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Top 10 Best Sundaram Mutual Fund Schemes 2020 | Fincash

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10 Best Sundaram Mutual Fund Schemes for 2020

Updated on February 23, 2020 , 96 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 (%)2019 (%)
Sundaram Rural and Consumption Fund Growth ₹44.4299
↓ -0.01
₹1,957 5,000 100 5.717.914.37.811.511.42.7
Sundaram Mid Cap Fund Growth ₹491.342
↓ -2.21
₹6,178 5,000 100 8.418.9144.58.324.8-0.3
Sundaram Debt Oriented Hybrid Fund Growth ₹19.5831
↓ -0.02
₹40 5,000 100 1.86.92.63.65.970.9
Sundaram Financial Services Opportunities Fund Growth ₹47.1743
↓ 0.00
₹247 100,000 100 -0.117.526.411.51014.226.4
Sundaram Select Focus Fund Growth ₹193.942
↓ -0.81
₹1,074 5,000 100 0.812.116.513.18.118.415
Sundaram Large and Mid Cap Fund Growth ₹37.385
↓ -0.18
₹1,110 5,000 100 1.216.316.511.810.510.710.3
Sundaram Corporate Bond Fund Growth ₹28.701
↓ 0.00
₹997 5,000 100 2.35.112.37.98.37.211.3
Sundaram Small Cap Fund Growth ₹82.877
↑ 0.67
₹1,149 5,000 100 9.821.710.60.63.615.1-6.1
Sundaram Banking & PSU Debt Fund Growth ₹31.7076
↓ 0.00
₹1,291 100,000 100 1.74.2107.67.87.910.1
Sundaram Diversified Equity Fund Growth ₹103.165
↓ -0.21
₹2,597 500 250 0.512.39.65.76.916.16.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Feb 20

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 2019 was 2.7% , 2018 was -7.8% and 2017 was 38.7% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (25 Feb 20) ₹44.4299 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹1,957 on 31 Jan 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.7
Information Ratio -0.44
Alpha Ratio 1.69
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 15₹10,000
31 Jan 16₹9,754
31 Jan 17₹13,172
31 Jan 18₹16,746
31 Jan 19₹15,135
31 Jan 20₹17,011

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 ₹405,518.
Net Profit of ₹105,518
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 25 Feb 20

DurationReturns
1 Month -0.6%
3 Month 5.7%
6 Month 17.9%
1 Year 14.3%
3 Year 7.8%
5 Year 11.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
2010 20.8%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 164 Yr.
S. Bharath25 Apr 181.69 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Consumer Defensive27.93%
Financial Services21.41%
Consumer Cyclical17.73%
Basic Materials16.68%
Industrials7.24%
Technology1.73%
Communication Services1.15%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹109 Cr535,000
↓ -15,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹103 Cr2,675,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹68 Cr885,000
↓ -15,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹67 Cr2,900,000
↓ -100,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹67 Cr2,350,000
↓ -154,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹63 Cr630,000
↓ -15,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
3%₹62 Cr1,100,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹62 Cr346,000
↓ -24,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
3%₹60 Cr490,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
3%₹60 Cr1,140,000
↓ -10,000

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 24.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (25 Feb 20) ₹491.342 ↓ -2.21   (-0.45 %)
Net Assets (Cr) ₹6,178 on 31 Jan 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio 0.5
Information Ratio -0.39
Alpha Ratio 2.98
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 15₹10,000
31 Jan 16₹9,816
31 Jan 17₹12,460
31 Jan 18₹15,840
31 Jan 19₹13,268
31 Jan 20₹14,624

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 25 Feb 20

DurationReturns
1 Month -0.5%
3 Month 8.4%
6 Month 18.9%
1 Year 14%
3 Year 4.5%
5 Year 8.3%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
2010 20.8%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 127.17 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Industrials23.35%
Financial Services18.9%
Consumer Cyclical16.42%
Basic Materials11.58%
Consumer Defensive8.92%
Health Care8.2%
Technology5.55%
Utility3.72%
Communication Services2.56%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹251 Cr3,329,880
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹235 Cr4,450,000
↓ -157,610
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹187 Cr68,623
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹183 Cr771,035
↓ -26,690
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹170 Cr1,180,742
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹169 Cr3,949,485
↓ -10,051
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹153 Cr6,600,000
↓ -100,000
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹153 Cr325,189
↓ -4,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹149 Cr2,103,148
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹145 Cr688,350

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% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2019 was 0.9% , 2018 was -1.2% and 2017 was 12.1% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (25 Feb 20) ₹19.5831 ↓ -0.02   (-0.10 %)
Net Assets (Cr) ₹40 on 31 Jan 20
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.18
Information Ratio -0.92
Alpha Ratio -9.43
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,485
31 Jan 17₹11,860
31 Jan 18₹12,911
31 Jan 19₹12,902
31 Jan 20₹13,120

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 25 Feb 20

DurationReturns
1 Month 0.4%
3 Month 1.8%
6 Month 6.9%
1 Year 2.6%
3 Year 3.6%
5 Year 5.9%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.9%
2018 -1.2%
2017 12.1%
2016 9.9%
2015 8.7%
2014 21.6%
2013 0%
2012 17%
2011 -3.5%
2010
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
S Krishnakumar30 Dec 172 Yr.
Dwijendra Srivastava1 Jun 127.59 Yr.
Siddharth Chaudhary1 Jun 127.59 Yr.
Sandeep Agarwal7 Jan 136.98 Yr.
Rahul Baijal1 Apr 190.75 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jan 20

Asset Allocation
Asset ClassValue
Cash19.89%
Equity21.71%
Debt58.4%
Equity Sector Allocation
SectorValue
Financial Services13%
Consumer Defensive2.33%
Consumer Cyclical1.92%
Basic Materials1.73%
Energy1.06%
Industrials1%
Communication Services0.37%
Health Care0.29%
Debt Sector Allocation
SectorValue
Corporate48.56%
Cash Equivalent15.33%
Government12.84%
Credit Quality
RatingValue
AA22.02%
AAA77.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reverse Repo
CBLO/Reverse Repo | -
13%₹6 Cr
Oriental Nagpur Betul Highway Private Limited
Debentures | -
12%₹5 Cr500
Cholamandalam Investment And Fin. Co. Ltd
Debentures | -
11%₹5 Cr50
Housing Development Finance Corporation Limited
Debentures | -
10%₹4 Cr40
76 DCMB 17032020
Sovereign Bonds | -
9%₹4 Cr400,000
↑ 400,000
Cash And Other Net Current Assets^
Net Current Assets | -
7%-₹3 Cr
HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO)
Debentures | -
6%₹3 Cr26
Rural Electrification Corporation Limited
Debentures | -
6%₹3 Cr25
Reliance Industries Limited
Debentures | -
6%₹3 Cr25
POWER FINANCE CORPORATION LIMITED
Debentures | -
5%₹2 Cr23

4. 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 14.2% since its launch.  Ranked 23 in Sectoral category.  Return for 2019 was 26.4% , 2018 was -3.7% and 2017 was 33.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (25 Feb 20) ₹47.1743 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹247 on 31 Jan 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 1.31
Information Ratio -2
Alpha Ratio 1.29
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 15₹10,000
31 Jan 16₹7,865
31 Jan 17₹10,347
31 Jan 18₹13,539
31 Jan 19₹12,282
31 Jan 20₹15,522

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 ₹385,859.
Net Profit of ₹85,859
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 25 Feb 20

DurationReturns
1 Month -2.3%
3 Month -0.1%
6 Month 17.5%
1 Year 26.4%
3 Year 11.5%
5 Year 10%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
2012 47.1%
2011 -32.9%
2010 35.5%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
S Krishnakumar30 Dec 172 Yr.
Dwijendra Srivastava30 Dec 172 Yr.
Rahul Baijal1 Apr 190.75 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services95.68%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
22%₹53 Cr418,560
↑ 33,280
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
16%₹38 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
13%₹32 Cr132,428
Treps
CBLO/Reverse Repo | -
10%₹25 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
10%₹24 Cr313,417
↑ 110,491
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
8%₹20 Cr120,794
Cash And Other Net Current Assets
Net Current Assets | -
6%-₹14 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹9 Cr22,130
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
3%₹8 Cr242,624
↓ -33,704
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹7 Cr75,822
↑ 28,839

5. 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.  Return for 2019 was 15% , 2018 was 1.2% and 2017 was 35.9% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (25 Feb 20) ₹193.942 ↓ -0.81   (-0.42 %)
Net Assets (Cr) ₹1,074 on 31 Jan 20
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 1.1
Information Ratio 0.44
Alpha Ratio 4.12
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 15₹10,000
31 Jan 16₹8,701
31 Jan 17₹9,656
31 Jan 18₹12,813
31 Jan 19₹12,594
31 Jan 20₹14,574

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 ₹376,357.
Net Profit of ₹76,357
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 25 Feb 20

DurationReturns
1 Month -1.5%
3 Month 0.8%
6 Month 12.1%
1 Year 16.5%
3 Year 13.1%
5 Year 8.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 15%
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
2010 12.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 163.23 Yr.

Data below for Sundaram Select Focus Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services43.68%
Energy10.24%
Consumer Defensive7.74%
Industrials7.16%
Consumer Cyclical6.53%
Technology4.54%
Basic Materials4.25%
Communication Services3.89%
Utility2.62%
Health Care1.72%
Asset Allocation
Asset ClassValue
Cash7.61%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹100 Cr1,896,082
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹95 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹85 Cr601,637
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
7%₹71 Cr293,021
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
6%₹63 Cr458,690
↓ -107,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹60 Cr826,530
↓ -37,062
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
5%₹49 Cr628,481
↑ 90,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹48 Cr282,693
↓ -46,156
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹45 Cr453,033
Treps
CBLO/Reverse Repo | -
4%₹44 Cr

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 10.7% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2019 was 10.3% , 2018 was 0.4% and 2017 was 36.1% .

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 (25 Feb 20) ₹37.385 ↓ -0.18   (-0.49 %)
Net Assets (Cr) ₹1,110 on 31 Jan 20
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.85
Information Ratio 0.63
Alpha Ratio 3.38
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 Jan 15₹10,000
31 Jan 16₹9,527
31 Jan 17₹11,133
31 Jan 18₹14,730
31 Jan 19₹14,268
31 Jan 20₹16,372

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 ₹395,578.
Net Profit of ₹95,578
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 25 Feb 20

DurationReturns
1 Month -2.1%
3 Month 1.2%
6 Month 16.3%
1 Year 16.5%
3 Year 11.8%
5 Year 10.5%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
2011 -23.3%
2010 11.3%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 172 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services31.49%
Industrials15.32%
Basic Materials12.85%
Consumer Cyclical12.24%
Consumer Defensive9.21%
Health Care4.81%
Energy4.68%
Communication Services3.71%
Technology2.63%
Asset Allocation
Asset ClassValue
Cash6%
Equity94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
7%₹70 Cr1,290,391
↑ 210,980
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹57 Cr376,962
Treps
CBLO/Reverse Repo | -
5%₹53 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹48 Cr113,371
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹40 Cr312,994
↑ 32,788
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
3%₹35 Cr267,924
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹32 Cr331,451
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 18 | APOLLOHOSP
3%₹31 Cr217,559
↑ 32,672
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK
3%₹31 Cr3,493,773
↑ 783,737
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
3%₹30 Cr203,671

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 7.2% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2019 was 11.3% , 2018 was 4.8% and 2017 was 5.4% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (25 Feb 20) ₹28.701 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹997 on 31 Jan 20
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.87
Sharpe Ratio 3.07
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.81%
Effective Maturity 3 Years 11 Days
Modified Duration 2 Years 8 Months 12 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,683
31 Jan 17₹12,009
31 Jan 18₹12,534
31 Jan 19₹13,201
31 Jan 20₹14,748

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 ₹206,148.
Net Profit of ₹26,148
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 25 Feb 20

DurationReturns
1 Month 1.3%
3 Month 2.3%
6 Month 5.1%
1 Year 12.3%
3 Year 7.9%
5 Year 8.3%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 4.8%
2017 5.4%
2016 11.7%
2015 8.7%
2014 14.9%
2013 -0.3%
2012 8.7%
2011 5.7%
2010 4.3%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 127.59 Yr.
Sandeep Agarwal1 Jun 127.59 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Jan 20

Asset Allocation
Asset ClassValue
Cash3.87%
Debt96.13%
Debt Sector Allocation
SectorValue
Government55.16%
Corporate40.92%
Cash Equivalent3.91%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Debentures | -
7%₹73 Cr700
8.42% TN SDL 2023
Sovereign Bonds | -
5%₹53 Cr5,000,000
HDB Financial Services Limited
Debentures | -
5%₹50 Cr500
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Debentures | -
5%₹48 Cr450
Air India Assets Holding Limited
Debentures | -
4%₹40 Cr400
LIC HOUSING FINANCE LIMITED
Debentures | -
4%₹37 Cr350
↑ 50
HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO)
Debentures | -
4%₹36 Cr350
↓ -250
Treps
CBLO/Reverse Repo | -
3%₹32 Cr
LIC Housing Finance Limited
Debentures | -
3%₹31 Cr300
Rural Electrification Corporation Limited
Debentures | -
3%₹30 Cr300

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 15.1% since its launch.  Ranked 19 in Small Cap category.  Return for 2019 was -6.1% , 2018 was -29.2% and 2017 was 55.6% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (25 Feb 20) ₹82.877 ↑ 0.67   (0.82 %)
Net Assets (Cr) ₹1,149 on 31 Jan 20
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.27
Information Ratio -0.71
Alpha Ratio 0.58
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 Jan 15₹10,000
31 Jan 16₹9,461
31 Jan 17₹11,195
31 Jan 18₹15,629
31 Jan 19₹10,916
31 Jan 20₹11,697

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 ₹331,978.
Net Profit of ₹31,978
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 25 Feb 20

DurationReturns
1 Month 0.3%
3 Month 9.8%
6 Month 21.7%
1 Year 10.6%
3 Year 0.6%
5 Year 3.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
2010 10.2%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0613.24 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Consumer Cyclical26.13%
Industrials25.41%
Basic Materials15.41%
Health Care10.85%
Financial Services6.11%
Technology5.69%
Communication Services3.62%
Real Estate2.92%
Consumer Defensive2.32%
Asset Allocation
Asset ClassValue
Cash1.54%
Equity98.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
5%₹58 Cr1,198,000
↓ -4,877
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
5%₹53 Cr530,034
↓ -152,467
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹41 Cr350,000
↓ -15,000
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹39 Cr420,000
↓ -20,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Sep 12 | 532706
4%₹38 Cr1,000,000
↓ -1,388
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹36 Cr660,815
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
3%₹36 Cr2,030,000
↓ -9,127
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹33 Cr1,900,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
3%₹31 Cr1,414,323
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Aug 18 | 523398
3%₹31 Cr159,617
↑ 17,210

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 7.9% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2019 was 10.1% , 2018 was 6.1% and 2017 was 6.2% .

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

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (25 Feb 20) ₹31.7076 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹1,291 on 31 Jan 20
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.3
Sharpe Ratio 3.63
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 100
Exit Load NIL
Yield to Maturity 6.35%
Effective Maturity 1 Year 5 Months 5 Days
Modified Duration 1 Year 4 Months 10 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,834
31 Jan 17₹11,685
31 Jan 18₹12,400
31 Jan 19₹13,188
31 Jan 20₹14,517

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 ₹203,125.
Net Profit of ₹23,125
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 25 Feb 20

DurationReturns
1 Month 0.8%
3 Month 1.7%
6 Month 4.2%
1 Year 10%
3 Year 7.6%
5 Year 7.8%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.1%
2018 6.1%
2017 6.2%
2016 7.9%
2015 8.5%
2014 9.4%
2013 8.5%
2012 9.9%
2011 9.3%
2010 4.9%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 127.59 Yr.
Siddharth Chaudhary1 Jun 127.59 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 31 Jan 20

Asset Allocation
Asset ClassValue
Cash12%
Debt88%
Debt Sector Allocation
SectorValue
Government52.61%
Corporate47.34%
Cash Equivalent0.04%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corporation Ltd.
Debentures | -
9%₹110 Cr1,090
National Highways Authority Of India
Debentures | -
8%₹108 Cr1,060
Small Industries Development Bank Of India
Debentures | -
7%₹94 Cr912
Indian Railway Finance Corporation Limited
Debentures | -
6%₹81 Cr800
National Bank For Agriculture And Rural Development
Debentures | -
5%₹62 Cr600
Housing Development Finance Corporation Limited
Debentures | -
5%₹60 Cr600
Housing And Urban Development Corporation Ltd.
Debentures | -
4%₹56 Cr560
Rural Electrification Corporation Limited
Debentures | -
4%₹55 Cr550
National Bank For Agriculture And Rural Development
Debentures | -
4%₹51 Cr500
NHPC Limited
Debentures | -
4%₹50 Cr500

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 16.1% since its launch.  Ranked 14 in ELSS category.  Return for 2019 was 6.2% , 2018 was -10.6% and 2017 was 38.4% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (25 Feb 20) ₹103.165 ↓ -0.21   (-0.20 %)
Net Assets (Cr) ₹2,597 on 31 Jan 20
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.52
Information Ratio -0.91
Alpha Ratio -1.92
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹9,150
31 Jan 17₹11,153
31 Jan 18₹14,329
31 Jan 19₹12,609
31 Jan 20₹13,852

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 ₹357,992.
Net Profit of ₹57,992
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 25 Feb 20

DurationReturns
1 Month -2.8%
3 Month 0.5%
6 Month 12.3%
1 Year 9.6%
3 Year 5.7%
5 Year 6.9%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
2012 34.5%
2011 -25.4%
2010 13.1%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S Krishnakumar1 Apr 154.75 Yr.
Dwijendra Srivastava30 Dec 172 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Jan 20

Equity Sector Allocation
SectorValue
Financial Services34.38%
Industrials16.93%
Consumer Defensive9.32%
Basic Materials8.75%
Consumer Cyclical8.37%
Energy6.81%
Technology6.74%
Communication Services4.54%
Health Care1.73%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹207 Cr3,839,029
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
6%₹167 Cr1,099,829
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹160 Cr1,260,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹114 Cr472,812
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹109 Cr1,448,372
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹103 Cr792,788
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
3%₹87 Cr205,804
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹73 Cr763,254
Siemens Ltd (Industrials)
Equity, Since 31 Mar 17 | 500550
3%₹66 Cr444,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
3%₹65 Cr470,338
↓ -92,453

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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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