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8 Best Sundaram SIP Mutual Funds 2019 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2019

Updated on October 17, 2019 , 2082 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.

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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 (%)2018 (%)
Sundaram Select Focus Fund Growth ₹185.29
↑ 1.40
₹973 250 2.12.814.212.79.81.2
Sundaram Large and Mid Cap Fund Growth ₹36.1387
↑ 0.47
₹721 250 6.9416.512.513.20.4
Sundaram Financial Services Opportunities Fund Growth ₹44.0531
↑ 0.19
₹180 250 0.36.825.51112.2-3.7
Sundaram Global Advantage Fund Growth ₹17.2019
↑ 0.06
₹21 250 2.4-0.147.23.4-8.1
Sundaram Rural and Consumption Fund Growth ₹41.5644
↑ 0.34
₹2,052 250 4.7-0.99.55.813.4-7.8
Sundaram Diversified Equity Fund Growth ₹100.211
↑ 0.92
₹2,439 250 1.6-28.75.29.6-10.6
Sundaram Infrastructure Advantage Fund Growth ₹30.8998
↑ 0.37
₹516 250 -3.6-5.96.63.77.4-21.9
Sundaram Mid Cap Fund Growth ₹445.591
↑ 6.26
₹5,420 250 0.2-4.72.81.610.6-15.4
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

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 18.5% 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 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.

DateValue
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

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 ₹385,859.
Net Profit of ₹85,859
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 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
Rahul Baijal10 Oct 162.97 Yr.

Data below for Sundaram Select Focus Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services43.54%
Consumer Defensive9.79%
Industrials9.67%
Energy8.74%
Consumer Cyclical6.16%
Technology4.61%
Basic Materials3.61%
Communication Services3.06%
Health Care3.01%
Utility2.1%
Asset Allocation
Asset ClassValue
Cash5.69%
Equity94.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹96 Cr778,385
↓ -17,133
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹88 Cr660,302
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
8%₹85 Cr1,959,917
↑ 118,752
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
8%₹80 Cr545,020
↑ 162,770
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹59 Cr863,592
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹58 Cr293,021
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹54 Cr328,849
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹45 Cr227,035
↑ 227,035
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹41 Cr512,622
↑ 119,836
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹31 Cr838,195

2. 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 10.7% 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% .

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 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.

DateValue
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

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 ₹426,080.
Net Profit of ₹126,080
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 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar30 Dec 171.75 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28%
Industrials16.65%
Consumer Cyclical14.99%
Basic Materials14.03%
Consumer Defensive7.89%
Health Care4.82%
Technology4.24%
Energy3.65%
Asset Allocation
Asset ClassValue
Cash5.74%
Equity94.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Money Dir Gr
Investment Fund | -
5%₹40 Cr9,822,917
↑ 9,822,917
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
5%₹39 Cr267,924
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹34 Cr83,934
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
4%₹32 Cr213,966
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹31 Cr704,499
↓ -97,651
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO
4%₹30 Cr68,364
↑ 5,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹29 Cr236,928
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹29 Cr217,494
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
4%₹29 Cr663,774
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹26 Cr612,948

3. 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 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 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.

DateValue
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

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 18 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar30 Dec 171.58 Yr.
Dwijendra Srivastava30 Dec 171.58 Yr.
Rahul Baijal1 Apr 190.33 Yr.
Rohit Seksaria30 Dec 171.58 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash4.71%
Equity96.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
25%₹47 Cr385,280
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
16%₹30 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
12%₹23 Cr116,344
↑ 5,362
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
10%₹20 Cr120,794
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹14 Cr202,926
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹11 Cr388,132
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹9 Cr22,130
↓ -3,171
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹6 Cr6,711
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
3%₹5 Cr40,481
↑ 14,000
Sundaram Money Dir Gr
Investment Fund | -
2%₹4 Cr982,292
↑ 982,292

4. 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 4.6% 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 (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.

DateValue
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

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 ₹331,978.
Net Profit of ₹31,978
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 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar30 Dec 171.58 Yr.
Rohit Seksaria30 Dec 171.58 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services21.15%
Technology19.9%
Real Estate11.85%
Consumer Cyclical10.5%
Consumer Defensive5.98%
Energy4.48%
Basic Materials3.98%
Industrials3.52%
Communication Services2.17%
Utility1.83%
Health Care1.81%
Asset Allocation
Asset ClassValue
Cash12.66%
Equity87.28%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fidelity Asia Focus A-Dis-USD
Investment Fund | -
29%₹6 Cr94,335
Xtrackers MSCI EM Asia Swap ETF 1C
- | XMAI
25%₹5 Cr15,880
Templeton Asian Growth A(Ydis)USD
Investment Fund | -
15%₹3 Cr14,619
Treps
CBLO/Reverse Repo | -
11%₹2 Cr
MS INVF Global Property I
Investment Fund | -
10%₹2 Cr9,091
Xtrackers MSCI EM LA Swap ETF 1C
- | XMLA
9%₹2 Cr5,884
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

5. 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 11.2% 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 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.

DateValue
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

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 ₹426,080.
Net Profit of ₹126,080
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 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar1 Jan 163.75 Yr.
S. Bharath25 Apr 181.43 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Consumer Defensive27.01%
Basic Materials20.75%
Financial Services19.43%
Consumer Cyclical17.28%
Industrials4.66%
Technology3.37%
Asset Allocation
Asset ClassValue
Cash3.02%
Equity96.97%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹114 Cr575,000
↓ -25,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹68 Cr3,100,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹67 Cr380,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
3%₹66 Cr2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
3%₹66 Cr1,200,000
↓ -50,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹63 Cr2,504,000
Sundaram Money Dir Gr
Investment Fund | -
3%₹60 Cr14,734,376
↑ 14,734,376
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
3%₹59 Cr340,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
3%₹58 Cr2,250,000
↓ -250,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹57 Cr913,529
↑ 73,529

6. 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 16.2% 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 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.

DateValue
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

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 18 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar1 Apr 154.33 Yr.
Dwijendra Srivastava30 Dec 171.58 Yr.
Rohit Seksaria30 Dec 171.58 Yr.
Rahul Ranjan1 Apr 190.33 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.16%
Industrials13.2%
Consumer Cyclical11.78%
Technology9.84%
Basic Materials9.65%
Consumer Defensive7.57%
Energy5.06%
Health Care1.45%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹192 Cr4,428,605
↑ 480,884
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹181 Cr1,476,444
↑ 225,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹130 Cr975,551
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
5%₹117 Cr792,788
Treps
CBLO/Reverse Repo | -
4%₹107 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
4%₹104 Cr256,632
↓ -19,526
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹90 Cr1,316,415
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹85 Cr1,052,861
↑ 472,279
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
3%₹80 Cr406,285
↑ 96,191
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
3%₹68 Cr562,791
↑ 112,000

7. 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 8.4% 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 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 Not Rated
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.

DateValue
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

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 ₹367,070.
Net Profit of ₹67,070
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 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar1 Jan 163.58 Yr.
Dwijendra Srivastava30 Dec 171.58 Yr.
S. Bharath1 Apr 190.33 Yr.
Rohit Seksaria30 Dec 171.58 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Industrials50.3%
Basic Materials20.71%
Financial Services12.74%
Technology5%
Energy3.75%
Real Estate3.19%
Consumer Cyclical1.18%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity98.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹31 Cr710,000
↓ -11,969
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
6%₹30 Cr206,743
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
5%₹30 Cr397,683
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
5%₹26 Cr340,000
↓ -10,000
Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 506076
5%₹25 Cr410,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹23 Cr8,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹21 Cr397,537
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹20 Cr160,000
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 522287
4%₹20 Cr400,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹19 Cr165,481

8. 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 24.7% since its launch.  Ranked 13 in Mid Cap category.  Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% .

Below is the key information for Sundaram Mid Cap Fund

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.

DateValue
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

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 18 Oct 19

DurationReturns
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
YearReturns
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
NameSinceTenure
S Krishnakumar1 Nov 126.75 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services19.57%
Consumer Cyclical18.5%
Industrials17.5%
Basic Materials14.35%
Consumer Defensive7.92%
Technology7.17%
Health Care6.98%
Utility3.49%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.29%
Other0.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹262 Cr3,487,781
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹225 Cr4,642,211
↓ -18,590
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
4%₹206 Cr71,710
↓ -13
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹165 Cr1,185,742
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹151 Cr7,143,207
↓ -428,368
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹151 Cr797,725
↑ 12,725
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹148 Cr16,376,618
↑ 1,140,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹145 Cr4,155,000
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹144 Cr329,189
↑ 39,189
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹143 Cr688,350

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?

  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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