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.
If you are saving for very short-term goals like a vacation or buying an automobile, then this category is ideal for gains within one year. It is also an excellent resort to park your money until you decide where to invest or spend next. Returns are taxed as per your income tax slab if sold before three years and have negligible tax post that period.
Purpose: Invest here for your short term goals like a vacation, buying a bike, jewelry or expensive gadget.
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
---|---|---|---|---|---|---|
Sundaram Smart NIFTY 100 Equal Weight Fund | Others | Very High | 25.6% | 1star | ₹25 | |
Sundaram Rural and Consumption Fund | Equity | Very High | 10.1% | 4star | ₹1,375 | |
Sundaram Small Cap Fund | Equity | Very High | 23.6% | 1star | ₹1,152 | |
Sundaram Mid Cap Fund | Equity | Very High | 15.2% | 1star | ₹5,745 | |
Sundaram Select Focus | Equity | Very High | 17.3% | 4star | ₹1,149 | |
Sundaram Large and Mid Cap Fund | Equity | Very High | 15.7% | 4star | ₹1,346 | |
Sundaram Equity Hybrid Fund | Hybrid | High | 13.7% | 4star | ₹1,585 | |
Sundaram Diversified Equity Fund | Equity | Very High | 15.9% | 1star | ₹2,285 | |
Sundaram Services Fund | Equity | Very High | 16.2% | 4star | ₹1,244 | |
Sundaram Financial Services Opportunities Fund | Equity | Very High | 15.1% | 3star | ₹284 | |
Sundaram Infrastructure Advantage Fund | Equity | Very High | 18.7% | 3star | ₹484 | |
Sundaram Money Fund | Debt | Low to Moderate | 3.9% | 3star | ₹2,744 | |
Sundaram Global Brand Fund | Equity | Very High | 19.0% | 1star | ₹50 | |
Sundaram Corporate Bond Fund | Debt | Moderate | 8.1% | 3star | ₹1,240 | |
Sundaram Low Duration Fund | Debt | Low to Moderate | 5.5% | 2star | ₹442 | |
View All Top 10 Sundaram Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 7.38% annualized returns in the last three years. In the last year, its returns were 25.6%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 25.6% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹25Cr |
1Y Returns | 25.6% |
Fund Performance: This fund has given 6.35% annualized returns in the last three years. In the last year, its returns were 10.1%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.1% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
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AUM | ₹1,375Cr |
1Y Returns | 10.1% |
Fund Performance: This fund has given 0.35% annualized returns in the last three years. In the last year, its returns were 23.57%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 23.57% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹1,152Cr |
1Y Returns | 23.6% |
Fund Performance: This fund has given 4.52% annualized returns in the last three years. In the last year, its returns were 15.16%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.16% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹5,745Cr |
1Y Returns | 15.2% |
Fund Performance: This fund has given 13.48% annualized returns in the last three years. In the last year, its returns were 17.27%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 17.27% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
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AUM | ₹1,149Cr |
1Y Returns | 17.3% |
Fund Performance: This fund has given 11.66% annualized returns in the last three years. In the last year, its returns were 15.74%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.74% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹1,346Cr |
1Y Returns | 15.7% |
Fund Performance: This fund has given 12.04% annualized returns in the last three years. In the last year, its returns were 13.71%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 13.71% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
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AUM | ₹1,585Cr |
1Y Returns | 13.7% |
Fund Performance: This fund has given 6.18% annualized returns in the last three years. In the last year, its returns were 15.94%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.94% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹250.
Min Investment Amt | ₹500 |
---|---|
AUM | ₹2,285Cr |
1Y Returns | 15.9% |
Fund Performance: In the last year, its returns were 16.24%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.24% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹1,244Cr |
1Y Returns | 16.2% |
Fund Performance: This fund has given 13.16% annualized returns in the last three years. In the last year, its returns were 15.08%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.08% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹284Cr |
1Y Returns | 15.1% |
Fund Performance: This fund has given 3.12% annualized returns in the last three years. In the last year, its returns were 18.66%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 18.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹484Cr |
1Y Returns | 18.7% |
Fund Performance: This fund has given 5.95% annualized returns in the last three years. In the last year, its returns were 3.94%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.94% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹500.
Min Investment Amt | ₹1,000 |
---|---|
AUM | ₹2,744Cr |
1Y Returns | 3.9% |
Fund Performance: This fund has given 8.86% annualized returns in the last three years. In the last year, its returns were 19.04%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 19.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.
Min Investment Amt | ₹100 |
---|---|
AUM | ₹50Cr |
1Y Returns | 19.0% |
Fund Performance: This fund has given 9.15% annualized returns in the last three years. In the last year, its returns were 8.11%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.11% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹250.
Min Investment Amt | ₹5,000 |
---|---|
AUM | ₹1,240Cr |
1Y Returns | 8.1% |
Fund Performance: This fund has given 3.8% annualized returns in the last three years. In the last year, its returns were 5.53%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.
Min Investment Amt | ₹1,000 |
---|---|
AUM | ₹442Cr |
1Y Returns | 5.5% |
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