Many investors are increasing their corpus in the mutual funds and also becoming mindful with the risk associated with them. This is all because of the current volatility that is prevailing in the market and they are afraid of investing directly in the equity. People are looking for safe and consistent long-term funds so that their growth doesn't suffer much in the falling market. So, today, we will discuss some of the top schemes of Sundaram Mutual Fund, which are offering higher returns in the long run in the equity segment.
Top Recommended Funds of Sundaram Mutual Fund
There are thousands of mutual fund schemes available in the market, but it is still a daunting task to select the best plan as per your future requirement, budget, and preferences. Therefore, here are some of the top equity funds of Sundaram AMC provided in the table below:
1. Sundaram Rural and Consumption Fund (NYSE:G)
Sundaram Rural and Consumption Fund is a thematic scheme which invests its major corpus in the consumer and FMCG sectors. It was launched in the year 2006 and has generated the CAGR of 11.06% (as on Oct 25, 2018) since then. The fund is managed by Mr S Krishna Kumara and performing consistently since 2014. It is dedicated towards investing in the rural theme which drives the growth of the country.
The portfolio of Sundaram Rural and Consumption is investing across the market cap by following the growth investment philosophy. The fund is highly overweight in the FMCG sector, as the product in this sector has continuous demand and supply. Being a thematic fund, investors with wide knowledge of the sector and having a high-risk appetite may invest in the fund with a horizon of 3 years or more.
2. Sundaram Large & Mid Cap Fund (G)
One of the top performers in its category, the fund is generating high returns for the long-term investors having an appetite of five years or more. It was launched in the year 2007 and in 2008, it has faced deep bearish market. However, it has managed to cap its losses in the year 2008, 2011, and 2015, which show that the fund can perform well in multiple market cycles.
Managed by Mr S Krishna Kumara, the fund has been highly diversified across various industries providing the best bets in cyclical and defensive sectors. The fund follows the growth investing strategy to grow the capital.
3. Sundaram Select Focus Fund (G)
Launched in the year 2002, this fund of Sundaram MF has given the returns of 18% approximately since launch. The fund does not invest in more than 30 stocks at any point of the market cycle, keeping all of its corpus in the large-cap companies.
Following the growth path of investment, the fund is good for the investors who wants to invest in equities, but could not take high-risk on the principal amount. It has invested across the various sectors, overweight in financial, technology, automobile, and cons durable sectors. This allocation shows that the fund is looking for capital appreciation in the long run.
4. Sundaram Equity Hybrid Fund (G)
The fund invests its corpus in a judicious mix of equity and fixed income instruments to provide the long-term capital appreciation to the investors. A moderately high-risk fund, currently, it has been investing 72% of the total corpus in equities, 25% in debt, and the rest in money market instruments.
Sundaram Equity Hybrid Scheme G is providing benchmark beating returns, but has underperformed its category in the past few years. The investors who are looking for investment of three to five years can invest in the fund.
Sundaram Asset Management Company has an experience of more than 20 years in the finance industry and tries to offer the best returns to its investors in the long run.
You can invest in the above provided funds via SIP or lumpsum mode, but before investing in the sundaram mutual fund you should consult your financial advisor to know if it fits in your portfolio and financial requirements.