Home>Mutual Funds>Sundaram Mutual Funds>Best 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.

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 FundOtherVery High54.7%1star34
Sundaram Rural and Consumption FundEquityVery High39.4%4star1,316
Sundaram Small Cap FundEquityVery High101.6%1star1,461
Sundaram Mid Cap FundEquityVery High65.9%1star6,564
Sundaram Select FocusEquityVery High40.7%5star1,283
Sundaram Large and Mid Cap FundEquityVery High55.9%4star1,596
Sundaram Equity Hybrid FundHybridHigh38.7%4star1,791
Sundaram Diversified Equity FundEquityVery High50.2%1star2,335
Sundaram Services FundEquityVery High65.2%4star1,535
Sundaram Financial Services Opportunities FundEquityVery High49.7%4star373
Sundaram Infrastructure Advantage FundEquityVery High67.6%3star587
Sundaram Money FundDebtLow to Moderate3.3%3star2,949
Sundaram Global Brand FundOtherVery High32.2%1star76
Sundaram Corporate Bond FundDebtLow to Moderate5.3%3star1,131
Sundaram Low Duration FundDebtLow to Moderate4.0%2star377
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 13.19% annualized returns in the last three years. In the last year, its returns were 54.66%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 54.66% 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
AUM34Cr
1Y Returns54.7%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given 10.34% annualized returns in the last three years. In the last year, its returns were 39.4%. 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 39.4% 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 ₹100.

Min Investment Amt₹100
AUM1,316Cr
1Y Returns39.4%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given 17.49% annualized returns in the last three years. In the last year, its returns were 101.61%. 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 101.61% 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
AUM1,461Cr
1Y Returns101.6%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given 12.29% annualized returns in the last three years. In the last year, its returns were 65.94%. 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 65.94% 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 ₹100.

Min Investment Amt₹100
AUM6,564Cr
1Y Returns65.9%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given 13.51% annualized returns in the last three years. In the last year, its returns were 40.66%. 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 40.66% 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
AUM1,283Cr
1Y Returns40.7%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 15.55% annualized returns in the last three years. In the last year, its returns were 55.89%. 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 55.89% 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 ₹100.

Min Investment Amt₹100
AUM1,596Cr
1Y Returns55.9%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 13.86% annualized returns in the last three years. In the last year, its returns were 38.72%. 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 38.72% 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
AUM1,791Cr
1Y Returns38.7%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given 10.42% annualized returns in the last three years. In the last year, its returns were 50.18%. 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 50.18% 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
AUM2,335Cr
1Y Returns50.2%

Sundaram Services Fund Direct Growth

Fund Performance: In the last year, its returns were 65.16%. 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 65.16% 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 Returns65.2%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given 13.99% annualized returns in the last three years. In the last year, its returns were 49.69%. 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 49.69% 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
AUM373Cr
1Y Returns49.7%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given 14.19% annualized returns in the last three years. In the last year, its returns were 67.58%. 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 67.58% 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 ₹100.

Min Investment Amt₹100
AUM587Cr
1Y Returns67.6%

Sundaram Money Direct Growth

Fund Performance: This fund has given 5.39% annualized returns in the last three years. In the last year, its returns were 3.34%. 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 3.34% 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
AUM2,949Cr
1Y Returns3.3%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 15.18% annualized returns in the last three years. In the last year, its returns were 32.18%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 32.18% 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
AUM76Cr
1Y Returns32.2%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 9.68% annualized returns in the last three years. In the last year, its returns were 5.3%. 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 5.3% 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
AUM1,131Cr
1Y Returns5.3%

Sundaram Low Duration Fund Direct Growth

Fund Performance: This fund has given 3.36% annualized returns in the last three years. In the last year, its returns were 4.04%. 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 4.04% 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 ₹1,000.

Min Investment Amt₹1,000
AUM377Cr
1Y Returns4.0%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India