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Top 10 Best Sundaram Mutual Fund Schemes 2024 | Fincash

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10 Best Sundaram Mutual Fund Schemes for 2024

Updated on December 1, 2024 , 5867 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 (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹98.6924
↑ 0.24
₹1,564 5,000 100 -2.117.324.819.718.413.130.2
Sundaram Mid Cap Fund Growth ₹1,382
↑ 13.25
₹12,350 5,000 100 -1.415.338.424.824.524.640.4
Sundaram Debt Oriented Hybrid Fund Growth ₹28.8745
↑ 0.03
₹28 5,000 250 15.110.76.98.47.59.2
Sundaram Large and Mid Cap Fund Growth ₹86.2604
↑ 0.66
₹6,871 5,000 100 -1.410.928.715.618.412.826.8
Sundaram Small Cap Fund Growth ₹264.147
↑ 3.15
₹3,450 5,000 100 -1.513.524.82128.117.945.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Diversified Equity Fund Growth ₹217.069
↑ 1.44
₹1,560 500 250 -2.88.820.213.716.116.223.3
Sundaram Financial Services Opportunities Fund Growth ₹97.7076
↑ 1.08
₹1,453 100,000 100 -3.4516.117.515.314.831.1
Sundaram Corporate Bond Fund Growth ₹38.2903
↑ 0.02
₹740 5,000 250 2.14.48.55.96.376.3
Sundaram Banking & PSU Debt Fund Growth ₹41.0361
↑ 0.01
₹335 100,000 250 2.14.38.45.85.67.36.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Dec 24

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 13.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (03 Dec 24) ₹98.6924 ↑ 0.24   (0.25 %)
Net Assets (Cr) ₹1,564 on 31 Oct 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 1.32
Information Ratio -0.21
Alpha Ratio -4.19
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
30 Nov 19₹10,000
30 Nov 20₹10,677
30 Nov 21₹13,373
30 Nov 22₹15,207
30 Nov 23₹18,477
30 Nov 24₹23,065

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 ₹481,656.
Net Profit of ₹181,656
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 3 Dec 24

DurationReturns
1 Month 2.3%
3 Month -2.1%
6 Month 17.3%
1 Year 24.8%
3 Year 19.7%
5 Year 18.4%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.84 Yr.
1 Jul 240.34 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical42.58%
Consumer Defensive31.51%
Communication Services11.84%
Health Care2.84%
Real Estate2.16%
Financial Services2.11%
Basic Materials1.61%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.66%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹169 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹155 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
8%₹140 Cr1,910,815
↓ -393,777
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹108 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹104 Cr350,212
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹98 Cr255,389
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹87 Cr65,960
↑ 1,344
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
5%₹82 Cr3,000,962
↑ 892,386
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹72 Cr453,496
↓ -27,502
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹58 Cr246,492

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 24.6% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (03 Dec 24) ₹1,382 ↑ 13.25   (0.97 %)
Net Assets (Cr) ₹12,350 on 31 Oct 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.69
Information Ratio 0.24
Alpha Ratio 10.14
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
30 Nov 19₹10,000
30 Nov 20₹10,686
30 Nov 21₹15,103
30 Nov 22₹16,491
30 Nov 23₹21,320
30 Nov 24₹29,647

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 ₹556,833.
Net Profit of ₹256,833
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 3 Dec 24

DurationReturns
1 Month 1.1%
3 Month -1.4%
6 Month 15.3%
1 Year 38.4%
3 Year 24.8%
5 Year 24.5%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.69 Yr.
Ratish Varier24 Feb 213.69 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Financial Services19.22%
Industrials18.37%
Health Care11.04%
Basic Materials8.34%
Technology5.92%
Consumer Defensive2.9%
Real Estate2.81%
Utility2.76%
Communication Services1.99%
Energy1.52%
Asset Allocation
Asset ClassValue
Cash5.32%
Equity94.67%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Liquid Dir Gr
Investment Fund | -
4%₹577 Cr2,608,605
↑ 2,377,241
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹556 Cr7,611,667
↓ -685,821
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹448 Cr1,177,160
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹407 Cr938,332
↓ -31,532
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹398 Cr525,627
↓ -78,790
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹394 Cr20,011,397
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹304 Cr1,388,200
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹293 Cr1,747,182
↓ -26,128
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹279 Cr4,543,631
↓ -103,189
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹278 Cr3,755,252

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 2023 was 9.2% , 2022 was 2.8% and 2021 was 14.5% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (03 Dec 24) ₹28.8745 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹28 on 31 Oct 24
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.49
Information Ratio -0.75
Alpha Ratio -2.35
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,574
30 Nov 21₹12,222
30 Nov 22₹12,691
30 Nov 23₹13,501
30 Nov 24₹14,914

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 ₹376,357.
Net Profit of ₹76,357
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 3 Dec 24

DurationReturns
1 Month 0.6%
3 Month 1%
6 Month 5.1%
1 Year 10.7%
3 Year 6.9%
5 Year 8.4%
10 Year
15 Year
Since launch 7.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 9.2%
2022 2.8%
2021 14.5%
2020 7.3%
2019 0.9%
2018 -1.2%
2017 12.1%
2016 9.9%
2015 8.7%
2014 21.6%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1212.42 Yr.
S. Bharath16 May 222.46 Yr.
Sandeep Agarwal30 Sep 1212.09 Yr.
Ashish Aggarwal1 Jan 222.83 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash19.27%
Equity21.57%
Debt58.88%
Other0.29%
Equity Sector Allocation
SectorValue
Financial Services6.37%
Technology2.46%
Consumer Defensive2.12%
Energy2.09%
Consumer Cyclical1.92%
Communication Services1.82%
Basic Materials1.47%
Health Care1.24%
Industrials1.14%
Debt Sector Allocation
SectorValue
Government58.88%
Cash Equivalent19.27%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
40%₹11 Cr1,100,000
↑ 1,100,000
7.30 Goi 19062053
Sovereign Bonds | -
19%₹5 Cr500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
2%₹1 Cr4,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹0 Cr2,800
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹0 Cr1,625
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH
1%₹0 Cr1,848
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
1%₹0 Cr1,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT
1%₹0 Cr900
POWERGRID Infrastructure Investment Trust Units
Equity, Since 15 Mar 24 | -
1%₹0 Cr30,000

4. 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 12.8% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% .

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 (03 Dec 24) ₹86.2604 ↑ 0.66   (0.77 %)
Net Assets (Cr) ₹6,871 on 31 Oct 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.19
Information Ratio -1
Alpha Ratio 3.86
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
30 Nov 19₹10,000
30 Nov 20₹10,124
30 Nov 21₹14,750
30 Nov 22₹15,410
30 Nov 23₹17,867
30 Nov 24₹23,034

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 ₹481,656.
Net Profit of ₹181,656
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 3 Dec 24

DurationReturns
1 Month 1.4%
3 Month -1.4%
6 Month 10.9%
1 Year 28.7%
3 Year 15.6%
5 Year 18.4%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -1.3%
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S. Bharath1 Jul 240.34 Yr.
Ashish Aggarwal1 Jan 222.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services20.34%
Consumer Cyclical18.95%
Industrials14.91%
Health Care9.33%
Technology6.66%
Energy5.95%
Communication Services5.53%
Consumer Defensive5.43%
Basic Materials5%
Utility2.73%
Real Estate2.22%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.07%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹325 Cr1,875,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹283 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹236 Cr800,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹190 Cr6,943,496
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹181 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹169 Cr900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹154 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹153 Cr415,000
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹140 Cr633,828
↑ 633,828
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹134 Cr1,220,000

5. 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 17.9% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (03 Dec 24) ₹264.147 ↑ 3.15   (1.21 %)
Net Assets (Cr) ₹3,450 on 31 Oct 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.98
Information Ratio -0.55
Alpha Ratio 2.84
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
30 Nov 19₹10,000
30 Nov 20₹11,636
30 Nov 21₹19,239
30 Nov 22₹20,068
30 Nov 23₹27,300
30 Nov 24₹34,272

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 ₹612,552.
Net Profit of ₹312,552
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 3 Dec 24

DurationReturns
1 Month -0.6%
3 Month -1.5%
6 Month 13.5%
1 Year 24.8%
3 Year 21%
5 Year 28.1%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222 Yr.

Data below for Sundaram Small Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services21.4%
Industrials18.33%
Consumer Cyclical15.96%
Health Care8.42%
Basic Materials8.34%
Technology6.91%
Consumer Defensive6.06%
Real Estate4.14%
Communication Services3.5%
Utility1.79%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity95.92%
Debt0.54%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹106 Cr187,403
↑ 6,657
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹101 Cr495,928
↓ -139,347
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹91 Cr387,840
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹84 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹83 Cr2,132,517
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
2%₹81 Cr570,602
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹76 Cr18,825,767
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹75 Cr339,385
↑ 339,385
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹74 Cr467,145
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹73 Cr989,246
↑ 54,681

6. 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
30 Nov 19₹10,000
30 Nov 20₹10,360
30 Nov 21₹13,745

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 3 Dec 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

7. 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 16.2% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (03 Dec 24) ₹217.069 ↑ 1.44   (0.67 %)
Net Assets (Cr) ₹1,560 on 31 Oct 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.41
Information Ratio -0.91
Alpha Ratio -5.29
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,288
30 Nov 21₹14,046
30 Nov 22₹15,528
30 Nov 23₹17,427
30 Nov 24₹20,938

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 ₹458,689.
Net Profit of ₹158,689
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 3 Dec 24

DurationReturns
1 Month 1.4%
3 Month -2.8%
6 Month 8.8%
1 Year 20.2%
3 Year 13.7%
5 Year 16.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 222.84 Yr.
Rohit Seksaria24 Feb 213.69 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services32.42%
Industrials13.21%
Consumer Defensive10.18%
Consumer Cyclical8.55%
Technology8.28%
Health Care6.9%
Energy6.15%
Basic Materials4.94%
Communication Services4.89%
Utility0.71%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹133 Cr767,171
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹112 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹84 Cr283,000
↓ -37,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹68 Cr364,000
↓ -27,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹58 Cr156,446
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹52 Cr304,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr419,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹49 Cr114,734
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹45 Cr235,000
↓ -91,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹43 Cr545,000

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 14.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (03 Dec 24) ₹97.7076 ↑ 1.08   (1.12 %)
Net Assets (Cr) ₹1,453 on 31 Oct 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 1.4
Information Ratio 1.49
Alpha Ratio 2.81
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
30 Nov 19₹10,000
30 Nov 20₹9,958
30 Nov 21₹12,265
30 Nov 22₹14,141
30 Nov 23₹17,254
30 Nov 24₹20,329

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 ₹447,579.
Net Profit of ₹147,579
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 3 Dec 24

DurationReturns
1 Month -1.4%
3 Month -3.4%
6 Month 5%
1 Year 16.1%
3 Year 17.5%
5 Year 15.3%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 176.84 Yr.
Ashish Aggarwal1 Jan 222.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services95.1%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
12%₹180 Cr1,040,586
↓ -175,145
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
10%₹147 Cr1,155,800
↑ 200,725
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹140 Cr1,135,593
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹76 Cr99,201
↑ 24,399
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹70 Cr885,294
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
5%₹67 Cr188,623
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
4%₹61 Cr299,282
↓ -132,094
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹58 Cr397,378
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
4%₹54 Cr7,028,032
↑ 291,336
Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 532134
4%₹53 Cr2,143,196

9. 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% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2023 was 6.3% , 2022 was 3.7% and 2021 was 3.5% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (03 Dec 24) ₹38.2903 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹740 on 31 Oct 24
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio 1.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.28%
Effective Maturity 6 Years 3 Months 11 Days
Modified Duration 4 Years 1 Month 13 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,065
30 Nov 21₹11,467
30 Nov 22₹11,834
30 Nov 23₹12,547
30 Nov 24₹13,588

Sundaram Corporate Bond Fund SIP Returns

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

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Dec 24

DurationReturns
1 Month 0.7%
3 Month 2.1%
6 Month 4.4%
1 Year 8.5%
3 Year 5.9%
5 Year 6.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.3%
2022 3.7%
2021 3.5%
2020 11%
2019 11.3%
2018 4.8%
2017 5.4%
2016 11.7%
2015 8.7%
2014 14.9%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.27 Yr.
Sandeep Agarwal1 Jun 1212.43 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash6.13%
Debt93.51%
Other0.37%
Debt Sector Allocation
SectorValue
Corporate51.13%
Government42.38%
Cash Equivalent6.13%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
16%₹118 Cr11,500,000
↑ 5,000,000
Small Industries Development Bank Of India
Debentures | -
7%₹51 Cr5,000
Indian Railway Finance Corporation Limited
Debentures | -
5%₹40 Cr4,000
National Housing Bank
Debentures | -
5%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
Power Finance Corporation Ltd.
Debentures | -
3%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
3%₹25 Cr2,500
Rural Electrification Corporation Limited
Debentures | -
3%₹25 Cr2,500

10. Sundaram Banking & PSU Debt Fund

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

Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2023 was 6.8% , 2022 was 3% and 2021 was 2.9% .

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

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (03 Dec 24) ₹41.0361 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹335 on 31 Oct 24
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.34
Sharpe Ratio 1.76
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.27%
Effective Maturity 5 Years 4 Months 28 Days
Modified Duration 3 Years 7 Months 28 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,753
30 Nov 21₹11,091
30 Nov 22₹11,387
30 Nov 23₹12,123
30 Nov 24₹13,123

Sundaram Banking & PSU Debt Fund SIP Returns

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

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Dec 24

DurationReturns
1 Month 0.7%
3 Month 2.1%
6 Month 4.3%
1 Year 8.4%
3 Year 5.8%
5 Year 5.6%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.8%
2022 3%
2021 2.9%
2020 7.6%
2019 10.1%
2018 6.1%
2017 6.2%
2016 7.9%
2015 8.5%
2014 9.4%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava27 Jul 1014.27 Yr.
Sandeep Agarwal16 May 222.46 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 31 Oct 24

Asset Allocation
Asset ClassValue
Cash4.87%
Debt94.77%
Other0.36%
Debt Sector Allocation
SectorValue
Corporate49.6%
Government45.17%
Cash Equivalent4.87%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.10%Goi 08/04/2034
Sovereign Bonds | -
15%₹49 Cr4,800,000
↑ 1,500,000
Indian Oil Corporation Limited
Debentures | -
9%₹30 Cr300
Rural Electrification Corporation Limited
Debentures | -
8%₹25 Cr250
HDFC Bank Limited
Debentures | -
8%₹25 Cr2,500
National Housing Bank
Debentures | -
6%₹20 Cr2,000
Small Industries Development Bank Of India
Debentures | -
6%₹20 Cr200
Power Finance Corporation Limited
Debentures | -
6%₹20 Cr200
National Bank For Agriculture And Rural Development
Debentures | -
5%₹15 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹15 Cr150
Indian Railway Finance Corporation Limited
Debentures | -
4%₹15 Cr1,500

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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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