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8 Best Sundaram SIP Mutual Funds 2019 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2019

Updated on March 19, 2019 , 380 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:

  • 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 2019. 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 (%)2018 (%)
Sundaram Financial Services Opportunities Fund Growth ₹40.3934
↑ 0.02
₹143 250 6.49.59.71816.1-3.7
Sundaram Rural and Consumption Fund Growth ₹41.1129
↓ -0.23
₹2,328 250 0.8-0.31.21718.9-7.8
Sundaram Large and Mid Cap Fund Growth ₹33.86
↓ -0.17
₹513 250 31.87.416.218.10.4
Sundaram Select Focus Fund Growth ₹176.6
↓ -0.04
₹888 250 6.12.110.414.813.21.2
Sundaram Diversified Equity Fund Growth ₹99.7414
↓ -0.27
₹2,547 250 4.50.31.413.115.1-10.6
Sundaram Mid Cap Fund Growth ₹459.453
↓ -2.69
₹5,688 250 0.8-2.4-6.812.420-15.4
Sundaram Infrastructure Advantage Fund Growth ₹32.0926
↓ -0.03
₹562 250 5.32.8-6.711.914.8-21.9
Sundaram Small Cap Fund Growth ₹82.5252
↓ -0.12
₹1,039 250 3.1-0.1-16.49.620.6-29.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Mar 19

1. 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 13.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2018 was -3.7% , 2017 was 33.3% and 2016 was 12.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (22 Mar 19) ₹40.3934 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹143 on 28 Feb 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.35
Information Ratio -1.21
Alpha Ratio -12.79
Min Investment 100,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹17,314
29 Feb 16₹12,641
28 Feb 17₹19,617
28 Feb 18₹22,441
28 Feb 19₹21,426

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 ₹458,689.
Net Profit of ₹158,689
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 22 Mar 19

DurationReturns
1 Month 9.1%
3 Month 6.4%
6 Month 9.5%
1 Year 9.7%
3 Year 18%
5 Year 16.1%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 71.6%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
S Krishnakumar30 Dec 171.09 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services98.7%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
27%₹38 Cr182,557
↑ 2,300
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
13%₹19 Cr547,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
10%₹14 Cr76,179
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹13 Cr183,312
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
9%₹13 Cr478,884
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
7%₹10 Cr86,489
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹7 Cr28,034
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
2%₹4 Cr5,482
DCB Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532772
2%₹3 Cr163,473
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
2%₹3 Cr31,750

2. 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 11.6% since its launch.  Ranked 2 in Sectoral category.  Return for 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (22 Mar 19) ₹41.1129 ↓ -0.23   (-0.54 %)
Net Assets (Cr) ₹2,328 on 28 Feb 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.52
Information Ratio 0.3
Alpha Ratio -4.62
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,392
29 Feb 16₹13,865
28 Feb 17₹21,081
28 Feb 18₹25,077
28 Feb 19₹23,202

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 ₹481,656.
Net Profit of ₹181,656
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 22 Mar 19

DurationReturns
1 Month 6%
3 Month 0.8%
6 Month -0.3%
1 Year 1.2%
3 Year 17%
5 Year 18.9%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 75.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 163.09 Yr.
S. Bharath25 Apr 180.77 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Defensive35.45%
Basic Materials21.42%
Consumer Cyclical16.5%
Financial Services12.24%
Industrials3.82%
Technology2.24%
Asset Allocation
Asset ClassValue
Cash4.62%
Equity95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹123 Cr4,450,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹121 Cr700,000
Treps
CBLO/Reverse Repo | -
5%₹106 Cr
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
4%₹97 Cr1,500,000
UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL
4%₹88 Cr1,000,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | 500825
3%₹61 Cr200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹60 Cr425,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
2%₹57 Cr2,114,265
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
2%₹53 Cr410,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | 500830
2%₹53 Cr420,000

3. 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 10.6% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% .

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 (22 Mar 19) ₹33.86 ↓ -0.17   (-0.49 %)
Net Assets (Cr) ₹513 on 28 Feb 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.2
Information Ratio -0.05
Alpha Ratio -1.29
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,949
29 Feb 16₹14,037
28 Feb 17₹18,592
28 Feb 18₹22,706
28 Feb 19₹22,401

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 ₹481,656.
Net Profit of ₹181,656
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 22 Mar 19

DurationReturns
1 Month 6%
3 Month 3%
6 Month 1.8%
1 Year 7.4%
3 Year 16.2%
5 Year 18.1%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 67.8%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 171.09 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services30.53%
Consumer Cyclical12.62%
Basic Materials12.42%
Consumer Defensive9.61%
Industrials8.68%
Technology7.1%
Energy4.98%
Health Care4.91%
Utility2%
Asset Allocation
Asset ClassValue
Cash7.13%
Equity92.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹29 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹27 Cr378,007
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
5%₹26 Cr207,494
↑ 86,668
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹22 Cr640,018
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 500840
4%₹20 Cr1,097,102
↑ 78,069
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹20 Cr95,538
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | ABFRL
3%₹17 Cr734,885
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM
3%₹16 Cr237,227
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹15 Cr334,486
↑ 88,201
Infosys Ltd (Technology)
Equity, Since 30 Sep 13 | INFY
3%₹15 Cr204,000

4. 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 18.8% since its launch.  Ranked 55 in Focused category.  Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (22 Mar 19) ₹176.6 ↓ -0.04   (-0.02 %)
Net Assets (Cr) ₹888 on 28 Feb 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio -0.08
Information Ratio -0.57
Alpha Ratio -2.8
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹14,292
29 Feb 16₹11,610
28 Feb 17₹14,369
28 Feb 18₹17,618
28 Feb 19₹17,867

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 ₹426,080.
Net Profit of ₹126,080
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 22 Mar 19

DurationReturns
1 Month 7%
3 Month 6.1%
6 Month 2.1%
1 Year 10.4%
3 Year 14.8%
5 Year 13.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 65.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 162.31 Yr.

Data below for Sundaram Select Focus Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services44.59%
Technology13.06%
Consumer Cyclical7.17%
Energy6.55%
Consumer Defensive6.34%
Health Care4.89%
Industrials4.81%
Basic Materials4%
Utility2.95%
Communication Services1.49%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹83 Cr397,759
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹81 Cr2,322,538
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
7%₹65 Cr881,020
↓ -120,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹61 Cr863,592
↑ 187,498
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹58 Cr472,389
↑ 115,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC
6%₹56 Cr2,040,754
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹51 Cr416,450
↑ 106,440
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹47 Cr254,611
↑ 9,557
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 18 | TORNTPHARM
5%₹43 Cr241,174
Treps
CBLO/Reverse Repo | -
4%₹38 Cr

5. 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 16.7% since its launch.  Ranked 14 in ELSS category.  Return for 2018 was -10.6% , 2017 was 38.4% and 2016 was 6.8% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (22 Mar 19) ₹99.7414 ↓ -0.27   (-0.27 %)
Net Assets (Cr) ₹2,547 on 28 Feb 19
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.7
Information Ratio -0.32
Alpha Ratio -9.71
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,646
29 Feb 16₹12,878
28 Feb 17₹18,380
28 Feb 18₹21,752
28 Feb 19₹19,816

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 ₹447,579.
Net Profit of ₹147,579
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 22 Mar 19

DurationReturns
1 Month 6.8%
3 Month 4.5%
6 Month 0.3%
1 Year 1.4%
3 Year 13.1%
5 Year 15.1%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 72%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S Krishnakumar1 Apr 153.84 Yr.

Data below for Sundaram Diversified Equity Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services34.36%
Consumer Cyclical13.91%
Industrials13.21%
Technology10.25%
Basic Materials10.19%
Consumer Defensive6.12%
Health Care4.81%
Energy3.77%
Utility2.22%
Asset Allocation
Asset ClassValue
Cash1.17%
Equity98.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹149 Cr4,261,114
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
5%₹130 Cr625,597
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹116 Cr1,641,415
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
4%₹106 Cr401,460
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
4%₹96 Cr780,073
↑ 199,406
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹94 Cr3,479,521
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 532755
3%₹78 Cr942,641
↓ -166,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹78 Cr1,063,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
3%₹72 Cr1,070,287
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 May 17 | 500124
3%₹68 Cr258,353
↑ 115,000

6. 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 25.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Mar 19) ₹459.453 ↓ -2.69   (-0.58 %)
Net Assets (Cr) ₹5,688 on 28 Feb 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -1.07
Information Ratio -0.2
Alpha Ratio -5.52
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹18,934
29 Feb 16₹16,546
28 Feb 17₹24,580
28 Feb 18₹29,501
28 Feb 19₹24,893

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 ₹505,644.
Net Profit of ₹205,644
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 22 Mar 19

DurationReturns
1 Month 7.4%
3 Month 0.8%
6 Month -2.4%
1 Year -6.8%
3 Year 12.4%
5 Year 20%
10 Year
15 Year
Since launch 25.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 114.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 126.33 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Cyclical22.1%
Financial Services18.42%
Industrials17.83%
Basic Materials13.54%
Technology8.44%
Consumer Defensive6.87%
Health Care5.9%
Utility2.26%
Asset Allocation
Asset ClassValue
Cash3.45%
Equity96.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹234 Cr3,487,781
Treps
CBLO/Reverse Repo | -
3%₹185 Cr
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹181 Cr8,023,450
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹172 Cr5,302,541
↑ 155,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹171 Cr79,087
↓ -1,401
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹157 Cr290,000
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 500086
3%₹155 Cr7,069,348
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹139 Cr491,350
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
2%₹135 Cr1,185,742
↑ 12,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
2%₹128 Cr4,385,765

7. 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 9% since its launch.  Return for 2018 was -21.9% , 2017 was 55.5% and 2016 was -0.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (22 Mar 19) ₹32.0926 ↓ -0.03   (-0.10 %)
Net Assets (Cr) ₹562 on 28 Feb 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio -1.19
Information Ratio -0.44
Alpha Ratio -22.3
Min Investment 100,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹17,486
29 Feb 16₹13,852
28 Feb 17₹18,968
28 Feb 18₹24,442
28 Feb 19₹19,880

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 ₹436,710.
Net Profit of ₹136,710
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 22 Mar 19

DurationReturns
1 Month 9.7%
3 Month 5.3%
6 Month 2.8%
1 Year -6.7%
3 Year 11.9%
5 Year 14.8%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 93.4%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
S Krishnakumar1 Jan 163.09 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials49.25%
Basic Materials23.13%
Financial Services9.69%
Utility4.39%
Technology3.76%
Energy3.41%
Consumer Cyclical2.81%
Real Estate1.93%
Asset Allocation
Asset ClassValue
Cash1.64%
Equity98.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
5%₹27 Cr397,683
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹25 Cr721,969
Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 506076
4%₹23 Cr427,386
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹23 Cr10,623
↓ -357
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
4%₹23 Cr177,117
Praj Industries Ltd (Industrials)
Equity, Since 30 Sep 15 | 522205
4%₹22 Cr1,520,588
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
4%₹21 Cr362,524
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
3%₹19 Cr155,629
Kalpataru Power Transmission Ltd (Utilities)
Equity, Since 31 May 09 | 522287
3%₹19 Cr476,131
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
3%₹18 Cr397,537

8. 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 16.2% since its launch.  Ranked 19 in Small Cap category.  Return for 2018 was -29.2% , 2017 was 55.6% and 2016 was -0.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (22 Mar 19) ₹82.5252 ↓ -0.12   (-0.14 %)
Net Assets (Cr) ₹1,039 on 28 Feb 19
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio -1.53
Information Ratio -0.64
Alpha Ratio -7.49
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹23,112
29 Feb 16₹18,542
28 Feb 17₹27,094
28 Feb 18₹34,453
28 Feb 19₹24,906

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 ₹505,644.
Net Profit of ₹205,644
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 22 Mar 19

DurationReturns
1 Month 11.9%
3 Month 3.1%
6 Month -0.1%
1 Year -16.4%
3 Year 9.6%
5 Year 20.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
2010 10.2%
2009 120.4%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0612.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials24.42%
Basic Materials20.87%
Consumer Cyclical20.59%
Technology10%
Financial Services6.59%
Health Care6.56%
Utility3.01%
Consumer Defensive2.64%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NRB Bearings Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 530367
5%₹50 Cr2,440,889
↓ -92,597
Praj Industries Ltd (Industrials)
Equity, Since 31 May 15 | 522205
4%₹47 Cr3,294,335
Treps
CBLO/Reverse Repo | -
4%₹41 Cr
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
4%₹41 Cr682,501
↓ -17,600
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹35 Cr1,931,856
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
3%₹33 Cr454,856
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
3%₹32 Cr2,081,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹32 Cr599,008
Kalpataru Power Transmission Ltd (Utilities)
Equity, Since 31 Aug 09 | 522287
3%₹31 Cr782,879
Rane Holdings Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | RANEHOLDIN
3%₹29 Cr246,000
↑ 153

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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