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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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Smart NIFTY 100 Equal Weight FundOtherVery High59.3%2star34
Sundaram Rural and Consumption FundEquityVery High45.1%4star1,316
Sundaram Small Cap FundEquityVery High104.4%2star1,461
Sundaram Mid Cap FundEquityVery High71.5%1star6,564
Sundaram Select FocusEquityVery High47.9%5star1,283
Sundaram Large and Mid Cap FundEquityVery High62.5%4star1,596
Sundaram Equity Hybrid FundHybridHigh43.4%4star1,791
Sundaram Diversified Equity FundEquityVery High56.6%1star2,335
Sundaram Services FundEquityVery High75.1%4star1,535
Sundaram Financial Services Opportunities FundEquityVery High66.0%4star373
Sundaram Infrastructure Advantage FundEquityVery High79.3%3star587
Sundaram Money FundDebtLow to Moderate3.3%3star2,949
Sundaram Global Brand FundOtherVery High35.1%1star76
Sundaram Corporate Bond FundDebtLow to Moderate5.4%3star1,131
Sundaram Low Duration FundDebtLow to Moderate4.0%2star377
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
AUM34Cr
1Y Returns59.3%

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
AUM1,316Cr
1Y Returns45.1%

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
AUM1,461Cr
1Y Returns104.4%

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
AUM6,564Cr
1Y Returns71.5%

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
AUM1,283Cr
1Y Returns47.9%

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
AUM1,596Cr
1Y Returns62.5%

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
AUM1,791Cr
1Y Returns43.4%

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
AUM2,335Cr
1Y Returns56.6%

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
AUM1,535Cr
1Y Returns75.1%

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
AUM373Cr
1Y Returns66.0%

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
AUM587Cr
1Y Returns79.3%

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
AUM2,949Cr
1Y Returns3.3%

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
AUM76Cr
1Y Returns35.1%

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
AUM1,131Cr
1Y Returns5.4%

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
AUM377Cr
1Y Returns4.0%

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