Sundaram Equity Mutual Fund

Sundaram Equity Mutual Fund invests the majority of funds in equities and equity-related products. These funds produce comparatively greater returns in order to build wealth over time. These funds are perfect for ambitious investors who wish to accomplish long-term objectives. The best Sundaram Equity Mutual Funds deliver the highest returns compared to other mutual funds. With a return potential of 12%, these funds also offer diversification to investors by investing funds across several industries. As an additional advantage, the category offers flexibility and liquidity.

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Best Mutual Funds 2024

Result Showing 1-25 of 106 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    equity
    245.35Feb 23, 2024
    26%
    ₹3,007

    Add to Compare

    equity
    245.35Feb 23, 2024
    25%
    ₹3,007

    Add to Compare

    equity
    37.14Feb 23, 2024
    25%
    ₹3,007

    Add to Compare

    equity
    225.03Feb 23, 2024
    25%
    ₹3,007

    Add to Compare

    equity
    225.03Feb 23, 2024
    24%
    ₹3,007

    Add to Compare

    equity
    29.86Feb 23, 2024
    24%
    ₹3,210

    Add to Compare

    equity
    22.09Feb 23, 2024
    23%
    ₹3,210

    Add to Compare

    equity
    22.09Feb 23, 2024
    23%
    ₹3,210

    Add to Compare

    equity
    33.15Feb 23, 2024
    24%
    ₹3,007

    Add to Compare

    equity
    85.49Feb 23, 2024
    23%
    ₹846

    Add to Compare

    equity
    56.97Feb 23, 2024
    23%
    ₹846

    Add to Compare

    equity
    80.64Feb 23, 2024
    22%
    ₹846

    Add to Compare

    equity
    53.47Feb 23, 2024
    22%
    ₹846

    Add to Compare

    equity
    28.04Feb 23, 2024
    22%
    ₹3,210

    Add to Compare

    equity
    20.72Feb 23, 2024
    22%
    ₹3,210

    Add to Compare

    equity
    20.72Feb 23, 2024
    22%
    ₹3,210

    Add to Compare

    equity
    1192.98Feb 23, 2024
    21%
    ₹9,880

    Add to Compare

    equity
    25.41Sep 29, 2023
    20%
    ₹159

    Add to Compare

    equity
    23.85Sep 29, 2023
    20%
    ₹159

    Add to Compare

    equity
    1192.98Feb 23, 2024
    20%
    ₹9,880

    Add to Compare

    equity
    25.14Sep 7, 2023
    20%
    ₹45

    Add to Compare

    equity
    23.56Sep 7, 2023
    20%
    ₹45

    Add to Compare

    equity
    64.73Feb 23, 2024
    20%
    ₹9,880

    Add to Compare

    equity
    133.84Feb 23, 2024
    20%
    ₹726

    Add to Compare

    equity
    66.55Feb 23, 2024
    20%
    ₹726

    Add to Compare

    Result Showing 1-25 of 106 Mutual Funds

    Investment Objective of Sundaram Equity Mutual Fund

    The primary investment objective of Sundaram Equity Mutual Fund is to help investors generate long-term capital appreciation. It aims to provide significant returns by investing the majority of funds in equity and equity-related instruments. The fund seeks to invest in companies with strong fundamentals, growth potential, and sound management. It aims to achieve its objective by following a bottom-up approach to stock picking, focusing on quality companies that are available at reasonable valuations.

    Risks Involved in Sundaram Equity Mutual Fund

    Sundaram Equity Mutual Fund investments carry risks like any other mutual fund investment instrument. Investors should be mindful of risks associated with this mutual fund, including market, liquidity, concentration and credit risks. In addition, market risks are the likelihood that the value of the investments in the fund will decrease due to fluctuating trends in the stock market.

    Further, investing in Sundaram Equity Mutual Fund schemes comes with concentration risks resulting from the majority of fund investment towards small stocks or sectors. The possibility that the fund won't be able to sell its investments quickly enough to satisfy redemption demands is referred to as liquidity risk. Credit risks are the chances that the holders of  debt securities held by the fund would stop making their payments. Thus, being acquainted with these Sundaram Equity Mutual Fund risks help you to make more informed investment decisions and reap fruitful results.

    Return Potential of Sundaram Equity Mutual Fund

    Sundaram Equity Mutual Fund has a proven track record of providing investors with reliable returns. The fund outperformed numerous other Indian mutual funds during the course of the last five years, generating an average annual return of about 12%. However, it is crucial to remember that previous performance does not guarantee of future results for the Sundaram Equity Mutual Fund. Therefore, before making your ultimate investment decision, always take into account other important factors, including Sundaram Equity Mutual Fund returns and NAV.

    Who Should Invest in Sundaram Equity Mutual Fund?

    Sundaram Equity Mutual Fund is a good choice for individuals with a high-risk tolerance who want to make long-term equity investments. It is best suited for long-term investors who can hold onto their investments for a minimum of five years. The fund is appropriate for investors seeking a well-diversified portfolio of high-quality businesses with a capable management group. So, if you fall within this investor category, start investing in Sundaram Equity Mutual Funds.

    Things To Consider Before Investing in Sundaram Equity Mutual Fund

    Investors must consider several factors before coming up with the decision to invest in Sundaram Equity Mutual Funds. These key considerations are investment objectives, risk tolerance capabilities, and investment horizon. Moreover, looking into the fund’s investment approach, fund managers, portfolio concentration, and track record of performance is equally important. All these factors, as a whole, help investors to unlock significant investment returns through mutual fund investments. To further clarify the predicted end returns, the investor must also take into account Sundaram Equity Mutual Fund’s NAV and performance.

    Tax on Sundaram Equity Mutual Fund

    Taxation on capital gains is imposed on Sundaram Equity Mutual Fund. Long-term capital gains (investments kept for more than a year) are taxed at 10% on gains exceeding Rs. 1 lakh per fiscal year, while short-term capital gains (investments held for less than a year) are taxed at 15%. Choose the best Sundaram Equity Mutual Fund scheme based on the tax consequences and invest in it to get huge investment returns.

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    FAQs

    How is Sundaram Equity Mutual Fund doing?

    Sundaram Equity Mutual Funds is doing great. Since its inception, Sundaram Equity Mutual Fund has generated significant returns and shown continuous escalation towards higher returns. The fact that the funds have provided 12% investment returns to the investors on average since its inception says it all. Additionally, it provides diversification of the portfolio to the investors, making it investment-worthy for investors.

    Is Sundaram Equity Mutual Fund safe?

    Similar to other mutual fund investment instruments, Sundaram Equity Mutual Fund also comes with several risks, including market risk, concentration risk, credit risk, etc. However, before you start investing in Sundaram Equity Mutual Fund, gauge your risk tolerance capabilities and, as per that, decide whether or not to invest in this mutual fund category.
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