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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Sundaram Smart NIFTY 100 Equal Weight Fund | Other | Very High | 54.7% | 1star | ₹34 | |
| Sundaram Rural and Consumption Fund | Equity | Very High | 39.4% | 4star | ₹1,316 | |
| Sundaram Small Cap Fund | Equity | Very High | 101.6% | 1star | ₹1,461 | |
| Sundaram Mid Cap Fund | Equity | Very High | 65.9% | 1star | ₹6,564 | |
| Sundaram Select Focus | Equity | Very High | 40.7% | 5star | ₹1,283 | |
| Sundaram Large and Mid Cap Fund | Equity | Very High | 55.9% | 4star | ₹1,596 | |
| Sundaram Equity Hybrid Fund | Hybrid | High | 38.7% | 4star | ₹1,791 | |
| Sundaram Diversified Equity Fund | Equity | Very High | 50.2% | 1star | ₹2,335 | |
| Sundaram Services Fund | Equity | Very High | 65.2% | 4star | ₹1,535 | |
| Sundaram Financial Services Opportunities Fund | Equity | Very High | 49.7% | 4star | ₹373 | |
| Sundaram Infrastructure Advantage Fund | Equity | Very High | 67.6% | 3star | ₹587 | |
| Sundaram Money Fund | Debt | Low to Moderate | 3.3% | 3star | ₹2,949 | |
| Sundaram Global Brand Fund | Other | Very High | 32.2% | 1star | ₹76 | |
| Sundaram Corporate Bond Fund | Debt | Low to Moderate | 5.3% | 3star | ₹1,131 | |
| Sundaram Low Duration Fund | Debt | Low to Moderate | 4.0% | 2star | ₹377 | |
| 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 13.19% annualized returns in the last three years. In the last year, its returns were 54.66%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 54.66% 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 | ₹34Cr |
| 1Y Returns | 54.7% |
Sundaram Rural and Consumption Fund Direct Growth
Fund Performance: This fund has given 10.34% annualized returns in the last three years. In the last year, its returns were 39.4%. 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 39.4% 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 | ₹1,316Cr |
| 1Y Returns | 39.4% |
Sundaram Small Cap Fund Direct Growth
Fund Performance: This fund has given 17.49% annualized returns in the last three years. In the last year, its returns were 101.61%. 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 101.61% 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 |
|---|---|
| AUM | ₹1,461Cr |
| 1Y Returns | 101.6% |
Sundaram Mid Cap Fund Direct Growth
Fund Performance: This fund has given 12.29% annualized returns in the last three years. In the last year, its returns were 65.94%. 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 65.94% 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 | ₹6,564Cr |
| 1Y Returns | 65.9% |
Sundaram Select Focus Fund Direct Growth
Fund Performance: This fund has given 13.51% annualized returns in the last three years. In the last year, its returns were 40.66%. 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 40.66% 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 | ₹1,283Cr |
| 1Y Returns | 40.7% |
Sundaram Large and Mid Cap Fund Direct Growth
Fund Performance: This fund has given 15.55% annualized returns in the last three years. In the last year, its returns were 55.89%. 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 55.89% 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 | ₹1,596Cr |
| 1Y Returns | 55.9% |
Sundaram Equity Hybrid Fund Direct Growth
Fund Performance: This fund has given 13.86% annualized returns in the last three years. In the last year, its returns were 38.72%. 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 38.72% 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 | ₹1,791Cr |
| 1Y Returns | 38.7% |
Sundaram Diversified Equity Fund Direct Growth
Fund Performance: This fund has given 10.42% annualized returns in the last three years. In the last year, its returns were 50.18%. 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 50.18% 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 | ₹2,335Cr |
| 1Y Returns | 50.2% |
Sundaram Services Fund Direct Growth
Fund Performance: In the last year, its returns were 65.16%. 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 65.16% 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 | ₹1,535Cr |
| 1Y Returns | 65.2% |
Sundaram Financial Services Opportunities Fund Direct Growth
Fund Performance: This fund has given 13.99% annualized returns in the last three years. In the last year, its returns were 49.69%. 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 49.69% 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 ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹373Cr |
| 1Y Returns | 49.7% |
Sundaram Infrastructure Advantage Fund Direct Growth
Fund Performance: This fund has given 14.19% annualized returns in the last three years. In the last year, its returns were 67.58%. 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 67.58% 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 | ₹587Cr |
| 1Y Returns | 67.6% |
Sundaram Money Direct Growth
Fund Performance: This fund has given 5.39% annualized returns in the last three years. In the last year, its returns were 3.34%. 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 3.34% 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 | ₹2,949Cr |
| 1Y Returns | 3.3% |
Sundaram Global Brand Direct Growth
Fund Performance: This fund has given 15.18% annualized returns in the last three years. In the last year, its returns were 32.18%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 32.18% 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 | ₹76Cr |
| 1Y Returns | 32.2% |
Sundaram Corporate Bond Fund Direct Growth
Fund Performance: This fund has given 9.68% annualized returns in the last three years. In the last year, its returns were 5.3%. 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 5.3% 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 | ₹1,131Cr |
| 1Y Returns | 5.3% |
Sundaram Low Duration Fund Direct Growth
Fund Performance: This fund has given 3.36% annualized returns in the last three years. In the last year, its returns were 4.04%. 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 4.04% 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 |
|---|---|
| AUM | ₹377Cr |
| 1Y Returns | 4.0% |
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