Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Money FundDebtLow7.4%3star5,590
Sundaram Equity Hybrid FundHybridModerately High7.0%4star1,323
Sundaram Select FocusEquityModerately High5.4%3star873
Sundaram Banking & PSU Debt FundDebtModerate9.7%1star1,180
Sundaram Debt Oriented Hybrid FundHybridModerate0.9%2star98
Sundaram Regular Savings FundHybridModerate6.9%1star52
Sundaram Banking & PSU Debt FundDebtModerately Low5.1%1star956
Sundaram Short Term Credit Risk FundDebtModerately Low7.7%2star424
Sundaram Gilt FundDebtModerate0.8%1star12
Sundaram Corporate Bond FundDebtModerate4.2%4star348
Sundaram Low Duration FundDebtModerately Low7.4%3star1,211
Sundaram Medium Term Bond FundDebtModerate5.1%2star92
Sundaram Short Term Debt FundDebtModerately Low6.6%2star763
Sundaram Infrastructure Advantage FundEquityHigh-18.0%3star582
Sundaram Global Advantage FundOthersHigh-0.5%1star21
View All Top 10 Sundaram Mutual Funds

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.

Let's have a closer look

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

Sundaram Money Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.31% annualized returns in the last 3 years. In the last 1 year, it gave 7.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.44% 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, Siddharth Chaudhary

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating3star
AUM5,590Cr
1Y Returns7.4%

Sundaram Equity Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 13.28% annualized returns in the last 3 years. In the last 1 year, it gave 6.97% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.97% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Rahul Baijal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM1,323Cr
1Y Returns7.0%

Sundaram Select Focus - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 13.65% annualized returns in the last 3 years. In the last 1 year, it gave 5.39% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.39% 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: Rahul Baijal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM873Cr
1Y Returns5.4%

Sundaram Banking & PSU Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 9.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.68% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date30 Mar 2015
Min Investment Amt5,000
Groww Rating1star
AUM1,180Cr
1Y Returns9.7%

Sundaram Debt Oriented Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 7.9% annualized returns in the last 3 years. In the last 1 year, it gave 0.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.9% returns in the last 1 year. Groww rated this fund as 2 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 Date7 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM98Cr
1Y Returns0.9%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 8.48% annualized returns in the last 3 years. In the last 1 year, it gave 6.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.91% returns in the last 1 year. Groww rated this fund as 1 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 Date21 Jan 2013
Min Investment Amt5,000
Groww Rating1star
AUM52Cr
1Y Returns6.9%

Sundaram Banking & PSU Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided 6.64% annualized returns in the last 3 years. In the last 1 year, it gave 5.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.09% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date8 Jan 2013
Min Investment Amt1,00,000
Groww Rating1star
AUM956Cr
1Y Returns5.1%

Sundaram Short Term Credit Risk Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 8.2% annualized returns in the last 3 years. In the last 1 year, it gave 7.69% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.69% 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: Sandeep Agarwal

Launch Date26 Feb 2015
Min Investment Amt5,000
Groww Rating2star
AUM424Cr
1Y Returns7.7%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 5.12% annualized returns in the last 3 years. In the last 1 year, it gave 0.85% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.85% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date20 Feb 2013
Min Investment Amt5,000
Groww Rating1star
AUM12Cr
1Y Returns0.8%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 7.57% annualized returns in the last 3 years. In the last 1 year, it gave 4.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.19% 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, Sandeep Agarwal

Launch Date12 May 2013
Min Investment Amt5,000
Groww Rating4star
AUM348Cr
1Y Returns4.2%

Sundaram Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 7.83% annualized returns in the last 3 years. In the last 1 year, it gave 7.41% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.41% 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, Siddharth Chaudhary

Launch Date1 Jan 2013
Min Investment Amt1,000
Groww Rating3star
AUM1,211Cr
1Y Returns7.4%

Sundaram Medium Term Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.89% annualized returns in the last 3 years. In the last 1 year, it gave 5.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.09% 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 Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM92Cr
1Y Returns5.1%

Sundaram Short Term Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 7.99% annualized returns in the last 3 years. In the last 1 year, it gave 6.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.63% 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 Date7 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM763Cr
1Y Returns6.6%

Sundaram Infrastructure Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 7.96% annualized returns in the last 3 years. In the last 1 year, it gave -18.01% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -18.01% 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 Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM582Cr
1Y Returns-18.0%

Sundaram Global Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 10.38% annualized returns in the last 3 years. In the last 1 year, it gave -0.52% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.52% 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 Date7 Jan 2013
Min Investment Amt5,000
Groww Rating1star
AUM21Cr
1Y Returns-0.5%

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What does investing in Sundaram Equity 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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