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 FundOthersModerately High5.0%3star22
Sundaram Rural and Consumption FundEquityModerately High7.6%4star2,155
Sundaram Small Cap FundEquityModerately High-2.2%1star1,088
Sundaram Mid Cap FundEquityModerately High3.5%2star5,883
Sundaram Select FocusEquityModerately High16.3%4star1,046
Sundaram Large and Mid Cap FundEquityModerately High14.0%4star871
Sundaram Equity Hybrid FundHybridModerately High12.9%3star1,824
Sundaram Diversified Equity FundEquityModerately High8.0%2star2,632
Sundaram Services FundEquityModerately High21.0%4star1,250
Sundaram Short Term Credit Risk FundDebtModerately Low-5.3%5star172
Sundaram Financial Services Opportunities FundEquityHigh26.4%2star204
Sundaram Infrastructure Advantage FundEquityHigh5.9%3star556
Sundaram Global Advantage FundOthersHigh13.3%1star22
Sundaram Money FundDebtLow6.8%3star6,142
Sundaram Corporate Bond FundDebtModerate11.9%3star807
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 NA annualized returns in the last three years. In the last year, its returns were 4.97%. 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 4.97% 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 ₹500.

Min Investment Amt₹100
AUM22Cr
1Y Returns5.0%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given 9.8% annualized returns in the last three years. In the last year, its returns were 7.62%. 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 7.62% 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 ₹500.

Min Investment Amt₹100
AUM2,155Cr
1Y Returns7.6%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given 0.69% annualized returns in the last three years. In the last year, its returns were -2.23%. 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 -2.23% 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 ₹500.

Min Investment Amt₹100
AUM1,088Cr
1Y Returns-2.2%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given 5.32% annualized returns in the last three years. In the last year, its returns were 3.5%. 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 3.5% 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 ₹500.

Min Investment Amt₹100
AUM5,883Cr
1Y Returns3.5%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given 17.17% annualized returns in the last three years. In the last year, its returns were 16.27%. 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 16.27% 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 ₹500.

Min Investment Amt₹100
AUM1,046Cr
1Y Returns16.3%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 15.32% annualized returns in the last three years. In the last year, its returns were 14.02%. 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 14.02% 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 ₹500.

Min Investment Amt₹100
AUM871Cr
1Y Returns14.0%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 12.07% annualized returns in the last three years. In the last year, its returns were 12.87%. 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 12.87% 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 ₹500.

Min Investment Amt₹100
AUM1,824Cr
1Y Returns12.9%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given 8.78% annualized returns in the last three years. In the last year, its returns were 7.98%. 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 7.98% 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 ₹500.

Min Investment Amt₹500
AUM2,632Cr
1Y Returns8.0%

Sundaram Services Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 21.03%. 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 21.03% 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 ₹500.

Min Investment Amt₹100
AUM1,250Cr
1Y Returns21.0%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has given 3.28% annualized returns in the last three years. In the last year, its returns were -5.25%. 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 -5.25% 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 ₹500.

Min Investment Amt₹5,000
AUM172Cr
1Y Returns-5.3%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given 16.39% annualized returns in the last three years. In the last year, its returns were 26.43%. 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 26.43% 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 ₹500.

Min Investment Amt₹100
AUM204Cr
1Y Returns26.4%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given 7.37% annualized returns in the last three years. In the last year, its returns were 5.94%. 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 5.94% 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 ₹500.

Min Investment Amt₹100
AUM556Cr
1Y Returns5.9%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 8.79% annualized returns in the last three years. In the last year, its returns were 13.34%. 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 13.34% 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 ₹500.

Min Investment Amt₹5,000
AUM22Cr
1Y Returns13.3%

Sundaram Money Direct Growth

Fund Performance: This fund has given 6.99% annualized returns in the last three years. In the last year, its returns were 6.83%. 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 6.83% 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
AUM6,142Cr
1Y Returns6.8%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 7.53% annualized returns in the last three years. In the last year, its returns were 11.86%. 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 11.86% 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 ₹500.

Min Investment Amt₹5,000
AUM807Cr
1Y Returns11.9%

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