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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 March 25, 2020 , 4964 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 Global Advantage Fund Growth ₹16.2237
↑ 0.49
₹35 100 -10.4-2.9-1.93.52.717.6
Sundaram Select Focus Fund Growth ₹141.605
↓ -0.23
₹1,046 100 -27.2-22.9-19.90.92.515
Sundaram Large and Mid Cap Fund Growth ₹25.705
↓ -0.41
₹1,167 100 -30.4-27.4-24.1-2.1310.3
Sundaram Financial Services Opportunities Fund Growth ₹32.1678
↑ 0.16
₹235 100 -34.2-27.6-20.8-2.12.626.4
Sundaram Rural and Consumption Fund Growth ₹31.4958
↓ -0.29
₹1,816 100 -25.5-24-23.5-4.45.12.7
Sundaram Diversified Equity Fund Growth ₹71.3024
↓ -0.49
₹2,452 250 -30.8-28.4-28.7-7-0.16.2
Sundaram Mid Cap Fund Growth ₹330.103
↓ -1.06
₹5,952 100 -28.2-26-28.7-8.90.6-0.3
Sundaram Infrastructure Advantage Fund Growth ₹21.3585
↑ 0.04
₹507 100 -31.7-32.1-33.5-9.8-32.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 20

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 3.9% 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 (26 Mar 20) ₹16.2237 ↑ 0.49   (3.13 %)
Net Assets (Cr) ₹35 on 29 Feb 20
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio -0.22
Information Ratio -0.86
Alpha Ratio -2.51
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
28 Feb 15₹10,000
29 Feb 16₹8,437
28 Feb 17₹10,171
28 Feb 18₹12,015
28 Feb 19₹11,754
29 Feb 20₹11,735

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 ₹323,701.
Net Profit of ₹23,701
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 26 Mar 20

DurationReturns
1 Month -7.4%
3 Month -10.4%
6 Month -2.9%
1 Year -1.9%
3 Year 3.5%
5 Year 2.7%
10 Year
15 Year
Since launch 3.9%
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 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Global Advantage Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Consumer Cyclical34.36%
Technology26.34%
Communication Services12.26%
Consumer Defensive11.96%
Financial Services4.84%
Industrials4.68%
Asset Allocation
Asset ClassValue
Cash5.56%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
94%₹33 Cr4,858,995
Treps
Net Current Assets | -
6%₹2 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹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 16.2% 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 (27 Mar 20) ₹141.605 ↓ -0.23   (-0.16 %)
Net Assets (Cr) ₹1,046 on 29 Feb 20
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.79
Information Ratio 0.67
Alpha Ratio 7.11
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
28 Feb 15₹10,000
29 Feb 16₹8,124
28 Feb 17₹10,054
28 Feb 18₹12,327
28 Feb 19₹12,501
29 Feb 20₹14,060

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 ₹323,701.
Net Profit of ₹23,701
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 26 Mar 20

DurationReturns
1 Month -26.1%
3 Month -27.2%
6 Month -22.9%
1 Year -19.9%
3 Year 0.9%
5 Year 2.5%
10 Year
15 Year
Since launch 16.2%
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 163.23 Yr.

Data below for Sundaram Select Focus Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services42.32%
Energy10.53%
Consumer Defensive6.91%
Consumer Cyclical6.82%
Industrials6.72%
Communication Services4.52%
Technology4.39%
Basic Materials3.81%
Utility3.2%
Health Care1.96%
Asset Allocation
Asset ClassValue
Cash8.79%
Equity91.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹94 Cr1,896,082
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹92 Cr778,385
Treps
CBLO/Reverse Repo | -
9%₹89 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹80 Cr601,637
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹64 Cr293,021
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹58 Cr826,530
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
5%₹54 Cr458,690
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹47 Cr904,544
↑ 61,646
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹46 Cr628,481
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹46 Cr282,693

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 7.5% 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 (27 Mar 20) ₹25.705 ↓ -0.41   (-1.56 %)
Net Assets (Cr) ₹1,167 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.68
Information Ratio 0.88
Alpha Ratio 6.84
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
28 Feb 15₹10,000
29 Feb 16₹8,801
28 Feb 17₹11,657
28 Feb 18₹14,237
28 Feb 19₹14,046
29 Feb 20₹15,774

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 ₹331,978.
Net Profit of ₹31,978
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 26 Mar 20

DurationReturns
1 Month -30.5%
3 Month -30.4%
6 Month -27.4%
1 Year -24.1%
3 Year -2.1%
5 Year 3%
10 Year
15 Year
Since launch 7.5%
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 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services31.6%
Industrials13.22%
Consumer Cyclical12.28%
Basic Materials12.07%
Consumer Defensive9.92%
Health Care4.86%
Energy4.65%
Communication Services4.18%
Technology2.48%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹52 Cr980,808
↓ -309,583
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹43 Cr99,340
↓ -14,031
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500770
4%₹42 Cr562,413
↑ 197,200
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK
4%₹41 Cr4,493,773
↑ 1,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹41 Cr290,060
↓ -86,902
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
3%₹37 Cr267,924
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
3%₹37 Cr297,763
↓ -15,231
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 18 | APOLLOHOSP
3%₹36 Cr217,559
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 532432
3%₹36 Cr573,511
↑ 182,312
Voltas Ltd (Industrials)
Equity, Since 31 Jan 18 | VOLTAS
3%₹34 Cr486,091
↑ 25,000

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 10.4% 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 (27 Mar 20) ₹32.1678 ↑ 0.16   (0.49 %)
Net Assets (Cr) ₹235 on 29 Feb 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 1.06
Information Ratio -2.14
Alpha Ratio 1.25
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
28 Feb 15₹10,000
29 Feb 16₹7,301
28 Feb 17₹11,330
28 Feb 18₹12,961
28 Feb 19₹12,375
29 Feb 20₹15,148

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 ₹323,701.
Net Profit of ₹23,701
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 26 Mar 20

DurationReturns
1 Month -31.1%
3 Month -34.2%
6 Month -27.6%
1 Year -20.8%
3 Year -2.1%
5 Year 2.6%
10 Year
15 Year
Since launch 10.4%
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 172 Yr.
Dwijendra Srivastava30 Dec 172 Yr.
Rahul Baijal1 Apr 190.75 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services95.34%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
22%₹55 Cr445,735
↑ 27,175
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹37 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
14%₹35 Cr145,403
↑ 12,975
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
10%₹24 Cr323,482
↑ 10,065
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
8%₹20 Cr120,794
Treps
CBLO/Reverse Repo | -
5%₹12 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹10 Cr22,130
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
3%₹8 Cr242,624
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | LICHSGFIN
3%₹8 Cr176,148
↑ 35,644
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹8 Cr75,822

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 8.6% 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 (27 Mar 20) ₹31.4958 ↓ -0.29   (-0.90 %)
Net Assets (Cr) ₹1,816 on 29 Feb 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.48
Information Ratio -0.19
Alpha Ratio 4.96
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
28 Feb 15₹10,000
29 Feb 16₹9,008
28 Feb 17₹13,696
28 Feb 18₹16,293
28 Feb 19₹15,075
29 Feb 20₹16,479

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 ₹349,120.
Net Profit of ₹49,120
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 26 Mar 20

DurationReturns
1 Month -28.3%
3 Month -25.5%
6 Month -24%
1 Year -23.5%
3 Year -4.4%
5 Year 5.1%
10 Year
15 Year
Since launch 8.6%
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 29 Feb 20

Equity Sector Allocation
SectorValue
Consumer Defensive29.37%
Financial Services22.18%
Consumer Cyclical17.08%
Basic Materials15.64%
Industrials7.71%
Technology1.51%
Communication Services1.21%
Asset Allocation
Asset ClassValue
Cash1.11%
Equity98.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹115 Cr530,000
↓ -5,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹93 Cr2,675,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
4%₹70 Cr865,000
↓ -20,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹62 Cr2,900,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹62 Cr346,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹61 Cr2,195,000
↓ -155,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
3%₹58 Cr490,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
3%₹57 Cr1,140,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹56 Cr630,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541770
3%₹56 Cr660,000

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 13.9% 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 (27 Mar 20) ₹71.3024 ↓ -0.49   (-0.69 %)
Net Assets (Cr) ₹2,452 on 29 Feb 20
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.15
Information Ratio -0.8
Alpha Ratio -0.04
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 15₹10,000
29 Feb 16₹8,231
28 Feb 17₹11,748
28 Feb 18₹13,903
28 Feb 19₹12,665
29 Feb 20₹13,232

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 .
Net Profit of
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 26 Mar 20

DurationReturns
1 Month -30%
3 Month -30.8%
6 Month -28.4%
1 Year -28.7%
3 Year -7%
5 Year -0.1%
10 Year
15 Year
Since launch 13.9%
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 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services35.2%
Industrials16.24%
Consumer Defensive9.77%
Consumer Cyclical9.25%
Basic Materials8.51%
Energy6.77%
Technology6.23%
Communication Services5.14%
Health Care1.86%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹155 Cr1,260,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹149 Cr2,842,794
↓ -996,235
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹132 Cr932,087
↓ -167,742
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹114 Cr472,812
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹109 Cr792,788
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹106 Cr1,448,372
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
3%₹85 Cr194,847
↓ -10,957
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹76 Cr763,254
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹69 Cr904,668
↓ -6,693
Siemens Ltd (Industrials)
Equity, Since 31 Mar 17 | 500550
3%₹67 Cr444,000

7. 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 21.9% 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 (27 Mar 20) ₹330.103 ↓ -1.06   (-0.32 %)
Net Assets (Cr) ₹5,952 on 29 Feb 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio 0.36
Information Ratio -0.12
Alpha Ratio 4.56
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
28 Feb 15₹10,000
29 Feb 16₹8,739
28 Feb 17₹12,982
28 Feb 18₹15,581
28 Feb 19₹13,147
29 Feb 20₹14,190

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 ₹307,716.
Net Profit of ₹7,716
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 26 Mar 20

DurationReturns
1 Month -31.7%
3 Month -28.2%
6 Month -26%
1 Year -28.7%
3 Year -8.9%
5 Year 0.6%
10 Year
15 Year
Since launch 21.9%
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 127.17 Yr.

Data below for Sundaram Mid Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Industrials23.25%
Financial Services17.86%
Consumer Cyclical16.58%
Basic Materials11.83%
Consumer Defensive9.19%
Health Care7.86%
Technology5.59%
Utility3.67%
Communication Services2.17%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹259 Cr3,314,880
↓ -15,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹254 Cr4,301,519
↓ -148,481
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹188 Cr758,500
↓ -12,535
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹187 Cr66,918
↓ -1,705
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹186 Cr1,119,859
↓ -60,883
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹175 Cr3,450,000
↓ -499,485
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 500800
3%₹170 Cr4,434,398
↑ 90,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹157 Cr2,048,206
↓ -54,942
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
2%₹154 Cr6,600,000
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹153 Cr688,350

8. 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 5.4% 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 (27 Mar 20) ₹21.3585 ↑ 0.04   (0.21 %)
Net Assets (Cr) ₹507 on 29 Feb 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio 0.13
Information Ratio -0.48
Alpha Ratio 0.67
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
28 Feb 15₹10,000
29 Feb 16₹7,921
28 Feb 17₹10,848
28 Feb 18₹13,978
28 Feb 19₹11,369
29 Feb 20₹11,828

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%

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 26 Mar 20

DurationReturns
1 Month -32.8%
3 Month -31.7%
6 Month -32.1%
1 Year -33.5%
3 Year -9.8%
5 Year -3%
10 Year
15 Year
Since launch 5.4%
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 Yr.
Dwijendra Srivastava30 Dec 172 Yr.
S. Bharath1 Apr 190.75 Yr.
Rohit Seksaria30 Dec 172 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Industrials55.34%
Basic Materials18.23%
Financial Services10.58%
Energy5.31%
Real Estate3.7%
Communication Services2.35%
Consumer Cyclical2.01%
Technology1.67%
Asset Allocation
Asset ClassValue
Cash0.8%
Equity99.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹34 Cr650,000
↓ -50,000
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
6%₹32 Cr325,000
↓ -15,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹31 Cr395,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
6%₹30 Cr220,920
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
5%₹26 Cr410,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹24 Cr169,000
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%₹19 Cr390,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 532929
4%₹19 Cr810,000
JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT
3%₹19 Cr135,000

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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