+91-22-48913909Best Sundaram SIP Mutual Funds 2025
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 2025. 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
(Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. 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 Research Highlights for Sundaram Infrastructure Advantage Fund Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (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. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap 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. Research Highlights for Sundaram Financial Services Opportunities Fund 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 Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus 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. Research Highlights for Sundaram Global Advantage Fund Below is the key information for Sundaram Global Advantage 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. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption 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. Research Highlights for Sundaram Large and Mid Cap Fund Below is the key information for Sundaram Large and 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 (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87 ₹12,818 100 7.8 6.2 3.6 23.1 26.9 32 Sundaram Infrastructure Advantage Fund Growth ₹93.2835
↓ -0.75 ₹982 100 6.9 9.5 -1.2 22.7 27.7 23.8 Sundaram Small Cap Fund Growth ₹250.048
↓ -1.11 ₹3,439 100 8 3.4 0.1 20.6 29 19.1 Sundaram Financial Services Opportunities Fund Growth ₹100.314
↓ -0.78 ₹1,605 100 0 6 5.5 18.6 22.7 7.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Global Advantage Fund Growth ₹35.6197
↑ 0.12 ₹123 100 12.9 3.9 23 16.6 12.7 13.1 Sundaram Rural and Consumption Fund Growth ₹95.4618
↓ -1.18 ₹1,596 100 1.8 1.2 0.1 15.6 18.9 20.1 Sundaram Large and Mid Cap Fund Growth ₹82.9367
↓ -0.97 ₹6,893 100 3.8 3.7 -0.3 15.2 20.3 21.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Select Focus Fund Sundaram Global Advantage Fund Sundaram Rural and Consumption Fund Sundaram Large and Mid Cap Fund Point 1 Highest AUM (₹12,818 Cr). Bottom quartile AUM (₹982 Cr). Upper mid AUM (₹3,439 Cr). Upper mid AUM (₹1,605 Cr). Lower mid AUM (₹1,354 Cr). Bottom quartile AUM (₹123 Cr). Lower mid AUM (₹1,596 Cr). Top quartile AUM (₹6,893 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 26.88% (upper mid). 5Y return: 27.68% (top quartile). 5Y return: 28.99% (top quartile). 5Y return: 22.65% (upper mid). 5Y return: 17.29% (bottom quartile). 5Y return: 12.66% (bottom quartile). 5Y return: 18.95% (lower mid). 5Y return: 20.31% (lower mid). Point 6 3Y return: 23.10% (top quartile). 3Y return: 22.69% (top quartile). 3Y return: 20.58% (upper mid). 3Y return: 18.58% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 16.58% (lower mid). 3Y return: 15.57% (bottom quartile). 3Y return: 15.19% (bottom quartile). Point 7 1Y return: 3.63% (upper mid). 1Y return: -1.23% (bottom quartile). 1Y return: 0.09% (lower mid). 1Y return: 5.49% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: 22.98% (top quartile). 1Y return: 0.09% (lower mid). 1Y return: -0.27% (bottom quartile). Point 8 Alpha: 2.82 (top quartile). Alpha: -3.21 (lower mid). Alpha: 0.16 (upper mid). Alpha: -8.05 (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.89 (top quartile). Alpha: -2.28 (lower mid). Point 9 Sharpe: 0.20 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: 0.04 (lower mid). Sharpe: 0.17 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 0.55 (top quartile). Sharpe: 0.17 (lower mid). Sharpe: -0.09 (bottom quartile). Point 10 Information ratio: -0.14 (lower mid). Information ratio: 0.03 (upper mid). Information ratio: -0.76 (bottom quartile). Information ratio: 0.90 (top quartile). Information ratio: -0.52 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.07 (top quartile). Information ratio: -1.14 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Select Focus Fund
Sundaram Global Advantage Fund
Sundaram Rural and Consumption Fund
Sundaram Large and Mid Cap Fund
Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (08 Aug 25) ₹1,353.88 ↓ -14.87 (-1.09 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 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 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.4% 3 Month 7.8% 6 Month 6.2% 1 Year 3.6% 3 Year 23.1% 5 Year 26.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (08 Aug 25) ₹93.2835 ↓ -0.75 (-0.80 %) Net Assets (Cr) ₹982 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio -0.22 Information Ratio 0.03 Alpha Ratio -3.21 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 Jul 20 ₹10,000 31 Jul 21 ₹17,398 31 Jul 22 ₹18,478 31 Jul 23 ₹23,668 31 Jul 24 ₹36,927 31 Jul 25 ₹35,502 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.8% 3 Month 6.9% 6 Month 9.5% 1 Year -1.2% 3 Year 22.7% 5 Year 27.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.8% 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% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ashish Aggarwal 1 Jan 22 3.58 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 38.77% Utility 11.68% Energy 11.64% Communication Services 11.39% Consumer Cyclical 7.47% Basic Materials 7.41% Financial Services 3.94% Real Estate 2.56% Asset Allocation
Asset Class Value Cash 5.14% Equity 94.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹85 Cr 425,000
↓ -10,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹82 Cr 545,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹77 Cr 210,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹45 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹34 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹28 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹24 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5321742% ₹23 Cr 160,000
↓ -33,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹21 Cr 90,000
↓ -4,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹19 Cr 575,000 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (08 Aug 25) ₹250.048 ↓ -1.11 (-0.44 %) Net Assets (Cr) ₹3,439 on 30 Jun 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.04 Information Ratio -0.76 Alpha Ratio 0.16 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 Jul 20 ₹10,000 31 Jul 21 ₹20,224 31 Jul 22 ₹20,822 31 Jul 23 ₹26,645 31 Jul 24 ₹37,964 31 Jul 25 ₹38,332 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.7% 3 Month 8% 6 Month 3.4% 1 Year 0.1% 3 Year 20.6% 5 Year 29% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 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% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.75 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.31% Financial Services 19.47% Industrials 19.36% Health Care 12.14% Basic Materials 8.2% Communication Services 3.95% Technology 3.61% Consumer Defensive 3.17% Real Estate 2.66% Utility 1.18% Asset Allocation
Asset Class Value Cash 5.86% Equity 94.06% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 5409753% ₹113 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹106 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹101 Cr 906,389 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹100 Cr 899,463
↑ 105,494 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹89 Cr 410,809 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹86 Cr 395,668
↑ 25,442 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹83 Cr 648,946 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹82 Cr 16,665,062 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹78 Cr 140,821 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹77 Cr 936,780 4. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (08 Aug 25) ₹100.314 ↓ -0.78 (-0.77 %) Net Assets (Cr) ₹1,605 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.17 Information Ratio 0.9 Alpha Ratio -8.05 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 Jul 20 ₹10,000 31 Jul 21 ₹15,769 31 Jul 22 ₹16,632 31 Jul 23 ₹21,449 31 Jul 24 ₹27,467 31 Jul 25 ₹28,783 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.1% 3 Month 0% 6 Month 6% 1 Year 5.5% 3 Year 18.6% 5 Year 22.7% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.59 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 94.31% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹305 Cr 1,525,703 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 53217412% ₹194 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹151 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹82 Cr 1,003,469 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹77 Cr 1,085,825 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING5% ₹76 Cr 682,976 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹70 Cr 341,499
↑ 23,883 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹65 Cr 1,644,042 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹57 Cr 11,708,687 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹57 Cr 3,891,197 5. 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.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,124 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (07 Aug 25) ₹35.6197 ↑ 0.12 (0.34 %) Net Assets (Cr) ₹123 on 30 Jun 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.33 Sharpe Ratio 0.55 Information Ratio 0 Alpha Ratio 0 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 Jul 20 ₹10,000 31 Jul 21 ₹13,401 31 Jul 22 ₹11,840 31 Jul 23 ₹14,506 31 Jul 24 ₹16,064 31 Jul 25 ₹18,689 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month 2.2% 3 Month 12.9% 6 Month 3.9% 1 Year 23% 3 Year 16.6% 5 Year 12.7% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 30.1% 2022 -15.4% 2021 18.5% 2020 21.4% 2019 17.6% 2018 -8.1% 2017 19.8% 2016 12.8% 2015 -14.2% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.33 Yr. Data below for Sundaram Global Advantage Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 33.59% Consumer Cyclical 20.67% Financial Services 14.49% Communication Services 12.95% Consumer Defensive 9.37% Industrials 4.35% Asset Allocation
Asset Class Value Cash 4.58% Equity 95.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -95% ₹117 Cr 8,283,224 Treps
CBLO/Reverse Repo | -5% ₹6 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 7. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (08 Aug 25) ₹95.4618 ↓ -1.18 (-1.22 %) Net Assets (Cr) ₹1,596 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.17 Information Ratio 0.07 Alpha Ratio 0.89 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 Jul 20 ₹10,000 31 Jul 21 ₹14,074 31 Jul 22 ₹15,588 31 Jul 23 ₹18,111 31 Jul 24 ₹25,002 31 Jul 25 ₹25,069 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.7% 3 Month 1.8% 6 Month 1.2% 1 Year 0.1% 3 Year 15.6% 5 Year 18.9% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.58 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 42.74% Consumer Defensive 29.95% Communication Services 11.97% Health Care 3.59% Financial Services 3.13% Real Estate 2.17% Basic Materials 1.41% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹159 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹124 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹101 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹79 Cr 3,000,962 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹78 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹73 Cr 58,511 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹57 Cr 79,027 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹54 Cr 86,291 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹50 Cr 34,697 8. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (08 Aug 25) ₹82.9367 ↓ -0.97 (-1.15 %) Net Assets (Cr) ₹6,893 on 30 Jun 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.1 Information Ratio -1.14 Alpha Ratio -2.28 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 Jul 20 ₹10,000 31 Jul 21 ₹15,602 31 Jul 22 ₹16,521 31 Jul 23 ₹19,286 31 Jul 24 ₹26,636 31 Jul 25 ₹26,300 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 Aug 25 Duration Returns 1 Month -3.4% 3 Month 3.8% 6 Month 3.7% 1 Year -0.3% 3 Year 15.2% 5 Year 20.3% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 1.08 Yr. Ashish Aggarwal 1 Jan 22 3.58 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 27.28% Consumer Cyclical 15.85% Health Care 9.13% Industrials 8.83% Basic Materials 7.44% Communication Services 7.28% Energy 7.04% Consumer Defensive 5.4% Technology 3.86% Utility 2.76% Real Estate 2.52% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹388 Cr 1,940,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE5% ₹311 Cr 2,075,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 5321744% ₹275 Cr 1,900,000
↓ -200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹195 Cr 2,375,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹181 Cr 900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹168 Cr 1,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹151 Cr 700,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹142 Cr 210,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹132 Cr 1,191,967
↓ -8,033 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹128 Cr 350,000
↓ -2,500
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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Research Highlights for Sundaram Mid Cap Fund