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शीर्ष 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं 2022 | फिनकैश

फिनकैश »सुंदरम म्यूचुअल फंड »सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं

2022 के लिए 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं

Updated on April 20, 2024 , 5497 views

सुंदरम म्यूचुअल फंड ऑफ़र करता हैश्रेणी इक्विटी, ऋण और में उत्पादों कीलिक्विड फंड रिक्त स्थान जो कई प्रकार के जोखिम, प्रतिलाभ और . को पूरा करते हैंलिक्विडिटी निवेशकों की प्राथमिकताएं। फंड हाउस की एक मजबूत शोध टीम है जो बीच में 'कल के विजेताओं' की पहचान करने में ट्रैक रिकॉर्ड रखती हैछोटी टोपी खंड। और, नियत के लिएआय फंड, टीम जोर पोर्टफोलियो की क्रेडिट गुणवत्ता पर है।

सुंदरमम्यूचुअल फंड हमेशा अभिनव रहा है और कैपेक्स जैसे नए विषयों में फंड लॉन्च करने वाला पहला व्यक्ति था,मध्यम दर्जे की कंपनियों के शेयर, लीडरशिप, रूरल इंडिया और माइक्रो कैप सीरीज ऑफ फंड्स। निवेशक अपनी योजना बना सकते हैंवित्तीय लक्ष्यों और सुंदरम द्वारा दी जाने वाली योजनाओं में निवेश करें।इक्विटी फ़ंड लंबी अवधि के निवेश लक्ष्यों के लिए चुना जा सकता है, जबकिडेट फंड अल्पावधि के लिए आदर्श हैंआय.

आप नीचे सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं। इन शीर्ष प्रदर्शन करने वाली योजनाओं को एयूएम, जैसे महत्वपूर्ण मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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sundaram

सुंदरम म्यूचुअल फंड में निवेश क्यों?

  • फंड हाउस इक्विटी, डेट और लिक्विड फंड श्रेणी में कई तरह की योजनाएं पेश करता है। निवेशक प्रत्येक योजना के जोखिम-वापसी संबंध पर विचार करने के बाद अपनी सुविधा के आधार पर योजनाओं का चयन कर सकते हैं।

  • यह म्यूचुअल फंड कंपनी इनोवेटिव प्रोडक्ट लॉन्च करने के लिए जानी जाती है। यह ग्रामीण भारत, नेतृत्व, माइक्रो कैप सीरीज ऑफ फंड्स, और कई नए विषयों में योजनाएं शुरू करने वाला पहला फंड हाउस है।

  • कंपनी के पास पोर्टफोलियो प्रबंधन सेवाओं (पीएमएस) में विशेषज्ञता वाला एक प्रभाग है जो उच्च स्तर की जरूरतों को पूरा करता हैनिवल मूल्य व्यक्तियों।

  • यह सभी व्यावसायिक व्यवहारों में उच्चतम स्तर की नैतिक प्रथाओं को प्राप्त करने का प्रयास करता है जिससे हितधारक के मूल्य में वृद्धि होती है।

सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹83.2563
↑ 0.95
₹1,365 5,000 100 1.29362014.712.530.2
Sundaram Mid Cap Fund Growth ₹1,120.33
↑ 5.49
₹10,262 5,000 100 4.922.95325.919.324.240.4
Sundaram Debt Oriented Hybrid Fund Growth ₹27.1137
↑ 0.03
₹30 5,000 250 1.5610.18.86.87.39.2
Sundaram Small Cap Fund Growth ₹229.068
↑ 1.91
₹3,056 5,000 100 416.451.728.222.517.745.3
Sundaram Large and Mid Cap Fund Growth ₹73.9409
↑ 0.13
₹6,118 5,000 100 5.218.63820.316.612.426.8
Sundaram Financial Services Opportunities Fund Growth ₹89.8819
↑ 0.22
₹1,150 100,000 100 3.414.336.520.617.114.831.1
Sundaram Diversified Equity Fund Growth ₹194.725
↑ 0.22
₹1,604 500 250 3.513.129.5181416.223.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Banking & PSU Debt Fund Growth ₹38.9587
↑ 0.02
₹351 100,000 250 1.83.76.64.75.97.36.8
Sundaram Corporate Bond Fund Growth ₹36.3257
↑ 0.01
₹780 5,000 250 1.73.76.356.96.96.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 24

1. 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 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (23 Apr 24) ₹83.2563 ↑ 0.95   (1.15 %)
Net Assets (Cr) ₹1,365 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.64
Information Ratio -0.39
Alpha Ratio 6.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,585
31 Mar 21₹11,777
31 Mar 22₹13,297
31 Mar 23₹14,088
31 Mar 24₹19,371

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 ₹436,710.
Net Profit of ₹136,710
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 23 Apr 24

DurationReturns
1 Month 2.4%
3 Month 1.2%
6 Month 9%
1 Year 36%
3 Year 20%
5 Year 14.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Rural and Consumption Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.64%
Consumer Defensive34.15%
Communication Services10.81%
Basic Materials4.08%
Health Care3.04%
Financial Services2.82%
Real Estate1.93%
Technology0.71%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹122 Cr2,991,251
↑ 541,591
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
8%₹111 Cr987,983
↑ 86,054
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹98 Cr2,458,046
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹97 Cr401,782
↑ 20,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹93 Cr255,389
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹79 Cr407,736
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹56 Cr480,998
↓ -19,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
4%₹56 Cr49,344
↓ -14,359
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹50 Cr246,492
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹44 Cr169,170

2. 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 24.2% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (23 Apr 24) ₹1,120.33 ↑ 5.49   (0.49 %)
Net Assets (Cr) ₹10,262 on 29 Feb 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.06
Information Ratio -0.84
Alpha Ratio 1.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,000
31 Mar 21₹12,235
31 Mar 22₹14,812
31 Mar 23₹15,184
31 Mar 24₹23,375

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 ₹493,520.
Net Profit of ₹193,520
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 23 Apr 24

DurationReturns
1 Month 2.9%
3 Month 4.9%
6 Month 22.9%
1 Year 53%
3 Year 25.9%
5 Year 19.3%
10 Year
15 Year
Since launch 24.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.1 Yr.
Ratish Varier24 Feb 213.1 Yr.

Data below for Sundaram Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services23.15%
Industrials20.07%
Consumer Cyclical18.03%
Health Care11.31%
Basic Materials7.55%
Technology6.2%
Utility3.03%
Real Estate2.02%
Consumer Defensive1.72%
Energy1.14%
Communication Services1.11%
Asset Allocation
Asset ClassValue
Cash4.4%
Equity95.33%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
4%₹404 Cr10,093,505
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹343 Cr1,254,035
↓ -100,965
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹338 Cr22,464,962
↑ 344,567
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹333 Cr856,810
↓ -20,974
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹331 Cr8,345,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹319 Cr914,499
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹243 Cr5,951,000
↓ -164,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
2%₹235 Cr962,560
↓ -258,992
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹233 Cr270,000
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹229 Cr5,191,133

3. Sundaram Debt Oriented Hybrid Fund

(Erstwhile Sundaram Monthly Income Plan - Aggressive Fund)

To generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments

Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2023 was 9.2% , 2022 was 2.8% and 2021 was 14.5% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (23 Apr 24) ₹27.1137 ↑ 0.03   (0.10 %)
Net Assets (Cr) ₹30 on 15 Mar 24
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.39
Information Ratio 0.43
Alpha Ratio -1.64
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹9,321
31 Mar 21₹10,746
31 Mar 22₹12,083
31 Mar 23₹12,480
31 Mar 24₹13,923

Sundaram Debt Oriented Hybrid Fund SIP Returns

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

Returns for Sundaram Debt Oriented Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month -0.1%
3 Month 1.5%
6 Month 6%
1 Year 10.1%
3 Year 8.8%
5 Year 6.8%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 9.2%
2022 2.8%
2021 14.5%
2020 7.3%
2019 0.9%
2018 -1.2%
2017 12.1%
2016 9.9%
2015 8.7%
2014 21.6%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1211.84 Yr.
S. Bharath16 May 221.88 Yr.
Sandeep Agarwal30 Sep 1211.51 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 15 Mar 24

Asset Allocation
Asset ClassValue
Cash32.15%
Equity20.97%
Debt46.62%
Other0.26%
Equity Sector Allocation
SectorValue
Financial Services8.01%
Energy2.24%
Health Care2.08%
Industrials2.04%
Technology1.94%
Consumer Defensive1.75%
Communication Services1.26%
Basic Materials0.72%
Debt Sector Allocation
SectorValue
Government46.62%
Cash Equivalent32.15%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
30%₹9 Cr900,000
7.3% Govt Stock 2053
Sovereign Bonds | -
17%₹5 Cr500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
4%₹1 Cr10,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹1 Cr2,400
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
2%₹1 Cr4,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT
2%₹1 Cr1,750
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
2%₹0 Cr4,750
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
2%₹0 Cr3,116
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | VBL
1%₹0 Cr3,000
↓ -1,250
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
1%₹0 Cr3,000
↑ 500

4. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

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

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (23 Apr 24) ₹229.068 ↑ 1.91   (0.84 %)
Net Assets (Cr) ₹3,056 on 29 Feb 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.4
Information Ratio -0.22
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,221
31 Mar 21₹12,589
31 Mar 22₹17,263
31 Mar 23₹17,238
31 Mar 24₹25,783

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month 5.1%
3 Month 4%
6 Month 16.4%
1 Year 51.7%
3 Year 28.2%
5 Year 22.5%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Rohit Seksaria1 Nov 221.42 Yr.

Data below for Sundaram Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services27.33%
Industrials15.64%
Consumer Cyclical12.21%
Technology10.91%
Health Care8.37%
Basic Materials6.3%
Consumer Defensive4.76%
Real Estate3.5%
Communication Services2.19%
Utility1.36%
Asset Allocation
Asset ClassValue
Cash4.84%
Equity95.16%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹89 Cr235,807
↓ -28,904
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹85 Cr1,102,494
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹85 Cr232,356
↓ -16,214
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
3%₹79 Cr1,441,430
↑ 222,355
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹79 Cr244,791
↓ -23,789
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹74 Cr700,492
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹71 Cr350,728
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹70 Cr1,754,986
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹65 Cr1,682,672
↑ 81,278
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹64 Cr410,580

5. 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 12.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% .

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 (23 Apr 24) ₹73.9409 ↑ 0.13   (0.18 %)
Net Assets (Cr) ₹6,118 on 29 Feb 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.09
Information Ratio -0.95
Alpha Ratio -7.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,440
31 Mar 21₹12,711
31 Mar 22₹15,797
31 Mar 23₹15,255
31 Mar 24₹21,142

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 ₹458,689.
Net Profit of ₹158,689
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 23 Apr 24

DurationReturns
1 Month 3%
3 Month 5.2%
6 Month 18.6%
1 Year 38%
3 Year 20.3%
5 Year 16.6%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -1.3%
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.86%
Industrials16.24%
Consumer Cyclical15.08%
Health Care9.65%
Technology9.2%
Consumer Defensive5.78%
Basic Materials5.46%
Energy4.45%
Communication Services2.66%
Utility1.92%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹281 Cr2,670,000
↓ -70,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹275 Cr1,960,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹254 Cr870,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹177 Cr2,360,000
↑ 215,597
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹160 Cr460,961
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹142 Cr850,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹118 Cr1,100,000
↓ -70,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹115 Cr6,943,496
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 21 | TCS
2%₹114 Cr278,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
2%₹113 Cr715,000

6. 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 14.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (23 Apr 24) ₹89.8819 ↑ 0.22   (0.25 %)
Net Assets (Cr) ₹1,150 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.41
Information Ratio 1.65
Alpha Ratio 20.12
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,505
31 Mar 21₹12,829
31 Mar 22₹14,075
31 Mar 23₹15,482
31 Mar 24₹21,364

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 ₹470,047.
Net Profit of ₹170,047
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 23 Apr 24

DurationReturns
1 Month 2.9%
3 Month 3.4%
6 Month 14.3%
1 Year 36.5%
3 Year 20.6%
5 Year 17.1%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 176.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services91.29%
Asset Allocation
Asset ClassValue
Cash4.28%
Equity95.3%
Debt0.42%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
18%₹205 Cr1,947,036
↓ -55,120
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
15%₹174 Cr1,237,369
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹106 Cr983,392
↑ 21,506
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
7%₹80 Cr1,071,439
↓ -76,013
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532810
5%₹61 Cr1,529,956
↓ -76,569
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
4%₹46 Cr440,354
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
4%₹46 Cr840,477
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹46 Cr70,227
↑ 12,887
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹43 Cr178,174
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | 543243
3%₹39 Cr3,943,039
↑ 224,752

7. 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 16.2% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (23 Apr 24) ₹194.725 ↑ 0.22   (0.11 %)
Net Assets (Cr) ₹1,604 on 29 Feb 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.8
Information Ratio -0.84
Alpha Ratio -6.91
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,025
31 Mar 21₹11,948
31 Mar 22₹14,410
31 Mar 23₹14,566
31 Mar 24₹19,063

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 ₹436,710.
Net Profit of ₹136,710
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 23 Apr 24

DurationReturns
1 Month 1.5%
3 Month 3.5%
6 Month 13.1%
1 Year 29.5%
3 Year 18%
5 Year 14%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 222.25 Yr.
Rohit Seksaria24 Feb 213.1 Yr.

Data below for Sundaram Diversified Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.48%
Technology11.16%
Consumer Defensive10.16%
Industrials9.98%
Consumer Cyclical8.5%
Energy8.38%
Health Care6.37%
Basic Materials6.32%
Communication Services2.78%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash0.43%
Equity99.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹134 Cr460,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹130 Cr929,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹112 Cr1,066,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹73 Cr436,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
4%₹61 Cr388,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹54 Cr156,446
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr483,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹47 Cr114,734
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹47 Cr626,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS
3%₹43 Cr457,000

8. Sundaram Select Focus Fund

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

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

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Focused

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,907
31 Mar 21₹12,721

Sundaram Select Focus Fund SIP Returns

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

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

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

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

9. Sundaram Banking & PSU Debt Fund

To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions

Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.3% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2023 was 6.8% , 2022 was 3% and 2021 was 2.9% .

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (23 Apr 24) ₹38.9587 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹351 on 15 Mar 24
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.34
Sharpe Ratio 0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.64%
Effective Maturity 3 Years 4 Months 9 Days
Modified Duration 2 Years 8 Months 4 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹10,883
31 Mar 21₹11,589
31 Mar 22₹11,961
31 Mar 23₹12,389
31 Mar 24₹13,289

Sundaram Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month 0.4%
3 Month 1.8%
6 Month 3.7%
1 Year 6.6%
3 Year 4.7%
5 Year 5.9%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.8%
2022 3%
2021 2.9%
2020 7.6%
2019 10.1%
2018 6.1%
2017 6.2%
2016 7.9%
2015 8.5%
2014 9.4%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava27 Jul 1013.69 Yr.
Sandeep Agarwal16 May 221.88 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 15 Mar 24

Asset Allocation
Asset ClassValue
Cash7.52%
Debt92.16%
Other0.33%
Debt Sector Allocation
SectorValue
Corporate47.97%
Government46.89%
Cash Equivalent4.81%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
10%₹35 Cr3,500,000
Indian Oil Corporation Limited
Debentures | -
9%₹30 Cr300
HDFC Bank Limited
Debentures | -
9%₹30 Cr3,000
Rural Electrification Corporation Limited
Debentures | -
7%₹25 Cr250
Indian Railway Finance Corporation Limited
Debentures | -
7%₹25 Cr2,500
Export Import Bank Of India
Debentures | -
7%₹24 Cr250
Small Industries Development Bank Of India
Debentures | -
6%₹20 Cr200
Power Finance Corporation Limited
Debentures | -
5%₹19 Cr200
7.32% Govt Stock 2030
Sovereign Bonds | -
4%₹15 Cr1,500,000
National Bank For Agriculture And Rural Development
Debentures | -
4%₹15 Cr150

10. Sundaram Corporate Bond Fund

(Erstwhile Sundaram Flexible Fund-Flexible Income Plan)

To generate reasonable returns by creating a portfolio comprising substantially of fixed income instruments and money market instruments by keeping the interest rate risk of the fund low.

Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2023 was 6.3% , 2022 was 3.7% and 2021 was 3.5% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (23 Apr 24) ₹36.3257 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹780 on 15 Mar 24
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio -0.76
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.6%
Effective Maturity 4 Years 3 Months 2 Days
Modified Duration 3 Years 29 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹11,050
31 Mar 21₹12,012
31 Mar 22₹12,522
31 Mar 23₹13,063
31 Mar 24₹13,929

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month 0.4%
3 Month 1.7%
6 Month 3.7%
1 Year 6.3%
3 Year 5%
5 Year 6.9%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.3%
2022 3.7%
2021 3.5%
2020 11%
2019 11.3%
2018 4.8%
2017 5.4%
2016 11.7%
2015 8.7%
2014 14.9%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1013.68 Yr.
Sandeep Agarwal1 Jun 1211.84 Yr.

Data below for Sundaram Corporate Bond Fund as on 15 Mar 24

Asset Allocation
Asset ClassValue
Cash5.08%
Debt94.58%
Other0.34%
Debt Sector Allocation
SectorValue
Corporate52.9%
Government41.69%
Cash Equivalent5.08%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
15%₹116 Cr11,500,000
Indian Railway Finance Corporation Limited
Debentures | -
9%₹70 Cr7,000
Small Industries Development Bank Of India
Debentures | -
8%₹60 Cr6,000
7.06% Govt Stock 2028
Sovereign Bonds | -
6%₹50 Cr5,000,000
National Bank For Agriculture And Rural Development
Debentures | -
6%₹50 Cr5,000
National Housing Bank
Debentures | -
5%₹40 Cr4,000
Power Finance Corporation Ltd.
Debentures | -
5%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
Rural Electrification Corporation Limited
Debentures | -
3%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
3%₹25 Cr2,500

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