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Best Sundaram SIP Mutual Funds 2021
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 2021. 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 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 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 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 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 (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 (%) 2020 (%) Sundaram Select Focus Fund Growth ₹230.148
↓ -0.66 ₹1,217 100 3 23.5 51.8 11.9 14.9 11.9 Sundaram Financial Services Opportunities Fund Growth ₹52.1115
↓ -0.44 ₹328 100 1.1 32.9 59.7 11 16.2 2.7 Sundaram Large and Mid Cap Fund Growth ₹44.1225
↓ -0.24 ₹1,479 100 6.8 28.3 61.7 10.5 15.7 7.6 Sundaram Diversified Equity Fund Growth ₹122.365
↓ -0.42 ₹2,395 250 4.8 27.4 61.8 5.9 12.2 9.9 Sundaram Rural and Consumption Fund Growth ₹49.7896
↑ 0.04 ₹1,362 100 0.3 22.4 47.2 5 13.9 13.5 Sundaram Mid Cap Fund Growth ₹584.929
↓ -1.98 ₹6,230 100 7.8 35.3 70.2 4.2 12.3 11.8 Sundaram Infrastructure Advantage Fund Growth ₹40.3989
↓ -0.11 ₹544 100 11.1 42 79.1 4 12 10.4 Sundaram Small Cap Fund Growth ₹110.642
↑ 1.32 ₹1,230 100 12.2 40.8 96.1 2 11.4 26.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Global Advantage Fund
CAGR/Annualized return of 6.6% since its launch. Ranked 28 in Global category. Return for 2020 was 21.4% , 2019 was 17.6% and 2018 was -8.1% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (08 Apr 21) ₹23.9929 ↑ 0.13 (0.56 %) Net Assets (Cr) ₹54 on 28 Feb 21 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio 1.33 Information Ratio -0.74 Alpha Ratio 5.53 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 31 Mar 16 ₹10,000 31 Mar 17 ₹11,167 31 Mar 18 ₹13,006 31 Mar 19 ₹12,902 31 Mar 20 ₹12,245 31 Mar 21 ₹17,720 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month 8.1% 3 Month 8.6% 6 Month 19.9% 1 Year 43.6% 3 Year 12.3% 5 Year 13.4% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -1.9% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 0.69 Yr. Rohit Seksaria 30 Dec 17 3.25 Yr. Data below for Sundaram Global Advantage Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Consumer Cyclical 29.87% Technology 25.02% Communication Services 11.94% Consumer Defensive 9.72% Financial Services 4.54% Industrials 4.24% Asset Allocation
Asset Class Value Cash 14.68% Equity 85.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -95% ₹51 Cr 6,110,097
↑ 187,394 Treps
Net Current Assets | -4% ₹2 Cr Reverse Repo
CBLO/Reverse Repo | -0% ₹0 Cr Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 2. Sundaram Select Focus Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 55 in Focused category. Return for 2020 was 11.9% , 2019 was 15% and 2018 was 1.2% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (09 Apr 21) ₹230.148 ↓ -0.66 (-0.29 %) Net Assets (Cr) ₹1,217 on 28 Feb 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.38 Sharpe Ratio 0.67 Information Ratio -0.27 Alpha Ratio -6.35 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 31 Mar 16 ₹10,000 31 Mar 17 ₹11,913 31 Mar 18 ₹13,643 31 Mar 19 ₹15,247 31 Mar 20 ₹12,056 31 Mar 21 ₹19,395 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -1.9% 3 Month 3% 6 Month 23.5% 1 Year 51.8% 3 Year 11.9% 5 Year 14.9% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 11.9% 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% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure S. Bharath 24 Feb 21 0.1 Yr. Rahul Baijal 10 Oct 16 4.48 Yr. Data below for Sundaram Select Focus Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 37.99% Technology 17.89% Energy 11.6% Consumer Defensive 6.1% Communication Services 5.8% Industrials 5.59% Basic Materials 3.41% Health Care 3.4% Consumer Cyclical 2.16% Real Estate 2.11% Utility 2% Asset Allocation
Asset Class Value Cash 1.95% Equity 98.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK10% ₹120 Cr 780,385 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK10% ₹117 Cr 1,949,927
↓ -230,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY9% ₹107 Cr 854,970 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE8% ₹91 Cr 438,562
↑ 29,123 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL6% ₹71 Cr 1,268,661
↓ -32,944 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 19 | LT6% ₹68 Cr 471,874 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC5% ₹59 Cr 233,917
↑ 307 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322155% ₹59 Cr 815,112
↑ 160,655 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS5% ₹58 Cr 199,298 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | HCLTECH4% ₹53 Cr 580,857 3. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 23 in Sectoral category. Return for 2020 was 2.7% , 2019 was 26.4% and 2018 was -3.7% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (09 Apr 21) ₹52.1115 ↓ -0.44 (-0.84 %) Net Assets (Cr) ₹328 on 28 Feb 21 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio 0.55 Information Ratio -1.04 Alpha Ratio 1.35 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 31 Mar 16 ₹10,000 31 Mar 17 ₹13,819 31 Mar 18 ₹14,650 31 Mar 19 ₹16,272 31 Mar 20 ₹12,212 31 Mar 21 ₹20,875 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -6.7% 3 Month 1.1% 6 Month 32.9% 1 Year 59.7% 3 Year 11% 5 Year 16.2% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 2.7% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Ratish Varier 23 Jul 20 0.69 Yr. Rahul Baijal 1 Apr 19 2 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 95.06% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK21% ₹70 Cr 457,468 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK14% ₹47 Cr 787,588 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC12% ₹41 Cr 161,518
↓ -24,389 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹29 Cr 400,380
↑ 60,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN5% ₹16 Cr 316,141 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹16 Cr 398,284
↑ 90,957 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN4% ₹13 Cr 636,752
↓ -78,370 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK4% ₹13 Cr 70,301
↓ -17,220 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 5428673% ₹10 Cr 449,234
↑ 140,747 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹10 Cr 9,946 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2020 was 7.6% , 2019 was 10.3% and 2018 was 0.4% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (09 Apr 21) ₹44.1225 ↓ -0.24 (-0.53 %) Net Assets (Cr) ₹1,479 on 28 Feb 21 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 0.6 Information Ratio -0.17 Alpha Ratio -12.69 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 31 Mar 16 ₹10,000 31 Mar 17 ₹12,933 31 Mar 18 ₹14,663 31 Mar 19 ₹15,933 31 Mar 20 ₹11,854 31 Mar 21 ₹20,253 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -2.2% 3 Month 6.8% 6 Month 28.3% 1 Year 61.7% 3 Year 10.5% 5 Year 15.7% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -23.3% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 0.1 Yr. Rahul Baijal 24 Feb 21 0.1 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 31.24% Consumer Cyclical 12.58% Industrials 11.75% Technology 9.64% Energy 8.1% Basic Materials 7.94% Health Care 6.51% Consumer Defensive 4.34% Communication Services 2.95% Real Estate 2.19% Asset Allocation
Asset Class Value Cash 2.77% Equity 97.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 13 | RELIANCE6% ₹84 Cr 400,896
↑ 70,896 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹61 Cr 1,019,172
↓ -60,906 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹59 Cr 387,369
↓ -4,150 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5002714% ₹57 Cr 656,577 Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 20 | LT4% ₹55 Cr 380,598
↓ -4,189 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK4% ₹53 Cr 6,354,994 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5406113% ₹51 Cr 451,305
↓ -24,247 Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | 5004803% ₹50 Cr 637,198
↓ -37,888 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹44 Cr 353,469
↓ -29,941 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹44 Cr 783,998
↓ -16,078 5. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 14 in ELSS category. Return for 2020 was 9.9% , 2019 was 6.2% and 2018 was -10.6% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (09 Apr 21) ₹122.365 ↓ -0.42 (-0.34 %) Net Assets (Cr) ₹2,395 on 28 Feb 21 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.64 Information Ratio -1.34 Alpha Ratio -9.72 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹12,913 31 Mar 18 ₹14,230 31 Mar 19 ₹14,599 31 Mar 20 ₹10,256 31 Mar 21 ₹17,443 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -1.9% 3 Month 4.8% 6 Month 27.4% 1 Year 61.8% 3 Year 5.9% 5 Year 12.2% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -25.4% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S. Bharath 23 Jul 20 0.69 Yr. Rohit Seksaria 24 Feb 21 0.1 Yr. Data below for Sundaram Diversified Equity Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Financial Services 33.33% Industrials 11.56% Technology 11.25% Basic Materials 9.33% Consumer Cyclical 8.98% Energy 8.36% Consumer Defensive 8.16% Health Care 5.55% Communication Services 2.86% Utility 0.18% Asset Allocation
Asset Class Value Cash 0.43% Equity 99.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹180 Cr 1,170,000
↓ -30,000 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹168 Cr 807,500
↓ -32,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹149 Cr 2,500,000
↓ -70,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY6% ₹133 Cr 1,060,000
↓ -25,500 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC5% ₹121 Cr 478,000
↓ -6,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹105 Cr 1,450,000
↓ -50,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹73 Cr 700,000
↓ -30,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 19 | HCLTECH3% ₹72 Cr 792,000
↓ -65,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹69 Cr 1,233,000
↓ -97,000 Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 18 | 5399783% ₹65 Cr 860,000
↓ -50,000 6. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 2 in Sectoral category. Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (09 Apr 21) ₹49.7896 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹1,362 on 28 Feb 21 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.46 Information Ratio -0.91 Alpha Ratio -14.38 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.
Date Value 31 Mar 16 ₹10,000 31 Mar 17 ₹14,150 31 Mar 18 ₹15,726 31 Mar 19 ₹16,077 31 Mar 20 ₹12,194 31 Mar 21 ₹18,933 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -1.6% 3 Month 0.3% 6 Month 22.4% 1 Year 47.2% 3 Year 5% 5 Year 13.9% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -23.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S. Bharath 25 Apr 18 2.94 Yr. Rohit Seksaria 23 Jul 20 0.69 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Consumer Defensive 29.01% Consumer Cyclical 25.87% Financial Services 20.11% Basic Materials 14.95% Industrials 5.9% Technology 2.21% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 0.45% Equity 99.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008006% ₹85 Cr 1,400,000
↓ -200,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL6% ₹83 Cr 800,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006966% ₹77 Cr 360,000
↓ -20,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M6% ₹77 Cr 950,000
↓ -6,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK5% ₹72 Cr 470,000
↓ -1,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON5% ₹64 Cr 1,650,000
↓ -50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK5% ₹63 Cr 1,050,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008205% ₹61 Cr 270,000
↓ -18,250 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM4% ₹61 Cr 625,000
↓ -5,000 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 19 | VOLTAS4% ₹59 Cr 575,000
↓ -25,000 7. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.3% since its launch. Ranked 13 in Mid Cap category. Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (09 Apr 21) ₹584.929 ↓ -1.98 (-0.34 %) Net Assets (Cr) ₹6,230 on 28 Feb 21 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.62 Information Ratio -0.5 Alpha Ratio -12.29 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 31 Mar 16 ₹10,000 31 Mar 17 ₹13,569 31 Mar 18 ₹15,160 31 Mar 19 ₹14,343 31 Mar 20 ₹10,040 31 Mar 21 ₹17,549 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -1.3% 3 Month 7.8% 6 Month 35.3% 1 Year 70.2% 3 Year 4.2% 5 Year 12.3% 10 Year 15 Year Since launch 24.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -23.7% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 0.1 Yr. Ratish Varier 24 Feb 21 0.1 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Consumer Cyclical 21.21% Financial Services 19.92% Industrials 18.6% Basic Materials 13.47% Technology 8.38% Health Care 7.74% Consumer Defensive 4.9% Communication Services 2.34% Utility 1.7% Real Estate 0.75% Asset Allocation
Asset Class Value Cash 0.99% Equity 99.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM4% ₹224 Cr 2,311,855
↓ -142,573 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200564% ₹223 Cr 630,000
↓ -44,981 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹180 Cr 590,000
↓ -10,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002713% ₹176 Cr 2,027,701 Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹171 Cr 2,175,000
↓ -74,713 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN3% ₹167 Cr 3,220,000
↓ -2,049 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹162 Cr 670,000
↓ -15,977 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹158 Cr 18,952,752 Quess Corp Ltd (Industrials)
Equity, Since 30 Nov 17 | 5399782% ₹145 Cr 1,934,541
↓ -21,275 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | VOLTAS2% ₹141 Cr 1,386,681
↓ -71,689 8. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 9.4% since its launch. Return for 2020 was 10.4% , 2019 was 2.2% and 2018 was -21.9% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (09 Apr 21) ₹40.3989 ↓ -0.11 (-0.27 %) Net Assets (Cr) ₹544 on 28 Feb 21 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.58 Sharpe Ratio 0.71 Information Ratio -0.81 Alpha Ratio -5.82 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 31 Mar 16 ₹10,000 31 Mar 17 ₹12,969 31 Mar 18 ₹14,946 31 Mar 19 ₹14,142 31 Mar 20 ₹9,297 31 Mar 21 ₹17,365 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 21 Duration Returns 1 Month -1.9% 3 Month 11.1% 6 Month 42% 1 Year 79.1% 3 Year 4% 5 Year 12% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -39.7% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S. Bharath 1 Apr 19 2 Yr. Ratish Varier 23 Jul 20 0.69 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 21
Equity Sector Allocation
Sector Value Industrials 46.64% Basic Materials 16.83% Energy 11.78% Financial Services 8.01% Technology 4.47% Real Estate 4.26% Communication Services 3.88% Utility 3.73% Asset Allocation
Asset Class Value Cash 0.39% Equity 99.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 09 | LT9% ₹46 Cr 321,736
↑ 27,323 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹41 Cr 198,210
↑ 42,885 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹35 Cr 362,486 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK5% ₹30 Cr 498,729
↓ -6,535 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 5329294% ₹23 Cr 800,000 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221134% ₹23 Cr 176,872 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹22 Cr 4,895
↓ -656 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060764% ₹22 Cr 252,093
↓ -92,893 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹21 Cr 380,000
↑ 36,222 JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT3% ₹19 Cr 70,820
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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