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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 January 11, 2021 , 8916 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 Select Focus Fund Growth ₹227.309
↑ 0.04
₹1,121 100 21.433.21610.714.311.9
Sundaram Financial Services Opportunities Fund Growth ₹51.8402
↓ -0.07
₹278 100 32.645.56.28.916.32.7
Sundaram Large and Mid Cap Fund Growth ₹41.5538
↑ 0.02
₹1,353 100 2134.311.17.213.67.6
Sundaram Rural and Consumption Fund Growth ₹49.4214
↓ -0.12
₹1,508 100 21.729.813.3314.213.5
Sundaram Diversified Equity Fund Growth ₹118.324
↑ 0.24
₹2,370 250 22.837.313.32.611.39.9
Sundaram Mid Cap Fund Growth ₹544.247
↑ 2.15
₹5,819 100 26.538.714-0.610.511.8
Sundaram Infrastructure Advantage Fund Growth ₹36.5038
↑ 0.15
₹467 100 28.235.612.3-3.18.610.4
Sundaram Small Cap Fund Growth ₹98.2175
↑ 0.62
₹1,160 100 25.450.622.6-5.47.526.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 21
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

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 18.4% 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 (14 Jan 21) ₹227.309 ↑ 0.04   (0.02 %)
Net Assets (Cr) ₹1,121 on 30 Nov 20
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.14
Information Ratio -0.58
Alpha Ratio -4.69
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 Dec 15₹10,000
31 Dec 16₹10,063
31 Dec 17₹13,673
31 Dec 18₹13,831
31 Dec 19₹15,903
31 Dec 20₹17,798

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 ₹436,710.
Net Profit of ₹136,710
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 14 Jan 21

DurationReturns
1 Month 8%
3 Month 21.4%
6 Month 33.2%
1 Year 16%
3 Year 10.7%
5 Year 14.3%
10 Year
15 Year
Since launch 18.4%
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
Rahul Baijal10 Oct 164.23 Yr.

Data below for Sundaram Select Focus Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services36.97%
Technology18.45%
Energy10.41%
Consumer Defensive8.72%
Communication Services5.6%
Industrials5.13%
Health Care4.43%
Consumer Cyclical2.8%
Real Estate2.06%
Basic Materials2.03%
Asset Allocation
Asset ClassValue
Cash3.4%
Equity96.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹117 Cr2,179,927
↓ -210,052
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹112 Cr780,385
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
9%₹107 Cr854,970
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹81 Cr409,439
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹66 Cr1,301,605
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
5%₹61 Cr471,874
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹60 Cr233,610
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
5%₹56 Cr196,691
↓ -22,889
HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH
5%₹55 Cr580,857
↓ -51,124
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 19 | 500547
4%₹42 Cr1,105,245

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% 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 (14 Jan 21) ₹51.8402 ↓ -0.07   (-0.13 %)
Net Assets (Cr) ₹278 on 30 Nov 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio 0.13
Information Ratio -1.54
Alpha Ratio -1.46
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 Dec 15₹10,000
31 Dec 16₹11,282
31 Dec 17₹15,042
31 Dec 18₹14,491
31 Dec 19₹18,321
31 Dec 20₹18,816

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 14 Jan 21

DurationReturns
1 Month 7.8%
3 Month 32.6%
6 Month 45.5%
1 Year 6.2%
3 Year 8.9%
5 Year 16.3%
10 Year
15 Year
Since launch 14%
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 200.44 Yr.
Rahul Baijal1 Apr 191.75 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services97.66%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
23%₹66 Cr457,468
↓ -7,444
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
17%₹48 Cr185,907
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹42 Cr787,588
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹21 Cr340,380
↓ -7,102
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹17 Cr87,521
↓ -6,659
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN
4%₹13 Cr715,122
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN
4%₹12 Cr316,141
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹9 Cr9,946
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
3%₹8 Cr307,327
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | LICHSGFIN
2%₹6 Cr176,148

3. 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% 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 (13 Jan 21) ₹21.8495 ↓ -0.04   (-0.20 %)
Net Assets (Cr) ₹49 on 30 Nov 20
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.16
Sharpe Ratio 0.82
Information Ratio -0.64
Alpha Ratio 8.53
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 Dec 15₹10,000
31 Dec 16₹11,280
31 Dec 17₹13,510
31 Dec 18₹12,417
31 Dec 19₹14,598
31 Dec 20₹17,720

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 ₹426,080.
Net Profit of ₹126,080
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 14 Jan 21

DurationReturns
1 Month 1.4%
3 Month 7.5%
6 Month 14.9%
1 Year 19.8%
3 Year 8.2%
5 Year 13.7%
10 Year
15 Year
Since launch 6%
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 200.44 Yr.
Rohit Seksaria30 Dec 173.01 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Consumer Cyclical33.91%
Technology21.47%
Communication Services11.85%
Consumer Defensive10.69%
Industrials4.45%
Financial Services4.37%
Asset Allocation
Asset ClassValue
Cash13.26%
Equity86.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
94%₹48 Cr5,724,988
Treps
CBLO/Reverse Repo | -
6%₹3 Cr
Reverse Repo
CBLO/Reverse Repo | -
1%₹0 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

4. 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 10.8% 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 (14 Jan 21) ₹41.5538 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹1,353 on 30 Nov 20
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.11
Information Ratio -0.15
Alpha Ratio -11.19
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 Dec 15₹10,000
31 Dec 16₹10,756
31 Dec 17₹14,640
31 Dec 18₹14,701
31 Dec 19₹16,217
31 Dec 20₹17,452

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 14 Jan 21

DurationReturns
1 Month 6.9%
3 Month 21%
6 Month 34.3%
1 Year 11.1%
3 Year 7.2%
5 Year 13.6%
10 Year
15 Year
Since launch 10.8%
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 Krishnakumar30 Dec 173.01 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services29.21%
Consumer Cyclical13.72%
Technology13.27%
Industrials10.2%
Health Care8.71%
Basic Materials8.05%
Energy6.66%
Consumer Defensive4.47%
Communication Services3.08%
Real Estate2.31%
Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
5%₹66 Cr330,000
↓ -10,493
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹63 Cr1,178,590
↓ -223,707
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹56 Cr391,519
↓ -81,418
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹50 Cr384,787
↑ 384,787
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹48 Cr383,410
↓ -8,321
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 20 | 500271
3%₹44 Cr656,577
↑ 105,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹43 Cr845,131
↓ -92,107
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 540611
3%₹42 Cr495,056
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK
3%₹42 Cr6,274,994
↑ 278,699
Cummins India Ltd (Industrials)
Equity, Since 30 Jun 18 | 500480
3%₹40 Cr700,000
↓ -30,397

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 11.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (14 Jan 21) ₹49.4214 ↓ -0.12   (-0.24 %)
Net Assets (Cr) ₹1,508 on 30 Nov 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.24
Information Ratio -0.74
Alpha Ratio -2.8
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 Dec 15₹10,000
31 Dec 16₹12,112
31 Dec 17₹16,799
31 Dec 18₹15,485
31 Dec 19₹15,905
31 Dec 20₹18,049

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 ₹436,710.
Net Profit of ₹136,710
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 14 Jan 21

DurationReturns
1 Month 5.3%
3 Month 21.7%
6 Month 29.8%
1 Year 13.3%
3 Year 3%
5 Year 14.2%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 165 Yr.
S. Bharath25 Apr 182.69 Yr.
Rohit Seksaria23 Jul 200.44 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Consumer Defensive29.64%
Consumer Cyclical23.72%
Financial Services21.75%
Basic Materials16.51%
Industrials4.73%
Technology2.2%
Real Estate1.29%
Asset Allocation
Asset ClassValue
Cash0.15%
Equity99.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
7%₹97 Cr1,650,000
↓ -40,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹96 Cr400,000
↓ -5,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
5%₹82 Cr295,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
5%₹73 Cr800,000
↓ -10,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
5%₹73 Cr1,925,000
↓ -75,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
5%₹70 Cr975,000
↓ -15,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
5%₹69 Cr480,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
4%₹59 Cr1,100,000
↓ -25,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
3%₹51 Cr645,000
↓ -5,000
Voltas Ltd (Industrials)
Equity, Since 31 Mar 19 | VOLTAS
3%₹50 Cr610,000

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 16.1% 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 (14 Jan 21) ₹118.324 ↑ 0.24   (0.20 %)
Net Assets (Cr) ₹2,370 on 30 Nov 20
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.14
Information Ratio -1.41
Alpha Ratio -6.25
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,684
31 Dec 17₹14,790
31 Dec 18₹13,221
31 Dec 19₹14,036
31 Dec 20₹15,419

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 14 Jan 21

DurationReturns
1 Month 8.5%
3 Month 22.8%
6 Month 37.3%
1 Year 13.3%
3 Year 2.6%
5 Year 11.3%
10 Year
15 Year
Since launch 16.1%
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 Krishnakumar1 Apr 155.76 Yr.
S. Bharath23 Jul 200.44 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.04%
Technology11.92%
Industrials9.83%
Consumer Defensive9.34%
Consumer Cyclical9.33%
Basic Materials8.95%
Energy8.4%
Health Care6.13%
Communication Services3.03%
Asset Allocation
Asset ClassValue
Cash0.04%
Equity99.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹175 Cr880,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹174 Cr1,212,027
↓ -7,983
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹139 Cr2,597,794
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
6%₹137 Cr1,087,080
↑ 154,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
5%₹125 Cr490,000
↓ -2,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹95 Cr1,523,372
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹82 Cr864,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹73 Cr1,430,000
↓ -70,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹70 Cr769,000
↓ -81,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹69 Cr240,045

7. 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 24.2% 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 (14 Jan 21) ₹544.247 ↑ 2.15   (0.40 %)
Net Assets (Cr) ₹5,819 on 30 Nov 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.26
Information Ratio -0.41
Alpha Ratio -7.21
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 Dec 15₹10,000
31 Dec 16₹11,133
31 Dec 17₹15,672
31 Dec 18₹13,258
31 Dec 19₹13,218
31 Dec 20₹14,776

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 14 Jan 21

DurationReturns
1 Month 8.7%
3 Month 26.5%
6 Month 38.7%
1 Year 14%
3 Year -0.6%
5 Year 10.5%
10 Year
15 Year
Since launch 24.2%
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 Krishnakumar1 Nov 128.17 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.55%
Industrials18.51%
Financial Services17.25%
Basic Materials14.66%
Health Care9.32%
Technology8.52%
Consumer Defensive6.18%
Communication Services2.21%
Utility2.06%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash0.16%
Equity99.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹203 Cr2,554,428
↓ -163,547
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
3%₹183 Cr686,670
↓ -4,180
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹180 Cr685,977
↓ -28,280
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹165 Cr683,357
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹155 Cr2,700,000
↓ -175,965
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹151 Cr2,230,554
↑ 66,074
Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524816
3%₹150 Cr1,555,465
↓ -120,148
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹149 Cr2,160,095
↓ -487,664
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
2%₹132 Cr35,540
↓ -7,677
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
2%₹132 Cr1,595,719
↓ -5,000

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 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 (14 Jan 21) ₹36.5038 ↑ 0.15   (0.42 %)
Net Assets (Cr) ₹467 on 30 Nov 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio 0.11
Information Ratio -1.18
Alpha Ratio -6.74
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 Dec 15₹10,000
31 Dec 16₹9,948
31 Dec 17₹15,471
31 Dec 18₹12,084
31 Dec 19₹12,348
31 Dec 20₹13,631

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 ₹376,357.
Net Profit of ₹76,357
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 14 Jan 21

DurationReturns
1 Month 9.1%
3 Month 28.2%
6 Month 35.6%
1 Year 12.3%
3 Year -3.1%
5 Year 8.6%
10 Year
15 Year
Since launch 8.8%
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 191.75 Yr.
Ratish Varier23 Jul 200.44 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials51.19%
Basic Materials17.06%
Financial Services9.99%
Energy8.12%
Technology4.75%
Real Estate3.99%
Communication Services3.51%
Utility1%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity99.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
7%₹37 Cr286,359
↑ 54,143
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹31 Cr155,325
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹31 Cr575,264
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹29 Cr362,486
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
6%₹28 Cr387,019
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
5%₹25 Cr190,897
↓ -3,875
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹22 Cr6,040
↓ -663
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 532929
4%₹20 Cr800,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹20 Cr325,876
↓ -29,808
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹18 Cr343,778

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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