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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 July 15, 2019 , 1127 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 ₹43.945
↑ 0.15
₹160 250 613.712.112.812.9-3.7
Sundaram Select Focus Fund Growth ₹182.594
↓ -0.06
₹979 250 0.97.45.912.89.51.2
Sundaram Large and Mid Cap Fund Growth ₹34.0642
↓ -0.03
₹616 250 -2.33.13.512.612.40.4
Sundaram Rural and Consumption Fund Growth ₹40.0811
↑ 0.04
₹2,375 250 -5-1.6-2.78.313.6-7.8
Sundaram Infrastructure Advantage Fund Growth ₹32.3802
↓ -0.02
₹597 250 -1.95.42.87.88.3-21.9
Sundaram Diversified Equity Fund Growth ₹99.4856
↓ -0.06
₹2,712 250 -2.83.5-1.37.710.2-10.6
Sundaram Global Advantage Fund Growth ₹16.7724
↑ 0.07
₹22 250 -1.74.4-0.16.61.3-8.1
Sundaram Mid Cap Fund Growth ₹449.142
↓ -1.44
₹6,029 250 -4.6-1.2-6.36.411.6-15.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Jul 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 14.3% 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 (17 Jul 19) ₹43.945 ↑ 0.15   (0.34 %)
Net Assets (Cr) ₹160 on 30 Apr 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio 0.23
Information Ratio -1.82
Alpha Ratio -11.7
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
30 Jun 14₹10,000
30 Jun 15₹11,946
30 Jun 16₹12,101
30 Jun 17₹15,499
30 Jun 18₹16,171
30 Jun 19₹18,547

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 ₹415,684.
Net Profit of ₹115,684
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 17 Jul 19

DurationReturns
1 Month 1.6%
3 Month 6%
6 Month 13.7%
1 Year 12.1%
3 Year 12.8%
5 Year 12.9%
10 Year
15 Year
Since launch 14.3%
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 171.42 Yr.
Dwijendra Srivastava30 Dec 171.42 Yr.
Rahul Baijal1 Apr 190.16 Yr.
Rohit Seksaria30 Dec 171.42 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services96.75%
Asset Allocation
Asset ClassValue
Cash2.69%
Equity96.75%
Other0.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
26%₹47 Cr192,640
↑ 10,083
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
17%₹30 Cr700,154
↑ 94,209
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
10%₹18 Cr82,240
↑ 26,061
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹16 Cr202,926
↑ 19,614
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
9%₹16 Cr101,911
↑ 3,565
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
8%₹15 Cr413,653
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹8 Cr21,656
↓ -6,378
Cblo
CBLO | -
3%₹5 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹4 Cr5,482
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
2%₹3 Cr46,983

2. 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 18.7% 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 (17 Jul 19) ₹182.594 ↓ -0.06   (-0.03 %)
Net Assets (Cr) ₹979 on 30 Apr 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.24
Information Ratio -0.32
Alpha Ratio -4.4
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
30 Jun 14₹10,000
30 Jun 15₹10,913
30 Jun 16₹10,686
30 Jun 17₹12,821
30 Jun 18₹14,591
30 Jun 19₹15,984

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 ₹385,859.
Net Profit of ₹85,859
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 17 Jul 19

DurationReturns
1 Month 1%
3 Month 0.9%
6 Month 7.4%
1 Year 5.9%
3 Year 12.8%
5 Year 9.5%
10 Year
15 Year
Since launch 18.7%
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 162.64 Yr.

Data below for Sundaram Select Focus Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services46.96%
Consumer Cyclical8.12%
Consumer Defensive7.89%
Energy7.56%
Basic Materials7.14%
Industrials6.6%
Health Care3.85%
Technology3.84%
Utility2.56%
Communication Services1.84%
Asset Allocation
Asset ClassValue
Cash3.2%
Equity96.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹99 Cr2,254,628
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
10%₹97 Cr397,759
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹78 Cr622,092
↑ 46,850
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹70 Cr863,592
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹63 Cr426,450
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹63 Cr286,238
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC
5%₹55 Cr2,016,044
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
5%₹49 Cr312,722
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 18 | TORNTPHARM
4%₹39 Cr249,108
Cblo
CBLO | -
3%₹33 Cr

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 10.4% 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 (17 Jul 19) ₹34.0642 ↓ -0.03   (-0.09 %)
Net Assets (Cr) ₹616 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.02
Information Ratio 0.31
Alpha Ratio -3.26
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
30 Jun 14₹10,000
30 Jun 15₹11,860
30 Jun 16₹12,040
30 Jun 17₹15,118
30 Jun 18₹17,058
30 Jun 19₹18,297

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 17 Jul 19

DurationReturns
1 Month -0.5%
3 Month -2.3%
6 Month 3.1%
1 Year 3.5%
3 Year 12.6%
5 Year 12.4%
10 Year
15 Year
Since launch 10.4%
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 171.42 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services27.48%
Basic Materials17.35%
Consumer Cyclical15.59%
Industrials15.41%
Consumer Defensive8.59%
Health Care5.2%
Energy4.35%
Technology3.54%
Asset Allocation
Asset ClassValue
Cash1%
Equity97.52%
Other1.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹34 Cr797,150
↑ 120,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹32 Cr398,492
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹29 Cr217,494
↑ 10,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
4%₹28 Cr182,456
↑ 10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹27 Cr112,538
↑ 12,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO
4%₹26 Cr54,229
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM
3%₹22 Cr273,955
↑ 27,000
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
3%₹22 Cr175,730
↑ 17,906
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL
3%₹22 Cr233,668
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 500840
3%₹21 Cr1,137,102
↑ 40,000

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 11.1% 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 (17 Jul 19) ₹40.0811 ↑ 0.04   (0.11 %)
Net Assets (Cr) ₹2,375 on 30 Apr 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.46
Information Ratio -0.12
Alpha Ratio -9.15
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
30 Jun 14₹10,000
30 Jun 15₹11,986
30 Jun 16₹14,423
30 Jun 17₹18,413
30 Jun 18₹19,338
30 Jun 19₹19,166

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 ₹426,080.
Net Profit of ₹126,080
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 17 Jul 19

DurationReturns
1 Month -1.6%
3 Month -5%
6 Month -1.6%
1 Year -2.7%
3 Year 8.3%
5 Year 13.6%
10 Year
15 Year
Since launch 11.1%
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 163.41 Yr.
S. Bharath25 Apr 181.1 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Consumer Defensive27.47%
Basic Materials21.51%
Consumer Cyclical18.38%
Financial Services17.8%
Industrials4.95%
Technology2.05%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹111 Cr4,000,000
↓ -450,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹107 Cr600,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
4%₹94 Cr1,450,000
UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL
4%₹90 Cr900,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
4%₹82 Cr2,339,265
Cblo
CBLO | -
3%₹82 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹66 Cr3,100,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹60 Cr2,504,000
↑ 275,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
2%₹59 Cr2,400,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
2%₹57 Cr697,000

5. 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 8.9% 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 (17 Jul 19) ₹32.3802 ↓ -0.02   (-0.05 %)
Net Assets (Cr) ₹597 on 30 Apr 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio -0.65
Information Ratio -0.45
Alpha Ratio -19.81
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
30 Jun 14₹10,000
30 Jun 15₹11,659
30 Jun 16₹11,674
30 Jun 17₹14,579
30 Jun 18₹14,537
30 Jun 19₹15,532

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 ₹376,357.
Net Profit of ₹76,357
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 17 Jul 19

DurationReturns
1 Month -1.7%
3 Month -1.9%
6 Month 5.4%
1 Year 2.8%
3 Year 7.8%
5 Year 8.3%
10 Year
15 Year
Since launch 8.9%
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 163.41 Yr.
Dwijendra Srivastava30 Dec 171.42 Yr.
S. Bharath1 Apr 190.17 Yr.
Rohit Seksaria30 Dec 171.42 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Industrials52.82%
Basic Materials24.23%
Financial Services10.58%
Technology3.54%
Energy3.08%
Real Estate2.2%
Consumer Cyclical2.02%
Utility0.95%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
5%₹32 Cr397,683
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
5%₹32 Cr206,743
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹31 Cr721,969
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
4%₹25 Cr362,524
Grindwell Norton Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 506076
4%₹24 Cr410,795
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 522287
4%₹24 Cr476,131
Praj Industries Ltd (Industrials)
Equity, Since 30 Sep 15 | 522205
4%₹22 Cr1,520,588
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
3%₹22 Cr8,437
↓ -43
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Mar 16 | 500387
3%₹21 Cr9,631
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
3%₹20 Cr82,379

6. 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 16.4% 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 (17 Jul 19) ₹99.4856 ↓ -0.06   (-0.06 %)
Net Assets (Cr) ₹2,712 on 30 Apr 19
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.47
Information Ratio -0.63
Alpha Ratio -10.24
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,078
30 Jun 16₹12,722
30 Jun 17₹15,815
30 Jun 18₹16,487
30 Jun 19₹16,827

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 ₹395,578.
Net Profit of ₹95,578
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 17 Jul 19

DurationReturns
1 Month -1.9%
3 Month -2.8%
6 Month 3.5%
1 Year -1.3%
3 Year 7.7%
5 Year 10.2%
10 Year
15 Year
Since launch 16.4%
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 154.17 Yr.
Dwijendra Srivastava30 Dec 171.42 Yr.
Rohit Seksaria30 Dec 171.42 Yr.
Rahul Ranjan1 Apr 190.16 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services34.74%
Industrials14.81%
Consumer Cyclical12.91%
Basic Materials12.02%
Technology9%
Consumer Defensive6.58%
Energy4.18%
Health Care2.01%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹167 Cr3,947,721
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
5%₹152 Cr625,597
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹133 Cr1,641,415
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹123 Cr792,788
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
4%₹122 Cr351,331
↓ -50,129
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
4%₹117 Cr879,095
Cblo
CBLO | -
4%₹111 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
3%₹87 Cr1,070,287
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
3%₹75 Cr2,137,495
↓ -523,440
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 18 | 532755
2%₹69 Cr901,571

7. Sundaram Global Advantage Fund

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 CAGR/Annualized return of 4.4% since its launch.  Ranked 28 in Global category.  Return for 2018 was -8.1% , 2017 was 19.8% and 2016 was 12.8% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (15 Jul 19) ₹16.7724 ↑ 0.07   (0.43 %)
Net Assets (Cr) ₹22 on 30 Apr 19
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.53
Sharpe Ratio -0.34
Information Ratio -1.25
Alpha Ratio -1.53
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
30 Jun 14₹10,000
30 Jun 15₹9,226
30 Jun 16₹8,658
30 Jun 17₹9,770
30 Jun 18₹10,843
30 Jun 19₹10,780

Sundaram Global 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 ₹315,615.
Net Profit of ₹15,615
Invest Now

Returns for Sundaram Global 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 17 Jul 19

DurationReturns
1 Month 3.2%
3 Month -1.7%
6 Month 4.4%
1 Year -0.1%
3 Year 6.6%
5 Year 1.3%
10 Year
15 Year
Since launch 4.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 62.4%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
S Krishnakumar30 Dec 171.42 Yr.
Rohit Seksaria30 Dec 171.42 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services21.82%
Technology18.95%
Real Estate11.33%
Consumer Cyclical9.16%
Consumer Defensive5.37%
Energy4.83%
Basic Materials4.04%
Industrials3.53%
Communication Services2.1%
Utility1.66%
Health Care1.37%
Asset Allocation
Asset ClassValue
Cash14.98%
Equity84.52%
Debt0.32%
Other0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fidelity Asia Focus A-Dis-USD
Investment Fund | -
28%₹6 Cr94,335
X MSCI EM Asia Swap ETF 1C
- | XMAI
25%₹5 Cr15,880
Templeton Asian Growth A(Ydis)USD
Investment Fund | -
15%₹3 Cr14,619
Treps
CBLO/Reverse Repo | -
13%₹3 Cr
MS INVF Global Property I
Investment Fund | -
10%₹2 Cr9,091
X MSCI EM Latin America Swap ETF 1C
- | XMLA
9%₹2 Cr5,884
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

8. 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 25.1% 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 (17 Jul 19) ₹449.142 ↓ -1.44   (-0.32 %)
Net Assets (Cr) ₹6,029 on 30 Apr 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.97
Information Ratio -0.22
Alpha Ratio -5.36
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
30 Jun 14₹10,000
30 Jun 15₹12,998
30 Jun 16₹14,178
30 Jun 17₹17,953
30 Jun 18₹18,695
30 Jun 19₹17,815

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 ₹405,518.
Net Profit of ₹105,518
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 17 Jul 19

DurationReturns
1 Month -1.4%
3 Month -4.6%
6 Month -1.2%
1 Year -6.3%
3 Year 6.4%
5 Year 11.6%
10 Year
15 Year
Since launch 25.1%
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 126.58 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Consumer Cyclical21.62%
Financial Services19.32%
Industrials17.12%
Basic Materials16.17%
Health Care6.81%
Technology6.33%
Consumer Defensive5.97%
Utility3.35%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.01%
Other0.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹285 Cr3,487,781
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹208 Cr5,302,541
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹186 Cr72,372
↓ -116
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
3%₹179 Cr688,350
↑ 197,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹160 Cr7,571,575
↓ -451,875
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹157 Cr14,597,070
↑ 1,267,570
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹149 Cr290,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
2%₹147 Cr1,185,742
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
2%₹145 Cr4,314,644
↓ -71,121
RBL Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | RBLBANK
2%₹145 Cr2,110,135

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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