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8 Best Sundaram SIP Mutual Funds 2023 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2023

Updated on February 6, 2023 , 14341 views

SIP or Systematic Investment plan is a method of investing in Mutual Fund schemes through small amounts. Here, instead of Investing a bulk of money at one time, you can invest regularly, every month or quarter. It is a great way to build a long-term savings habit.

sundaram

With a SIP you can plan your long-term Financial goals like retirement, marriage, purchase of house/car, etc. In Sundaram SIP Funds, you can invest an amount as low as INR 250 over a longer duration and attain these goals.

Why Invest in Sundaram SIP ?

Some of the benefits of investing in a SIP are:

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.

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Best SIP Funds by Sundaram Mutual Funds for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Sundaram Small Cap Fund Growth ₹148.452
↑ 0.76
₹2,021 100 -1.74.10.521.86.9-2.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Infrastructure Advantage Fund Growth ₹52.5176
↑ 0.20
₹615 100 -3.242.516.67.32.1
Sundaram Mid Cap Fund Growth ₹735.422
↑ 5.07
₹7,320 100 -3.21.35.413.67.44.8
Sundaram Diversified Equity Fund Growth ₹153.736
↑ 0.91
₹1,713 250 -2.62.54.513.38.14
Sundaram Large and Mid Cap Fund Growth ₹54.274
↑ 0.33
₹5,135 100 -4.20-0.912.410.8-1.3
Sundaram Rural and Consumption Fund Growth ₹61.4813
↑ 0.27
₹1,179 100 -4.9-0.68.210.87.79.3
Sundaram Financial Services Opportunities Fund Growth ₹65.0159
↑ 0.38
₹619 100 -0.28.19.510.410.316.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Feb 23
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

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

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for Sundaram Small Cap Fund

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.

DateValue
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

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221 Yr.
Rohit Seksaria1 Nov 220.17 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services24.32%
Consumer Cyclical21.05%
Industrials20.34%
Technology9.33%
Health Care6.2%
Basic Materials5.7%
Consumer Defensive3.26%
Communication Services1.99%
Real Estate1.61%
Asset Allocation
Asset ClassValue
Cash5.97%
Equity94.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹70 Cr362,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹69 Cr985,189
↓ -28,504
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹65 Cr824,354
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹58 Cr1,087,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
2%₹49 Cr3,440,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN
2%₹49 Cr803,001
↑ 185,001
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹48 Cr475,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
2%₹48 Cr327,000
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Mar 21 | RHIM
2%₹43 Cr511,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹41 Cr464,000

2. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,829
31 Jan 20₹11,374
31 Jan 21₹12,516

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 10% since its launch.  Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% .

Below is the key information for Sundaram Infrastructure Advantage Fund

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 Not Rated
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.

DateValue
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

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 202.44 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials45.96%
Basic Materials11.89%
Financial Services10.34%
Energy7.92%
Utility7.21%
Communication Services6.58%
Consumer Cyclical4.45%
Real Estate2.83%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
10%₹59 Cr282,000
↓ -11,190
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
7%₹40 Cr501,481
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹39 Cr440,000
↓ -41,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹38 Cr150,246
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹30 Cr42,511
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC
4%₹23 Cr1,380,000
↑ 24,650
State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN
3%₹20 Cr320,000
↑ 72,773
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
3%₹19 Cr96,000
↓ -1,015
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
3%₹16 Cr39,200
↓ -1,377
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL
3%₹16 Cr87,105

4. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for Sundaram Mid Cap Fund

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.

DateValue
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

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 211.85 Yr.
Ratish Varier24 Feb 211.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services24.3%
Consumer Cyclical23.13%
Industrials13.78%
Basic Materials11.9%
Health Care8%
Consumer Defensive5.8%
Technology4.28%
Utility2.4%
Communication Services1.49%
Real Estate1.44%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹272 Cr19,588,756
↑ 150,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹249 Cr907,924
↑ 406
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | BANKBARODA
3%₹219 Cr11,805,426
↓ -476,261
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK
3%₹209 Cr2,241,363
↓ -210,365
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹204 Cr1,478,462
↓ -20,951
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹189 Cr1,428,889
↓ -395,934
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
2%₹177 Cr1,309,472
↓ -51,642
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹173 Cr5,140,621
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹169 Cr16,901,432
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | AUBANK
2%₹169 Cr2,577,077

5. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

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.

DateValue
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

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Sudhir Kedia1 Jan 221 Yr.
Rohit Seksaria24 Feb 211.85 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services41.42%
Industrials14.77%
Technology11.2%
Consumer Cyclical10.59%
Consumer Defensive5.57%
Energy5.08%
Basic Materials4.21%
Health Care3.38%
Communication Services1.83%
Real Estate1.13%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹136 Cr1,525,000
↓ -174,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹116 Cr714,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹87 Cr341,595
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹86 Cr570,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
5%₹85 Cr1,390,000
↓ -60,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹72 Cr272,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
4%₹69 Cr739,000
↓ -95,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹59 Cr4,089,762
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹54 Cr165,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
3%₹49 Cr191,000
↓ -18,000

6. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% 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% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (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.

DateValue
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

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services29.46%
Consumer Cyclical16.51%
Industrials14.12%
Technology8.39%
Basic Materials7.43%
Consumer Defensive5.72%
Energy4.32%
Health Care3.43%
Utility1.86%
Communication Services1.57%
Real Estate1.35%
Asset Allocation
Asset ClassValue
Cash5.66%
Equity94.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
6%₹303 Cr3,400,000
↓ -1,095,006
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹227 Cr1,392,929
↑ 69,077
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹222 Cr870,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
4%₹193 Cr1,279,690
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹158 Cr2,580,000
↑ 388,673
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹130 Cr625,000
↓ -62,821
Canara Bank (Financial Services)
Equity, Since 31 Dec 21 | CANBK
3%₹129 Cr3,875,118
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
2%₹128 Cr1,371,950
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC
2%₹101 Cr384,006
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL
2%₹99 Cr750,000
↓ -321,770

7. Sundaram Rural and Consumption Fund

(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 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% .

Below is the key information for Sundaram Rural and Consumption Fund

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.

DateValue
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

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 221 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical38.63%
Consumer Defensive31.91%
Communication Services9.22%
Financial Services2.44%
Health Care2.32%
Basic Materials2.08%
Industrials1.84%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash9.75%
Equity90.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
10%₹116 Cr453,308
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹76 Cr293,714
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹60 Cr1,820,266
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹60 Cr71,550
↑ 3,759
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
5%₹59 Cr734,479
↑ 118,466
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹47 Cr536,743
↑ 59,469
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹45 Cr1,325,453
↓ -150,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | PAGEIND
3%₹39 Cr9,138
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹35 Cr263,496
↓ -154,587
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹31 Cr184,544
↑ 4,394

8. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for Sundaram Financial Services Opportunities Fund

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.

DateValue
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

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Feb 23

DurationReturns
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
YearReturns
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
NameSinceTenure
Rohit Seksaria30 Dec 175.01 Yr.
Ashish Aggarwal1 Jan 221 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services93.71%
Asset Allocation
Asset ClassValue
Cash6.29%
Equity93.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
20%₹121 Cr745,462
↓ -15,156
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
19%₹117 Cr1,315,747
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
10%₹62 Cr1,017,312
↑ 41,652
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK
10%₹61 Cr651,473
↓ -23,371
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
5%₹31 Cr117,622
Canara Bank (Financial Services)
Equity, Since 31 May 22 | CANBK
4%₹23 Cr686,458
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | BANKBARODA
3%₹17 Cr901,401
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | SHRIRAMFIN
2%₹14 Cr104,431
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
2%₹14 Cr115,413
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
2%₹13 Cr555,294

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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