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Best Sundaram SIP Mutual Funds 2023
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 2023. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
(Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 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 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 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 (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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sundaram Small Cap Fund Growth ₹148.452
↑ 0.76 ₹2,021 100 -1.7 4.1 0.5 21.8 6.9 -2.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Infrastructure Advantage Fund Growth ₹52.5176
↑ 0.20 ₹615 100 -3.2 4 2.5 16.6 7.3 2.1 Sundaram Mid Cap Fund Growth ₹735.422
↑ 5.07 ₹7,320 100 -3.2 1.3 5.4 13.6 7.4 4.8 Sundaram Diversified Equity Fund Growth ₹153.736
↑ 0.91 ₹1,713 250 -2.6 2.5 4.5 13.3 8.1 4 Sundaram Large and Mid Cap Fund Growth ₹54.274
↑ 0.33 ₹5,135 100 -4.2 0 -0.9 12.4 10.8 -1.3 Sundaram Rural and Consumption Fund Growth ₹61.4813
↑ 0.27 ₹1,179 100 -4.9 -0.6 8.2 10.8 7.7 9.3 Sundaram Financial Services Opportunities Fund Growth ₹65.0159
↑ 0.38 ₹619 100 -0.2 8.1 9.5 10.4 10.3 16.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Feb 23 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Small Cap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 19 in Small Cap category. Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (08 Feb 23) ₹148.452 ↑ 0.76 (0.51 %) Net Assets (Cr) ₹2,021 on 31 Dec 22 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio -0.34 Information Ratio -0.1 Alpha Ratio -1.08 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 Jan 18 ₹10,000 31 Jan 19 ₹6,985 31 Jan 20 ₹7,484 31 Jan 21 ₹8,619 31 Jan 22 ₹13,783 31 Jan 23 ₹13,647 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -0.4% 3 Month -1.7% 6 Month 4.1% 1 Year 0.5% 3 Year 21.8% 5 Year 6.9% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% 2013 -5% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1 Yr. Rohit Seksaria 1 Nov 22 0.17 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 24.32% Consumer Cyclical 21.05% Industrials 20.34% Technology 9.33% Health Care 6.2% Basic Materials 5.7% Consumer Defensive 3.26% Communication Services 1.99% Real Estate 1.61% Asset Allocation
Asset Class Value Cash 5.97% Equity 94.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹70 Cr 362,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH3% ₹69 Cr 985,189
↓ -28,504 Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 5055333% ₹65 Cr 824,354 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹58 Cr 1,087,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004772% ₹49 Cr 3,440,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN2% ₹49 Cr 803,001
↑ 185,001 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹48 Cr 475,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI2% ₹48 Cr 327,000 RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Mar 21 | RHIM2% ₹43 Cr 511,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK2% ₹41 Cr 464,000 2. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹9,829 31 Jan 20 ₹11,374 31 Jan 21 ₹12,516 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 10% since its launch. Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (08 Feb 23) ₹52.5176 ↑ 0.20 (0.39 %) Net Assets (Cr) ₹615 on 31 Dec 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.56 Sharpe Ratio -0.08 Information Ratio -0.02 Alpha Ratio -5.06 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 Jan 18 ₹10,000 31 Jan 19 ₹7,809 31 Jan 20 ₹8,593 31 Jan 21 ₹9,054 31 Jan 22 ₹13,746 31 Jan 23 ₹13,753 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -1.2% 3 Month -3.2% 6 Month 4% 1 Year 2.5% 3 Year 16.6% 5 Year 7.3% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2022 2.1% 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% 2013 -15.8% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 2.44 Yr. Ashish Aggarwal 1 Jan 22 1 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 45.96% Basic Materials 11.89% Financial Services 10.34% Energy 7.92% Utility 7.21% Communication Services 6.58% Consumer Cyclical 4.45% Real Estate 2.83% Asset Allocation
Asset Class Value Cash 2.66% Equity 97.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT10% ₹59 Cr 282,000
↓ -11,190 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹40 Cr 501,481 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹39 Cr 440,000
↓ -41,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹38 Cr 150,246 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹30 Cr 42,511 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC4% ₹23 Cr 1,380,000
↑ 24,650 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN3% ₹20 Cr 320,000
↑ 72,773 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB3% ₹19 Cr 96,000
↓ -1,015 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA3% ₹16 Cr 39,200
↓ -1,377 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL3% ₹16 Cr 87,105 4. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.3% since its launch. Ranked 13 in Mid Cap category. Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (08 Feb 23) ₹735.422 ↑ 5.07 (0.69 %) Net Assets (Cr) ₹7,320 on 31 Dec 22 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.07 Information Ratio -1.38 Alpha Ratio 0.66 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 Jan 18 ₹10,000 31 Jan 19 ₹8,376 31 Jan 20 ₹9,232 31 Jan 21 ₹9,838 31 Jan 22 ₹13,310 31 Jan 23 ₹13,735 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -0.3% 3 Month -3.2% 6 Month 1.3% 1 Year 5.4% 3 Year 13.6% 5 Year 7.4% 10 Year 15 Year Since launch 23.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% 2013 4.6% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 1.85 Yr. Ratish Varier 24 Feb 21 1.85 Yr. Data below for Sundaram Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 24.3% Consumer Cyclical 23.13% Industrials 13.78% Basic Materials 11.9% Health Care 8% Consumer Defensive 5.8% Technology 4.28% Utility 2.4% Communication Services 1.49% Real Estate 1.44% Energy 0.31% Asset Allocation
Asset Class Value Cash 3.14% Equity 96.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹272 Cr 19,588,756
↑ 150,000 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER3% ₹249 Cr 907,924
↑ 406 Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | BANKBARODA3% ₹219 Cr 11,805,426
↓ -476,261 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK3% ₹209 Cr 2,241,363
↓ -210,365 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN3% ₹204 Cr 1,478,462
↓ -20,951 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹189 Cr 1,428,889
↓ -395,934 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT2% ₹177 Cr 1,309,472
↓ -51,642 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON2% ₹173 Cr 5,140,621 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹169 Cr 16,901,432 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | AUBANK2% ₹169 Cr 2,577,077 5. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 14 in ELSS category. Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (08 Feb 23) ₹153.736 ↑ 0.91 (0.60 %) Net Assets (Cr) ₹1,713 on 31 Dec 22 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.01 Information Ratio -0.73 Alpha Ratio -0.34 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jan 18 ₹10,000 31 Jan 19 ₹8,800 31 Jan 20 ₹9,668 31 Jan 21 ₹10,332 31 Jan 22 ₹13,759 31 Jan 23 ₹14,140 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month 0.4% 3 Month -2.6% 6 Month 2.5% 1 Year 4.5% 3 Year 13.3% 5 Year 8.1% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% 2013 1.4% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 1 Yr. Rohit Seksaria 24 Feb 21 1.85 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 41.42% Industrials 14.77% Technology 11.2% Consumer Cyclical 10.59% Consumer Defensive 5.57% Energy 5.08% Basic Materials 4.21% Health Care 3.38% Communication Services 1.83% Real Estate 1.13% Asset Allocation
Asset Class Value Cash 0.64% Equity 99.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹136 Cr 1,525,000
↓ -174,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹116 Cr 714,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹87 Cr 341,595 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹86 Cr 570,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN5% ₹85 Cr 1,390,000
↓ -60,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹72 Cr 272,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK4% ₹69 Cr 739,000
↓ -95,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004773% ₹59 Cr 4,089,762 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹54 Cr 165,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB3% ₹49 Cr 191,000
↓ -18,000 6. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2022 was -1.3% , 2021 was 42.1% and 2020 was 7.6% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (08 Feb 23) ₹54.274 ↑ 0.33 (0.62 %) Net Assets (Cr) ₹5,135 on 31 Dec 22 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio -0.31 Information Ratio -1.03 Alpha Ratio -5.78 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 Jan 18 ₹10,000 31 Jan 19 ₹9,686 31 Jan 20 ₹11,114 31 Jan 21 ₹11,703 31 Jan 22 ₹16,406 31 Jan 23 ₹16,035 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -1.2% 3 Month -4.2% 6 Month 0% 1 Year -0.9% 3 Year 12.4% 5 Year 10.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% 2014 48.9% 2013 -3% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1 Yr. Ashish Aggarwal 1 Jan 22 1 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 29.46% Consumer Cyclical 16.51% Industrials 14.12% Technology 8.39% Basic Materials 7.43% Consumer Defensive 5.72% Energy 4.32% Health Care 3.43% Utility 1.86% Communication Services 1.57% Real Estate 1.35% Asset Allocation
Asset Class Value Cash 5.66% Equity 94.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK6% ₹303 Cr 3,400,000
↓ -1,095,006 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹227 Cr 1,392,929
↑ 69,077 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹222 Cr 870,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹193 Cr 1,279,690 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹158 Cr 2,580,000
↑ 388,673 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹130 Cr 625,000
↓ -62,821 Canara Bank (Financial Services)
Equity, Since 31 Dec 21 | CANBK3% ₹129 Cr 3,875,118 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK2% ₹128 Cr 1,371,950 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC2% ₹101 Cr 384,006 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL2% ₹99 Cr 750,000
↓ -321,770 7. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.5% since its launch. Ranked 2 in Sectoral category. Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (08 Feb 23) ₹61.4813 ↑ 0.27 (0.45 %) Net Assets (Cr) ₹1,179 on 31 Dec 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 0.33 Information Ratio -0.28 Alpha Ratio 0.98 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 Jan 18 ₹10,000 31 Jan 19 ₹9,038 31 Jan 20 ₹10,159 31 Jan 21 ₹10,733 31 Jan 22 ₹13,090 31 Jan 23 ₹13,923 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -1% 3 Month -4.9% 6 Month -0.6% 1 Year 8.2% 3 Year 10.8% 5 Year 7.7% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% 2013 -0.6% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 1 Yr. Ashish Aggarwal 1 Jan 22 1 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Consumer Cyclical 38.63% Consumer Defensive 31.91% Communication Services 9.22% Financial Services 2.44% Health Care 2.32% Basic Materials 2.08% Industrials 1.84% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 9.75% Equity 90.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR10% ₹116 Cr 453,308 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹76 Cr 293,714 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC5% ₹60 Cr 1,820,266 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹60 Cr 71,550
↑ 3,759 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL5% ₹59 Cr 734,479
↑ 118,466 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N4% ₹47 Cr 536,743
↑ 59,469 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON4% ₹45 Cr 1,325,453
↓ -150,000 Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | PAGEIND3% ₹39 Cr 9,138 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹35 Cr 263,496
↓ -154,587 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹31 Cr 184,544
↑ 4,394 8. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 13.6% since its launch. Ranked 23 in Sectoral category. Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (08 Feb 23) ₹65.0159 ↑ 0.38 (0.58 %) Net Assets (Cr) ₹619 on 31 Dec 22 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.63 Sharpe Ratio 0.66 Information Ratio 0.42 Alpha Ratio 5.68 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 Jan 18 ₹10,000 31 Jan 19 ₹9,071 31 Jan 20 ₹11,464 31 Jan 21 ₹11,574 31 Jan 22 ₹14,333 31 Jan 23 ₹15,325 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23 Duration Returns 1 Month -1.5% 3 Month -0.2% 6 Month 8.1% 1 Year 9.5% 3 Year 10.4% 5 Year 10.3% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% 2014 58% 2013 -12.4% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 5.01 Yr. Ashish Aggarwal 1 Jan 22 1 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 93.71% Asset Allocation
Asset Class Value Cash 6.29% Equity 93.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹121 Cr 745,462
↓ -15,156 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK19% ₹117 Cr 1,315,747 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN10% ₹62 Cr 1,017,312
↑ 41,652 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹61 Cr 651,473
↓ -23,371 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC5% ₹31 Cr 117,622 Canara Bank (Financial Services)
Equity, Since 31 May 22 | CANBK4% ₹23 Cr 686,458 Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA3% ₹17 Cr 901,401 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | SHRIRAMFIN2% ₹14 Cr 104,431 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE2% ₹14 Cr 115,413 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK2% ₹13 Cr 555,294
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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