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Latest Sundaram Mutual Fund
Sundaram Mutual Fund offers a wide spectrum of investment schemes designed to meet diverse financial goals and risk appetites. With a total of 156 active schemes, the fund house covers major categories such as Debt, Equity, Hybrid, providing suitable options for both conservative and aggressive investors. Currently, Sundaram Mid Cap Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹11,898.19 Cr, reflecting strong investor trust and popularity. In terms of performance, Sundaram Global Brand Theme - Equity Active FoF Direct-Growth delivers the best short-term return of 10.97% (6 Months), while Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth stands out in the mid-term horizon with 23.08% (5 Years) returns. For investors with a long-term outlook, Sundaram Small Cap Fund Direct-Growth remains a top performer, offering 16.88% returns (10 Years) — making it an attractive option for sustained wealth creation. The average expense ratio across all schemes stands at 1.31%, ensuring efficient cost management for investors.
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FAQs
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What is the objective of Sundaram Mutual Fund?
The primary objective of Sundaram Mutual Fund is to help investors achieve their financial goals through professionally managed investment schemes. By offering a diverse range of funds across categories like Debt, Equity, Hybrid, Sundaram Mutual Fund aims to balance risk and reward, ensuring long-term capital growth and wealth creation. -
How many mutual fund schemes does Sundaram Mutual Fund offer?
Sundaram Mutual Fund currently manages 156 active schemes across various categories, including equity, debt, hybrid, and index funds. This variety enables investors to choose schemes based on their investment horizon and risk appetite. -
Which Sundaram Mutual Fund scheme has the highest AUM?
As of the latest data, Sundaram Mid Cap Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹11,898.19 Cr, reflecting strong investor confidence. -
Which are the best Sundaram Mutual Fund schemes for short-term investment (up to 1 Year)?
The best-performing Sundaram Mutual Fund short-term funds are:- Sundaram Small Cap Fund Direct-Growth has delivered 9.74% (3 Months) returns.
- Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has achieved 10.97% (6 Months) returns.
- Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has recorded 35.70% (1 Year) returns.
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Which are the best Sundaram Mutual Fund schemes for mid-term investment (2 to 5 Years)?
The top-performing Sundaram Mutual Fund mid-term funds include:- Sundaram Global Brand Theme - Equity Active FoF Direct-Growth has delivered 19.51% (2 Years) returns.
- Sundaram Mid Cap Fund Direct-Growth has achieved 26.23% (3 Years) returns.
- Sundaram Long Term Tax Advantage Fund Series IV Direct-Growth has recorded 23.08% (5 Years) returns.
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Which are the best Sundaram Mutual Fund schemes for long-term investment (7 to 20 Years)?
The best Sundaram Mutual Fund long-term funds based on performance are:- Sundaram Small Cap Fund Direct-Growth has delivered 21.68% (7 Years) returns.
- Sundaram Small Cap Fund Direct-Growth has achieved 16.88% (10 Years) returns.
- Sundaram Mid Cap Fund Regular-Growth has recorded 16.57% (15 Years) returns.
- Sundaram Mid Cap Fund Regular-Growth has posted 15.20% (20 Years) returns.
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Which Sundaram Mutual Fund has the highest and lowest expense ratio?
Among all active schemes:- Sundaram Equity Savings Fund-Growth has the highest expense ratio of 3.41%.
- Sundaram Overnight Fund Direct-Growth has the lowest expense ratio of 0.10%.
