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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 September 29, 2023 , 5010 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 (%)2022 (%)
Sundaram Rural and Consumption Fund Growth ₹72.2012
↑ 0.64
₹1,242 5,000 100 14.319.617.820.410.512.19.3
Sundaram Mid Cap Fund Growth ₹877.681
↑ 6.68
₹8,358 5,000 100 15.521.121.426.511.823.74.8
Sundaram Debt Oriented Hybrid Fund Growth ₹25.6064
↑ 0.01
₹30 5,000 250 2.35.67.59.16.17.22.8
Sundaram Small Cap Fund Growth ₹182.962
↑ 1.22
₹2,464 5,000 100 15.125.427.43415.517-2.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Financial Services Opportunities Fund Growth ₹75.0498
↑ 0.15
₹824 100,000 100 8.319.324.126.712.814.216.8
Sundaram Diversified Equity Fund Growth ₹171.133
↑ 0.26
₹1,684 500 250 8.613.71422.29.9164
Sundaram Large and Mid Cap Fund Growth ₹61.4555
↑ 0.31
₹5,535 5,000 100 9.314.813.121.811.411.6-1.3
Sundaram Banking & PSU Debt Fund Growth ₹37.2283
↓ -0.01
₹462 100,000 250 1.13.75.946.27.33
Sundaram Corporate Bond Fund Growth ₹34.734
↓ 0.00
₹888 5,000 250 12.95.74.67.36.93.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23

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 12.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (22 Aug 23) ₹72.2012 ↑ 0.64   (0.89 %)
Net Assets (Cr) ₹1,242 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 0.84
Information Ratio 0.16
Alpha Ratio 3.88
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
30 Sep 18₹10,000
30 Sep 19₹10,440
30 Sep 20₹10,283
30 Sep 21₹14,775
30 Sep 22₹16,267
30 Sep 23₹18,704

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 ₹395,578.
Net Profit of ₹95,578
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 22 Aug 23

DurationReturns
1 Month 2.1%
3 Month 14.3%
6 Month 19.6%
1 Year 17.8%
3 Year 20.4%
5 Year 10.5%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.6%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221.67 Yr.
Ashish Aggarwal1 Jan 221.67 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Consumer Cyclical44.33%
Consumer Defensive32.25%
Communication Services10.45%
Basic Materials3.07%
Financial Services2.91%
Health Care1.81%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹93 Cr371,782
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
7%₹92 Cr2,103,660
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹87 Cr3,444,054
↓ -57,651
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹79 Cr255,389
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹77 Cr901,929
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
5%₹64 Cr405,619
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹64 Cr63,703
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹57 Cr564,432
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹45 Cr123,246
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹43 Cr19,417

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 23.7% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Aug 23) ₹877.681 ↑ 6.68   (0.77 %)
Net Assets (Cr) ₹8,358 on 31 Jul 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.32
Information Ratio -1.32
Alpha Ratio -1.91
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
30 Sep 18₹10,000
30 Sep 19₹9,841
30 Sep 20₹9,658
30 Sep 21₹15,668
30 Sep 22₹16,478
30 Sep 23₹20,367

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month 3.6%
3 Month 15.5%
6 Month 21.1%
1 Year 21.4%
3 Year 26.5%
5 Year 11.8%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 212.52 Yr.
Ratish Varier24 Feb 212.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.33%
Industrials17.9%
Consumer Cyclical17.82%
Basic Materials10.94%
Health Care9.39%
Technology4.56%
Utility3.31%
Consumer Defensive3.09%
Communication Services2.13%
Real Estate1.99%
Energy0.63%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹318 Cr22,120,395
Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
4%₹313 Cr1,624,015
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹228 Cr9,072,361
↓ -230,602
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹221 Cr760,591
↑ 23,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
3%₹221 Cr478,957
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹220 Cr8,459,013
↑ 1,095,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹217 Cr1,270,221
↑ 75,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹212 Cr1,036,784
↓ -141,150
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹212 Cr6,391,007
↑ 41,500
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
2%₹204 Cr1,816,845

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 7.2% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2022 was 2.8% , 2021 was 14.5% and 2020 was 7.3% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (22 Aug 23) ₹25.6064 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹30 on 31 Jul 23
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.61
Information Ratio 0.47
Alpha Ratio -0.41
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,010
30 Sep 20₹10,522
30 Sep 21₹12,661
30 Sep 22₹12,713
30 Sep 23₹13,748

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 22 Aug 23

DurationReturns
1 Month 0.1%
3 Month 2.3%
6 Month 5.6%
1 Year 7.5%
3 Year 9.1%
5 Year 6.1%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 0%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1211.26 Yr.
S. Bharath16 May 221.29 Yr.
Sandeep Agarwal30 Sep 1210.92 Yr.
Ashish Aggarwal1 Jan 221.66 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash43.63%
Equity22.65%
Debt33.72%
Equity Sector Allocation
SectorValue
Financial Services8.98%
Industrials4.11%
Technology2.01%
Health Care1.93%
Consumer Defensive1.9%
Energy1.62%
Basic Materials0.98%
Communication Services0.92%
Utility0.22%
Debt Sector Allocation
SectorValue
Cash Equivalent43.63%
Government33.72%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.26% Govt Stock 2033
Sovereign Bonds | -
17%₹5 Cr500,000
07.18 Goi 2033
Sovereign Bonds | -
17%₹5 Cr500,000
↓ -500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
4%₹1 Cr12,100
↓ -572
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,914
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT
3%₹1 Cr2,800
↓ -141
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹0 Cr2,000
↓ -151
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
2%₹0 Cr4,900
↓ -220
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | VBL
2%₹0 Cr5,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
1%₹0 Cr3,116
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
1%₹0 Cr1,855

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% since its launch.  Ranked 19 in Small Cap category.  Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (22 Aug 23) ₹182.962 ↑ 1.22   (0.67 %)
Net Assets (Cr) ₹2,464 on 31 Jul 23
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 1.76
Information Ratio -0.1
Alpha Ratio 3.87
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
30 Sep 18₹10,000
30 Sep 19₹9,496
30 Sep 20₹9,941
30 Sep 21₹18,776
30 Sep 22₹19,096
30 Sep 23₹24,803

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month 3.3%
3 Month 15.1%
6 Month 25.4%
1 Year 27.4%
3 Year 34%
5 Year 15.5%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.67 Yr.
Rohit Seksaria1 Nov 220.83 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services23.09%
Industrials19.89%
Consumer Cyclical16.22%
Technology11.33%
Health Care8.25%
Basic Materials6.7%
Consumer Defensive3.88%
Communication Services2.75%
Real Estate1.6%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹86 Cr316,388
↓ -10,612
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹80 Cr287,143
↓ -47,744
Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹80 Cr1,066,345
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹75 Cr1,472,149
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹69 Cr740,386
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹68 Cr582,108
↓ -32,584
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹66 Cr179,292
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Jul 23 | ISEC
2%₹58 Cr922,157
↑ 15,000
Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT
2%₹56 Cr342,151
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹55 Cr557,219

5. 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
30 Sep 18₹10,000
30 Sep 19₹10,764
30 Sep 20₹10,495
30 Sep 21₹16,135

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 22 Aug 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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

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 14.2% since its launch.  Ranked 23 in Sectoral category.  Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (22 Aug 23) ₹75.0498 ↑ 0.15   (0.20 %)
Net Assets (Cr) ₹824 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.59
Information Ratio 1.02
Alpha Ratio 9.91
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
30 Sep 18₹10,000
30 Sep 19₹12,267
30 Sep 20₹10,065
30 Sep 21₹16,980
30 Sep 22₹16,977
30 Sep 23₹21,988

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month -0.6%
3 Month 8.3%
6 Month 19.3%
1 Year 24.1%
3 Year 26.7%
5 Year 12.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -12.4%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 175.67 Yr.
Ashish Aggarwal1 Jan 221.66 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services93.04%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
20%₹168 Cr1,069,792
↑ 103,938
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
15%₹125 Cr1,301,901
↓ -328,672
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
7%₹61 Cr1,082,259
↓ -43,214
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
7%₹59 Cr609,912
ICICI Securities Ltd (Financial Services)
Equity, Since 31 Aug 23 | ISEC
4%₹32 Cr506,752
↑ 506,752
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
3%₹29 Cr292,368
↑ 16,138
REC Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532955
3%₹29 Cr1,198,701
↓ -457,175
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532810
3%₹28 Cr1,078,701
↑ 369,507
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
3%₹27 Cr2,941,195
↑ 431,241
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹26 Cr188,396

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% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (22 Aug 23) ₹171.133 ↑ 0.26   (0.15 %)
Net Assets (Cr) ₹1,684 on 31 Jul 23
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.97
Information Ratio -0.13
Alpha Ratio 1.43
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,345
30 Sep 20₹9,744
30 Sep 21₹15,344
30 Sep 22₹15,683
30 Sep 23₹18,103

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 ₹385,859.
Net Profit of ₹85,859
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 22 Aug 23

DurationReturns
1 Month -0.3%
3 Month 8.6%
6 Month 13.7%
1 Year 14%
3 Year 22.2%
5 Year 9.9%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 1.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221.67 Yr.
Rohit Seksaria24 Feb 212.52 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.9%
Industrials13.08%
Technology11.22%
Consumer Defensive9.38%
Consumer Cyclical8.6%
Energy6.76%
Basic Materials5.31%
Health Care5.28%
Communication Services3.38%
Real Estate0.46%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹152 Cr968,960
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹113 Cr1,178,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹111 Cr460,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹82 Cr570,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹67 Cr1,199,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
4%₹59 Cr116,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹47 Cr483,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹43 Cr160,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹43 Cr388,000
ICRA Ltd (Financial Services)
Equity, Since 31 Jan 22 | ICRA
2%₹39 Cr67,000

8. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2022 was -1.3% , 2021 was 42.1% and 2020 was 7.6% .

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 (22 Aug 23) ₹61.4555 ↑ 0.31   (0.51 %)
Net Assets (Cr) ₹5,535 on 31 Jul 23
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.9
Information Ratio -0.97
Alpha Ratio -2.22
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
30 Sep 18₹10,000
30 Sep 19₹10,935
30 Sep 20₹10,413
30 Sep 21₹16,937
30 Sep 22₹16,877
30 Sep 23₹19,585

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month 0.4%
3 Month 9.3%
6 Month 14.8%
1 Year 13.1%
3 Year 21.8%
5 Year 11.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -3%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.67 Yr.
Ashish Aggarwal1 Jan 221.67 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services26.19%
Consumer Cyclical15.51%
Industrials14.03%
Technology10.28%
Basic Materials7.7%
Health Care6.38%
Consumer Defensive5.95%
Energy3.82%
Communication Services2.36%
Utility2.16%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
6%₹314 Cr1,999,316
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹268 Cr2,800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹209 Cr870,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹187 Cr1,299,690
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹134 Cr1,371,950
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹131 Cr2,330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹127 Cr470,000
↓ -10,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
2%₹91 Cr808,159
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA
2%₹87 Cr780,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 21 | TCS
2%₹86 Cr257,671

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 2022 was 3% , 2021 was 2.9% and 2020 was 7.6% .

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

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (22 Aug 23) ₹37.2283 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹462 on 31 Jul 23
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.34
Sharpe Ratio -0.19
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.44%
Effective Maturity 2 Years 8 Months 26 Days
Modified Duration 2 Years 3 Months 15 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹11,100
30 Sep 20₹12,065
30 Sep 21₹12,498
30 Sep 22₹12,748
30 Sep 23₹13,604

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 ₹200,132.
Net Profit of ₹20,132
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 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 1.1%
6 Month 3.7%
1 Year 5.9%
3 Year 4%
5 Year 6.2%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 8.5%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava27 Jul 1013.1 Yr.
Sandeep Agarwal16 May 221.29 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash6.75%
Debt93.25%
Debt Sector Allocation
SectorValue
Corporate53.59%
Government41.82%
Cash Equivalent4.59%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
7%₹30 Cr3,000,000
Power Grid Corporation Of India Limited
Debentures | -
6%₹30 Cr300
Indian Oil Corporation Limited
Debentures | -
6%₹30 Cr300
HDFC Bank Limited
Debentures | -
5%₹25 Cr250
Rural Electrification Corporation Limited
Debentures | -
5%₹25 Cr250
National Housing Bank
Debentures | -
5%₹25 Cr250
Indian Railway Finance Corporation Limited
Debentures | -
5%₹25 Cr2,500
Export Import Bank Of India
Debentures | -
5%₹24 Cr250
Jamnagar Utilities & Power Private Limited
Debentures | -
5%₹24 Cr250
5.74% Govt Stock 2026
Sovereign Bonds | -
5%₹24 Cr2,500,000

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 2022 was 3.7% , 2021 was 3.5% and 2020 was 11% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (22 Aug 23) ₹34.734 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹888 on 31 Jul 23
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio -1.18
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.46%
Effective Maturity 3 Years 9 Months 18 Days
Modified Duration 2 Years 10 Months 6 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹11,245
30 Sep 20₹12,484
30 Sep 21₹13,148
30 Sep 22₹13,510
30 Sep 23₹14,329

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 ₹203,125.
Net Profit of ₹23,125
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 22 Aug 23

DurationReturns
1 Month 0.2%
3 Month 1%
6 Month 2.9%
1 Year 5.7%
3 Year 4.6%
5 Year 7.3%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.3%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1013.1 Yr.
Sandeep Agarwal1 Jun 1211.26 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Jul 23

Asset Allocation
Asset ClassValue
Cash10.45%
Debt89.55%
Debt Sector Allocation
SectorValue
Corporate57.75%
Government34.03%
Cash Equivalent8.22%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.06% Govt Stock 2028
Sovereign Bonds | -
8%₹75 Cr7,500,000
Indian Railway Finance Corporation Limited
Debentures | -
8%₹70 Cr7,000
Small Industries Development Bank Of India
Debentures | -
7%₹60 Cr6,000
National Bank For Agriculture And Rural Development
Debentures | -
6%₹50 Cr5,000
National Housing Bank
Debentures | -
6%₹50 Cr5,000
7.38% Govt Stock 2027
Sovereign Bonds | -
5%₹45 Cr4,500,000
Power Finance Corporation Ltd.
Debentures | -
5%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
3%₹30 Cr300
LIC Housing Finance Limited
Debentures | -
3%₹30 Cr300
Rec Limited
Debentures | -
3%₹25 Cr250

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