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8 Best Sundaram SIP Mutual Funds 2022 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2022

Updated on May 15, 2022 , 13035 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:

Investors planning to invest in a SIP, here are some of the best Sundaram SIP Mutual Funds for 2022. 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 (%)2021 (%)
Sundaram Small Cap Fund Growth ₹132.146
↑ 2.50
₹2,031 100 -7.5-13.81419.26.760.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Infrastructure Advantage Fund Growth ₹48.2265
↑ 1.19
₹612 100 -3-9.715.115.68.349.5
Sundaram Large and Mid Cap Fund Growth ₹49.8328
↑ 1.18
₹5,017 100 -7.7-1314.714.111.342.1
Sundaram Mid Cap Fund Growth ₹648.523
↑ 12.97
₹7,123 100 -5.3-12.412.313.26.437.5
Sundaram Diversified Equity Fund Growth ₹137.486
↑ 2.89
₹1,926 250 -4.9-9.211.911.47.231.5
Sundaram Rural and Consumption Fund Growth ₹53.8197
↑ 1.02
₹1,144 100 -4.8-11.19.610.56.219.3
Sundaram Global Advantage Fund Growth ₹21.7276
↑ 0.48
₹133 100 -13.1-16.8-9.69.87.918.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22
*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 16.1% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (17 May 22) ₹132.146 ↑ 2.50   (1.93 %)
Net Assets (Cr) ₹2,031 on 31 Mar 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 1.89
Information Ratio -0.24
Alpha Ratio 5.86
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 Apr 17₹10,000
30 Apr 18₹11,314
30 Apr 19₹8,652
30 Apr 20₹6,269
30 Apr 21₹11,923
30 Apr 22₹15,273

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 ₹357,992.
Net Profit of ₹57,992
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 17 May 22

DurationReturns
1 Month -10.7%
3 Month -7.5%
6 Month -13.8%
1 Year 14%
3 Year 19.2%
5 Year 6.7%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 60.3%
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%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.33 Yr.
Sudhir Kedia1 Jan 220.33 Yr.

Data below for Sundaram Small Cap Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Industrials21.68%
Financial Services20.59%
Consumer Cyclical19.42%
Technology12.28%
Basic Materials8.58%
Health Care7.08%
Consumer Defensive3.48%
Communication Services2.24%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
4%₹73 Cr1,220,030
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹66 Cr1,046,412
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
3%₹58 Cr622,044
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹54 Cr382,347
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹49 Cr372,310
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR
2%₹46 Cr113,639
Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | NEOGEN
2%₹46 Cr265,529
Birlasoft Ltd (Technology)
Equity, Since 31 May 21 | BSOFT
2%₹42 Cr927,825
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | TIINDIA
2%₹42 Cr258,222
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | AMRUTANJAN
2%₹40 Cr504,084

2. 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. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,738
30 Apr 19₹12,454
30 Apr 20₹11,227
30 Apr 21₹15,647

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 ₹470,047.
Net Profit of ₹170,047
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 17 May 22

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 9.9% since its launch.  Return for 2021 was 49.5% , 2020 was 10.4% and 2019 was 2.2% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (17 May 22) ₹48.2265 ↑ 1.19   (2.54 %)
Net Assets (Cr) ₹612 on 31 Mar 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio 1.36
Information Ratio -0.27
Alpha Ratio 2.74
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
30 Apr 17₹10,000
30 Apr 18₹11,361
30 Apr 19₹10,074
30 Apr 20₹7,578
30 Apr 21₹12,462
30 Apr 22₹15,912

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 17 May 22

DurationReturns
1 Month -6.8%
3 Month -3%
6 Month -9.7%
1 Year 15.1%
3 Year 15.6%
5 Year 8.3%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 49.5%
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%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 201.77 Yr.
Ashish Aggarwal1 Jan 220.33 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Industrials37.6%
Energy14.18%
Basic Materials11.11%
Utility11.07%
Financial Services10.02%
Communication Services6.8%
Consumer Cyclical3.59%
Real Estate2.14%
Asset Allocation
Asset ClassValue
Cash3.49%
Equity96.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
9%₹55 Cr308,887
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹52 Cr196,104
↓ -7,281
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
7%₹42 Cr570,288
↑ 7,488
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
7%₹42 Cr551,604
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹29 Cr44,676
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
3%₹21 Cr870,416
Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | POLYCAB
3%₹20 Cr86,173
↓ -3,675
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
3%₹19 Cr107,815
↓ -21,357
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
3%₹17 Cr57,290
↓ -19,237
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | HONAUT
3%₹17 Cr4,234
↓ -70

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 11.1% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2021 was 42.1% , 2020 was 7.6% and 2019 was 10.3% .

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 (17 May 22) ₹49.8328 ↑ 1.18   (2.43 %)
Net Assets (Cr) ₹5,017 on 31 Mar 22
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 1.59
Information Ratio -0.32
Alpha Ratio 2.85
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 Apr 17₹10,000
30 Apr 18₹11,795
30 Apr 19₹12,002
30 Apr 20₹9,950
30 Apr 21₹15,045
30 Apr 22₹18,517

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 ₹405,518.
Net Profit of ₹105,518
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 17 May 22

DurationReturns
1 Month -9.2%
3 Month -7.7%
6 Month -13%
1 Year 14.7%
3 Year 14.1%
5 Year 11.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 42.1%
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%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.33 Yr.
Rohit Seksaria1 Jan 220.33 Yr.
Ashish Aggarwal1 Jan 220.33 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Financial Services26.7%
Consumer Cyclical15.23%
Technology13.21%
Industrials13.2%
Basic Materials8.97%
Health Care6.47%
Energy3.72%
Consumer Defensive3.44%
Utility2.99%
Communication Services1.57%
Real Estate1.4%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
7%₹328 Cr4,495,006
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹255 Cr1,335,079
↓ -12,508
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹195 Cr1,323,852
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹186 Cr707,712
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532978
3%₹141 Cr82,672
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹132 Cr746,883
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 543300
2%₹114 Cr1,685,076
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹108 Cr2,191,327
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹104 Cr1,371,950
Mphasis Ltd (Technology)
Equity, Since 31 Dec 20 | 526299
2%₹102 Cr302,385
↓ -7,589

5. 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 23.5% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (17 May 22) ₹648.523 ↑ 12.97   (2.04 %)
Net Assets (Cr) ₹7,123 on 31 Mar 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 1.6
Information Ratio -1.22
Alpha Ratio 2.38
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 Apr 17₹10,000
30 Apr 18₹11,299
30 Apr 19₹9,728
30 Apr 20₹7,637
30 Apr 21₹12,141
30 Apr 22₹14,759

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 ₹357,992.
Net Profit of ₹57,992
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 17 May 22

DurationReturns
1 Month -9%
3 Month -5.3%
6 Month -12.4%
1 Year 12.3%
3 Year 13.2%
5 Year 6.4%
10 Year
15 Year
Since launch 23.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 37.5%
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%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.18 Yr.
Ratish Varier24 Feb 211.18 Yr.
Rohit Seksaria1 Jan 220.33 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Financial Services22.23%
Consumer Cyclical19.25%
Industrials16.12%
Basic Materials10.42%
Health Care9.21%
Technology7.9%
Consumer Defensive4.13%
Utility2.73%
Communication Services1.16%
Energy0.92%
Real Estate0.64%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹238 Cr1,225,535
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
3%₹216 Cr500,927
↓ -37,016
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹210 Cr782,831
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹198 Cr2,762,472
↓ -58,217
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹195 Cr1,085,736
↓ -42,959
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹194 Cr429,567
↓ -9,237
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹188 Cr19,328,108
↑ 399,927
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
3%₹183 Cr2,406,977
↑ 45,214
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹178 Cr41,292
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
2%₹178 Cr435,083

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 15.9% since its launch.  Ranked 14 in ELSS category.  Return for 2021 was 31.5% , 2020 was 9.9% and 2019 was 6.2% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (17 May 22) ₹137.486 ↑ 2.89   (2.14 %)
Net Assets (Cr) ₹1,926 on 31 Mar 22
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 1.4
Information Ratio -0.97
Alpha Ratio -0.55
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,218
30 Apr 19₹10,658
30 Apr 20₹8,378
30 Apr 21₹12,656
30 Apr 22₹15,164

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 ₹367,070.
Net Profit of ₹67,070
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 17 May 22

DurationReturns
1 Month -7.2%
3 Month -4.9%
6 Month -9.2%
1 Year 11.9%
3 Year 11.4%
5 Year 7.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 31.5%
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%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 220.33 Yr.
Rohit Seksaria24 Feb 211.18 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Financial Services37.2%
Technology14.11%
Industrials13.03%
Consumer Cyclical10.68%
Energy5.84%
Basic Materials5.6%
Consumer Defensive5.17%
Health Care4.08%
Communication Services2.37%
Real Estate0.85%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹161 Cr2,200,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
7%₹140 Cr734,571
↓ -103,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹119 Cr810,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
6%₹113 Cr427,195
↓ -40,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹89 Cr1,170,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹85 Cr1,715,000
↑ 40,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 506076
4%₹70 Cr390,876
↓ -79,124
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹66 Cr175,776
↓ -1,724
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
3%₹54 Cr229,000
↑ 63,540
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | NAVINFLUOR
3%₹50 Cr122,000
↓ -9,876

7. 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 11.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2021 was 19.3% , 2020 was 13.5% and 2019 was 2.7% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (17 May 22) ₹53.8197 ↑ 1.02   (1.94 %)
Net Assets (Cr) ₹1,144 on 31 Mar 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.91
Information Ratio -0.37
Alpha Ratio 1.25
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 Apr 17₹10,000
30 Apr 18₹11,412
30 Apr 19₹10,687
30 Apr 20₹9,173
30 Apr 21₹12,548
30 Apr 22₹14,742

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 ₹357,992.
Net Profit of ₹57,992
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 17 May 22

DurationReturns
1 Month -6%
3 Month -4.8%
6 Month -11.1%
1 Year 9.6%
3 Year 10.5%
5 Year 6.2%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 19.3%
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%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 220.33 Yr.
Ashish Aggarwal1 Jan 220.33 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Consumer Defensive35.47%
Consumer Cyclical33.37%
Financial Services15.84%
Basic Materials7.12%
Industrials3.34%
Communication Services1.29%
Technology0.15%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash3.41%
Equity96.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹78 Cr306,141
↑ 7,247
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹75 Cr366,606
↑ 26,811
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
6%₹70 Cr93,049
↑ 1,963
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
6%₹66 Cr906,113
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹64 Cr674,918
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹62 Cr799,477
↑ 149,477
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
5%₹57 Cr186,428
↓ -23,572
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
5%₹55 Cr375,044
↑ 50,070
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
5%₹53 Cr12,350
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹49 Cr1,320,000
↑ 100,000

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 5.4% since its launch.  Ranked 28 in Global category.  Return for 2021 was 18.5% , 2020 was 21.4% and 2019 was 17.6% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (16 May 22) ₹21.7276 ↑ 0.48   (2.27 %)
Net Assets (Cr) ₹133 on 31 Mar 22
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.09
Sharpe Ratio 0.26
Information Ratio 0
Alpha Ratio 0
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 Apr 17₹10,000
30 Apr 18₹11,987
30 Apr 19₹11,752
30 Apr 20₹11,950
30 Apr 21₹16,658
30 Apr 22₹15,632

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 ₹367,070.
Net Profit of ₹67,070
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 17 May 22

DurationReturns
1 Month -7.7%
3 Month -13.1%
6 Month -16.8%
1 Year -9.6%
3 Year 9.8%
5 Year 7.9%
10 Year
15 Year
Since launch 5.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 18.5%
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%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
Rohit Seksaria30 Dec 174.33 Yr.
Ashish Aggarwal1 Jan 220.33 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Mar 22

Equity Sector Allocation
SectorValue
Consumer Cyclical28.36%
Technology26.44%
Communication Services13.71%
Consumer Defensive8.38%
Financial Services8.21%
Industrials5.54%
Asset Allocation
Asset ClassValue
Cash9.36%
Equity90.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
98%₹130 Cr13,585,595
Treps
CBLO/Reverse Repo | -
2%₹3 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
1%-₹1 Cr
Reverse Repo
CBLO/Reverse Repo | -
1%₹1 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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