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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Sundaram Smart NIFTY 100 Equal Weight Fund | Others | Moderately High | -3.2% | 1star | ₹21 | |
| Sundaram Rural and Consumption Fund | Equity | High | -2.3% | 4star | ₹1,535 | |
| Sundaram Small Cap Fund | Equity | Moderately High | 4.1% | 1star | ₹1,041 | |
| Sundaram Mid Cap Fund | Equity | Moderately High | -2.2% | 2star | ₹5,310 | |
| Sundaram Select Focus | Equity | Moderately High | -2.2% | 5star | ₹1,064 | |
| Sundaram Large and Mid Cap Fund | Equity | Moderately High | -4.0% | 4star | ₹1,249 | |
| Sundaram Equity Hybrid Fund | Hybrid | Moderately High | 0.0% | 4star | ₹1,595 | |
| Sundaram Diversified Equity Fund | Equity | Moderately High | -6.2% | 2star | ₹2,232 | |
| Sundaram Services Fund | Equity | Moderately High | 0.8% | 4star | ₹1,152 | |
| Sundaram Short Term Credit Risk Fund | Debt | Moderate | 6.5% | 2star | ₹117 | |
| Sundaram Financial Services Opportunities Fund | Equity | High | -18.8% | 3star | ₹225 | |
| Sundaram Infrastructure Advantage Fund | Equity | High | -9.3% | 3star | ₹443 | |
| Sundaram Money Fund | Debt | Low | 4.8% | 3star | ₹3,896 | |
| Sundaram Global Advantage Fund | Others | High | 18.1% | 1star | ₹45 | |
| Sundaram Corporate Bond Fund | Debt | Moderate | 11.2% | 3star | ₹1,041 | |
| View All Top 10 Sundaram Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given -0.99% annualized returns in the last three years. In the last year, its returns were -3.21%. 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 -3.21% 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 |
|---|---|
| AUM | ₹21Cr |
| 1Y Returns | -3.2% |
Fund Performance: This fund has given 0.67% annualized returns in the last three years. In the last year, its returns were -2.25%. 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 -2.25% 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 |
|---|---|
| AUM | ₹1,535Cr |
| 1Y Returns | -2.3% |
Fund Performance: This fund has given -6.04% annualized returns in the last three years. In the last year, its returns were 4.09%. 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 4.09% 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 |
|---|---|
| AUM | ₹1,041Cr |
| 1Y Returns | 4.1% |
Fund Performance: This fund has given -2.83% annualized returns in the last three years. In the last year, its returns were -2.16%. 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 -2.16% 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 |
|---|---|
| AUM | ₹5,310Cr |
| 1Y Returns | -2.2% |
Fund Performance: This fund has given 6.04% 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 ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,064Cr |
| 1Y Returns | -2.2% |
Fund Performance: This fund has given 5.2% annualized returns in the last three years. In the last year, its returns were -3.98%. 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 -3.98% 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 |
|---|---|
| AUM | ₹1,249Cr |
| 1Y Returns | -4.0% |
Fund Performance: This fund has given 6.37% annualized returns in the last three years. In the last year, its returns were 0.01%. 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 0.01% 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 ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,595Cr |
| 1Y Returns | 0.0% |
Fund Performance: This fund has given -1.42% annualized returns in the last three years. In the last year, its returns were -6.23%. 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 -6.23% 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 |
|---|---|
| AUM | ₹2,232Cr |
| 1Y Returns | -6.2% |
Fund Performance: In the last year, its returns were 0.81%. 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 0.81% 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 |
|---|---|
| AUM | ₹1,152Cr |
| 1Y Returns | 0.8% |
Fund Performance: This fund has given 2.75% 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 ₹5,000. Minimum SIP investment amount required for this scheme is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹117Cr |
| 1Y Returns | 6.5% |
Fund Performance: This fund has given -0.8% annualized returns in the last three years. In the last year, its returns were -18.83%. 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 -18.83% 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 |
|---|---|
| AUM | ₹225Cr |
| 1Y Returns | -18.8% |
Fund Performance: This fund has given -4.53% annualized returns in the last three years. In the last year, its returns were -9.31%. 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 -9.31% 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 |
|---|---|
| AUM | ₹443Cr |
| 1Y Returns | -9.3% |
Fund Performance: This fund has given 6.41% annualized returns in the last three years. In the last year, its returns were 4.85%. 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 4.85% 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 |
|---|---|
| AUM | ₹3,896Cr |
| 1Y Returns | 4.8% |
Fund Performance: This fund has given 7.14% annualized returns in the last three years. In the last year, its returns were 18.07%. 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 18.07% 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 |
|---|---|
| AUM | ₹45Cr |
| 1Y Returns | 18.1% |
Fund Performance: This fund has given 8.35% annualized returns in the last three years. In the last year, its returns were 11.19%. 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 11.19% 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 |
|---|---|
| AUM | ₹1,041Cr |
| 1Y Returns | 11.2% |
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