Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Money FundDebtLow7.6%3star5,400
Sundaram Select FocusEquityModerately High6.3%4star979
Sundaram Banking & PSU Debt FundDebtModerate9.7%1star1,180
Sundaram Regular Savings FundHybridModerate6.9%3star49
Sundaram Banking & PSU Debt FundDebtModerately Low9.3%2star995
Sundaram Debt Oriented Hybrid FundHybridModerate3.8%3star83
Sundaram Short Term Credit Risk FundDebtModerately Low8.7%5star416
Sundaram Gilt FundDebtModerate0.8%2star11
Sundaram Corporate Bond FundDebtModerate9.5%2star596
Sundaram Low Duration FundDebtModerately Low8.3%4star1,332
Sundaram Medium Term Bond FundDebtModerate7.8%2star90
Sundaram Short Term Debt FundDebtModerately Low8.5%4star509
Sundaram Infrastructure Advantage FundEquityHigh-10.9%3star597
Sundaram Global Advantage FundOthersHigh-5.3%1star22
Sundaram Large and Mid Cap FundEquityModerately High1.1%4star616
View All Top 10 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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Sundaram Money Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.2% annualized returns in the last 3 years. In the last 1 year, it gave 7.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.63% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating3star
AUM5,400Cr
1Y Returns7.6%

Sundaram Select Focus - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 15.32% annualized returns in the last 3 years. In the last 1 year, it gave 6.33% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.33% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rahul Baijal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM979Cr
1Y Returns6.3%

Sundaram Banking & PSU Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 9.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.68% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date30 Mar 2015
Min Investment Amt5,000
Groww Rating1star
AUM1,180Cr
1Y Returns9.7%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 8.48% annualized returns in the last 3 years. In the last 1 year, it gave 6.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.91% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria

Launch Date21 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM49Cr
1Y Returns6.9%

Sundaram Banking & PSU Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Banking & PSU segment and provided 6.92% annualized returns in the last 3 years. In the last 1 year, it gave 9.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.27% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date8 Jan 2013
Min Investment Amt1,00,000
Groww Rating2star
AUM995Cr
1Y Returns9.3%

Sundaram Debt Oriented Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 8.06% annualized returns in the last 3 years. In the last 1 year, it gave 3.81% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.81% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: S Krishnakumar, Dwijendra Srivastava, Siddharth Chaudhary, Sandeep Agarwal, Rohit Seksaria

Launch Date7 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM83Cr
1Y Returns3.8%

Sundaram Short Term Credit Risk Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 8.26% annualized returns in the last 3 years. In the last 1 year, it gave 8.67% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.67% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Sandeep Agarwal

Launch Date26 Feb 2015
Min Investment Amt5,000
Groww Rating5star
AUM416Cr
1Y Returns8.7%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 5.12% annualized returns in the last 3 years. In the last 1 year, it gave 0.85% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.85% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date20 Feb 2013
Min Investment Amt5,000
Groww Rating2star
AUM11Cr
1Y Returns0.8%

Sundaram Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 7.75% annualized returns in the last 3 years. In the last 1 year, it gave 9.49% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.49% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date12 May 2013
Min Investment Amt5,000
Groww Rating2star
AUM596Cr
1Y Returns9.5%

Sundaram Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 7.74% annualized returns in the last 3 years. In the last 1 year, it gave 8.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.27% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Siddharth Chaudhary

Launch Date1 Jan 2013
Min Investment Amt1,000
Groww Rating4star
AUM1,332Cr
1Y Returns8.3%

Sundaram Medium Term Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.76% annualized returns in the last 3 years. In the last 1 year, it gave 7.77% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.77% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM90Cr
1Y Returns7.8%

Sundaram Short Term Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 7.88% annualized returns in the last 3 years. In the last 1 year, it gave 8.52% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.52% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Dwijendra Srivastava, Sandeep Agarwal

Launch Date7 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM509Cr
1Y Returns8.5%

Sundaram Infrastructure Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 10.25% annualized returns in the last 3 years. In the last 1 year, it gave -10.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.92% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar, Madanagopal Ramu

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM597Cr
1Y Returns-10.9%

Sundaram Global Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Overseas segment and provided 9.46% annualized returns in the last 3 years. In the last 1 year, it gave -5.28% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.28% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Others mutual fund in India.

Fund Manager: S Krishnakumar, Rohit Seksaria

Launch Date7 Jan 2013
Min Investment Amt5,000
Groww Rating1star
AUM22Cr
1Y Returns-5.3%

Sundaram Large and Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 15.77% annualized returns in the last 3 years. In the last 1 year, it gave 1.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.11% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar, Madanagopal Ramu

Launch Date7 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM616Cr
1Y Returns1.1%

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What does investing in Sundaram Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Sundaram Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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