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ইক্যুইটিগুলির জন্য সুন্দরম মিউচুয়াল ফান্ড দ্বারা সেরা এসআইপি তহবিল
(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 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 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 (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 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 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,443.52
↓ -2.99 ₹13,345 100 3 3.8 5.8 25.1 22.1 4.1 Sundaram Global Advantage Fund Growth ₹40.5264
↑ 0.38 ₹149 100 6.4 15.9 25.1 22.6 13.2 23.9 Sundaram Infrastructure Advantage Fund Growth ₹97.7449
↓ -0.59 ₹961 100 2.8 1 6.5 22.5 22.5 4.1 Sundaram Small Cap Fund Growth ₹262.908
↓ -1.64 ₹3,450 100 0.7 0 2.9 20.8 22 0.4 Sundaram Financial Services Opportunities Fund Growth ₹112.974
↑ 0.13 ₹1,666 100 9.6 6.6 19.9 19.6 17.2 16.9 Sundaram Large and Mid Cap Fund Growth ₹88.7573
↓ -0.17 ₹7,047 100 3.1 3.5 5.3 17.4 17 3.6 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Rural and Consumption Fund Growth ₹97.6045
↓ -0.41 ₹1,628 100 -1.3 -0.6 -1.2 16.3 14.9 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Global Advantage Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Select Focus Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹13,345 Cr). Bottom quartile AUM (₹149 Cr). Bottom quartile AUM (₹961 Cr). Upper mid AUM (₹3,450 Cr). Upper mid AUM (₹1,666 Cr). Top quartile AUM (₹7,047 Cr). Lower mid AUM (₹1,354 Cr). Lower mid AUM (₹1,628 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (19+ yrs). Point 3 Rating: 4★ (top quartile). Rating: 2★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.07% (top quartile). 5Y return: 13.24% (bottom quartile). 5Y return: 22.47% (top quartile). 5Y return: 21.96% (upper mid). 5Y return: 17.24% (lower mid). 5Y return: 17.00% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 14.86% (bottom quartile). Point 6 3Y return: 25.08% (top quartile). 3Y return: 22.56% (top quartile). 3Y return: 22.51% (upper mid). 3Y return: 20.82% (upper mid). 3Y return: 19.64% (lower mid). 3Y return: 17.35% (lower mid). 3Y return: 17.03% (bottom quartile). 3Y return: 16.28% (bottom quartile). Point 7 1Y return: 5.76% (lower mid). 1Y return: 25.07% (top quartile). 1Y return: 6.53% (upper mid). 1Y return: 2.86% (bottom quartile). 1Y return: 19.91% (upper mid). 1Y return: 5.32% (lower mid). 1Y return: 24.49% (top quartile). 1Y return: -1.16% (bottom quartile). Point 8 Alpha: -1.35 (upper mid). Alpha: 0.00 (top quartile). Alpha: -6.82 (bottom quartile). Alpha: 4.26 (top quartile). Alpha: -4.35 (lower mid). Alpha: -3.33 (upper mid). Alpha: -5.62 (lower mid). Alpha: -7.12 (bottom quartile). Point 9 Sharpe: 0.09 (upper mid). Sharpe: 1.27 (top quartile). Sharpe: -0.01 (lower mid). Sharpe: -0.13 (bottom quartile). Sharpe: 0.52 (upper mid). Sharpe: -0.02 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.15 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.12 (upper mid). Information ratio: -0.14 (lower mid). Information ratio: 0.63 (top quartile). Information ratio: -0.72 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.32 (lower mid). Sundaram Mid Cap Fund
Sundaram Global Advantage Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap Fund
Sundaram Select Focus Fund
Sundaram Rural and Consumption Fund
সম্পদ >= 100 কোটি & সাজানো হয়েছে3 বছরসিএজিআর রিটার্নস.1. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (06 Jan 26) ₹1,443.52 ↓ -2.99 (-0.21 %) Net Assets (Cr) ₹13,345 on 30 Nov 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.09 Information Ratio 0.15 Alpha Ratio -1.35 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,749 31 Dec 22 ₹14,414 31 Dec 23 ₹20,231 31 Dec 24 ₹26,707 31 Dec 25 ₹27,800 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 0.7% 3 Month 3% 6 Month 3.8% 1 Year 5.8% 3 Year 25.1% 5 Year 22.1% 10 Year 15 Year Since launch 23.6% 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 4.77 Yr. Ratish Varier 24 Feb 21 4.77 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.47% Consumer Cyclical 15.93% Industrials 14.16% Health Care 10.33% Basic Materials 9.51% Technology 6.13% Consumer Defensive 6.1% Real Estate 3.71% Communication Services 2.49% Utility 2.32% Energy 2.11% Asset Allocation
Asset Class Value Cash 5.72% Equity 94.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹554 Cr 1,237,533
↓ -36,220 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹440 Cr 11,843,703
↓ -77,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹412 Cr 1,731,201
↑ 18,600 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹334 Cr 1,158,576
↓ -20,966 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹330 Cr 3,592,166 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹306 Cr 11,865,970 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹305 Cr 1,279,167
↑ 1,047,803 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5394372% ₹304 Cr 37,978,844 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹292 Cr 1,527,449
↑ 37,662 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹285 Cr 5,641,735
↑ 76,401 2. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (05 Jan 26) ₹40.5264 ↑ 0.38 (0.94 %) Net Assets (Cr) ₹149 on 30 Nov 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.27 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 Dec 20 ₹10,000 31 Dec 21 ₹11,849 31 Dec 22 ₹10,022 31 Dec 23 ₹13,043 31 Dec 24 ₹14,757 31 Dec 25 ₹18,285 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 2.1% 3 Month 6.4% 6 Month 15.9% 1 Year 25.1% 3 Year 22.6% 5 Year 13.2% 10 Year 15 Year Since launch 7.9% 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 1.67 Yr. Data below for Sundaram Global Advantage Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 34.25% Consumer Cyclical 20.59% Financial Services 14.97% Communication Services 13.27% Consumer Defensive 9.95% Industrials 4.53% Asset Allocation
Asset Class Value Cash 2.45% Equity 97.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹145 Cr 8,905,340
↑ 186,770 Treps
CBLO/Reverse Repo | -3% ₹4 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 3. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (06 Jan 26) ₹97.7449 ↓ -0.59 (-0.60 %) Net Assets (Cr) ₹961 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio -0.01 Information Ratio -0.12 Alpha Ratio -6.82 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹14,950 31 Dec 22 ₹15,265 31 Dec 23 ₹21,625 31 Dec 24 ₹26,778 31 Dec 25 ₹27,887 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 1.5% 3 Month 2.8% 6 Month 1% 1 Year 6.5% 3 Year 22.5% 5 Year 22.5% 10 Year 15 Year Since launch 11.9% 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 Clyton Fernandes 10 Dec 25 0 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 39.12% Energy 11.86% Communication Services 11.63% Utility 11.42% Consumer Cyclical 6.86% Basic Materials 6.12% Financial Services 4.13% Real Estate 2.19% Technology 1.09% Health Care 0.95% Asset Allocation
Asset Class Value Cash 4.62% Equity 95.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹87 Cr 415,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹85 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹80 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹44 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹32 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹28 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹22 Cr 800,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹21 Cr 575,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹20 Cr 200,000 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (06 Jan 26) ₹262.908 ↓ -1.64 (-0.62 %) Net Assets (Cr) ₹3,450 on 30 Nov 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.13 Information Ratio -0.14 Alpha Ratio 4.26 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 20 ₹10,000 31 Dec 21 ₹16,035 31 Dec 22 ₹15,696 31 Dec 23 ₹22,805 31 Dec 24 ₹27,155 31 Dec 25 ₹27,262 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 1.2% 3 Month 0.7% 6 Month 0% 1 Year 2.9% 3 Year 20.8% 5 Year 22% 10 Year 15 Year Since launch 16.9% 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 3.08 Yr. Data below for Sundaram Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.39% Financial Services 19.4% Industrials 18.92% Health Care 12.01% Basic Materials 8.75% Communication Services 5.1% Technology 4.57% Consumer Defensive 2.57% Real Estate 2.33% Utility 1.03% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.36% Debt 0.04% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹112 Cr 1,681,362 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹109 Cr 430,300
↑ 30,400 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹105 Cr 431,921 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹102 Cr 1,434,521 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹99 Cr 140,821 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹98 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹96 Cr 933,628
↑ 18,860 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹95 Cr 569,587
↑ 39,551 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 953,608 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹85 Cr 4,603,530 5. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (06 Jan 26) ₹112.974 ↑ 0.13 (0.11 %) Net Assets (Cr) ₹1,666 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.52 Information Ratio 0.63 Alpha Ratio -4.35 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,534 31 Dec 22 ₹13,469 31 Dec 23 ₹17,661 31 Dec 24 ₹18,909 31 Dec 25 ₹22,112 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 3.7% 3 Month 9.6% 6 Month 6.6% 1 Year 19.9% 3 Year 19.6% 5 Year 17.2% 10 Year 15 Year Since launch 14.8% 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 7.92 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 96.07% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.07% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹314 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹197 Cr 1,416,021
↑ 24,039 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹166 Cr 1,297,927 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹98 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV5% ₹83 Cr 397,562
↑ 56,063 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK5% ₹78 Cr 4,243,632 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹73 Cr 857,649
↓ -145,949 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹66 Cr 1,606,226
↓ -37,816 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | BANKBARODA4% ₹64 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹60 Cr 665,351 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (06 Jan 26) ₹88.7573 ↓ -0.17 (-0.19 %) Net Assets (Cr) ₹7,047 on 30 Nov 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.02 Information Ratio -0.72 Alpha Ratio -3.33 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 20 ₹10,000 31 Dec 21 ₹14,205 31 Dec 22 ₹14,016 31 Dec 23 ₹17,779 31 Dec 24 ₹21,525 31 Dec 25 ₹22,292 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 0.7% 3 Month 3.1% 6 Month 3.5% 1 Year 5.3% 3 Year 17.4% 5 Year 17% 10 Year 15 Year Since launch 12.3% 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 1.42 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 29.26% Consumer Cyclical 13.46% Industrials 11.18% Health Care 9.7% Basic Materials 7.5% Energy 6.98% Communication Services 5.14% Technology 4.8% Consumer Defensive 4.33% Real Estate 2.75% Utility 1.68% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹406 Cr 4,029,925 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹315 Cr 2,010,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹233 Cr 2,375,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹203 Cr 1,465,000
↓ -135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹189 Cr 900,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹187 Cr 1,200,000
↑ 240,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK2% ₹173 Cr 1,350,000
↑ 150,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹149 Cr 700,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | M&MFIN2% ₹148 Cr 3,977,000
↓ -23,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹144 Cr 200,000
↑ 10,000 7. 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 Dec 20 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 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 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (06 Jan 26) ₹97.6045 ↓ -0.41 (-0.42 %) Net Assets (Cr) ₹1,628 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.22 Information Ratio -0.32 Alpha Ratio -7.12 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 20 ₹10,000 31 Dec 21 ₹11,935 31 Dec 22 ₹13,050 31 Dec 23 ₹16,998 31 Dec 24 ₹20,413 31 Dec 25 ₹20,399 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -1.4% 3 Month -1.3% 6 Month -0.6% 1 Year -1.2% 3 Year 16.3% 5 Year 14.9% 10 Year 15 Year Since launch 12.3% 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 Ratish Varier 1 Jan 22 3.92 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.89% Consumer Defensive 30.63% Communication Services 12.24% Health Care 3.56% Financial Services 3.06% Real Estate 1.85% Basic Materials 1.7% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹170 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M10% ₹159 Cr 423,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹110 Cr 446,824 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹87 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹83 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 40,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹58 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹56 Cr 443,054 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹55 Cr 225,560
কিভাবে SIP বিনিয়োগ বৃদ্ধি পায়?
আপনার কেমন জানতে চাইএসআইপি বিনিয়োগ আপনি একটি নির্দিষ্ট সময়ের জন্য মাসিক একটি নির্দিষ্ট পরিমাণ বিনিয়োগ করলে বাড়বে? আমরা আপনাকে একটি উদাহরণ দিয়ে ব্যাখ্যা করব।
এসআইপি ক্যালকুলেটর বা এসআইপি রিটার্ন ক্যালকুলেটর
এসআইপি ক্যালকুলেটর সাধারণত ইনপুট নেয় যেমন এসআইপি বিনিয়োগের পরিমাণ (লক্ষ্য), বিনিয়োগের জন্য কত বছর প্রয়োজন, প্রত্যাশিতমুদ্রাস্ফীতি হার (এর জন্য একটি অ্যাকাউন্ট প্রয়োজন!) এবং প্রত্যাশিত রিটার্ন। সুতরাং, কেউ একটি লক্ষ্য অর্জনের জন্য প্রয়োজনীয় এসআইপি রিটার্ন গণনা করতে পারে!
ধরুন, আপনি যদি 10 টাকা বিনিয়োগ করেন,000 10 বছরের জন্য, দেখুন কিভাবে আপনার SIP বিনিয়োগ বৃদ্ধি পায়-
মাসিক বিনিয়োগ: INR 10,000
বিনিয়োগের সময়কাল: 10 বছর
মোট বিনিয়োগকৃত পরিমাণ: INR 12,00,000
দীর্ঘমেয়াদী বৃদ্ধির হার (প্রায়): 15%
অনুযায়ী প্রত্যাশিত রিটার্নচুমুক ক্যালকুলেটর: INR 27,86,573
মোট লাভ: INR 15,86,573 (পরম প্রত্যাবর্তন= 132.2%)
উপরের গণনাগুলি দেখায় যে আপনি যদি 10 বছরের জন্য মাসে 10,000 টাকা বিনিয়োগ করেন (মোট INR12,00,000) তুমি উপার্জন করবেINR 27,86,573, যার মানে আপনি যে নেট লাভ করেন তাINR 15,86,573. এটা কি দারুণ না!
অনলাইনে সুন্দরম এএমসি ফান্ডে কীভাবে বিনিয়োগ করবেন?
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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Research Highlights for Sundaram Mid Cap Fund