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Best Sundaram SIP Mutual Funds 2020
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 2020. 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
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 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
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 Below is the key information for Sundaram Diversified Equity 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Sundaram Select Focus Fund Growth ₹194.231
↓ -0.94 ₹1,056 100 4.6 8.6 17.9 14.4 7.7 15 Sundaram Financial Services Opportunities Fund Growth ₹47.7577
↑ 0.07 ₹241 100 7 12.4 29.1 14 8.5 26.4 Sundaram Large and Mid Cap Fund Growth ₹37.8445
↓ -0.15 ₹1,016 100 4.8 14.1 19.3 13.8 10.3 10.3 Sundaram Rural and Consumption Fund Growth ₹44.4917
↓ -0.02 ₹1,958 100 6.6 14.5 14.3 8.8 11 2.7 Sundaram Global Advantage Fund Growth ₹18.3545
↓ -0.01 ₹36 100 7.1 9.3 10.8 7.6 5.3 17.6 Sundaram Diversified Equity Fund Growth ₹104.707
↓ -0.72 ₹2,578 250 4.8 9 13.3 7.5 6.7 6.2 Sundaram Infrastructure Advantage Fund Growth ₹32.9565
↓ -0.24 ₹530 100 6.5 6 13.3 6.4 4.7 2.2 Sundaram Mid Cap Fund Growth ₹491.31
↓ -1.92 ₹5,901 100 11.1 14.3 12.8 5.6 8 -0.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20 1. Sundaram Select Focus Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 55 in Focused category. Return for 2019 was 15% , 2018 was 1.2% and 2017 was 35.9% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (28 Jan 20) ₹194.231 ↓ -0.94 (-0.48 %) Net Assets (Cr) ₹1,056 on 31 Dec 19 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.78 Sharpe Ratio 1.02 Information Ratio 0.27 Alpha Ratio 1.76 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 31 Dec 14 ₹10,000 31 Dec 15 ₹9,751 31 Dec 16 ₹9,812 31 Dec 17 ₹13,332 31 Dec 18 ₹13,487 31 Dec 19 ₹15,507 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month -0.2% 3 Month 4.6% 6 Month 8.6% 1 Year 17.9% 3 Year 14.4% 5 Year 7.7% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 15% 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% Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Rahul Baijal 10 Oct 16 3.23 Yr. Data below for Sundaram Select Focus Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 47.05% Energy 10.51% Industrials 8.23% Consumer Defensive 7.56% Consumer Cyclical 6.32% Basic Materials 4.34% Communication Services 4.03% Technology 3.73% Utility 2.23% Health Care 1.67% Asset Allocation
Asset Class Value Cash 4.31% Equity 95.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK10% ₹102 Cr 1,896,082
↓ -63,835 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK9% ₹99 Cr 778,385 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE9% ₹91 Cr 601,637 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT7% ₹74 Cr 566,190 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC7% ₹71 Cr 293,021 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322156% ₹65 Cr 863,592 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK5% ₹55 Cr 328,849 Treps
CBLO/Reverse Repo | -4% ₹45 Cr SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407194% ₹44 Cr 453,033 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹43 Cr 934,695
↓ -35,514 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 23 in Sectoral category. Return for 2019 was 26.4% , 2018 was -3.7% and 2017 was 33.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (28 Jan 20) ₹47.7577 ↑ 0.07 (0.14 %) Net Assets (Cr) ₹241 on 31 Dec 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.85 Sharpe Ratio 1.31 Information Ratio -2.11 Alpha Ratio 0.69 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 31 Dec 14 ₹10,000 31 Dec 15 ₹9,104 31 Dec 16 ₹10,271 31 Dec 17 ₹13,694 31 Dec 18 ₹13,192 31 Dec 19 ₹16,680 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month -2.3% 3 Month 7% 6 Month 12.4% 1 Year 29.1% 3 Year 14% 5 Year 8.5% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 26.4% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.84 Yr. Dwijendra Srivastava 30 Dec 17 1.84 Yr. Rahul Baijal 1 Apr 19 0.58 Yr. Rohit Seksaria 30 Dec 17 1.84 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 95.36% Asset Allocation
Asset Class Value Cash 4.64% Equity 95.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK22% ₹49 Cr 385,280 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK16% ₹36 Cr 700,154 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC14% ₹30 Cr 132,428 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK9% ₹20 Cr 120,794 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322157% ₹15 Cr 202,926 Share Application Money Pending Allotment
Net Current Assets | -5% ₹11 Cr 555,000
↑ 555,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN4% ₹9 Cr 276,328 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹9 Cr 22,130 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5407163% ₹6 Cr 45,268 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹6 Cr 6,711 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 10.9% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2019 was 10.3% , 2018 was 0.4% and 2017 was 36.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (28 Jan 20) ₹37.8445 ↓ -0.15 (-0.41 %) Net Assets (Cr) ₹1,016 on 31 Dec 19 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.81 Sharpe Ratio 0.53 Information Ratio 0.42 Alpha Ratio 4.1 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 31 Dec 14 ₹10,000 31 Dec 15 ₹10,346 31 Dec 16 ₹11,128 31 Dec 17 ₹15,146 31 Dec 18 ₹15,209 31 Dec 19 ₹16,777 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 2.4% 3 Month 4.8% 6 Month 14.1% 1 Year 19.3% 3 Year 13.8% 5 Year 10.3% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 10.3% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.84 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 32.42% Industrials 15.01% Consumer Cyclical 12.88% Basic Materials 9.32% Consumer Defensive 6.25% Energy 5.62% Health Care 4.88% Technology 4.37% Communication Services 3.24% Asset Allocation
Asset Class Value Cash 7.03% Equity 92.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE6% ₹58 Cr 376,962 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK6% ₹55 Cr 1,079,411
↑ 52,229 Sundaram Overnight Dir Gr
Investment Fund | -5% ₹52 Cr 497,249
↑ 113,248 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5000345% ₹46 Cr 113,371
↑ 33,565 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹36 Cr 280,206
↑ 10,772 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT4% ₹36 Cr 267,924 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5407164% ₹34 Cr 250,268 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹32 Cr 331,451
↑ 45,300 Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 5005503% ₹30 Cr 203,671 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 5323433% ₹29 Cr 612,948 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.5% since its launch. Ranked 2 in Sectoral category. Return for 2019 was 2.7% , 2018 was -7.8% and 2017 was 38.7% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (28 Jan 20) ₹44.4917 ↓ -0.02 (-0.04 %) Net Assets (Cr) ₹1,958 on 31 Dec 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.22 Sharpe Ratio 0.02 Information Ratio -0.8 Alpha Ratio -6.15 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 31 Dec 14 ₹10,000 31 Dec 15 ₹10,631 31 Dec 16 ₹12,877 31 Dec 17 ₹17,859 31 Dec 18 ₹16,463 31 Dec 19 ₹16,910 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 5.3% 3 Month 6.6% 6 Month 14.5% 1 Year 14.3% 3 Year 8.8% 5 Year 11% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 2.7% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 4 Yr. S. Bharath 25 Apr 18 1.69 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Consumer Defensive 28.36% Financial Services 21.62% Consumer Cyclical 17.49% Basic Materials 16.19% Industrials 6.9% Technology 1.79% Communication Services 1.11% Asset Allocation
Asset Class Value Cash 0.88% Equity 99.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006965% ₹106 Cr 550,000
↓ -20,000 Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008004% ₹86 Cr 2,675,000 City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB4% ₹70 Cr 3,000,000
↓ -100,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008203% ₹66 Cr 370,000
↓ -5,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹64 Cr 900,000
↓ -5,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK3% ₹62 Cr 490,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹62 Cr 645,000
↓ -5,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK3% ₹62 Cr 1,150,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹60 Cr 2,504,000 Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 5000433% ₹59 Cr 335,000
↓ -5,000 5. Sundaram Global Advantage Fund
CAGR/Annualized return of 5% since its launch. Ranked 28 in Global category. Return for 2019 was 17.6% , 2018 was -8.1% and 2017 was 19.8% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (27 Jan 20) ₹18.3545 ↓ -0.01 (-0.08 %) Net Assets (Cr) ₹36 on 31 Dec 19 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.11 Information Ratio -0.96 Alpha Ratio -4.34 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 31 Dec 14 ₹10,000 31 Dec 15 ₹8,582 31 Dec 16 ₹9,681 31 Dec 17 ₹11,595 31 Dec 18 ₹10,657 31 Dec 19 ₹12,528 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 1.2% 3 Month 7.1% 6 Month 9.3% 1 Year 10.8% 3 Year 7.6% 5 Year 5.3% 10 Year 15 Year Since launch 5% Historical performance (Yearly) on absolute basis
Year Returns 2019 17.6% 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% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure S Krishnakumar 30 Dec 17 1.92 Yr. Rohit Seksaria 30 Dec 17 1.92 Yr. Data below for Sundaram Global Advantage Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Consumer Cyclical 32.33% Technology 27% Consumer Defensive 13.77% Communication Services 12.77% Financial Services 5.58% Industrials 4.88% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹34 Cr 4,742,490
↑ 4,742,490 Treps
CBLO/Reverse Repo | -4% ₹1 Cr Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 14 in ELSS category. Return for 2019 was 6.2% , 2018 was -10.6% and 2017 was 38.4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (28 Jan 20) ₹104.707 ↓ -0.72 (-0.68 %) Net Assets (Cr) ₹2,578 on 31 Dec 19 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.26 Information Ratio -0.97 Alpha Ratio -4.8 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 14 ₹10,000 31 Dec 15 ₹10,312 31 Dec 16 ₹11,017 31 Dec 17 ₹15,252 31 Dec 18 ₹13,633 31 Dec 19 ₹14,474 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 1.6% 3 Month 4.8% 6 Month 9% 1 Year 13.3% 3 Year 7.5% 5 Year 6.7% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2019 6.2% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure S Krishnakumar 1 Apr 15 4.75 Yr. Dwijendra Srivastava 30 Dec 17 2 Yr. Rohit Seksaria 30 Dec 17 2 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Financial Services 37.56% Industrials 16.18% Consumer Defensive 8.19% Consumer Cyclical 7.86% Energy 7.53% Basic Materials 6.91% Technology 6.51% Communication Services 4.52% Health Care 1.53% Utility 1.04% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹197 Cr 3,839,029 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹171 Cr 1,099,829
↑ 124,829 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹161 Cr 1,260,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹109 Cr 472,812
↑ 66,527 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹107 Cr 1,448,372
↑ 131,957 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹105 Cr 792,788 Reverse Repo
CBLO/Reverse Repo | -3% ₹91 Cr Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5000343% ₹84 Cr 205,804
↑ 13,284 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407163% ₹77 Cr 562,791 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5407193% ₹73 Cr 763,254
↑ 200,476 7. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 8.7% since its launch. Return for 2019 was 2.2% , 2018 was -21.9% and 2017 was 55.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (28 Jan 20) ₹32.9565 ↓ -0.24 (-0.74 %) Net Assets (Cr) ₹530 on 31 Dec 19 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.57 Sharpe Ratio 0.03 Information Ratio -0.67 Alpha Ratio -11.43 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 31 Dec 14 ₹10,000 31 Dec 15 ₹10,480 31 Dec 16 ₹10,425 31 Dec 17 ₹16,213 31 Dec 18 ₹12,664 31 Dec 19 ₹12,940 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 5.4% 3 Month 6.5% 6 Month 6% 1 Year 13.3% 3 Year 6.4% 5 Year 4.7% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 2.2% 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% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure S Krishnakumar 1 Jan 16 3.83 Yr. Dwijendra Srivastava 30 Dec 17 1.84 Yr. S. Bharath 1 Apr 19 0.58 Yr. Rohit Seksaria 30 Dec 17 1.84 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Industrials 57.06% Basic Materials 15.85% Financial Services 12% Energy 5.2% Real Estate 3.34% Consumer Cyclical 2.14% Communication Services 1.96% Technology 1.51% Asset Allocation
Asset Class Value Cash 0.94% Equity 99.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK7% ₹36 Cr 700,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹32 Cr 395,000
↓ -2,683 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT5% ₹29 Cr 220,920 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221135% ₹29 Cr 340,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹26 Cr 169,000
↑ 20,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060764% ₹23 Cr 410,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹22 Cr 8,000 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹21 Cr 397,537 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 09 | 5222873% ₹18 Cr 400,000 Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX3% ₹17 Cr 165,481 8. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.9% since its launch. Ranked 13 in Mid Cap category. Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Jan 20) ₹491.31 ↓ -1.92 (-0.39 %) Net Assets (Cr) ₹5,901 on 31 Dec 19 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.16 Information Ratio -0.57 Alpha Ratio 1.33 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 31 Dec 14 ₹10,000 31 Dec 15 ₹11,115 31 Dec 16 ₹12,374 31 Dec 17 ₹17,420 31 Dec 18 ₹14,736 31 Dec 19 ₹14,692 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20 Duration Returns 1 Month 6.8% 3 Month 11.1% 6 Month 14.3% 1 Year 12.8% 3 Year 5.6% 5 Year 8% 10 Year 15 Year Since launch 24.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 -0.3% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S Krishnakumar 1 Nov 12 7 Yr. Data below for Sundaram Mid Cap Fund as on 31 Dec 19
Equity Sector Allocation
Sector Value Industrials 23.17% Financial Services 19.49% Consumer Cyclical 16.09% Basic Materials 11.81% Consumer Defensive 9.18% Health Care 8.27% Technology 5.37% Utility 3.63% Communication Services 2.2% Asset Allocation
Asset Class Value Cash 0.77% Equity 99.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM5% ₹267 Cr 3,329,880 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002514% ₹240 Cr 4,607,610
↓ -29,601 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171743% ₹191 Cr 68,623 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹171 Cr 797,725 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹170 Cr 1,180,742
↓ -5,000 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 5325143% ₹164 Cr 3,959,536
↓ -190,464 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹152 Cr 2,103,148
↓ -100,000 Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL3% ₹151 Cr 6,700,000
↓ -65,688 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹146 Cr 16,376,618 Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER2% ₹143 Cr 329,189
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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