Table of Contents
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.
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.
Talk to our investment specialist
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 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 (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 (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Infrastructure Advantage Fund Growth ₹94.954
↓ -0.59 ₹1,044 100 11.5 27 54.7 27.4 24.7 41.7 Sundaram Mid Cap Fund Growth ₹1,292.38
↓ -3.20 ₹11,821 100 15.4 24.4 52.6 25.1 24.5 40.4 Sundaram Small Cap Fund Growth ₹248.389
↓ -0.18 ₹3,331 100 8.4 15.9 40.2 22.5 27.3 45.3 Sundaram Rural and Consumption Fund Growth ₹95.2608
↑ 1.13 ₹1,495 100 14.4 20.1 34.8 20.4 19.6 30.2 Sundaram Financial Services Opportunities Fund Growth ₹98.0546
↓ -1.12 ₹1,387 100 9.1 15 29.8 20.2 18.4 31.1 Sundaram Large and Mid Cap Fund Growth ₹83.0291
↓ -0.27 ₹6,859 100 12.3 21 35.6 18.7 20.2 26.8 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Diversified Equity Fund Growth ₹214.552
↓ -0.17 ₹1,649 250 10.2 16.4 25 16.8 17.3 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 24 Assets >= 100 Crore
& Sorted on 3 Year CAGR Returns
.
1. Sundaram Infrastructure Advantage Fund
CAGR/Annualized
return of 12.7% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (23 Jul 24) ₹94.954 ↓ -0.59 (-0.62 %) Net Assets (Cr) ₹1,044 on 30 Jun 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.55 Sharpe Ratio 3.6 Information Ratio 0 Alpha Ratio 13.89 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 Jun 19 ₹10,000 30 Jun 20 ₹7,777 30 Jun 21 ₹13,161 30 Jun 22 ₹13,639 30 Jun 23 ₹17,682 30 Jun 24 ₹28,622 Returns for Sundaram Infrastructure Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 0.4% 3 Month 11.5% 6 Month 27% 1 Year 54.7% 3 Year 27.4% 5 Year 24.7% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 3.94 Yr. Ashish Aggarwal 1 Jan 22 2.5 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 42.04% Utility 11.18% Energy 10.12% Basic Materials 9.63% Communication Services 8.41% Financial Services 5.04% Technology 4.34% Consumer Cyclical 3.13% Real Estate 2.01% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.91% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT7% ₹75 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹65 Cr 207,000
↓ -12,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹63 Cr 435,000
↓ -7,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC6% ₹59 Cr 1,570,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹37 Cr 32,000
↑ 4,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID3% ₹28 Cr 855,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹28 Cr 900,000
↓ -250,000 Siemens Ltd (Industrials)
Equity, Since 31 Aug 22 | SIEMENS2% ₹22 Cr 28,000 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB2% ₹21 Cr 44,000 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹19 Cr 31,400 2. Sundaram Mid Cap Fund
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% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (23 Jul 24) ₹1,292.38 ↓ -3.20 (-0.25 %) Net Assets (Cr) ₹11,821 on 30 Jun 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 3.24 Information Ratio -0.4 Alpha Ratio 4.95 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 Jun 19 ₹10,000 30 Jun 20 ₹8,343 30 Jun 21 ₹13,685 30 Jun 22 ₹13,620 30 Jun 23 ₹17,774 30 Jun 24 ₹27,582 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 2.2% 3 Month 15.4% 6 Month 24.4% 1 Year 52.6% 3 Year 25.1% 5 Year 24.5% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 3.35 Yr. Ratish Varier 24 Feb 21 3.35 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 20.81% Financial Services 19.77% Consumer Cyclical 18.55% Health Care 10.95% Basic Materials 9.08% Technology 5.68% Utility 2.69% Consumer Defensive 2.34% Real Estate 2.24% Communication Services 1.76% Energy 1.25% Asset Allocation
Asset Class Value Cash 4.69% Equity 95.31% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹492 Cr 1,239,180 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹418 Cr 8,339,782 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹386 Cr 906,576
↑ 5,708 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT3% ₹358 Cr 654,127
↓ -51,308 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹355 Cr 20,011,397
↓ -263,121 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL2% ₹285 Cr 1,777,263 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC2% ₹265 Cr 5,470,000
↓ -130,000 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹249 Cr 1,410,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹248 Cr 5,207,843 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹243 Cr 4,457,411
↑ 333,223 3. Sundaram Small Cap Fund
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% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (23 Jul 24) ₹248.389 ↓ -0.18 (-0.07 %) Net Assets (Cr) ₹3,331 on 30 Jun 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 2.4 Information Ratio -0.49 Alpha Ratio 0.4 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 Jun 19 ₹10,000 30 Jun 20 ₹7,895 30 Jun 21 ₹15,876 30 Jun 22 ₹15,968 30 Jun 23 ₹21,154 30 Jun 24 ₹30,594 Returns for Sundaram Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 1% 3 Month 8.4% 6 Month 15.9% 1 Year 40.2% 3 Year 22.5% 5 Year 27.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 1 Nov 22 1.67 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 24.8% Industrials 17.71% Consumer Cyclical 14.61% Technology 10.41% Health Care 8.9% Basic Materials 6.66% Consumer Defensive 5.94% Real Estate 4.33% Communication Services 3.2% Utility 1.15% Asset Allocation
Asset Class Value Cash 2.75% Equity 97.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹102 Cr 702,024 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹100 Cr 1,090,902
↓ -73,658 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹90 Cr 192,356 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB3% ₹85 Cr 18,825,767 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | BRIGADE2% ₹80 Cr 595,041 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹79 Cr 387,840 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR2% ₹76 Cr 950,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹73 Cr 410,580 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹70 Cr 2,132,517
↑ 204,753 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX2% ₹67 Cr 171,608 4. Sundaram Rural and Consumption Fund
CAGR/Annualized
return of 13.2% since its launch. Ranked 2 in Sectoral
category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (23 Jul 24) ₹95.2608 ↑ 1.13 (1.20 %) Net Assets (Cr) ₹1,495 on 30 Jun 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 2.26 Information Ratio -0.44 Alpha Ratio 5.72 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 Jun 19 ₹10,000 30 Jun 20 ₹9,137 30 Jun 21 ₹13,081 30 Jun 22 ₹13,102 30 Jun 23 ₹16,721 30 Jun 24 ₹22,187 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 6.4% 3 Month 14.4% 6 Month 20.1% 1 Year 34.8% 3 Year 20.4% 5 Year 19.6% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 2.5 Yr. 1 Jul 24 0 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Consumer Cyclical 40.78% Consumer Defensive 34.37% Communication Services 11.51% Health Care 2.82% Financial Services 2.41% Real Estate 2.37% Basic Materials 1.63% Asset Allocation
Asset Class Value Cash 4.11% Equity 95.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹143 Cr 987,983 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹127 Cr 2,991,251 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL8% ₹123 Cr 2,454,592 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹117 Cr 407,736 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹101 Cr 408,013 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹87 Cr 255,389 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹61 Cr 480,998 Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | EMAMILTD4% ₹60 Cr 866,731 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹59 Cr 49,344 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹50 Cr 246,492 5. Sundaram Financial Services Opportunities Fund
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% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (23 Jul 24) ₹98.0546 ↓ -1.12 (-1.13 %) Net Assets (Cr) ₹1,387 on 30 Jun 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.52 Sharpe Ratio 1.99 Information Ratio 1.48 Alpha Ratio 16 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 Jun 19 ₹10,000 30 Jun 20 ₹7,886 30 Jun 21 ₹12,534 30 Jun 22 ₹11,818 30 Jun 23 ₹16,469 30 Jun 24 ₹22,240 Returns for Sundaram Financial Services Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 0.6% 3 Month 9.1% 6 Month 15% 1 Year 29.8% 3 Year 20.2% 5 Year 18.4% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 30 Dec 17 6.5 Yr. Ashish Aggarwal 1 Jan 22 2.5 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 96.37% Asset Allocation
Asset Class Value Cash 3.78% Equity 95.87% Debt 0.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK17% ₹239 Cr 1,420,094
↑ 120,790 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK11% ₹154 Cr 1,284,506
↓ -483,482 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK9% ₹128 Cr 1,012,094 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹82 Cr 965,673 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG5% ₹64 Cr 440,354 ICICI Securities Ltd (Financial Services)
Equity, Since 30 Jun 24 | ISEC4% ₹60 Cr 789,452
↑ 789,452 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹55 Cr 188,623
↑ 10,449 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹53 Cr 1,400,089
↑ 447,789 Can Fin Homes Ltd (Financial Services)
Equity, Since 31 Jul 23 | CANFINHOME4% ₹51 Cr 556,717
↓ -37,776 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK4% ₹51 Cr 347,541
↑ 107,055 6. Sundaram Large and Mid Cap Fund
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% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (23 Jul 24) ₹83.0291 ↓ -0.27 (-0.32 %) Net Assets (Cr) ₹6,859 on 30 Jun 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 2.28 Information Ratio -0.61 Alpha Ratio -3.3 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 Jun 19 ₹10,000 30 Jun 20 ₹8,621 30 Jun 21 ₹13,527 30 Jun 22 ₹13,710 30 Jun 23 ₹16,964 30 Jun 24 ₹23,557 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 1.9% 3 Month 12.3% 6 Month 21% 1 Year 35.6% 3 Year 18.7% 5 Year 20.2% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 1 Jul 24 0 Yr. Ashish Aggarwal 1 Jan 22 2.5 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 23.39% Industrials 18.44% Consumer Cyclical 16.11% Health Care 8.71% Technology 7.59% Consumer Defensive 5.55% Basic Materials 5.38% Energy 4.78% Communication Services 4.26% Utility 2.46% Real Estate 1.74% Asset Allocation
Asset Class Value Cash 1.6% Equity 98.4% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹316 Cr 1,875,000
↓ -35,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹267 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹240 Cr 765,000
↓ -95,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹195 Cr 2,300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹147 Cr 415,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹139 Cr 6,943,496 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹133 Cr 1,220,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Dec 21 | DIXON2% ₹132 Cr 110,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹130 Cr 900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK2% ₹127 Cr 1,000,000 7. 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 Jun 19 ₹10,000 30 Jun 20 ₹9,044 30 Jun 21 ₹13,240 Returns for Sundaram Select Focus Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 8. Sundaram Diversified Equity Fund
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% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (23 Jul 24) ₹214.552 ↓ -0.17 (-0.08 %) Net Assets (Cr) ₹1,649 on 30 Jun 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 1.62 Information Ratio -0.85 Alpha Ratio -6.91 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,208 30 Jun 21 ₹12,840 30 Jun 22 ₹13,127 30 Jun 23 ₹16,222 30 Jun 24 ₹20,626 Returns for Sundaram Diversified Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 23 Jul 24 Duration Returns 1 Month 2.8% 3 Month 10.2% 6 Month 16.4% 1 Year 25% 3 Year 16.8% 5 Year 17.3% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sudhir Kedia 1 Jan 22 2.5 Yr. Rohit Seksaria 24 Feb 21 3.35 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 33.24% Industrials 11.65% Consumer Defensive 10.69% Technology 9.62% Consumer Cyclical 8.95% Energy 8.91% Basic Materials 6.35% Health Care 5.37% Communication Services 4.17% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 0.44% Equity 99.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹144 Cr 460,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹141 Cr 836,000
↓ -20,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹106 Cr 883,000
↓ -103,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹68 Cr 436,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹56 Cr 156,446 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹53 Cr 419,000
↓ -27,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹50 Cr 326,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹46 Cr 545,000
↓ -39,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS3% ₹45 Cr 457,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹45 Cr 114,734
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 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!
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