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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.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
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 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 (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 (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 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 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 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 (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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2018 (%) Sundaram Financial Services Opportunities Fund Growth ₹43.945
↑ 0.15 ₹160 250 6 13.7 12.1 12.8 12.9 -3.7 Sundaram Select Focus Fund Growth ₹182.594
↓ -0.06 ₹979 250 0.9 7.4 5.9 12.8 9.5 1.2 Sundaram Large and Mid Cap Fund Growth ₹34.0642
↓ -0.03 ₹616 250 -2.3 3.1 3.5 12.6 12.4 0.4 Sundaram Rural and Consumption Fund Growth ₹40.0811
↑ 0.04 ₹2,375 250 -5 -1.6 -2.7 8.3 13.6 -7.8 Sundaram Infrastructure Advantage Fund Growth ₹32.3802
↓ -0.02 ₹597 250 -1.9 5.4 2.8 7.8 8.3 -21.9 Sundaram Diversified Equity Fund Growth ₹99.4856
↓ -0.06 ₹2,712 250 -2.8 3.5 -1.3 7.7 10.2 -10.6 Sundaram Global Advantage Fund Growth ₹16.7724
↑ 0.07 ₹22 250 -1.7 4.4 -0.1 6.6 1.3 -8.1 Sundaram Mid Cap Fund Growth ₹449.142
↓ -1.44 ₹6,029 250 -4.6 -1.2 -6.3 6.4 11.6 -15.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 19 1. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.3% 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 (17 Jul 19) ₹43.945 ↑ 0.15 (0.34 %) Net Assets (Cr) ₹160 on 30 Apr 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.98 Sharpe Ratio 0.23 Information Ratio -1.82 Alpha Ratio -11.7 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 30 Jun 14 ₹10,000 30 Jun 15 ₹11,946 30 Jun 16 ₹12,101 30 Jun 17 ₹15,499 30 Jun 18 ₹16,171 30 Jun 19 ₹18,547 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1.6% 3 Month 6% 6 Month 13.7% 1 Year 12.1% 3 Year 12.8% 5 Year 12.9% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% 2013 -12.4% 2012 47.1% 2011 -32.9% 2010 35.5% 2009 71.6% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.42 Yr. Dwijendra Srivastava 30 Dec 17 1.42 Yr. Rahul Baijal 1 Apr 19 0.16 Yr. Rohit Seksaria 30 Dec 17 1.42 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 96.75% Asset Allocation
Asset Class Value Cash 2.69% Equity 96.75% Other 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK26% ₹47 Cr 192,640
↑ 10,083 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK17% ₹30 Cr 700,154
↑ 94,209 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC10% ₹18 Cr 82,240
↑ 26,061 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹16 Cr 202,926
↑ 19,614 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK9% ₹16 Cr 101,911
↑ 3,565 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN8% ₹15 Cr 413,653 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹8 Cr 21,656
↓ -6,378 Cblo
CBLO | -3% ₹5 Cr Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹4 Cr 5,482 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407192% ₹3 Cr 46,983 2. Sundaram Select Focus Fund
CAGR/Annualized return of 18.7% 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 (17 Jul 19) ₹182.594 ↓ -0.06 (-0.03 %) Net Assets (Cr) ₹979 on 30 Apr 19 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio 0.24 Information Ratio -0.32 Alpha Ratio -4.4 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 30 Jun 14 ₹10,000 30 Jun 15 ₹10,913 30 Jun 16 ₹10,686 30 Jun 17 ₹12,821 30 Jun 18 ₹14,591 30 Jun 19 ₹15,984 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 1% 3 Month 0.9% 6 Month 7.4% 1 Year 5.9% 3 Year 12.8% 5 Year 9.5% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2018 1.2% 2017 35.9% 2016 0.6% 2015 -2.5% 2014 34.3% 2013 3.6% 2012 21.6% 2011 -23.7% 2010 12.5% 2009 65.5% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 2.64 Yr. Data below for Sundaram Select Focus Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 46.96% Consumer Cyclical 8.12% Consumer Defensive 7.89% Energy 7.56% Basic Materials 7.14% Industrials 6.6% Health Care 3.85% Technology 3.84% Utility 2.56% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 3.2% Equity 96.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK10% ₹99 Cr 2,254,628 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK10% ₹97 Cr 397,759 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE8% ₹78 Cr 622,092
↑ 46,850 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322157% ₹70 Cr 863,592 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK6% ₹63 Cr 426,450 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC6% ₹63 Cr 286,238 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC5% ₹55 Cr 2,016,044 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT5% ₹49 Cr 312,722 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 18 | TORNTPHARM4% ₹39 Cr 249,108 Cblo
CBLO | -3% ₹33 Cr 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 10.4% 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 (17 Jul 19) ₹34.0642 ↓ -0.03 (-0.09 %) Net Assets (Cr) ₹616 on 30 Apr 19 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.85 Sharpe Ratio -0.02 Information Ratio 0.31 Alpha Ratio -3.26 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 30 Jun 14 ₹10,000 30 Jun 15 ₹11,860 30 Jun 16 ₹12,040 30 Jun 17 ₹15,118 30 Jun 18 ₹17,058 30 Jun 19 ₹18,297 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month -0.5% 3 Month -2.3% 6 Month 3.1% 1 Year 3.5% 3 Year 12.6% 5 Year 12.4% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% 2013 -3% 2012 33.1% 2011 -23.3% 2010 11.3% 2009 67.8% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.42 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 27.48% Basic Materials 17.35% Consumer Cyclical 15.59% Industrials 15.41% Consumer Defensive 8.59% Health Care 5.2% Energy 4.35% Technology 3.54% Asset Allocation
Asset Class Value Cash 1% Equity 97.52% Other 1.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹34 Cr 797,150
↑ 120,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹32 Cr 398,492
↑ 5,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹29 Cr 217,494
↑ 10,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT4% ₹28 Cr 182,456
↑ 10,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹27 Cr 112,538
↑ 12,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO4% ₹26 Cr 54,229 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM3% ₹22 Cr 273,955
↑ 27,000 Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 5005503% ₹22 Cr 175,730
↑ 17,906 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL3% ₹22 Cr 233,668 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 5008403% ₹21 Cr 1,137,102
↑ 40,000 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.1% 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 (17 Jul 19) ₹40.0811 ↑ 0.04 (0.11 %) Net Assets (Cr) ₹2,375 on 30 Apr 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio -0.46 Information Ratio -0.12 Alpha Ratio -9.15 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 30 Jun 14 ₹10,000 30 Jun 15 ₹11,986 30 Jun 16 ₹14,423 30 Jun 17 ₹18,413 30 Jun 18 ₹19,338 30 Jun 19 ₹19,166 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month -1.6% 3 Month -5% 6 Month -1.6% 1 Year -2.7% 3 Year 8.3% 5 Year 13.6% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% 2013 -0.6% 2012 34.1% 2011 -23.1% 2010 20.8% 2009 75.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 3.41 Yr. S. Bharath 25 Apr 18 1.1 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Consumer Defensive 27.47% Basic Materials 21.51% Consumer Cyclical 18.38% Financial Services 17.8% Industrials 4.95% Technology 2.05% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC5% ₹111 Cr 4,000,000
↓ -450,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006965% ₹107 Cr 600,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M4% ₹94 Cr 1,450,000 UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL4% ₹90 Cr 900,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN4% ₹82 Cr 2,339,265 Cblo
CBLO | -3% ₹82 Cr City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB3% ₹66 Cr 3,100,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹60 Cr 2,504,000
↑ 275,000 Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008002% ₹59 Cr 2,400,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM2% ₹57 Cr 697,000 5. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 8.9% 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 (17 Jul 19) ₹32.3802 ↓ -0.02 (-0.05 %) Net Assets (Cr) ₹597 on 30 Apr 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio -0.65 Information Ratio -0.45 Alpha Ratio -19.81 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 30 Jun 14 ₹10,000 30 Jun 15 ₹11,659 30 Jun 16 ₹11,674 30 Jun 17 ₹14,579 30 Jun 18 ₹14,537 30 Jun 19 ₹15,532 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month -1.7% 3 Month -1.9% 6 Month 5.4% 1 Year 2.8% 3 Year 7.8% 5 Year 8.3% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% 2013 -15.8% 2012 19.3% 2011 -39.7% 2010 5.1% 2009 93.4% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S Krishnakumar 1 Jan 16 3.41 Yr. Dwijendra Srivastava 30 Dec 17 1.42 Yr. S. Bharath 1 Apr 19 0.17 Yr. Rohit Seksaria 30 Dec 17 1.42 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Industrials 52.82% Basic Materials 24.23% Financial Services 10.58% Technology 3.54% Energy 3.08% Real Estate 2.2% Consumer Cyclical 2.02% Utility 0.95% Asset Allocation
Asset Class Value Cash 0.89% Equity 99.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM5% ₹32 Cr 397,683 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT5% ₹32 Cr 206,743 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK5% ₹31 Cr 721,969 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221134% ₹25 Cr 362,524 Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5060764% ₹24 Cr 410,795 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 5222874% ₹24 Cr 476,131 Praj Industries Ltd (Industrials)
Equity, Since 30 Sep 15 | 5222054% ₹22 Cr 1,520,588 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171743% ₹22 Cr 8,437
↓ -43 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Mar 16 | 5003873% ₹21 Cr 9,631 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK3% ₹20 Cr 82,379 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.4% 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 (17 Jul 19) ₹99.4856 ↓ -0.06 (-0.06 %) Net Assets (Cr) ₹2,712 on 30 Apr 19 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.47 Information Ratio -0.63 Alpha Ratio -10.24 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 14 ₹10,000 30 Jun 15 ₹12,078 30 Jun 16 ₹12,722 30 Jun 17 ₹15,815 30 Jun 18 ₹16,487 30 Jun 19 ₹16,827 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month -1.9% 3 Month -2.8% 6 Month 3.5% 1 Year -1.3% 3 Year 7.7% 5 Year 10.2% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% 2013 1.4% 2012 34.5% 2011 -25.4% 2010 13.1% 2009 72% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 4.17 Yr. Dwijendra Srivastava 30 Dec 17 1.42 Yr. Rohit Seksaria 30 Dec 17 1.42 Yr. Rahul Ranjan 1 Apr 19 0.16 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 34.74% Industrials 14.81% Consumer Cyclical 12.91% Basic Materials 12.02% Technology 9% Consumer Defensive 6.58% Energy 4.18% Health Care 2.01% Asset Allocation
Asset Class Value Cash 3.76% Equity 96.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹167 Cr 3,947,721 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK5% ₹152 Cr 625,597 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹133 Cr 1,641,415 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹123 Cr 792,788 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000344% ₹122 Cr 351,331
↓ -50,129 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE4% ₹117 Cr 879,095 Cblo
CBLO | -4% ₹111 Cr Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM3% ₹87 Cr 1,070,287 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN3% ₹75 Cr 2,137,495
↓ -523,440 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 5327552% ₹69 Cr 901,571 7. Sundaram Global Advantage Fund
CAGR/Annualized return of 4.4% 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 (15 Jul 19) ₹16.7724 ↑ 0.07 (0.43 %) Net Assets (Cr) ₹22 on 30 Apr 19 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.53 Sharpe Ratio -0.34 Information Ratio -1.25 Alpha Ratio -1.53 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 30 Jun 14 ₹10,000 30 Jun 15 ₹9,226 30 Jun 16 ₹8,658 30 Jun 17 ₹9,770 30 Jun 18 ₹10,843 30 Jun 19 ₹10,780 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month 3.2% 3 Month -1.7% 6 Month 4.4% 1 Year -0.1% 3 Year 6.6% 5 Year 1.3% 10 Year 15 Year Since launch 4.4% Historical performance (Yearly) on absolute basis
Year Returns 2018 -8.1% 2017 19.8% 2016 12.8% 2015 -14.2% 2014 -3.6% 2013 9.1% 2012 18.9% 2011 -1.9% 2010 10.8% 2009 62.4% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.42 Yr. Rohit Seksaria 30 Dec 17 1.42 Yr. Data below for Sundaram Global Advantage Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Financial Services 21.82% Technology 18.95% Real Estate 11.33% Consumer Cyclical 9.16% Consumer Defensive 5.37% Energy 4.83% Basic Materials 4.04% Industrials 3.53% Communication Services 2.1% Utility 1.66% Health Care 1.37% Asset Allocation
Asset Class Value Cash 14.98% Equity 84.52% Debt 0.32% Other 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fidelity Asia Focus A-Dis-USD
Investment Fund | -28% ₹6 Cr 94,335 X MSCI EM Asia Swap ETF 1C
- | XMAI25% ₹5 Cr 15,880 Templeton Asian Growth A(Ydis)USD
Investment Fund | -15% ₹3 Cr 14,619 Treps
CBLO/Reverse Repo | -13% ₹3 Cr MS INVF Global Property I
Investment Fund | -10% ₹2 Cr 9,091 X MSCI EM Latin America Swap ETF 1C
- | XMLA9% ₹2 Cr 5,884 Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 8. Sundaram Mid Cap Fund
CAGR/Annualized return of 25.1% 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 (17 Jul 19) ₹449.142 ↓ -1.44 (-0.32 %) Net Assets (Cr) ₹6,029 on 30 Apr 19 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.97 Information Ratio -0.22 Alpha Ratio -5.36 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 30 Jun 14 ₹10,000 30 Jun 15 ₹12,998 30 Jun 16 ₹14,178 30 Jun 17 ₹17,953 30 Jun 18 ₹18,695 30 Jun 19 ₹17,815 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Jul 19 Duration Returns 1 Month -1.4% 3 Month -4.6% 6 Month -1.2% 1 Year -6.3% 3 Year 6.4% 5 Year 11.6% 10 Year 15 Year Since launch 25.1% Historical performance (Yearly) on absolute basis
Year Returns 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% 2013 4.6% 2012 38% 2011 -23.7% 2010 20.8% 2009 114.6% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 6.58 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 19
Equity Sector Allocation
Sector Value Consumer Cyclical 21.62% Financial Services 19.32% Industrials 17.12% Basic Materials 16.17% Health Care 6.81% Technology 6.33% Consumer Defensive 5.97% Utility 3.35% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.01% Other 0.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM5% ₹285 Cr 3,487,781 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹208 Cr 5,302,541 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171743% ₹186 Cr 72,372
↓ -116 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200563% ₹179 Cr 688,350
↑ 197,000 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL3% ₹160 Cr 7,571,575
↓ -451,875 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹157 Cr 14,597,070
↑ 1,267,570 Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER2% ₹149 Cr 290,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP2% ₹147 Cr 1,185,742 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 5325142% ₹145 Cr 4,314,644
↓ -71,121 RBL Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | RBLBANK2% ₹145 Cr 2,110,135
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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