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Best Sundaram Equity Mutual Funds

Sundaram Asset Management Company is one of the renowned AMCs in India and a subsidiary of Sundaram Finance Limited (SFL). Since its establishment in 1996, it has managed assets worth Rs.41,613 crore. 

This fund house offers more than 55 schemes under its portfolio, including the best Sundaram equity mutual funds. Among these schemes, approximately 25 are direct, and the rest are regular plans. 

An equity mutual fund primarily invests in stocks. The fund managers spread this investment across sectors and companies with different market capitalisations to generate high returns. However, as these funds depend on market conditions, they are prone to substantial risks. 

Furthermore, there are several types of equity funds. Based on investment style, they are categorised into active and passive funds. In active funds, portfolio managers choose the stocks to invest in. Passive funds generally track a market index to determine the list of stocks to be included in their portfolio. A fund manager plays no active role in this type of equity MF. 

Other than this, equity funds are classified based on tax treatment into Equity Linked Savings Schemes (ELSS) and Non-taxing Saving Equity Funds. In addition to this, there is categorisation concerning market capitalisation like large-cap, mid-cap, small-cap, and multi-cap funds. 

One of the biggest advantages of equity mutual funds is that they offer the most substantial returns than other mutual funds. Additionally, these funds provide diversification as your investment is spread across different sectors. Some other benefits of these funds include flexibility and liquidity. 

However, the advantages and disadvantages of these mutual funds vary depending on the type of scheme you choose for. The best Sundaram equity mutual funds 2021 houses roughly 13 schemes classified based on the underlying companies’ market cap, investment style, tax treatment, etc. 

Taxability

Before investing in the best Sundaram equity MFs, it’s necessary to be familiar with their taxability: 

Long-term Capital Gains Tax: When you sell units of your equity mutual fund after a holding period of 12 months or more, gains on it will attract an LTCG tax. The tax levied is around 10% without indexation benefit. However, if the amount is below Rs.1 lakh, your gains will be tax-exempted. 

Short-term Capital Gains Tax: In case you redeem the units of the best Sundaram equity mutual funds within a year of investment, you are liable to pay an STCGT on the capital gains. Irrespective of your income tax bracket, you will need to pay tax at the rate of 15%. 

TDS: Investors need to incur a 10% TDS on dividends above Rs.5000. 

On ELSS: One can claim tax exemption on investments up to Rs.1.5 lakh in an ELSS scheme. It’s available under Section 80C. 

Factors to Consider Before Investing

One should keep a tab on some factors vital to shortlist the best Sundaram equity mutual fund

Risk appetite: Market fluctuations affect equity mutual funds that make them a high-risk instrument. Therefore, it is crucial to assess your risk-intake capacity before going for this type of fund. 

Investment intent: It may be helpful to evaluate the objectives of different schemes. That way, one can shortlist schemes based on whether they are compatible with their intent of investment. 

Holding analysis: Holding analysis gives an insight into where your resources are invested. This enables you to estimate the ROI and account for losses before and during the period of investment.  

Fund performance: The track record of a scheme shows how it performed under various market trends. This is vital to consider before investing in the best Sundaram equity mutual funds. However, it is important to note that a fund’s past performance is not an indicator of the probable returns. 

Fund manager’s experience: An experienced fund manager will know where to allocate your resources to generate expected returns. Therefore, reviewing a fund manager’s expertise before investing in a scheme can be beneficial as it directly affects your gains. 

Expense ratio: Equity mutual funds charge a certain amount for their administration and management as an expense ratio. They will deduct this fee from the returns. 

Exit load: Investors may need to pay a certain exit load if they wish to liquidate their holdings before a specific period. However, not all schemes levy this charge on exiting partially or fully. Therefore, proper research and consideration are crucial regarding this if you plan to invest in the best Sundaram equity mutual funds

Choosing an appropriate scheme to invest in can be challenging, especially for a beginner. However, considering the above-mentioned points and some basic details on equity mutual funds can streamline the procedure. 

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Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Smart NIFTY 100 Equal Weight FundOtherVery High40.0%2₹38
Sundaram Rural and Consumption FundEquityVery High26.1%2₹1,289
Sundaram Small Cap FundEquityVery High64.1%2₹1,541
Sundaram Mid Cap FundEquityVery High42.1%1₹6,916
Sundaram Select Focus FundEquityVery High34.0%5₹1,403
Sundaram Large and Mid Cap FundEquityVery High47.0%4₹1,844
Sundaram Equity Hybrid FundHybridHigh33.2%4₹1,980
Sundaram Diversified Equity FundEquityVery High36.8%1₹2,177
Sundaram Services FundEquityVery High58.3%4₹1,923
Sundaram Financial Services Opportunities FundEquityVery High25.0%4₹485
Sundaram Infrastructure Advantage FundEquityVery High57.2%3₹646
Sundaram Money FundDebtLow to Moderate3.3%3₹2,115
Sundaram Global Brand FundOtherVery High21.5%1₹97
Sundaram Corporate Bond FundDebtLow to Moderate3.9%4₹1,063
Sundaram Low Duration FundDebtLow to Moderate12.5%2₹491
View All Top 10 Sundaram Mutual Funds

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

Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth

Fund Performance: The Sundaram Smart NIFTY 100 Equal Weight Fund has given 16.3% annualized returns in the past three years and null% in the last 5 years. The Sundaram Smart NIFTY 100 Equal Weight Fund belongs to the Other category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Smart NIFTY 100 Equal Weight Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹38Cr
1Y Returns40.0%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: The Sundaram Rural and Consumption Fund has given 13.14% annualized returns in the past three years and 12.6% in the last 5 years. The Sundaram Rural and Consumption Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Rural and Consumption Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,289Cr
1Y Returns26.1%

Sundaram Small Cap Fund Direct Growth

Fund Performance: The Sundaram Small Cap Fund has given 24.1% annualized returns in the past three years and 15.46% in the last 5 years. The Sundaram Small Cap Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Small Cap Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,541Cr
1Y Returns64.1%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: The Sundaram Mid Cap Fund has given 16.49% annualized returns in the past three years and 12.76% in the last 5 years. The Sundaram Mid Cap Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Mid Cap Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹6,916Cr
1Y Returns42.1%

Sundaram Select Focus Fund Direct Growth

Fund Performance: The Sundaram Select Focus Fund has given 17.36% annualized returns in the past three years and 18.08% in the last 5 years. The Sundaram Select Focus Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Select Focus Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,403Cr
1Y Returns34.0%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: The Sundaram Large and Mid Cap Fund has given 19.8% annualized returns in the past three years and 18.97% in the last 5 years. The Sundaram Large and Mid Cap Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Large and Mid Cap Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,844Cr
1Y Returns47.0%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: The Sundaram Equity Hybrid Fund has given 16.79% annualized returns in the past three years and 15.01% in the last 5 years. The Sundaram Equity Hybrid Fund belongs to the Hybrid category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Equity Hybrid Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,980Cr
1Y Returns33.2%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: The Sundaram Diversified Equity Fund has given 15.18% annualized returns in the past three years and 13.36% in the last 5 years. The Sundaram Diversified Equity Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Diversified Equity Fund via lump sum is ₹500 and via SIP is ₹250.

Min Investment Amt₹500
AUM₹2,177Cr
1Y Returns36.8%

Sundaram Services Fund Direct Growth

Fund Performance: The Sundaram Services Fund has given 28.39% annualized returns in the past three years and null% in the last 5 years. The Sundaram Services Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Services Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹1,923Cr
1Y Returns58.3%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: The Sundaram Financial Services Opportunities Fund has given 16.68% annualized returns in the past three years and 15.26% in the last 5 years. The Sundaram Financial Services Opportunities Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Financial Services Opportunities Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹485Cr
1Y Returns25.0%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: The Sundaram Infrastructure Advantage Fund has given 19.05% annualized returns in the past three years and 15.28% in the last 5 years. The Sundaram Infrastructure Advantage Fund belongs to the Equity category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Infrastructure Advantage Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹646Cr
1Y Returns57.2%

Sundaram Money Direct Growth

Fund Performance: The Sundaram Money Fund has given 4.89% annualized returns in the past three years and 5.75% in the last 5 years. The Sundaram Money Fund belongs to the Debt category of Sundaram Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹1,000
AUM₹2,115Cr
1Y Returns3.3%

Sundaram Global Brand Direct Growth

Fund Performance: The Sundaram Global Brand Fund has given 18.48% annualized returns in the past three years and 13.63% in the last 5 years. The Sundaram Global Brand Fund belongs to the Other category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Global Brand Fund via lump sum is ₹100 and via SIP is ₹100.

Min Investment Amt₹100
AUM₹97Cr
1Y Returns21.5%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: The Sundaram Corporate Bond Fund has given 9.2% annualized returns in the past three years and 7.31% in the last 5 years. The Sundaram Corporate Bond Fund belongs to the Debt category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Corporate Bond Fund via lump sum is ₹5,000 and via SIP is ₹250.

Min Investment Amt₹5,000
AUM₹1,063Cr
1Y Returns3.9%

Sundaram Low Duration Fund Direct Growth

Fund Performance: The Sundaram Low Duration Fund has given 5.73% annualized returns in the past three years and 6.32% in the last 5 years. The Sundaram Low Duration Fund belongs to the Debt category of Sundaram Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Low Duration Fund via lump sum is ₹1,000 and via SIP is ₹1,000.

Min Investment Amt₹1,000
AUM₹491Cr
1Y Returns12.5%

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