+91-22-62820123
Table of Contents
Best Sundaram SIP Mutual Funds 2020
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 2020. 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
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 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 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 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
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 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sundaram Global Advantage Fund Growth ₹16.2237
↑ 0.49 ₹35 100 -10.4 -2.9 -1.9 3.5 2.7 17.6 Sundaram Select Focus Fund Growth ₹141.605
↓ -0.23 ₹1,046 100 -27.2 -22.9 -19.9 0.9 2.5 15 Sundaram Large and Mid Cap Fund Growth ₹25.705
↓ -0.41 ₹1,167 100 -30.4 -27.4 -24.1 -2.1 3 10.3 Sundaram Financial Services Opportunities Fund Growth ₹32.1678
↑ 0.16 ₹235 100 -34.2 -27.6 -20.8 -2.1 2.6 26.4 Sundaram Rural and Consumption Fund Growth ₹31.4958
↓ -0.29 ₹1,816 100 -25.5 -24 -23.5 -4.4 5.1 2.7 Sundaram Diversified Equity Fund Growth ₹71.3024
↓ -0.49 ₹2,452 250 -30.8 -28.4 -28.7 -7 -0.1 6.2 Sundaram Mid Cap Fund Growth ₹330.103
↓ -1.06 ₹5,952 100 -28.2 -26 -28.7 -8.9 0.6 -0.3 Sundaram Infrastructure Advantage Fund Growth ₹21.3585
↑ 0.04 ₹507 100 -31.7 -32.1 -33.5 -9.8 -3 2.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 20 1. Sundaram Global Advantage Fund
CAGR/Annualized return of 3.9% since its launch. Ranked 28 in Global category. Return for 2019 was 17.6% , 2018 was -8.1% and 2017 was 19.8% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (26 Mar 20) ₹16.2237 ↑ 0.49 (3.13 %) Net Assets (Cr) ₹35 on 29 Feb 20 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio -0.22 Information Ratio -0.86 Alpha Ratio -2.51 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,437 28 Feb 17 ₹10,171 28 Feb 18 ₹12,015 28 Feb 19 ₹11,754 29 Feb 20 ₹11,735 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -7.4% 3 Month -10.4% 6 Month -2.9% 1 Year -1.9% 3 Year 3.5% 5 Year 2.7% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 17.6% 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% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure S Krishnakumar 30 Dec 17 2 Yr. Rohit Seksaria 30 Dec 17 2 Yr. Data below for Sundaram Global Advantage Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Consumer Cyclical 34.36% Technology 26.34% Communication Services 12.26% Consumer Defensive 11.96% Financial Services 4.84% Industrials 4.68% Asset Allocation
Asset Class Value Cash 5.56% Equity 94.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -94% ₹33 Cr 4,858,995 Treps
Net Current Assets | -6% ₹2 Cr Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 2. Sundaram Select Focus Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 55 in Focused category. Return for 2019 was 15% , 2018 was 1.2% and 2017 was 35.9% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (27 Mar 20) ₹141.605 ↓ -0.23 (-0.16 %) Net Assets (Cr) ₹1,046 on 29 Feb 20 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio 0.79 Information Ratio 0.67 Alpha Ratio 7.11 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 15 ₹10,000 29 Feb 16 ₹8,124 28 Feb 17 ₹10,054 28 Feb 18 ₹12,327 28 Feb 19 ₹12,501 29 Feb 20 ₹14,060 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -26.1% 3 Month -27.2% 6 Month -22.9% 1 Year -19.9% 3 Year 0.9% 5 Year 2.5% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 15% 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% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 3.23 Yr. Data below for Sundaram Select Focus Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 42.32% Energy 10.53% Consumer Defensive 6.91% Consumer Cyclical 6.82% Industrials 6.72% Communication Services 4.52% Technology 4.39% Basic Materials 3.81% Utility 3.2% Health Care 1.96% Asset Allocation
Asset Class Value Cash 8.79% Equity 91.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK9% ₹94 Cr 1,896,082 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK9% ₹92 Cr 778,385 Treps
CBLO/Reverse Repo | -9% ₹89 Cr Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE8% ₹80 Cr 601,637 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC6% ₹64 Cr 293,021 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322156% ₹58 Cr 826,530 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT5% ₹54 Cr 458,690 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL5% ₹47 Cr 904,544
↑ 61,646 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY4% ₹46 Cr 628,481 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK4% ₹46 Cr 282,693 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 7.5% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2019 was 10.3% , 2018 was 0.4% and 2017 was 36.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (27 Mar 20) ₹25.705 ↓ -0.41 (-1.56 %) Net Assets (Cr) ₹1,167 on 29 Feb 20 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.81 Sharpe Ratio 0.68 Information Ratio 0.88 Alpha Ratio 6.84 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,801 28 Feb 17 ₹11,657 28 Feb 18 ₹14,237 28 Feb 19 ₹14,046 29 Feb 20 ₹15,774 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -30.5% 3 Month -30.4% 6 Month -27.4% 1 Year -24.1% 3 Year -2.1% 5 Year 3% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 10.3% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 2 Yr. Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 31.6% Industrials 13.22% Consumer Cyclical 12.28% Basic Materials 12.07% Consumer Defensive 9.92% Health Care 4.86% Energy 4.65% Communication Services 4.18% Technology 2.48% Asset Allocation
Asset Class Value Cash 3.06% Equity 96.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹52 Cr 980,808
↓ -309,583 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5000344% ₹43 Cr 99,340
↓ -14,031 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 5007704% ₹42 Cr 562,413
↑ 197,200 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK4% ₹41 Cr 4,493,773
↑ 1,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹41 Cr 290,060
↓ -86,902 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT3% ₹37 Cr 267,924 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK3% ₹37 Cr 297,763
↓ -15,231 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 18 | APOLLOHOSP3% ₹36 Cr 217,559 United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 5324323% ₹36 Cr 573,511
↑ 182,312 Voltas Ltd (Industrials)
Equity, Since 31 Jan 18 | VOLTAS3% ₹34 Cr 486,091
↑ 25,000 4. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 10.4% since its launch. Ranked 23 in Sectoral category. Return for 2019 was 26.4% , 2018 was -3.7% and 2017 was 33.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (27 Mar 20) ₹32.1678 ↑ 0.16 (0.49 %) Net Assets (Cr) ₹235 on 29 Feb 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.85 Sharpe Ratio 1.06 Information Ratio -2.14 Alpha Ratio 1.25 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 28 Feb 15 ₹10,000 29 Feb 16 ₹7,301 28 Feb 17 ₹11,330 28 Feb 18 ₹12,961 28 Feb 19 ₹12,375 29 Feb 20 ₹15,148 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -31.1% 3 Month -34.2% 6 Month -27.6% 1 Year -20.8% 3 Year -2.1% 5 Year 2.6% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 26.4% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 2 Yr. Dwijendra Srivastava 30 Dec 17 2 Yr. Rahul Baijal 1 Apr 19 0.75 Yr. Rohit Seksaria 30 Dec 17 2 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 95.34% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK22% ₹55 Cr 445,735
↑ 27,175 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK15% ₹37 Cr 700,154 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC14% ₹35 Cr 145,403
↑ 12,975 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹24 Cr 323,482
↑ 10,065 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK8% ₹20 Cr 120,794 Treps
CBLO/Reverse Repo | -5% ₹12 Cr Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹10 Cr 22,130 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN3% ₹8 Cr 242,624 LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | LICHSGFIN3% ₹8 Cr 176,148
↑ 35,644 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹8 Cr 75,822 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 8.6% since its launch. Ranked 2 in Sectoral category. Return for 2019 was 2.7% , 2018 was -7.8% and 2017 was 38.7% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (27 Mar 20) ₹31.4958 ↓ -0.29 (-0.90 %) Net Assets (Cr) ₹1,816 on 29 Feb 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio 0.48 Information Ratio -0.19 Alpha Ratio 4.96 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 28 Feb 15 ₹10,000 29 Feb 16 ₹9,008 28 Feb 17 ₹13,696 28 Feb 18 ₹16,293 28 Feb 19 ₹15,075 29 Feb 20 ₹16,479 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -28.3% 3 Month -25.5% 6 Month -24% 1 Year -23.5% 3 Year -4.4% 5 Year 5.1% 10 Year 15 Year Since launch 8.6% Historical performance (Yearly) on absolute basis
Year Returns 2019 2.7% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 4 Yr. S. Bharath 25 Apr 18 1.69 Yr. Data below for Sundaram Rural and Consumption Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Consumer Defensive 29.37% Financial Services 22.18% Consumer Cyclical 17.08% Basic Materials 15.64% Industrials 7.71% Technology 1.51% Communication Services 1.21% Asset Allocation
Asset Class Value Cash 1.11% Equity 98.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006966% ₹115 Cr 530,000
↓ -5,000 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008005% ₹93 Cr 2,675,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL4% ₹70 Cr 865,000
↓ -20,000 City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB3% ₹62 Cr 2,900,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008203% ₹62 Cr 346,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹61 Cr 2,195,000
↓ -155,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK3% ₹58 Cr 490,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK3% ₹57 Cr 1,140,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹56 Cr 630,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 5417703% ₹56 Cr 660,000 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 14 in ELSS category. Return for 2019 was 6.2% , 2018 was -10.6% and 2017 was 38.4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (27 Mar 20) ₹71.3024 ↓ -0.49 (-0.69 %) Net Assets (Cr) ₹2,452 on 29 Feb 20 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.15 Information Ratio -0.8 Alpha Ratio -0.04 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 28 Feb 15 ₹10,000 29 Feb 16 ₹8,231 28 Feb 17 ₹11,748 28 Feb 18 ₹13,903 28 Feb 19 ₹12,665 29 Feb 20 ₹13,232 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -30% 3 Month -30.8% 6 Month -28.4% 1 Year -28.7% 3 Year -7% 5 Year -0.1% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 6.2% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 4.75 Yr. Dwijendra Srivastava 30 Dec 17 2 Yr. Rohit Seksaria 30 Dec 17 2 Yr. Data below for Sundaram Diversified Equity Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Financial Services 35.2% Industrials 16.24% Consumer Defensive 9.77% Consumer Cyclical 9.25% Basic Materials 8.51% Energy 6.77% Technology 6.23% Communication Services 5.14% Health Care 1.86% Asset Allocation
Asset Class Value Cash 2.42% Equity 97.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹155 Cr 1,260,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹149 Cr 2,842,794
↓ -996,235 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹132 Cr 932,087
↓ -167,742 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹114 Cr 472,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹109 Cr 792,788 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹106 Cr 1,448,372 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000343% ₹85 Cr 194,847
↓ -10,957 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹76 Cr 763,254 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹69 Cr 904,668
↓ -6,693 Siemens Ltd (Industrials)
Equity, Since 31 Mar 17 | 5005503% ₹67 Cr 444,000 7. Sundaram Mid Cap Fund
CAGR/Annualized return of 21.9% since its launch. Ranked 13 in Mid Cap category. Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Mar 20) ₹330.103 ↓ -1.06 (-0.32 %) Net Assets (Cr) ₹5,952 on 29 Feb 20 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio 0.36 Information Ratio -0.12 Alpha Ratio 4.56 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 28 Feb 15 ₹10,000 29 Feb 16 ₹8,739 28 Feb 17 ₹12,982 28 Feb 18 ₹15,581 28 Feb 19 ₹13,147 29 Feb 20 ₹14,190 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -31.7% 3 Month -28.2% 6 Month -26% 1 Year -28.7% 3 Year -8.9% 5 Year 0.6% 10 Year 15 Year Since launch 21.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 -0.3% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 7.17 Yr. Data below for Sundaram Mid Cap Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Industrials 23.25% Financial Services 17.86% Consumer Cyclical 16.58% Basic Materials 11.83% Consumer Defensive 9.19% Health Care 7.86% Technology 5.59% Utility 3.67% Communication Services 2.17% Asset Allocation
Asset Class Value Cash 0.3% Equity 99.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM4% ₹259 Cr 3,314,880
↓ -15,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002514% ₹254 Cr 4,301,519
↓ -148,481 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹188 Cr 758,500
↓ -12,535 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171743% ₹187 Cr 66,918
↓ -1,705 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹186 Cr 1,119,859
↓ -60,883 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 5325143% ₹175 Cr 3,450,000
↓ -499,485 Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5008003% ₹170 Cr 4,434,398
↑ 90,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹157 Cr 2,048,206
↓ -54,942 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL2% ₹154 Cr 6,600,000 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200562% ₹153 Cr 688,350 8. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 5.4% since its launch. Return for 2019 was 2.2% , 2018 was -21.9% and 2017 was 55.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (27 Mar 20) ₹21.3585 ↑ 0.04 (0.21 %) Net Assets (Cr) ₹507 on 29 Feb 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.57 Sharpe Ratio 0.13 Information Ratio -0.48 Alpha Ratio 0.67 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 28 Feb 15 ₹10,000 29 Feb 16 ₹7,921 28 Feb 17 ₹10,848 28 Feb 18 ₹13,978 28 Feb 19 ₹11,369 29 Feb 20 ₹11,828 Sundaram Infrastructure Advantage Fund SIP Returns
Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 20 Duration Returns 1 Month -32.8% 3 Month -31.7% 6 Month -32.1% 1 Year -33.5% 3 Year -9.8% 5 Year -3% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 2.2% 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% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S Krishnakumar 1 Jan 16 4 Yr. Dwijendra Srivastava 30 Dec 17 2 Yr. S. Bharath 1 Apr 19 0.75 Yr. Rohit Seksaria 30 Dec 17 2 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 29 Feb 20
Equity Sector Allocation
Sector Value Industrials 55.34% Basic Materials 18.23% Financial Services 10.58% Energy 5.31% Real Estate 3.7% Communication Services 2.35% Consumer Cyclical 2.01% Technology 1.67% Asset Allocation
Asset Class Value Cash 0.8% Equity 99.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹34 Cr 650,000
↓ -50,000 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221136% ₹32 Cr 325,000
↓ -15,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹31 Cr 395,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT6% ₹30 Cr 220,920 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060765% ₹26 Cr 410,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹24 Cr 169,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹22 Cr 8,000 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹19 Cr 390,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 5329294% ₹19 Cr 810,000 JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT3% ₹19 Cr 135,000
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2020 Shepard Technologies Private Limited. All Rights Reserved