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8 Best Sundaram SIP Mutual Funds 2022 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2022

Updated on October 2, 2022 , 13730 views

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.

sundaram

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:

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.

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Best SIP Funds by Sundaram Mutual Funds for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Sundaram Small Cap Fund Growth ₹149.815
↑ 1.68
₹2,044 100 15.10.61.3289.360.3
Sundaram Mid Cap Fund Growth ₹749.852
↑ 17.50
₹7,515 100 17.75.8520.39.137.5
Sundaram Infrastructure Advantage Fund Growth ₹52.2907
↑ 0.82
₹637 100 14.323.3209.249.5
Sundaram Rural and Consumption Fund Growth ₹64.52
↑ 1.35
₹1,247 100 17.61310.417.29.619.3
Sundaram Large and Mid Cap Fund Growth ₹54.9285
↑ 1.19
₹5,240 100 13.1-1.2-0.117.112.742.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Diversified Equity Fund Growth ₹151.731
↑ 3.41
₹1,856 250 11.80.7216.38.931.5
Sundaram Financial Services Opportunities Fund Growth ₹61.2697
↑ 1.62
₹590 100 14.30.21.213.310.215.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Small Cap Fund

(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 CAGR/Annualized return of 16.6% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (04 Oct 22) ₹149.815 ↑ 1.68   (1.13 %)
Net Assets (Cr) ₹2,044 on 31 Aug 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.26
Information Ratio -0.07
Alpha Ratio 1.32
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹8,166
30 Sep 19₹7,755
30 Sep 20₹8,118
30 Sep 21₹15,333
30 Sep 22₹15,594

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 0.5%
3 Month 15.1%
6 Month 0.6%
1 Year 1.3%
3 Year 28%
5 Year 9.3%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.67 Yr.
Sudhir Kedia1 Jan 220.67 Yr.

Data below for Sundaram Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services23.03%
Consumer Cyclical20.97%
Industrials20.63%
Technology10.32%
Health Care7.03%
Basic Materials6.23%
Consumer Defensive4.35%
Real Estate1.75%
Communication Services1.7%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
3%₹69 Cr362,000
↓ -10,310
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹66 Cr1,046,412
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | 542651
3%₹62 Cr1,100,000
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹53 Cr824,354
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹53 Cr3,440,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 532497
2%₹50 Cr475,000
↑ 42,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
2%₹49 Cr218,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 517569
2%₹48 Cr327,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹47 Cr534,956
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹40 Cr314,000

2. Sundaram Mid Cap Fund

(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 CAGR/Annualized return of 23.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (04 Oct 22) ₹749.852 ↑ 17.50   (2.39 %)
Net Assets (Cr) ₹7,515 on 31 Aug 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.36
Information Ratio -1.36
Alpha Ratio -1.49
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,313
30 Sep 19₹9,164
30 Sep 20₹8,994
30 Sep 21₹14,592
30 Sep 22₹15,346

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -0.2%
3 Month 17.7%
6 Month 5.8%
1 Year 5%
3 Year 20.3%
5 Year 9.1%
10 Year
15 Year
Since launch 23.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 211.52 Yr.
Ratish Varier24 Feb 211.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.51%
Financial Services23.35%
Industrials15.69%
Basic Materials11.1%
Health Care8.05%
Consumer Defensive5.23%
Technology5.09%
Utility2.11%
Real Estate1.5%
Communication Services1.24%
Energy0.79%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
4%₹298 Cr979,509
↓ -91,955
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹230 Cr1,044,748
↑ 2,371
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹230 Cr19,620,971
↑ 292,863
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹224 Cr2,170,000
↓ -59,999
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹211 Cr830,325
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹201 Cr39,369
↓ -1,661
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹197 Cr461,113
↓ -6,263
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹197 Cr1,400,441
↑ 33,266
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
3%₹189 Cr6,182,019
↓ -217,981
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹188 Cr4,604,878
↑ 415,830

3. Sundaram Infrastructure Advantage Fund

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 CAGR/Annualized return of 10.2% since its launch.  Return for 2021 was 49.5% , 2020 was 10.4% and 2019 was 2.2% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (04 Oct 22) ₹52.2907 ↑ 0.82   (1.60 %)
Net Assets (Cr) ₹637 on 31 Aug 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio 0.5
Information Ratio 0.06
Alpha Ratio 0.87
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹8,986
30 Sep 19₹9,413
30 Sep 20₹8,539
30 Sep 21₹14,915
30 Sep 22₹15,574

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.6%
3 Month 14.3%
6 Month 2%
1 Year 3.3%
3 Year 20%
5 Year 9.2%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 202.11 Yr.
Ashish Aggarwal1 Jan 220.67 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials44.35%
Financial Services10.69%
Basic Materials10.51%
Utility8.02%
Energy7.98%
Communication Services5.98%
Consumer Cyclical5.1%
Real Estate3.16%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
9%₹59 Cr304,418
↓ -4,469
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
7%₹47 Cr534,000
↓ -29,271
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹40 Cr150,246
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹38 Cr524,071
↓ -47,306
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹30 Cr45,397
↑ 2,352
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
3%₹21 Cr1,303,466
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
3%₹21 Cr94,705
↓ -9,797
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | 500249
3%₹19 Cr97,015
ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | 500002
3%₹16 Cr50,011
↑ 5,668
Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | 542652
2%₹14 Cr56,466

4. Sundaram Rural and Consumption Fund

(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 CAGR/Annualized return of 12% since its launch.  Ranked 2 in Sectoral category.  Return for 2021 was 19.3% , 2020 was 13.5% and 2019 was 2.7% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (04 Oct 22) ₹64.52 ↑ 1.35   (2.13 %)
Net Assets (Cr) ₹1,247 on 31 Aug 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.57
Information Ratio -0.33
Alpha Ratio -2.98
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,764
30 Sep 19₹10,193
30 Sep 20₹10,041
30 Sep 21₹14,426
30 Sep 22₹15,883

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 1.9%
3 Month 17.6%
6 Month 13%
1 Year 10.4%
3 Year 17.2%
5 Year 9.6%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 220.67 Yr.
Ashish Aggarwal1 Jan 220.67 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical32.6%
Consumer Defensive32.25%
Financial Services13.2%
Basic Materials4.67%
Industrials2.76%
Communication Services2.73%
Real Estate2.36%
Health Care2.3%
Technology0.77%
Asset Allocation
Asset ClassValue
Cash6.34%
Equity93.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
8%₹101 Cr378,958
↑ 11,234
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹81 Cr312,187
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹79 Cr762,989
↓ -23,505
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
6%₹71 Cr78,365
↓ -2,736
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
6%₹69 Cr461,466
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹68 Cr764,613
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹55 Cr1,341,890
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
4%₹54 Cr1,670,266
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
4%₹49 Cr9,596
↓ -546
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 532432
3%₹42 Cr516,872
↓ -45,795

5. Sundaram Large and Mid Cap Fund

(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 CAGR/Annualized return of 11.5% 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% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (04 Oct 22) ₹54.9285 ↑ 1.19   (2.22 %)
Net Assets (Cr) ₹5,240 on 31 Aug 22
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.08
Information Ratio -0.8
Alpha Ratio -4.02
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,780
30 Sep 19₹11,788
30 Sep 20₹11,225
30 Sep 21₹18,259
30 Sep 22₹18,194

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.3%
3 Month 13.1%
6 Month -1.2%
1 Year -0.1%
3 Year 17.1%
5 Year 12.7%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.67 Yr.
Ashish Aggarwal1 Jan 220.67 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services28.08%
Consumer Cyclical17.48%
Industrials13.92%
Technology8.11%
Basic Materials7.32%
Consumer Defensive5.86%
Health Care4.92%
Energy4.38%
Utility1.96%
Real Estate1.54%
Communication Services1.44%
Asset Allocation
Asset ClassValue
Cash5%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
8%₹399 Cr4,495,006
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹230 Cr870,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹197 Cr1,323,852
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
4%₹191 Cr1,279,690
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹144 Cr746,883
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 532978
3%₹140 Cr82,672
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL
3%₹140 Cr1,350,969
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹116 Cr2,191,327
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | 500002
2%₹105 Cr321,054
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹103 Cr1,371,950

6. Sundaram Select Focus Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for 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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,960
30 Sep 19₹11,797
30 Sep 20₹11,503
30 Sep 21₹17,684

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Sundaram Diversified Equity Fund

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 CAGR/Annualized return of 16.1% since its launch.  Ranked 14 in ELSS category.  Return for 2021 was 31.5% , 2020 was 9.9% and 2019 was 6.2% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (04 Oct 22) ₹151.731 ↑ 3.41   (2.30 %)
Net Assets (Cr) ₹1,856 on 31 Aug 22
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 0.25
Information Ratio -0.7
Alpha Ratio 0.35
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,725
30 Sep 19₹10,060
30 Sep 20₹9,476
30 Sep 21₹14,922
30 Sep 22₹15,252

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.4%
3 Month 11.8%
6 Month 0.7%
1 Year 2%
3 Year 16.3%
5 Year 8.9%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia1 Jan 220.67 Yr.
Rohit Seksaria24 Feb 211.52 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services40.91%
Industrials14.95%
Consumer Cyclical11.37%
Technology10.41%
Consumer Defensive5.58%
Energy4.86%
Health Care4.33%
Basic Materials4.23%
Communication Services2.16%
Real Estate0.94%
Asset Allocation
Asset ClassValue
Cash0.26%
Equity99.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
10%₹181 Cr2,040,000
↓ -42,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹109 Cr736,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
5%₹91 Cr1,715,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹90 Cr341,595
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹88 Cr592,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹86 Cr1,145,000
↓ -25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹67 Cr272,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹63 Cr4,089,762
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | 542652
3%₹57 Cr229,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹53 Cr165,000

8. Sundaram Financial Services Opportunities Fund

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 CAGR/Annualized return of 13.5% since its launch.  Ranked 23 in Sectoral category.  Return for 2021 was 15.3% , 2020 was 2.7% and 2019 was 26.4% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (04 Oct 22) ₹61.2697 ↑ 1.62   (2.72 %)
Net Assets (Cr) ₹590 on 31 Aug 22
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 0.09
Information Ratio 0.1
Alpha Ratio 2.4
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,473
30 Sep 19₹11,620
30 Sep 20₹9,534
30 Sep 21₹16,085
30 Sep 22₹16,082

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -1.2%
3 Month 14.3%
6 Month 0.2%
1 Year 1.2%
3 Year 13.3%
5 Year 10.2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
2012 47.1%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 174.67 Yr.
Ashish Aggarwal1 Jan 220.67 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services92.92%
Asset Allocation
Asset ClassValue
Cash7.08%
Equity92.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
20%₹117 Cr1,315,747
↑ 27,528
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
19%₹112 Cr753,477
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
10%₹57 Cr1,064,198
↑ 12,784
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
8%₹47 Cr628,945
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
6%₹34 Cr140,418
↓ -60,000
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹19 Cr1,458,342
↓ -24,616
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
2%₹14 Cr8,395
↓ -1,970
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN
2%₹14 Cr175,507
↓ -36,933
Canara Bank (Financial Services)
Equity, Since 31 May 22 | 532483
2%₹12 Cr517,013
Shriram City Union Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | SHRIRAMCIT
2%₹12 Cr64,814

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
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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