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.

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Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Smart NIFTY 100 Equal Weight FundOthersModerately High-31.9%1star20
Sundaram Rural and Consumption FundEquityHigh-26.4%4star1,816
Sundaram Small Cap FundEquityModerately High-36.9%1star1,124
Sundaram Mid Cap FundEquityModerately High-31.1%2star5,952
Sundaram Select FocusEquityModerately High-23.8%4star1,046
Sundaram Large and Mid Cap FundEquityModerately High-27.7%4star1,167
Sundaram Equity Hybrid FundHybridModerately High-16.6%4star1,806
Sundaram Diversified Equity FundEquityModerately High-32.6%2star2,452
Sundaram Services FundEquityModerately High-18.9%4star1,293
Sundaram Short Term Credit Risk FundDebtModerate-6.0%2star138
Sundaram Financial Services Opportunities FundEquityHigh-29.3%3star235
Sundaram Infrastructure Advantage FundEquityHigh-36.1%3star507
Sundaram Money FundDebtLow6.2%3star5,803
Sundaram Global Advantage FundOthersHigh-9.2%1star35
Sundaram Corporate Bond FundDebtModerate10.2%3star1,066
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 -8.6% annualized returns in the last three years. In the last year, its returns were -31.89%. 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 -31.89% 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
AUM20Cr
1Y Returns-31.9%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given -5.59% annualized returns in the last three years. In the last year, its returns were -26.4%. 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 -26.4% 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
AUM1,816Cr
1Y Returns-26.4%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given -15.43% annualized returns in the last three years. In the last year, its returns were -36.94%. 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 -36.94% 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
AUM1,124Cr
1Y Returns-36.9%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given -9.96% annualized returns in the last three years. In the last year, its returns were -31.15%. 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 -31.15% 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 ₹500.

Min Investment Amt₹100
AUM5,952Cr
1Y Returns-31.1%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given -0.3% annualized returns in the last three years. In the last year, its returns were -23.77%. 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 -23.77% 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 Returns-23.8%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given -3.16% annualized returns in the last three years. In the last year, its returns were -27.66%. 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 -27.66% 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 ₹500.

Min Investment Amt₹100
AUM1,167Cr
1Y Returns-27.7%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 0.93% annualized returns in the last three years. In the last year, its returns were -16.58%. 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 -16.58% 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
AUM1,806Cr
1Y Returns-16.6%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given -8.63% annualized returns in the last three years. In the last year, its returns were -32.56%. 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 -32.56% 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
AUM2,452Cr
1Y Returns-32.6%

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 -18.89%. 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 -18.89% 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
AUM1,293Cr
1Y Returns-18.9%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has given 3.12% annualized returns in the last three years. In the last year, its returns were -6.05%. 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 -6.05% 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
AUM138Cr
1Y Returns-6.0%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given -5.56% annualized returns in the last three years. In the last year, its returns were -29.3%. 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 -29.3% 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
AUM235Cr
1Y Returns-29.3%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given -11.09% annualized returns in the last three years. In the last year, its returns were -36.14%. 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 -36.14% 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
AUM507Cr
1Y Returns-36.1%

Sundaram Money Direct Growth

Fund Performance: This fund has given 6.87% annualized returns in the last three years. In the last year, its returns were 6.22%. 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 6.22% 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
AUM5,803Cr
1Y Returns6.2%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 2.41% annualized returns in the last three years. In the last year, its returns were -9.23%. 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 -9.23% 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
AUM35Cr
1Y Returns-9.2%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8% annualized returns in the last three years. In the last year, its returns were 10.17%. 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 10.17% 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
AUM1,066Cr
1Y Returns10.2%

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