+91-22-48913909Best Sundaram SIP Mutual Funds 2026
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 2026. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
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Fund Selection Methodology used to find 8 funds
Best SIP Funds by Sundaram Mutual Funds for Equities
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,268.15
↓ -29.76 ₹13,235 100 -10.8 -7.2 2.7 21.6 17.2 4.1 Sundaram Infrastructure Advantage Fund Growth ₹90.1633
↓ -1.55 ₹964 100 -5.8 -4.1 5.2 20.4 17.6 4.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Small Cap Fund Growth ₹226.445
↓ -4.34 ₹3,306 100 -11.6 -11 1 16.4 16.5 0.4 Sundaram Global Advantage Fund Growth ₹37.5838
↓ -0.85 ₹157 100 -6.3 0 16.4 15.7 10.8 23.9 Sundaram Financial Services Opportunities Fund Growth ₹93.3866
↓ -3.37 ₹1,684 100 -14.3 -6.8 -1.9 14.2 11.7 16.9 Sundaram Large and Mid Cap Fund Growth ₹76.5033
↓ -1.72 ₹6,868 100 -12.4 -9.4 -2.8 13.8 11.7 3.6 Sundaram Rural and Consumption Fund Growth ₹80.965
↓ -1.90 ₹1,458 100 -16.6 -17.2 -8.9 11.3 10.4 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Mar 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Global Advantage Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹13,235 Cr). Bottom quartile AUM (₹964 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,306 Cr). Bottom quartile AUM (₹157 Cr). Upper mid AUM (₹1,684 Cr). Top quartile AUM (₹6,868 Cr). Lower mid AUM (₹1,458 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.16% (upper mid). 5Y return: 17.60% (top quartile). 5Y return: 17.29% (top quartile). 5Y return: 16.47% (upper mid). 5Y return: 10.75% (bottom quartile). 5Y return: 11.72% (lower mid). 5Y return: 11.66% (lower mid). 5Y return: 10.37% (bottom quartile). Point 6 3Y return: 21.57% (top quartile). 3Y return: 20.42% (top quartile). 3Y return: 17.03% (upper mid). 3Y return: 16.42% (upper mid). 3Y return: 15.73% (lower mid). 3Y return: 14.15% (lower mid). 3Y return: 13.85% (bottom quartile). 3Y return: 11.29% (bottom quartile). Point 7 1Y return: 2.68% (upper mid). 1Y return: 5.15% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: 0.96% (lower mid). 1Y return: 16.36% (top quartile). 1Y return: -1.93% (lower mid). 1Y return: -2.76% (bottom quartile). 1Y return: -8.89% (bottom quartile). Point 8 Alpha: 2.64 (upper mid). Alpha: 5.10 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: 6.09 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.59 (lower mid). Alpha: 1.18 (upper mid). Alpha: -8.06 (bottom quartile). Point 9 Sharpe: 1.49 (top quartile). Sharpe: 1.47 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 1.01 (lower mid). Sharpe: 0.91 (bottom quartile). Sharpe: 1.19 (lower mid). Sharpe: 1.24 (upper mid). Sharpe: 0.03 (bottom quartile). Point 10 Information ratio: 0.16 (top quartile). Information ratio: -0.07 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.31 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.56 (top quartile). Information ratio: -0.75 (bottom quartile). Information ratio: -0.67 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Global Advantage Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap Fund
Sundaram Rural and Consumption Fund
*List of Funds based on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. 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 Research Highlights for Sundaram Infrastructure Advantage Fund Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus 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. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap 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. Research Highlights for Sundaram Global Advantage Fund Below is the key information for Sundaram Global Advantage 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. Research Highlights for Sundaram Financial Services Opportunities Fund Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Research Highlights for Sundaram Large and Mid Cap Fund 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. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (30 Mar 26) ₹1,268.15 ↓ -29.76 (-2.29 %) Net Assets (Cr) ₹13,235 on 28 Feb 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.49 Information Ratio 0.16 Alpha Ratio 2.64 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 Mar 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -10.9% 3 Month -10.8% 6 Month -7.2% 1 Year 2.7% 3 Year 21.6% 5 Year 17.2% 10 Year 15 Year Since launch 22.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.01 Yr. Shalav Saket 31 Dec 25 0.16 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 21.22% Industrials 16.23% Consumer Cyclical 15.62% Health Care 9.91% Basic Materials 9.67% Technology 6.68% Consumer Defensive 6.25% Real Estate 3.53% Utility 2.73% Communication Services 2.71% Energy 2.08% Asset Allocation
Asset Class Value Cash 3.27% Equity 96.71% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹533 Cr 1,087,767
↓ -31,544 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹447 Cr 1,161,757
↓ -29,598 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹430 Cr 11,498,475
↓ -13,029 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹356 Cr 1,601,739 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹312 Cr 10,399,688
↓ -182,738 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹283 Cr 2,859,289 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹281 Cr 38,278,844
↑ 300,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹276 Cr 6,735,835 Jindal Steel Ltd (Basic Materials)
Equity, Since 30 Nov 20 | JINDALSTEL2% ₹276 Cr 2,219,329
↓ -160,889 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹275 Cr 6,264,200 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (30 Mar 26) ₹90.1633 ↓ -1.55 (-1.69 %) Net Assets (Cr) ₹964 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 1.47 Information Ratio -0.07 Alpha Ratio 5.1 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 Mar 21 ₹10,000 31 Mar 22 ₹12,438 31 Mar 23 ₹13,052 31 Mar 24 ₹20,379 31 Mar 25 ₹21,375 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -9.4% 3 Month -5.8% 6 Month -4.1% 1 Year 5.2% 3 Year 20.4% 5 Year 17.6% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 23.8% 2022 41.7% 2021 2.1% 2020 49.5% 2019 10.4% 2018 2.2% 2017 -21.9% 2016 55.5% 2015 -0.5% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Siddarth Mohta 21 Jan 26 0.1 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 39.72% Utility 12.49% Energy 11.27% Communication Services 10.71% Consumer Cyclical 7.48% Basic Materials 6.41% Financial Services 4.57% Real Estate 1.19% Health Care 1.01% Technology 0.44% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹90 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹78 Cr 415,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹71 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹51 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹35 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹30 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹24 Cr 200,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹24 Cr 800,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹22 Cr 575,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000 3. 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.
Date Value 31 Mar 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (30 Mar 26) ₹226.445 ↓ -4.34 (-1.88 %) Net Assets (Cr) ₹3,306 on 28 Feb 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 1.01 Information Ratio -0.31 Alpha Ratio 6.09 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 Mar 21 ₹10,000 31 Mar 22 ₹13,713 31 Mar 23 ₹13,694 31 Mar 24 ₹20,481 31 Mar 25 ₹21,101 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -10.1% 3 Month -11.6% 6 Month -11% 1 Year 1% 3 Year 16.4% 5 Year 16.5% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.38% Industrials 18.92% Financial Services 18.89% Health Care 11.68% Basic Materials 8.86% Communication Services 4.43% Technology 3.77% Consumer Defensive 2.63% Real Estate 2.09% Utility 1.14% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.77% Debt 0.22% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹134 Cr 352,589
↓ -77,711 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹110 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹102 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹87 Cr 1,006,386
↑ 19,175 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹82 Cr 4,443,809 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹81 Cr 451,011
↑ 19,090 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹80 Cr 106,539
↓ -25,549 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹79 Cr 1,501,698
↑ 67,177 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹78 Cr 569,645
↑ 58 5. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (27 Mar 26) ₹37.5838 ↓ -0.85 (-2.22 %) Net Assets (Cr) ₹157 on 28 Feb 26 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 0.91 Information Ratio 0 Alpha Ratio 0 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 Mar 21 ₹10,000 31 Mar 22 ₹10,600 31 Mar 23 ₹10,826 31 Mar 24 ₹13,348 31 Mar 25 ₹13,741 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -6.5% 3 Month -6.3% 6 Month 0% 1 Year 16.4% 3 Year 15.7% 5 Year 10.8% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 13.1% 2022 30.1% 2021 -15.4% 2020 18.5% 2019 21.4% 2018 17.6% 2017 -8.1% 2016 19.8% 2015 12.8% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.91 Yr. Data below for Sundaram Global Advantage Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Technology 30.64% Consumer Cyclical 22.46% Financial Services 15.29% Communication Services 12.82% Consumer Defensive 10.63% Industrials 5.5% Asset Allocation
Asset Class Value Cash 2.67% Equity 97.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -97% ₹153 Cr 9,147,276 Treps
CBLO/Reverse Repo | -3% ₹4 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 6. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (30 Mar 26) ₹93.3866 ↓ -3.37 (-3.48 %) Net Assets (Cr) ₹1,684 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 1.19 Information Ratio 0.56 Alpha Ratio 0.59 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 Mar 21 ₹10,000 31 Mar 22 ₹10,971 31 Mar 23 ₹12,068 31 Mar 24 ₹16,653 31 Mar 25 ₹18,025 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -15.3% 3 Month -14.3% 6 Month -6.8% 1 Year -1.9% 3 Year 14.2% 5 Year 11.7% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.9% 2023 7.1% 2022 31.1% 2021 16.8% 2020 15.3% 2019 2.7% 2018 26.4% 2017 -3.7% 2016 33.3% 2015 12.8% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 8.17 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 93.84% Technology 1.48% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.32% Debt 0.2% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK16% ₹276 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹195 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹168 Cr 1,217,541 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹121 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV5% ₹79 Cr 397,562 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹75 Cr 4,033,626 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹73 Cr 672,583
↓ -96,341 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | BANKBARODA4% ₹71 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹55 Cr 665,351 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK3% ₹50 Cr 1,258,746
↑ 59,361 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (30 Mar 26) ₹76.5033 ↓ -1.72 (-2.20 %) Net Assets (Cr) ₹6,868 on 28 Feb 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 1.24 Information Ratio -0.75 Alpha Ratio 1.18 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 Mar 21 ₹10,000 31 Mar 22 ₹12,428 31 Mar 23 ₹12,001 31 Mar 24 ₹16,633 31 Mar 25 ₹17,952 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -12.2% 3 Month -12.4% 6 Month -9.4% 1 Year -2.8% 3 Year 13.8% 5 Year 11.7% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.6% 2023 21.1% 2022 26.8% 2021 -1.3% 2020 42.1% 2019 7.6% 2018 10.3% 2017 0.4% 2016 36.1% 2015 7.6% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 1.66 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.64% Consumer Cyclical 14.92% Industrials 10.5% Health Care 9.97% Basic Materials 8.45% Energy 6.35% Consumer Defensive 4.76% Communication Services 4.68% Technology 3.62% Real Estate 2.55% Utility 1.71% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹342 Cr 3,850,000
↓ -150,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹279 Cr 2,000,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹271 Cr 2,253,000
↓ -47,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹225 Cr 1,625,000
↑ 75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹179 Cr 1,300,000
↓ -50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹169 Cr 900,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹163 Cr 205,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹156 Cr 1,200,000
↓ -62,142 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹150 Cr 350,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | M&MFIN2% ₹149 Cr 3,977,000 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (30 Mar 26) ₹80.965 ↓ -1.90 (-2.30 %) Net Assets (Cr) ₹1,458 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.03 Information Ratio -0.67 Alpha Ratio -8.06 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 Mar 21 ₹10,000 31 Mar 22 ₹11,291 31 Mar 23 ₹11,963 31 Mar 24 ₹16,448 31 Mar 25 ₹17,972 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Mar 26 Duration Returns 1 Month -10.9% 3 Month -16.6% 6 Month -17.2% 1 Year -8.9% 3 Year 11.3% 5 Year 10.4% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Rohit Seksaria 27 Feb 26 0 Yr. Shalav Saket 31 Dec 25 0.16 Yr. Anuj Bansal 27 Feb 26 0 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 47.4% Consumer Defensive 27.88% Communication Services 11.02% Health Care 4.6% Financial Services 3.21% Real Estate 1.67% Basic Materials 1.57% Industrials 1.14% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹138 Cr 735,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹137 Cr 402,064 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹104 Cr 446,824 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC7% ₹100 Cr 3,185,016 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹92 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹71 Cr 2,892,836 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹67 Cr 85,724 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹63 Cr 42,610 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹56 Cr 431,406
↓ -11,648 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹50 Cr 282,069
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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Research Highlights for Sundaram Mid Cap Fund