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Best Sundaram SIP Mutual Funds 2025
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 2025. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
(Erstwhile Sundaram 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 (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 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 (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on To achieve capital appreciation by investing in
units of overseas mutual funds and exchange
traded funds, domestic money market
instruments. Income generation may only be
a secondary objective. Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a Below is the key information for Sundaram Global Advantage Fund Returns up to 1 year are on 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,387.91
↓ -9.97 ₹12,344 100 11.1 7.4 6.2 27.1 28.5 32 Sundaram Infrastructure Advantage Fund Growth ₹96.1191
↓ -0.45 ₹952 100 10.7 7.8 -1.2 26.4 28.9 23.8 Sundaram Small Cap Fund Growth ₹266.41
↓ -1.27 ₹3,311 100 14.7 8.2 5.7 25.4 32.3 19.1 Sundaram Financial Services Opportunities Fund Growth ₹104.916
↓ -1.14 ₹1,548 100 3.2 14.5 5.2 23.5 23.5 7.1 Sundaram Large and Mid Cap Fund Growth ₹85.1936
↓ -0.55 ₹6,671 100 6.9 5.5 1 18.9 21.9 21.1 Sundaram Rural and Consumption Fund Growth ₹97.4128
↓ -0.65 ₹1,548 100 4.3 4 3 18.7 20.2 20.1 Sundaram Global Advantage Fund Growth ₹34.9552
↑ 0.38 ₹118 100 16.3 5.3 12 18.1 12.8 13.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 25 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Mid Cap Fund
CAGR/Annualized return of 24% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Jul 25) ₹1,387.91 ↓ -9.97 (-0.71 %) Net Assets (Cr) ₹12,344 on 31 May 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.38 Information Ratio 0.1 Alpha Ratio 2.99 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 20 ₹10,000 30 Jun 21 ₹16,403 30 Jun 22 ₹16,325 30 Jun 23 ₹21,303 30 Jun 24 ₹33,059 30 Jun 25 ₹36,042 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.4% 3 Month 11.1% 6 Month 7.4% 1 Year 6.2% 3 Year 27.1% 5 Year 28.5% 10 Year 15 Year Since launch 24% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.27 Yr. Ratish Varier 24 Feb 21 4.27 Yr. Data below for Sundaram Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.72% Financial Services 17.21% Industrials 14.53% Basic Materials 10.57% Health Care 10.4% Technology 6.5% Consumer Defensive 4.02% Real Estate 3.74% Communication Services 2.44% Energy 2.05% Utility 1.87% Asset Allocation
Asset Class Value Cash 7.89% Equity 92.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND3% ₹422 Cr 1,290,127
↑ 20,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹396 Cr 1,731,853
↓ -15,329 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹389 Cr 19,247,362 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹337 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN2% ₹274 Cr 1,401,952
↑ 51,631 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹274 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹273 Cr 484,892 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹264 Cr 1,179,542 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | MARICO2% ₹258 Cr 3,599,583 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹253 Cr 6,144,382
↑ 143,420 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.1% since its launch. Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (18 Jul 25) ₹96.1191 ↓ -0.45 (-0.47 %) Net Assets (Cr) ₹952 on 31 May 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio -0.15 Information Ratio 0.14 Alpha Ratio -2.24 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 20 ₹10,000 30 Jun 21 ₹16,923 30 Jun 22 ₹17,537 30 Jun 23 ₹22,736 30 Jun 24 ₹36,803 30 Jun 25 ₹36,891 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.7% 3 Month 10.7% 6 Month 7.8% 1 Year -1.2% 3 Year 26.4% 5 Year 28.9% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.8% 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% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ashish Aggarwal 1 Jan 22 3.42 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 39.37% Energy 11.45% Communication Services 11.28% Utility 10.86% Basic Materials 7.65% Consumer Cyclical 6.15% Financial Services 5.23% Real Estate 2.6% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹81 Cr 435,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹77 Cr 545,000
↓ -45,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹77 Cr 210,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹45 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹31 Cr 28,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK3% ₹28 Cr 193,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹26 Cr 675,000
↑ 75,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹23 Cr 800,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹21 Cr 94,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹18 Cr 575,000 3. Sundaram Small Cap Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (18 Jul 25) ₹266.41 ↓ -1.27 (-0.47 %) Net Assets (Cr) ₹3,311 on 31 May 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.21 Information Ratio -0.35 Alpha Ratio 0.93 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 20 ₹10,000 30 Jun 21 ₹20,109 30 Jun 22 ₹20,226 30 Jun 23 ₹26,794 30 Jun 24 ₹38,752 30 Jun 25 ₹40,821 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 4.2% 3 Month 14.7% 6 Month 8.2% 1 Year 5.7% 3 Year 25.4% 5 Year 32.3% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 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% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.58 Yr. Data below for Sundaram Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 20.34% Industrials 20.11% Consumer Cyclical 18.42% Health Care 11.06% Basic Materials 7.62% Communication Services 3.7% Consumer Defensive 3.69% Technology 3.46% Real Estate 3.24% Utility 1.23% Asset Allocation
Asset Class Value Cash 7.04% Equity 92.85% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹106 Cr 1,898,655 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 410,809
↑ 656 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹95 Cr 906,389
↑ 70,411 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹92 Cr 530,036 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹79 Cr 936,780 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹79 Cr 140,821 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹75 Cr 793,969 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 5429042% ₹72 Cr 16,665,062
↓ -2,160,705 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹72 Cr 648,946 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520 4. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (18 Jul 25) ₹104.916 ↓ -1.14 (-1.07 %) Net Assets (Cr) ₹1,548 on 31 May 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.45 Information Ratio 0.86 Alpha Ratio -8.77 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 20 ₹10,000 30 Jun 21 ₹15,894 30 Jun 22 ₹14,986 30 Jun 23 ₹20,883 30 Jun 24 ₹28,202 30 Jun 25 ₹30,521 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 0.7% 3 Month 3.2% 6 Month 14.5% 1 Year 5.2% 3 Year 23.5% 5 Year 23.5% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.42 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 93.67% Asset Allocation
Asset Class Value Cash 5.34% Equity 93.7% Debt 0.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹297 Cr 1,525,703 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹194 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹150 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹82 Cr 1,003,469 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING5% ₹71 Cr 682,976
↑ 28,434 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹69 Cr 1,085,825 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV4% ₹64 Cr 317,616 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹60 Cr 1,644,042 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹57 Cr 3,891,197 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK4% ₹56 Cr 687,933
↑ 39,500 5. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (18 Jul 25) ₹85.1936 ↓ -0.55 (-0.65 %) Net Assets (Cr) ₹6,671 on 31 May 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.1 Information Ratio -1.05 Alpha Ratio -2.22 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 20 ₹10,000 30 Jun 21 ₹15,690 30 Jun 22 ₹15,902 30 Jun 23 ₹19,677 30 Jun 24 ₹27,324 30 Jun 25 ₹28,292 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 2.2% 3 Month 6.9% 6 Month 5.5% 1 Year 1% 3 Year 18.9% 5 Year 21.9% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.92 Yr. Ashish Aggarwal 1 Jan 22 3.42 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 26.7% Consumer Cyclical 14.7% Health Care 9.5% Industrials 9.43% Energy 6.91% Communication Services 6.84% Basic Materials 6.8% Consumer Defensive 5.63% Technology 4.98% Utility 2.61% Real Estate 2.18% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹377 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹304 Cr 2,100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹295 Cr 2,075,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹193 Cr 2,375,000
↑ 75,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹167 Cr 900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹167 Cr 1,400,000
↑ 300,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹145 Cr 700,000
↑ 20,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹136 Cr 210,000
↑ 5,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹130 Cr 352,500 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | ALKEM2% ₹129 Cr 252,570
↑ 2,570 6. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (18 Jul 25) ₹97.4128 ↓ -0.65 (-0.66 %) Net Assets (Cr) ₹1,548 on 31 May 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.4 Information Ratio 0.09 Alpha Ratio 3.32 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹14,316 30 Jun 22 ₹14,340 30 Jun 23 ₹18,300 30 Jun 24 ₹24,282 30 Jun 25 ₹26,305 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 1.6% 3 Month 4.3% 6 Month 4% 1 Year 3% 3 Year 18.7% 5 Year 20.2% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.42 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.5% Consumer Defensive 31.88% Communication Services 11.47% Health Care 3.51% Financial Services 3.01% Real Estate 2.21% Basic Materials 1.4% Asset Allocation
Asset Class Value Cash 5.03% Equity 94.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹147 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹116 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹103 Cr 440,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹76 Cr 212,692
↓ -22,597 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹72 Cr 58,511 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹72 Cr 3,000,962 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹69 Cr 453,496 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹54 Cr 79,027 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹52 Cr 225,560
↓ -20,000 7. Sundaram Global Advantage Fund
CAGR/Annualized return of 7.2% since its launch. Ranked 28 in Global category. Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (17 Jul 25) ₹34.9552 ↑ 0.38 (1.10 %) Net Assets (Cr) ₹118 on 31 May 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.33 Sharpe Ratio 0.41 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹13,570 30 Jun 22 ₹11,211 30 Jun 23 ₹14,440 30 Jun 24 ₹16,374 30 Jun 25 ₹18,629 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 Duration Returns 1 Month 3.5% 3 Month 16.3% 6 Month 5.3% 1 Year 12% 3 Year 18.1% 5 Year 12.8% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 30.1% 2022 -15.4% 2021 18.5% 2020 21.4% 2019 17.6% 2018 -8.1% 2017 19.8% 2016 12.8% 2015 -14.2% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.17 Yr. Data below for Sundaram Global Advantage Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 33.47% Consumer Cyclical 20.32% Financial Services 15.08% Communication Services 13.26% Consumer Defensive 9.31% Industrials 4.22% Asset Allocation
Asset Class Value Cash 4.33% Equity 95.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹113 Cr 8,283,224
↑ 629 Treps
CBLO/Reverse Repo | -5% ₹6 Cr Cash And Other Net Current Assets
CBLO | -0% -₹1 Cr 8. 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 20 ₹10,000 30 Jun 21 ₹14,640 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jul 25 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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
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.
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