fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
8 Best Sundaram SIP Mutual Funds 2019 | Best SIP Funds

Fincash » Sundaram Mutual Fund » Best Sundaram SIP Funds

Best Sundaram SIP Mutual Funds 2019

Updated on January 17, 2019 , 163 views

SIP or Systematic Investment plan is a method of investing in Mutual Fund schemes through small amounts. Here, instead of Investing a bulk of money at one time, you can invest regularly, every month or quarter. It is a great way to build a long-term savings habit.

sundaram

With a SIP you can plan your long-term Financial goals like retirement, marriage, purchase of house/car, etc. In Sundaram SIP Funds, you can invest an amount as low as INR 250 over a longer duration and attain these goals.

Why Invest in Sundaram SIP ?

Some of the benefits of investing in a SIP are:

  • Rupee cost averaging
  • Power of Compounding
  • Long-term saving habit
  • No need to time the market
  • Affordable & convenient

Investors planning to invest in a SIP, here are some of the best Sundaram SIP Mutual Funds for 2019. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best SIP Funds by Sundaram Mutual Funds for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Sundaram Rural and Consumption Fund Growth ₹40.5851
↓ -0.17
₹2,431 250 6.9-0.7-8.51819.4-7.8
Sundaram Financial Services Opportunities Fund Growth ₹38.4651
↓ -0.19
₹146 250 9.6-1.5-6.217.916.9-3.7
Sundaram Large and Mid Cap Fund Growth ₹32.8652
↓ -0.16
₹462 250 60.6-2.115.618.10.4
Sundaram Select Focus Fund Growth ₹169.757
↓ -0.33
₹873 250 4.7-1.20.414.313.11.2
Sundaram Diversified Equity Fund Growth ₹95.7578
↓ -0.36
₹2,607 250 3.9-4.4-11.713.314.9-10.6
Sundaram Mid Cap Fund Growth ₹453.263
↓ -1.53
₹5,731 250 4.6-4.3-15.813.121.1-15.4
Sundaram Global Advantage Fund Growth ₹16.1901
↑ 0.13
₹21 250 -2.7-3.4-6.912.92.1-8.1
Sundaram Infrastructure Advantage Fund Growth ₹30.6269
↓ -0.09
₹582 250 5.7-1.6-2110.115.9-21.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

1. 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 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (18 Jan 19) ₹40.5851 ↓ -0.17   (-0.41 %)
Net Assets (Cr) ₹2,431 on 30 Nov 18
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.48
Information Ratio 0.66
Alpha Ratio -6.27
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,737
31 Dec 15₹15,668
31 Dec 16₹18,978
31 Dec 17₹26,320
31 Dec 18₹24,262

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 ₹493,520.
Net Profit of ₹193,520
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 18 Jan 19

DurationReturns
1 Month -0.6%
3 Month 6.9%
6 Month -0.7%
1 Year -8.5%
3 Year 18%
5 Year 19.4%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -7.8%
2016 38.7%
2015 21.1%
2014 6.3%
2013 47.4%
2012 -0.6%
2011 34.1%
2010 -23.1%
2009 20.8%
2008 75.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 162.83 Yr.
S. Bharath25 Apr 180.52 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Consumer Defensive34.57%
Basic Materials21.23%
Consumer Cyclical16.6%
Financial Services13.27%
Industrials3.79%
Technology2.37%
Asset Allocation
Asset ClassValue
Cash4.33%
Equity95.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹127 Cr700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹124 Cr4,388,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
5%₹121 Cr1,509,724
Treps
CBLO/Reverse Repo | -
4%₹104 Cr
UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL
3%₹76 Cr1,000,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
3%₹63 Cr2,114,265
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | 500825
3%₹62 Cr200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
2%₹58 Cr425,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | 500830
2%₹56 Cr420,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
2%₹54 Cr2,750,000

2. 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 13.5% since its launch.  Ranked 23 in Sectoral category.  Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (18 Jan 19) ₹38.4651 ↓ -0.19   (-0.48 %)
Net Assets (Cr) ₹146 on 30 Nov 18
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.26
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹15,802
31 Dec 15₹14,386
31 Dec 16₹16,230
31 Dec 17₹21,640
31 Dec 18₹20,847

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 ₹458,689.
Net Profit of ₹158,689
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 18 Jan 19

DurationReturns
1 Month 0.7%
3 Month 9.6%
6 Month -1.5%
1 Year -6.2%
3 Year 17.9%
5 Year 16.9%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -3.7%
2016 33.3%
2015 12.8%
2014 -9%
2013 58%
2012 -12.4%
2011 47.1%
2010 -32.9%
2009 35.5%
2008 71.6%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
S Krishnakumar30 Dec 170.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services96.36%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
25%₹36 Cr170,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
14%₹20 Cr562,644
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
9%₹13 Cr470,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
8%₹11 Cr183,312
↑ 42,178
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
7%₹11 Cr86,489
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
6%₹9 Cr43,243
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹7 Cr28,034
Cblo
CBLO | -
4%₹7 Cr
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Oct 17 | BHARATFIN
4%₹5 Cr51,466
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Mar 18 | 541179
2%₹3 Cr135,392

3. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.5% 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% .

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 (18 Jan 19) ₹32.8652 ↓ -0.16   (-0.49 %)
Net Assets (Cr) ₹462 on 30 Nov 18
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio 0.06
Information Ratio 0.41
Alpha Ratio 0.95
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,888
31 Dec 15₹15,403
31 Dec 16₹16,567
31 Dec 17₹22,550
31 Dec 18₹22,644

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 ₹481,656.
Net Profit of ₹181,656
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 18 Jan 19

DurationReturns
1 Month -1%
3 Month 6%
6 Month 0.6%
1 Year -2.1%
3 Year 15.6%
5 Year 18.1%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2017 0.4%
2016 36.1%
2015 7.6%
2014 3.5%
2013 48.9%
2012 -3%
2011 33.1%
2010 -23.3%
2009 11.3%
2008 67.8%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 170.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services34.14%
Consumer Cyclical14.23%
Basic Materials12.8%
Consumer Defensive10.64%
Industrials9.85%
Technology6.65%
Health Care4.34%
Energy2.79%
Asset Allocation
Asset ClassValue
Cash4.56%
Equity95.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹23 Cr640,018
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹19 Cr299,918
↑ 76,482
Treps
CBLO/Reverse Repo | -
4%₹17 Cr
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 500840
4%₹17 Cr861,919
↑ 19,973
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
3%₹16 Cr539,602
↑ 49,602
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM
3%₹15 Cr237,227
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
3%₹15 Cr70,688
↑ 22,286
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | ABFRL
3%₹15 Cr734,885
Cummins India Ltd (Industrials)
Equity, Since 30 Jun 18 | 500480
3%₹15 Cr172,097
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
3%₹14 Cr438,905
↑ 69,865

4. 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 18.8% since its launch.  Ranked 55 in Focused category.  Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (18 Jan 19) ₹169.757 ↓ -0.33   (-0.19 %)
Net Assets (Cr) ₹873 on 30 Nov 18
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.16
Information Ratio 0.14
Alpha Ratio -1.4
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹13,434
31 Dec 15₹13,099
31 Dec 16₹13,182
31 Dec 17₹17,911
31 Dec 18₹18,118

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 ₹426,080.
Net Profit of ₹126,080
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 18 Jan 19

DurationReturns
1 Month 0.5%
3 Month 4.7%
6 Month -1.2%
1 Year 0.4%
3 Year 14.3%
5 Year 13.1%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 1.2%
2016 35.9%
2015 0.6%
2014 -2.5%
2013 34.3%
2012 3.6%
2011 21.6%
2010 -23.7%
2009 12.5%
2008 65.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 162.06 Yr.

Data below for Sundaram Select Focus Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services39.8%
Technology15.85%
Consumer Cyclical9.46%
Industrials7.76%
Consumer Defensive6.22%
Basic Materials3.71%
Energy3.25%
Health Care3.22%
Utility2.6%
Communication Services1.47%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
10%₹84 Cr397,759
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹81 Cr2,248,587
↑ 170,889
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
7%₹66 Cr1,001,020
↓ -125,000
Treps
CBLO/Reverse Repo | -
7%₹62 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC
6%₹55 Cr1,945,389
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹43 Cr219,938
↑ 17,941
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹39 Cr634,414
↑ 278,618
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹31 Cr247,279
↑ 39,584
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | MARUTI
3%₹30 Cr40,702
↓ -16,479
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
3%₹29 Cr255,655

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 16.6% since its launch.  Ranked 14 in ELSS category.  Return for 2018 was -10.6% , 2017 was 38.4% and 2016 was 6.8% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (18 Jan 19) ₹95.7578 ↓ -0.36   (-0.38 %)
Net Assets (Cr) ₹2,607 on 30 Nov 18
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.6
Information Ratio -0.63
Alpha Ratio -11.71
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,572
31 Dec 15₹15,026
31 Dec 16₹16,054
31 Dec 17₹22,224
31 Dec 18₹19,866

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 ₹436,710.
Net Profit of ₹136,710
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 18 Jan 19

DurationReturns
1 Month -0.4%
3 Month 3.9%
6 Month -4.4%
1 Year -11.7%
3 Year 13.3%
5 Year 14.9%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -10.6%
2016 38.4%
2015 6.8%
2014 3.1%
2013 45.7%
2012 1.4%
2011 34.5%
2010 -25.4%
2009 13.1%
2008 72%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S Krishnakumar1 Apr 153.59 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services32.13%
Consumer Cyclical15.66%
Industrials14.55%
Basic Materials10.55%
Technology9.13%
Consumer Defensive5.63%
Health Care4.89%
Energy2.52%
Utility1.48%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹153 Cr4,261,114
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
5%₹128 Cr605,597
↑ 18,264
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
4%₹106 Cr401,460
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹102 Cr1,641,415
↑ 378,308
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹92 Cr3,092,270
↑ 879,790
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 532755
3%₹80 Cr1,108,641
Treps
CBLO/Reverse Repo | -
3%₹77 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
3%₹68 Cr1,070,287
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
3%₹68 Cr840,300
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
3%₹65 Cr580,667

6. 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 26.1% since its launch.  Ranked 13 in Mid Cap category.  Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (18 Jan 19) ₹453.263 ↓ -1.53   (-0.34 %)
Net Assets (Cr) ₹5,731 on 30 Nov 18
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.97
Information Ratio -0.62
Alpha Ratio -6.89
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹17,503
31 Dec 15₹19,455
31 Dec 16₹21,659
31 Dec 17₹30,490
31 Dec 18₹25,793

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 ₹518,033.
Net Profit of ₹218,033
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 18 Jan 19

DurationReturns
1 Month -0.5%
3 Month 4.6%
6 Month -4.3%
1 Year -15.8%
3 Year 13.1%
5 Year 21.1%
10 Year
15 Year
Since launch 26.1%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -15.4%
2016 40.8%
2015 11.3%
2014 11.2%
2013 75%
2012 4.6%
2011 38%
2010 -23.7%
2009 20.8%
2008 114.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 126 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Consumer Cyclical22.85%
Industrials17.91%
Financial Services16.92%
Basic Materials13.07%
Technology8.41%
Consumer Defensive6.56%
Health Care5.9%
Utility1.97%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹223 Cr3,487,781
Treps
CBLO/Reverse Repo | -
3%₹205 Cr
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 500086
3%₹189 Cr7,069,348
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹186 Cr5,147,541
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹182 Cr82,783
↓ -217
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
3%₹179 Cr491,350
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹165 Cr290,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹162 Cr7,998,450
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹155 Cr1,828,505
L&T Technology Services Ltd (Technology)
Equity, Since 30 Sep 16 | LTTS
2%₹149 Cr870,000

7. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.3% since its launch.  Ranked 28 in Global category.  Return for 2018 was -8.1% , 2017 was 19.8% and 2016 was 12.8% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (16 Jan 19) ₹16.1901 ↑ 0.13   (0.81 %)
Net Assets (Cr) ₹21 on 30 Nov 18
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.53
Sharpe Ratio -0.54
Information Ratio -1.11
Alpha Ratio -2.68
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹9,643
31 Dec 15₹8,276
31 Dec 16₹9,335
31 Dec 17₹11,180
31 Dec 18₹10,276

Sundaram Global Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for Sundaram Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month 2.2%
3 Month -2.7%
6 Month -3.4%
1 Year -6.9%
3 Year 12.9%
5 Year 2.1%
10 Year
15 Year
Since launch 4.3%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -8.1%
2016 19.8%
2015 12.8%
2014 -14.2%
2013 -3.6%
2012 9.1%
2011 18.9%
2010 -1.9%
2009 10.8%
2008 62.4%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
S Krishnakumar30 Dec 170.84 Yr.
Rohit Seksaria30 Dec 170.84 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services21.12%
Technology17.2%
Real Estate10.74%
Consumer Cyclical9.14%
Consumer Defensive5.02%
Energy4.79%
Industrials4.09%
Basic Materials3.78%
Health Care2.33%
Communication Services2.13%
Utility1.03%
Asset Allocation
Asset ClassValue
Cash17.91%
Equity81.61%
Debt0.34%
Other0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fidelity Asia Focus A-Dis-USD
Investment Fund | -
26%₹5 Cr94,335
X MSCI EM Asia Swap ETF 1C
- | XMAI
25%₹5 Cr15,880
Templeton Asian Growth A(Ydis)USD
Investment Fund | -
14%₹3 Cr14,619
Cash And Other Net Curent Assets
Net Current Assets | -
12%₹3 Cr
MS INVF Global Property I
Investment Fund | -
9%₹2 Cr9,091
X MSCI EM Latin America Swap ETF 1C
- | XMLA
9%₹2 Cr5,884
Treps
CBLO/Reverse Repo | -
5%₹1 Cr
First State Global Resources A Acc GBP
Investment Fund | -
₹0 Cr00
↓ -60,072

8. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 8.8% since its launch.  Return for 2018 was -21.9% , 2017 was 55.5% and 2016 was -0.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (18 Jan 19) ₹30.6269 ↓ -0.09   (-0.30 %)
Net Assets (Cr) ₹582 on 30 Nov 18
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio -1.17
Information Ratio -0.64
Alpha Ratio -26.26
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.

DateValue
31 Dec 13₹10,000
31 Dec 14₹15,763
31 Dec 15₹16,519
31 Dec 16₹16,432
31 Dec 17₹25,556
31 Dec 18₹19,961

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 ₹447,579.
Net Profit of ₹147,579
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 18 Jan 19

DurationReturns
1 Month -0.2%
3 Month 5.7%
6 Month -1.6%
1 Year -21%
3 Year 10.1%
5 Year 15.9%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -21.9%
2016 55.5%
2015 -0.5%
2014 4.8%
2013 57.6%
2012 -15.8%
2011 19.3%
2010 -39.7%
2009 5.1%
2008 93.4%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
S Krishnakumar1 Jan 162.83 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Industrials51.63%
Basic Materials21.32%
Financial Services8.25%
Consumer Cyclical4.5%
Energy3.12%
Technology3.05%
Utility2.93%
Real Estate1.92%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
5%₹30 Cr211,699
↓ -13,964
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
4%₹26 Cr721,969
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹25 Cr11,158
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
4%₹24 Cr397,683
Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 506076
4%₹21 Cr427,386
↑ 60,000
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
3%₹19 Cr362,524
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹18 Cr397,537
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
3%₹18 Cr155,629
Cblo
CBLO | -
3%₹18 Cr
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | 500249
3%₹18 Cr227,498
↑ 12,583

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.
How helpful was this page ?
Rated 5, based on 4 reviews.
POST A COMMENT