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8 Best Sundaram SIP Mutual Funds 2021 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2021

Updated on July 25, 2021 , 10943 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 2021. 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 (%)2020 (%)
Sundaram Small Cap Fund Growth ₹135.004
↓ -0.73
₹1,461 100 21.943.2102.714.712.126.2
Sundaram Large and Mid Cap Fund Growth ₹49.4988
↓ -0.30
₹1,596 100 14.224.65513.415.47.6
Sundaram Infrastructure Advantage Fund Growth ₹45.5412
↓ -0.54
₹587 100 14.131.669.112.111.610.4
Sundaram Financial Services Opportunities Fund Growth ₹56.2636
↓ -0.11
₹373 100 7.815.554.211.812.72.7
Sundaram Select Focus Fund Growth ₹247.46
↓ -0.91
₹1,283 100 914.340.111.813.911.9
Sundaram Mid Cap Fund Growth ₹657.354
↓ -4.73
₹6,564 100 14.925.667.310.211.311.8
Sundaram Diversified Equity Fund Growth ₹133.93
↓ -0.93
₹2,335 250 10.718.849.79.110.59.9
Sundaram Rural and Consumption Fund Growth ₹54.4673
↓ -0.31
₹1,316 100 12.214.340.48.410.913.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jul 21
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. 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 7% since its launch.  Ranked 28 in Global category.  Return for 2020 was 21.4% , 2019 was 17.6% and 2018 was -8.1% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (26 Jul 21) ₹25.7577 ↑ 0.12   (0.47 %)
Net Assets (Cr) ₹76 on 30 Jun 21
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.16
Sharpe Ratio 1.91
Information Ratio -0.48
Alpha Ratio 2.5
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,283
30 Jun 18₹12,523
30 Jun 19₹12,450
30 Jun 20₹13,818
30 Jun 21₹18,751

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 ₹426,080.
Net Profit of ₹126,080
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 26 Jul 21

DurationReturns
1 Month 2.2%
3 Month 5.5%
6 Month 18.6%
1 Year 35.2%
3 Year 14.8%
5 Year 13.1%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.4%
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%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 200.94 Yr.
Rohit Seksaria30 Dec 173.5 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Consumer Cyclical30.57%
Technology25.73%
Communication Services13.83%
Consumer Defensive10.14%
Financial Services5.36%
Industrials5.14%
Asset Allocation
Asset ClassValue
Cash9.25%
Equity90.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
96%₹73 Cr7,513,630
↑ 317,036
Reverse Repo
CBLO/Reverse Repo | -
3%₹2 Cr
Treps
CBLO/Reverse Repo | -
2%₹1 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 19 in Small Cap category.  Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (27 Jul 21) ₹135.004 ↓ -0.73   (-0.54 %)
Net Assets (Cr) ₹1,461 on 30 Jun 21
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.42
Sharpe Ratio 5.05
Information Ratio 0.16
Alpha Ratio 8.76
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,140
30 Jun 18₹12,200
30 Jun 19₹11,120
30 Jun 20₹8,779
30 Jun 21₹17,654

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 21

DurationReturns
1 Month 6.5%
3 Month 21.9%
6 Month 43.2%
1 Year 102.7%
3 Year 14.7%
5 Year 12.1%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ratish Varier23 Jul 200.94 Yr.
Rohit Seksaria24 Feb 210.35 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials18.37%
Technology14.71%
Financial Services14.65%
Consumer Cyclical13.1%
Health Care13.09%
Basic Materials11.88%
Consumer Defensive4%
Communication Services2.72%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash6.02%
Equity93.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Mar 19 | 540222
3%₹49 Cr715,605
↓ -216,310
Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 20 | PERSISTENT
3%₹48 Cr164,621
↓ -16,138
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
3%₹47 Cr125,305
↓ -2,026
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
3%₹47 Cr462,714
↑ 7,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹44 Cr286,930
↑ 20,677
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹42 Cr603,873
↑ 36,126
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
3%₹41 Cr475,853
↑ 5,413
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹37 Cr707,375
↑ 119,698
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | 540699
2%₹35 Cr78,556
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 19 | 542867
2%₹34 Cr975,142

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 11.7% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2020 was 7.6% , 2019 was 10.3% and 2018 was 0.4% .

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 (27 Jul 21) ₹49.4988 ↓ -0.30   (-0.60 %)
Net Assets (Cr) ₹1,596 on 30 Jun 21
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 2.98
Information Ratio -0.6
Alpha Ratio -5.42
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,556
30 Jun 18₹14,168
30 Jun 19₹15,197
30 Jun 20₹13,102
30 Jun 21₹20,557

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 ₹447,579.
Net Profit of ₹147,579
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 26 Jul 21

DurationReturns
1 Month 4.6%
3 Month 14.2%
6 Month 24.6%
1 Year 55%
3 Year 13.4%
5 Year 15.4%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 7.6%
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%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.35 Yr.
Rahul Baijal24 Feb 210.35 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services28.13%
Technology15.17%
Industrials12.43%
Health Care10.63%
Basic Materials9.27%
Consumer Cyclical8.93%
Energy5.36%
Consumer Defensive4.56%
Utility2.13%
Real Estate1.61%
Communication Services1.47%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity99.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹98 Cr621,607
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹67 Cr447,548
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹67 Cr1,055,895
↑ 36,723
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹61 Cr1,464,373
↓ -75,278
MindTree Ltd (Technology)
Equity, Since 31 Dec 20 | 532819
4%₹58 Cr223,002
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹57 Cr380,598
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
3%₹52 Cr179,565
↑ 11,873
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹49 Cr659,600
↑ 41,909
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹48 Cr227,576
↓ -89,909
Astral Ltd (Industrials)
Equity, Since 30 Nov 20 | ASTRAL
3%₹41 Cr207,750
↑ 32,919

4. 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 10.1% since its launch.  Return for 2020 was 10.4% , 2019 was 2.2% and 2018 was -21.9% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (27 Jul 21) ₹45.5412 ↓ -0.54   (-1.17 %)
Net Assets (Cr) ₹587 on 30 Jun 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio 2.81
Information Ratio -0.26
Alpha Ratio 9.28
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,488
30 Jun 18₹12,452
30 Jun 19₹13,304
30 Jun 20₹10,347
30 Jun 21₹17,510

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 ₹405,518.
Net Profit of ₹105,518
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 26 Jul 21

DurationReturns
1 Month 3.1%
3 Month 14.1%
6 Month 31.6%
1 Year 69.1%
3 Year 12.1%
5 Year 11.6%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.4%
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%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
S. Bharath1 Apr 192.25 Yr.
Ratish Varier23 Jul 200.94 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials41.8%
Basic Materials17.31%
Energy11.7%
Financial Services7.65%
Communication Services5.14%
Utility4.84%
Technology4.78%
Real Estate3.6%
Consumer Cyclical2.24%
Asset Allocation
Asset ClassValue
Cash0.93%
Equity99.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 09 | LT
8%₹48 Cr321,736
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 18 | RELIANCE
7%₹44 Cr206,442
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹37 Cr362,486
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹31 Cr498,729
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
5%₹30 Cr574,661
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
5%₹29 Cr232,062
Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | 542652
4%₹23 Cr118,332
JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT
3%₹20 Cr70,820
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
3%₹20 Cr4,685
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹19 Cr28,500

5. 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 14.1% since its launch.  Ranked 23 in Sectoral category.  Return for 2020 was 2.7% , 2019 was 26.4% and 2018 was -3.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (27 Jul 21) ₹56.2636 ↓ -0.11   (-0.20 %)
Net Assets (Cr) ₹373 on 30 Jun 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio 1.7
Information Ratio -0.6
Alpha Ratio 2.39
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,808
30 Jun 18₹13,363
30 Jun 19₹15,326
30 Jun 20₹12,086
30 Jun 21₹19,210

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 26 Jul 21

DurationReturns
1 Month -0.3%
3 Month 7.8%
6 Month 15.5%
1 Year 54.2%
3 Year 11.8%
5 Year 12.7%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 2.7%
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%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Ratish Varier23 Jul 200.94 Yr.
Rahul Baijal1 Apr 192.25 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services95.46%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
20%₹76 Cr506,324
↑ 25,065
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹56 Cr886,497
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
11%₹40 Cr161,518
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹35 Cr466,660
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
9%₹33 Cr782,092
↑ 43,055
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 542867
5%₹18 Cr517,173
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹12 Cr9,946
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹11 Cr108,562
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹11 Cr62,105
Home First Finance Co India Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 21 | 543259
2%₹9 Cr163,989

6. 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 18.4% since its launch.  Ranked 55 in Focused category.  Return for 2020 was 11.9% , 2019 was 15% and 2018 was 1.2% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (27 Jul 21) ₹247.46 ↓ -0.91   (-0.37 %)
Net Assets (Cr) ₹1,283 on 30 Jun 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 2.66
Information Ratio -0.49
Alpha Ratio -0.77
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹11,998
30 Jun 18₹13,654
30 Jun 19₹14,958
30 Jun 20₹13,527
30 Jun 21₹19,804

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 21

DurationReturns
1 Month 0.4%
3 Month 9%
6 Month 14.3%
1 Year 40.1%
3 Year 11.8%
5 Year 13.9%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.9%
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%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
S. Bharath24 Feb 210.35 Yr.
Rahul Baijal10 Oct 164.72 Yr.

Data below for Sundaram Select Focus Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services37.81%
Technology19.53%
Energy8.84%
Consumer Defensive7.24%
Basic Materials5.91%
Industrials5.52%
Health Care3.55%
Consumer Cyclical3.46%
Utility2.51%
Communication Services2.41%
Real Estate0.49%
Asset Allocation
Asset ClassValue
Cash2.73%
Equity97.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
10%₹127 Cr801,637
↓ -53,333
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹120 Cr1,900,078
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹117 Cr780,385
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 19 | LT
6%₹71 Cr471,874
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
5%₹70 Cr209,248
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹68 Cr1,616,281
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹67 Cr901,060
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹62 Cr292,210
↓ -106,880
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹58 Cr233,917
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | HCLTECH
4%₹54 Cr548,166
↓ -32,691

7. 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 24.7% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (27 Jul 21) ₹657.354 ↓ -4.73   (-0.71 %)
Net Assets (Cr) ₹6,564 on 30 Jun 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.1
Information Ratio -0.9
Alpha Ratio -8.7
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.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,662
30 Jun 18₹13,186
30 Jun 19₹12,565
30 Jun 20₹10,483
30 Jun 21₹17,196

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 26 Jul 21

DurationReturns
1 Month 4.6%
3 Month 14.9%
6 Month 25.6%
1 Year 67.3%
3 Year 10.2%
5 Year 11.3%
10 Year
15 Year
Since launch 24.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
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%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.35 Yr.
Ratish Varier24 Feb 210.35 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services22.65%
Industrials18%
Consumer Cyclical17.36%
Basic Materials15.08%
Health Care9.39%
Technology8.45%
Consumer Defensive4.72%
Utility2.22%
Real Estate0.76%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity98.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹215 Cr2,027,701
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹202 Cr1,965,812
↓ -168,699
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹193 Cr2,145,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
3%₹192 Cr736,918
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹189 Cr1,518,056
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹187 Cr515,779
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹180 Cr480,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹165 Cr3,220,000
Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524816
3%₹164 Cr1,454,822
↓ -87,779
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹144 Cr1,386,152

8. 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 2020 was 9.9% , 2019 was 6.2% and 2018 was -10.6% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (27 Jul 21) ₹133.93 ↓ -0.93   (-0.69 %)
Net Assets (Cr) ₹2,335 on 30 Jun 21
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.94
Information Ratio -1.23
Alpha Ratio -0.91
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,431
30 Jun 18₹12,960
30 Jun 19₹13,227
30 Jun 20₹10,857
30 Jun 21₹16,983

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 26 Jul 21

DurationReturns
1 Month 1.4%
3 Month 10.7%
6 Month 18.8%
1 Year 49.7%
3 Year 9.1%
5 Year 10.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 9.9%
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%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
S. Bharath23 Jul 200.94 Yr.
Rohit Seksaria24 Feb 210.35 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services32.02%
Technology13.46%
Industrials10.66%
Consumer Cyclical8.91%
Energy8.63%
Basic Materials8.6%
Consumer Defensive8.45%
Health Care6.2%
Communication Services1.91%
Utility0.64%
Asset Allocation
Asset ClassValue
Cash0.51%
Equity99.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹172 Cr1,150,000
↓ -15,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
7%₹169 Cr1,072,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹163 Cr770,000
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹158 Cr2,500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
5%₹110 Cr445,000
↓ -15,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹105 Cr1,400,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹73 Cr740,000
↓ -20,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹72 Cr215,000
↓ -15,000
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 506076
3%₹70 Cr560,000
↓ -5,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹69 Cr1,650,000
↓ -5,000

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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