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.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Smart NIFTY 100 Equal Weight FundOthersModerately High-5.5%1star21
Sundaram Rural and Consumption FundEquityHigh-4.1%4star1,535
Sundaram Small Cap FundEquityModerately High0.9%1star1,041
Sundaram Mid Cap FundEquityModerately High-5.7%2star5,310
Sundaram Select FocusEquityModerately High-4.1%5star1,064
Sundaram Large and Mid Cap FundEquityModerately High-5.5%4star1,249
Sundaram Equity Hybrid FundHybridModerately High-1.5%4star1,595
Sundaram Diversified Equity FundEquityModerately High-7.9%2star2,232
Sundaram Services FundEquityModerately High-1.3%4star1,152
Sundaram Short Term Credit Risk FundDebtModerate6.6%2star117
Sundaram Financial Services Opportunities FundEquityHigh-21.7%3star225
Sundaram Infrastructure Advantage FundEquityHigh-12.5%3star443
Sundaram Money FundDebtLow4.9%3star3,896
Sundaram Global Advantage FundOthersHigh15.6%1star45
Sundaram Corporate Bond FundDebtModerate11.4%3star1,041
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 -1.9% annualized returns in the last three years. In the last year, its returns were -5.49%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing -5.49% 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
AUM21Cr
1Y Returns-5.5%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given -0.2% annualized returns in the last three years. In the last year, its returns were -4.12%. 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 -4.12% 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 Returns-4.1%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given -6.73% annualized returns in the last three years. In the last year, its returns were 0.9%. 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 0.9% 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
AUM1,041Cr
1Y Returns0.9%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given -3.78% annualized returns in the last three years. In the last year, its returns were -5.66%. 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 -5.66% 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
AUM5,310Cr
1Y Returns-5.7%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given 5.11% annualized returns in the last three years. In the last year, its returns were -4.13%. 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 -4.13% 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
AUM1,064Cr
1Y Returns-4.1%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 4.38% annualized returns in the last three years. In the last year, its returns were -5.53%. 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 -5.53% 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
AUM1,249Cr
1Y Returns-5.5%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 5.83% annualized returns in the last three years. In the last year, its returns were -1.46%. 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 -1.46% 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
AUM1,595Cr
1Y Returns-1.5%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given -2.24% annualized returns in the last three years. In the last year, its returns were -7.89%. 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 -7.89% 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
AUM2,232Cr
1Y Returns-7.9%

Sundaram Services Fund Direct Growth

Fund Performance: In the last year, its returns were -1.34%. 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 -1.34% 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
AUM1,152Cr
1Y Returns-1.3%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has given 2.79% annualized returns in the last three years. In the last year, its returns were 6.6%. 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 6.6% 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
AUM117Cr
1Y Returns6.6%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given -1.81% annualized returns in the last three years. In the last year, its returns were -21.73%. 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 -21.73% 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
AUM225Cr
1Y Returns-21.7%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given -4.87% annualized returns in the last three years. In the last year, its returns were -12.48%. 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 -12.48% 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
AUM443Cr
1Y Returns-12.5%

Sundaram Money Direct Growth

Fund Performance: This fund has given 6.43% annualized returns in the last three years. In the last year, its returns were 4.88%. 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 4.88% 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
AUM3,896Cr
1Y Returns4.9%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 6.49% annualized returns in the last three years. In the last year, its returns were 15.64%. It has continually hit its benchmark in the Others segment.

Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.64% 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
AUM45Cr
1Y Returns15.6%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.44% annualized returns in the last three years. In the last year, its returns were 11.42%. 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 11.42% 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
AUM1,041Cr
1Y Returns11.4%

Explore all Mutual Funds on Groww

Explore Mutual Funds