+91-22-62820123
Table of Contents
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
To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on 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 (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on To achieve capital appreciation by investing
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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Sundaram Select Focus Fund Growth ₹227.309
↑ 0.04 ₹1,121 100 21.4 33.2 16 10.7 14.3 11.9 Sundaram Financial Services Opportunities Fund Growth ₹51.8402
↓ -0.07 ₹278 100 32.6 45.5 6.2 8.9 16.3 2.7 Sundaram Large and Mid Cap Fund Growth ₹41.5538
↑ 0.02 ₹1,353 100 21 34.3 11.1 7.2 13.6 7.6 Sundaram Rural and Consumption Fund Growth ₹49.4214
↓ -0.12 ₹1,508 100 21.7 29.8 13.3 3 14.2 13.5 Sundaram Diversified Equity Fund Growth ₹118.324
↑ 0.24 ₹2,370 250 22.8 37.3 13.3 2.6 11.3 9.9 Sundaram Mid Cap Fund Growth ₹544.247
↑ 2.15 ₹5,819 100 26.5 38.7 14 -0.6 10.5 11.8 Sundaram Infrastructure Advantage Fund Growth ₹36.5038
↑ 0.15 ₹467 100 28.2 35.6 12.3 -3.1 8.6 10.4 Sundaram Small Cap Fund Growth ₹98.2175
↑ 0.62 ₹1,160 100 25.4 50.6 22.6 -5.4 7.5 26.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 21 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Select Focus Fund
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% . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (14 Jan 21) ₹227.309 ↑ 0.04 (0.02 %) Net Assets (Cr) ₹1,121 on 30 Nov 20 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.38 Sharpe Ratio 0.14 Information Ratio -0.58 Alpha Ratio -4.69 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,063 31 Dec 17 ₹13,673 31 Dec 18 ₹13,831 31 Dec 19 ₹15,903 31 Dec 20 ₹17,798 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 8% 3 Month 21.4% 6 Month 33.2% 1 Year 16% 3 Year 10.7% 5 Year 14.3% 10 Year 15 Year Since launch 18.4% 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 Rahul Baijal 10 Oct 16 4.23 Yr. Data below for Sundaram Select Focus Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 36.97% Technology 18.45% Energy 10.41% Consumer Defensive 8.72% Communication Services 5.6% Industrials 5.13% Health Care 4.43% Consumer Cyclical 2.8% Real Estate 2.06% Basic Materials 2.03% Asset Allocation
Asset Class Value Cash 3.4% Equity 96.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK10% ₹117 Cr 2,179,927
↓ -210,052 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK9% ₹112 Cr 780,385 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY9% ₹107 Cr 854,970 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹81 Cr 409,439 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL6% ₹66 Cr 1,301,605 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT5% ₹61 Cr 471,874 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC5% ₹60 Cr 233,610 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS5% ₹56 Cr 196,691
↓ -22,889 HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH5% ₹55 Cr 580,857
↓ -51,124 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 19 | 5005474% ₹42 Cr 1,105,245 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14% 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 (14 Jan 21) ₹51.8402 ↓ -0.07 (-0.13 %) Net Assets (Cr) ₹278 on 30 Nov 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio 0.13 Information Ratio -1.54 Alpha Ratio -1.46 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,282 31 Dec 17 ₹15,042 31 Dec 18 ₹14,491 31 Dec 19 ₹18,321 31 Dec 20 ₹18,816 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 7.8% 3 Month 32.6% 6 Month 45.5% 1 Year 6.2% 3 Year 8.9% 5 Year 16.3% 10 Year 15 Year Since launch 14% 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 0.44 Yr. Rahul Baijal 1 Apr 19 1.75 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 97.66% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK23% ₹66 Cr 457,468
↓ -7,444 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC17% ₹48 Cr 185,907 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK15% ₹42 Cr 787,588 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322157% ₹21 Cr 340,380
↓ -7,102 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK6% ₹17 Cr 87,521
↓ -6,659 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN4% ₹13 Cr 715,122 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN4% ₹12 Cr 316,141 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5329783% ₹9 Cr 9,946 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN3% ₹8 Cr 307,327 LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | LICHSGFIN2% ₹6 Cr 176,148 3. Sundaram Global Advantage Fund
CAGR/Annualized return of 6% 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 (13 Jan 21) ₹21.8495 ↓ -0.04 (-0.20 %) Net Assets (Cr) ₹49 on 30 Nov 20 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio 0.82 Information Ratio -0.64 Alpha Ratio 8.53 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,280 31 Dec 17 ₹13,510 31 Dec 18 ₹12,417 31 Dec 19 ₹14,598 31 Dec 20 ₹17,720 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 1.4% 3 Month 7.5% 6 Month 14.9% 1 Year 19.8% 3 Year 8.2% 5 Year 13.7% 10 Year 15 Year Since launch 6% 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 0.44 Yr. Rohit Seksaria 30 Dec 17 3.01 Yr. Data below for Sundaram Global Advantage Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Consumer Cyclical 33.91% Technology 21.47% Communication Services 11.85% Consumer Defensive 10.69% Industrials 4.45% Financial Services 4.37% Asset Allocation
Asset Class Value Cash 13.26% Equity 86.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -94% ₹48 Cr 5,724,988 Treps
CBLO/Reverse Repo | -6% ₹3 Cr Reverse Repo
CBLO/Reverse Repo | -1% ₹0 Cr Cash And Other Net Curent Assets
Net Current Assets | -0% ₹0 Cr 4. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 10.8% 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 (14 Jan 21) ₹41.5538 ↑ 0.02 (0.04 %) Net Assets (Cr) ₹1,353 on 30 Nov 20 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 0.11 Information Ratio -0.15 Alpha Ratio -11.19 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,756 31 Dec 17 ₹14,640 31 Dec 18 ₹14,701 31 Dec 19 ₹16,217 31 Dec 20 ₹17,452 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 6.9% 3 Month 21% 6 Month 34.3% 1 Year 11.1% 3 Year 7.2% 5 Year 13.6% 10 Year 15 Year Since launch 10.8% 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 Krishnakumar 30 Dec 17 3.01 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 29.21% Consumer Cyclical 13.72% Technology 13.27% Industrials 10.2% Health Care 8.71% Basic Materials 8.05% Energy 6.66% Consumer Defensive 4.47% Communication Services 3.08% Real Estate 2.31% Asset Allocation
Asset Class Value Cash 0.31% Equity 99.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE5% ₹66 Cr 330,000
↓ -10,493 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹63 Cr 1,178,590
↓ -223,707 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹56 Cr 391,519
↓ -81,418 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT4% ₹50 Cr 384,787
↑ 384,787 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹48 Cr 383,410
↓ -8,321 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5002713% ₹44 Cr 656,577
↑ 105,800 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹43 Cr 845,131
↓ -92,107 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5406113% ₹42 Cr 495,056 The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK3% ₹42 Cr 6,274,994
↑ 278,699 Cummins India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5004803% ₹40 Cr 700,000
↓ -30,397 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 11.5% since its launch. Ranked 2 in Sectoral category. Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (14 Jan 21) ₹49.4214 ↓ -0.12 (-0.24 %) Net Assets (Cr) ₹1,508 on 30 Nov 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.24 Information Ratio -0.74 Alpha Ratio -2.8 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 Dec 15 ₹10,000 31 Dec 16 ₹12,112 31 Dec 17 ₹16,799 31 Dec 18 ₹15,485 31 Dec 19 ₹15,905 31 Dec 20 ₹18,049 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 5.3% 3 Month 21.7% 6 Month 29.8% 1 Year 13.3% 3 Year 3% 5 Year 14.2% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% 2013 -0.6% 2012 34.1% 2011 -23.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure S Krishnakumar 1 Jan 16 5 Yr. S. Bharath 25 Apr 18 2.69 Yr. Rohit Seksaria 23 Jul 20 0.44 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Consumer Defensive 29.64% Consumer Cyclical 23.72% Financial Services 21.75% Basic Materials 16.51% Industrials 4.73% Technology 2.2% Real Estate 1.29% Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 5008007% ₹97 Cr 1,650,000
↓ -40,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 5006966% ₹96 Cr 400,000
↓ -5,000 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 5008205% ₹82 Cr 295,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL5% ₹73 Cr 800,000
↓ -10,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON5% ₹73 Cr 1,925,000
↓ -75,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M5% ₹70 Cr 975,000
↓ -15,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK5% ₹69 Cr 480,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK4% ₹59 Cr 1,100,000
↓ -25,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM3% ₹51 Cr 645,000
↓ -5,000 Voltas Ltd (Industrials)
Equity, Since 31 Mar 19 | VOLTAS3% ₹50 Cr 610,000 6. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% 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 (14 Jan 21) ₹118.324 ↑ 0.24 (0.20 %) Net Assets (Cr) ₹2,370 on 30 Nov 20 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.14 Information Ratio -1.41 Alpha Ratio -6.25 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,684 31 Dec 17 ₹14,790 31 Dec 18 ₹13,221 31 Dec 19 ₹14,036 31 Dec 20 ₹15,419 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 8.5% 3 Month 22.8% 6 Month 37.3% 1 Year 13.3% 3 Year 2.6% 5 Year 11.3% 10 Year 15 Year Since launch 16.1% 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 Krishnakumar 1 Apr 15 5.76 Yr. S. Bharath 23 Jul 20 0.44 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Financial Services 33.04% Technology 11.92% Industrials 9.83% Consumer Defensive 9.34% Consumer Cyclical 9.33% Basic Materials 8.95% Energy 8.4% Health Care 6.13% Communication Services 3.03% Asset Allocation
Asset Class Value Cash 0.04% Equity 99.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹175 Cr 880,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK7% ₹174 Cr 1,212,027
↓ -7,983 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK6% ₹139 Cr 2,597,794 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY6% ₹137 Cr 1,087,080
↑ 154,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC5% ₹125 Cr 490,000
↓ -2,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹95 Cr 1,523,372 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH3% ₹82 Cr 864,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹73 Cr 1,430,000
↓ -70,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL3% ₹70 Cr 769,000
↓ -81,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹69 Cr 240,045 7. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.2% 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 (14 Jan 21) ₹544.247 ↑ 2.15 (0.40 %) Net Assets (Cr) ₹5,819 on 30 Nov 20 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.26 Information Ratio -0.41 Alpha Ratio -7.21 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,133 31 Dec 17 ₹15,672 31 Dec 18 ₹13,258 31 Dec 19 ₹13,218 31 Dec 20 ₹14,776 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 8.7% 3 Month 26.5% 6 Month 38.7% 1 Year 14% 3 Year -0.6% 5 Year 10.5% 10 Year 15 Year Since launch 24.2% 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 Krishnakumar 1 Nov 12 8.17 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Consumer Cyclical 20.55% Industrials 18.51% Financial Services 17.25% Basic Materials 14.66% Health Care 9.32% Technology 8.52% Consumer Defensive 6.18% Communication Services 2.21% Utility 2.06% Real Estate 0.57% Asset Allocation
Asset Class Value Cash 0.16% Equity 99.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM3% ₹203 Cr 2,554,428
↓ -163,547 Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 5200563% ₹183 Cr 686,670
↓ -4,180 Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 5002383% ₹180 Cr 685,977
↓ -28,280 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP3% ₹165 Cr 683,357 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹155 Cr 2,700,000
↓ -175,965 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002713% ₹151 Cr 2,230,554
↑ 66,074 Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 5248163% ₹150 Cr 1,555,465
↓ -120,148 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹149 Cr 2,160,095
↓ -487,664 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 5171742% ₹132 Cr 35,540
↓ -7,677 Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS2% ₹132 Cr 1,595,719
↓ -5,000 8. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 8.8% 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 (14 Jan 21) ₹36.5038 ↑ 0.15 (0.42 %) Net Assets (Cr) ₹467 on 30 Nov 20 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.58 Sharpe Ratio 0.11 Information Ratio -1.18 Alpha Ratio -6.74 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,948 31 Dec 17 ₹15,471 31 Dec 18 ₹12,084 31 Dec 19 ₹12,348 31 Dec 20 ₹13,631 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21 Duration Returns 1 Month 9.1% 3 Month 28.2% 6 Month 35.6% 1 Year 12.3% 3 Year -3.1% 5 Year 8.6% 10 Year 15 Year Since launch 8.8% 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 1.75 Yr. Ratish Varier 23 Jul 20 0.44 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 20
Equity Sector Allocation
Sector Value Industrials 51.19% Basic Materials 17.06% Financial Services 9.99% Energy 8.12% Technology 4.75% Real Estate 3.99% Communication Services 3.51% Utility 1% Asset Allocation
Asset Class Value Cash 0.41% Equity 99.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT7% ₹37 Cr 286,359
↑ 54,143 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹31 Cr 155,325 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹31 Cr 575,264 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM6% ₹29 Cr 362,486 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060766% ₹28 Cr 387,019 Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 5221135% ₹25 Cr 190,897
↓ -3,875 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 5171744% ₹22 Cr 6,040
↓ -663 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 5329294% ₹20 Cr 800,000 Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Apr 14 | 5001654% ₹20 Cr 325,876
↓ -29,808 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL4% ₹18 Cr 343,778
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2021 Shepard Technologies Private Limited. All Rights Reserved