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Best Sundaram SIP Mutual Funds 2024
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 2024. 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 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 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 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 (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 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 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Mid Cap Fund Growth ₹1,414.5
↑ 10.07 ₹12,465 100 12.8 34.1 55 25.8 27.1 40.4 Sundaram Infrastructure Advantage Fund Growth ₹98.1455
↑ 0.25 ₹1,067 100 3.5 27 50.3 25.7 26.8 41.7 Sundaram Small Cap Fund Growth ₹269.107
↑ 2.30 ₹3,415 100 10.1 29.7 41 23.6 30 45.3 Sundaram Rural and Consumption Fund Growth ₹103.8
↓ -0.10 ₹1,582 100 16 31.9 41 21.3 21.5 30.2 Sundaram Financial Services Opportunities Fund Growth ₹101.096
↑ 0.64 ₹1,409 100 6.2 16.9 29 19.2 19.4 31.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Large and Mid Cap Fund Growth ₹87.6487
↑ 0.15 ₹7,039 100 8.3 25.1 37.9 17 21.6 26.8 Sundaram Diversified Equity Fund Growth ₹224.504
↑ 0.28 ₹1,678 250 8.5 18.2 27.3 15.2 18.9 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Sep 24 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Mid Cap Fund
CAGR/Annualized return of 25.1% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (13 Sep 24) ₹1,414.5 ↑ 10.07 (0.72 %) Net Assets (Cr) ₹12,465 on 31 Jul 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 3.27 Information Ratio -0.45 Alpha Ratio 5.8 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 Aug 19 ₹10,000 31 Aug 20 ₹10,159 31 Aug 21 ₹16,325 31 Aug 22 ₹17,818 31 Aug 23 ₹21,308 31 Aug 24 ₹32,920 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 7.6% 3 Month 12.8% 6 Month 34.1% 1 Year 55% 3 Year 25.8% 5 Year 27.1% 10 Year 15 Year Since launch 25.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.4% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.44 Yr. Ratish Varier 24 Feb 21 3.44 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 19.92% Financial Services 19.22% Consumer Cyclical 18.53% Health Care 10.8% Basic Materials 9.46% Technology 6.04% Utility 2.88% Consumer Defensive 2.63% Real Estate 2.32% Communication Services 1.77% Energy 1.4% Asset Allocation
Asset Class Value Cash 4.87% Equity 95.13% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹481 Cr 8,297,488
↓ -42,294 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹477 Cr 1,239,180 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹403 Cr 20,011,397 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹401 Cr 969,864
↑ 63,288 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹365 Cr 624,330
↓ -29,797 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328102% ₹305 Cr 5,470,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹295 Cr 1,777,263 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹273 Cr 4,488,932
↑ 31,521 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹265 Cr 1,388,200 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹259 Cr 1,389,543
↓ -20,457 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.8% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (13 Sep 24) ₹98.1455 ↑ 0.25 (0.25 %) Net Assets (Cr) ₹1,067 on 31 Jul 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio 3.32 Information Ratio -0.25 Alpha Ratio 12.16 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 Aug 19 ₹10,000 31 Aug 20 ₹9,947 31 Aug 21 ₹16,299 31 Aug 22 ₹18,258 31 Aug 23 ₹21,956 31 Aug 24 ₹33,656 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 4% 3 Month 3.5% 6 Month 27% 1 Year 50.3% 3 Year 25.7% 5 Year 26.8% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 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% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 4.02 Yr. Ashish Aggarwal 1 Jan 22 2.58 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 41.32% Utility 11.55% Energy 10.53% Basic Materials 8.73% Communication Services 8.58% Financial Services 5.53% Technology 3.18% Consumer Cyclical 3.05% Real Estate 2.58% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT7% ₹78 Cr 205,000
↓ -5,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹65 Cr 1,570,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹65 Cr 435,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹62 Cr 206,000
↓ -1,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹38 Cr 32,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328983% ₹27 Cr 780,000
↓ -75,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹21 Cr 650,000
↓ -250,000 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB2% ₹20 Cr 209,750
↓ -10,250 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹20 Cr 31,400 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 21 | 5003122% ₹19 Cr 580,000 3. Sundaram Small Cap Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (13 Sep 24) ₹269.107 ↑ 2.30 (0.86 %) Net Assets (Cr) ₹3,415 on 31 Jul 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2.3 Information Ratio -0.46 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 31 Aug 19 ₹10,000 31 Aug 20 ₹10,679 31 Aug 21 ₹19,711 31 Aug 22 ₹21,158 31 Aug 23 ₹26,724 31 Aug 24 ₹37,634 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 8.2% 3 Month 10.1% 6 Month 29.7% 1 Year 41% 3 Year 23.6% 5 Year 30% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 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% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 1.75 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 23.67% Industrials 17.57% Consumer Cyclical 15.95% Basic Materials 8.42% Technology 8.24% Health Care 7.52% Consumer Defensive 6.13% Real Estate 3.99% Communication Services 3.42% Utility 1.28% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.21% Debt 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹103 Cr 680,275
↓ -21,749 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹90 Cr 936,780
↓ -25,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 5429042% ₹84 Cr 18,825,767 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹80 Cr 387,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX2% ₹78 Cr 180,746
↑ 9,138 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹77 Cr 2,132,517 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹73 Cr 890,833 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | EQUITASBNK2% ₹72 Cr 8,886,124
↑ 2,357,108 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹72 Cr 570,602
↓ -24,439 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹71 Cr 410,580 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 13.6% since its launch. Ranked 2 in Sectoral category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (13 Sep 24) ₹103.8 ↓ -0.10 (-0.10 %) Net Assets (Cr) ₹1,582 on 31 Jul 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 2.45 Information Ratio -0.48 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 Aug 19 ₹10,000 31 Aug 20 ₹10,463 31 Aug 21 ₹14,563 31 Aug 22 ₹16,375 31 Aug 23 ₹18,716 31 Aug 24 ₹25,732 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 8.1% 3 Month 16% 6 Month 31.9% 1 Year 41% 3 Year 21.3% 5 Year 21.5% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.2% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.58 Yr. 1 Jul 24 0.08 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Consumer Cyclical 40.14% Consumer Defensive 34.91% Communication Services 11.24% Health Care 2.84% Financial Services 2.56% Real Estate 2.09% Basic Materials 1.63% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹148 Cr 2,991,251 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹147 Cr 987,983 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL8% ₹134 Cr 2,304,592
↓ -150,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹119 Cr 407,736 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹95 Cr 350,212
↓ -57,801 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹88 Cr 255,389 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹68 Cr 480,998 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹65 Cr 49,344 Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 5311624% ₹63 Cr 766,731
↓ -100,000 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹51 Cr 246,492 5. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 23 in Sectoral category. Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (13 Sep 24) ₹101.096 ↑ 0.64 (0.64 %) Net Assets (Cr) ₹1,409 on 31 Jul 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 1.52 Information Ratio 1.34 Alpha Ratio 11.55 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 Aug 19 ₹10,000 31 Aug 20 ₹9,267 31 Aug 21 ₹14,464 31 Aug 22 ₹15,071 31 Aug 23 ₹18,280 31 Aug 24 ₹24,120 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 6.7% 3 Month 6.2% 6 Month 16.9% 1 Year 29% 3 Year 19.2% 5 Year 19.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 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% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 6.59 Yr. Ashish Aggarwal 1 Jan 22 2.58 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 95.52% Asset Allocation
Asset Class Value Cash 3.1% Equity 96.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK18% ₹250 Cr 1,549,965
↑ 129,871 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹132 Cr 1,135,593
↑ 123,499 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK8% ₹115 Cr 947,571
↓ -336,935 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹77 Cr 885,294
↓ -80,379 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG5% ₹65 Cr 431,376
↓ -8,978 ICICI Securities Ltd (Financial Services)
Equity, Since 30 Jun 24 | ISEC4% ₹61 Cr 789,452 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹55 Cr 188,623 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK4% ₹54 Cr 6,736,696
↑ 1,523,863 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK4% ₹54 Cr 376,921
↑ 29,380 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 5429044% ₹50 Cr 11,215,355
↑ 638,673 6. 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 Aug 19 ₹10,000 31 Aug 20 ₹10,291 31 Aug 21 ₹15,353 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (13 Sep 24) ₹87.6487 ↑ 0.15 (0.17 %) Net Assets (Cr) ₹7,039 on 31 Jul 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 2.24 Information Ratio -1.28 Alpha Ratio -3.79 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 Aug 19 ₹10,000 31 Aug 20 ₹10,246 31 Aug 21 ₹16,302 31 Aug 22 ₹16,992 31 Aug 23 ₹18,810 31 Aug 24 ₹26,484 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 5.2% 3 Month 8.3% 6 Month 25.1% 1 Year 37.9% 3 Year 17% 5 Year 21.6% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.8% 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% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.08 Yr. Ashish Aggarwal 1 Jan 22 2.58 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 21.91% Industrials 17.44% Consumer Cyclical 15.7% Health Care 9.1% Technology 6.67% Consumer Defensive 5.65% Energy 5.13% Basic Materials 4.68% Communication Services 4.27% Utility 2.68% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 5.11% Equity 94.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹303 Cr 1,875,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹270 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹230 Cr 765,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹201 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹168 Cr 900,000
↑ 100,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹159 Cr 6,943,496 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹158 Cr 415,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹134 Cr 900,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹127 Cr 1,220,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹117 Cr 1,000,000 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 14 in ELSS category. Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (13 Sep 24) ₹224.504 ↑ 0.28 (0.13 %) Net Assets (Cr) ₹1,678 on 31 Jul 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 1.6 Information Ratio -1.08 Alpha Ratio -7.49 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹9,917 31 Aug 21 ₹15,420 31 Aug 22 ₹16,479 31 Aug 23 ₹18,296 31 Aug 24 ₹23,691 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Sep 24 Duration Returns 1 Month 5.6% 3 Month 8.5% 6 Month 18.2% 1 Year 27.3% 3 Year 15.2% 5 Year 18.9% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.3% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 2.58 Yr. Rohit Seksaria 24 Feb 21 3.43 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 32.42% Industrials 12.17% Technology 10.61% Consumer Defensive 9.59% Consumer Cyclical 9.42% Energy 7.09% Basic Materials 5.84% Health Care 5.58% Communication Services 4.24% Utility 0.72% Real Estate 0.61% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹124 Cr 767,171
↓ -68,829 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹107 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹100 Cr 331,000
↓ -129,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹78 Cr 418,000
↓ -18,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹60 Cr 156,446 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹56 Cr 326,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS3% ₹53 Cr 457,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹50 Cr 114,734 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹49 Cr 419,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹48 Cr 545,000
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?
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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