Best Sundaram Equity 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.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Top 10 Sundaram Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Sundaram Large and Mid Cap FundEquityModerately High3.1%4star428
Sundaram Rural and Consumption FundEquityModerately High-7.1%4star2,390
Sundaram Mid Cap FundEquityModerately High-11.9%4star5,658
Sundaram Infrastructure Advantage FundEquityHigh-14.8%3star589
Sundaram Diversified Equity FundEquityModerately High-8.1%3star2,558
Sundaram Financial Services Opportunities FundEquityHigh-8.3%3star136
Sundaram Select FocusEquityModerately High3.8%3star834
BNP Paribas Mid Cap FundEquityHigh-15.0%2star718
BNP Paribas Multi Cap FundEquityModerately High-9.6%2star822
BNP Paribas Large Cap FundEquityModerately High-2.6%2star1,011
BNP Paribas Long Term Equity FundEquityModerately High-7.6%1star486
Sundaram Small Cap FundEquityModerately High-23.4%1star1,022
BNP Paribas Focused 25 Equity FundEquityModerately High-11.6%1star251
BNP Paribas India Consumption FundEquityHighN.Astar0
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 Large and Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 14.14% annualized returns in the last 3 years. In the last 1 year, it gave 3.08% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.08% 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
AUM428Cr
1Y Returns3.1%

Sundaram Rural and Consumption Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 16.02% annualized returns in the last 3 years. In the last 1 year, it gave -7.1% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.1% 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

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM2,390Cr
1Y Returns-7.1%

Sundaram Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 10.36% annualized returns in the last 3 years. In the last 1 year, it gave -11.87% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -11.87% 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

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM5,658Cr
1Y Returns-11.9%

Sundaram Infrastructure Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 7.31% annualized returns in the last 3 years. In the last 1 year, it gave -14.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.8% 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
AUM589Cr
1Y Returns-14.8%

Sundaram Diversified Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.88% annualized returns in the last 3 years. In the last 1 year, it gave -8.08% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.08% 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

Launch Date1 Jan 2013
Min Investment Amt500
Groww Rating3star
AUM2,558Cr
1Y Returns-8.1%

Sundaram Financial Services Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 11.36% annualized returns in the last 3 years. In the last 1 year, it gave -8.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.25% 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

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM136Cr
1Y Returns-8.3%

Sundaram Select Focus - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 11.73% annualized returns in the last 3 years. In the last 1 year, it gave 3.75% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.75% 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: Rahul Baijal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM834Cr
1Y Returns3.8%

BNP Paribas Mid Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 9.45% annualized returns in the last 3 years. In the last 1 year, it gave -14.98% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.98% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM718Cr
1Y Returns-15.0%

BNP Paribas Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 11.2% annualized returns in the last 3 years. In the last 1 year, it gave -9.64% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.64% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM822Cr
1Y Returns-9.6%

BNP Paribas Large Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 8.94% annualized returns in the last 3 years. In the last 1 year, it gave -2.65% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.65% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM1,011Cr
1Y Returns-2.6%

BNP Paribas Long Term Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8% annualized returns in the last 3 years. In the last 1 year, it gave -7.6% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.6% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan

Launch Date1 Jan 2013
Min Investment Amt500
Groww Rating1star
AUM486Cr
1Y Returns-7.6%

Sundaram Small Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 4.63% annualized returns in the last 3 years. In the last 1 year, it gave -23.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -23.44% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: S Krishnakumar

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating1star
AUM1,022Cr
1Y Returns-23.4%

BNP Paribas Focused 25 Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -11.55% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -11.55% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan

Launch Date8 Oct 2017
Min Investment Amt5,000
Groww Rating1star
AUM251Cr
1Y Returns-11.6%

BNP Paribas India Consumption Fund - Direct - Growth

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

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Abhijeet Dey, Karthikraj Lakshmanan, Mayank Prakash

Launch Date16 Aug 2018
Min Investment Amt5,000
Groww Ratingstar
AUM0Cr
1Y Returns-100.0%

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What does investing in Sundaram Equity 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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