Sundaram Mutual Fund

This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.

With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.

For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.

It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

Key information

Mutual fundSundaram Mutual Fund
Asset management companyDHFL Pramerica Asset Managers Private Ltd.
Set up13 May 2010
Incorporated26 February 1996
SponsorsSundaram Finance Limited
Name of trusteesDr. John PraveenMr. Srinath SridharanMr. Sujal ShahMr. Rakesh Sood
ChairmanPratip Chaudhuri
MD and CEOSunil Subramaniam / Mr. Harsha Viji
CIOMr. Dwijendra Srivastava / Mr. S Krishnakumar
Investor Service OfficerDhiren H Thakker / Rahul Mayor
Compliance OfficerP Sundararajan

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How can you invest in Sundaram Mutual Funds?

Tax saving schemes such as these encourage investors to invest in equity and equity related securities by providing an exemption of 1,50,000. Equity Linked Schemes or ELSS schemes fall under Section 80 C of the Income Tax Act and aim at providing robust returns to investors, along with tax benefits

Top Performing Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Short Term Credit Risk FundDebtModerately Low-5.1%5star321
Sundaram Low Duration FundDebtModerately Low-1.7%4star936
Sundaram Large and Mid Cap FundEquityModerately High-7.5%4star695
Sundaram Rural and Consumption FundEquityModerately High-11.9%4star2,067
Sundaram Select FocusEquityModerately High-1.5%4star976
Sundaram Debt Oriented Hybrid FundHybridModerate-2.7%3star57
Sundaram Money FundDebtLow7.5%3star6,434
Sundaram Medium Term Bond FundDebtModerate9.2%3star90
Sundaram Infrastructure Advantage FundEquityHigh-10.2%3star548
Sundaram Diversified Equity FundEquityModerately High-11.7%3star2,477
Sundaram Equity Hybrid FundHybridModerately High-1.3%3star1,721
Sundaram Mid Cap FundEquityModerately High-15.6%3star5,446
Sundaram Smart NIFTY 100 Equal Weight FundOthersModerately High-13.2%3star22
Sundaram Corporate Bond FundDebtModerate11.6%2star662
Sundaram Short Term Debt FundDebtModerately Low-4.2%2star220
View All Top Performing Sundaram Mutual Funds

Top Fund Managers

The objective of Sundaram equity funds is to primarily obtain long-term capital appreciation by investing in equity and equity related securities. Equity funds are designed for investors who are willing to take risk, in order to obtain decent returns. It is always recommended to invest in equity funds for the long haul.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 3.47% annualized returns in the last 3 years. In the last 1 year, it gave -5.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.12% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date26 Feb 2015
Min Investment AmtNaN
AUM321Cr
1Y Returns-5.1%

Sundaram Low Duration Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 4.24% annualized returns in the last 3 years. In the last 1 year, it gave -1.74% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.74% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM936Cr
1Y Returns-1.7%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 11.45% annualized returns in the last 3 years. In the last 1 year, it gave -7.49% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.49% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date07 Jan 2013
Min Investment AmtNaN
AUM695Cr
1Y Returns-7.5%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 5.4% annualized returns in the last 3 years. In the last 1 year, it gave -11.94% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -11.94% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM2,067Cr
1Y Returns-11.9%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 11.97% annualized returns in the last 3 years. In the last 1 year, it gave -1.54% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.54% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM976Cr
1Y Returns-1.5%

Sundaram Debt Oriented Hybrid Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 4.07% annualized returns in the last 3 years. In the last 1 year, it gave -2.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.68% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date07 Jan 2013
Min Investment AmtNaN
AUM57Cr
1Y Returns-2.7%

Sundaram Money Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.13% annualized returns in the last 3 years. In the last 1 year, it gave 7.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM6,434Cr
1Y Returns7.5%

Sundaram Medium Term Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.64% annualized returns in the last 3 years. In the last 1 year, it gave 9.16% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.16% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM90Cr
1Y Returns9.2%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.24% annualized returns in the last 3 years. In the last 1 year, it gave -10.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.22% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM548Cr
1Y Returns-10.2%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 4.72% annualized returns in the last 3 years. In the last 1 year, it gave -11.69% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -11.69% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM2,477Cr
1Y Returns-11.7%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 9.07% annualized returns in the last 3 years. In the last 1 year, it gave -1.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.25% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM1,721Cr
1Y Returns-1.3%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 2.47% annualized returns in the last 3 years. In the last 1 year, it gave -15.57% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -15.57% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date01 Jan 2013
Min Investment AmtNaN
AUM5,446Cr
1Y Returns-15.6%

Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Index segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -13.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date11 Jan 2017
Min Investment AmtNaN
AUM22Cr
1Y Returns-13.2%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 7.73% annualized returns in the last 3 years. In the last 1 year, it gave 11.56% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.56% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date12 May 2013
Min Investment AmtNaN
AUM662Cr
1Y Returns11.6%

Sundaram Short Term Debt Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 3.2% annualized returns in the last 3 years. In the last 1 year, it gave -4.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date07 Jan 2013
Min Investment AmtNaN
AUM220Cr
1Y Returns-4.2%

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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