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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 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 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
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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,361.02
↑ 4.73 ₹13,293 100 -5.2 -0.8 11.5 24 21.1 4.1 Sundaram Global Advantage Fund Growth ₹40.487
↑ 0.06 ₹156 100 5.6 13.8 19.1 21.6 13.2 23.9 Sundaram Infrastructure Advantage Fund Growth ₹91.0704
↑ 0.66 ₹947 100 -6 -3.7 7.4 20.9 21.3 4.1 Sundaram Financial Services Opportunities Fund Growth ₹109.98
↑ 1.46 ₹1,661 100 2.5 6 23.8 20.1 17.7 16.9 Sundaram Small Cap Fund Growth ₹244.481
↑ 0.84 ₹3,401 100 -8 -5.9 5.4 18.7 21 0.4 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Large and Mid Cap Fund Growth ₹84.0589
↑ 0.39 ₹6,987 100 -5 -0.5 8.7 16.3 16.2 3.6 Sundaram Rural and Consumption Fund Growth ₹90.1659
↓ -0.71 ₹1,584 100 -11.7 -7.3 -0.6 14.5 13.6 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Global Advantage Fund Sundaram Infrastructure Advantage Fund Sundaram Financial Services Opportunities Fund Sundaram Small Cap Fund Sundaram Select Focus Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹13,293 Cr). Bottom quartile AUM (₹156 Cr). Bottom quartile AUM (₹947 Cr). Upper mid AUM (₹1,661 Cr). Upper mid AUM (₹3,401 Cr). Lower mid AUM (₹1,354 Cr). Top quartile AUM (₹6,987 Cr). Lower mid AUM (₹1,584 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (18+ 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.05% (top quartile). 5Y return: 13.17% (bottom quartile). 5Y return: 21.34% (top quartile). 5Y return: 17.69% (upper mid). 5Y return: 20.99% (upper mid). 5Y return: 17.29% (lower mid). 5Y return: 16.17% (lower mid). 5Y return: 13.60% (bottom quartile). Point 6 3Y return: 24.01% (top quartile). 3Y return: 21.64% (top quartile). 3Y return: 20.95% (upper mid). 3Y return: 20.06% (upper mid). 3Y return: 18.72% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 16.30% (bottom quartile). 3Y return: 14.49% (bottom quartile). Point 7 1Y return: 11.46% (upper mid). 1Y return: 19.13% (upper mid). 1Y return: 7.41% (lower mid). 1Y return: 23.78% (top quartile). 1Y return: 5.35% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 8.69% (lower mid). 1Y return: -0.58% (bottom quartile). Point 8 Alpha: -1.77 (upper mid). Alpha: 0.00 (top quartile). Alpha: -9.98 (bottom quartile). Alpha: -2.54 (upper mid). Alpha: 3.98 (top quartile). Alpha: -5.62 (lower mid). Alpha: -4.36 (lower mid). Alpha: -8.82 (bottom quartile). Point 9 Sharpe: -0.01 (lower mid). Sharpe: 1.26 (top quartile). Sharpe: 0.00 (upper mid). Sharpe: 0.73 (upper mid). Sharpe: -0.16 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.13 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.15 (upper mid). Information ratio: 0.60 (top quartile). Information ratio: -0.20 (lower mid). Information ratio: -0.52 (lower mid). Information ratio: -0.78 (bottom quartile). Information ratio: -0.52 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Global Advantage Fund
Sundaram Infrastructure Advantage Fund
Sundaram Financial Services Opportunities Fund
Sundaram Small Cap Fund
Sundaram Select Focus Fund
Sundaram Large and Mid Cap 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 (27 Jan 26) ₹1,361.02 ↑ 4.73 (0.35 %) Net Assets (Cr) ₹13,293 on 31 Dec 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.01 Information Ratio 0.13 Alpha Ratio -1.77 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 27 Jan 26 Duration Returns 1 Month -4.8% 3 Month -5.2% 6 Month -0.8% 1 Year 11.5% 3 Year 24% 5 Year 21.1% 10 Year 15 Year Since launch 23.3% 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 4.85 Yr. Ratish Varier 24 Feb 21 4.85 Yr. Data below for Sundaram Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 22.43% Consumer Cyclical 15.55% Industrials 14.51% Basic Materials 9.84% Health Care 9.78% Consumer Defensive 6.25% Technology 6.11% Real Estate 3.8% Utility 2.45% Communication Services 2.41% Energy 2.31% Asset Allocation
Asset Class Value Cash 4.54% Equity 95.44% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹513 Cr 1,157,021
↓ -80,512 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹465 Cr 11,544,032
↓ -299,671 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹392 Cr 1,730,022
↓ -1,179 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹363 Cr 1,158,576 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹325 Cr 37,978,844 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹317 Cr 11,865,970 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹307 Cr 6,144,382 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹287 Cr 5,916,197
↑ 274,462 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹275 Cr 3,663,821
↑ 3,467 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5433902% ₹268 Cr 1,468,580 2. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (23 Jan 26) ₹40.487 ↑ 0.06 (0.14 %) Net Assets (Cr) ₹156 on 31 Dec 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.26 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 27 Jan 26 Duration Returns 1 Month 1.2% 3 Month 5.6% 6 Month 13.8% 1 Year 19.1% 3 Year 21.6% 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 1.75 Yr. Data below for Sundaram Global Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Technology 34.52% Consumer Cyclical 20.91% Financial Services 15.26% Communication Services 12.66% Consumer Defensive 9.43% Industrials 4.62% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -97% ₹152 Cr 9,147,276
↑ 241,935 Treps
CBLO/Reverse Repo | -3% ₹5 Cr Cash And Other Net Current Assets
CBLO | -1% -₹1 Cr 3. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (27 Jan 26) ₹91.0704 ↑ 0.66 (0.72 %) Net Assets (Cr) ₹947 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0 Information Ratio -0.15 Alpha Ratio -9.98 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 27 Jan 26 Duration Returns 1 Month -5.7% 3 Month -6% 6 Month -3.7% 1 Year 7.4% 3 Year 20.9% 5 Year 21.3% 10 Year 15 Year Since launch 11.5% 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 0.06 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 38.73% Energy 12.18% Communication Services 11.91% Utility 11.39% Consumer Cyclical 7.06% Basic Materials 6.23% Financial Services 4.13% Real Estate 2.15% Health Care 0.93% Technology 0.51% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% 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% ₹86 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 | 5325555% ₹44 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹33 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹27 Cr 675,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹22 Cr 575,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹21 Cr 800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹20 Cr 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5321742% ₹19 Cr 145,000 4. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (27 Jan 26) ₹109.98 ↑ 1.46 (1.35 %) Net Assets (Cr) ₹1,661 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.73 Information Ratio 0.6 Alpha Ratio -2.54 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 27 Jan 26 Duration Returns 1 Month 1.2% 3 Month 2.5% 6 Month 6% 1 Year 23.8% 3 Year 20.1% 5 Year 17.7% 10 Year 15 Year Since launch 14.6% 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 8.01 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 97.43% Asset Allocation
Asset Class Value Cash 2.49% Equity 97.43% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹309 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 53217411% ₹190 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹162 Cr 1,272,532
↓ -25,395 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹99 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹81 Cr 397,562 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹77 Cr 768,924
↓ -88,725 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹74 Cr 1,606,226 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹73 Cr 4,243,632 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹65 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹63 Cr 665,351 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Jan 26) ₹244.481 ↑ 0.84 (0.35 %) Net Assets (Cr) ₹3,401 on 31 Dec 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.16 Information Ratio -0.2 Alpha Ratio 3.98 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.
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 27 Jan 26 Duration Returns 1 Month -5.5% 3 Month -8% 6 Month -5.9% 1 Year 5.4% 3 Year 18.7% 5 Year 21% 10 Year 15 Year Since launch 16.5% 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 3.17 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.84% Financial Services 19.15% Industrials 18.66% Health Care 11.59% Basic Materials 9.05% Communication Services 5.37% Technology 4.64% Consumer Defensive 2.6% Real Estate 2.3% Utility 1.11% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.46% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹108 Cr 140,821 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹104 Cr 430,300 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹104 Cr 1,681,362 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹102 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹99 Cr 1,434,521 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% ₹97 Cr 933,628 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹94 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹91 Cr 953,608 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹79 Cr 4,603,530 6. 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 27 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 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (27 Jan 26) ₹84.0589 ↑ 0.39 (0.46 %) Net Assets (Cr) ₹6,987 on 31 Dec 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.07 Information Ratio -0.78 Alpha Ratio -4.36 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 27 Jan 26 Duration Returns 1 Month -4.3% 3 Month -5% 6 Month -0.5% 1 Year 8.7% 3 Year 16.3% 5 Year 16.2% 10 Year 15 Year Since launch 11.9% 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 1.5 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 30.15% Consumer Cyclical 14.15% Industrials 10.31% Health Care 9.56% Basic Materials 7.52% Energy 7.15% Communication Services 5.31% Technology 4.77% Consumer Defensive 4.39% Real Estate 2.84% Utility 1.66% Asset Allocation
Asset Class Value Cash 2.2% Equity 97.8% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹396 Cr 4,000,000
↓ -29,925 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹314 Cr 2,000,000
↓ -10,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹233 Cr 2,375,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹197 Cr 1,550,000
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹194 Cr 1,202,142
↑ 2,142 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹190 Cr 900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 5321743% ₹181 Cr 1,350,000
↓ -115,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | M&MFIN2% ₹160 Cr 3,977,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹154 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹143 Cr 350,000 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (27 Jan 26) ₹90.1659 ↓ -0.71 (-0.78 %) Net Assets (Cr) ₹1,584 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.38 Information Ratio -0.52 Alpha Ratio -8.82 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 27 Jan 26 Duration Returns 1 Month -7.8% 3 Month -11.7% 6 Month -7.3% 1 Year -0.6% 3 Year 14.5% 5 Year 13.6% 10 Year 15 Year Since launch 11.8% 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 4 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 46.69% Consumer Defensive 28.55% Communication Services 12.61% Health Care 3.72% Financial Services 3.1% Real Estate 1.96% Basic Materials 1.68% Industrials 0.53% Asset Allocation
Asset Class Value Cash 1.17% Equity 98.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL11% ₹171 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M10% ₹157 Cr 423,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹124 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹103 Cr 446,824 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹86 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹80 Cr 2,892,836 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹71 Cr 42,610
↑ 2,366 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 83,568
↑ 4,541 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹57 Cr 443,054 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹50 Cr 116,393
↑ 11,623
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