This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a 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 returns of investor. 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.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Sundaram Select Focus - Direct Plan | Focused Fund | Moderately High | 16.34 | 971.37 |
Sundaram Equity Hybrid Fund - Direct Plan | Aggressive Allocation | Moderately High | 12.98 | 1560.11 |
Sundaram Infrastructure Advantage Fund Direct | Equity - Infrastructure | High | 11.71 | 608.12 |
Sundaram Rural and Consumption Fund - Direct Plan | Equity - Other | Moderately High | 11.61 | 2463.53 |
Sundaram Diversified Equity - Direct Plan | ELSS (Tax Savings) | Moderately High | 11.1 | 2710.17 |
Sundaram Global Advantage - Direct Plan | Global - Other | High | 10.02 | 21.96 |
Sundaram Mid Cap - Direct Plan | Mid-Cap | Moderately High | 9.38 | 6162.8 |
Sundaram Corporate Bond Fund - Direct Plan | Corporate Bond | Moderate | 8.13 | 451.47 |
Sundaram Multi Asset Direct Plan | Multi Asset Allocation | Moderately High | 7.67 | 39.48 |
Sundaram Money Fund - Direct Plan | Liquid | Low | 7.16 | 4770.61 |
Sundaram Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Sundaram Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Sundaram Equity Hybrid Fund - Direct Plan | Aggressive Allocation | Moderately High | 12.98 | 1560.11 |
Sundaram Rural and Consumption Fund - Direct Plan | Equity - Other | Moderately High | 11.61 | 2463.53 |
Sundaram Mid Cap - Direct Plan | Mid-Cap | Moderately High | 9.38 | 6162.8 |
Sundaram Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Sundaram Select Focus - Direct Plan | Focused Fund | Moderately High | 16.34 | 971.37 |
Sundaram Infrastructure Advantage Fund Direct | Equity - Infrastructure | High | 11.71 | 608.12 |
Sundaram Rural and Consumption Fund - Direct Plan | Equity - Other | Moderately High | 11.61 | 2463.53 |
Sundaram Diversified Equity - Direct Plan | ELSS (Tax Savings) | Moderately High | 11.1 | 2710.17 |
Sundaram Global Advantage - Direct Plan | Global - Other | High | 10.02 | 21.96 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Sundaram Equity Hybrid Fund - Direct Plan | Aggressive Allocation | Moderately High | 12.98 | 1560.11 |
Sundaram Multi Asset Direct Plan | Multi Asset Allocation | Moderately High | 7.67 | 39.48 |
Sundaram Debt Oriented Hybrid Fund - Direct Plan | Conservative Allocation | Moderately High | 6.19 | 85.61 |
Sundaram Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Sundaram Corporate Bond Fund - Direct Plan | Corporate Bond | Moderate | 8.13 | 451.47 |
Sundaram Money Fund - Direct Plan | Liquid | Low | 7.16 | 4770.61 |
Sundaram Banking & PSU Debt Fund Direct Plan | Banking & PSU | Moderately Low | 7.01 | 998.46 |
Sundaram Low Duration - Direct Plan | Low Duration | Moderately Low | 5.73 | 1306.28 |
Sundaram Short Term Debt Fund - Direct Plan | Short Duration | Moderately Low | 5.13 | 507.52 |
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