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Top 10 Best Sundaram Mutual Fund Schemes 2022 | Fincash

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10 Best Sundaram Mutual Fund Schemes for 2022

Updated on January 24, 2022 , 1467 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 (%)2021 (%)
Sundaram Rural and Consumption Fund Growth ₹56.6897
↑ 0.54
₹1,220 5,000 100 -2.13.917.51310.411.719.3
Sundaram Mid Cap Fund Growth ₹690.279
↑ 5.62
₹7,352 5,000 100 -24.629.616.110.624.337.5
Sundaram Debt Oriented Hybrid Fund Growth ₹23.6077
↑ 0.03
₹34 5,000 250 -0.88.513.57.46.17.514.5
Sundaram Small Cap Fund Growth ₹148.731
↑ 1.59
₹2,146 5,000 100 2.110.257.124.713.717.360.3
Sundaram Large and Mid Cap Fund Growth ₹54.5195
↑ 0.24
₹5,100 5,000 100 -1.89.934.819.216.31242.1
Sundaram Diversified Equity Fund Growth ₹146.707
↑ 0.95
₹2,070 500 250 -2.4927.915.911.916.431.5
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 ₹59.4302
↑ 0.69
₹475 100,000 100 -7.85.318.416.313.21415.3
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 ₹32.3723
↑ 0.01
₹1,067 5,000 250 0.71.64.18.577.13.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 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 11.7% 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 (25 Jan 22) ₹56.6897 ↑ 0.54   (0.96 %)
Net Assets (Cr) ₹1,220 on 31 Dec 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 1.42
Information Ratio -0.2
Alpha Ratio 5.35
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 Dec 16₹10,000
31 Dec 17₹13,869
31 Dec 18₹12,785
31 Dec 19₹13,132
31 Dec 20₹14,901
31 Dec 21₹17,784

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 ₹395,578.
Net Profit of ₹95,578
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 Jan 22

DurationReturns
1 Month 1.4%
3 Month -2.1%
6 Month 3.9%
1 Year 17.5%
3 Year 13%
5 Year 10.4%
10 Year
15 Year
Since launch 11.7%
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
S. Bharath25 Apr 183.69 Yr.
Rohit Seksaria23 Jul 201.44 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Consumer Cyclical36.12%
Consumer Defensive30.76%
Financial Services13.49%
Basic Materials11.64%
Industrials5.11%
Real Estate1.21%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
7%₹81 Cr910,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹77 Cr325,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
6%₹71 Cr210,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹67 Cr900,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹65 Cr3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
4%₹54 Cr650,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹53 Cr1,220,000
Voltas Ltd (Industrials)
Equity, Since 31 Mar 19 | VOLTAS
4%₹51 Cr420,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
4%₹50 Cr12,350
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
4%₹48 Cr650,000
↓ -50,000

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 24.3% 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 (25 Jan 22) ₹690.279 ↑ 5.62   (0.82 %)
Net Assets (Cr) ₹7,352 on 31 Dec 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 2.43
Information Ratio -1.56
Alpha Ratio -4.1
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 Dec 16₹10,000
31 Dec 17₹14,077
31 Dec 18₹11,908
31 Dec 19₹11,873
31 Dec 20₹13,273
31 Dec 21₹18,248

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 ₹395,578.
Net Profit of ₹95,578
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 Jan 22

DurationReturns
1 Month -0.2%
3 Month -2%
6 Month 4.6%
1 Year 29.6%
3 Year 16.1%
5 Year 10.6%
10 Year
15 Year
Since launch 24.3%
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 210.85 Yr.
Ratish Varier24 Feb 210.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Consumer Cyclical20.87%
Financial Services19%
Industrials15.85%
Basic Materials13.71%
Technology10.04%
Health Care9.42%
Consumer Defensive3.68%
Utility2.93%
Communication Services0.9%
Real Estate0.86%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
4%₹286 Cr599,318
↓ -3,746
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹223 Cr1,161,748
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹215 Cr245,107
↑ 8,107
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹211 Cr420,000
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹202 Cr2,058,761
↑ 75,325
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹184 Cr761,339
↑ 31,365
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
2%₹182 Cr435,083
↑ 13,440
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
2%₹176 Cr1,441,506
↑ 54,825
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
2%₹167 Cr41,292
L&T Technology Services Ltd (Technology)
Equity, Since 30 Sep 16 | LTTS
2%₹160 Cr285,419

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 7.5% 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 (25 Jan 22) ₹23.6077 ↑ 0.03   (0.11 %)
Net Assets (Cr) ₹34 on 31 Dec 21
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 1.52
Information Ratio -0.55
Alpha Ratio 7.17
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 Dec 16₹10,000
31 Dec 17₹11,211
31 Dec 18₹11,082
31 Dec 19₹11,184
31 Dec 20₹12,005
31 Dec 21₹13,744

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 ₹357,992.
Net Profit of ₹57,992
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 Jan 22

DurationReturns
1 Month 0.1%
3 Month -0.8%
6 Month 8.5%
1 Year 13.5%
3 Year 7.4%
5 Year 6.1%
10 Year
15 Year
Since launch 7.5%
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 129.59 Yr.
Siddharth Chaudhary1 Jun 129.59 Yr.
Sandeep Agarwal30 Sep 129.26 Yr.
Rahul Baijal1 Apr 192.75 Yr.
Rohit Seksaria30 Dec 174.01 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Dec 21

Asset Allocation
Asset ClassValue
Cash42.53%
Equity19.85%
Debt37.62%
Equity Sector Allocation
SectorValue
Financial Services6.77%
Technology3.21%
Industrials2.92%
Energy2.65%
Consumer Defensive1.71%
Health Care0.93%
Basic Materials0.8%
Communication Services0.67%
Utility0.19%
Debt Sector Allocation
SectorValue
Cash Equivalent42.53%
Government28.6%
Corporate9.03%
Credit Quality
RatingValue
AA13.74%
AAA86.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
5.22% Govt Stock 2025
Sovereign Bonds | -
14%₹5 Cr500,000
6.1% Govt Stock 2031
Sovereign Bonds | -
14%₹5 Cr500,000
Rural Electrification Corporation Limited
Debentures | -
6%₹2 Cr22
HDFC Bank Limited
Debentures | -
6%₹2 Cr20
Housing And Urban Development Corporation Limited
Debentures | -
6%₹2 Cr20
Housing Development Finance Corporation Ltd
Debentures | -
6%₹2 Cr20
Reliance Industries Limited
Debentures | -
6%₹2 Cr20
Power Finance Corporation Ltd.
Debentures | -
4%₹1 Cr13
Piramal Capital & Housing Finance Limited
Debentures | -
3%₹1 Cr12,738
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹1 Cr11,435

4. 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 17.3% 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 (25 Jan 22) ₹148.731 ↑ 1.59   (1.08 %)
Net Assets (Cr) ₹2,146 on 31 Dec 21
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 3.78
Information Ratio -0.05
Alpha Ratio 12.86
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 Dec 16₹10,000
31 Dec 17₹15,558
31 Dec 18₹11,019
31 Dec 19₹10,352
31 Dec 20₹13,060
31 Dec 21₹20,941

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 ₹426,080.
Net Profit of ₹126,080
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 Jan 22

DurationReturns
1 Month 0.7%
3 Month 2.1%
6 Month 10.2%
1 Year 57.1%
3 Year 24.7%
5 Year 13.7%
10 Year
15 Year
Since launch 17.3%
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
Ratish Varier23 Jul 201.44 Yr.
Rohit Seksaria24 Feb 210.85 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Industrials20.58%
Consumer Cyclical17.64%
Technology14.04%
Financial Services13.81%
Basic Materials12.28%
Health Care8.97%
Communication Services3.6%
Consumer Defensive3.13%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | 542651
4%₹80 Cr1,304,528
↑ 285,150
Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 20 | PERSISTENT
4%₹78 Cr158,185
↑ 40,600
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
3%₹64 Cr622,044
↑ 129,514
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹61 Cr382,347
↑ 76,552
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹58 Cr1,046,412
↑ 273,727
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Mar 21 | 513375
2%₹48 Cr490,032
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹48 Cr113,639
↑ 11,600
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
2%₹47 Cr504,084
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
2%₹46 Cr824,354
↑ 155,610
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
2%₹45 Cr372,310

5. 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 12% 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 (25 Jan 22) ₹54.5195 ↑ 0.24   (0.44 %)
Net Assets (Cr) ₹5,100 on 31 Dec 21
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 2.57
Information Ratio -0.29
Alpha Ratio 4.31
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 Dec 16₹10,000
31 Dec 17₹13,611
31 Dec 18₹13,668
31 Dec 19₹15,077
31 Dec 20₹16,225
31 Dec 21₹23,048

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 ₹458,689.
Net Profit of ₹158,689
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 Jan 22

DurationReturns
1 Month -0.7%
3 Month -1.8%
6 Month 9.9%
1 Year 34.8%
3 Year 19.2%
5 Year 16.3%
10 Year
15 Year
Since launch 12%
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
S. Bharath24 Feb 210.85 Yr.
Rahul Baijal24 Feb 210.85 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services25.1%
Consumer Cyclical15.28%
Technology13.45%
Industrials11.96%
Basic Materials9.53%
Health Care6.51%
Energy3.95%
Consumer Defensive3.78%
Utility2.94%
Communication Services1.5%
Real Estate0.77%
Asset Allocation
Asset ClassValue
Cash5.23%
Equity94.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹254 Cr1,347,587
↑ 725,980
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹232 Cr3,131,904
↑ 1,940,858
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹200 Cr1,354,413
↑ 850,079
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹154 Cr651,371
↑ 394,305
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹142 Cr746,883
↑ 366,285
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹125 Cr1,685,076
↑ 936,131
Mphasis Ltd (Technology)
Equity, Since 31 Dec 20 | 526299
2%₹115 Cr339,977
↑ 220,619
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532978
2%₹112 Cr68,182
↑ 42,731
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC
2%₹105 Cr406,141
↑ 253,830
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 21 | 540699
2%₹101 Cr184,208
↑ 184,208

6. 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 16.4% 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 (25 Jan 22) ₹146.707 ↑ 0.95   (0.65 %)
Net Assets (Cr) ₹2,070 on 31 Dec 21
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 2.04
Information Ratio -0.96
Alpha Ratio 0.01
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹13,844
31 Dec 18₹12,374
31 Dec 19₹13,137
31 Dec 20₹14,432
31 Dec 21₹18,982

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 ₹405,518.
Net Profit of ₹105,518
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 Jan 22

DurationReturns
1 Month 1.4%
3 Month -2.4%
6 Month 9%
1 Year 27.9%
3 Year 15.9%
5 Year 11.9%
10 Year
15 Year
Since launch 16.4%
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
S. Bharath23 Jul 201.44 Yr.
Rohit Seksaria24 Feb 210.85 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services31.03%
Technology16.31%
Consumer Cyclical11.78%
Industrials10.55%
Basic Materials9.78%
Energy9.45%
Consumer Defensive5.36%
Health Care2.77%
Communication Services2.48%
Real Estate0.11%
Asset Allocation
Asset ClassValue
Cash0.38%
Equity99.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
9%₹179 Cr950,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹163 Cr2,200,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹161 Cr680,000
↓ -10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹120 Cr810,000
↓ -30,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 506076
4%₹90 Cr470,000
↓ -20,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹84 Cr325,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹79 Cr1,170,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹77 Cr1,675,000
↑ 5,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹66 Cr177,500
↓ -2,500
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹66 Cr500,000

7. 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 Dec 16₹10,000
31 Dec 17₹13,587
31 Dec 18₹13,745
31 Dec 19₹15,803
31 Dec 20₹17,687

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 25 Jan 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

8. 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% 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 (25 Jan 22) ₹59.4302 ↑ 0.69   (1.18 %)
Net Assets (Cr) ₹475 on 31 Dec 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 0.68
Information Ratio -0.14
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 Dec 16₹10,000
31 Dec 17₹13,333
31 Dec 18₹12,845
31 Dec 19₹16,240
31 Dec 20₹16,678
31 Dec 21₹19,236

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 ₹426,080.
Net Profit of ₹126,080
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 Jan 22

DurationReturns
1 Month 5.6%
3 Month -7.8%
6 Month 5.3%
1 Year 18.4%
3 Year 16.3%
5 Year 13.2%
10 Year
15 Year
Since launch 14%
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
Ratish Varier23 Jul 201.44 Yr.
Rahul Baijal1 Apr 192.76 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services95.85%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
19%₹92 Cr619,930
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
18%₹83 Cr1,125,934
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹44 Cr652,115
↑ 70,061
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
9%₹42 Cr161,518
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
8%₹36 Cr782,092
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
6%₹29 Cr17,895
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹26 Cr146,084
Home First Finance Co India Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 21 | 543259
3%₹15 Cr198,851
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 542867
3%₹13 Cr569,695
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | 540719
2%₹9 Cr79,336

9. 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 Dec 16₹10,000
31 Dec 17₹10,657
31 Dec 18₹11,399
31 Dec 19₹10,707

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 25 Jan 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

10. 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 7.1% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2021 was 3.5% , 2020 was 11% and 2019 was 11.3% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (25 Jan 22) ₹32.3723 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹1,067 on 31 Dec 21
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio -0.02
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 4.77%
Effective Maturity 1 Year 5 Months 9 Days
Modified Duration 1 Year 3 Months 22 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Dec 16₹10,000
31 Dec 17₹10,544
31 Dec 18₹11,050
31 Dec 19₹12,301
31 Dec 20₹13,652
31 Dec 21₹14,129

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 ₹203,125.
Net Profit of ₹23,125
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 Jan 22

DurationReturns
1 Month 0.4%
3 Month 0.7%
6 Month 1.6%
1 Year 4.1%
3 Year 8.5%
5 Year 7%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 8.7%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 129.59 Yr.
Sandeep Agarwal1 Jun 129.59 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Dec 21

Asset Allocation
Asset ClassValue
Cash8.2%
Debt91.8%
Debt Sector Allocation
SectorValue
Government54.9%
Corporate36.9%
Cash Equivalent8.2%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Petroleum Corporation Limited
Debentures | -
6%₹62 Cr625
Housing And Urban Development Corporation Limited
Debentures | -
5%₹56 Cr550
Housing Development Finance Corporation Ltd
Debentures | -
5%₹53 Cr500
08.42 Tn SDL 2023
Sovereign Bonds | -
5%₹52 Cr5,000,000
Housing And Urban Development Corporation Limited
Debentures | -
4%₹41 Cr400
Reliance Industries Limited
Debentures | -
3%₹36 Cr350
LIC Housing Finance Limited
Debentures | -
3%₹35 Cr350
LIC Housing Finance Limited
Debentures | -
3%₹32 Cr300
LIC Housing Finance Limited
Debentures | -
3%₹31 Cr300
National Housing Bank
Debentures | -
3%₹30 Cr300

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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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