Best Sundaram Equity 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.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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Top 10 Sundaram Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Sundaram Smart NIFTY 100 Equal Weight Fund | Other | Very High | 59.3% | 2star | ₹34 | |
| Sundaram Rural and Consumption Fund | Equity | Very High | 45.1% | 4star | ₹1,316 | |
| Sundaram Small Cap Fund | Equity | Very High | 104.4% | 2star | ₹1,461 | |
| Sundaram Mid Cap Fund | Equity | Very High | 71.5% | 1star | ₹6,564 | |
| Sundaram Select Focus | Equity | Very High | 47.9% | 5star | ₹1,283 | |
| Sundaram Large and Mid Cap Fund | Equity | Very High | 62.5% | 4star | ₹1,596 | |
| Sundaram Equity Hybrid Fund | Hybrid | High | 43.4% | 4star | ₹1,791 | |
| Sundaram Diversified Equity Fund | Equity | Very High | 56.6% | 1star | ₹2,335 | |
| Sundaram Services Fund | Equity | Very High | 75.1% | 4star | ₹1,535 | |
| Sundaram Financial Services Opportunities Fund | Equity | Very High | 66.0% | 4star | ₹373 | |
| Sundaram Infrastructure Advantage Fund | Equity | Very High | 79.3% | 3star | ₹587 | |
| Sundaram Money Fund | Debt | Low to Moderate | 3.3% | 3star | ₹2,949 | |
| Sundaram Global Brand Fund | Other | Very High | 35.1% | 1star | ₹76 | |
| Sundaram Corporate Bond Fund | Debt | Low to Moderate | 5.4% | 3star | ₹1,131 | |
| Sundaram Low Duration Fund | Debt | Low to Moderate | 4.0% | 2star | ₹377 | |
| View All Top 10 Sundaram Mutual Funds |
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Fund Performance: This fund has given 12.1% annualized returns in the last three years. In the last year, its returns were 59.34%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 59.34% 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 | ₹34Cr |
| 1Y Returns | 59.3% |
Sundaram Rural and Consumption Fund Direct Growth
Fund Performance: This fund has given 9.52% annualized returns in the last three years. In the last year, its returns were 45.07%. 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 45.07% 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 | ₹1,316Cr |
| 1Y Returns | 45.1% |
Sundaram Small Cap Fund Direct Growth
Fund Performance: This fund has given 16.04% annualized returns in the last three years. In the last year, its returns were 104.43%. 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 104.43% 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 | ₹1,461Cr |
| 1Y Returns | 104.4% |
Sundaram Mid Cap Fund Direct Growth
Fund Performance: This fund has given 11.72% annualized returns in the last three years. In the last year, its returns were 71.55%. 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 71.55% 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 | ₹6,564Cr |
| 1Y Returns | 71.5% |
Sundaram Select Focus Fund Direct Growth
Fund Performance: This fund has given 13.94% annualized returns in the last three years. In the last year, its returns were 47.85%. 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 47.85% 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 | ₹1,283Cr |
| 1Y Returns | 47.9% |
Sundaram Large and Mid Cap Fund Direct Growth
Fund Performance: This fund has given 15.34% annualized returns in the last three years. In the last year, its returns were 62.45%. 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 62.45% 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 | ₹1,596Cr |
| 1Y Returns | 62.5% |
Sundaram Equity Hybrid Fund Direct Growth
Fund Performance: This fund has given 14.03% annualized returns in the last three years. In the last year, its returns were 43.37%. 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 43.37% 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 | ₹1,791Cr |
| 1Y Returns | 43.4% |
Sundaram Diversified Equity Fund Direct Growth
Fund Performance: This fund has given 10.32% annualized returns in the last three years. In the last year, its returns were 56.59%. 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 56.59% 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 | ₹2,335Cr |
| 1Y Returns | 56.6% |
Sundaram Services Fund Direct Growth
Fund Performance: In the last year, its returns were 75.12%. 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 75.12% 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 | ₹1,535Cr |
| 1Y Returns | 75.1% |
Sundaram Financial Services Opportunities Fund Direct Growth
Fund Performance: This fund has given 13.38% annualized returns in the last three years. In the last year, its returns were 65.98%. 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 65.98% 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 | ₹373Cr |
| 1Y Returns | 66.0% |
Sundaram Infrastructure Advantage Fund Direct Growth
Fund Performance: This fund has given 13.74% annualized returns in the last three years. In the last year, its returns were 79.29%. 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 79.29% 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 | ₹587Cr |
| 1Y Returns | 79.3% |
Sundaram Money Direct Growth
Fund Performance: This fund has given 5.35% annualized returns in the last three years. In the last year, its returns were 3.34%. 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 3.34% 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 | ₹2,949Cr |
| 1Y Returns | 3.3% |
Sundaram Global Brand Direct Growth
Fund Performance: This fund has given 15.99% annualized returns in the last three years. In the last year, its returns were 35.15%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 35.15% 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 | ₹76Cr |
| 1Y Returns | 35.1% |
Sundaram Corporate Bond Fund Direct Growth
Fund Performance: This fund has given 9.62% annualized returns in the last three years. In the last year, its returns were 5.4%. 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 5.4% 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 | ₹1,131Cr |
| 1Y Returns | 5.4% |
Sundaram Low Duration Fund Direct Growth
Fund Performance: This fund has given 3.32% annualized returns in the last three years. In the last year, its returns were 4.04%. 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 4.04% 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 | ₹377Cr |
| 1Y Returns | 4.0% |
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