Sundaram Mutual Fund vs Bajaj Finserv Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Sundaram Mutual Fund

Minimum Investment

100

Average Return

11.9%

Top Schemes

Sundaram Select Midcap Fund

Sundaram Small Cap Fund

Sundaram Equity Fund

Key Features

TVS Group heritage

Conservative approach

Low minimum investment

Risk-adjusted returns focus

Bajaj Finserv Mutual Fund

Minimum Investment

1000

Average Return

12.3%

Top Schemes

Bajaj Finserv Large Cap Fund

Bajaj Finserv Flexi Cap Fund

Bajaj Finserv Multi Asset Allocation Fund

Key Features

Bajaj Group backing

Strong financial services network

Modern technology platform

Multi-asset expertise

Calculate SIP Returns for Both

Calculate with Sundaram

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹12,000

Est. Returns

₹11,096

Total Value

₹23,096

Invested Amount: 12,000
Estimated Returns: 11,096
Total Value: 23,096

SIP Growth Projection

Calculate with Bajaj

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,16,534

Total Value

₹2,36,534

Invested Amount: 1,20,000
Estimated Returns: 1,16,534
Total Value: 2,36,534

SIP Growth Projection

Sundaram Mutual Fund vs Bajaj Finserv Mutual Fund: Which is Better for SIP?

Part of TVS Group with over 25 years of experience. Known for conservative investment style and focus on risk-adjusted returns.

Backed by Bajaj Finserv Ltd., one of India's leading financial services companies. New entrant with strong parentage and ambitious growth plans.

Making Your Choice

Both Sundaram and Bajaj are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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