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8 Best Sundaram SIP Mutual Funds 2023 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2023

Updated on September 27, 2023 , 15334 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 2023. 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 (%)2022 (%)
Sundaram Small Cap Fund Growth ₹182.962
↑ 1.22
₹2,464 100 15.125.427.43415.5-2.1
Sundaram Infrastructure Advantage Fund Growth ₹63.1608
↑ 0.56
₹713 100 13.620.722.828.913.82.1
Sundaram Financial Services Opportunities Fund Growth ₹75.0498
↑ 0.15
₹824 100 8.319.324.126.712.816.8
Sundaram Mid Cap Fund Growth ₹877.681
↑ 6.68
₹8,358 100 15.521.121.426.511.84.8
Sundaram Diversified Equity Fund Growth ₹171.133
↑ 0.26
₹1,684 250 8.613.71422.29.94
Sundaram Large and Mid Cap Fund Growth ₹61.4555
↑ 0.31
₹5,535 100 9.314.813.121.811.4-1.3
Sundaram Rural and Consumption Fund Growth ₹72.2012
↑ 0.64
₹1,242 100 14.319.617.820.410.59.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 19 in Small Cap category.  Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (22 Aug 23) ₹182.962 ↑ 1.22   (0.67 %)
Net Assets (Cr) ₹2,464 on 31 Jul 23
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 1.76
Information Ratio -0.1
Alpha Ratio 3.87
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 Aug 18₹10,000
31 Aug 19₹7,751
31 Aug 20₹8,277
31 Aug 21₹15,279
31 Aug 22₹16,401
31 Aug 23₹20,715

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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.3%
3 Month 15.1%
6 Month 25.4%
1 Year 27.4%
3 Year 34%
5 Year 15.5%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.1%
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%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.67 Yr.
Rohit Seksaria1 Nov 220.83 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.09%
Industrials19.89%
Consumer Cyclical16.22%
Technology11.33%
Health Care8.25%
Basic Materials6.7%
Consumer Defensive3.88%
Communication Services2.75%
Real Estate1.6%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹86 Cr316,388
↓ -10,612
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹80 Cr287,143
↓ -47,744
Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹80 Cr1,066,345
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹75 Cr1,472,149
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹69 Cr740,386
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹68 Cr582,108
↓ -32,584
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹66 Cr179,292
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Jul 23 | ISEC
2%₹58 Cr922,157
↑ 15,000
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
2%₹56 Cr342,151
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹55 Cr557,219

2. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (22 Aug 23) ₹63.1608 ↑ 0.56   (0.89 %)
Net Assets (Cr) ₹713 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.55
Sharpe Ratio 1.57
Information Ratio 0.9
Alpha Ratio 4.2
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 Aug 18₹10,000
31 Aug 19₹8,672
31 Aug 20₹8,626
31 Aug 21₹14,134
31 Aug 22₹15,833
31 Aug 23₹19,039

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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 2.9%
3 Month 13.6%
6 Month 20.7%
1 Year 22.8%
3 Year 28.9%
5 Year 13.8%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.1%
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%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 203.11 Yr.
Ashish Aggarwal1 Jan 221.66 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials46.93%
Basic Materials10.84%
Utility10.58%
Financial Services7.88%
Energy7.1%
Communication Services5.43%
Consumer Cyclical4.2%
Real Estate2.1%
Technology1.33%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
9%₹64 Cr235,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
5%₹39 Cr454,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 22 | 532555
5%₹38 Cr1,740,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹38 Cr158,246
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹32 Cr39,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
4%₹29 Cr300,000
↓ -37,000
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
3%₹20 Cr37,700
State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN
3%₹19 Cr332,000
↓ -15,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
3%₹18 Cr65,000
↓ -2,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹17 Cr1,300,000

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 14.2% since its launch.  Ranked 23 in Sectoral category.  Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (22 Aug 23) ₹75.0498 ↑ 0.15   (0.20 %)
Net Assets (Cr) ₹824 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.59
Information Ratio 1.02
Alpha Ratio 9.91
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 Aug 18₹10,000
31 Aug 19₹10,098
31 Aug 20₹9,357
31 Aug 21₹14,605
31 Aug 22₹15,218
31 Aug 23₹18,458

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 22 Aug 23

DurationReturns
1 Month -0.6%
3 Month 8.3%
6 Month 19.3%
1 Year 24.1%
3 Year 26.7%
5 Year 12.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 175.67 Yr.
Ashish Aggarwal1 Jan 221.66 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services93.04%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
20%₹168 Cr1,069,792
↑ 103,938
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹125 Cr1,301,901
↓ -328,672
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
7%₹61 Cr1,082,259
↓ -43,214
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹59 Cr609,912
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Aug 23 | ISEC
4%₹32 Cr506,752
↑ 506,752
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
3%₹29 Cr292,368
↑ 16,138
REC Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532955
3%₹29 Cr1,198,701
↓ -457,175
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532810
3%₹28 Cr1,078,701
↑ 369,507
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
3%₹27 Cr2,941,195
↑ 431,241
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹26 Cr188,396

4. 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 23.7% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Aug 23) ₹877.681 ↑ 6.68   (0.77 %)
Net Assets (Cr) ₹8,358 on 31 Jul 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.32
Information Ratio -1.32
Alpha Ratio -1.91
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 Aug 18₹10,000
31 Aug 19₹8,288
31 Aug 20₹8,419
31 Aug 21₹13,530
31 Aug 22₹14,767
31 Aug 23₹17,660

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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 3.6%
3 Month 15.5%
6 Month 21.1%
1 Year 21.4%
3 Year 26.5%
5 Year 11.8%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
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%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 212.52 Yr.
Ratish Varier24 Feb 212.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.33%
Industrials17.9%
Consumer Cyclical17.82%
Basic Materials10.94%
Health Care9.39%
Technology4.56%
Utility3.31%
Consumer Defensive3.09%
Communication Services2.13%
Real Estate1.99%
Energy0.63%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹318 Cr22,120,395
Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
4%₹313 Cr1,624,015
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹228 Cr9,072,361
↓ -230,602
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹221 Cr760,591
↑ 23,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹221 Cr478,957
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹220 Cr8,459,013
↑ 1,095,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹217 Cr1,270,221
↑ 75,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹212 Cr1,036,784
↓ -141,150
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹212 Cr6,391,007
↑ 41,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
2%₹204 Cr1,816,845

5. 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% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (22 Aug 23) ₹171.133 ↑ 0.26   (0.15 %)
Net Assets (Cr) ₹1,684 on 31 Jul 23
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.97
Information Ratio -0.13
Alpha Ratio 1.43
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,774
31 Aug 20₹8,700
31 Aug 21₹13,529
31 Aug 22₹14,458
31 Aug 23₹16,052

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 22 Aug 23

DurationReturns
1 Month -0.3%
3 Month 8.6%
6 Month 13.7%
1 Year 14%
3 Year 22.2%
5 Year 9.9%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
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%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221.67 Yr.
Rohit Seksaria24 Feb 212.52 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.9%
Industrials13.08%
Technology11.22%
Consumer Defensive9.38%
Consumer Cyclical8.6%
Energy6.76%
Basic Materials5.31%
Health Care5.28%
Communication Services3.38%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹152 Cr968,960
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹113 Cr1,178,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹111 Cr460,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹82 Cr570,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹67 Cr1,199,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
4%₹59 Cr116,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹47 Cr483,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹43 Cr160,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹43 Cr388,000
ICRA Ltd (Financial Services)
Equity, Since 31 Jan 22 | ICRA
2%₹39 Cr67,000

6. 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 11.6% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2022 was -1.3% , 2021 was 42.1% and 2020 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 (22 Aug 23) ₹61.4555 ↑ 0.31   (0.51 %)
Net Assets (Cr) ₹5,535 on 31 Jul 23
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.9
Information Ratio -0.97
Alpha Ratio -2.22
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,125
31 Aug 20₹9,350
31 Aug 21₹14,876
31 Aug 22₹15,505
31 Aug 23₹17,164

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 22 Aug 23

DurationReturns
1 Month 0.4%
3 Month 9.3%
6 Month 14.8%
1 Year 13.1%
3 Year 21.8%
5 Year 11.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.3%
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%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.67 Yr.
Ashish Aggarwal1 Jan 221.67 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services26.19%
Consumer Cyclical15.51%
Industrials14.03%
Technology10.28%
Basic Materials7.7%
Health Care6.38%
Consumer Defensive5.95%
Energy3.82%
Communication Services2.36%
Utility2.16%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
6%₹314 Cr1,999,316
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹268 Cr2,800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹209 Cr870,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹187 Cr1,299,690
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹134 Cr1,371,950
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹131 Cr2,330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹127 Cr470,000
↓ -10,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹91 Cr808,159
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
2%₹87 Cr780,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 21 | TCS
2%₹86 Cr257,671

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 12.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (22 Aug 23) ₹72.2012 ↑ 0.64   (0.89 %)
Net Assets (Cr) ₹1,242 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 0.84
Information Ratio 0.16
Alpha Ratio 3.88
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 Aug 18₹10,000
31 Aug 19₹8,728
31 Aug 20₹9,132
31 Aug 21₹12,711
31 Aug 22₹14,292
31 Aug 23₹16,336

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month 2.1%
3 Month 14.3%
6 Month 19.6%
1 Year 17.8%
3 Year 20.4%
5 Year 10.5%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 9.3%
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%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221.67 Yr.
Ashish Aggarwal1 Jan 221.67 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical44.33%
Consumer Defensive32.25%
Communication Services10.45%
Basic Materials3.07%
Financial Services2.91%
Health Care1.81%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹93 Cr371,782
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
7%₹92 Cr2,103,660
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹87 Cr3,444,054
↓ -57,651
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹79 Cr255,389
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹77 Cr901,929
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
5%₹64 Cr405,619
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹64 Cr63,703
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹57 Cr564,432
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹45 Cr123,246
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹43 Cr19,417

8. 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
31 Aug 18₹10,000
31 Aug 19₹9,655
31 Aug 20₹9,935
31 Aug 21₹14,823

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 22 Aug 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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

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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