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Best Sundaram SIP Mutual Funds 2024
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 2024. 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 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 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 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 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 (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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Infrastructure Advantage Fund Growth ₹83.7744
↑ 0.18 ₹865 100 10 26.9 57.3 28.5 20.5 41.7 Sundaram Small Cap Fund Growth ₹225.445
↑ 0.38 ₹3,056 100 2.6 15.6 51 27.7 21.9 45.3 Sundaram Mid Cap Fund Growth ₹1,116.98
↓ -0.70 ₹10,262 100 4.9 21.4 53.4 25.4 18.9 40.4 Sundaram Financial Services Opportunities Fund Growth ₹88.7186
↓ -0.45 ₹1,150 100 -0.4 13.1 34.9 19.8 16.4 31.1 Sundaram Large and Mid Cap Fund Growth ₹73.4706
↓ -0.12 ₹6,118 100 3.5 16.5 36.7 19.4 16.1 26.8 Sundaram Rural and Consumption Fund Growth ₹81.7245
↑ 0.03 ₹1,365 100 -0.1 8 35.2 18.7 14.1 30.2 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 ₹192.852
↓ -1.09 ₹1,604 250 1 11 27.1 16.9 13.5 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.1% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (16 Apr 24) ₹83.7744 ↑ 0.18 (0.22 %) Net Assets (Cr) ₹865 on 29 Feb 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.55 Sharpe Ratio 3.29 Information Ratio 0.01 Alpha Ratio 5.2 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 31 Mar 19 ₹10,000 31 Mar 20 ₹6,574 31 Mar 21 ₹12,279 31 Mar 22 ₹15,272 31 Mar 23 ₹16,026 31 Mar 24 ₹25,024 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.3% 3 Month 10% 6 Month 26.9% 1 Year 57.3% 3 Year 28.5% 5 Year 20.5% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 2.1% 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 3.69 Yr. Ashish Aggarwal 1 Jan 22 2.25 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 41.59% Energy 12.25% Utility 11.74% Basic Materials 10.33% Financial Services 6.05% Communication Services 5.74% Technology 3.52% Consumer Cyclical 2.56% Real Estate 2.21% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹76 Cr 218,850 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹65 Cr 224,000
↑ 6,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹54 Cr 1,600,000
↓ -110,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹50 Cr 442,000
↓ -12,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹38 Cr 38,000
↓ -2,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹26 Cr 1,254,485
↓ -45,515 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹21 Cr 753,333 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB2% ₹19 Cr 52,000
↓ -5,000 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹19 Cr 36,600 ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB2% ₹18 Cr 33,000 2. Sundaram Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (16 Apr 24) ₹225.445 ↑ 0.38 (0.17 %) Net Assets (Cr) ₹3,056 on 29 Feb 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 3.4 Information Ratio -0.22 Alpha Ratio 2.2 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 31 Mar 19 ₹10,000 31 Mar 20 ₹6,221 31 Mar 21 ₹12,589 31 Mar 22 ₹17,263 31 Mar 23 ₹17,238 31 Mar 24 ₹25,783 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.3% 3 Month 2.6% 6 Month 15.6% 1 Year 51% 3 Year 27.7% 5 Year 21.9% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.25 Yr. Rohit Seksaria 1 Nov 22 1.42 Yr. Data below for Sundaram Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 27.33% Industrials 15.64% Consumer Cyclical 12.21% Technology 10.91% Health Care 8.37% Basic Materials 6.3% Consumer Defensive 4.76% Real Estate 3.5% Communication Services 2.19% Utility 1.36% Asset Allocation
Asset Class Value Cash 4.84% Equity 95.16% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹89 Cr 235,807
↓ -28,904 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹85 Cr 1,102,494 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹85 Cr 232,356
↓ -16,214 Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -3% ₹79 Cr 1,441,430
↑ 222,355 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹79 Cr 244,791
↓ -23,789 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹74 Cr 700,492 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹71 Cr 350,728 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5328102% ₹70 Cr 1,754,986 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹65 Cr 1,682,672
↑ 81,278 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹64 Cr 410,580 3. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.3% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (16 Apr 24) ₹1,116.98 ↓ -0.70 (-0.06 %) Net Assets (Cr) ₹10,262 on 29 Feb 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 3.06 Information Ratio -0.84 Alpha Ratio 1.02 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 31 Mar 19 ₹10,000 31 Mar 20 ₹7,000 31 Mar 21 ₹12,235 31 Mar 22 ₹14,812 31 Mar 23 ₹15,184 31 Mar 24 ₹23,375 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 5% 3 Month 4.9% 6 Month 21.4% 1 Year 53.4% 3 Year 25.4% 5 Year 18.9% 10 Year 15 Year Since launch 24.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.1 Yr. Ratish Varier 24 Feb 21 3.1 Yr. Data below for Sundaram Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 23.15% Industrials 20.07% Consumer Cyclical 18.03% Health Care 11.31% Basic Materials 7.55% Technology 6.2% Utility 3.03% Real Estate 2.02% Consumer Defensive 1.72% Energy 1.14% Communication Services 1.11% Asset Allocation
Asset Class Value Cash 4.4% Equity 95.33% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328104% ₹404 Cr 10,093,505 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹343 Cr 1,254,035
↓ -100,965 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹338 Cr 22,464,962
↑ 344,567 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹333 Cr 856,810
↓ -20,974 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹331 Cr 8,345,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹319 Cr 914,499 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹243 Cr 5,951,000
↓ -164,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN2% ₹235 Cr 962,560
↓ -258,992 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹233 Cr 270,000 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329552% ₹229 Cr 5,191,133 4. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 23 in Sectoral category. Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (16 Apr 24) ₹88.7186 ↓ -0.45 (-0.51 %) Net Assets (Cr) ₹1,150 on 29 Feb 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.52 Sharpe Ratio 2.41 Information Ratio 1.65 Alpha Ratio 20.12 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 31 Mar 19 ₹10,000 31 Mar 20 ₹7,505 31 Mar 21 ₹12,829 31 Mar 22 ₹14,075 31 Mar 23 ₹15,482 31 Mar 24 ₹21,364 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 2.9% 3 Month -0.4% 6 Month 13.1% 1 Year 34.9% 3 Year 19.8% 5 Year 16.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 6.25 Yr. Ashish Aggarwal 1 Jan 22 2.25 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 91.29% Asset Allocation
Asset Class Value Cash 4.28% Equity 95.3% Debt 0.42% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK18% ₹205 Cr 1,947,036
↓ -55,120 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK15% ₹174 Cr 1,237,369 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹106 Cr 983,392
↑ 21,506 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹80 Cr 1,071,439
↓ -76,013 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5328105% ₹61 Cr 1,529,956
↓ -76,569 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG4% ₹46 Cr 440,354 Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -4% ₹46 Cr 840,477 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹46 Cr 70,227
↑ 12,887 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹43 Cr 178,174 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | 5432433% ₹39 Cr 3,943,039
↑ 224,752 5. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (16 Apr 24) ₹73.4706 ↓ -0.12 (-0.16 %) Net Assets (Cr) ₹6,118 on 29 Feb 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 2.09 Information Ratio -0.95 Alpha Ratio -7.42 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 31 Mar 19 ₹10,000 31 Mar 20 ₹7,440 31 Mar 21 ₹12,711 31 Mar 22 ₹15,797 31 Mar 23 ₹15,255 31 Mar 24 ₹21,142 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 4% 3 Month 3.5% 6 Month 16.5% 1 Year 36.7% 3 Year 19.4% 5 Year 16.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.8% 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.25 Yr. Ashish Aggarwal 1 Jan 22 2.25 Yr. Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.86% Industrials 16.24% Consumer Cyclical 15.08% Health Care 9.65% Technology 9.2% Consumer Defensive 5.78% Basic Materials 5.46% Energy 4.45% Communication Services 2.66% Utility 1.92% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 1.21% Equity 98.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹281 Cr 2,670,000
↓ -70,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹275 Cr 1,960,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹254 Cr 870,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹177 Cr 2,360,000
↑ 215,597 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹160 Cr 460,961 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹142 Cr 850,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹118 Cr 1,100,000
↓ -70,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹115 Cr 6,943,496 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 21 | TCS2% ₹114 Cr 278,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA2% ₹113 Cr 715,000 6. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 2 in Sectoral category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (16 Apr 24) ₹81.7245 ↑ 0.03 (0.04 %) Net Assets (Cr) ₹1,365 on 29 Feb 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 2.64 Information Ratio -0.39 Alpha Ratio 6.7 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 31 Mar 19 ₹10,000 31 Mar 20 ₹7,585 31 Mar 21 ₹11,777 31 Mar 22 ₹13,297 31 Mar 23 ₹14,088 31 Mar 24 ₹19,371 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 3.7% 3 Month -0.1% 6 Month 8% 1 Year 35.2% 3 Year 18.7% 5 Year 14.1% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.25 Yr. Ashish Aggarwal 1 Jan 22 2.25 Yr. Data below for Sundaram Rural and Consumption Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Consumer Cyclical 40.64% Consumer Defensive 34.15% Communication Services 10.81% Basic Materials 4.08% Health Care 3.04% Financial Services 2.82% Real Estate 1.93% Technology 0.71% Asset Allocation
Asset Class Value Cash 1.83% Equity 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹122 Cr 2,991,251
↑ 541,591 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL8% ₹111 Cr 987,983
↑ 86,054 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL7% ₹98 Cr 2,458,046 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹97 Cr 401,782
↑ 20,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹93 Cr 255,389 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M6% ₹79 Cr 407,736 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N4% ₹56 Cr 480,998
↓ -19,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹56 Cr 49,344
↓ -14,359 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹50 Cr 246,492 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹44 Cr 169,170 7. 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 31 Mar 19 ₹10,000 31 Mar 20 ₹7,907 31 Mar 21 ₹12,721 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 14 in ELSS category. Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (16 Apr 24) ₹192.852 ↓ -1.09 (-0.56 %) Net Assets (Cr) ₹1,604 on 29 Feb 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 1.8 Information Ratio -0.84 Alpha Ratio -6.91 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,025 31 Mar 21 ₹11,948 31 Mar 22 ₹14,410 31 Mar 23 ₹14,566 31 Mar 24 ₹19,063 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 1.2% 3 Month 1% 6 Month 11% 1 Year 27.1% 3 Year 16.9% 5 Year 13.5% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 2.25 Yr. Rohit Seksaria 24 Feb 21 3.1 Yr. Data below for Sundaram Diversified Equity Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 35.48% Technology 11.16% Consumer Defensive 10.16% Industrials 9.98% Consumer Cyclical 8.5% Energy 8.38% Health Care 6.37% Basic Materials 6.32% Communication Services 2.78% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 0.43% Equity 99.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE8% ₹134 Cr 460,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹130 Cr 929,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹112 Cr 1,066,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹73 Cr 436,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA4% ₹61 Cr 388,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹54 Cr 156,446 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹52 Cr 483,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹47 Cr 114,734 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹47 Cr 626,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS3% ₹43 Cr 457,000
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?
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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