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Best Sundaram SIP Mutual Funds 2020
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.
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 2020. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
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 Below is the key information for Sundaram Global Advantage Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sundaram Select Focus Fund Growth ₹185.527
↑ 1.58 ₹1,029 100 6 19.7 0.1 5.1 8.1 15 Sundaram Large and Mid Cap Fund Growth ₹34.2257
↑ 0.14 ₹1,252 100 8 21.8 -5.3 3.2 8.4 10.3 Sundaram Financial Services Opportunities Fund Growth ₹39.4793
↑ 0.98 ₹208 100 8.1 18.5 -10.4 1.3 7.2 26.4 Sundaram Rural and Consumption Fund Growth ₹40.5531
↑ 0.21 ₹1,477 100 4.5 17.1 -2.4 -1 8.9 2.7 Sundaram Diversified Equity Fund Growth ₹95.7626
↑ 0.48 ₹2,197 250 8.5 23.6 -4.4 -2 5.1 6.2 Sundaram Mid Cap Fund Growth ₹430.603
↑ 2.72 ₹5,335 100 8.8 20.8 -3.4 -4.9 4.3 -0.3 Sundaram Infrastructure Advantage Fund Growth ₹28.5595
↑ 0.32 ₹428 100 5.9 21.1 -7.6 -6 2.4 2.2 Sundaram Small Cap Fund Growth ₹78.273
↑ 0.51 ₹1,064 100 19.2 33.7 7.5 -7.5 1.8 -6.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Global Advantage Fund
CAGR/Annualized return of 5.5% since its launch. Ranked 28 in Global category. Return for 2019 was 17.6% , 2018 was -8.1% and 2017 was 19.8% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (16 Oct 20) ₹20.1781 ↑ 0.12 (0.62 %) Net Assets (Cr) ₹45 on 30 Sep 20 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio 0.84 Information Ratio -0.93 Alpha Ratio 8.23 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹11,689 30 Sep 17 ₹13,405 30 Sep 18 ₹14,249 30 Sep 19 ₹13,684 30 Sep 20 ₹16,206 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 1.1% 3 Month 5.4% 6 Month 17.9% 1 Year 17.7% 3 Year 6.5% 5 Year 8.9% 10 Year 15 Year Since launch 5.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 10.8% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 0.19 Yr. Rohit Seksaria 30 Dec 17 2.76 Yr. Data below for Sundaram Global Advantage Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Consumer Cyclical 32.96% Technology 23.32% Communication Services 10.75% Consumer Defensive 10.6% Financial Services 3.81% Industrials 3.67% Asset Allocation
Asset Class Value Cash 14.89% Equity 85.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹44 Cr 5,924,988
↑ 517,079 Treps
CBLO/Reverse Repo | -1% ₹1 Cr Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 2. Sundaram Select Focus Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 55 in Focused category. Return for 2019 was 15% , 2018 was 1.2% and 2017 was 35.9% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (19 Oct 20) ₹185.527 ↑ 1.58 (0.86 %) Net Assets (Cr) ₹1,029 on 30 Sep 20 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.38 Sharpe Ratio -0.08 Information Ratio -0.33 Alpha Ratio -1.78 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,491 30 Sep 17 ₹12,641 30 Sep 18 ₹13,855 30 Sep 19 ₹14,913 30 Sep 20 ₹14,540 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 1.5% 3 Month 6% 6 Month 19.7% 1 Year 0.1% 3 Year 5.1% 5 Year 8.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 12.5% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 3.98 Yr. Data below for Sundaram Select Focus Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 25.69% Technology 18.69% Consumer Defensive 13.73% Energy 12.69% Health Care 6.92% Consumer Cyclical 6.3% Communication Services 5.33% Industrials 4.14% Basic Materials 2% Real Estate 1.78% Utility 0.16% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹91 Cr 409,439
↑ 24,728 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY8% ₹86 Cr 854,970
↑ 108,617 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK8% ₹85 Cr 2,389,979 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK8% ₹84 Cr 778,385 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL5% ₹55 Cr 1,301,605 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS5% ₹55 Cr 219,580
↑ 8,720 HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH5% ₹51 Cr 631,981
↓ -31,924 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 5006965% ₹49 Cr 236,350 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT4% ₹43 Cr 471,874 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC4% ₹41 Cr 233,610 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 9.4% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2019 was 10.3% , 2018 was 0.4% and 2017 was 36.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (19 Oct 20) ₹34.2257 ↑ 0.14 (0.40 %) Net Assets (Cr) ₹1,252 on 30 Sep 20 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio -0.09 Information Ratio 0.03 Alpha Ratio -8.99 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹11,077 30 Sep 17 ₹13,360 30 Sep 18 ₹14,402 30 Sep 19 ₹15,749 30 Sep 20 ₹14,997 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month -0.9% 3 Month 8% 6 Month 21.8% 1 Year -5.3% 3 Year 3.2% 5 Year 8.4% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 11.3% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 2.75 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 21.73% Consumer Cyclical 15.49% Technology 12.34% Health Care 12.13% Consumer Defensive 11.21% Basic Materials 9.57% Energy 8.38% Industrials 4.71% Communication Services 3.15% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE7% ₹82 Cr 367,822
↑ 23,514 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹52 Cr 478,098
↓ -27,619 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹50 Cr 492,508 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 5008004% ₹47 Cr 930,237 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹44 Cr 1,230,745
↓ -87,620 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹40 Cr 938,361
↑ 61,932 Cipla Ltd (Healthcare)
Equity, Since 31 Mar 20 | 5000873% ₹38 Cr 488,350
↑ 77,567 Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 19 | 5006743% ₹33 Cr 37,859 Cummins India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5004803% ₹33 Cr 730,397 Whirlpool of India Ltd (Technology)
Equity, Since 30 Apr 19 | 5002383% ₹32 Cr 147,121 4. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 23 in Sectoral category. Return for 2019 was 26.4% , 2018 was -3.7% and 2017 was 33.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (19 Oct 20) ₹39.4793 ↑ 0.98 (2.53 %) Net Assets (Cr) ₹208 on 30 Sep 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio -0.39 Information Ratio -1.16 Alpha Ratio -0.09 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹11,658 30 Sep 17 ₹13,782 30 Sep 18 ₹13,056 30 Sep 19 ₹16,015 30 Sep 20 ₹13,141 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 8.3% 3 Month 8.1% 6 Month 18.5% 1 Year -10.4% 3 Year 1.3% 5 Year 7.2% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 35.5% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Dwijendra Srivastava 30 Dec 17 2.75 Yr. Ratish Varier 23 Jul 20 0.19 Yr. Rahul Baijal 1 Apr 19 1.5 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 98.14% Asset Allocation
Asset Class Value Cash 1.43% Equity 98.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK24% ₹50 Cr 464,912 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC16% ₹32 Cr 185,907 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹28 Cr 787,588 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322157% ₹15 Cr 347,482 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK6% ₹12 Cr 94,180 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN4% ₹9 Cr 715,122 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN4% ₹8 Cr 316,141 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹6 Cr 9,946 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN3% ₹6 Cr 307,327 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407192% ₹5 Cr 63,290
↓ -12,532 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 10.2% since its launch. Ranked 2 in Sectoral category. Return for 2019 was 2.7% , 2018 was -7.8% and 2017 was 38.7% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (19 Oct 20) ₹40.5531 ↑ 0.21 (0.52 %) Net Assets (Cr) ₹1,477 on 30 Sep 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.03 Information Ratio -0.58 Alpha Ratio -2.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹13,330 30 Sep 17 ₹15,787 30 Sep 18 ₹15,414 30 Sep 19 ₹16,092 30 Sep 20 ₹15,851 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month -2% 3 Month 4.5% 6 Month 17.1% 1 Year -2.4% 3 Year -1% 5 Year 8.9% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 20.8% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 4.75 Yr. S. Bharath 25 Apr 18 2.44 Yr. Rohit Seksaria 23 Jul 20 0.19 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Consumer Defensive 32.16% Consumer Cyclical 20.89% Financial Services 20.62% Basic Materials 15.97% Industrials 5.94% Technology 1.86% Real Estate 0.96% Asset Allocation
Asset Class Value Cash 1.6% Equity 98.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008007% ₹105 Cr 2,092,000
↓ -308,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006966% ₹94 Cr 455,000
↓ -10,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008204% ₹63 Cr 315,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M4% ₹61 Cr 1,000,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON4% ₹58 Cr 2,000,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL4% ₹58 Cr 830,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK4% ₹52 Cr 480,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM3% ₹49 Cr 650,000
↓ -10,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹48 Cr 590,000
↓ -5,000 Voltas Ltd (Industrials)
Equity, Since 31 Mar 19 | VOLTAS3% ₹42 Cr 620,000 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 14 in ELSS category. Return for 2019 was 6.2% , 2018 was -10.6% and 2017 was 38.4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (19 Oct 20) ₹95.7626 ↑ 0.48 (0.51 %) Net Assets (Cr) ₹2,197 on 30 Sep 20 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.14 Information Ratio -1.26 Alpha Ratio -6.04 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹11,758 30 Sep 17 ₹13,809 30 Sep 18 ₹13,429 30 Sep 19 ₹13,892 30 Sep 20 ₹13,085 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 0.6% 3 Month 8.5% 6 Month 23.6% 1 Year -4.4% 3 Year -2% 5 Year 5.1% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 13.1% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 5.5 Yr. Dwijendra Srivastava 30 Dec 17 2.75 Yr. S. Bharath 23 Jul 20 0.19 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 26% Consumer Defensive 11.44% Consumer Cyclical 11.07% Technology 10.2% Energy 10.13% Industrials 9.96% Basic Materials 8.66% Health Care 7.71% Communication Services 4.11% Utility 0.5% Asset Allocation
Asset Class Value Cash 0.23% Equity 99.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹197 Cr 882,122 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹127 Cr 1,179,404
↑ 40,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹94 Cr 933,080 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK4% ₹92 Cr 2,597,794 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹79 Cr 455,992 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH3% ₹70 Cr 865,798 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹66 Cr 1,569,232 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹65 Cr 1,523,372 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹63 Cr 899,151
↓ -849 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹60 Cr 240,045
↑ 42,000 7. Sundaram Mid Cap Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 13 in Mid Cap category. Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (19 Oct 20) ₹430.603 ↑ 2.72 (0.63 %) Net Assets (Cr) ₹5,335 on 30 Sep 20 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.02 Information Ratio -0.32 Alpha Ratio -8.66 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹12,090 30 Sep 17 ₹14,272 30 Sep 18 ₹13,291 30 Sep 19 ₹13,079 30 Sep 20 ₹12,836 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month -2.7% 3 Month 8.8% 6 Month 20.8% 1 Year -3.4% 3 Year -4.9% 5 Year 4.3% 10 Year 15 Year Since launch 22.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 20.8% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 7.92 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Industrials 20.65% Consumer Cyclical 18.43% Basic Materials 13.75% Financial Services 13.31% Health Care 11.85% Consumer Defensive 9.39% Technology 7.96% Utility 1.91% Communication Services 1.31% Asset Allocation
Asset Class Value Cash 0.99% Equity 99.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002514% ₹224 Cr 3,330,427
↓ -281,904 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5008004% ₹206 Cr 4,115,567
↓ -1,184,812 Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM4% ₹205 Cr 2,717,975 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171743% ₹174 Cr 53,269
↓ -1,424 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹166 Cr 755,000 Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 5248163% ₹159 Cr 1,675,613
↑ 150,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹147 Cr 683,357 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹133 Cr 2,996,356 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹133 Cr 2,164,480 Timken India Ltd (Industrials)
Equity, Since 30 Jun 14 | 5221132% ₹131 Cr 1,183,987
↓ -21,669 8. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 7.2% since its launch. Return for 2019 was 2.2% , 2018 was -21.9% and 2017 was 55.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (19 Oct 20) ₹28.5595 ↑ 0.32 (1.15 %) Net Assets (Cr) ₹428 on 30 Sep 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.58 Sharpe Ratio -0.18 Information Ratio -0.85 Alpha Ratio -6.59 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,904 30 Sep 17 ₹13,541 30 Sep 18 ₹12,168 30 Sep 19 ₹12,746 30 Sep 20 ₹11,562 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month -2.7% 3 Month 5.9% 6 Month 21.1% 1 Year -7.6% 3 Year -6% 5 Year 2.4% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2010 5.1% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Dwijendra Srivastava 30 Dec 17 2.76 Yr. S. Bharath 1 Apr 19 1.5 Yr. Ratish Varier 23 Jul 20 0.19 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Industrials 49.63% Basic Materials 16.33% Energy 9.89% Financial Services 8.55% Technology 4.99% Communication Services 3.38% Real Estate 3.04% Consumer Cyclical 1.78% Asset Allocation
Asset Class Value Cash 2.07% Equity 97.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹36 Cr 160,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹27 Cr 362,486 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171746% ₹24 Cr 7,350
↓ -400 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060765% ₹22 Cr 405,000 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221135% ₹22 Cr 194,772
↓ -33,814 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK5% ₹21 Cr 590,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT4% ₹18 Cr 200,000 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹17 Cr 330,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹14 Cr 343,778 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹14 Cr 34,500
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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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