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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 December 4, 2019 , 3020 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 Select Focus Fund Growth ₹190.545
↓ -1.30
₹1,046 250 9.23.51616.48.31.2
Sundaram Financial Services Opportunities Fund Growth ₹47.035
↓ -0.40
₹204 250 15.57.92715.710.2-3.7
Sundaram Large and Mid Cap Fund Growth ₹36.419
↓ -0.34
₹871 250 12.14.113.614.810.50.4
Sundaram Rural and Consumption Fund Growth ₹42.1031
↓ -0.31
₹2,155 250 9.31.17.79.410.8-7.8
Sundaram Diversified Equity Fund Growth ₹100.921
↓ -0.88
₹2,632 250 8.5-2.58.18.87.1-10.6
Sundaram Global Advantage Fund Growth ₹17.7254
↑ 0.00
₹22 250 5.31010.78.24.2-8.1
Sundaram Infrastructure Advantage Fund Growth ₹31.1401
↓ -0.35
₹556 250 7.4-7.86.17.14.8-21.9
Sundaram Mid Cap Fund Growth ₹452.027
↓ -4.25
₹5,883 250 7.8-3.93.25.27.6-15.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Dec 19

1. 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 18.5% 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 (06 Dec 19) ₹190.545 ↓ -1.30   (-0.68 %)
Net Assets (Cr) ₹1,046 on 31 Oct 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 1.11
Information Ratio 0.23
Alpha Ratio 1.3
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 Nov 14₹10,000
30 Nov 15₹9,464
30 Nov 16₹9,554
30 Nov 17₹12,546
30 Nov 18₹13,125
30 Nov 19₹14,981

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 ₹376,357.
Net Profit of ₹76,357
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 6 Dec 19

DurationReturns
1 Month 0.3%
3 Month 9.2%
6 Month 3.5%
1 Year 16%
3 Year 16.4%
5 Year 8.3%
10 Year
15 Year
Since launch 18.5%
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 163.06 Yr.

Data below for Sundaram Select Focus Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services44.21%
Industrials10.27%
Consumer Defensive10.27%
Energy9.93%
Consumer Cyclical6.97%
Technology3.53%
Communication Services3.47%
Basic Materials3.36%
Utility2.11%
Health Care1.62%
Asset Allocation
Asset ClassValue
Cash4.25%
Equity95.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹96 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹93 Cr635,302
↓ -25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹91 Cr1,959,917
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
8%₹83 Cr566,190
↑ 21,170
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹64 Cr863,592
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹62 Cr293,021
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹54 Cr250,044
↑ 23,009
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹52 Cr328,849
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹37 Cr538,481
↑ 25,859
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹36 Cr970,209
↑ 132,014

2. 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 14.4% 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 (06 Dec 19) ₹47.035 ↓ -0.40   (-0.85 %)
Net Assets (Cr) ₹204 on 31 Oct 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.85
Sharpe Ratio 1.31
Information Ratio -1.95
Alpha Ratio 0.47
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 Nov 14₹10,000
30 Nov 15₹9,533
30 Nov 16₹10,749
30 Nov 17₹13,772
30 Nov 18₹13,229
30 Nov 19₹16,629

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 6 Dec 19

DurationReturns
1 Month 2.4%
3 Month 15.5%
6 Month 7.9%
1 Year 27%
3 Year 15.7%
5 Year 10.2%
10 Year
15 Year
Since launch 14.4%
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 171.84 Yr.
Dwijendra Srivastava30 Dec 171.84 Yr.
Rahul Baijal1 Apr 190.58 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services95.3%
Asset Allocation
Asset ClassValue
Cash4.7%
Equity95.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
23%₹47 Cr385,280
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
16%₹32 Cr700,154
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
14%₹28 Cr132,428
↑ 16,084
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
9%₹19 Cr120,794
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹15 Cr202,926
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹9 Cr22,130
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
4%₹9 Cr276,328
↓ -111,804
Sundaram Overnight Dir Gr
Investment Fund | -
4%₹8 Cr76,800
↑ 76,800
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
3%₹6 Cr45,268
↑ 4,787
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹5 Cr6,711

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 (06 Dec 19) ₹36.419 ↓ -0.34   (-0.92 %)
Net Assets (Cr) ₹871 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.93
Information Ratio 0.94
Alpha Ratio 7.13
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 Nov 14₹10,000
30 Nov 15₹10,506
30 Nov 16₹11,193
30 Nov 17₹14,742
30 Nov 18₹15,165
30 Nov 19₹16,995

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 ₹395,578.
Net Profit of ₹95,578
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 6 Dec 19

DurationReturns
1 Month -0.4%
3 Month 12.1%
6 Month 4.1%
1 Year 13.6%
3 Year 14.8%
5 Year 10.5%
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 171.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services29.52%
Industrials15.79%
Consumer Cyclical14.14%
Basic Materials13.54%
Consumer Defensive7.23%
Energy6.33%
Health Care4.82%
Technology4.35%
Communication Services0.06%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹55 Cr376,962
↑ 159,468
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹48 Cr1,027,182
↑ 322,683
Sundaram Overnight Dir Gr
Investment Fund | -
5%₹40 Cr384,001
↑ 384,001
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
5%₹39 Cr267,924
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
4%₹34 Cr643,777
↓ -19,997
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
4%₹34 Cr203,671
↓ -10,295
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
4%₹34 Cr250,268
↑ 49,660
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹33 Cr269,434
↑ 32,506
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹32 Cr79,806
↓ -4,128
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹30 Cr612,948

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 11.2% 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 (06 Dec 19) ₹42.1031 ↓ -0.31   (-0.73 %)
Net Assets (Cr) ₹2,155 on 31 Oct 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.57
Information Ratio -0.75
Alpha Ratio -1.28
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 Nov 14₹10,000
30 Nov 15₹10,676
30 Nov 16₹13,105
30 Nov 17₹17,325
30 Nov 18₹16,126
30 Nov 19₹17,052

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 ₹395,578.
Net Profit of ₹95,578
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 6 Dec 19

DurationReturns
1 Month -0.7%
3 Month 9.3%
6 Month 1.1%
1 Year 7.7%
3 Year 9.4%
5 Year 10.8%
10 Year
15 Year
Since launch 11.2%
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 163.83 Yr.
S. Bharath25 Apr 181.52 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Consumer Defensive27.29%
Basic Materials21.24%
Financial Services20.26%
Consumer Cyclical18.96%
Industrials7.06%
Technology1.55%
Communication Services0.95%
Asset Allocation
Asset ClassValue
Cash2.65%
Equity97.33%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹125 Cr575,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
4%₹76 Cr2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
3%₹73 Cr1,200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹69 Cr380,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹66 Cr3,100,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹64 Cr650,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹62 Cr2,504,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 500043
3%₹61 Cr340,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
3%₹58 Cr2,250,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹57 Cr913,529

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 16.2% 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 (06 Dec 19) ₹100.921 ↓ -0.88   (-0.87 %)
Net Assets (Cr) ₹2,632 on 31 Oct 19
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.48
Information Ratio -1.02
Alpha Ratio -4.54
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,354
30 Nov 16₹11,207
30 Nov 17₹14,611
30 Nov 18₹13,432
30 Nov 19₹14,407

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 ₹367,070.
Net Profit of ₹67,070
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 6 Dec 19

DurationReturns
1 Month -1.4%
3 Month 8.5%
6 Month -2.5%
1 Year 8.1%
3 Year 8.8%
5 Year 7.1%
10 Year
15 Year
Since launch 16.2%
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 154.59 Yr.
Dwijendra Srivastava30 Dec 171.84 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services33.18%
Industrials16.31%
Consumer Cyclical10.28%
Consumer Defensive8.11%
Basic Materials7.27%
Technology7.16%
Energy6.45%
Communication Services2.74%
Health Care1.6%
Asset Allocation
Asset ClassValue
Cash6.9%
Equity93.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹178 Cr3,839,029
↓ -589,576
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹155 Cr1,260,000
↓ -216,444
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹143 Cr975,000
↓ -551
Cash And Other Net Current Assets
Net Current Assets | -
5%₹141 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹117 Cr792,788
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹97 Cr1,316,415
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
3%₹87 Cr406,285
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 500034
3%₹78 Cr192,520
↓ -64,112
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
3%₹76 Cr562,791
Siemens Ltd (Industrials)
Equity, Since 31 Mar 17 | 500550
3%₹74 Cr444,762

6. 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 4.8% 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 (05 Dec 19) ₹17.7254 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹22 on 31 Oct 19
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.41
Sharpe Ratio 0.28
Information Ratio -0.84
Alpha Ratio -0.27
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 Nov 14₹10,000
30 Nov 15₹8,716
30 Nov 16₹9,553
30 Nov 17₹11,128
30 Nov 18₹10,716
30 Nov 19₹12,047

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 ₹340,450.
Net Profit of ₹40,450
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 6 Dec 19

DurationReturns
1 Month 1%
3 Month 5.3%
6 Month 10%
1 Year 10.7%
3 Year 8.2%
5 Year 4.2%
10 Year
15 Year
Since launch 4.8%
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 171.84 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services21.47%
Technology14.96%
Consumer Cyclical10.34%
Communication Services8.03%
Consumer Defensive6.04%
Energy4.76%
Basic Materials3.79%
Industrials3.49%
Health Care2.03%
Utility1.89%
Real Estate1.61%
Asset Allocation
Asset ClassValue
Cash21.32%
Equity78.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fidelity Asia Focus A-Dis-USD
Investment Fund | -
30%₹6 Cr94,335
Xtrackers MSCI EM Asia Swap ETF 1C
- | XMAI
26%₹6 Cr15,880
Treps
CBLO/Reverse Repo | -
20%₹4 Cr
Templeton Asian Growth A(Ydis)USD
Investment Fund | -
15%₹3 Cr14,619
Xtrackers MSCI EM LA Swap ETF 1C
- | XMLA
9%₹2 Cr5,884
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr
MS INVF Global Property I
Investment Fund | -
₹0 Cr00
↓ -9,091

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 8.3% 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 (06 Dec 19) ₹31.1401 ↓ -0.35   (-1.10 %)
Net Assets (Cr) ₹556 on 31 Oct 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio 0.47
Information Ratio -0.6
Alpha Ratio -6.57
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 Nov 14₹10,000
30 Nov 15₹10,286
30 Nov 16₹10,444
30 Nov 17₹15,244
30 Nov 18₹12,253
30 Nov 19₹12,913

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 ₹340,450.
Net Profit of ₹40,450
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 6 Dec 19

DurationReturns
1 Month -1.9%
3 Month 7.4%
6 Month -7.8%
1 Year 6.1%
3 Year 7.1%
5 Year 4.8%
10 Year
15 Year
Since launch 8.3%
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 163.83 Yr.
Dwijendra Srivastava30 Dec 171.84 Yr.
S. Bharath1 Apr 190.58 Yr.
Rohit Seksaria30 Dec 171.84 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Industrials58.31%
Basic Materials15.41%
Financial Services10.63%
Energy4.3%
Real Estate3%
Communication Services1.53%
Technology1.37%
Consumer Cyclical1.21%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
6%₹33 Cr220,920
↑ 14,177
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹32 Cr700,000
↓ -10,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹31 Cr397,683
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
5%₹30 Cr340,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
4%₹25 Cr410,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹22 Cr8,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 500165
4%₹22 Cr397,537
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹22 Cr149,000
↑ 9,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹19 Cr165,481
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
3%₹18 Cr150,000
↓ -10,000

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 24.6% 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 (06 Dec 19) ₹452.027 ↓ -4.25   (-0.93 %)
Net Assets (Cr) ₹5,883 on 31 Oct 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio 0.11
Information Ratio -0.49
Alpha Ratio 1.19
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 Nov 14₹10,000
30 Nov 15₹11,370
30 Nov 16₹12,930
30 Nov 17₹17,179
30 Nov 18₹14,701
30 Nov 19₹15,024

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 ₹367,070.
Net Profit of ₹67,070
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 6 Dec 19

DurationReturns
1 Month -0.1%
3 Month 7.8%
6 Month -3.9%
1 Year 3.2%
3 Year 5.2%
5 Year 7.6%
10 Year
15 Year
Since launch 24.6%
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 127 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Industrials23.69%
Financial Services18.29%
Consumer Cyclical16.54%
Basic Materials11.73%
Consumer Defensive8.87%
Health Care8.35%
Technology5.55%
Utility3.64%
Communication Services1.72%
Asset Allocation
Asset ClassValue
Cash1%
Equity99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹261 Cr3,329,880
↓ -157,901
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹251 Cr4,637,211
↓ -5,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹193 Cr68,623
↓ -3,087
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹176 Cr1,185,742
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹175 Cr797,725
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹162 Cr4,150,000
↓ -5,000
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹144 Cr688,350
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
2%₹144 Cr6,765,688
↓ -377,519
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹142 Cr329,189
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 500800
2%₹138 Cr4,344,398

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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