Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Money FundDebtLow7.4%3star7,733
Sundaram Equity Hybrid FundHybridModerately High0.2%3star1,722
Sundaram Select FocusEquityModerately High-0.4%4star973
Sundaram Debt Oriented Hybrid FundHybridModerate-1.7%2star52
Sundaram Short Term Credit Risk FundDebtModerately Low-4.9%5star183
Sundaram Corporate Bond FundDebtModerate13.2%3star696
Sundaram Medium Term Bond FundDebtModerate10.0%3star91
Sundaram Short Term Debt FundDebtModerately Low-3.8%2star203
Sundaram Infrastructure Advantage FundEquityHigh-6.8%3star516
Sundaram Global Advantage FundOthersHigh1.7%1star21
Sundaram Large and Mid Cap FundEquityModerately High-4.3%4star721
Sundaram Diversified Equity FundEquityModerately High-8.4%3star2,439
Sundaram Financial Services Opportunities FundEquityHigh6.6%2star180
Sundaram Rural and Consumption FundEquityModerately High-7.5%4star2,052
Sundaram Mid Cap FundEquityModerately High-12.2%2star5,420
View All Top 10 Sundaram Mutual Funds

Best Sundaram Debt Mutual Funds

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.

Let's have a closer look

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

Sundaram Money Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.11% annualized returns in the last 3 years. In the last 1 year, it gave 7.37% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.37% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹1,000. 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 Amt1,000
AUM7,733Cr
1Y Returns7.4%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 8.9% annualized returns in the last 3 years. In the last 1 year, it gave 0.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM1,722Cr
1Y Returns0.2%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 11.61% annualized returns in the last 3 years. In the last 1 year, it gave -0.41% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.41% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM973Cr
1Y Returns-0.4%

Sundaram Debt Oriented Hybrid Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 3.84% annualized returns in the last 3 years. In the last 1 year, it gave -1.73% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.73% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. 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 Amt5,000
AUM52Cr
1Y Returns-1.7%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 3.45% annualized returns in the last 3 years. In the last 1 year, it gave -4.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.9% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. 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 Amt5,000
AUM183Cr
1Y Returns-4.9%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 7.69% annualized returns in the last 3 years. In the last 1 year, it gave 13.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.22% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. 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 Amt5,000
AUM696Cr
1Y Returns13.2%

Sundaram Medium Term Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.53% annualized returns in the last 3 years. In the last 1 year, it gave 10.04% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.04% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. 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 Amt5,000
AUM91Cr
1Y Returns10.0%

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 -3.78% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.78% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. 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 Amt5,000
AUM203Cr
1Y Returns-3.8%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.37% annualized returns in the last 3 years. In the last 1 year, it gave -6.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.83% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM516Cr
1Y Returns-6.8%

Sundaram Global Advantage Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 7.31% annualized returns in the last 3 years. In the last 1 year, it gave 1.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.66% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date07 Jan 2013
Min Investment Amt5,000
AUM21Cr
1Y Returns1.7%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 10.88% annualized returns in the last 3 years. In the last 1 year, it gave -4.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.27% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM721Cr
1Y Returns-4.3%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 4.68% annualized returns in the last 3 years. In the last 1 year, it gave -8.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.36% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹500. 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 Amt500
AUM2,439Cr
1Y Returns-8.4%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 9.64% annualized returns in the last 3 years. In the last 1 year, it gave 6.62% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.62% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM180Cr
1Y Returns6.6%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 5.95% annualized returns in the last 3 years. In the last 1 year, it gave -7.45% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.45% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM2,052Cr
1Y Returns-7.5%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 2.58% annualized returns in the last 3 years. In the last 1 year, it gave -12.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.19% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹100. 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 Amt100
AUM5,420Cr
1Y Returns-12.2%

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What does investing in Sundaram Debt Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Sundaram Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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