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Best Sundaram SIP Mutual Funds 2022
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 2022. 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
(Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap 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 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 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 (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 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 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sundaram Small Cap Fund Growth ₹149.815
↑ 1.68 ₹2,044 100 15.1 0.6 1.3 28 9.3 60.3 Sundaram Mid Cap Fund Growth ₹749.852
↑ 17.50 ₹7,515 100 17.7 5.8 5 20.3 9.1 37.5 Sundaram Infrastructure Advantage Fund Growth ₹52.2907
↑ 0.82 ₹637 100 14.3 2 3.3 20 9.2 49.5 Sundaram Rural and Consumption Fund Growth ₹64.52
↑ 1.35 ₹1,247 100 17.6 13 10.4 17.2 9.6 19.3 Sundaram Large and Mid Cap Fund Growth ₹54.9285
↑ 1.19 ₹5,240 100 13.1 -1.2 -0.1 17.1 12.7 42.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Diversified Equity Fund Growth ₹151.731
↑ 3.41 ₹1,856 250 11.8 0.7 2 16.3 8.9 31.5 Sundaram Financial Services Opportunities Fund Growth ₹61.2697
↑ 1.62 ₹590 100 14.3 0.2 1.2 13.3 10.2 15.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Small Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 19 in Small Cap category. Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (04 Oct 22) ₹149.815 ↑ 1.68 (1.13 %) Net Assets (Cr) ₹2,044 on 31 Aug 22 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 0.26 Information Ratio -0.07 Alpha Ratio 1.32 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 Sep 17 ₹10,000 30 Sep 18 ₹8,166 30 Sep 19 ₹7,755 30 Sep 20 ₹8,118 30 Sep 21 ₹15,333 30 Sep 22 ₹15,594 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month 0.5% 3 Month 15.1% 6 Month 0.6% 1 Year 1.3% 3 Year 28% 5 Year 9.3% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% 2013 -5% 2012 44.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 0.67 Yr. Sudhir Kedia 1 Jan 22 0.67 Yr. Data below for Sundaram Small Cap Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Financial Services 23.03% Consumer Cyclical 20.97% Industrials 20.63% Technology 10.32% Health Care 7.03% Basic Materials 6.23% Consumer Defensive 4.35% Real Estate 1.75% Communication Services 1.7% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | 5002493% ₹69 Cr 362,000
↓ -10,310 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5111963% ₹66 Cr 1,046,412 KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | 5426513% ₹62 Cr 1,100,000 Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 5055333% ₹53 Cr 824,354 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004773% ₹53 Cr 3,440,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 5324972% ₹50 Cr 475,000
↑ 42,000 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 5407622% ₹49 Cr 218,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5175692% ₹48 Cr 327,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK2% ₹47 Cr 534,956 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX2% ₹40 Cr 314,000 2. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.9% since its launch. Ranked 13 in Mid Cap category. Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Oct 22) ₹749.852 ↑ 17.50 (2.39 %) Net Assets (Cr) ₹7,515 on 31 Aug 22 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.36 Information Ratio -1.36 Alpha Ratio -1.49 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 Sep 17 ₹10,000 30 Sep 18 ₹9,313 30 Sep 19 ₹9,164 30 Sep 20 ₹8,994 30 Sep 21 ₹14,592 30 Sep 22 ₹15,346 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -0.2% 3 Month 17.7% 6 Month 5.8% 1 Year 5% 3 Year 20.3% 5 Year 9.1% 10 Year 15 Year Since launch 23.9% Historical performance (Yearly) on absolute basis
Year Returns 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% 2013 4.6% 2012 38% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 1.52 Yr. Ratish Varier 24 Feb 21 1.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Consumer Cyclical 23.51% Financial Services 23.35% Industrials 15.69% Basic Materials 11.1% Health Care 8.05% Consumer Defensive 5.23% Technology 5.09% Utility 2.11% Real Estate 1.5% Communication Services 1.24% Energy 0.79% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER4% ₹298 Cr 979,509
↓ -91,955 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 5060763% ₹230 Cr 1,044,748
↑ 2,371 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹230 Cr 19,620,971
↑ 292,863 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹224 Cr 2,170,000
↓ -59,999 SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF3% ₹211 Cr 830,325 Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5328273% ₹201 Cr 39,369
↓ -1,661 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5325043% ₹197 Cr 461,113
↓ -6,263 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹197 Cr 1,400,441
↑ 33,266 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL3% ₹189 Cr 6,182,019
↓ -217,981 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON2% ₹188 Cr 4,604,878
↑ 415,830 3. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 10.2% since its launch. Return for 2021 was 49.5% , 2020 was 10.4% and 2019 was 2.2% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (04 Oct 22) ₹52.2907 ↑ 0.82 (1.60 %) Net Assets (Cr) ₹637 on 31 Aug 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio 0.5 Information Ratio 0.06 Alpha Ratio 0.87 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 Sep 17 ₹10,000 30 Sep 18 ₹8,986 30 Sep 19 ₹9,413 30 Sep 20 ₹8,539 30 Sep 21 ₹14,915 30 Sep 22 ₹15,574 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -1.6% 3 Month 14.3% 6 Month 2% 1 Year 3.3% 3 Year 20% 5 Year 9.2% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% 2013 -15.8% 2012 19.3% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 2.11 Yr. Ashish Aggarwal 1 Jan 22 0.67 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Industrials 44.35% Financial Services 10.69% Basic Materials 10.51% Utility 8.02% Energy 7.98% Communication Services 5.98% Consumer Cyclical 5.1% Real Estate 3.16% Asset Allocation
Asset Class Value Cash 4.21% Equity 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹59 Cr 304,418
↓ -4,469 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK7% ₹47 Cr 534,000
↓ -29,271 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹40 Cr 150,246 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹38 Cr 524,071
↓ -47,306 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹30 Cr 45,397
↑ 2,352 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325553% ₹21 Cr 1,303,466 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060763% ₹21 Cr 94,705
↓ -9,797 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | 5002493% ₹19 Cr 97,015 ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | 5000023% ₹16 Cr 50,011
↑ 5,668 Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | 5426522% ₹14 Cr 56,466 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12% since its launch. Ranked 2 in Sectoral category. Return for 2021 was 19.3% , 2020 was 13.5% and 2019 was 2.7% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (04 Oct 22) ₹64.52 ↑ 1.35 (2.13 %) Net Assets (Cr) ₹1,247 on 31 Aug 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.57 Information Ratio -0.33 Alpha Ratio -2.98 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 Sep 17 ₹10,000 30 Sep 18 ₹9,764 30 Sep 19 ₹10,193 30 Sep 20 ₹10,041 30 Sep 21 ₹14,426 30 Sep 22 ₹15,883 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month 1.9% 3 Month 17.6% 6 Month 13% 1 Year 10.4% 3 Year 17.2% 5 Year 9.6% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% 2013 -0.6% 2012 34.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 0.67 Yr. Ashish Aggarwal 1 Jan 22 0.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Consumer Cyclical 32.6% Consumer Defensive 32.25% Financial Services 13.2% Basic Materials 4.67% Industrials 2.76% Communication Services 2.73% Real Estate 2.36% Health Care 2.3% Technology 0.77% Asset Allocation
Asset Class Value Cash 6.34% Equity 93.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006968% ₹101 Cr 378,958
↑ 11,234 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹81 Cr 312,187 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL6% ₹79 Cr 762,989
↓ -23,505 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI6% ₹71 Cr 78,365
↓ -2,736 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK6% ₹69 Cr 461,466 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK5% ₹68 Cr 764,613 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON4% ₹55 Cr 1,341,890 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC4% ₹54 Cr 1,670,266 Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5328274% ₹49 Cr 9,596
↓ -546 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 5324323% ₹42 Cr 516,872
↓ -45,795 5. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 11.5% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2021 was 42.1% , 2020 was 7.6% and 2019 was 10.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (04 Oct 22) ₹54.9285 ↑ 1.19 (2.22 %) Net Assets (Cr) ₹5,240 on 31 Aug 22 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.08 Information Ratio -0.8 Alpha Ratio -4.02 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 Sep 17 ₹10,000 30 Sep 18 ₹10,780 30 Sep 19 ₹11,788 30 Sep 20 ₹11,225 30 Sep 21 ₹18,259 30 Sep 22 ₹18,194 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -1.3% 3 Month 13.1% 6 Month -1.2% 1 Year -0.1% 3 Year 17.1% 5 Year 12.7% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% 2013 -3% 2012 33.1% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 0.67 Yr. Ashish Aggarwal 1 Jan 22 0.67 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Financial Services 28.08% Consumer Cyclical 17.48% Industrials 13.92% Technology 8.11% Basic Materials 7.32% Consumer Defensive 5.86% Health Care 4.92% Energy 4.38% Utility 1.96% Real Estate 1.54% Communication Services 1.44% Asset Allocation
Asset Class Value Cash 5% Equity 95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK8% ₹399 Cr 4,495,006 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹230 Cr 870,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹197 Cr 1,323,852 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹191 Cr 1,279,690 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹144 Cr 746,883 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5329783% ₹140 Cr 82,672 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL3% ₹140 Cr 1,350,969 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹116 Cr 2,191,327 ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | 5000022% ₹105 Cr 321,054 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹103 Cr 1,371,950 6. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 17 ₹10,000 30 Sep 18 ₹10,960 30 Sep 19 ₹11,797 30 Sep 20 ₹11,503 30 Sep 21 ₹17,684 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 14 in ELSS category. Return for 2021 was 31.5% , 2020 was 9.9% and 2019 was 6.2% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (04 Oct 22) ₹151.731 ↑ 3.41 (2.30 %) Net Assets (Cr) ₹1,856 on 31 Aug 22 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.14 Sharpe Ratio 0.25 Information Ratio -0.7 Alpha Ratio 0.35 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 17 ₹10,000 30 Sep 18 ₹9,725 30 Sep 19 ₹10,060 30 Sep 20 ₹9,476 30 Sep 21 ₹14,922 30 Sep 22 ₹15,252 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -1.4% 3 Month 11.8% 6 Month 0.7% 1 Year 2% 3 Year 16.3% 5 Year 8.9% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% 2013 1.4% 2012 34.5% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 0.67 Yr. Rohit Seksaria 24 Feb 21 1.52 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Financial Services 40.91% Industrials 14.95% Consumer Cyclical 11.37% Technology 10.41% Consumer Defensive 5.58% Energy 4.86% Health Care 4.33% Basic Materials 4.23% Communication Services 2.16% Real Estate 0.94% Asset Allocation
Asset Class Value Cash 0.26% Equity 99.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK10% ₹181 Cr 2,040,000
↓ -42,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹109 Cr 736,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN5% ₹91 Cr 1,715,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹90 Cr 341,595 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹88 Cr 592,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹86 Cr 1,145,000
↓ -25,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹67 Cr 272,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004773% ₹63 Cr 4,089,762 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | 5426523% ₹57 Cr 229,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹53 Cr 165,000 8. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 23 in Sectoral category. Return for 2021 was 15.3% , 2020 was 2.7% and 2019 was 26.4% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (04 Oct 22) ₹61.2697 ↑ 1.62 (2.72 %) Net Assets (Cr) ₹590 on 31 Aug 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.63 Sharpe Ratio 0.09 Information Ratio 0.1 Alpha Ratio 2.4 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 Sep 17 ₹10,000 30 Sep 18 ₹9,473 30 Sep 19 ₹11,620 30 Sep 20 ₹9,534 30 Sep 21 ₹16,085 30 Sep 22 ₹16,082 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22 Duration Returns 1 Month -1.2% 3 Month 14.3% 6 Month 0.2% 1 Year 1.2% 3 Year 13.3% 5 Year 10.2% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% 2013 -12.4% 2012 47.1% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 4.67 Yr. Ashish Aggarwal 1 Jan 22 0.67 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 22
Equity Sector Allocation
Sector Value Financial Services 92.92% Asset Allocation
Asset Class Value Cash 7.08% Equity 92.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK20% ₹117 Cr 1,315,747
↑ 27,528 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹112 Cr 753,477 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN10% ₹57 Cr 1,064,198
↑ 12,784 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322158% ₹47 Cr 628,945 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC6% ₹34 Cr 140,418
↓ -60,000 Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 5321343% ₹19 Cr 1,458,342
↓ -24,616 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329782% ₹14 Cr 8,395
↓ -1,970 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN2% ₹14 Cr 175,507
↓ -36,933 Canara Bank (Financial Services)
Equity, Since 31 May 22 | 5324832% ₹12 Cr 517,013 Shriram City Union Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | SHRIRAMCIT2% ₹12 Cr 64,814
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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