Best Sundaram Equity Mutual Funds Guide 2025
Long term wealth creation through equity mutual funds is becoming the highly sought after activity among investors in India, and Sundaram Mutual Fund has remained a major contender among the top asset management firms. And having a variety of actively run equity funds that can be used to pursue a wide range of investment objectives and risk-taking, identifying the most preferable Sundaram Equity Mutual Funds to invest in 2025 can make you earn more money and diversify your portfolio successfully. Being a first time investor or an experienced player in the market, it is important to know which Sundaram schemes are smart, have steady growth and performance.
In this guide, we rank the leading Sundaram Mutual Fund schemes within the equity category, expound on their attributes, strengths and weaknesses as well as give a comparative perspective so that you can make a wise investment in 2025 and onwards.
What is so special about Sundaram Equity Mutual Funds?
Sundaram mutual fund is affiliated to Sundaram Finance group, boasts of research based fund management, veteran management team and innovative product portfolio. Their equity funds are meant to provide an investor with an assortment of capital gains and potential threat reduction by different market periods.
This is because Sundaram equity schemes cater to the varied requirements of the investor, such as large caps to midcap and multicap. Their emphasis of active selection, bottom up, stock picking and high compliance levels has assisted some of their funds to beat benchmarks in the long run.
Critical highlights of Sundaram Equity funds
- Wide variety of equity plans across portfolio of investors.
- Lean system of investment and risk controls.
- Good performance in few categories such as mid cap and diversified equity.
- Indian mutual industry competitive expense ratios.
- Specialize in responsible and sustainable investment.
Pros
- Stylistic and market cap diversification.
- A number of above benchmark returns in medium to long run.
- Appropriate to both SIP and lumpsum investing.
Cons
- Some of the thematic or sectoral funds are volatile.
- Risky in most aggressive plans, not a best fit with a conservative investor.
Did you know?
Their innovativeness in investment ideas and strategies is reflected by Sundaram mutual funds launching some of the early value themed equity funds in India.
What are the best Sundaram Equity mutual funds in the year 2025?
Funds with a combination of high returns in the past, stability and trusted fund managers are common features that investors seek. These are the best Sundaram equity funds in 2025 according to the performance, style, and appropriateness.
Is Sundaram Large Cap Fund Good as a Conservative Growth Fund?
The main and primary investment of Sundaram Large Cap Fund is on top 100 companies in terms of market capitalization. This is an appropriate fund to use among risk averse investors since it concentrates on blue chip stocks that are stable and have the possibility of making steady returns.
Key Features
- Benchmark: S&P BSE 100 TRI
- Asset allocation: 80 to 100 of large cap equity.
- Minimum Investment: INR 100 in the case of SIP.
- Fund Manager Shri S Krishnakumar.
- 5-Year CAGR: Approximately 12 percent (at the end of 2024)
Highlights
- Targets big players within the industry and businesses that can be scaled.
- Less risky than mid or small cap options.
- Provides liquidity, NAV, and tax advantage in form of long term capital gain.
Pros
- Appropriate to first time and conservative equity investors.
- Consistent performance with reduced drawdown in market volatility.
- High corpus of fund to be stable.
Cons
- Return potential may be slow in great midcap or smallcap rallies.
- Not targeted at high risk or aggressive returns seekers.
Expert Insight
A senior mutual fund advisor says that large cap funds serve as a good base to any equity portfolio particularly during the volatile times.
Is Sundaram Mid Cap Fund Higher Growth Worth Investing?
The Sundaram Mid Cap Fund is an award winning midcap fund of Sundaram that targets high risk investors who want to get superior returns in the long run.
Key Features
- Majorly invests in 101 st to 250 th companies.
- Benchmark: Nifty Midcap 150 TRI
- Asset Allocation: 65 to 100 percent in midcaps.
- Minimum SIP: INR 100
- 5-Year CAGR: Approximately 16 percent (end 2024)
Highlights
- Good performance record in the medium and long-term.
- Concentrates on scalable, quality midcaps having growth prospects.
- Effective research and expert selection of stocks.
Pros
- Greater possibility of returns than large cap counterparts.
- Cashes in on Indian consumption and production motifs.
- Popular in aggressive and long horizon investors.
Cons
- Is susceptible to short term volatility and more drawn downs.
- Not applicable to extremely conservative or short term shareholders.
People also ask
What Sundaram equity fund will suit aggressive investors?
Sundaram Mid Cap fund is recommendable to aggressive investors who have a time of 5 years or longer in which they can invest to gain more.
Did you know?
It is one of the first funds in India to concentrate on growth stories of mid cap funds and is now a cult of loyal funds among the smart money.
What Does Sundaram Equity Hybrid Fund Tradeoff Risk and Rewards?
The Sundaram Equity Hybrid Fund targets investors who want to have a combination of both equity and debt as a way of achieving a balanced growth and minimize the risk.
Key Features
- 65-80 percent in equities, the rest in debt and money market.
- CRISIL Hybrid 35 65 Aggressive Index.
- Apposite to balanced investors who desire to have equity increase with lower volatility.
Highlights
- Provides a consistent growth and revenue ratio.
- Less risk as compared to pure equity funds.
- There is no lock in and it is recommended to make long term investments.
Pros
- Handy as a basic portfolio to moderate investors.
- Possible decency capital such as returns with relatively lower risks.
- Career allocation of assets.
Cons
- Failure to perform well during bull runs (because of debt allocation).
- Not optimal with aggressive or pure conservative investors.
Expert insight
Diversified equity funds can cushion losses in a downrupting market whereas the balanced funds can cushion the loss, say mutual fund strategists.
Why is Sundaram Flexi Cap Fund Flexible?
Sundaram Flexi Cap Fund (formerly Multicap), is a dynamically managed fund that invests in large, mid and small-cap stocks.
Key Features
- No set allocation to any market cap.
- Allots according to market opportunities and valuations.
- 5 year CAGR: Nearly 13 percent (as on late 2024)
- Free flowing, free and easy SIP and redemption.
Highlights
- Tactical distribution strategy with regard to various market cycles.
- Alpha generation opportunity in terms of market cap switching.
- Fits individuals who desire professional fund management.
Pros
- Flexible to the market and economy.
- Catering to middle- and high-income investors.
- Minimizes switching of funds by investor.
Cons
- Relies much on the ability of fund managers.
- May lags behind sharp rallies within particular sections.
People also ask
Better single multicap fund or several focused funds?
Flexi cap funds such as Sundaram Flexi Cap could provide a wide amount of diversification under one scheme with expertise of fund managers.
Did you know?
Since the opportunities available in the market across market segments are not strictly bound, flexi cap funds have become popular since they were categorized by SEBI.
Should Sundaram Focused Fund be Part of Concentrated Portfolios?
Sundaram Focused Fund is a viable choice in case you want a 30 to 35 high conviction stock portfolio. It picks the most preferable ideas in industries and market ranges to form an actively controlled and focused portfolio.
Key Features
- Holds up to 30 stocks only
- Intentionally highly alpha-managed.
- With a slight increase of risk because of concentration.
Highlights
- Best only, greater returns opportunities.
- Rebalances periodically to eliminate the underperformers.
- Apposite to those investors who take concentrated bets.
Pros
- Higher likelihood of alpha as compared to broad diversified funds.
- High conviction approach
- Is able to perform well during market rallies.
Cons
- If a few stocks perform badly in unison it is high risk.
- May will experience greater volatility in a flat market or a down market.
Key Sundaram Equity Funds Comparison in 2025
| Fund Name | Type | 5 Years CAGR | Minimum SIP | Risk Level | Suitability Requesting |
|---|---|---|---|---|---|
| Large Cap | Large Cap | 12% | INR 100 | Low - Moderate | Risk-averse/ beginner. |
| Mid Cap | Mid Cap | 16% | INR 100 | High | Aggressive investors. |
| Equity Hybrid | Balanced | 10.5% | INR 100 | Moderate | Moderate investor. |
| Flexi Cap | Flexi-Cap | 13% | INR 100 | Moderate-High | Experienced investors. |
| Focused Fund | Focused | 13.5% | INR 100 | High | Concentrated bets. |
Numbers are reflective and can be changed. It is recommended that you check latest factsheet.
Expert Insight
Large cap funds and mid cap funds Mixing the large cap funds with the mid cap funds enables stability and growth to be combined, depending on the changing market trends, and has shared a popular SEBI registered investment advisor.
People Also Ask
Which is the best Sundaram equity fund to choose?
Compare your financial objectives, investment risk profile, time horizon and growth expectations against the objectives and past consistency of the fund.
Is Sundaram mutual fund safe in long term SIPs?
The Sundaram equity funds are highly regulated and managed under the due diligence but there is always an aspect of market risk in all equity investments.
Risky Investing: The Main Things to consider
- Age, risk mentality, and financial objectives.
- Time between investments without withdrawals.
- Bull and bear cycles consistency in past performances.
- Experience and consistency of fund manager.
- Ratio of expenses to competitors.
Sundaram Equity Funds Investment through SIP tips
- Begin with SIPs so that the cost of rupees can be averaged.
- Growth in SIP with growth in income.
- Rebalance annually on the basis of the portfolio performance.
- Wait in bad market times and reap the rewards.
- Make use of online mutual funds platforms as they are easy and transparent.
Did you know?
Equity mutual funds such as Sundaram where investors lump their money in SIPs not only create discipline but have shown better average returns in volatile markets than lump sum investing.
Quick Recap
- Sundaram mutual has one of the greatest number of equity mutual funds that would suit any kind of investor in the year 2025.
- Sundaram Large Cap, Mid Cap, Flexi Cap, Equity Hybrid and Focused funds are the top funds.
- You can select each scheme based on its risk, potential of returns and its style of investment - match your individual goals.
- Review past performance, risk, and prowess of the fund managers before investing.
- Think of investing via SIP to amass wealth gradually and time risk.
People Also Ask (FAQ)
Q: What is the best Sundaram equity mutual fund in 2025?
A: To the majority of investors, Sundaram Large Cap is the best due to its stability and Mid Cap is the best due to its higher returns, however Flexi Cap is the best choice in case of a person who tends to keep changing the asset allocation of the investment.
Q: Is it possible to invest in Sundaram equity mutual funds over the internet?
A: Yes, Sundaram funds can be bought online through their site, mutual fund websites or through banking applications.
Q: Redeeming Sundaram equity funds?
A: Easy and convenient redemption Online or via your mutual fund distributor, labels and remits proceeds to your registered bank account within 2-3 working days.
Q: Is Sundaram equity mutual funds taxable?
A: Yes, the gains are subject to capital gains tax policies in India. Long term gains exceeding INR 1 lakh is taxed at 10 percent which is subject to change.
Q: Should Sundaram Mid Cap be used in Sundaram Mid Cap SIP 2025?
A: Yes, Sundaram Mid Cap SIP would be suitable to recommend to aggressive investors who would want to gain out of the long term, predictable and improved returns of investing.
Sources
- Official Site Sundaram Mutual Fund
- AMFI Mutual Funds Data
- Sundaram Funds Review Morningstar India
