fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Top 10 Best Sundaram Mutual Fund Schemes 2022 | Fincash

Fincash » Sundaram Mutual Fund » Best Sundaram Mutual Fund Schemes

10 Best Sundaram Mutual Fund Schemes for 2022

Updated on August 4, 2022 , 2082 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 (%)2021 (%)
Sundaram Rural and Consumption Fund Growth ₹61.5992
↓ -0.10
₹1,075 5,000 100 11.96.512.6188.411.919.3
Sundaram Mid Cap Fund Growth ₹722.437
↑ 2.02
₹6,444 5,000 100 6.52.38.520.48.423.837.5
Sundaram Debt Oriented Hybrid Fund Growth ₹23.6755
↓ -0.08
₹32 5,000 250 20.18.18.357.214.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Diversified Equity Fund Growth ₹149.184
↑ 0.11
₹1,667 500 250 5.7-0.2817.58.216.131.5
Sundaram Large and Mid Cap Fund Growth ₹53.9129
↑ 0.09
₹4,532 5,000 100 4.1-3.25.91912.411.542.1
Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00
₹116 5,000 250 11.95.31.93.85.4
Sundaram Small Cap Fund Growth ₹142.028
↓ -0.08
₹1,805 5,000 100 1.5-63.727.78.116.460.3
Sundaram Money Fund Growth ₹44.1929
↑ 0.00
₹3,144 1,000 1,000 0.81.73.34.75.67.2
Sundaram Financial Services Opportunities Fund Growth ₹59.6523
↑ 0.17
₹498 100,000 100 7.4-1.72.913.68.813.515.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 22

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 11.9% since its launch.  Ranked 2 in Sectoral category.  Return for 2021 was 19.3% , 2020 was 13.5% and 2019 was 2.7% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (05 Aug 22) ₹61.5992 ↓ -0.10   (-0.17 %)
Net Assets (Cr) ₹1,075 on 30 Jun 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -0.37
Information Ratio -0.45
Alpha Ratio -5.45
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 Jul 17₹10,000
31 Jul 18₹10,542
31 Jul 19₹9,356
31 Jul 20₹9,483
31 Jul 21₹13,347
31 Jul 22₹14,782

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 ₹376,357.
Net Profit of ₹76,357
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 5 Aug 22

DurationReturns
1 Month 12.1%
3 Month 11.9%
6 Month 6.5%
1 Year 12.6%
3 Year 18%
5 Year 8.4%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 34.1%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 220.58 Yr.
Ashish Aggarwal1 Jan 220.58 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical35.49%
Consumer Defensive35.01%
Financial Services13.48%
Basic Materials4.4%
Industrials3.06%
Communication Services3.03%
Real Estate2.35%
Technology0.81%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity97.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
8%₹82 Cr366,606
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
7%₹70 Cr82,671
↓ -4,984
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹65 Cr823,127
↓ -100,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹65 Cr334,401
↑ 28,260
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
6%₹62 Cr461,466
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹59 Cr828,107
↓ -28,006
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹55 Cr779,645
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
5%₹50 Cr12,359
↑ 09
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
4%₹46 Cr1,670,266
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹46 Cr1,341,890

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 23.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (05 Aug 22) ₹722.437 ↑ 2.02   (0.28 %)
Net Assets (Cr) ₹6,444 on 30 Jun 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.31
Information Ratio -1.23
Alpha Ratio -1.21
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 Jul 17₹10,000
31 Jul 18₹10,166
31 Jul 19₹8,738
31 Jul 20₹8,173
31 Jul 21₹13,698
31 Jul 22₹14,593

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 ₹376,357.
Net Profit of ₹76,357
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 5 Aug 22

DurationReturns
1 Month 13.4%
3 Month 6.5%
6 Month 2.3%
1 Year 8.5%
3 Year 20.4%
5 Year 8.4%
10 Year
15 Year
Since launch 23.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 38%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.43 Yr.
Ratish Varier24 Feb 211.43 Yr.
Rohit Seksaria1 Jan 220.58 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services22.86%
Consumer Cyclical22.55%
Industrials15.8%
Basic Materials10.14%
Health Care8.61%
Technology6.06%
Consumer Defensive5.05%
Utility2.73%
Real Estate1.26%
Communication Services1.14%
Energy0.82%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
4%₹256 Cr1,118,344
↓ -88,515
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹189 Cr2,390,329
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹180 Cr800,325
↑ 5,390
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹175 Cr1,042,377
↓ -8,056
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹174 Cr19,328,108
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹167 Cr41,588
↑ 296
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹162 Cr442,861
↑ 7,828
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹161 Cr2,605,065
↓ -47,080
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
2%₹156 Cr2,451,728
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | 532134
2%₹155 Cr15,875,025

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 7.2% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2021 was 14.5% , 2020 was 7.3% and 2019 was 0.9% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (05 Aug 22) ₹23.6755 ↓ -0.08   (-0.32 %)
Net Assets (Cr) ₹32 on 30 Jun 22
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.43
Information Ratio -0.11
Alpha Ratio 6.61
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 Jul 17₹10,000
31 Jul 18₹10,152
31 Jul 19₹10,094
31 Jul 20₹10,620
31 Jul 21₹11,725
31 Jul 22₹12,707

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 ₹349,120.
Net Profit of ₹49,120
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 5 Aug 22

DurationReturns
1 Month 2.3%
3 Month 2%
6 Month 0.1%
1 Year 8.1%
3 Year 8.3%
5 Year 5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 17%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1210.17 Yr.
S. Bharath16 May 220.21 Yr.
Sandeep Agarwal30 Sep 129.84 Yr.
Ashish Aggarwal1 Jan 220.58 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Jun 22

Asset Allocation
Asset ClassValue
Cash27.27%
Equity18.9%
Debt53.82%
Equity Sector Allocation
SectorValue
Financial Services7.11%
Industrials2.66%
Consumer Defensive2.16%
Health Care1.73%
Energy1.63%
Technology1.63%
Basic Materials0.71%
Communication Services0.65%
Consumer Cyclical0.46%
Utility0.17%
Debt Sector Allocation
SectorValue
Government50.63%
Cash Equivalent27.27%
Corporate3.2%
Credit Quality
RatingValue
AA8.27%
AAA91.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.22% Govt Stock 2025
Sovereign Bonds | -
15%₹5 Cr500,000
6.54% Govt Stock 2032
Sovereign Bonds | -
15%₹5 Cr500,000
↑ 500,000
6.1% Govt Stock 2031
Sovereign Bonds | -
14%₹5 Cr500,000
Indian Oil Corporation Limited
Debentures | -
6%₹2 Cr20
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹1 Cr12,738
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹1 Cr12,672
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
2%₹1 Cr4,914
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹1 Cr2,151
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT
2%₹0 Cr2,941
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 Jul 17₹10,000
31 Jul 18₹11,237
31 Jul 19₹11,198
31 Jul 20₹11,173
31 Jul 21₹15,781

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 5 Aug 22

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
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
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 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 16.1% since its launch.  Ranked 14 in ELSS category.  Return for 2021 was 31.5% , 2020 was 9.9% and 2019 was 6.2% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (05 Aug 22) ₹149.184 ↑ 0.11   (0.07 %)
Net Assets (Cr) ₹1,667 on 30 Jun 22
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.07
Information Ratio -0.83
Alpha Ratio 1.34
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,304
31 Jul 19₹9,434
31 Jul 20₹8,906
31 Jul 21₹13,439
31 Jul 22₹14,641

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 ₹376,357.
Net Profit of ₹76,357
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 5 Aug 22

DurationReturns
1 Month 9.7%
3 Month 5.7%
6 Month -0.2%
1 Year 8%
3 Year 17.5%
5 Year 8.2%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 34.5%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 220.58 Yr.
Rohit Seksaria24 Feb 211.43 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services38.96%
Industrials14.57%
Technology11.55%
Consumer Cyclical11.53%
Consumer Defensive5.51%
Energy5.32%
Health Care4.67%
Basic Materials4.46%
Communication Services2.48%
Real Estate0.77%
Asset Allocation
Asset ClassValue
Cash0.19%
Equity99.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
9%₹147 Cr2,082,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹107 Cr796,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹89 Cr341,595
↓ -23,405
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹87 Cr592,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
5%₹80 Cr1,715,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹75 Cr1,170,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
4%₹60 Cr4,089,762
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹59 Cr272,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹54 Cr165,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 506076
3%₹52 Cr310,000

6. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2021 was 42.1% , 2020 was 7.6% and 2019 was 10.3% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (05 Aug 22) ₹53.9129 ↑ 0.09   (0.16 %)
Net Assets (Cr) ₹4,532 on 30 Jun 22
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio -0.11
Information Ratio -0.63
Alpha Ratio 1.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹11,294
31 Jul 19₹10,828
31 Jul 20₹10,621
31 Jul 21₹16,571
31 Jul 22₹17,547

Sundaram Large and 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Sundaram Large and 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 5 Aug 22

DurationReturns
1 Month 11%
3 Month 4.1%
6 Month -3.2%
1 Year 5.9%
3 Year 19%
5 Year 12.4%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.58 Yr.
Rohit Seksaria1 Jan 220.58 Yr.
Ashish Aggarwal1 Jan 220.58 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services26.52%
Consumer Cyclical15.97%
Industrials12.87%
Technology10.43%
Basic Materials7.62%
Health Care5.7%
Consumer Defensive5.37%
Energy4.98%
Utility2.59%
Communication Services1.56%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash5.16%
Equity94.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
7%₹318 Cr4,495,006
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
5%₹226 Cr870,000
↑ 84,783
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
4%₹187 Cr1,279,690
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹178 Cr1,323,852
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹116 Cr746,883
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL
2%₹107 Cr1,350,969
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹102 Cr2,191,327
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 21 | 500477
2%₹94 Cr6,352,636
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹93 Cr1,685,076
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532978
2%₹90 Cr82,672

7. 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 Jul 17₹10,000
31 Jul 18₹10,628
31 Jul 19₹10,622
31 Jul 20₹10,679

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 5 Aug 22

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
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
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

8. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (05 Aug 22) ₹142.028 ↓ -0.08   (-0.05 %)
Net Assets (Cr) ₹1,805 on 30 Jun 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.12
Information Ratio -0.11
Alpha Ratio 2.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹9,200
31 Jul 19₹7,206
31 Jul 20₹6,889
31 Jul 21₹13,932
31 Jul 22₹14,343

Sundaram Small 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Small 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 5 Aug 22

DurationReturns
1 Month 8.8%
3 Month 1.5%
6 Month -6%
1 Year 3.7%
3 Year 27.7%
5 Year 8.1%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.58 Yr.
Sudhir Kedia1 Jan 220.58 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services21.35%
Industrials19.97%
Consumer Cyclical19.62%
Technology11.99%
Health Care7.7%
Basic Materials6.31%
Consumer Defensive4.12%
Real Estate1.72%
Communication Services1.56%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹63 Cr1,220,030
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹55 Cr372,310
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹51 Cr3,440,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | TIINDIA
3%₹48 Cr258,222
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
2%₹45 Cr1,046,412
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹41 Cr314,000
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
2%₹41 Cr824,354
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | AMRUTANJAN
2%₹40 Cr504,084
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹38 Cr534,956
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 21 | CAMS
2%₹36 Cr160,000
↓ -10,000

9. 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 Jul 17₹10,000
31 Jul 18₹10,693
31 Jul 19₹11,488
31 Jul 20₹12,083
31 Jul 21₹12,476

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 5 Aug 22

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
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
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

10. 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 2021 was 15.3% , 2020 was 2.7% and 2019 was 26.4% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (05 Aug 22) ₹59.6523 ↑ 0.17   (0.28 %)
Net Assets (Cr) ₹498 on 30 Jun 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio -0.63
Information Ratio 0.16
Alpha Ratio -2.15
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 Jul 17₹10,000
31 Jul 18₹10,228
31 Jul 19₹10,644
31 Jul 20₹9,055
31 Jul 21₹14,279
31 Jul 22₹15,061

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 5 Aug 22

DurationReturns
1 Month 11.5%
3 Month 7.4%
6 Month -1.7%
1 Year 2.9%
3 Year 13.6%
5 Year 8.8%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 47.1%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 174.59 Yr.
Ashish Aggarwal1 Jan 220.58 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Financial Services96.32%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
18%₹91 Cr1,288,219
↑ 24,003
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
16%₹77 Cr574,001
↓ -113,120
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
10%₹50 Cr229,306
↑ 70,896
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
10%₹49 Cr1,051,414
↑ 36,018
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
8%₹40 Cr628,945
↑ 17,792
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹19 Cr35,505
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹14 Cr1,482,958
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹14 Cr176,451
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN
3%₹13 Cr212,440
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
2%₹11 Cr10,365

How to Invest in Sundaram Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT