Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Select FocusEquityModerately High6.5%4star1,013
Sundaram Debt Oriented Hybrid FundHybridModerate1.8%3star58
Sundaram Short Term Credit Risk FundDebtModerately Low0.7%5star364
Sundaram Corporate Bond FundDebtModerate11.2%2star662
Sundaram Low Duration FundDebtModerately Low2.4%4star1,063
Sundaram Medium Term Bond FundDebtModerate9.3%3star89
Sundaram Short Term Debt FundDebtModerately Low0.8%2star283
Sundaram Infrastructure Advantage FundEquityHigh3.5%3star613
Sundaram Global Advantage FundOthersHigh-0.1%1star22
Sundaram Large and Mid Cap FundEquityModerately High5.4%4star711
Sundaram Diversified Equity FundEquityModerately High-0.5%3star2,681
Sundaram Equity Hybrid FundHybridModerately High6.2%3star1,711
Sundaram Financial Services Opportunities FundEquityHigh12.8%2star183
Sundaram Rural and Consumption FundEquityModerately High-2.1%4star2,251
Sundaram Mid Cap FundEquityModerately High-4.7%3star5,955
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 Select Focus - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 13.73% annualized returns in the last 3 years. In the last 1 year, it gave 6.51% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.51% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rahul Baijal

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM1,013Cr
1Y Returns6.5%

Sundaram Debt Oriented Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 5.74% annualized returns in the last 3 years. In the last 1 year, it gave 1.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.75% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria

Launch Date07 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM58Cr
1Y Returns1.8%

Sundaram Short Term Credit Risk Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 5.59% annualized returns in the last 3 years. In the last 1 year, it gave 0.72% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.72% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Sandeep Agarwal

Launch Date26 Feb 2015
Min Investment Amt5,000
Groww Rating5star
AUM364Cr
1Y Returns0.7%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.07% annualized returns in the last 3 years. In the last 1 year, it gave 11.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.22% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date12 May 2013
Min Investment Amt5,000
Groww Rating2star
AUM662Cr
1Y Returns11.2%

Sundaram Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 5.74% annualized returns in the last 3 years. In the last 1 year, it gave 2.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.44% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date01 Jan 2013
Min Investment Amt1,000
Groww Rating4star
AUM1,063Cr
1Y Returns2.4%

Sundaram Medium Term Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 8.1% annualized returns in the last 3 years. In the last 1 year, it gave 9.29% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.29% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM89Cr
1Y Returns9.3%

Sundaram Short Term Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 5.15% annualized returns in the last 3 years. In the last 1 year, it gave 0.82% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.82% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date07 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM283Cr
1Y Returns0.8%

Sundaram Infrastructure Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 8.59% annualized returns in the last 3 years. In the last 1 year, it gave 3.5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.5% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar, Madanagopal Ramu

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM613Cr
1Y Returns3.5%

Sundaram Global Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 7.33% annualized returns in the last 3 years. In the last 1 year, it gave -0.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.09% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Others mutual fund in India.

Fund Manager: S Krishnakumar, Rohit Seksaria

Launch Date07 Jan 2013
Min Investment Amt5,000
Groww Rating1star
AUM22Cr
1Y Returns-0.1%

Sundaram Large and Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 13.68% annualized returns in the last 3 years. In the last 1 year, it gave 5.38% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.38% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar, Madanagopal Ramu

Launch Date07 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM711Cr
1Y Returns5.4%

Sundaram Diversified Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.17% annualized returns in the last 3 years. In the last 1 year, it gave -0.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.46% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar

Launch Date01 Jan 2013
Min Investment Amt500
Groww Rating3star
AUM2,681Cr
1Y Returns-0.5%

Sundaram Equity Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 11.14% annualized returns in the last 3 years. In the last 1 year, it gave 6.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.22% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Rahul Baijal

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM1,711Cr
1Y Returns6.2%

Sundaram Financial Services Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 13.56% annualized returns in the last 3 years. In the last 1 year, it gave 12.76% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 12.76% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM183Cr
1Y Returns12.8%

Sundaram Rural and Consumption Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 9.01% annualized returns in the last 3 years. In the last 1 year, it gave -2.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.06% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM2,251Cr
1Y Returns-2.1%

Sundaram Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 7.26% annualized returns in the last 3 years. In the last 1 year, it gave -4.71% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.71% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar

Launch Date01 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM5,955Cr
1Y Returns-4.7%

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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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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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