Best Sundaram SIP Mutual Funds 2019

1. 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 13.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

2. 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 11.6% since its launch.  Ranked 2 in Sectoral category.  Return for 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% .

Below is the key information for Sundaram Rural and Consumption Fund

3. 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 10.6% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% .

Below is the key information for Sundaram Large and Mid Cap Fund

4. 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 18.8% since its launch.  Ranked 55 in Focused category.  Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% .

Below is the key information for Sundaram Select Focus Fund

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 16.7% since its launch.  Ranked 14 in ELSS category.  Return for 2018 was -10.6% , 2017 was 38.4% and 2016 was 6.8% .

Below is the key information for Sundaram Diversified Equity Fund

6. 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 25.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% .

Below is the key information for Sundaram Mid Cap Fund

7. Sundaram Infrastructure Advantage Fund

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

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 9% since its launch.  Return for 2018 was -21.9% , 2017 was 55.5% and 2016 was -0.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

8. 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 16.2% since its launch.  Ranked 19 in Small Cap category.  Return for 2018 was -29.2% , 2017 was 55.6% and 2016 was -0.1% .

Below is the key information for Sundaram Small Cap Fund