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8 Best Sundaram SIP Mutual Funds 2024 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2024

Updated on July 21, 2024 , 16044 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 2024. 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 (%)2023 (%)
Sundaram Infrastructure Advantage Fund Growth ₹94.954
↓ -0.59
₹1,044 100 11.52754.727.424.741.7
Sundaram Mid Cap Fund Growth ₹1,292.38
↓ -3.20
₹11,821 100 15.424.452.625.124.540.4
Sundaram Small Cap Fund Growth ₹248.389
↓ -0.18
₹3,331 100 8.415.940.222.527.345.3
Sundaram Rural and Consumption Fund Growth ₹95.2608
↑ 1.13
₹1,495 100 14.420.134.820.419.630.2
Sundaram Financial Services Opportunities Fund Growth ₹98.0546
↓ -1.12
₹1,387 100 9.11529.820.218.431.1
Sundaram Large and Mid Cap Fund Growth ₹83.0291
↓ -0.27
₹6,859 100 12.32135.618.720.226.8
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Diversified Equity Fund Growth ₹214.552
↓ -0.17
₹1,649 250 10.216.42516.817.323.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 24
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. 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 12.7% since its launch.  Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (23 Jul 24) ₹94.954 ↓ -0.59   (-0.62 %)
Net Assets (Cr) ₹1,044 on 30 Jun 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.55
Sharpe Ratio 3.6
Information Ratio 0
Alpha Ratio 13.89
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 Jun 19₹10,000
30 Jun 20₹7,777
30 Jun 21₹13,161
30 Jun 22₹13,639
30 Jun 23₹17,682
30 Jun 24₹28,622

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 ₹556,833.
Net Profit of ₹256,833
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 23 Jul 24

DurationReturns
1 Month 0.4%
3 Month 11.5%
6 Month 27%
1 Year 54.7%
3 Year 27.4%
5 Year 24.7%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
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%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 203.94 Yr.
Ashish Aggarwal1 Jan 222.5 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials42.04%
Utility11.18%
Energy10.12%
Basic Materials9.63%
Communication Services8.41%
Financial Services5.04%
Technology4.34%
Consumer Cyclical3.13%
Real Estate2.01%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
7%₹75 Cr210,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹65 Cr207,000
↓ -12,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹63 Cr435,000
↓ -7,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC
6%₹59 Cr1,570,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹37 Cr32,000
↑ 4,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID
3%₹28 Cr855,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
3%₹28 Cr900,000
↓ -250,000
Siemens Ltd (Industrials)
Equity, Since 31 Aug 22 | SIEMENS
2%₹22 Cr28,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
2%₹21 Cr44,000
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
2%₹19 Cr31,400

2. 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 24.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (23 Jul 24) ₹1,292.38 ↓ -3.20   (-0.25 %)
Net Assets (Cr) ₹11,821 on 30 Jun 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.24
Information Ratio -0.4
Alpha Ratio 4.95
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 Jun 19₹10,000
30 Jun 20₹8,343
30 Jun 21₹13,685
30 Jun 22₹13,620
30 Jun 23₹17,774
30 Jun 24₹27,582

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 ₹556,833.
Net Profit of ₹256,833
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 23 Jul 24

DurationReturns
1 Month 2.2%
3 Month 15.4%
6 Month 24.4%
1 Year 52.6%
3 Year 25.1%
5 Year 24.5%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
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%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.35 Yr.
Ratish Varier24 Feb 213.35 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials20.81%
Financial Services19.77%
Consumer Cyclical18.55%
Health Care10.95%
Basic Materials9.08%
Technology5.68%
Utility2.69%
Consumer Defensive2.34%
Real Estate2.24%
Communication Services1.76%
Energy1.25%
Asset Allocation
Asset ClassValue
Cash4.69%
Equity95.31%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
4%₹492 Cr1,239,180
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹418 Cr8,339,782
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹386 Cr906,576
↑ 5,708
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
3%₹358 Cr654,127
↓ -51,308
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹355 Cr20,011,397
↓ -263,121
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL
2%₹285 Cr1,777,263
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC
2%₹265 Cr5,470,000
↓ -130,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹249 Cr1,410,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS
2%₹248 Cr5,207,843
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB
2%₹243 Cr4,457,411
↑ 333,223

3. 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 18% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (23 Jul 24) ₹248.389 ↓ -0.18   (-0.07 %)
Net Assets (Cr) ₹3,331 on 30 Jun 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 2.4
Information Ratio -0.49
Alpha Ratio 0.4
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 Jun 19₹10,000
30 Jun 20₹7,895
30 Jun 21₹15,876
30 Jun 22₹15,968
30 Jun 23₹21,154
30 Jun 24₹30,594

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 ₹598,181.
Net Profit of ₹298,181
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 23 Jul 24

DurationReturns
1 Month 1%
3 Month 8.4%
6 Month 15.9%
1 Year 40.2%
3 Year 22.5%
5 Year 27.3%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
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%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 221.67 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services24.8%
Industrials17.71%
Consumer Cyclical14.61%
Technology10.41%
Health Care8.9%
Basic Materials6.66%
Consumer Defensive5.94%
Real Estate4.33%
Communication Services3.2%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹102 Cr702,024
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹100 Cr1,090,902
↓ -73,658
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹90 Cr192,356
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
3%₹85 Cr18,825,767
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | BRIGADE
2%₹80 Cr595,041
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹79 Cr387,840
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
2%₹76 Cr950,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹73 Cr410,580
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹70 Cr2,132,517
↑ 204,753
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹67 Cr171,608

4. 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 13.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (23 Jul 24) ₹95.2608 ↑ 1.13   (1.20 %)
Net Assets (Cr) ₹1,495 on 30 Jun 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.26
Information Ratio -0.44
Alpha Ratio 5.72
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 Jun 19₹10,000
30 Jun 20₹9,137
30 Jun 21₹13,081
30 Jun 22₹13,102
30 Jun 23₹16,721
30 Jun 24₹22,187

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 ₹493,520.
Net Profit of ₹193,520
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 23 Jul 24

DurationReturns
1 Month 6.4%
3 Month 14.4%
6 Month 20.1%
1 Year 34.8%
3 Year 20.4%
5 Year 19.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
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%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.5 Yr.
1 Jul 240 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.78%
Consumer Defensive34.37%
Communication Services11.51%
Health Care2.82%
Financial Services2.41%
Real Estate2.37%
Basic Materials1.63%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹143 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹127 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
8%₹123 Cr2,454,592
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
8%₹117 Cr407,736
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹101 Cr408,013
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹87 Cr255,389
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹61 Cr480,998
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | EMAMILTD
4%₹60 Cr866,731
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
4%₹59 Cr49,344
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹50 Cr246,492

5. 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 15.2% since its launch.  Ranked 23 in Sectoral category.  Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (23 Jul 24) ₹98.0546 ↓ -1.12   (-1.13 %)
Net Assets (Cr) ₹1,387 on 30 Jun 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.99
Information Ratio 1.48
Alpha Ratio 16
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 Jun 19₹10,000
30 Jun 20₹7,886
30 Jun 21₹12,534
30 Jun 22₹11,818
30 Jun 23₹16,469
30 Jun 24₹22,240

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 ₹481,656.
Net Profit of ₹181,656
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 23 Jul 24

DurationReturns
1 Month 0.6%
3 Month 9.1%
6 Month 15%
1 Year 29.8%
3 Year 20.2%
5 Year 18.4%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
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%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 176.5 Yr.
Ashish Aggarwal1 Jan 222.5 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services96.37%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity95.87%
Debt0.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
17%₹239 Cr1,420,094
↑ 120,790
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
11%₹154 Cr1,284,506
↓ -483,482
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK
9%₹128 Cr1,012,094
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
6%₹82 Cr965,673
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
5%₹64 Cr440,354
ICICI Securities Ltd (Financial Services)
Equity, Since 30 Jun 24 | ISEC
4%₹60 Cr789,452
↑ 789,452
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹55 Cr188,623
↑ 10,449
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹53 Cr1,400,089
↑ 447,789
Can Fin Homes Ltd (Financial Services)
Equity, Since 31 Jul 23 | CANFINHOME
4%₹51 Cr556,717
↓ -37,776
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹51 Cr347,541
↑ 107,055

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 12.9% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% .

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 (23 Jul 24) ₹83.0291 ↓ -0.27   (-0.32 %)
Net Assets (Cr) ₹6,859 on 30 Jun 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.28
Information Ratio -0.61
Alpha Ratio -3.3
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 Jun 19₹10,000
30 Jun 20₹8,621
30 Jun 21₹13,527
30 Jun 22₹13,710
30 Jun 23₹16,964
30 Jun 24₹23,557

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 ₹505,644.
Net Profit of ₹205,644
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 23 Jul 24

DurationReturns
1 Month 1.9%
3 Month 12.3%
6 Month 21%
1 Year 35.6%
3 Year 18.7%
5 Year 20.2%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
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%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S. Bharath1 Jul 240 Yr.
Ashish Aggarwal1 Jan 222.5 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services23.39%
Industrials18.44%
Consumer Cyclical16.11%
Health Care8.71%
Technology7.59%
Consumer Defensive5.55%
Basic Materials5.38%
Energy4.78%
Communication Services4.26%
Utility2.46%
Real Estate1.74%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.4%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
5%₹316 Cr1,875,000
↓ -35,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹267 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹240 Cr765,000
↓ -95,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹195 Cr2,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹147 Cr415,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹139 Cr6,943,496
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹133 Cr1,220,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 21 | DIXON
2%₹132 Cr110,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹130 Cr900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
2%₹127 Cr1,000,000

7. 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 Jun 19₹10,000
30 Jun 20₹9,044
30 Jun 21₹13,240

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 23 Jul 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

8. 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 16.4% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (23 Jul 24) ₹214.552 ↓ -0.17   (-0.08 %)
Net Assets (Cr) ₹1,649 on 30 Jun 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.62
Information Ratio -0.85
Alpha Ratio -6.91
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,208
30 Jun 21₹12,840
30 Jun 22₹13,127
30 Jun 23₹16,222
30 Jun 24₹20,626

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 ₹470,047.
Net Profit of ₹170,047
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 23 Jul 24

DurationReturns
1 Month 2.8%
3 Month 10.2%
6 Month 16.4%
1 Year 25%
3 Year 16.8%
5 Year 17.3%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
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%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 222.5 Yr.
Rohit Seksaria24 Feb 213.35 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services33.24%
Industrials11.65%
Consumer Defensive10.69%
Technology9.62%
Consumer Cyclical8.95%
Energy8.91%
Basic Materials6.35%
Health Care5.37%
Communication Services4.17%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash0.44%
Equity99.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹144 Cr460,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹141 Cr836,000
↓ -20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹106 Cr883,000
↓ -103,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹68 Cr436,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹56 Cr156,446
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
3%₹53 Cr419,000
↓ -27,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹50 Cr326,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹46 Cr545,000
↓ -39,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS
3%₹45 Cr457,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹45 Cr114,734

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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