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8 Best Sundaram SIP Mutual Funds 2023 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2023

Updated on June 5, 2023 , 14831 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:

Investors planning to invest in a SIP, here are some of the best Sundaram SIP Mutual Funds for 2023. 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 (%)2022 (%)
Sundaram Small Cap Fund Growth ₹166.843
↑ 1.77
₹2,068 100 11.89.226.139.111.6-2.1
Sundaram Infrastructure Advantage Fund Growth ₹57.7482
↑ 0.52
₹625 100 9.45.221.331.511.52.1
Sundaram Mid Cap Fund Growth ₹793.261
↑ 7.34
₹7,217 100 8.14.323.128.49.54.8
Sundaram Financial Services Opportunities Fund Growth ₹70.9914
↑ 0.44
₹659 100 9.25.829.427.512.316.8
Sundaram Diversified Equity Fund Growth ₹161.634
↑ 1.20
₹1,622 250 6.22.116.625.29.44
Sundaram Large and Mid Cap Fund Growth ₹58.2546
↑ 0.45
₹5,024 100 7.42.517.32511.9-1.3
Sundaram Rural and Consumption Fund Growth ₹66.4745
↑ 0.56
₹1,124 100 9.93.222.921.99.39.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jun 23
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Small Cap Fund

(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 CAGR/Annualized return of 16.6% since its launch.  Ranked 19 in Small Cap category.  Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (07 Jun 23) ₹166.843 ↑ 1.77   (1.07 %)
Net Assets (Cr) ₹2,068 on 30 Apr 23
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.1
Information Ratio -0.2
Alpha Ratio 4.85
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹8,508
31 May 20₹5,720
31 May 21₹12,200
31 May 22₹13,477
31 May 23₹16,338

Sundaram Small 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Small 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 7 Jun 23

DurationReturns
1 Month 7.6%
3 Month 11.8%
6 Month 9.2%
1 Year 26.1%
3 Year 39.1%
5 Year 11.6%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.33 Yr.
Rohit Seksaria1 Nov 220.5 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials22.18%
Financial Services21.76%
Consumer Cyclical17.55%
Technology7.51%
Basic Materials7.11%
Health Care6.75%
Consumer Defensive3.64%
Communication Services2.42%
Real Estate1.7%
Asset Allocation
Asset ClassValue
Cash8.36%
Equity91.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
4%₹77 Cr342,887
↓ -10,000
Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹67 Cr1,087,000
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹63 Cr824,354
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹62 Cr327,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹59 Cr643,156
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
3%₹54 Cr475,000
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹49 Cr201,924
State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN
2%₹46 Cr803,001
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 22 | 500477
2%₹46 Cr3,150,000
↓ -290,000
ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA
2%₹43 Cr90,000

2. 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 10.4% since its launch.  Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (07 Jun 23) ₹57.7482 ↑ 0.52   (0.91 %)
Net Assets (Cr) ₹625 on 30 Apr 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.14
Information Ratio 0.5
Alpha Ratio 1.6
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,974
31 May 20₹6,904
31 May 21₹12,555
31 May 22₹14,062
31 May 23₹16,479

Sundaram Infrastructure Advantage Fund SIP Returns

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

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jun 23

DurationReturns
1 Month 4.5%
3 Month 9.4%
6 Month 5.2%
1 Year 21.3%
3 Year 31.5%
5 Year 11.5%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -15.8%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 202.77 Yr.
Ashish Aggarwal1 Jan 221.33 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials47%
Basic Materials11.47%
Utility9.19%
Financial Services8.16%
Energy7.81%
Communication Services6.27%
Consumer Cyclical3.23%
Real Estate3.04%
Asset Allocation
Asset ClassValue
Cash3.83%
Equity96.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
10%₹60 Cr253,000
↓ -17,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹39 Cr490,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹36 Cr150,246
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹31 Cr41,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹31 Cr337,000
↓ -8,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 22 | NTPC
5%₹29 Cr1,700,000
↑ 35,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN
3%₹20 Cr347,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
3%₹17 Cr77,700
↓ -12,889
ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB
3%₹16 Cr46,200
Grindwell Norton Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL
2%₹15 Cr80,635

3. 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 23.3% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (07 Jun 23) ₹793.261 ↑ 7.34   (0.93 %)
Net Assets (Cr) ₹7,217 on 30 Apr 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.07
Information Ratio -1.52
Alpha Ratio -1.41
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,329
31 May 20₹6,959
31 May 21₹11,851
31 May 22₹12,924
31 May 23₹15,272

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 ₹385,859.
Net Profit of ₹85,859
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 7 Jun 23

DurationReturns
1 Month 6.5%
3 Month 8.1%
6 Month 4.3%
1 Year 23.1%
3 Year 28.4%
5 Year 9.5%
10 Year
15 Year
Since launch 23.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 212.18 Yr.
Ratish Varier24 Feb 212.18 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services22.41%
Consumer Cyclical20.6%
Industrials14.34%
Basic Materials12.15%
Health Care9.05%
Consumer Defensive5.28%
Utility3.51%
Technology2.88%
Real Estate1.75%
Communication Services1.34%
Energy0.43%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity93.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹279 Cr20,650,910
↑ 223,422
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹220 Cr452,787
↑ 8,747
Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹198 Cr1,486,180
Grindwell Norton Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | GRINDWELL
2%₹175 Cr920,523
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 21 | TIINDIA
2%₹171 Cr661,577
↑ 12,691
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL
2%₹169 Cr1,794,703
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
2%₹169 Cr1,070,514
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹163 Cr344,518
↓ -13,588
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
2%₹161 Cr1,177,934
Schaeffler India Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹159 Cr571,884
↓ -170,199

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 14% since its launch.  Ranked 23 in Sectoral category.  Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (07 Jun 23) ₹70.9914 ↑ 0.44   (0.62 %)
Net Assets (Cr) ₹659 on 30 Apr 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 0.66
Information Ratio 0.49
Alpha Ratio 1.81
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,937
31 May 20₹7,910
31 May 21₹13,963
31 May 22₹13,861
31 May 23₹17,332

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 ₹415,684.
Net Profit of ₹115,684
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 7 Jun 23

DurationReturns
1 Month 5.8%
3 Month 9.2%
6 Month 5.8%
1 Year 29.4%
3 Year 27.5%
5 Year 12.3%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -12.4%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 175.34 Yr.
Ashish Aggarwal1 Jan 221.33 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services89.97%
Asset Allocation
Asset ClassValue
Cash8.32%
Equity91.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
19%₹127 Cr1,381,374
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
15%₹100 Cr593,367
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
9%₹61 Cr1,057,586
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
8%₹54 Cr629,252
↑ 15,695
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
7%₹49 Cr176,077
Canara Bank (Financial Services)
Equity, Since 31 May 22 | CANBK
3%₹22 Cr686,458
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA
3%₹21 Cr1,122,364
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹20 Cr171,194
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 542867
2%₹16 Cr562,730
↑ 7,436
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
2%₹14 Cr234,902
↑ 84,902

5. 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 15.9% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (07 Jun 23) ₹161.634 ↑ 1.20   (0.75 %)
Net Assets (Cr) ₹1,622 on 30 Apr 23
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.09
Information Ratio -0.24
Alpha Ratio 1.87
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹10,120
31 May 20₹7,536
31 May 21₹12,372
31 May 22₹13,564
31 May 23₹15,385

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 ₹385,859.
Net Profit of ₹85,859
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 7 Jun 23

DurationReturns
1 Month 4.6%
3 Month 6.2%
6 Month 2.1%
1 Year 16.6%
3 Year 25.2%
5 Year 9.4%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 1.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221.33 Yr.
Rohit Seksaria24 Feb 212.18 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services37.08%
Industrials12.77%
Technology11.26%
Consumer Cyclical11.01%
Consumer Defensive7.76%
Energy6.67%
Basic Materials5.07%
Health Care2.8%
Communication Services1.81%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash3.19%
Equity96.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹124 Cr1,348,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹108 Cr447,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹103 Cr611,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
5%₹75 Cr272,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹71 Cr570,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹70 Cr1,207,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹53 Cr165,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹51 Cr590,000
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹46 Cr3,184,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
2%₹38 Cr160,000
↓ -30,000

6. 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 11.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2022 was -1.3% , 2021 was 42.1% and 2020 was 7.6% .

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 (07 Jun 23) ₹58.2546 ↑ 0.45   (0.79 %)
Net Assets (Cr) ₹5,024 on 30 Apr 23
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.11
Information Ratio -0.89
Alpha Ratio -2.62
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.

DateValue
31 May 18₹10,000
31 May 19₹10,553
31 May 20₹8,430
31 May 21₹13,651
31 May 22₹15,118
31 May 23₹17,149

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 ₹405,518.
Net Profit of ₹105,518
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 7 Jun 23

DurationReturns
1 Month 5.7%
3 Month 7.4%
6 Month 2.5%
1 Year 17.3%
3 Year 25%
5 Year 11.9%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -3%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.33 Yr.
Ashish Aggarwal1 Jan 221.33 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services27.13%
Consumer Cyclical16.16%
Industrials13.8%
Technology8.75%
Basic Materials7.86%
Consumer Defensive6.7%
Energy4.7%
Health Care4.36%
Utility2.91%
Real Estate1.46%
Communication Services1.31%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹260 Cr2,830,000
↓ -70,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹211 Cr870,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹208 Cr1,235,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹163 Cr1,299,690
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹135 Cr2,330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹123 Cr520,000
↓ -35,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
2%₹118 Cr1,371,950
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC
2%₹114 Cr409,006
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹100 Cr2,086,240
↓ -82,326
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | INDHOTEL
2%₹93 Cr2,750,000

7. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

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

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (07 Jun 23) ₹66.4745 ↑ 0.56   (0.85 %)
Net Assets (Cr) ₹1,124 on 30 Apr 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.21
Information Ratio 0.06
Alpha Ratio 1.12
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,693
31 May 20₹8,158
31 May 21₹11,929
31 May 22₹12,879
31 May 23₹15,078

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 ₹385,859.
Net Profit of ₹85,859
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 7 Jun 23

DurationReturns
1 Month 6.4%
3 Month 9.9%
6 Month 3.2%
1 Year 22.9%
3 Year 21.9%
5 Year 9.3%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.6%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221.33 Yr.
Ashish Aggarwal1 Jan 221.33 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical37.9%
Consumer Defensive33.18%
Communication Services10.73%
Financial Services4.46%
Basic Materials3.26%
Health Care2.45%
Real Estate2.06%
Industrials0.55%
Asset Allocation
Asset ClassValue
Cash5.41%
Equity94.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
9%₹102 Cr416,782
↑ 18,726
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
7%₹77 Cr1,820,266
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹72 Cr901,929
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹67 Cr255,389
↓ -12,472
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹55 Cr63,703
↓ -7,097
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹44 Cr179,924
↓ -4,420
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 18 | 532432
4%₹44 Cr564,432
State Bank of India (Financial Services)
Equity, Since 31 Oct 22 | SBIN
3%₹38 Cr662,265
↑ 29,599
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹37 Cr304,016
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | EICHERMOT
3%₹37 Cr110,762

8. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

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.

DateValue
31 May 18₹10,000
31 May 19₹10,970
31 May 20₹9,405
31 May 21₹14,193

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 ₹470,047.
Net Profit of ₹170,047
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 7 Jun 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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