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Best Sundaram SIP Mutual Funds 2022
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 2022. 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 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 Below is the key information for Sundaram Small 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 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 (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 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
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Sundaram Small Cap Fund Growth ₹132.146
↑ 2.50 ₹2,031 100 -7.5 -13.8 14 19.2 6.7 60.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Infrastructure Advantage Fund Growth ₹48.2265
↑ 1.19 ₹612 100 -3 -9.7 15.1 15.6 8.3 49.5 Sundaram Large and Mid Cap Fund Growth ₹49.8328
↑ 1.18 ₹5,017 100 -7.7 -13 14.7 14.1 11.3 42.1 Sundaram Mid Cap Fund Growth ₹648.523
↑ 12.97 ₹7,123 100 -5.3 -12.4 12.3 13.2 6.4 37.5 Sundaram Diversified Equity Fund Growth ₹137.486
↑ 2.89 ₹1,926 250 -4.9 -9.2 11.9 11.4 7.2 31.5 Sundaram Rural and Consumption Fund Growth ₹53.8197
↑ 1.02 ₹1,144 100 -4.8 -11.1 9.6 10.5 6.2 19.3 Sundaram Global Advantage Fund Growth ₹21.7276
↑ 0.48 ₹133 100 -13.1 -16.8 -9.6 9.8 7.9 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 22 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Small Cap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 19 in Small Cap category. Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (17 May 22) ₹132.146 ↑ 2.50 (1.93 %) Net Assets (Cr) ₹2,031 on 31 Mar 22 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 1.89 Information Ratio -0.24 Alpha Ratio 5.86 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,314 30 Apr 19 ₹8,652 30 Apr 20 ₹6,269 30 Apr 21 ₹11,923 30 Apr 22 ₹15,273 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -10.7% 3 Month -7.5% 6 Month -13.8% 1 Year 14% 3 Year 19.2% 5 Year 6.7% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% 2013 -5% 2012 44.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 0.33 Yr. Sudhir Kedia 1 Jan 22 0.33 Yr. Data below for Sundaram Small Cap Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Industrials 21.68% Financial Services 20.59% Consumer Cyclical 19.42% Technology 12.28% Basic Materials 8.58% Health Care 7.08% Consumer Defensive 3.48% Communication Services 2.24% Real Estate 1.52% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH4% ₹73 Cr 1,220,030 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹66 Cr 1,046,412 Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT3% ₹58 Cr 622,044 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹54 Cr 382,347 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹49 Cr 372,310 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR2% ₹46 Cr 113,639 Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | NEOGEN2% ₹46 Cr 265,529 Birlasoft Ltd (Technology)
Equity, Since 31 May 21 | BSOFT2% ₹42 Cr 927,825 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | TIINDIA2% ₹42 Cr 258,222 Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | AMRUTANJAN2% ₹40 Cr 504,084 2. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,738 30 Apr 19 ₹12,454 30 Apr 20 ₹11,227 30 Apr 21 ₹15,647 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 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 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 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 3. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 9.9% since its launch. Return for 2021 was 49.5% , 2020 was 10.4% and 2019 was 2.2% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (17 May 22) ₹48.2265 ↑ 1.19 (2.54 %) Net Assets (Cr) ₹612 on 31 Mar 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio 1.36 Information Ratio -0.27 Alpha Ratio 2.74 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,361 30 Apr 19 ₹10,074 30 Apr 20 ₹7,578 30 Apr 21 ₹12,462 30 Apr 22 ₹15,912 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -6.8% 3 Month -3% 6 Month -9.7% 1 Year 15.1% 3 Year 15.6% 5 Year 8.3% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% 2013 -15.8% 2012 19.3% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 1.77 Yr. Ashish Aggarwal 1 Jan 22 0.33 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Industrials 37.6% Energy 14.18% Basic Materials 11.11% Utility 11.07% Financial Services 10.02% Communication Services 6.8% Consumer Cyclical 3.59% Real Estate 2.14% Asset Allocation
Asset Class Value Cash 3.49% Equity 96.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹55 Cr 308,887 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹52 Cr 196,104
↓ -7,281 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK7% ₹42 Cr 570,288
↑ 7,488 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹42 Cr 551,604 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹29 Cr 44,676 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 5004003% ₹21 Cr 870,416 Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | POLYCAB3% ₹20 Cr 86,173
↓ -3,675 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060763% ₹19 Cr 107,815
↓ -21,357 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA3% ₹17 Cr 57,290
↓ -19,237 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | HONAUT3% ₹17 Cr 4,234
↓ -70 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2021 was 42.1% , 2020 was 7.6% and 2019 was 10.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (17 May 22) ₹49.8328 ↑ 1.18 (2.43 %) Net Assets (Cr) ₹5,017 on 31 Mar 22 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 1.59 Information Ratio -0.32 Alpha Ratio 2.85 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,795 30 Apr 19 ₹12,002 30 Apr 20 ₹9,950 30 Apr 21 ₹15,045 30 Apr 22 ₹18,517 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 May 22 Duration Returns 1 Month -9.2% 3 Month -7.7% 6 Month -13% 1 Year 14.7% 3 Year 14.1% 5 Year 11.3% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% 2013 -3% 2012 33.1% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 0.33 Yr. Rohit Seksaria 1 Jan 22 0.33 Yr. Ashish Aggarwal 1 Jan 22 0.33 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 26.7% Consumer Cyclical 15.23% Technology 13.21% Industrials 13.2% Basic Materials 8.97% Health Care 6.47% Energy 3.72% Consumer Defensive 3.44% Utility 2.99% Communication Services 1.57% Real Estate 1.4% Asset Allocation
Asset Class Value Cash 3.09% Equity 96.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK7% ₹328 Cr 4,495,006 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY5% ₹255 Cr 1,335,079
↓ -12,508 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹195 Cr 1,323,852 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹186 Cr 707,712 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5329783% ₹141 Cr 82,672 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹132 Cr 746,883 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5433002% ₹114 Cr 1,685,076 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹108 Cr 2,191,327 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹104 Cr 1,371,950 Mphasis Ltd (Technology)
Equity, Since 31 Dec 20 | 5262992% ₹102 Cr 302,385
↓ -7,589 5. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.5% since its launch. Ranked 13 in Mid Cap category. Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (17 May 22) ₹648.523 ↑ 12.97 (2.04 %) Net Assets (Cr) ₹7,123 on 31 Mar 22 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 1.6 Information Ratio -1.22 Alpha Ratio 2.38 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹11,299 30 Apr 19 ₹9,728 30 Apr 20 ₹7,637 30 Apr 21 ₹12,141 30 Apr 22 ₹14,759 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -9% 3 Month -5.3% 6 Month -12.4% 1 Year 12.3% 3 Year 13.2% 5 Year 6.4% 10 Year 15 Year Since launch 23.5% Historical performance (Yearly) on absolute basis
Year Returns 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% 2013 4.6% 2012 38% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 1.18 Yr. Ratish Varier 24 Feb 21 1.18 Yr. Rohit Seksaria 1 Jan 22 0.33 Yr. Data below for Sundaram Mid Cap Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 22.23% Consumer Cyclical 19.25% Industrials 16.12% Basic Materials 10.42% Health Care 9.21% Technology 7.9% Consumer Defensive 4.13% Utility 2.73% Communication Services 1.16% Energy 0.92% Real Estate 0.64% Asset Allocation
Asset Class Value Cash 5.3% Equity 94.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER3% ₹238 Cr 1,225,535 MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 5328193% ₹216 Cr 500,927
↓ -37,016 SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF3% ₹210 Cr 782,831 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN3% ₹198 Cr 2,762,472
↓ -58,217 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 5060763% ₹195 Cr 1,085,736
↓ -42,959 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹194 Cr 429,567
↓ -9,237 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹188 Cr 19,328,108
↑ 399,927 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 5322153% ₹183 Cr 2,406,977
↑ 45,214 Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5328273% ₹178 Cr 41,292 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR2% ₹178 Cr 435,083 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 14 in ELSS category. Return for 2021 was 31.5% , 2020 was 9.9% and 2019 was 6.2% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (17 May 22) ₹137.486 ↑ 2.89 (2.14 %) Net Assets (Cr) ₹1,926 on 31 Mar 22 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.14 Sharpe Ratio 1.4 Information Ratio -0.97 Alpha Ratio -0.55 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 17 ₹10,000 30 Apr 18 ₹11,218 30 Apr 19 ₹10,658 30 Apr 20 ₹8,378 30 Apr 21 ₹12,656 30 Apr 22 ₹15,164 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -7.2% 3 Month -4.9% 6 Month -9.2% 1 Year 11.9% 3 Year 11.4% 5 Year 7.2% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% 2013 1.4% 2012 34.5% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 0.33 Yr. Rohit Seksaria 24 Feb 21 1.18 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Financial Services 37.2% Technology 14.11% Industrials 13.03% Consumer Cyclical 10.68% Energy 5.84% Basic Materials 5.6% Consumer Defensive 5.17% Health Care 4.08% Communication Services 2.37% Real Estate 0.85% Asset Allocation
Asset Class Value Cash 1.07% Equity 98.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹161 Cr 2,200,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY7% ₹140 Cr 734,571
↓ -103,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹119 Cr 810,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹113 Cr 427,195
↓ -40,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹89 Cr 1,170,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹85 Cr 1,715,000
↑ 40,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 5060764% ₹70 Cr 390,876
↓ -79,124 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹66 Cr 175,776
↓ -1,724 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB3% ₹54 Cr 229,000
↑ 63,540 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | NAVINFLUOR3% ₹50 Cr 122,000
↓ -9,876 7. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 2 in Sectoral category. Return for 2021 was 19.3% , 2020 was 13.5% and 2019 was 2.7% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (17 May 22) ₹53.8197 ↑ 1.02 (1.94 %) Net Assets (Cr) ₹1,144 on 31 Mar 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.91 Information Ratio -0.37 Alpha Ratio 1.25 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,412 30 Apr 19 ₹10,687 30 Apr 20 ₹9,173 30 Apr 21 ₹12,548 30 Apr 22 ₹14,742 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -6% 3 Month -4.8% 6 Month -11.1% 1 Year 9.6% 3 Year 10.5% 5 Year 6.2% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% 2013 -0.6% 2012 34.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 0.33 Yr. Ashish Aggarwal 1 Jan 22 0.33 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Consumer Defensive 35.47% Consumer Cyclical 33.37% Financial Services 15.84% Basic Materials 7.12% Industrials 3.34% Communication Services 1.29% Technology 0.15% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 3.41% Equity 96.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹78 Cr 306,141
↑ 7,247 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹75 Cr 366,606
↑ 26,811 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI6% ₹70 Cr 93,049
↑ 1,963 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK6% ₹66 Cr 906,113 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL6% ₹64 Cr 674,918 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008005% ₹62 Cr 799,477
↑ 149,477 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008205% ₹57 Cr 186,428
↓ -23,572 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK5% ₹55 Cr 375,044
↑ 50,070 Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5328275% ₹53 Cr 12,350 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON4% ₹49 Cr 1,320,000
↑ 100,000 8. Sundaram Global Advantage Fund
CAGR/Annualized return of 5.4% since its launch. Ranked 28 in Global category. Return for 2021 was 18.5% , 2020 was 21.4% and 2019 was 17.6% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (16 May 22) ₹21.7276 ↑ 0.48 (2.27 %) Net Assets (Cr) ₹133 on 31 Mar 22 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.09 Sharpe Ratio 0.26 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 30 Apr 17 ₹10,000 30 Apr 18 ₹11,987 30 Apr 19 ₹11,752 30 Apr 20 ₹11,950 30 Apr 21 ₹16,658 30 Apr 22 ₹15,632 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 May 22 Duration Returns 1 Month -7.7% 3 Month -13.1% 6 Month -16.8% 1 Year -9.6% 3 Year 9.8% 5 Year 7.9% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 18.5% 2020 21.4% 2019 17.6% 2018 -8.1% 2017 19.8% 2016 12.8% 2015 -14.2% 2014 -3.6% 2013 9.1% 2012 18.9% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 4.33 Yr. Ashish Aggarwal 1 Jan 22 0.33 Yr. Data below for Sundaram Global Advantage Fund as on 31 Mar 22
Equity Sector Allocation
Sector Value Consumer Cyclical 28.36% Technology 26.44% Communication Services 13.71% Consumer Defensive 8.38% Financial Services 8.21% Industrials 5.54% Asset Allocation
Asset Class Value Cash 9.36% Equity 90.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹130 Cr 13,585,595 Treps
CBLO/Reverse Repo | -2% ₹3 Cr Cash And Other Net Curent Assets
Net Current Assets | -1% -₹1 Cr Reverse Repo
CBLO/Reverse Repo | -1% ₹1 Cr
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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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