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Best Sundaram SIP Mutual Funds 2021
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 2021. 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 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 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 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 (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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Sundaram Small Cap Fund Growth ₹147.551
↓ -2.30 ₹1,556 100 9.2 36.8 85.9 25.4 12 26.2 Sundaram Financial Services Opportunities Fund Growth ₹63.7451
↑ 0.35 ₹444 100 14.2 24.7 59.9 22.4 14.4 2.7 Sundaram Large and Mid Cap Fund Growth ₹55.7102
↓ -0.29 ₹1,820 100 12.7 31.3 63 22.4 16.7 7.6 Sundaram Infrastructure Advantage Fund Growth ₹50.9261
↓ -0.24 ₹630 100 10.6 30.6 76.4 21.8 13 10.4 Sundaram Select Focus Fund Growth ₹279.369
↓ -0.83 ₹1,408 100 12.8 25.2 50 20.5 16.6 11.9 Sundaram Mid Cap Fund Growth ₹712.683
↓ -3.95 ₹7,007 100 8.5 27.5 64.7 18.7 10.7 11.8 Sundaram Diversified Equity Fund Growth ₹149.59
↓ -0.54 ₹2,237 250 11.6 26.5 55.7 18.2 11.6 9.9 Sundaram Rural and Consumption Fund Growth ₹58.2642
↓ -0.30 ₹1,301 100 6.7 22.3 43.9 16 10.5 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Small Cap Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 19 in Small Cap category. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (22 Oct 21) ₹147.551 ↓ -2.30 (-1.54 %) Net Assets (Cr) ₹1,556 on 30 Sep 21 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.35 Sharpe Ratio 4.77 Information Ratio 0.17 Alpha Ratio 17.22 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 30 Sep 16 ₹10,000 30 Sep 17 ₹12,195 30 Sep 18 ₹9,959 30 Sep 19 ₹9,456 30 Sep 20 ₹9,899 30 Sep 21 ₹18,698 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 2.2% 3 Month 9.2% 6 Month 36.8% 1 Year 85.9% 3 Year 25.4% 5 Year 12% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 1.11 Yr. Rohit Seksaria 24 Feb 21 0.52 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Industrials 20.86% Financial Services 14.46% Technology 13.63% Consumer Cyclical 13.47% Health Care 12.14% Basic Materials 11.99% Consumer Defensive 4.26% Communication Services 3.27% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | 5002494% ₹53 Cr 447,531
↓ -13,704 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 5325043% ₹49 Cr 120,489
↓ -4,816 Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT3% ₹47 Cr 475,853 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹46 Cr 305,795
↑ 7,500 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5111963% ₹45 Cr 796,712
↑ 24,337 Persistent Systems Ltd (Technology)
Equity, Since 30 Jun 20 | PERSISTENT3% ₹45 Cr 136,438
↓ -20,604 Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 5900063% ₹44 Cr 615,169 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Mar 19 | 5402223% ₹42 Cr 633,232
↓ -22,373 Carborundum Universal Ltd (Industrials)
Equity, Since 31 Mar 21 | 5133753% ₹42 Cr 505,032 City Union Bank Ltd (Financial Services)
Equity, Since 31 May 20 | CUB2% ₹38 Cr 2,485,917
↑ 129,295 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 23 in Sectoral category. Return for 2020 was 2.7% , 2019 was 26.4% and 2018 was -3.7% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (22 Oct 21) ₹63.7451 ↑ 0.35 (0.56 %) Net Assets (Cr) ₹444 on 30 Sep 21 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.63 Sharpe Ratio 2.07 Information Ratio -0.37 Alpha Ratio 0.11 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 30 Sep 16 ₹10,000 30 Sep 17 ₹11,822 30 Sep 18 ₹11,199 30 Sep 19 ₹13,738 30 Sep 20 ₹11,272 30 Sep 21 ₹19,016 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 6.8% 3 Month 14.2% 6 Month 24.7% 1 Year 59.9% 3 Year 22.4% 5 Year 14.4% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 1.11 Yr. Rahul Baijal 1 Apr 19 2.42 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 96.14% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK22% ₹94 Cr 592,354
↑ 53,203 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK15% ₹64 Cr 886,497 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC11% ₹45 Cr 161,518 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹37 Cr 466,660 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN8% ₹33 Cr 782,092 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329787% ₹31 Cr 17,895 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 5428674% ₹15 Cr 517,173 Home First Finance Co India Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 21 | 5432593% ₹11 Cr 198,851 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK3% ₹11 Cr 62,105 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5406112% ₹8 Cr 70,067 3. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.4% 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% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (22 Oct 21) ₹55.7102 ↓ -0.29 (-0.51 %) Net Assets (Cr) ₹1,820 on 30 Sep 21 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.24 Sharpe Ratio 3.32 Information Ratio -0.36 Alpha Ratio 1.42 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.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹12,061 30 Sep 18 ₹13,002 30 Sep 19 ₹14,217 30 Sep 20 ₹13,539 30 Sep 21 ₹22,021 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 1.2% 3 Month 12.7% 6 Month 31.3% 1 Year 63% 3 Year 22.4% 5 Year 16.7% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 0.6 Yr. Rahul Baijal 24 Feb 21 0.6 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 27.56% Technology 14.35% Industrials 14.15% Basic Materials 9.72% Health Care 8.6% Consumer Cyclical 7.95% Consumer Defensive 4.65% Energy 4.64% Utility 2.37% Communication Services 1.8% Asset Allocation
Asset Class Value Cash 4.21% Equity 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY6% ₹106 Cr 621,607 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹80 Cr 1,118,123
↑ 62,228 MindTree Ltd (Technology)
Equity, Since 31 Dec 20 | 5328194% ₹72 Cr 198,548
↓ -24,454 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹71 Cr 447,548 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT4% ₹64 Cr 380,598 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹62 Cr 1,464,373 PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND3% ₹61 Cr 179,565 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹52 Cr 659,600 Schaeffler India Ltd (Industrials)
Equity, Since 31 May 21 | SCHAEFFLER3% ₹52 Cr 71,500 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5329783% ₹49 Cr 28,683 4. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 10.7% since its launch. Return for 2020 was 10.4% , 2019 was 2.2% and 2018 was -21.9% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (22 Oct 21) ₹50.9261 ↓ -0.24 (-0.47 %) Net Assets (Cr) ₹630 on 30 Sep 21 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.62 Sharpe Ratio 3.25 Information Ratio -0.26 Alpha Ratio 6.24 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 30 Sep 16 ₹10,000 30 Sep 17 ₹12,418 30 Sep 18 ₹11,159 30 Sep 19 ₹11,689 30 Sep 20 ₹10,603 30 Sep 21 ₹18,522 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 3.3% 3 Month 10.6% 6 Month 30.6% 1 Year 76.4% 3 Year 21.8% 5 Year 13% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 1 Apr 19 2.5 Yr. Ratish Varier 23 Jul 20 1.19 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Industrials 42.7% Basic Materials 17.62% Energy 12.83% Financial Services 7.05% Communication Services 6.02% Utility 5.12% Technology 2.66% Real Estate 1.71% Consumer Cyclical 1.62% 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 351,301 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹49 Cr 216,047
↑ 9,605 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹37 Cr 551,604
↓ -23,057 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹37 Cr 362,486 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹36 Cr 498,729 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060765% ₹30 Cr 232,062 Polycab India Ltd (Industrials)
Equity, Since 30 Apr 19 | 5426524% ₹24 Cr 118,332 JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT4% ₹23 Cr 70,820 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹22 Cr 28,500 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | 5001333% ₹19 Cr 87,472
↑ 528 5. Sundaram Select Focus Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 55 in Focused category. Return for 2020 was 11.9% , 2019 was 15% and 2018 was 1.2% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (22 Oct 21) ₹279.369 ↓ -0.83 (-0.30 %) Net Assets (Cr) ₹1,408 on 30 Sep 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 3.05 Information Ratio -0.34 Alpha Ratio 1.93 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 30 Sep 16 ₹10,000 30 Sep 17 ₹12,049 30 Sep 18 ₹13,206 30 Sep 19 ₹14,215 30 Sep 20 ₹13,860 30 Sep 21 ₹21,308 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 1.8% 3 Month 12.8% 6 Month 25.2% 1 Year 50% 3 Year 20.5% 5 Year 16.6% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 0.6 Yr. Rahul Baijal 10 Oct 16 4.98 Yr. Data below for Sundaram Select Focus Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 38.37% Technology 20.1% Energy 8.44% Consumer Defensive 7.47% Industrials 7.01% Health Care 5.18% Basic Materials 5.16% Communication Services 2.79% Utility 2.35% Consumer Cyclical 1.39% Asset Allocation
Asset Class Value Cash 1.75% Equity 98.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK10% ₹134 Cr 1,862,083 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY9% ₹132 Cr 773,887
↓ -11,674 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK9% ₹123 Cr 780,385 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT6% ₹79 Cr 471,874 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS5% ₹73 Cr 193,388 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322155% ₹71 Cr 901,060 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹70 Cr 309,838
↑ 17,628 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN5% ₹69 Cr 1,616,281 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC4% ₹58 Cr 207,954 HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH4% ₹57 Cr 481,547 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 13 in Mid Cap category. Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (22 Oct 21) ₹712.683 ↓ -3.95 (-0.55 %) Net Assets (Cr) ₹7,007 on 30 Sep 21 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 3.17 Information Ratio -0.9 Alpha Ratio -3.35 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 30 Sep 16 ₹10,000 30 Sep 17 ₹11,805 30 Sep 18 ₹10,994 30 Sep 19 ₹10,819 30 Sep 20 ₹10,618 30 Sep 21 ₹17,225 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 0.7% 3 Month 8.5% 6 Month 27.5% 1 Year 64.7% 3 Year 18.7% 5 Year 10.7% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 0.52 Yr. Ratish Varier 24 Feb 21 0.52 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 20.01% Industrials 19.22% Consumer Cyclical 17.34% Basic Materials 14.85% Health Care 9.77% Technology 9.21% Consumer Defensive 4.99% Utility 2.56% Real Estate 0.56% Asset Allocation
Asset Class Value Cash 1.5% Equity 98.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 5328194% ₹249 Cr 687,327
↓ -49,591 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹227 Cr 457,057
↓ -52,943 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002713% ₹221 Cr 2,027,701 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹200 Cr 2,005,149
↓ -139,851 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 5060763% ₹195 Cr 1,509,528 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 5325043% ₹191 Cr 475,000
↓ -5,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN3% ₹178 Cr 3,220,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM3% ₹177 Cr 1,752,194 Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER2% ₹172 Cr 237,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | JUBLFOOD2% ₹172 Cr 429,478 7. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 14 in ELSS category. Return for 2020 was 9.9% , 2019 was 6.2% and 2018 was -10.6% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (22 Oct 21) ₹149.59 ↓ -0.54 (-0.36 %) Net Assets (Cr) ₹2,237 on 30 Sep 21 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.14 Sharpe Ratio 3.02 Information Ratio -0.88 Alpha Ratio -1.98 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹11,744 30 Sep 18 ₹11,421 30 Sep 19 ₹11,815 30 Sep 20 ₹11,129 30 Sep 21 ₹17,524 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 1.7% 3 Month 11.6% 6 Month 26.5% 1 Year 55.7% 3 Year 18.2% 5 Year 11.6% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 23 Jul 20 1.19 Yr. Rohit Seksaria 24 Feb 21 0.6 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Financial Services 32.26% Technology 14.89% Industrials 10.77% Basic Materials 8.93% Consumer Cyclical 8.93% Consumer Defensive 8.67% Energy 8.32% Health Care 4.76% Communication Services 2.24% Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹178 Cr 2,475,000
↓ -25,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY7% ₹174 Cr 1,020,000
↓ -25,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹158 Cr 700,000
↓ -25,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹149 Cr 945,000
↓ -25,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹103 Cr 367,500
↓ -2,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹100 Cr 1,270,000
↓ -100,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH3% ₹80 Cr 673,000
↓ -2,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹76 Cr 200,000
↓ -7,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹72 Cr 1,700,000 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 14 | 5060763% ₹70 Cr 540,000
↓ -10,000 8. Sundaram Global Advantage Fund
CAGR/Annualized return of 6.8% since its launch. Ranked 28 in Global category. Return for 2020 was 21.4% , 2019 was 17.6% and 2018 was -8.1% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (21 Oct 21) ₹25.5385 ↓ -0.19 (-0.74 %) Net Assets (Cr) ₹89 on 30 Sep 21 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.09 Sharpe Ratio 1.3 Information Ratio 0.06 Alpha Ratio 0.34 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 30 Sep 16 ₹10,000 30 Sep 17 ₹11,468 30 Sep 18 ₹12,190 30 Sep 19 ₹11,707 30 Sep 20 ₹13,864 30 Sep 21 ₹17,243 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21 Duration Returns 1 Month 3.9% 3 Month 1.9% 6 Month 5.6% 1 Year 26.9% 3 Year 16% 5 Year 12.4% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 1.11 Yr. Rohit Seksaria 30 Dec 17 3.67 Yr. Data below for Sundaram Global Advantage Fund as on 30 Sep 21
Equity Sector Allocation
Sector Value Consumer Cyclical 32.23% Technology 27.07% Communication Services 14.5% Consumer Defensive 10.33% Financial Services 5.48% Industrials 4.9% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹87 Cr 8,884,047
↑ 691,717 Treps
CBLO/Reverse Repo | -3% ₹2 Cr Cash And Other Net Curent Assets
Net Current Assets | -1% ₹0 Cr
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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