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Best Sundaram SIP Mutual Funds 2019
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 2019. 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
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2017 (%) Sundaram Rural and Consumption Fund Growth ₹40.5851
↓ -0.17 ₹2,431 250 6.9 -0.7 -8.5 18 19.4 -7.8 Sundaram Financial Services Opportunities Fund Growth ₹38.4651
↓ -0.19 ₹146 250 9.6 -1.5 -6.2 17.9 16.9 -3.7 Sundaram Large and Mid Cap Fund Growth ₹32.8652
↓ -0.16 ₹462 250 6 0.6 -2.1 15.6 18.1 0.4 Sundaram Select Focus Fund Growth ₹169.757
↓ -0.33 ₹873 250 4.7 -1.2 0.4 14.3 13.1 1.2 Sundaram Diversified Equity Fund Growth ₹95.7578
↓ -0.36 ₹2,607 250 3.9 -4.4 -11.7 13.3 14.9 -10.6 Sundaram Mid Cap Fund Growth ₹453.263
↓ -1.53 ₹5,731 250 4.6 -4.3 -15.8 13.1 21.1 -15.4 Sundaram Global Advantage Fund Growth ₹16.1901
↑ 0.13 ₹21 250 -2.7 -3.4 -6.9 12.9 2.1 -8.1 Sundaram Infrastructure Advantage Fund Growth ₹30.6269
↓ -0.09 ₹582 250 5.7 -1.6 -21 10.1 15.9 -21.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
(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 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 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 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 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 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 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 1. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.7% since its launch. Ranked 2 in Sectoral category. Return for 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (18 Jan 19) ₹40.5851 ↓ -0.17 (-0.41 %) Net Assets (Cr) ₹2,431 on 30 Nov 18 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio -0.48 Information Ratio 0.66 Alpha Ratio -6.27 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,737 31 Dec 15 ₹15,668 31 Dec 16 ₹18,978 31 Dec 17 ₹26,320 31 Dec 18 ₹24,262 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.6% 3 Month 6.9% 6 Month -0.7% 1 Year -8.5% 3 Year 18% 5 Year 19.4% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2017 -7.8% 2016 38.7% 2015 21.1% 2014 6.3% 2013 47.4% 2012 -0.6% 2011 34.1% 2010 -23.1% 2009 20.8% 2008 75.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 2.83 Yr. S. Bharath 25 Apr 18 0.52 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Consumer Defensive 34.57% Basic Materials 21.23% Consumer Cyclical 16.6% Financial Services 13.27% Industrials 3.79% Technology 2.37% Asset Allocation
Asset Class Value Cash 4.33% Equity 95.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006965% ₹127 Cr 700,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC5% ₹124 Cr 4,388,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M5% ₹121 Cr 1,509,724 Treps
CBLO/Reverse Repo | -4% ₹104 Cr UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL3% ₹76 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN3% ₹63 Cr 2,114,265 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | 5008253% ₹62 Cr 200,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008202% ₹58 Cr 425,000 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | 5008302% ₹56 Cr 420,000 City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB2% ₹54 Cr 2,750,000 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 23 in Sectoral category. Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (18 Jan 19) ₹38.4651 ↓ -0.19 (-0.48 %) Net Assets (Cr) ₹146 on 30 Nov 18 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.98 Sharpe Ratio -0.26 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹15,802 31 Dec 15 ₹14,386 31 Dec 16 ₹16,230 31 Dec 17 ₹21,640 31 Dec 18 ₹20,847 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 0.7% 3 Month 9.6% 6 Month -1.5% 1 Year -6.2% 3 Year 17.9% 5 Year 16.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2017 -3.7% 2016 33.3% 2015 12.8% 2014 -9% 2013 58% 2012 -12.4% 2011 47.1% 2010 -32.9% 2009 35.5% 2008 71.6% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 0.84 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 96.36% Asset Allocation
Asset Class Value Cash 3.64% Equity 96.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK25% ₹36 Cr 170,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK14% ₹20 Cr 562,644 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN9% ₹13 Cr 470,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322158% ₹11 Cr 183,312
↑ 42,178 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK7% ₹11 Cr 86,489 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC6% ₹9 Cr 43,243 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000345% ₹7 Cr 28,034 Cblo
CBLO | -4% ₹7 Cr Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Oct 17 | BHARATFIN4% ₹5 Cr 51,466 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Mar 18 | 5411792% ₹3 Cr 135,392 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 10.5% 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% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (18 Jan 19) ₹32.8652 ↓ -0.16 (-0.49 %) Net Assets (Cr) ₹462 on 30 Nov 18 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.85 Sharpe Ratio 0.06 Information Ratio 0.41 Alpha Ratio 0.95 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,888 31 Dec 15 ₹15,403 31 Dec 16 ₹16,567 31 Dec 17 ₹22,550 31 Dec 18 ₹22,644 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -1% 3 Month 6% 6 Month 0.6% 1 Year -2.1% 3 Year 15.6% 5 Year 18.1% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2017 0.4% 2016 36.1% 2015 7.6% 2014 3.5% 2013 48.9% 2012 -3% 2011 33.1% 2010 -23.3% 2009 11.3% 2008 67.8% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 0.84 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 34.14% Consumer Cyclical 14.23% Basic Materials 12.8% Consumer Defensive 10.64% Industrials 9.85% Technology 6.65% Health Care 4.34% Energy 2.79% Asset Allocation
Asset Class Value Cash 4.56% Equity 95.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹23 Cr 640,018 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹19 Cr 299,918
↑ 76,482 Treps
CBLO/Reverse Repo | -4% ₹17 Cr EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 5008404% ₹17 Cr 861,919
↑ 19,973 State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN3% ₹16 Cr 539,602
↑ 49,602 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM3% ₹15 Cr 237,227 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK3% ₹15 Cr 70,688
↑ 22,286 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | ABFRL3% ₹15 Cr 734,885 Cummins India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5004803% ₹15 Cr 172,097 Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 5094803% ₹14 Cr 438,905
↑ 69,865 4. Sundaram Select Focus Fund
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% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (18 Jan 19) ₹169.757 ↓ -0.33 (-0.19 %) Net Assets (Cr) ₹873 on 30 Nov 18 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio 0.16 Information Ratio 0.14 Alpha Ratio -1.4 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹13,434 31 Dec 15 ₹13,099 31 Dec 16 ₹13,182 31 Dec 17 ₹17,911 31 Dec 18 ₹18,118 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 0.5% 3 Month 4.7% 6 Month -1.2% 1 Year 0.4% 3 Year 14.3% 5 Year 13.1% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 2017 1.2% 2016 35.9% 2015 0.6% 2014 -2.5% 2013 34.3% 2012 3.6% 2011 21.6% 2010 -23.7% 2009 12.5% 2008 65.5% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 2.06 Yr. Data below for Sundaram Select Focus Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 39.8% Technology 15.85% Consumer Cyclical 9.46% Industrials 7.76% Consumer Defensive 6.22% Basic Materials 3.71% Energy 3.25% Health Care 3.22% Utility 2.6% Communication Services 1.47% Asset Allocation
Asset Class Value Cash 6.65% Equity 93.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK10% ₹84 Cr 397,759 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK9% ₹81 Cr 2,248,587
↑ 170,889 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY7% ₹66 Cr 1,001,020
↓ -125,000 Treps
CBLO/Reverse Repo | -7% ₹62 Cr ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC6% ₹55 Cr 1,945,389 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC5% ₹43 Cr 219,938
↑ 17,941 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322154% ₹39 Cr 634,414
↑ 278,618 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK4% ₹31 Cr 247,279
↑ 39,584 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | MARUTI3% ₹30 Cr 40,702
↓ -16,479 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE3% ₹29 Cr 255,655 5. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 14 in ELSS category. Return for 2018 was -10.6% , 2017 was 38.4% and 2016 was 6.8% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (18 Jan 19) ₹95.7578 ↓ -0.36 (-0.38 %) Net Assets (Cr) ₹2,607 on 30 Nov 18 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.6 Information Ratio -0.63 Alpha Ratio -11.71 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹14,572 31 Dec 15 ₹15,026 31 Dec 16 ₹16,054 31 Dec 17 ₹22,224 31 Dec 18 ₹19,866 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.4% 3 Month 3.9% 6 Month -4.4% 1 Year -11.7% 3 Year 13.3% 5 Year 14.9% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2017 -10.6% 2016 38.4% 2015 6.8% 2014 3.1% 2013 45.7% 2012 1.4% 2011 34.5% 2010 -25.4% 2009 13.1% 2008 72% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 3.59 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 32.13% Consumer Cyclical 15.66% Industrials 14.55% Basic Materials 10.55% Technology 9.13% Consumer Defensive 5.63% Health Care 4.89% Energy 2.52% Utility 1.48% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹153 Cr 4,261,114 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK5% ₹128 Cr 605,597
↑ 18,264 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000344% ₹106 Cr 401,460 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹102 Cr 1,641,415
↑ 378,308 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN4% ₹92 Cr 3,092,270
↑ 879,790 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 5327553% ₹80 Cr 1,108,641 Treps
CBLO/Reverse Repo | -3% ₹77 Cr Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM3% ₹68 Cr 1,070,287 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M3% ₹68 Cr 840,300 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE3% ₹65 Cr 580,667 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 26.1% since its launch. Ranked 13 in Mid Cap category. Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Jan 19) ₹453.263 ↓ -1.53 (-0.34 %) Net Assets (Cr) ₹5,731 on 30 Nov 18 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.97 Information Ratio -0.62 Alpha Ratio -6.89 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹17,503 31 Dec 15 ₹19,455 31 Dec 16 ₹21,659 31 Dec 17 ₹30,490 31 Dec 18 ₹25,793 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.5% 3 Month 4.6% 6 Month -4.3% 1 Year -15.8% 3 Year 13.1% 5 Year 21.1% 10 Year 15 Year Since launch 26.1% Historical performance (Yearly) on absolute basis
Year Returns 2017 -15.4% 2016 40.8% 2015 11.3% 2014 11.2% 2013 75% 2012 4.6% 2011 38% 2010 -23.7% 2009 20.8% 2008 114.6% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 6 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Consumer Cyclical 22.85% Industrials 17.91% Financial Services 16.92% Basic Materials 13.07% Technology 8.41% Consumer Defensive 6.56% Health Care 5.9% Utility 1.97% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM4% ₹223 Cr 3,487,781 Treps
CBLO/Reverse Repo | -3% ₹205 Cr Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 5000863% ₹189 Cr 7,069,348 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹186 Cr 5,147,541 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171743% ₹182 Cr 82,783
↓ -217 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200563% ₹179 Cr 491,350 Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER3% ₹165 Cr 290,000 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL3% ₹162 Cr 7,998,450 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹155 Cr 1,828,505 L&T Technology Services Ltd (Technology)
Equity, Since 30 Sep 16 | LTTS2% ₹149 Cr 870,000 7. Sundaram Global Advantage Fund
CAGR/Annualized return of 4.3% since its launch. Ranked 28 in Global category. Return for 2018 was -8.1% , 2017 was 19.8% and 2016 was 12.8% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (16 Jan 19) ₹16.1901 ↑ 0.13 (0.81 %) Net Assets (Cr) ₹21 on 30 Nov 18 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.53 Sharpe Ratio -0.54 Information Ratio -1.11 Alpha Ratio -2.68 Min Investment 5,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹9,643 31 Dec 15 ₹8,276 31 Dec 16 ₹9,335 31 Dec 17 ₹11,180 31 Dec 18 ₹10,276 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month 2.2% 3 Month -2.7% 6 Month -3.4% 1 Year -6.9% 3 Year 12.9% 5 Year 2.1% 10 Year 15 Year Since launch 4.3% Historical performance (Yearly) on absolute basis
Year Returns 2017 -8.1% 2016 19.8% 2015 12.8% 2014 -14.2% 2013 -3.6% 2012 9.1% 2011 18.9% 2010 -1.9% 2009 10.8% 2008 62.4% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure S Krishnakumar 30 Dec 17 0.84 Yr. Rohit Seksaria 30 Dec 17 0.84 Yr. Data below for Sundaram Global Advantage Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Financial Services 21.12% Technology 17.2% Real Estate 10.74% Consumer Cyclical 9.14% Consumer Defensive 5.02% Energy 4.79% Industrials 4.09% Basic Materials 3.78% Health Care 2.33% Communication Services 2.13% Utility 1.03% Asset Allocation
Asset Class Value Cash 17.91% Equity 81.61% Debt 0.34% Other 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fidelity Asia Focus A-Dis-USD
Investment Fund | -26% ₹5 Cr 94,335 X MSCI EM Asia Swap ETF 1C
- | XMAI25% ₹5 Cr 15,880 Templeton Asian Growth A(Ydis)USD
Investment Fund | -14% ₹3 Cr 14,619 Cash And Other Net Curent Assets
Net Current Assets | -12% ₹3 Cr MS INVF Global Property I
Investment Fund | -9% ₹2 Cr 9,091 X MSCI EM Latin America Swap ETF 1C
- | XMLA9% ₹2 Cr 5,884 Treps
CBLO/Reverse Repo | -5% ₹1 Cr First State Global Resources A Acc GBP
Investment Fund | -₹0 Cr 00
↓ -60,072 8. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 8.8% since its launch. Return for 2018 was -21.9% , 2017 was 55.5% and 2016 was -0.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (18 Jan 19) ₹30.6269 ↓ -0.09 (-0.30 %) Net Assets (Cr) ₹582 on 30 Nov 18 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio -1.17 Information Ratio -0.64 Alpha Ratio -26.26 Min Investment 100,000 Min SIP Investment 250 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 13 ₹10,000 31 Dec 14 ₹15,763 31 Dec 15 ₹16,519 31 Dec 16 ₹16,432 31 Dec 17 ₹25,556 31 Dec 18 ₹19,961 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19 Duration Returns 1 Month -0.2% 3 Month 5.7% 6 Month -1.6% 1 Year -21% 3 Year 10.1% 5 Year 15.9% 10 Year 15 Year Since launch 8.8% Historical performance (Yearly) on absolute basis
Year Returns 2017 -21.9% 2016 55.5% 2015 -0.5% 2014 4.8% 2013 57.6% 2012 -15.8% 2011 19.3% 2010 -39.7% 2009 5.1% 2008 93.4% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S Krishnakumar 1 Jan 16 2.83 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 18
Equity Sector Allocation
Sector Value Industrials 51.63% Basic Materials 21.32% Financial Services 8.25% Consumer Cyclical 4.5% Energy 3.12% Technology 3.05% Utility 2.93% Real Estate 1.92% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT5% ₹30 Cr 211,699
↓ -13,964 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK4% ₹26 Cr 721,969 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹25 Cr 11,158 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM4% ₹24 Cr 397,683 Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5060764% ₹21 Cr 427,386
↑ 60,000 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221133% ₹19 Cr 362,524 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001653% ₹18 Cr 397,537 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE3% ₹18 Cr 155,629 Cblo
CBLO | -3% ₹18 Cr KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | 5002493% ₹18 Cr 227,498
↑ 12,583
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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