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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 June 12, 2024 , 15977 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 ₹95.8074
↑ 0.96
₹942 100 22.230.663.529.323.341.7
Sundaram Mid Cap Fund Growth ₹1,266.25
↑ 12.30
₹10,732 100 18.322.458.726.422.340.4
Sundaram Small Cap Fund Growth ₹245.708
↑ 1.39
₹3,146 100 17.114.946.52524.545.3
Sundaram Large and Mid Cap Fund Growth ₹81.6409
↑ 0.74
₹6,388 100 15.417.839.620.318.626.8
Sundaram Financial Services Opportunities Fund Growth ₹95.8425
↑ 0.61
₹1,258 100 10.7834.619.51731.1
Sundaram Rural and Consumption Fund Growth ₹90.0267
↑ 0.57
₹1,398 100 13.51335.219.316.830.2
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Diversified Equity Fund Growth ₹207.823
↑ 0.96
₹1,603 250 8.711.328.316.615.123.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 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 12.8% 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 (14 Jun 24) ₹95.8074 ↑ 0.96   (1.01 %)
Net Assets (Cr) ₹942 on 30 Apr 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.55
Sharpe Ratio 3.48
Information Ratio -0.02
Alpha Ratio 9.77
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 May 19₹10,000
31 May 20₹6,922
31 May 21₹12,587
31 May 22₹14,098
31 May 23₹16,522
31 May 24₹26,848

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 ₹543,623.
Net Profit of ₹243,623
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 14 Jun 24

DurationReturns
1 Month 10.1%
3 Month 22.2%
6 Month 30.6%
1 Year 63.5%
3 Year 29.3%
5 Year 23.3%
10 Year
15 Year
Since launch 12.8%
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 203.77 Yr.
Ashish Aggarwal1 Jan 222.33 Yr.

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

Equity Sector Allocation
SectorValue
Industrials41.59%
Utility11.68%
Energy11.19%
Basic Materials8.96%
Communication Services8.57%
Financial Services5.97%
Technology3.8%
Consumer Cyclical2.14%
Real Estate2.09%
Asset Allocation
Asset ClassValue
Cash4.02%
Equity95.98%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
8%₹79 Cr218,850
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
7%₹64 Cr219,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹58 Cr442,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
6%₹57 Cr1,570,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹28 Cr28,000
↓ -2,200
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
3%₹27 Cr1,150,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 532898
3%₹24 Cr805,000
↑ 51,667
ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB
2%₹22 Cr33,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
2%₹20 Cr44,000
↓ -8,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
2%₹20 Cr170,000

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 (14 Jun 24) ₹1,266.25 ↑ 12.30   (0.98 %)
Net Assets (Cr) ₹10,732 on 30 Apr 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.41
Information Ratio -0.54
Alpha Ratio 4.11
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 May 19₹10,000
31 May 20₹7,459
31 May 21₹12,703
31 May 22₹13,853
31 May 23₹16,370
31 May 24₹25,022

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 ₹530,691.
Net Profit of ₹230,691
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 14 Jun 24

DurationReturns
1 Month 10.1%
3 Month 18.3%
6 Month 22.4%
1 Year 58.7%
3 Year 26.4%
5 Year 22.3%
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 213.18 Yr.
Ratish Varier24 Feb 213.18 Yr.

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

Equity Sector Allocation
SectorValue
Industrials21.97%
Financial Services21.73%
Consumer Cyclical16.92%
Health Care11.26%
Basic Materials7.73%
Technology5.58%
Utility3.09%
Consumer Defensive2.12%
Real Estate2.06%
Communication Services1.5%
Energy1.37%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.32%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
4%₹408 Cr1,245,057
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹346 Cr21,270,052
↓ -1,694,910
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹345 Cr8,339,782
↓ -5,218
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹342 Cr914,499
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹341 Cr772,315
↓ -10,084
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹304 Cr6,878,660
↓ -1,660,067
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹265 Cr6,031,818
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 532321
2%₹229 Cr2,401,214
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹220 Cr4,021,584
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹219 Cr4,320,988
↓ -870,145

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 (14 Jun 24) ₹245.708 ↑ 1.39   (0.57 %)
Net Assets (Cr) ₹3,146 on 30 Apr 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3
Information Ratio -0.52
Alpha Ratio 2.83
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 May 19₹10,000
31 May 20₹6,723
31 May 21₹14,338
31 May 22₹15,840
31 May 23₹19,202
31 May 24₹27,221

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 ₹556,833.
Net Profit of ₹256,833
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 14 Jun 24

DurationReturns
1 Month 9.2%
3 Month 17.1%
6 Month 14.9%
1 Year 46.5%
3 Year 25%
5 Year 24.5%
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
Ravi Gopalakrishnan1 Jan 222.33 Yr.
Rohit Seksaria1 Nov 221.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.82%
Industrials15.53%
Consumer Cyclical11.43%
Technology9.65%
Health Care8.53%
Basic Materials5.9%
Consumer Defensive5.81%
Real Estate3.79%
Communication Services2.5%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.14%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
3%₹93 Cr1,622,911
↑ 112,686
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹89 Cr1,164,560
↑ 42,447
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹87 Cr192,356
↓ -35,000
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹82 Cr387,840
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹77 Cr1,754,986
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹76 Cr702,024
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹72 Cr410,580
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹71 Cr171,608
↓ -27,554
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
2%₹65 Cr762,252
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | EQUITASBNK
2%₹63 Cr6,529,016
↑ 314,587

4. 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 (14 Jun 24) ₹81.6409 ↑ 0.74   (0.92 %)
Net Assets (Cr) ₹6,388 on 30 Apr 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.4
Information Ratio -0.63
Alpha Ratio -4.13
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 May 19₹10,000
31 May 20₹7,988
31 May 21₹12,936
31 May 22₹14,327
31 May 23₹16,251
31 May 24₹21,861

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 ₹481,656.
Net Profit of ₹181,656
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 14 Jun 24

DurationReturns
1 Month 8.3%
3 Month 15.4%
6 Month 17.8%
1 Year 39.6%
3 Year 20.3%
5 Year 18.6%
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
Ravi Gopalakrishnan1 Jan 222.33 Yr.
Ashish Aggarwal1 Jan 222.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.54%
Industrials17.62%
Consumer Cyclical14.42%
Health Care9.01%
Technology7.15%
Consumer Defensive5.74%
Basic Materials5.43%
Energy5.24%
Communication Services4%
Utility2.59%
Real Estate1.57%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
5%₹298 Cr1,960,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹276 Cr2,400,000
↓ -270,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹255 Cr870,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹190 Cr2,300,000
↓ -60,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹158 Cr440,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹134 Cr6,943,496
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹128 Cr1,100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹121 Cr850,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹119 Cr900,000
↑ 100,000
Container Corporation of India Ltd (Industrials)
Equity, Since 28 Feb 22 | CONCOR
2%₹114 Cr1,105,000

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 (14 Jun 24) ₹95.8425 ↑ 0.61   (0.64 %)
Net Assets (Cr) ₹1,258 on 30 Apr 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.46
Information Ratio 1.66
Alpha Ratio 20.28
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 May 19₹10,000
31 May 20₹7,233
31 May 21₹12,767
31 May 22₹12,674
31 May 23₹15,848
31 May 24₹20,885

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 ₹458,689.
Net Profit of ₹158,689
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 14 Jun 24

DurationReturns
1 Month 6.4%
3 Month 10.7%
6 Month 8%
1 Year 34.6%
3 Year 19.5%
5 Year 17%
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 176.34 Yr.
Ashish Aggarwal1 Jan 222.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services90.88%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.04%
Debt0.39%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
16%₹203 Cr1,767,988
↓ -107,150
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
16%₹198 Cr1,299,304
↑ 81,503
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹118 Cr1,012,094
↑ 110,972
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
6%₹80 Cr965,673
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532810
5%₹68 Cr1,529,956
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
4%₹52 Cr911,783
↑ 22,150
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹49 Cr70,227
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
4%₹47 Cr440,354
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
4%₹47 Cr4,811,218
↑ 368,828
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹45 Cr178,174

6. 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 12.9% 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 (14 Jun 24) ₹90.0267 ↑ 0.57   (0.64 %)
Net Assets (Cr) ₹1,398 on 30 Apr 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.87
Information Ratio -0.41
Alpha Ratio 8.23
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 May 19₹10,000
31 May 20₹8,416
31 May 21₹12,306
31 May 22₹13,287
31 May 23₹15,555
31 May 24₹20,084

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 ₹458,689.
Net Profit of ₹158,689
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 14 Jun 24

DurationReturns
1 Month 8.6%
3 Month 13.5%
6 Month 13%
1 Year 35.2%
3 Year 19.3%
5 Year 16.8%
10 Year
15 Year
Since launch 12.9%
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 222.33 Yr.
Ashish Aggarwal1 Jan 222.33 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical40.46%
Consumer Defensive35.08%
Communication Services11.74%
Basic Materials3.75%
Health Care2.89%
Financial Services2.45%
Real Estate1.94%
Technology0.87%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
9%₹131 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹130 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹102 Cr2,454,592
↓ -3,454
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹92 Cr255,389
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹91 Cr408,013
↑ 6,231
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹88 Cr407,736
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹63 Cr49,344
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹57 Cr480,998
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹52 Cr246,492
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 531162
4%₹52 Cr1,066,731
↑ 450,000

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
31 May 19₹10,000
31 May 20₹8,574
31 May 21₹12,938

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 14 Jun 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 (14 Jun 24) ₹207.823 ↑ 0.96   (0.46 %)
Net Assets (Cr) ₹1,603 on 30 Apr 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.9
Information Ratio -0.74
Alpha Ratio -5.51
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,446
31 May 21₹12,225
31 May 22₹13,403
31 May 23₹15,203
31 May 24₹18,907

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 ₹447,579.
Net Profit of ₹147,579
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 14 Jun 24

DurationReturns
1 Month 6.1%
3 Month 8.7%
6 Month 11.3%
1 Year 28.3%
3 Year 16.6%
5 Year 15.1%
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 222.33 Yr.
Rohit Seksaria24 Feb 213.18 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.71%
Industrials10.96%
Consumer Defensive10.48%
Technology9.35%
Consumer Cyclical8.91%
Energy8.42%
Basic Materials6.28%
Health Care5.83%
Communication Services3.68%
Real Estate0.51%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity99.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹141 Cr929,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹135 Cr460,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹113 Cr986,000
↓ -35,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹62 Cr436,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹56 Cr156,446
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹54 Cr358,000
↓ -30,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr446,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹48 Cr584,000
↓ -42,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS
3%₹46 Cr457,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹44 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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