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Best Sundaram SIP Mutual Funds 2020
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.
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.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
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 Below is the key information for Sundaram Global Advantage Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 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 -4.8 4.3 6.3 15 Sundaram Large and Mid Cap Fund Growth ₹31.2175
↓ -0.10 ₹1,013 100 14.4 -15.9 -7.9 1.8 6.2 10.3 Sundaram Financial Services Opportunities Fund Growth ₹37.0723
↓ -0.67 ₹193 100 13.6 -23.6 -14.9 -0.7 4.8 26.4 Sundaram Rural and Consumption Fund Growth ₹38.6144
↓ -0.29 ₹1,440 100 14.1 -9.9 -2.6 -1.3 8.3 2.7 Sundaram Diversified Equity Fund Growth ₹87.0224
↓ -0.55 ₹1,982 250 15.1 -16 -12 -3.9 3.1 6.2 Sundaram Infrastructure Advantage Fund Growth ₹27.0954
↓ -0.06 ₹381 100 20.1 -16.2 -16.8 -5.8 0.6 2.2 Sundaram Mid Cap Fund Growth ₹394.975
↓ -2.81 ₹4,562 100 14.9 -15.9 -11.7 -6.1 2.7 -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 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Global Advantage Fund
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% . 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.
Date Value 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 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 30 Dec 17 2.5 Yr. Rohit Seksaria 30 Dec 17 2.5 Yr. Data below for Sundaram Global Advantage Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Consumer Cyclical 35.06% Technology 28.6% Communication Services 12.78% Consumer Defensive 10.29% Industrials 3.68% Financial Services 3.57% Asset Allocation
Asset Class Value Cash 6.03% Equity 93.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -94% ₹38 Cr 5,251,006
↑ 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
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% . 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.
Date Value 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 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure Rahul Baijal 10 Oct 16 3.72 Yr. Data below for Sundaram Select Focus Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 26.46% Energy 11.97% Consumer Defensive 10.8% Technology 9.9% Communication Services 8.36% Consumer Cyclical 8% Health Care 6.79% Industrials 5.94% Utility 4.52% Basic Materials 2.59% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹85 Cr 498,696
↑ 60,998 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK8% ₹83 Cr 778,385 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL8% ₹82 Cr 1,458,293
↑ 150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK7% ₹67 Cr 1,896,082 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY6% ₹60 Cr 811,943
↑ 95,267 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC5% ₹51 Cr 293,021 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT5% ₹48 Cr 503,783 NTPC Ltd (Utilities)
Equity, Since 31 Jul 15 | 5325555% ₹44 Cr 4,608,995 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | HEROMOTOCO4% ₹41 Cr 159,272
↑ 57,575 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5006964% ₹39 Cr 178,588 3. Sundaram Large and Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 30 Dec 17 2.5 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 23.04% Consumer Cyclical 12.82% Consumer Defensive 12.77% Health Care 11.69% Technology 8.84% Industrials 8.54% Energy 8.49% Basic Materials 8.28% Communication Services 4.26% Asset Allocation
Asset Class Value Cash 1.24% Equity 98.74% Other 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE6% ₹70 Cr 413,523
↑ 132,510 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹47 Cr 847,919
↑ 86,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹43 Cr 399,017
↑ 93,254 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5008004% ₹41 Cr 1,053,460 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹37 Cr 1,050,659 Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 19 | 5006743% ₹35 Cr 43,860 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹33 Cr 450,586
↑ 158,086 Cipla Ltd (Healthcare)
Equity, Since 31 Mar 20 | 5000873% ₹32 Cr 500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹29 Cr 361,451 Whirlpool of India Ltd (Technology)
Equity, Since 30 Apr 19 | 5002383% ₹29 Cr 140,105 4. Sundaram Financial Services Opportunities Fund
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% . 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.
Date Value 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 30 Dec 17 2.5 Yr. Dwijendra Srivastava 30 Dec 17 2.5 Yr. Rahul Baijal 1 Apr 19 1.25 Yr. Rohit Seksaria 30 Dec 17 2.5 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 95.37% Asset Allocation
Asset Class Value Cash 4.63% Equity 95.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK24% ₹50 Cr 464,912 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC15% ₹32 Cr 180,207 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹28 Cr 787,588 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322156% ₹13 Cr 323,482 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK6% ₹13 Cr 94,180 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹6 Cr 75,822 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN3% ₹6 Cr 357,561 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN3% ₹6 Cr 316,141 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹6 Cr 9,946 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000342% ₹5 Cr 17,237 5. Sundaram Rural and Consumption Fund
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% . 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.
Date Value 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 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 1 Jan 16 4.5 Yr. S. Bharath 25 Apr 18 2.19 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Consumer Defensive 33.97% Financial Services 20.22% Consumer Cyclical 18.79% Basic Materials 14.88% Industrials 6.47% Technology 1.75% Communication Services 0.37% Asset Allocation
Asset Class Value Cash 3.54% Equity 96.44% Other 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008008% ₹112 Cr 2,900,000
↓ -450,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006967% ₹107 Cr 490,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL4% ₹57 Cr 840,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008204% ₹55 Cr 325,000
↓ -7,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK3% ₹51 Cr 480,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M3% ₹51 Cr 1,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹51 Cr 630,000
↓ -5,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹48 Cr 2,000,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM3% ₹44 Cr 690,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Sep 14 | PGHH3% ₹43 Cr 42,000 6. Sundaram Diversified Equity Fund
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% . 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.
Date Value 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 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 1 Apr 15 5.25 Yr. Dwijendra Srivastava 30 Dec 17 2.5 Yr. Rohit Seksaria 30 Dec 17 2.5 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Financial Services 28.99% Industrials 11.63% Consumer Defensive 11.59% Consumer Cyclical 10.29% Energy 9.14% Basic Materials 8.99% Health Care 6.73% Communication Services 5.39% Technology 5.37% Utility 0.6% Asset Allocation
Asset Class Value Cash 0.98% Equity 99.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹153 Cr 896,447
↑ 106,345 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹127 Cr 1,193,850 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK4% ₹92 Cr 2,617,794 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹88 Cr 1,569,232
↑ 85,589 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹83 Cr 472,812 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5006963% ₹67 Cr 305,792 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹63 Cr 856,904 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹62 Cr 652,837 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹62 Cr 904,668 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹62 Cr 763,254 7. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 7% since its launch. Return for 2019 was 2.2% , 2018 was -21.9% and 2017 was 55.5% . 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 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.
Date Value 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 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 1 Jan 16 4.5 Yr. Dwijendra Srivastava 30 Dec 17 2.5 Yr. S. Bharath 1 Apr 19 1.25 Yr. Rohit Seksaria 30 Dec 17 2.5 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Industrials 52.07% Basic Materials 17.48% Financial Services 9.47% Energy 7.66% Communication Services 4.13% Real Estate 2.67% Technology 2.51% Consumer Cyclical 1.91% Asset Allocation
Asset Class Value Cash 1.9% Equity 98.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹27 Cr 160,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹24 Cr 380,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171746% ₹23 Cr 7,800
↓ -100 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221136% ₹23 Cr 245,000
↓ -15,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK5% ₹21 Cr 590,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060765% ₹20 Cr 405,000 JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT5% ₹19 Cr 135,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT4% ₹18 Cr 190,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹17 Cr 300,020 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹15 Cr 335,000
↓ -15,000 8. Sundaram Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jul 20 Duration Returns 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
Year Returns 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
Name Since Tenure S Krishnakumar 1 Nov 12 7.67 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 20
Equity Sector Allocation
Sector Value Industrials 20.5% Consumer Cyclical 16.67% Consumer Defensive 13.79% Financial Services 13.35% Basic Materials 11.88% Health Care 10.9% Technology 5.27% Utility 2.53% Communication Services 1.01% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.43% Other 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002515% ₹254 Cr 4,132,075
↓ -91,666 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5008005% ₹245 Cr 6,318,818 Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM4% ₹211 Cr 3,314,880 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171744% ₹193 Cr 64,124
↓ -876 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹157 Cr 755,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹139 Cr 2,048,206 WABCO India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | WABCOINDIA3% ₹125 Cr 181,075 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 5325143% ₹124 Cr 2,800,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹118 Cr 2,996,356 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200562% ₹117 Cr 690,850
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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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