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8 Best Sundaram SIP Mutual Funds 2020 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2020

Updated on July 8, 2020 , 6416 views

SIP or Systematic Investment plan is a method of investing in Mutual Fund schemes through small amounts. Here, instead of Investing a bulk of money at one time, you can invest regularly, every month or quarter. It is a great way to build a long-term savings habit.

sundaram

With a SIP you can plan your long-term Financial goals like retirement, marriage, purchase of house/car, etc. In Sundaram SIP Funds, you can invest an amount as low as INR 250 over a longer duration and attain these goals.

Why Invest in Sundaram SIP ?

Some of the benefits of investing in a SIP are:

  • Rupee cost averaging
  • Power of Compounding
  • Long-term saving habit
  • No need to time the market
  • Affordable & convenient

Investors planning to invest in a SIP, here are some of the best Sundaram SIP Mutual Funds for 2020. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.

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Best SIP Funds by Sundaram Mutual Funds for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Sundaram Select Focus Fund Growth ₹172.489
↓ -0.48
₹933 100 13.8-11.5-4.84.36.315
Sundaram Large and Mid Cap Fund Growth ₹31.2175
↓ -0.10
₹1,013 100 14.4-15.9-7.91.86.210.3
Sundaram Financial Services Opportunities Fund Growth ₹37.0723
↓ -0.67
₹193 100 13.6-23.6-14.9-0.74.826.4
Sundaram Rural and Consumption Fund Growth ₹38.6144
↓ -0.29
₹1,440 100 14.1-9.9-2.6-1.38.32.7
Sundaram Diversified Equity Fund Growth ₹87.0224
↓ -0.55
₹1,982 250 15.1-16-12-3.93.16.2
Sundaram Infrastructure Advantage Fund Growth ₹27.0954
↓ -0.06
₹381 100 20.1-16.2-16.8-5.80.62.2
Sundaram Mid Cap Fund Growth ₹394.975
↓ -2.81
₹4,562 100 14.9-15.9-11.7-6.12.7-0.3
Sundaram Small Cap Fund Growth ₹66.273
↓ -0.36
₹834 100 17.4-15.6-14.9-12.3-1.1-6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.1% since its launch.  Ranked 28 in Global category.  Return for 2019 was 17.6% , 2018 was -8.1% and 2017 was 19.8% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (09 Jul 20) ₹18.8939 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹37 on 30 Apr 20
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 0
Information Ratio -0.82
Alpha Ratio -0.31
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,385
30 Jun 17₹10,589
30 Jun 18₹11,752
30 Jun 19₹11,684
30 Jun 20₹12,967

Sundaram Global Advantage 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 Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month -1.1%
3 Month 11.1%
6 Month 3.2%
1 Year 13.8%
3 Year 7.9%
5 Year 6.8%
10 Year
15 Year
Since launch 5.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.6%
2018 -8.1%
2017 19.8%
2016 12.8%
2015 -14.2%
2014 -3.6%
2013 9.1%
2012 18.9%
2011 -1.9%
2010 10.8%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
S Krishnakumar30 Dec 172.5 Yr.
Rohit Seksaria30 Dec 172.5 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical35.06%
Technology28.6%
Communication Services12.78%
Consumer Defensive10.29%
Industrials3.68%
Financial Services3.57%
Asset Allocation
Asset ClassValue
Cash6.03%
Equity93.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
94%₹38 Cr5,251,006
↑ 207,254
Cash And Other Net Curent Assets
Net Current Assets | -
3%₹1 Cr
Treps
CBLO/Reverse Repo | -
2%₹1 Cr
Reverse Repo
CBLO/Reverse Repo | -
1%₹0 Cr

2. 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 17.2% 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 (10 Jul 20) ₹172.489 ↓ -0.48   (-0.28 %)
Net Assets (Cr) ₹933 on 30 Apr 20
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio -0.28
Information Ratio 0.18
Alpha Ratio 5.78
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,792
30 Jun 17₹11,749
30 Jun 18₹13,371
30 Jun 19₹14,647
30 Jun 20₹13,247

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 ₹357,992.
Net Profit of ₹57,992
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 9 Jul 20

DurationReturns
1 Month 4.5%
3 Month 13.8%
6 Month -11.5%
1 Year -4.8%
3 Year 4.3%
5 Year 6.3%
10 Year
15 Year
Since launch 17.2%
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 163.72 Yr.

Data below for Sundaram Select Focus Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services26.46%
Energy11.97%
Consumer Defensive10.8%
Technology9.9%
Communication Services8.36%
Consumer Cyclical8%
Health Care6.79%
Industrials5.94%
Utility4.52%
Basic Materials2.59%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹85 Cr498,696
↑ 60,998
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
8%₹83 Cr778,385
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
8%₹82 Cr1,458,293
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
7%₹67 Cr1,896,082
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹60 Cr811,943
↑ 95,267
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹51 Cr293,021
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
5%₹48 Cr503,783
NTPC Ltd (Utilities)
Equity, Since 31 Jul 15 | 532555
5%₹44 Cr4,608,995
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | HEROMOTOCO
4%₹41 Cr159,272
↑ 57,575
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹39 Cr178,588

3. 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 8.9% 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 (10 Jul 20) ₹31.2175 ↓ -0.10   (-0.33 %)
Net Assets (Cr) ₹1,013 on 30 Apr 20
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio -0.44
Information Ratio 0.11
Alpha Ratio -0.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,152
30 Jun 17₹12,747
30 Jun 18₹14,383
30 Jun 19₹15,428
30 Jun 20₹13,301

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 ₹357,992.
Net Profit of ₹57,992
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 9 Jul 20

DurationReturns
1 Month 5.5%
3 Month 14.4%
6 Month -15.9%
1 Year -7.9%
3 Year 1.8%
5 Year 6.2%
10 Year
15 Year
Since launch 8.9%
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 172.5 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services23.04%
Consumer Cyclical12.82%
Consumer Defensive12.77%
Health Care11.69%
Technology8.84%
Industrials8.54%
Energy8.49%
Basic Materials8.28%
Communication Services4.26%
Asset Allocation
Asset ClassValue
Cash1.24%
Equity98.74%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹70 Cr413,523
↑ 132,510
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹47 Cr847,919
↑ 86,997
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹43 Cr399,017
↑ 93,254
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500800
4%₹41 Cr1,053,460
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
3%₹37 Cr1,050,659
Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 19 | 500674
3%₹35 Cr43,860
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹33 Cr450,586
↑ 158,086
Cipla Ltd (Healthcare)
Equity, Since 31 Mar 20 | 500087
3%₹32 Cr500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹29 Cr361,451
Whirlpool of India Ltd (Technology)
Equity, Since 30 Apr 19 | 500238
3%₹29 Cr140,105

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 11.5% 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 (10 Jul 20) ₹37.0723 ↓ -0.67   (-1.78 %)
Net Assets (Cr) ₹193 on 30 Apr 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio -0.32
Information Ratio -1.89
Alpha Ratio -0.72
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,130
30 Jun 17₹12,974
30 Jun 18₹13,537
30 Jun 19₹15,526
30 Jun 20₹12,243

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 ₹340,450.
Net Profit of ₹40,450
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 9 Jul 20

DurationReturns
1 Month 8.6%
3 Month 13.6%
6 Month -23.6%
1 Year -14.9%
3 Year -0.7%
5 Year 4.8%
10 Year
15 Year
Since launch 11.5%
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 172.5 Yr.
Dwijendra Srivastava30 Dec 172.5 Yr.
Rahul Baijal1 Apr 191.25 Yr.
Rohit Seksaria30 Dec 172.5 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services95.37%
Asset Allocation
Asset ClassValue
Cash4.63%
Equity95.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
24%₹50 Cr464,912
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
15%₹32 Cr180,207
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
13%₹28 Cr787,588
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
6%₹13 Cr323,482
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹13 Cr94,180
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹6 Cr75,822
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN
3%₹6 Cr357,561
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN
3%₹6 Cr316,141
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹6 Cr9,946
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
2%₹5 Cr17,237

5. 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 10% 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 (10 Jul 20) ₹38.6144 ↓ -0.29   (-0.75 %)
Net Assets (Cr) ₹1,440 on 30 Apr 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio -0.41
Information Ratio -0.51
Alpha Ratio 1.91
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹12,033
30 Jun 17₹15,362
30 Jun 18₹16,133
30 Jun 19₹15,990
30 Jun 20₹14,610

Sundaram Rural and Consumption Fund SIP Returns

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

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 5.5%
3 Month 14.1%
6 Month -9.9%
1 Year -2.6%
3 Year -1.3%
5 Year 8.3%
10 Year
15 Year
Since launch 10%
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 164.5 Yr.
S. Bharath25 Apr 182.19 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Defensive33.97%
Financial Services20.22%
Consumer Cyclical18.79%
Basic Materials14.88%
Industrials6.47%
Technology1.75%
Communication Services0.37%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.44%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
8%₹112 Cr2,900,000
↓ -450,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
7%₹107 Cr490,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
4%₹57 Cr840,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
4%₹55 Cr325,000
↓ -7,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
3%₹51 Cr480,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
3%₹51 Cr1,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹51 Cr630,000
↓ -5,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹48 Cr2,000,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
3%₹44 Cr690,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Sep 14 | PGHH
3%₹43 Cr42,000

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 14.8% 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 (10 Jul 20) ₹87.0224 ↓ -0.55   (-0.63 %)
Net Assets (Cr) ₹1,982 on 30 Apr 20
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio -0.63
Information Ratio -1.38
Alpha Ratio -6.14
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,533
30 Jun 17₹13,094
30 Jun 18₹13,651
30 Jun 19₹13,932
30 Jun 20₹11,436

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 ₹331,978.
Net Profit of ₹31,978
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 9 Jul 20

DurationReturns
1 Month 6.3%
3 Month 15.1%
6 Month -16%
1 Year -12%
3 Year -3.9%
5 Year 3.1%
10 Year
15 Year
Since launch 14.8%
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 155.25 Yr.
Dwijendra Srivastava30 Dec 172.5 Yr.
Rohit Seksaria30 Dec 172.5 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services28.99%
Industrials11.63%
Consumer Defensive11.59%
Consumer Cyclical10.29%
Energy9.14%
Basic Materials8.99%
Health Care6.73%
Communication Services5.39%
Technology5.37%
Utility0.6%
Asset Allocation
Asset ClassValue
Cash0.98%
Equity99.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹153 Cr896,447
↑ 106,345
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹127 Cr1,193,850
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
4%₹92 Cr2,617,794
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹88 Cr1,569,232
↑ 85,589
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹83 Cr472,812
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
3%₹67 Cr305,792
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹63 Cr856,904
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹62 Cr652,837
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹62 Cr904,668
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹62 Cr763,254

7. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch.  Return for 2019 was 2.2% , 2018 was -21.9% and 2017 was 55.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (10 Jul 20) ₹27.0954 ↓ -0.06   (-0.20 %)
Net Assets (Cr) ₹381 on 30 Apr 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio -0.62
Information Ratio -0.96
Alpha Ratio -6.23
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,013
30 Jun 17₹12,504
30 Jun 18₹12,469
30 Jun 19₹13,322
30 Jun 20₹10,360

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20

DurationReturns
1 Month 6.4%
3 Month 20.1%
6 Month -16.2%
1 Year -16.8%
3 Year -5.8%
5 Year 0.6%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.2%
2018 -21.9%
2017 55.5%
2016 -0.5%
2015 4.8%
2014 57.6%
2013 -15.8%
2012 19.3%
2011 -39.7%
2010 5.1%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
S Krishnakumar1 Jan 164.5 Yr.
Dwijendra Srivastava30 Dec 172.5 Yr.
S. Bharath1 Apr 191.25 Yr.
Rohit Seksaria30 Dec 172.5 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Industrials52.07%
Basic Materials17.48%
Financial Services9.47%
Energy7.66%
Communication Services4.13%
Real Estate2.67%
Technology2.51%
Consumer Cyclical1.91%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
7%₹27 Cr160,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹24 Cr380,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
6%₹23 Cr7,800
↓ -100
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
6%₹23 Cr245,000
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹21 Cr590,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
5%₹20 Cr405,000
JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT
5%₹19 Cr135,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
4%₹18 Cr190,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹17 Cr300,020
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹15 Cr335,000
↓ -15,000

8. 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 22.7% 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 (10 Jul 20) ₹394.975 ↓ -2.81   (-0.71 %)
Net Assets (Cr) ₹4,562 on 30 Apr 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.57
Information Ratio -0.5
Alpha Ratio -3.09
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,908
30 Jun 17₹13,812
30 Jun 18₹14,383
30 Jun 19₹13,706
30 Jun 20₹11,435

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 ₹323,701.
Net Profit of ₹23,701
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 9 Jul 20

DurationReturns
1 Month 5.5%
3 Month 14.9%
6 Month -15.9%
1 Year -11.7%
3 Year -6.1%
5 Year 2.7%
10 Year
15 Year
Since launch 22.7%
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 127.67 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Industrials20.5%
Consumer Cyclical16.67%
Consumer Defensive13.79%
Financial Services13.35%
Basic Materials11.88%
Health Care10.9%
Technology5.27%
Utility2.53%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash3.55%
Equity96.43%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
5%₹254 Cr4,132,075
↓ -91,666
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 500800
5%₹245 Cr6,318,818
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹211 Cr3,314,880
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
4%₹193 Cr64,124
↓ -876
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹157 Cr755,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹139 Cr2,048,206
WABCO India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | WABCOINDIA
3%₹125 Cr181,075
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹124 Cr2,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
2%₹118 Cr2,996,356
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹117 Cr690,850

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in Sundaram AMC Fund Online?

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

  2. Complete your Registration and KYC Process

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

    Get Started

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