of Compounding, Equity Funds, Hybrid Funds, Retail Investors, Investment Strategy, Portfolio Growth, SIP Performance Analysis

Abstract

This review centers on Sundaram Mutual Fund and its long-term wealth-building potential through Systematic Investment Plans (SIPs). The research analyzes the impact of systematic investment, considering compounding and dollar-cost averaging, on a portfolio's long-term growth across various market conditions. This article demonstrates the efficacy of Systematic Investment Plans (SIPs) as a structured investment technique by assessing investor outcomes, risk-return profiles, and the historical performance of certain Sundaram Mutual Fund schemes. The findings indicate that SIPs offer several advantages to Indian retail investors, including as mitigating timing risk, promoting disciplined spending, and facilitating substantial long-term wealth accumulation.

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Published

2025-09-20