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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 January 26, 2020 , 3911 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 ₹194.231
↓ -0.94
₹1,056 100 4.68.617.914.47.715
Sundaram Financial Services Opportunities Fund Growth ₹47.7577
↑ 0.07
₹241 100 712.429.1148.526.4
Sundaram Large and Mid Cap Fund Growth ₹37.8445
↓ -0.15
₹1,016 100 4.814.119.313.810.310.3
Sundaram Rural and Consumption Fund Growth ₹44.4917
↓ -0.02
₹1,958 100 6.614.514.38.8112.7
Sundaram Global Advantage Fund Growth ₹18.3545
↓ -0.01
₹36 100 7.19.310.87.65.317.6
Sundaram Diversified Equity Fund Growth ₹104.707
↓ -0.72
₹2,578 250 4.8913.37.56.76.2
Sundaram Infrastructure Advantage Fund Growth ₹32.9565
↓ -0.24
₹530 100 6.5613.36.44.72.2
Sundaram Mid Cap Fund Growth ₹491.31
↓ -1.92
₹5,901 100 11.114.312.85.68-0.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20

1. 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 18.5% 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 (28 Jan 20) ₹194.231 ↓ -0.94   (-0.48 %)
Net Assets (Cr) ₹1,056 on 31 Dec 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 1.02
Information Ratio 0.27
Alpha Ratio 1.76
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
31 Dec 14₹10,000
31 Dec 15₹9,751
31 Dec 16₹9,812
31 Dec 17₹13,332
31 Dec 18₹13,487
31 Dec 19₹15,507

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 ₹367,070.
Net Profit of ₹67,070
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 28 Jan 20

DurationReturns
1 Month -0.2%
3 Month 4.6%
6 Month 8.6%
1 Year 17.9%
3 Year 14.4%
5 Year 7.7%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 15%
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
2010 12.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 163.23 Yr.

Data below for Sundaram Select Focus Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services47.05%
Energy10.51%
Industrials8.23%
Consumer Defensive7.56%
Consumer Cyclical6.32%
Basic Materials4.34%
Communication Services4.03%
Technology3.73%
Utility2.23%
Health Care1.67%
Asset Allocation
Asset ClassValue
Cash4.31%
Equity95.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹102 Cr1,896,082
↓ -63,835
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹99 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹91 Cr601,637
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
7%₹74 Cr566,190
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
7%₹71 Cr293,021
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹65 Cr863,592
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹55 Cr328,849
Treps
CBLO/Reverse Repo | -
4%₹45 Cr
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹44 Cr453,033
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹43 Cr934,695
↓ -35,514

2. 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 14.4% 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 (28 Jan 20) ₹47.7577 ↑ 0.07   (0.14 %)
Net Assets (Cr) ₹241 on 31 Dec 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 1.31
Information Ratio -2.11
Alpha Ratio 0.69
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
31 Dec 14₹10,000
31 Dec 15₹9,104
31 Dec 16₹10,271
31 Dec 17₹13,694
31 Dec 18₹13,192
31 Dec 19₹16,680

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 ₹376,357.
Net Profit of ₹76,357
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 28 Jan 20

DurationReturns
1 Month -2.3%
3 Month 7%
6 Month 12.4%
1 Year 29.1%
3 Year 14%
5 Year 8.5%
10 Year
15 Year
Since launch 14.4%
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 171.84 Yr.
Dwijendra Srivastava30 Dec 171.84 Yr.
Rahul Baijal1 Apr 190.58 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services95.36%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
22%₹49 Cr385,280
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
16%₹36 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
14%₹30 Cr132,428
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
9%₹20 Cr120,794
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹15 Cr202,926
Share Application Money Pending Allotment
Net Current Assets | -
5%₹11 Cr555,000
↑ 555,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
4%₹9 Cr276,328
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹9 Cr22,130
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
3%₹6 Cr45,268
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹6 Cr6,711

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 10.9% 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 (28 Jan 20) ₹37.8445 ↓ -0.15   (-0.41 %)
Net Assets (Cr) ₹1,016 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.53
Information Ratio 0.42
Alpha Ratio 4.1
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
31 Dec 14₹10,000
31 Dec 15₹10,346
31 Dec 16₹11,128
31 Dec 17₹15,146
31 Dec 18₹15,209
31 Dec 19₹16,777

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 2.4%
3 Month 4.8%
6 Month 14.1%
1 Year 19.3%
3 Year 13.8%
5 Year 10.3%
10 Year
15 Year
Since launch 10.9%
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 171.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services32.42%
Industrials15.01%
Consumer Cyclical12.88%
Basic Materials9.32%
Consumer Defensive6.25%
Energy5.62%
Health Care4.88%
Technology4.37%
Communication Services3.24%
Asset Allocation
Asset ClassValue
Cash7.03%
Equity92.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹58 Cr376,962
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
6%₹55 Cr1,079,411
↑ 52,229
Sundaram Overnight Dir Gr
Investment Fund | -
5%₹52 Cr497,249
↑ 113,248
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹46 Cr113,371
↑ 33,565
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹36 Cr280,206
↑ 10,772
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
4%₹36 Cr267,924
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
4%₹34 Cr250,268
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹32 Cr331,451
↑ 45,300
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
3%₹30 Cr203,671
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹29 Cr612,948

4. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% 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 (28 Jan 20) ₹44.4917 ↓ -0.02   (-0.04 %)
Net Assets (Cr) ₹1,958 on 31 Dec 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.02
Information Ratio -0.8
Alpha Ratio -6.15
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
31 Dec 14₹10,000
31 Dec 15₹10,631
31 Dec 16₹12,877
31 Dec 17₹17,859
31 Dec 18₹16,463
31 Dec 19₹16,910

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 5.3%
3 Month 6.6%
6 Month 14.5%
1 Year 14.3%
3 Year 8.8%
5 Year 11%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
2010 20.8%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 164 Yr.
S. Bharath25 Apr 181.69 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Defensive28.36%
Financial Services21.62%
Consumer Cyclical17.49%
Basic Materials16.19%
Industrials6.9%
Technology1.79%
Communication Services1.11%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity99.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹106 Cr550,000
↓ -20,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
4%₹86 Cr2,675,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
4%₹70 Cr3,000,000
↓ -100,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹66 Cr370,000
↓ -5,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹64 Cr900,000
↓ -5,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
3%₹62 Cr490,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹62 Cr645,000
↓ -5,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
3%₹62 Cr1,150,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹60 Cr2,504,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
3%₹59 Cr335,000
↓ -5,000

5. 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% 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 (27 Jan 20) ₹18.3545 ↓ -0.01   (-0.08 %)
Net Assets (Cr) ₹36 on 31 Dec 19
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 1.11
Information Ratio -0.96
Alpha Ratio -4.34
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
31 Dec 14₹10,000
31 Dec 15₹8,582
31 Dec 16₹9,681
31 Dec 17₹11,595
31 Dec 18₹10,657
31 Dec 19₹12,528

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 ₹349,120.
Net Profit of ₹49,120
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 28 Jan 20

DurationReturns
1 Month 1.2%
3 Month 7.1%
6 Month 9.3%
1 Year 10.8%
3 Year 7.6%
5 Year 5.3%
10 Year
15 Year
Since launch 5%
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 171.92 Yr.
Rohit Seksaria30 Dec 171.92 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical32.33%
Technology27%
Consumer Defensive13.77%
Communication Services12.77%
Financial Services5.58%
Industrials4.88%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
96%₹34 Cr4,742,490
↑ 4,742,490
Treps
CBLO/Reverse Repo | -
4%₹1 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

6. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% 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 (28 Jan 20) ₹104.707 ↓ -0.72   (-0.68 %)
Net Assets (Cr) ₹2,578 on 31 Dec 19
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.26
Information Ratio -0.97
Alpha Ratio -4.8
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,312
31 Dec 16₹11,017
31 Dec 17₹15,252
31 Dec 18₹13,633
31 Dec 19₹14,474

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 1.6%
3 Month 4.8%
6 Month 9%
1 Year 13.3%
3 Year 7.5%
5 Year 6.7%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
2012 34.5%
2011 -25.4%
2010 13.1%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S Krishnakumar1 Apr 154.75 Yr.
Dwijendra Srivastava30 Dec 172 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.56%
Industrials16.18%
Consumer Defensive8.19%
Consumer Cyclical7.86%
Energy7.53%
Basic Materials6.91%
Technology6.51%
Communication Services4.52%
Health Care1.53%
Utility1.04%
Asset Allocation
Asset ClassValue
Cash3.82%
Equity96.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹197 Cr3,839,029
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
6%₹171 Cr1,099,829
↑ 124,829
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹161 Cr1,260,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹109 Cr472,812
↑ 66,527
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹107 Cr1,448,372
↑ 131,957
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹105 Cr792,788
Reverse Repo
CBLO/Reverse Repo | -
3%₹91 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
3%₹84 Cr205,804
↑ 13,284
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
3%₹77 Cr562,791
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹73 Cr763,254
↑ 200,476

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 8.7% 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 (28 Jan 20) ₹32.9565 ↓ -0.24   (-0.74 %)
Net Assets (Cr) ₹530 on 31 Dec 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio 0.03
Information Ratio -0.67
Alpha Ratio -11.43
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
31 Dec 14₹10,000
31 Dec 15₹10,480
31 Dec 16₹10,425
31 Dec 17₹16,213
31 Dec 18₹12,664
31 Dec 19₹12,940

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 ₹340,450.
Net Profit of ₹40,450
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 28 Jan 20

DurationReturns
1 Month 5.4%
3 Month 6.5%
6 Month 6%
1 Year 13.3%
3 Year 6.4%
5 Year 4.7%
10 Year
15 Year
Since launch 8.7%
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 163.83 Yr.
Dwijendra Srivastava30 Dec 171.84 Yr.
S. Bharath1 Apr 190.58 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials57.06%
Basic Materials15.85%
Financial Services12%
Energy5.2%
Real Estate3.34%
Consumer Cyclical2.14%
Communication Services1.96%
Technology1.51%
Asset Allocation
Asset ClassValue
Cash0.94%
Equity99.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
7%₹36 Cr700,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹32 Cr395,000
↓ -2,683
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
5%₹29 Cr220,920
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
5%₹29 Cr340,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹26 Cr169,000
↑ 20,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
4%₹23 Cr410,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹22 Cr8,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹21 Cr397,537
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 522287
3%₹18 Cr400,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹17 Cr165,481

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 24.9% 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 (28 Jan 20) ₹491.31 ↓ -1.92   (-0.39 %)
Net Assets (Cr) ₹5,901 on 31 Dec 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -0.57
Alpha Ratio 1.33
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
31 Dec 14₹10,000
31 Dec 15₹11,115
31 Dec 16₹12,374
31 Dec 17₹17,420
31 Dec 18₹14,736
31 Dec 19₹14,692

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 ₹367,070.
Net Profit of ₹67,070
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 28 Jan 20

DurationReturns
1 Month 6.8%
3 Month 11.1%
6 Month 14.3%
1 Year 12.8%
3 Year 5.6%
5 Year 8%
10 Year
15 Year
Since launch 24.9%
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 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials23.17%
Financial Services19.49%
Consumer Cyclical16.09%
Basic Materials11.81%
Consumer Defensive9.18%
Health Care8.27%
Technology5.37%
Utility3.63%
Communication Services2.2%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹267 Cr3,329,880
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹240 Cr4,607,610
↓ -29,601
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹191 Cr68,623
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹171 Cr797,725
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹170 Cr1,180,742
↓ -5,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹164 Cr3,959,536
↓ -190,464
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹152 Cr2,103,148
↓ -100,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹151 Cr6,700,000
↓ -65,688
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹146 Cr16,376,618
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹143 Cr329,189

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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