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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 FundOthersVery High68.6%1star27
Sundaram Rural and Consumption FundEquityVery High48.3%4star1,336
Sundaram Small Cap FundEquityVery High98.0%1star1,248
Sundaram Mid Cap FundEquityVery High71.5%1star6,152
Sundaram Select FocusEquityVery High53.3%4star1,218
Sundaram Large and Mid Cap FundEquityVery High63.9%4star1,480
Sundaram Equity Hybrid FundHybridHigh42.6%4star1,667
Sundaram Diversified Equity FundEquityVery High62.4%1star2,304
Sundaram Services FundEquityVery High65.3%4star1,320
Sundaram Financial Services Opportunities FundEquityVery High61.8%3star328
Sundaram Infrastructure Advantage FundEquityVery High79.9%3star551
Sundaram Money FundDebtLow to Moderate3.6%3star3,658
Sundaram Global Brand FundEquityVery High44.5%1star58
Sundaram Corporate Bond FundDebtLow to Moderate10.0%3star1,031
Sundaram Low Duration FundDebtLow to Moderate6.0%2star390
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 8.53% annualized returns in the last three years. In the last year, its returns were 68.62%. 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 68.62% 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 ₹100.

Min Investment Amt₹100
AUM27Cr
1Y Returns68.6%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given 5.82% annualized returns in the last three years. In the last year, its returns were 48.34%. 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 48.34% 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
AUM1,336Cr
1Y Returns48.3%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given 2.95% annualized returns in the last three years. In the last year, its returns were 98.01%. 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 98.01% 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
AUM1,248Cr
1Y Returns98.0%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given 5% annualized returns in the last three years. In the last year, its returns were 71.54%. 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 71.54% 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
AUM6,152Cr
1Y Returns71.5%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given 13.02% annualized returns in the last three years. In the last year, its returns were 53.31%. 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 53.31% 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
AUM1,218Cr
1Y Returns53.3%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 11.7% annualized returns in the last three years. In the last year, its returns were 63.86%. 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 63.86% 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
AUM1,480Cr
1Y Returns63.9%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 11.76% annualized returns in the last three years. In the last year, its returns were 42.59%. 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 42.59% 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
AUM1,667Cr
1Y Returns42.6%

Sundaram Diversified Equity Fund Direct Growth

Fund Performance: This fund has given 6.31% annualized returns in the last three years. In the last year, its returns were 62.42%. 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 62.42% 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
AUM2,304Cr
1Y Returns62.4%

Sundaram Services Fund Direct Growth

Fund Performance: In the last year, its returns were 65.32%. 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 65.32% 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
AUM1,320Cr
1Y Returns65.3%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given 11.9% annualized returns in the last three years. In the last year, its returns were 61.81%. 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 61.81% 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
AUM328Cr
1Y Returns61.8%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given 4.54% annualized returns in the last three years. In the last year, its returns were 79.9%. 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 79.9% 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
AUM551Cr
1Y Returns79.9%

Sundaram Money Direct Growth

Fund Performance: This fund has given 5.77% annualized returns in the last three years. In the last year, its returns were 3.63%. 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 3.63% 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
AUM3,658Cr
1Y Returns3.6%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 12.91% annualized returns in the last three years. In the last year, its returns were 44.53%. 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 44.53% 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
AUM58Cr
1Y Returns44.5%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.83% annualized returns in the last three years. In the last year, its returns were 9.97%. 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 9.97% 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
AUM1,031Cr
1Y Returns10.0%

Sundaram Low Duration Fund Direct Growth

Fund Performance: This fund has given 3.57% annualized returns in the last three years. In the last year, its returns were 5.98%. 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 5.98% 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
AUM390Cr
1Y Returns6.0%

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