Sundaram Mutual Fund offers one of India's most trusted and diversified investment platforms, with 159 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. ...
Sundaram Mutual Fund offers one of India's most trusted and diversified investment platforms, with 159 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Sundaram Mid Cap Fund Direct-Growth leads the fund house with the highest AUM at ₹14,026.07 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, Sundaram Mid Cap Fund Direct-Growth stands out with 5-year returns of 18.87% and a long-term track record of 16.14% over 10 years - well-suited for wealth preservation goals. The Sundaram Small Cap Fund Direct-Growth, with AUM of ₹14,026.07 Cr and 10-year returns of 16.14%, is specifically designed for post-retirement income needs. With an average expense ratio of 1.34% across all schemes, Sundaram Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
Sundaram Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Equity, Hybrid, Debt
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Sundaram Mutual Fund
features a diverse lineup of
159
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
Sundaram Mid Cap Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹14,026.07 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
Sundaram Mutual Fund
based on historical returns include:
Sundaram Large and Mid Cap Fund Direct-Growth
: Delivered
12.17%
returns over a 3-month period.
Sundaram Small Cap Fund Direct-Growth
: Achieved
14.58%
returns over a 6-month horizon.
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth
: Recorded
22.81%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
Sundaram Mutual Fund
portfolio are:
Sundaram Global Brand Theme - Equity Active FoF Direct-Growth
: Generated
20.07%
returns over a 2-year period.
Sundaram Mid Cap Fund Direct-Growth
: Posted
22.41%
returns over a 3-year horizon.
Sundaram Mid Cap Fund Direct-Growth
: Registered
18.87%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
Sundaram Mutual Fund
include:
Sundaram Small Cap Fund Direct-Growth
: Delivered
24.75%
returns over 7 years.
Sundaram Small Cap Fund Direct-Growth
: Achieved
16.14%
returns over a 10-year horizon.
Sundaram Small Cap Fund Regular-Growth
: Recorded
16.56%
returns over 15 years.
Sundaram Mid Cap Fund Regular-Growth
: Posted
16.40%
returns over a 20-year timeframe.
Across the active lineup of
Sundaram Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
Sundaram Multi-Factor Fund Regular-Growth
features an expense ratio of
3.11%.
Lowest Expense Ratio:
Sundaram Overnight Fund Direct-Growth
offers a lower expense ratio of
0.08%.
