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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 FundOthersModerately High19.4%1star24
Sundaram Rural and Consumption FundEquityHigh13.1%4star1,497
Sundaram Small Cap FundEquityModerately High20.5%1star1,208
Sundaram Mid Cap FundEquityModerately High12.3%1star5,926
Sundaram Select FocusEquityModerately High17.1%4star1,185
Sundaram Large and Mid Cap FundEquityModerately High11.6%4star1,398
Sundaram Equity Hybrid FundHybridHigh14.1%4star1,646
Sundaram Diversified Equity FundEquityModerately High13.0%2star2,408
Sundaram Services FundEquityModerately High17.9%4star1,286
Sundaram Financial Services Opportunities FundEquityHigh8.7%3star288
Sundaram Infrastructure Advantage FundEquityHigh11.3%3star499
Sundaram Money FundDebtLow4.1%3star3,611
Sundaram Global Brand FundDebtHigh19.7%1star51
Sundaram Corporate Bond FundDebtModerate10.2%3star1,274
Sundaram Low Duration FundDebtModerately Low6.1%2star433
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 4.28% annualized returns in the last three years. In the last year, its returns were 19.42%. 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 19.42% 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
AUM24Cr
1Y Returns19.4%

Sundaram Rural and Consumption Fund Direct Growth

Fund Performance: This fund has given 4.23% annualized returns in the last three years. In the last year, its returns were 13.14%. 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 13.14% 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
AUM1,497Cr
1Y Returns13.1%

Sundaram Small Cap Fund Direct Growth

Fund Performance: This fund has given -3.89% annualized returns in the last three years. In the last year, its returns were 20.53%. 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 20.53% 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
AUM1,208Cr
1Y Returns20.5%

Sundaram Mid Cap Fund Direct Growth

Fund Performance: This fund has given 0.67% annualized returns in the last three years. In the last year, its returns were 12.28%. 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 12.28% 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 ₹100.

Min Investment Amt₹100
AUM5,926Cr
1Y Returns12.3%

Sundaram Select Focus Fund Direct Growth

Fund Performance: This fund has given 11.01% annualized returns in the last three years. In the last year, its returns were 17.07%. 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 17.07% 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
AUM1,185Cr
1Y Returns17.1%

Sundaram Large and Mid Cap Fund Direct Growth

Fund Performance: This fund has given 8.26% annualized returns in the last three years. In the last year, its returns were 11.61%. 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 11.61% 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
AUM1,398Cr
1Y Returns11.6%

Sundaram Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 9.94% annualized returns in the last three years. In the last year, its returns were 14.08%. 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 14.08% 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
AUM1,646Cr
1Y Returns14.1%

Sundaram Diversified Equity 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 13.03%. 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 13.03% 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
AUM2,408Cr
1Y Returns13.0%

Sundaram Services Fund Direct Growth

Fund Performance: In the last year, its returns were 17.88%. 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 17.88% 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 ₹100.

Min Investment Amt₹100
AUM1,286Cr
1Y Returns17.9%

Sundaram Financial Services Opportunities Fund Direct Growth

Fund Performance: This fund has given 8.38% annualized returns in the last three years. In the last year, its returns were 8.71%. 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 8.71% 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
AUM288Cr
1Y Returns8.7%

Sundaram Infrastructure Advantage Fund Direct Growth

Fund Performance: This fund has given -1.74% annualized returns in the last three years. In the last year, its returns were 11.32%. 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 11.32% 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
AUM499Cr
1Y Returns11.3%

Sundaram Money Direct Growth

Fund Performance: This fund has given 6.05% annualized returns in the last three years. In the last year, its returns were 4.12%. 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 4.12% 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
AUM3,611Cr
1Y Returns4.1%

Sundaram Global Brand Direct Growth

Fund Performance: This fund has given 8.34% annualized returns in the last three years. In the last year, its returns were 19.73%. 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 19.73% 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
AUM51Cr
1Y Returns19.7%

Sundaram Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 9.17% annualized returns in the last three years. In the last year, its returns were 10.24%. 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 10.24% 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
AUM1,274Cr
1Y Returns10.2%

Sundaram Low Duration Fund Direct Growth

Fund Performance: This fund has given 3.89% annualized returns in the last three years. In the last year, its returns were 6.14%. 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 6.14% 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
AUM433Cr
1Y Returns6.1%

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