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8 Best Sundaram SIP Mutual Funds 2021 | Best SIP Funds

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Best Sundaram SIP Mutual Funds 2021

Updated on April 7, 2021 , 9756 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:

  • 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.

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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 (%)2020 (%)
Sundaram Select Focus Fund Growth ₹230.148
↓ -0.66
₹1,217 100 323.551.811.914.911.9
Sundaram Financial Services Opportunities Fund Growth ₹52.1115
↓ -0.44
₹328 100 1.132.959.71116.22.7
Sundaram Large and Mid Cap Fund Growth ₹44.1225
↓ -0.24
₹1,479 100 6.828.361.710.515.77.6
Sundaram Diversified Equity Fund Growth ₹122.365
↓ -0.42
₹2,395 250 4.827.461.85.912.29.9
Sundaram Rural and Consumption Fund Growth ₹49.7896
↑ 0.04
₹1,362 100 0.322.447.2513.913.5
Sundaram Mid Cap Fund Growth ₹584.929
↓ -1.98
₹6,230 100 7.835.370.24.212.311.8
Sundaram Infrastructure Advantage Fund Growth ₹40.3989
↓ -0.11
₹544 100 11.14279.141210.4
Sundaram Small Cap Fund Growth ₹110.642
↑ 1.32
₹1,230 100 12.240.896.1211.426.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21
*List of Funds based on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.

1. Sundaram Global Advantage Fund

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 CAGR/Annualized return of 6.6% since its launch.  Ranked 28 in Global category.  Return for 2020 was 21.4% , 2019 was 17.6% and 2018 was -8.1% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (08 Apr 21) ₹23.9929 ↑ 0.13   (0.56 %)
Net Assets (Cr) ₹54 on 28 Feb 21
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.16
Sharpe Ratio 1.33
Information Ratio -0.74
Alpha Ratio 5.53
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,167
31 Mar 18₹13,006
31 Mar 19₹12,902
31 Mar 20₹12,245
31 Mar 21₹17,720

Sundaram Global 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Global 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 Apr 21

DurationReturns
1 Month 8.1%
3 Month 8.6%
6 Month 19.9%
1 Year 43.6%
3 Year 12.3%
5 Year 13.4%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 200.69 Yr.
Rohit Seksaria30 Dec 173.25 Yr.

Data below for Sundaram Global Advantage Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Cyclical29.87%
Technology25.02%
Communication Services11.94%
Consumer Defensive9.72%
Financial Services4.54%
Industrials4.24%
Asset Allocation
Asset ClassValue
Cash14.68%
Equity85.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
95%₹51 Cr6,110,097
↑ 187,394
Treps
Net Current Assets | -
4%₹2 Cr
Reverse Repo
CBLO/Reverse Repo | -
0%₹0 Cr
Cash And Other Net Curent Assets
Net Current Assets | -
0%₹0 Cr

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 18.3% since its launch.  Ranked 55 in Focused category.  Return for 2020 was 11.9% , 2019 was 15% and 2018 was 1.2% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (09 Apr 21) ₹230.148 ↓ -0.66   (-0.29 %)
Net Assets (Cr) ₹1,217 on 28 Feb 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.67
Information Ratio -0.27
Alpha Ratio -6.35
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,913
31 Mar 18₹13,643
31 Mar 19₹15,247
31 Mar 20₹12,056
31 Mar 21₹19,395

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 ₹436,710.
Net Profit of ₹136,710
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 Apr 21

DurationReturns
1 Month -1.9%
3 Month 3%
6 Month 23.5%
1 Year 51.8%
3 Year 11.9%
5 Year 14.9%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 210.1 Yr.
Rahul Baijal10 Oct 164.48 Yr.

Data below for Sundaram Select Focus Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services37.99%
Technology17.89%
Energy11.6%
Consumer Defensive6.1%
Communication Services5.8%
Industrials5.59%
Basic Materials3.41%
Health Care3.4%
Consumer Cyclical2.16%
Real Estate2.11%
Utility2%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity98.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
10%₹120 Cr780,385
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹117 Cr1,949,927
↓ -230,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
9%₹107 Cr854,970
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹91 Cr438,562
↑ 29,123
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹71 Cr1,268,661
↓ -32,944
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 19 | LT
6%₹68 Cr471,874
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
5%₹59 Cr233,917
↑ 307
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
5%₹59 Cr815,112
↑ 160,655
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
5%₹58 Cr199,298
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | HCLTECH
4%₹53 Cr580,857

3. 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 13.7% since its launch.  Ranked 23 in Sectoral category.  Return for 2020 was 2.7% , 2019 was 26.4% and 2018 was -3.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (09 Apr 21) ₹52.1115 ↓ -0.44   (-0.84 %)
Net Assets (Cr) ₹328 on 28 Feb 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio 0.55
Information Ratio -1.04
Alpha Ratio 1.35
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 Mar 16₹10,000
31 Mar 17₹13,819
31 Mar 18₹14,650
31 Mar 19₹16,272
31 Mar 20₹12,212
31 Mar 21₹20,875

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 ₹458,689.
Net Profit of ₹158,689
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 Apr 21

DurationReturns
1 Month -6.7%
3 Month 1.1%
6 Month 32.9%
1 Year 59.7%
3 Year 11%
5 Year 16.2%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 200.69 Yr.
Rahul Baijal1 Apr 192 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services95.06%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
21%₹70 Cr457,468
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
14%₹47 Cr787,588
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
12%₹41 Cr161,518
↓ -24,389
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹29 Cr400,380
↑ 60,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 20 | CHOLAFIN
5%₹16 Cr316,141
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹16 Cr398,284
↑ 90,957
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 19 | M&MFIN
4%₹13 Cr636,752
↓ -78,370
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹13 Cr70,301
↓ -17,220
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 542867
3%₹10 Cr449,234
↑ 140,747
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532978
3%₹10 Cr9,946

4. 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 11.1% 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% .

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 (09 Apr 21) ₹44.1225 ↓ -0.24   (-0.53 %)
Net Assets (Cr) ₹1,479 on 28 Feb 21
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.6
Information Ratio -0.17
Alpha Ratio -12.69
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,933
31 Mar 18₹14,663
31 Mar 19₹15,933
31 Mar 20₹11,854
31 Mar 21₹20,253

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 ₹447,579.
Net Profit of ₹147,579
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 Apr 21

DurationReturns
1 Month -2.2%
3 Month 6.8%
6 Month 28.3%
1 Year 61.7%
3 Year 10.5%
5 Year 15.7%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 210.1 Yr.
Rahul Baijal24 Feb 210.1 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services31.24%
Consumer Cyclical12.58%
Industrials11.75%
Technology9.64%
Energy8.1%
Basic Materials7.94%
Health Care6.51%
Consumer Defensive4.34%
Communication Services2.95%
Real Estate2.19%
Asset Allocation
Asset ClassValue
Cash2.77%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹84 Cr400,896
↑ 70,896
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹61 Cr1,019,172
↓ -60,906
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹59 Cr387,369
↓ -4,150
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 20 | 500271
4%₹57 Cr656,577
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 20 | LT
4%₹55 Cr380,598
↓ -4,189
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 19 | FEDERALBNK
4%₹53 Cr6,354,994
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 540611
3%₹51 Cr451,305
↓ -24,247
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | 500480
3%₹50 Cr637,198
↓ -37,888
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹44 Cr353,469
↓ -29,941
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹44 Cr783,998
↓ -16,078

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 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% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (09 Apr 21) ₹122.365 ↓ -0.42   (-0.34 %)
Net Assets (Cr) ₹2,395 on 28 Feb 21
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.64
Information Ratio -1.34
Alpha Ratio -9.72
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,913
31 Mar 18₹14,230
31 Mar 19₹14,599
31 Mar 20₹10,256
31 Mar 21₹17,443

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 ₹415,684.
Net Profit of ₹115,684
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 Apr 21

DurationReturns
1 Month -1.9%
3 Month 4.8%
6 Month 27.4%
1 Year 61.8%
3 Year 5.9%
5 Year 12.2%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath23 Jul 200.69 Yr.
Rohit Seksaria24 Feb 210.1 Yr.

Data below for Sundaram Diversified Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.33%
Industrials11.56%
Technology11.25%
Basic Materials9.33%
Consumer Cyclical8.98%
Energy8.36%
Consumer Defensive8.16%
Health Care5.55%
Communication Services2.86%
Utility0.18%
Asset Allocation
Asset ClassValue
Cash0.43%
Equity99.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
7%₹180 Cr1,170,000
↓ -30,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹168 Cr807,500
↓ -32,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
6%₹149 Cr2,500,000
↓ -70,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
6%₹133 Cr1,060,000
↓ -25,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
5%₹121 Cr478,000
↓ -6,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
4%₹105 Cr1,450,000
↓ -50,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹73 Cr700,000
↓ -30,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 19 | HCLTECH
3%₹72 Cr792,000
↓ -65,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹69 Cr1,233,000
↓ -97,000
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 18 | 539978
3%₹65 Cr860,000
↓ -50,000

6. 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 11.4% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (09 Apr 21) ₹49.7896 ↑ 0.04   (0.09 %)
Net Assets (Cr) ₹1,362 on 28 Feb 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.46
Information Ratio -0.91
Alpha Ratio -14.38
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 Mar 16₹10,000
31 Mar 17₹14,150
31 Mar 18₹15,726
31 Mar 19₹16,077
31 Mar 20₹12,194
31 Mar 21₹18,933

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 ₹426,080.
Net Profit of ₹126,080
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 Apr 21

DurationReturns
1 Month -1.6%
3 Month 0.3%
6 Month 22.4%
1 Year 47.2%
3 Year 5%
5 Year 13.9%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath25 Apr 182.94 Yr.
Rohit Seksaria23 Jul 200.69 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Defensive29.01%
Consumer Cyclical25.87%
Financial Services20.11%
Basic Materials14.95%
Industrials5.9%
Technology2.21%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
6%₹85 Cr1,400,000
↓ -200,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹83 Cr800,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹77 Cr360,000
↓ -20,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
6%₹77 Cr950,000
↓ -6,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
5%₹72 Cr470,000
↓ -1,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
5%₹64 Cr1,650,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹63 Cr1,050,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
5%₹61 Cr270,000
↓ -18,250
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
4%₹61 Cr625,000
↓ -5,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 19 | VOLTAS
4%₹59 Cr575,000
↓ -25,000

7. 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 24.3% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (09 Apr 21) ₹584.929 ↓ -1.98   (-0.34 %)
Net Assets (Cr) ₹6,230 on 28 Feb 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.62
Information Ratio -0.5
Alpha Ratio -12.29
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 Mar 16₹10,000
31 Mar 17₹13,569
31 Mar 18₹15,160
31 Mar 19₹14,343
31 Mar 20₹10,040
31 Mar 21₹17,549

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 ₹415,684.
Net Profit of ₹115,684
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 Apr 21

DurationReturns
1 Month -1.3%
3 Month 7.8%
6 Month 35.3%
1 Year 70.2%
3 Year 4.2%
5 Year 12.3%
10 Year
15 Year
Since launch 24.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 210.1 Yr.
Ratish Varier24 Feb 210.1 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Cyclical21.21%
Financial Services19.92%
Industrials18.6%
Basic Materials13.47%
Technology8.38%
Health Care7.74%
Consumer Defensive4.9%
Communication Services2.34%
Utility1.7%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹224 Cr2,311,855
↓ -142,573
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
4%₹223 Cr630,000
↓ -44,981
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹180 Cr590,000
↓ -10,000
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹176 Cr2,027,701
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹171 Cr2,175,000
↓ -74,713
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹167 Cr3,220,000
↓ -2,049
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹162 Cr670,000
↓ -15,977
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹158 Cr18,952,752
Quess Corp Ltd (Industrials)
Equity, Since 30 Nov 17 | 539978
2%₹145 Cr1,934,541
↓ -21,275
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
2%₹141 Cr1,386,681
↓ -71,689

8. 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 9.4% since its launch.  Return for 2020 was 10.4% , 2019 was 2.2% and 2018 was -21.9% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (09 Apr 21) ₹40.3989 ↓ -0.11   (-0.27 %)
Net Assets (Cr) ₹544 on 28 Feb 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio 0.71
Information Ratio -0.81
Alpha Ratio -5.82
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 Mar 16₹10,000
31 Mar 17₹12,969
31 Mar 18₹14,946
31 Mar 19₹14,142
31 Mar 20₹9,297
31 Mar 21₹17,365

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 ₹405,518.
Net Profit of ₹105,518
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 Apr 21

DurationReturns
1 Month -1.9%
3 Month 11.1%
6 Month 42%
1 Year 79.1%
3 Year 4%
5 Year 12%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath1 Apr 192 Yr.
Ratish Varier23 Jul 200.69 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials46.64%
Basic Materials16.83%
Energy11.78%
Financial Services8.01%
Technology4.47%
Real Estate4.26%
Communication Services3.88%
Utility3.73%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 09 | LT
9%₹46 Cr321,736
↑ 27,323
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹41 Cr198,210
↑ 42,885
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 12 | RAMCOCEM
6%₹35 Cr362,486
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
5%₹30 Cr498,729
↓ -6,535
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 17 | 532929
4%₹23 Cr800,000
Timken India Ltd (Industrials)
Equity, Since 31 Oct 14 | 522113
4%₹23 Cr176,872
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 May 09 | 517174
4%₹22 Cr4,895
↓ -656
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
4%₹22 Cr252,093
↓ -92,893
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹21 Cr380,000
↑ 36,222
JK Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | JKCEMENT
3%₹19 Cr70,820

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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