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Top 10 Best Sundaram Mutual Fund Schemes 2023 | Fincash

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10 Best Sundaram Mutual Fund Schemes for 2023

Updated on January 29, 2023 , 2991 views

Sundaram Mutual Fund offers a Range of products in equity, debt and Liquid Funds spaces that cater to a range of risk, return and liquidity preferences of investors. The fund house has a strong research team that keeps a track record in identifying 'tomorrow’s winners' in the mid and small cap segment. And, for the fixed Income funds, the team emphasis is on the credit quality of the Portfolio.

Sundaram Mutual Fund has always been innovative and was the first to launch funds in new themes like Capex, mid-cap, Leadership, Rural India and Micro cap series of funds. Investors can plan their Financial goals and invest in the schemes offered by Sundaram. Equity Funds can be opted for long-term investment goals, whereas Debt fund are ideal for short-term Earnings.

You can choose a fund from the below-listed top 10 best Sundaram Mutual Fund schemes. These top performing schemes have been shortlisted by undertaking important parameters like AUM, NAV, past performances, peer average returns, etc.

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sundaram

Why Invest in Sundaram Mutual Fund?

  • The fund house offers a wide range of schemes in equity, debt and Liquid Funds category. Investors can choose the schemes based on their convenience after considering the risk-return relationship of each scheme.

  • This mutual fund company is known to launch innovative products. It is the first fund house to launch schemes in new themes like Rural India, Leadership, Micro Cap Series of Funds, and many

  • The company has a division specializing in Portfolio Management Services (PMS) to cater high Net worth individuals.

  • It strives to achieve the highest degree of ethical practices in all business dealings thereby enhancing the stakeholder’s value.

Best Sundaram Mutual Fund Schemes

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2022 (%)
Sundaram Rural and Consumption Fund Growth ₹60.7111
↑ 0.64
₹1,179 5,000 100 -5.80.46.411.16.811.49.3
Sundaram Mid Cap Fund Growth ₹723.611
↑ 10.74
₹7,320 5,000 100 -3.52.43.214.26.623.24.8
Sundaram Debt Oriented Hybrid Fund Growth ₹24.2463
↑ 0.04
₹31 5,000 250 0.62.82.67.74.97.12.8
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Financial Services Opportunities Fund Growth ₹63.8946
↑ 0.35
₹619 100,000 100 -0.77.56.910.28.913.516.8
Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00
₹116 5,000 250 11.95.31.93.85.4
Sundaram Corporate Bond Fund Growth ₹33.6361
↑ 0.01
₹1,035 5,000 250 1.72.83.95.96.96.93.7
Sundaram Money Fund Growth ₹44.1929
↑ 0.00
₹3,144 1,000 1,000 0.81.73.34.75.67.2
Sundaram Banking & PSU Debt Fund Growth ₹35.8363
↑ 0.00
₹455 100,000 250 1.62.53.34.45.97.33
Sundaram Diversified Equity Fund Growth ₹151.968
↑ 0.99
₹1,713 500 250 -2.93.22.813.57.215.84
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jan 23

1. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (31 Jan 23) ₹60.7111 ↑ 0.64   (1.07 %)
Net Assets (Cr) ₹1,179 on 31 Dec 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.33
Information Ratio -0.28
Alpha Ratio 0.98
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,038
31 Jan 20₹10,159
31 Jan 21₹10,733
31 Jan 22₹13,090

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -3.1%
3 Month -5.8%
6 Month 0.4%
1 Year 6.4%
3 Year 11.1%
5 Year 6.8%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical38.63%
Consumer Defensive31.91%
Communication Services9.22%
Financial Services2.44%
Health Care2.32%
Basic Materials2.08%
Industrials1.84%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash9.75%
Equity90.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
10%₹116 Cr453,308
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹76 Cr293,714
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹60 Cr1,820,266
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹60 Cr71,550
↑ 3,759
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
5%₹59 Cr734,479
↑ 118,466
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹47 Cr536,743
↑ 59,469
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹45 Cr1,325,453
↓ -150,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | PAGEIND
3%₹39 Cr9,138
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹35 Cr263,496
↓ -154,587
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹31 Cr184,544
↑ 4,394

2. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.2% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (31 Jan 23) ₹723.611 ↑ 10.74   (1.51 %)
Net Assets (Cr) ₹7,320 on 31 Dec 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.07
Information Ratio -1.38
Alpha Ratio 0.66
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹8,376
31 Jan 20₹9,232
31 Jan 21₹9,838
31 Jan 22₹13,310

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -2.8%
3 Month -3.5%
6 Month 2.4%
1 Year 3.2%
3 Year 14.2%
5 Year 6.6%
10 Year
15 Year
Since launch 23.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.85 Yr.
Ratish Varier24 Feb 211.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services24.3%
Consumer Cyclical23.13%
Industrials13.78%
Basic Materials11.9%
Health Care8%
Consumer Defensive5.8%
Technology4.28%
Utility2.4%
Communication Services1.49%
Real Estate1.44%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹272 Cr19,588,756
↑ 150,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹249 Cr907,924
↑ 406
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | BANKBARODA
3%₹219 Cr11,805,426
↓ -476,261
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK
3%₹209 Cr2,241,363
↓ -210,365
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹204 Cr1,478,462
↓ -20,951
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹189 Cr1,428,889
↓ -395,934
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
2%₹177 Cr1,309,472
↓ -51,642
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹173 Cr5,140,621
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹169 Cr16,901,432
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | AUBANK
2%₹169 Cr2,577,077

3. Sundaram Debt Oriented Hybrid Fund

(Erstwhile Sundaram Monthly Income Plan - Aggressive Fund)

To generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments

Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2022 was 2.8% , 2021 was 14.5% and 2020 was 7.3% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (31 Jan 23) ₹24.2463 ↑ 0.04   (0.16 %)
Net Assets (Cr) ₹31 on 15 Jan 23
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio -0.54
Information Ratio 0.02
Alpha Ratio -0.61
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,993
31 Jan 20₹10,161
31 Jan 21₹10,811
31 Jan 22₹12,361
31 Jan 23₹12,683

Sundaram Debt Oriented Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Sundaram Debt Oriented Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -0.5%
3 Month 0.6%
6 Month 2.8%
1 Year 2.6%
3 Year 7.7%
5 Year 4.9%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.8%
2021 14.5%
2020 7.3%
2019 0.9%
2018 -1.2%
2017 12.1%
2016 9.9%
2015 8.7%
2014 21.6%
2013 0%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1210.59 Yr.
S. Bharath16 May 220.63 Yr.
Sandeep Agarwal30 Sep 1210.26 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 15 Jan 23

Asset Allocation
Asset ClassValue
Cash37.2%
Equity21.65%
Debt41.16%
Equity Sector Allocation
SectorValue
Financial Services8.55%
Industrials3.3%
Consumer Defensive2.44%
Health Care1.89%
Technology1.88%
Energy1.74%
Basic Materials0.85%
Communication Services0.8%
Utility0.2%
Debt Sector Allocation
SectorValue
Government38.44%
Cash Equivalent37.2%
Corporate2.72%
Credit Quality
RatingValue
AA6.5%
AAA93.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2032
Sovereign Bonds | -
16%₹5 Cr500,000
6.54% Govt Stock 2032
Sovereign Bonds | -
16%₹5 Cr500,000
Indian Oil Corporation Limited
Debentures | -
6%₹2 Cr20
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
4%₹1 Cr12,672
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹1 Cr10,238
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,914
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT
2%₹1 Cr2,941
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹1 Cr2,151
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
2%₹0 Cr5,120
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 28 Feb 21 | PGHH
1%₹0 Cr260

4. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Focused

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,829
31 Jan 20₹11,374
31 Jan 21₹12,516

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 23 in Sectoral category.  Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (31 Jan 23) ₹63.8946 ↑ 0.35   (0.56 %)
Net Assets (Cr) ₹619 on 31 Dec 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 0.66
Information Ratio 0.42
Alpha Ratio 5.68
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,071
31 Jan 20₹11,464
31 Jan 21₹11,574
31 Jan 22₹14,333

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -4.6%
3 Month -0.7%
6 Month 7.5%
1 Year 6.9%
3 Year 10.2%
5 Year 8.9%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 175.01 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services93.71%
Asset Allocation
Asset ClassValue
Cash6.29%
Equity93.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
20%₹121 Cr745,462
↓ -15,156
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
19%₹117 Cr1,315,747
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
10%₹62 Cr1,017,312
↑ 41,652
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK
10%₹61 Cr651,473
↓ -23,371
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
5%₹31 Cr117,622
Canara Bank (Financial Services)
Equity, Since 31 May 22 | CANBK
4%₹23 Cr686,458
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA
3%₹17 Cr901,401
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | SHRIRAMFIN
2%₹14 Cr104,431
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
2%₹14 Cr115,413
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
2%₹13 Cr555,294

6. Sundaram Short Term Credit Risk Fund

(Erstwhile Sundaram Income Plus Fund)

To obtain high yields by investing in fixed income securities. Capital appreciation is secondary objective when consistent with its primary objective.

Sundaram Short Term Credit Risk Fund is a Debt - Credit Risk fund was launched on 31 Jul 02. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 5.4% since its launch.  Ranked 57 in Credit Risk category. .

Below is the key information for Sundaram Short Term Credit Risk Fund

Sundaram Short Term Credit Risk Fund
Growth
Launch Date 31 Jul 02
NAV (29 Dec 20) ₹26.352 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹116 on 30 Nov 20
Category Debt - Credit Risk
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 1.32
Sharpe Ratio 1.15
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 3.6%
Effective Maturity 1 Year 2 Months 16 Days
Modified Duration 11 Months 8 Days
Sub Cat. Credit Risk

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,713
31 Jan 20₹10,050

Sundaram Short Term Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330
Invest Now

Returns for Sundaram Short Term Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month 0.2%
3 Month 1%
6 Month 1.9%
1 Year 5.3%
3 Year 1.9%
5 Year 3.8%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Short Term Credit Risk Fund
NameSinceTenure

Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Sundaram Corporate Bond Fund

(Erstwhile Sundaram Flexible Fund-Flexible Income Plan)

To generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments by keeping the interest rate risk of the fund low.

Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2022 was 3.7% , 2021 was 3.5% and 2020 was 11% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (31 Jan 23) ₹33.6361 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹1,035 on 15 Jan 23
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.53
Sharpe Ratio -1.45
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.1%
Effective Maturity 4 Months 24 Days
Modified Duration 4 Months 15 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,533
31 Jan 20₹11,766
31 Jan 21₹12,898
31 Jan 22₹13,431
31 Jan 23₹13,956

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month 0.5%
3 Month 1.7%
6 Month 2.8%
1 Year 3.9%
3 Year 5.9%
5 Year 6.9%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.7%
2021 3.5%
2020 11%
2019 11.3%
2018 4.8%
2017 5.4%
2016 11.7%
2015 8.7%
2014 14.9%
2013 -0.3%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1012.43 Yr.
Sandeep Agarwal1 Jun 1210.59 Yr.

Data below for Sundaram Corporate Bond Fund as on 15 Jan 23

Asset Allocation
Asset ClassValue
Cash41.52%
Debt58.48%
Debt Sector Allocation
SectorValue
Corporate36.61%
Cash Equivalent32.04%
Government31.35%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
08.42 Tn SDL 2023
Sovereign Bonds | -
5%₹50 Cr5,000,000
National Bank For Agriculture And Rural Development
Debentures | -
5%₹50 Cr500
Housing And Urban Development Corporation Limited
Debentures | -
5%₹50 Cr500
Housing Development Finance Corporation Ltd
Debentures | -
4%₹40 Cr400
Reliance Industries Limited
Debentures | -
3%₹35 Cr350
LIC Housing Finance Limited
Debentures | -
3%₹35 Cr350
National Housing Bank
Debentures | -
3%₹30 Cr300
09.25 MH Sdl 2023
Sovereign Bonds | -
2%₹25 Cr2,500,000
Indian Railway Finance Corporation Limited
Debentures | -
2%₹25 Cr250
Ntpc Limited
Debentures | -
2%₹25 Cr250

8. Sundaram Money Fund

To provide a level of income consistent with the preservation of capital, liquidity and lower level of risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Sundaram Money Fund is a Debt - Liquid Fund fund was launched on 12 Dec 05. It is a fund with Low risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 31 in Liquid Fund category. .

Below is the key information for Sundaram Money Fund

Sundaram Money Fund
Growth
Launch Date 12 Dec 05
NAV (31 Dec 21) ₹44.1929 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹3,144 on 30 Nov 21
Category Debt - Liquid Fund
AMC Sundaram Asset Management Company Ltd
Rating
Risk Low
Expense Ratio 0.26
Sharpe Ratio -3.87
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 3.5%
Effective Maturity 1 Month 2 Days
Modified Duration 1 Month 2 Days
Sub Cat. Liquid Fund

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,746
31 Jan 20₹11,436
31 Jan 21₹11,890

Sundaram Money Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Money Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month 0.3%
3 Month 0.8%
6 Month 1.7%
1 Year 3.3%
3 Year 4.7%
5 Year 5.6%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Money Fund
NameSinceTenure

Data below for Sundaram Money Fund as on 30 Nov 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. Sundaram Banking & PSU Debt Fund

To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions

Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2022 was 3% , 2021 was 2.9% and 2020 was 7.6% .

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (31 Jan 23) ₹35.8363 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹455 on 31 Dec 22
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.37
Sharpe Ratio -1.32
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.42%
Effective Maturity 2 Years 6 Months 25 Days
Modified Duration 2 Years 2 Months 5 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹10,635
31 Jan 20₹11,707
31 Jan 21₹12,526
31 Jan 22₹12,899
31 Jan 23₹13,322

Sundaram Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month 0.4%
3 Month 1.6%
6 Month 2.5%
1 Year 3.3%
3 Year 4.4%
5 Year 5.9%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3%
2021 2.9%
2020 7.6%
2019 10.1%
2018 6.1%
2017 6.2%
2016 7.9%
2015 8.5%
2014 9.4%
2013 8.5%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1012.43 Yr.
Sandeep Agarwal16 May 220.63 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 31 Dec 22

Asset Allocation
Asset ClassValue
Cash16.72%
Debt83.28%
Debt Sector Allocation
SectorValue
Corporate49.67%
Government44.15%
Cash Equivalent6.17%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
7%₹30 Cr3,000,000
Power Grid Corporation Of India Limited
Debentures | -
7%₹30 Cr300
5.74% Govt Stock 2026
Sovereign Bonds | -
6%₹29 Cr3,000,000
Housing Development Finance Corporation Ltd
Debentures | -
6%₹25 Cr250
Rural Electrification Corporation Limited
Debentures | -
5%₹25 Cr250
Indian Oil Corporation Limited
Debentures | -
5%₹25 Cr250
National Housing Bank
Debentures | -
5%₹25 Cr250
Housing And Urban Development Corporation Limited
Debentures | -
5%₹25 Cr250
Export Import Bank Of India
Debentures | -
5%₹24 Cr250
Jamnagar Utilities & Power Private Limited
Debentures | -
5%₹24 Cr250

10. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (31 Jan 23) ₹151.968 ↑ 0.99   (0.66 %)
Net Assets (Cr) ₹1,713 on 31 Dec 22
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.01
Information Ratio -0.73
Alpha Ratio -0.34
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹8,800
31 Jan 20₹9,668
31 Jan 21₹10,332
31 Jan 22₹13,759
31 Jan 23₹14,140

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jan 23

DurationReturns
1 Month -1.5%
3 Month -2.9%
6 Month 3.2%
1 Year 2.8%
3 Year 13.5%
5 Year 7.2%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221 Yr.
Rohit Seksaria24 Feb 211.85 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services41.42%
Industrials14.77%
Technology11.2%
Consumer Cyclical10.59%
Consumer Defensive5.57%
Energy5.08%
Basic Materials4.21%
Health Care3.38%
Communication Services1.83%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹136 Cr1,525,000
↓ -174,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹116 Cr714,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹87 Cr341,595
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹86 Cr570,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
5%₹85 Cr1,390,000
↓ -60,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹72 Cr272,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
4%₹69 Cr739,000
↓ -95,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹59 Cr4,089,762
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹54 Cr165,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
3%₹49 Cr191,000
↓ -18,000

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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