Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Smart NIFTY 100 Equal Weight FundOthersModerately High-12.3%3star21
Sundaram Rural and Consumption FundEquityModerately High-8.9%4star2,052
Sundaram Small Cap FundEquityModerately High-16.9%2star994
Sundaram Rural and Consumption FundEquityModerately High-9.6%4star2,052
Sundaram Mid Cap FundEquityModerately High-13.3%2star5,420
Sundaram Small Cap FundEquityModerately High-17.7%2star994
Sundaram Select FocusEquityModerately High-1.9%4star973
Sundaram Large and Mid Cap FundEquityModerately High-5.4%4star721
Sundaram Mid Cap FundEquityModerately High-14.0%3star5,420
Sundaram Diversified Equity FundEquityModerately High-9.8%3star2,439
Sundaram Equity Hybrid FundHybridModerately High-0.9%3star1,722
Sundaram Diversified Equity FundEquityModerately High-10.1%3star2,439
Sundaram Large and Mid Cap FundEquityModerately High-5.3%4star721
Sundaram Short Term Credit Risk FundDebtModerately Low-4.9%5star183
Sundaram Services FundEquityModerately HighN.A4star1,180
View All Top 10 Sundaram Mutual Funds

Best Sundaram Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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 consistently beaten its benchmark in Index segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave -12.32% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.32% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM21Cr
1Y Returns-12.3%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.87% annualized returns in the last 3 years. In the last 1 year, it gave -8.93% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.93% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,052Cr
1Y Returns-8.9%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided -2.39% annualized returns in the last 3 years. In the last 1 year, it gave -16.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -16.91% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM994Cr
1Y Returns-16.9%

Sundaram Rural and Consumption Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.12% annualized returns in the last 3 years. In the last 1 year, it gave -9.6% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.6% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,052Cr
1Y Returns-9.6%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 1.96% annualized returns in the last 3 years. In the last 1 year, it gave -13.31% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.31% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM5,420Cr
1Y Returns-13.3%

Sundaram Small Cap Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided -3.09% annualized returns in the last 3 years. In the last 1 year, it gave -17.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -17.66% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM994Cr
1Y Returns-17.7%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 10.59% annualized returns in the last 3 years. In the last 1 year, it gave -1.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM973Cr
1Y Returns-1.9%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 9.94% annualized returns in the last 3 years. In the last 1 year, it gave -5.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM721Cr
1Y Returns-5.4%

Sundaram Mid Cap Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 1.24% annualized returns in the last 3 years. In the last 1 year, it gave -14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM5,420Cr
1Y Returns-14.0%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 3.87% annualized returns in the last 3 years. In the last 1 year, it gave -9.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.75% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,439Cr
1Y Returns-9.8%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 8.14% annualized returns in the last 3 years. In the last 1 year, it gave -0.93% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.93% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,722Cr
1Y Returns-0.9%

Sundaram Diversified Equity Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 3.35% annualized returns in the last 3 years. In the last 1 year, it gave -10.13% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.13% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,439Cr
1Y Returns-10.1%

Sundaram Large and Mid Cap Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 10.49% annualized returns in the last 3 years. In the last 1 year, it gave -5.33% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.33% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM721Cr
1Y Returns-5.3%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 3.44% annualized returns in the last 3 years. In the last 1 year, it gave -4.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.9% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM183Cr
1Y Returns-4.9%

Sundaram Services Fund Direct Growth

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

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided NA returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,180Cr
1Y ReturnsNA

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What does investing in Sundaram Hybrid 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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