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Best Sundaram SIP Mutual Funds 2019
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 2019. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on To achieve capital appreciation by investing in
units of overseas mutual funds and exchange
traded funds, domestic money market
instruments. Income generation may only be
a secondary objective. Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a Below is the key information for Sundaram Global Advantage Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on To generate consistent long-term returns by
investing predominantly in
equity/equity-related instruments of
companies engaged either directly or
indirectly in infrastructure- and infrastructure
related activities or expected to benefit from
the growth and development of infrastructure Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Sundaram Select Focus Fund Growth ₹185.29
↑ 1.40 ₹973 250 2.1 2.8 14.2 12.7 9.8 1.2 Sundaram Large and Mid Cap Fund Growth ₹36.1387
↑ 0.47 ₹721 250 6.9 4 16.5 12.5 13.2 0.4 Sundaram Financial Services Opportunities Fund Growth ₹44.0531
↑ 0.19 ₹180 250 0.3 6.8 25.5 11 12.2 -3.7 Sundaram Global Advantage Fund Growth ₹17.2019
↑ 0.06 ₹21 250 2.4 -0.1 4 7.2 3.4 -8.1 Sundaram Rural and Consumption Fund Growth ₹41.5644
↑ 0.34 ₹2,052 250 4.7 -0.9 9.5 5.8 13.4 -7.8 Sundaram Diversified Equity Fund Growth ₹100.211
↑ 0.92 ₹2,439 250 1.6 -2 8.7 5.2 9.6 -10.6 Sundaram Infrastructure Advantage Fund Growth ₹30.8998
↑ 0.37 ₹516 250 -3.6 -5.9 6.6 3.7 7.4 -21.9 Sundaram Mid Cap Fund Growth ₹445.591
↑ 6.26 ₹5,420 250 0.2 -4.7 2.8 1.6 10.6 -15.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19 1. Sundaram Select Focus Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 55 in Focused category. Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (18 Oct 19) ₹185.29 ↑ 1.40 (0.76 %) Net Assets (Cr) ₹973 on 31 Aug 19 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio -0.42 Information Ratio 0.3 Alpha Ratio 0.98 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹10,215 30 Sep 16 ₹10,716 30 Sep 17 ₹12,912 30 Sep 18 ₹14,152 30 Sep 19 ₹15,232 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 7.3% 3 Month 2.1% 6 Month 2.8% 1 Year 14.2% 3 Year 12.7% 5 Year 9.8% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 65.5% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 2.97 Yr. Data below for Sundaram Select Focus Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 43.54% Consumer Defensive 9.79% Industrials 9.67% Energy 8.74% Consumer Cyclical 6.16% Technology 4.61% Basic Materials 3.61% Communication Services 3.06% Health Care 3.01% Utility 2.1% Asset Allocation
Asset Class Value Cash 5.69% Equity 94.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK9% ₹96 Cr 778,385
↓ -17,133 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹88 Cr 660,302 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK8% ₹85 Cr 1,959,917
↑ 118,752 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT8% ₹80 Cr 545,020
↑ 162,770 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322156% ₹59 Cr 863,592 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC6% ₹58 Cr 293,021 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK5% ₹54 Cr 328,849 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5006964% ₹45 Cr 227,035
↑ 227,035 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY4% ₹41 Cr 512,622
↑ 119,836 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL3% ₹31 Cr 838,195 2. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 10.7% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (18 Oct 19) ₹36.1387 ↑ 0.47 (1.31 %) Net Assets (Cr) ₹721 on 31 Aug 19 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.85 Sharpe Ratio -0.7 Information Ratio 0.78 Alpha Ratio 3.52 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹11,233 30 Sep 16 ₹12,444 30 Sep 17 ₹15,008 30 Sep 18 ₹16,179 30 Sep 19 ₹17,692 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 11.3% 3 Month 6.9% 6 Month 4% 1 Year 16.5% 3 Year 12.5% 5 Year 13.2% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 67.8% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.75 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 28% Industrials 16.65% Consumer Cyclical 14.99% Basic Materials 14.03% Consumer Defensive 7.89% Health Care 4.82% Technology 4.24% Energy 3.65% Asset Allocation
Asset Class Value Cash 5.74% Equity 94.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Money Dir Gr
Investment Fund | -5% ₹40 Cr 9,822,917
↑ 9,822,917 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT5% ₹39 Cr 267,924 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5000344% ₹34 Cr 83,934 Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 5005504% ₹32 Cr 213,966 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹31 Cr 704,499
↓ -97,651 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO4% ₹30 Cr 68,364
↑ 5,129 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹29 Cr 236,928 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹29 Cr 217,494 Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 5094804% ₹29 Cr 663,774 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 5323433% ₹26 Cr 612,948 3. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14% since its launch. Ranked 23 in Sectoral category. Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (18 Oct 19) ₹44.0531 ↑ 0.19 (0.43 %) Net Assets (Cr) ₹180 on 31 Aug 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.98 Sharpe Ratio -0.01 Information Ratio -1.85 Alpha Ratio -5.37 Min Investment 100,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹11,280 30 Sep 16 ₹13,151 30 Sep 17 ₹15,547 30 Sep 18 ₹14,727 30 Sep 19 ₹18,066 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 8.9% 3 Month 0.3% 6 Month 6.8% 1 Year 25.5% 3 Year 11% 5 Year 12.2% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 71.6% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.58 Yr. Dwijendra Srivastava 30 Dec 17 1.58 Yr. Rahul Baijal 1 Apr 19 0.33 Yr. Rohit Seksaria 30 Dec 17 1.58 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Cash 4.71% Equity 96.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK25% ₹47 Cr 385,280 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK16% ₹30 Cr 700,154 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC12% ₹23 Cr 116,344
↑ 5,362 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK10% ₹20 Cr 120,794 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322157% ₹14 Cr 202,926 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹11 Cr 388,132 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000345% ₹9 Cr 22,130
↓ -3,171 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹6 Cr 6,711 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5407163% ₹5 Cr 40,481
↑ 14,000 Sundaram Money Dir Gr
Investment Fund | -2% ₹4 Cr 982,292
↑ 982,292 4. Sundaram Global Advantage Fund
CAGR/Annualized return of 4.6% since its launch. Ranked 28 in Global category. Return for 2018 was -8.1% , 2017 was 19.8% and 2016 was 12.8% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (17 Oct 19) ₹17.2019 ↑ 0.06 (0.35 %) Net Assets (Cr) ₹21 on 31 Aug 19 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.53 Sharpe Ratio -0.35 Information Ratio -0.76 Alpha Ratio -0.12 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹8,047 30 Sep 16 ₹9,406 30 Sep 17 ₹10,787 30 Sep 18 ₹11,465 30 Sep 19 ₹11,011 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 1.1% 3 Month 2.4% 6 Month -0.1% 1 Year 4% 3 Year 7.2% 5 Year 3.4% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 62.4% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.58 Yr. Rohit Seksaria 30 Dec 17 1.58 Yr. Data below for Sundaram Global Advantage Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 21.15% Technology 19.9% Real Estate 11.85% Consumer Cyclical 10.5% Consumer Defensive 5.98% Energy 4.48% Basic Materials 3.98% Industrials 3.52% Communication Services 2.17% Utility 1.83% Health Care 1.81% Asset Allocation
Asset Class Value Cash 12.66% Equity 87.28% Other 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fidelity Asia Focus A-Dis-USD
Investment Fund | -29% ₹6 Cr 94,335 Xtrackers MSCI EM Asia Swap ETF 1C
- | XMAI25% ₹5 Cr 15,880 Templeton Asian Growth A(Ydis)USD
Investment Fund | -15% ₹3 Cr 14,619 Treps
CBLO/Reverse Repo | -11% ₹2 Cr MS INVF Global Property I
Investment Fund | -10% ₹2 Cr 9,091 Xtrackers MSCI EM LA Swap ETF 1C
- | XMLA9% ₹2 Cr 5,884 Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 2 in Sectoral category. Return for 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (18 Oct 19) ₹41.5644 ↑ 0.34 (0.83 %) Net Assets (Cr) ₹2,052 on 31 Aug 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio -0.87 Information Ratio -0.5 Alpha Ratio -2.31 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹11,042 30 Sep 16 ₹14,719 30 Sep 17 ₹17,431 30 Sep 18 ₹17,020 30 Sep 19 ₹17,768 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 7.6% 3 Month 4.7% 6 Month -0.9% 1 Year 9.5% 3 Year 5.8% 5 Year 13.4% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 75.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 3.75 Yr. S. Bharath 25 Apr 18 1.43 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Consumer Defensive 27.01% Basic Materials 20.75% Financial Services 19.43% Consumer Cyclical 17.28% Industrials 4.66% Technology 3.37% Asset Allocation
Asset Class Value Cash 3.02% Equity 96.97% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006965% ₹114 Cr 575,000
↓ -25,000 City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB3% ₹68 Cr 3,100,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008203% ₹67 Cr 380,000 Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008003% ₹66 Cr 2,400,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M3% ₹66 Cr 1,200,000
↓ -50,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹63 Cr 2,504,000 Sundaram Money Dir Gr
Investment Fund | -3% ₹60 Cr 14,734,376
↑ 14,734,376 Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 5000433% ₹59 Cr 340,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC3% ₹58 Cr 2,250,000
↓ -250,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹57 Cr 913,529
↑ 73,529 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 14 in ELSS category. Return for 2018 was -10.6% , 2017 was 38.4% and 2016 was 6.8% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (18 Oct 19) ₹100.211 ↑ 0.92 (0.93 %) Net Assets (Cr) ₹2,439 on 31 Aug 19 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.91 Information Ratio -0.89 Alpha Ratio -3.98 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹10,917 30 Sep 16 ₹12,836 30 Sep 17 ₹15,074 30 Sep 18 ₹14,660 30 Sep 19 ₹15,165 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 7.7% 3 Month 1.6% 6 Month -2% 1 Year 8.7% 3 Year 5.2% 5 Year 9.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 72% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 4.33 Yr. Dwijendra Srivastava 30 Dec 17 1.58 Yr. Rohit Seksaria 30 Dec 17 1.58 Yr. Rahul Ranjan 1 Apr 19 0.33 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 37.16% Industrials 13.2% Consumer Cyclical 11.78% Technology 9.84% Basic Materials 9.65% Consumer Defensive 7.57% Energy 5.06% Health Care 1.45% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹192 Cr 4,428,605
↑ 480,884 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹181 Cr 1,476,444
↑ 225,250 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹130 Cr 975,551 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT5% ₹117 Cr 792,788 Treps
CBLO/Reverse Repo | -4% ₹107 Cr Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000344% ₹104 Cr 256,632
↓ -19,526 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹90 Cr 1,316,415 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹85 Cr 1,052,861
↑ 472,279 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC3% ₹80 Cr 406,285
↑ 96,191 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407163% ₹68 Cr 562,791
↑ 112,000 7. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 8.4% since its launch. Return for 2018 was -21.9% , 2017 was 55.5% and 2016 was -0.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (18 Oct 19) ₹30.8998 ↑ 0.37 (1.21 %) Net Assets (Cr) ₹516 on 31 Aug 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio -0.72 Information Ratio -0.6 Alpha Ratio -3.06 Min Investment 100,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹11,138 30 Sep 16 ₹12,145 30 Sep 17 ₹15,082 30 Sep 18 ₹13,553 30 Sep 19 ₹14,196 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 4.9% 3 Month -3.6% 6 Month -5.9% 1 Year 6.6% 3 Year 3.7% 5 Year 7.4% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 93.4% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S Krishnakumar 1 Jan 16 3.58 Yr. Dwijendra Srivastava 30 Dec 17 1.58 Yr. S. Bharath 1 Apr 19 0.33 Yr. Rohit Seksaria 30 Dec 17 1.58 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Industrials 50.3% Basic Materials 20.71% Financial Services 12.74% Technology 5% Energy 3.75% Real Estate 3.19% Consumer Cyclical 1.18% Asset Allocation
Asset Class Value Cash 1.96% Equity 98.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹31 Cr 710,000
↓ -11,969 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT6% ₹30 Cr 206,743 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM5% ₹30 Cr 397,683 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221135% ₹26 Cr 340,000
↓ -10,000 Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5060765% ₹25 Cr 410,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹23 Cr 8,000 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹21 Cr 397,537 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹20 Cr 160,000 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 5222874% ₹20 Cr 400,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX3% ₹19 Cr 165,481 8. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.7% since its launch. Ranked 13 in Mid Cap category. Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Oct 19) ₹445.591 ↑ 6.26 (1.42 %) Net Assets (Cr) ₹5,420 on 31 Aug 19 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -1.12 Information Ratio -0.14 Alpha Ratio 1.56 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 14 ₹10,000 30 Sep 15 ₹12,031 30 Sep 16 ₹14,545 30 Sep 17 ₹17,170 30 Sep 18 ₹15,990 30 Sep 19 ₹15,736 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Oct 19 Duration Returns 1 Month 5.7% 3 Month 0.2% 6 Month -4.7% 1 Year 2.8% 3 Year 1.6% 5 Year 10.6% 10 Year 15 Year Since launch 24.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2009 114.6% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 6.75 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 19
Equity Sector Allocation
Sector Value Financial Services 19.57% Consumer Cyclical 18.5% Industrials 17.5% Basic Materials 14.35% Consumer Defensive 7.92% Technology 7.17% Health Care 6.98% Utility 3.49% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.29% Other 0.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM5% ₹262 Cr 3,487,781 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002514% ₹225 Cr 4,642,211
↓ -18,590 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171744% ₹206 Cr 71,710
↓ -13 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹165 Cr 1,185,742 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL3% ₹151 Cr 7,143,207
↓ -428,368 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹151 Cr 797,725
↑ 12,725 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹148 Cr 16,376,618
↑ 1,140,000 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 5325143% ₹145 Cr 4,155,000 Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER3% ₹144 Cr 329,189
↑ 39,189 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200562% ₹143 Cr 688,350
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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