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 High8.3%3star21
Sundaram Rural and Consumption FundEquityHigh12.7%4star1,958
Sundaram Small Cap FundEquityModerately High7.0%1star1,057
Sundaram Mid Cap FundEquityModerately High11.4%2star5,901
Sundaram Select FocusEquityModerately High18.1%4star1,056
Sundaram Large and Mid Cap FundEquityModerately High18.3%4star1,016
Sundaram Equity Hybrid FundHybridModerately High15.6%3star1,832
Sundaram Diversified Equity FundEquityModerately High12.5%2star2,578
Sundaram Services FundEquityModerately High28.2%4star1,273
Sundaram Short Term Credit Risk FundDebtModerate-5.6%5star177
Sundaram Financial Services Opportunities FundEquityHigh27.8%2star241
Sundaram Infrastructure Advantage FundEquityHigh10.8%3star530
Sundaram Global Advantage FundOthersHigh13.9%1star36
Sundaram Money FundDebtLow6.5%3star4,413
Sundaram Corporate Bond FundDebtModerate11.9%3star994
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 6.99% annualized returns in the last three years. In the last year, its returns were 8.33%. 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 8.33% 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
AUM21Cr
1Y Returns8.3%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given 10.26% annualized returns in the last three years. In the last year, its returns were 12.69%. 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 12.69% 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 ₹500.

Min Investment Amt₹100
AUM1,958Cr
1Y Returns12.7%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given 2.88% annualized returns in the last three years. In the last year, its returns were 7.01%. 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 7.01% 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
AUM1,057Cr
1Y Returns7.0%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given 7.04% annualized returns in the last three years. In the last year, its returns were 11.44%. 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 11.44% 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
AUM5,901Cr
1Y Returns11.4%

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 18.12%. 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 18.12% 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
AUM1,056Cr
1Y Returns18.1%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 15.92% annualized returns in the last three years. In the last year, its returns were 18.28%. 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 18.28% 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
AUM1,016Cr
1Y Returns18.3%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 12.77% annualized returns in the last three years. In the last year, its returns were 15.62%. 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 15.62% 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
AUM1,832Cr
1Y Returns15.6%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given 9.23% annualized returns in the last three years. In the last year, its returns were 12.52%. 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 12.52% 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
AUM2,578Cr
1Y Returns12.5%

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 28.22%. 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 28.22% 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
AUM1,273Cr
1Y Returns28.2%

Sundaram Short Term Credit Risk Fund Direct Growth

Fund Performance: This fund has given 3.23% annualized returns in the last three years. In the last year, its returns were -5.62%. 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 -5.62% 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
AUM177Cr
1Y Returns-5.6%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given 16.63% annualized returns in the last three years. In the last year, its returns were 27.8%. 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 27.8% 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
AUM241Cr
1Y Returns27.8%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given 8.27% annualized returns in the last three years. In the last year, its returns were 10.79%. 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 10.79% 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
AUM530Cr
1Y Returns10.8%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 8.99% annualized returns in the last three years. In the last year, its returns were 13.88%. 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 13.88% 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
AUM36Cr
1Y Returns13.9%

Sundaram Money Direct Growth

Fund Performance: This fund has given 6.93% annualized returns in the last three years. In the last year, its returns were 6.54%. 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 6.54% 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
AUM4,413Cr
1Y Returns6.5%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 7.54% annualized returns in the last three years. In the last year, its returns were 11.9%. 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 11.9% 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
AUM994Cr
1Y Returns11.9%

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