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8 Best Sundaram SIP Mutual Funds 2021 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2021

Updated on October 20, 2021 , 11854 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 2021. 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 (%)2020 (%)
Sundaram Small Cap Fund Growth ₹147.551
↓ -2.30
₹1,556 100 9.236.885.925.41226.2
Sundaram Financial Services Opportunities Fund Growth ₹63.7451
↑ 0.35
₹444 100 14.224.759.922.414.42.7
Sundaram Large and Mid Cap Fund Growth ₹55.7102
↓ -0.29
₹1,820 100 12.731.36322.416.77.6
Sundaram Infrastructure Advantage Fund Growth ₹50.9261
↓ -0.24
₹630 100 10.630.676.421.81310.4
Sundaram Select Focus Fund Growth ₹279.369
↓ -0.83
₹1,408 100 12.825.25020.516.611.9
Sundaram Mid Cap Fund Growth ₹712.683
↓ -3.95
₹7,007 100 8.527.564.718.710.711.8
Sundaram Diversified Equity Fund Growth ₹149.59
↓ -0.54
₹2,237 250 11.626.555.718.211.69.9
Sundaram Rural and Consumption Fund Growth ₹58.2642
↓ -0.30
₹1,301 100 6.722.343.91610.513.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21
*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 17.5% since its launch.  Ranked 19 in Small Cap category.  Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (22 Oct 21) ₹147.551 ↓ -2.30   (-1.54 %)
Net Assets (Cr) ₹1,556 on 30 Sep 21
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 4.77
Information Ratio 0.17
Alpha Ratio 17.22
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
30 Sep 16₹10,000
30 Sep 17₹12,195
30 Sep 18₹9,959
30 Sep 19₹9,456
30 Sep 20₹9,899
30 Sep 21₹18,698

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 ₹415,684.
Net Profit of ₹115,684
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 22 Oct 21

DurationReturns
1 Month 2.2%
3 Month 9.2%
6 Month 36.8%
1 Year 85.9%
3 Year 25.4%
5 Year 12%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ratish Varier23 Jul 201.11 Yr.
Rohit Seksaria24 Feb 210.52 Yr.

Data below for Sundaram Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials20.86%
Financial Services14.46%
Technology13.63%
Consumer Cyclical13.47%
Health Care12.14%
Basic Materials11.99%
Consumer Defensive4.26%
Communication Services3.27%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
4%₹53 Cr447,531
↓ -13,704
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
3%₹49 Cr120,489
↓ -4,816
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
3%₹47 Cr475,853
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹46 Cr305,795
↑ 7,500
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹45 Cr796,712
↑ 24,337
Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 20 | PERSISTENT
3%₹45 Cr136,438
↓ -20,604
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹44 Cr615,169
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Mar 19 | 540222
3%₹42 Cr633,232
↓ -22,373
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Mar 21 | 513375
3%₹42 Cr505,032
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 20 | CUB
2%₹38 Cr2,485,917
↑ 129,295

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 14.9% since its launch.  Ranked 23 in Sectoral category.  Return for 2020 was 2.7% , 2019 was 26.4% and 2018 was -3.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (22 Oct 21) ₹63.7451 ↑ 0.35   (0.56 %)
Net Assets (Cr) ₹444 on 30 Sep 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 2.07
Information Ratio -0.37
Alpha Ratio 0.11
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
30 Sep 16₹10,000
30 Sep 17₹11,822
30 Sep 18₹11,199
30 Sep 19₹13,738
30 Sep 20₹11,272
30 Sep 21₹19,016

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 ₹436,710.
Net Profit of ₹136,710
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 22 Oct 21

DurationReturns
1 Month 6.8%
3 Month 14.2%
6 Month 24.7%
1 Year 59.9%
3 Year 22.4%
5 Year 14.4%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
2012 47.1%
2011 -32.9%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Ratish Varier23 Jul 201.11 Yr.
Rahul Baijal1 Apr 192.42 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services96.14%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity96.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
22%₹94 Cr592,354
↑ 53,203
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹64 Cr886,497
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
11%₹45 Cr161,518
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹37 Cr466,660
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
8%₹33 Cr782,092
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
7%₹31 Cr17,895
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 542867
4%₹15 Cr517,173
Home First Finance Co India Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 21 | 543259
3%₹11 Cr198,851
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹11 Cr62,105
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 540611
2%₹8 Cr70,067

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 12.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2020 was 7.6% , 2019 was 10.3% and 2018 was 0.4% .

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 (22 Oct 21) ₹55.7102 ↓ -0.29   (-0.51 %)
Net Assets (Cr) ₹1,820 on 30 Sep 21
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 3.32
Information Ratio -0.36
Alpha Ratio 1.42
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.

DateValue
30 Sep 16₹10,000
30 Sep 17₹12,061
30 Sep 18₹13,002
30 Sep 19₹14,217
30 Sep 20₹13,539
30 Sep 21₹22,021

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 ₹458,689.
Net Profit of ₹158,689
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 22 Oct 21

DurationReturns
1 Month 1.2%
3 Month 12.7%
6 Month 31.3%
1 Year 63%
3 Year 22.4%
5 Year 16.7%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
2011 -23.3%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.6 Yr.
Rahul Baijal24 Feb 210.6 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services27.56%
Technology14.35%
Industrials14.15%
Basic Materials9.72%
Health Care8.6%
Consumer Cyclical7.95%
Consumer Defensive4.65%
Energy4.64%
Utility2.37%
Communication Services1.8%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹106 Cr621,607
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹80 Cr1,118,123
↑ 62,228
MindTree Ltd (Technology)
Equity, Since 31 Dec 20 | 532819
4%₹72 Cr198,548
↓ -24,454
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹71 Cr447,548
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹64 Cr380,598
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹62 Cr1,464,373
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
3%₹61 Cr179,565
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr659,600
Schaeffler India Ltd (Industrials)
Equity, Since 31 May 21 | SCHAEFFLER
3%₹52 Cr71,500
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532978
3%₹49 Cr28,683

4. 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 10.7% since its launch.  Return for 2020 was 10.4% , 2019 was 2.2% and 2018 was -21.9% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (22 Oct 21) ₹50.9261 ↓ -0.24   (-0.47 %)
Net Assets (Cr) ₹630 on 30 Sep 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio 3.25
Information Ratio -0.26
Alpha Ratio 6.24
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
30 Sep 16₹10,000
30 Sep 17₹12,418
30 Sep 18₹11,159
30 Sep 19₹11,689
30 Sep 20₹10,603
30 Sep 21₹18,522

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 ₹415,684.
Net Profit of ₹115,684
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 22 Oct 21

DurationReturns
1 Month 3.3%
3 Month 10.6%
6 Month 30.6%
1 Year 76.4%
3 Year 21.8%
5 Year 13%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.4%
2019 2.2%
2018 -21.9%
2017 55.5%
2016 -0.5%
2015 4.8%
2014 57.6%
2013 -15.8%
2012 19.3%
2011 -39.7%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
S. Bharath1 Apr 192.5 Yr.
Ratish Varier23 Jul 201.19 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials42.7%
Basic Materials17.62%
Energy12.83%
Financial Services7.05%
Communication Services6.02%
Utility5.12%
Technology2.66%
Real Estate1.71%
Consumer Cyclical1.62%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
10%₹59 Cr351,301
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹49 Cr216,047
↑ 9,605
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹37 Cr551,604
↓ -23,057
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹37 Cr362,486
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹36 Cr498,729
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
5%₹30 Cr232,062
Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | 542652
4%₹24 Cr118,332
JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT
4%₹23 Cr70,820
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹22 Cr28,500
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | 500133
3%₹19 Cr87,472
↑ 528

5. 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 18.9% since its launch.  Ranked 55 in Focused category.  Return for 2020 was 11.9% , 2019 was 15% and 2018 was 1.2% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (22 Oct 21) ₹279.369 ↓ -0.83   (-0.30 %)
Net Assets (Cr) ₹1,408 on 30 Sep 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 3.05
Information Ratio -0.34
Alpha Ratio 1.93
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
30 Sep 16₹10,000
30 Sep 17₹12,049
30 Sep 18₹13,206
30 Sep 19₹14,215
30 Sep 20₹13,860
30 Sep 21₹21,308

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 ₹458,689.
Net Profit of ₹158,689
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 22 Oct 21

DurationReturns
1 Month 1.8%
3 Month 12.8%
6 Month 25.2%
1 Year 50%
3 Year 20.5%
5 Year 16.6%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.9%
2019 15%
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
S. Bharath24 Feb 210.6 Yr.
Rahul Baijal10 Oct 164.98 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services38.37%
Technology20.1%
Energy8.44%
Consumer Defensive7.47%
Industrials7.01%
Health Care5.18%
Basic Materials5.16%
Communication Services2.79%
Utility2.35%
Consumer Cyclical1.39%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity98.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹134 Cr1,862,083
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
9%₹132 Cr773,887
↓ -11,674
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹123 Cr780,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
6%₹79 Cr471,874
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
5%₹73 Cr193,388
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹71 Cr901,060
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹70 Cr309,838
↑ 17,628
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹69 Cr1,616,281
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
4%₹58 Cr207,954
HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH
4%₹57 Cr481,547

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 24.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Oct 21) ₹712.683 ↓ -3.95   (-0.55 %)
Net Assets (Cr) ₹7,007 on 30 Sep 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.17
Information Ratio -0.9
Alpha Ratio -3.35
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
30 Sep 16₹10,000
30 Sep 17₹11,805
30 Sep 18₹10,994
30 Sep 19₹10,819
30 Sep 20₹10,618
30 Sep 21₹17,225

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 ₹395,578.
Net Profit of ₹95,578
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 22 Oct 21

DurationReturns
1 Month 0.7%
3 Month 8.5%
6 Month 27.5%
1 Year 64.7%
3 Year 18.7%
5 Year 10.7%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.52 Yr.
Ratish Varier24 Feb 210.52 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services20.01%
Industrials19.22%
Consumer Cyclical17.34%
Basic Materials14.85%
Health Care9.77%
Technology9.21%
Consumer Defensive4.99%
Utility2.56%
Real Estate0.56%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
4%₹249 Cr687,327
↓ -49,591
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹227 Cr457,057
↓ -52,943
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹221 Cr2,027,701
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹200 Cr2,005,149
↓ -139,851
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹195 Cr1,509,528
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹191 Cr475,000
↓ -5,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹178 Cr3,220,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹177 Cr1,752,194
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹172 Cr237,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | JUBLFOOD
2%₹172 Cr429,478

7. 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 16.8% since its launch.  Ranked 14 in ELSS category.  Return for 2020 was 9.9% , 2019 was 6.2% and 2018 was -10.6% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (22 Oct 21) ₹149.59 ↓ -0.54   (-0.36 %)
Net Assets (Cr) ₹2,237 on 30 Sep 21
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 3.02
Information Ratio -0.88
Alpha Ratio -1.98
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,744
30 Sep 18₹11,421
30 Sep 19₹11,815
30 Sep 20₹11,129
30 Sep 21₹17,524

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 ₹405,518.
Net Profit of ₹105,518
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 22 Oct 21

DurationReturns
1 Month 1.7%
3 Month 11.6%
6 Month 26.5%
1 Year 55.7%
3 Year 18.2%
5 Year 11.6%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
2012 34.5%
2011 -25.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S. Bharath23 Jul 201.19 Yr.
Rohit Seksaria24 Feb 210.6 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.26%
Technology14.89%
Industrials10.77%
Basic Materials8.93%
Consumer Cyclical8.93%
Consumer Defensive8.67%
Energy8.32%
Health Care4.76%
Communication Services2.24%
Asset Allocation
Asset ClassValue
Cash0.08%
Equity99.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹178 Cr2,475,000
↓ -25,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
7%₹174 Cr1,020,000
↓ -25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹158 Cr700,000
↓ -25,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹149 Cr945,000
↓ -25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹103 Cr367,500
↓ -2,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹100 Cr1,270,000
↓ -100,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹80 Cr673,000
↓ -2,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹76 Cr200,000
↓ -7,500
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹72 Cr1,700,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 506076
3%₹70 Cr540,000
↓ -10,000

8. 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 6.8% since its launch.  Ranked 28 in Global category.  Return for 2020 was 21.4% , 2019 was 17.6% and 2018 was -8.1% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (21 Oct 21) ₹25.5385 ↓ -0.19   (-0.74 %)
Net Assets (Cr) ₹89 on 30 Sep 21
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.09
Sharpe Ratio 1.3
Information Ratio 0.06
Alpha Ratio 0.34
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
30 Sep 16₹10,000
30 Sep 17₹11,468
30 Sep 18₹12,190
30 Sep 19₹11,707
30 Sep 20₹13,864
30 Sep 21₹17,243

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 ₹415,684.
Net Profit of ₹115,684
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 22 Oct 21

DurationReturns
1 Month 3.9%
3 Month 1.9%
6 Month 5.6%
1 Year 26.9%
3 Year 16%
5 Year 12.4%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.4%
2019 17.6%
2018 -8.1%
2017 19.8%
2016 12.8%
2015 -14.2%
2014 -3.6%
2013 9.1%
2012 18.9%
2011 -1.9%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 201.11 Yr.
Rohit Seksaria30 Dec 173.67 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Consumer Cyclical32.23%
Technology27.07%
Communication Services14.5%
Consumer Defensive10.33%
Financial Services5.48%
Industrials4.9%
Asset Allocation
Asset ClassValue
Cash5.49%
Equity94.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
98%₹87 Cr8,884,047
↑ 691,717
Treps
CBLO/Reverse Repo | -
3%₹2 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
1%₹0 Cr

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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