+91-22-489139092022 के लिए 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
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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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
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹88.1613
↑ 1.36 ₹1,458 5,000 100 -7.2 -11.7 -4 13.4 12.7 11.5 -0.1 Sundaram Mid Cap Fund Growth ₹1,397.69
↑ 24.75 ₹13,235 5,000 100 -0.5 -0.8 13.1 24.3 20 23.2 4.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.2647
↑ 0.10 ₹19 5,000 250 -1.7 -1.4 0.1 5.9 6.8 6.9 4.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Small Cap Fund Growth ₹258.17
↑ 6.11 ₹3,306 5,000 100 0.2 -1 12.6 20 19.3 16.6 0.4 Sundaram Financial Services Opportunities Fund Growth ₹106.071
↑ 1.35 ₹1,684 100,000 100 -5 2.9 8.4 17.3 15.5 14.1 16.9 Sundaram Large and Mid Cap Fund Growth ₹83.9846
↑ 1.55 ₹6,868 5,000 100 -2.9 -3.4 7.1 16 14.4 11.8 3.6 Sundaram Banking & PSU Debt Fund Growth ₹44.7735
↑ 0.08 ₹278 100,000 250 1.2 1.8 5.3 7.1 5.7 7.3 7.6 Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 5,000 250 1 1.9 5.3 1.9 3.8 5.4 Sundaram Corporate Bond Fund Growth ₹41.6618
↑ 0.07 ₹625 5,000 250 1 1.6 5.1 6.9 5.9 6.9 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Mid Cap Fund Sundaram Debt Oriented Hybrid Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Banking & PSU Debt Fund Sundaram Short Term Credit Risk Fund Sundaram Corporate Bond Fund Point 1 Upper mid AUM (₹1,458 Cr). Highest AUM (₹13,235 Cr). Bottom quartile AUM (₹19 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,306 Cr). Upper mid AUM (₹1,684 Cr). Top quartile AUM (₹6,868 Cr). Bottom quartile AUM (₹278 Cr). Bottom quartile AUM (₹116 Cr). Lower mid AUM (₹625 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (16+ yrs). Established history (23+ yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (21+ yrs). Established history (23+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 12.69% (lower mid). 5Y return: 20.02% (top quartile). 5Y return: 6.81% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 19.27% (top quartile). 5Y return: 15.54% (upper mid). 5Y return: 14.40% (upper mid). 1Y return: 5.33% (lower mid). 1Y return: 5.25% (lower mid). 1Y return: 5.08% (bottom quartile). Point 6 3Y return: 13.40% (lower mid). 3Y return: 24.27% (top quartile). 3Y return: 5.92% (bottom quartile). 3Y return: 17.03% (upper mid). 3Y return: 20.04% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.04% (upper mid). 1M return: 0.62% (lower mid). 1M return: 0.24% (bottom quartile). 1M return: 0.54% (lower mid). Point 7 1Y return: -4.02% (bottom quartile). 1Y return: 13.07% (top quartile). 1Y return: 0.13% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 12.58% (upper mid). 1Y return: 8.45% (upper mid). 1Y return: 7.13% (upper mid). Sharpe: 0.77 (lower mid). Sharpe: 1.15 (upper mid). Sharpe: 0.71 (bottom quartile). Point 8 Alpha: -8.06 (bottom quartile). Alpha: 2.64 (top quartile). 1M return: 0.33% (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: 6.09 (top quartile). Alpha: 0.59 (upper mid). Alpha: 1.18 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Point 9 Sharpe: 0.03 (bottom quartile). Sharpe: 1.49 (top quartile). Alpha: -3.24 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: 1.01 (lower mid). Sharpe: 1.19 (upper mid). Sharpe: 1.24 (upper mid). Yield to maturity (debt): 7.06% (top quartile). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 7.15% (top quartile). Point 10 Information ratio: -0.67 (bottom quartile). Information ratio: 0.16 (top quartile). Sharpe: -0.18 (bottom quartile). Information ratio: -0.52 (lower mid). Information ratio: -0.31 (lower mid). Information ratio: 0.56 (top quartile). Information ratio: -0.75 (bottom quartile). Modified duration: 2.17 yrs (bottom quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 2.52 yrs (bottom quartile). Sundaram Rural and Consumption Fund
Sundaram Mid Cap Fund
Sundaram Debt Oriented Hybrid Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap Fund
Sundaram Banking & PSU Debt Fund
Sundaram Short Term Credit Risk Fund
Sundaram Corporate Bond 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. Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (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 Research Highlights for Sundaram Debt Oriented Hybrid Fund Below is the key information for Sundaram Debt Oriented Hybrid Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Research Highlights for Sundaram Financial Services Opportunities Fund Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Research Highlights for Sundaram Large and Mid Cap Fund Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on To 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 Research Highlights for Sundaram Banking & PSU Debt Fund Below is the key information for Sundaram Banking & PSU Debt Fund Returns up to 1 year are on (Erstwhile Sundaram Income Plus Fund) To obtain high yields by investing in fixed income securities.
Capital appreciation is secondary objective when
consistent with its primary objective. Research Highlights for Sundaram Short Term Credit Risk Fund Below is the key information for Sundaram Short Term Credit Risk Fund Returns up to 1 year are on (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. Research Highlights for Sundaram Corporate Bond Fund Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (15 Apr 26) ₹88.1613 ↑ 1.36 (1.57 %) Net Assets (Cr) ₹1,458 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.03 Information Ratio -0.67 Alpha Ratio -8.06 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,291 31 Mar 23 ₹11,963 31 Mar 24 ₹16,448 31 Mar 25 ₹17,972 31 Mar 26 ₹16,376 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 5.8% 3 Month -7.2% 6 Month -11.7% 1 Year -4% 3 Year 13.4% 5 Year 12.7% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Rohit Seksaria 27 Feb 26 0.09 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Anuj Bansal 27 Feb 26 0.09 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 45.64% Consumer Defensive 24.87% Communication Services 11.76% Health Care 4.92% Financial Services 2.93% Industrials 1.92% Real Estate 1.76% Basic Materials 1.61% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹131 Cr 735,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹119 Cr 402,064 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹107 Cr 3,733,186
↑ 548,170 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹84 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹74 Cr 3,240,850
↑ 348,014 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹65 Cr 317,789
↓ -129,035 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹64 Cr 85,724 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹52 Cr 42,610 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹51 Cr 431,406 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹44 Cr 282,069 2. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (15 Apr 26) ₹1,397.69 ↑ 24.75 (1.80 %) Net Assets (Cr) ₹13,235 on 28 Feb 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.49 Information Ratio 0.16 Alpha Ratio 2.64 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 31 Mar 26 ₹22,051 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.5% 3 Month -0.5% 6 Month -0.8% 1 Year 13.1% 3 Year 24.3% 5 Year 20% 10 Year 15 Year Since launch 23.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.1 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 19.57% Industrials 17.16% Consumer Cyclical 15.4% Health Care 10.25% Basic Materials 9.32% Technology 7.53% Consumer Defensive 6.07% Real Estate 3.07% Utility 2.99% Communication Services 2.8% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹482 Cr 1,070,000
↓ -17,767 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹410 Cr 1,125,000
↓ -36,757 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹329 Cr 11,498,475 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹314 Cr 1,642,029
↑ 40,290 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹270 Cr 10,399,688 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹256 Cr 1,053,586
↑ 822,222 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹254 Cr 945,165 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹253 Cr 6,735,835 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹250 Cr 3,395,879 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹250 Cr 1,080,069
↑ 30,000 3. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (15 Apr 26) ₹29.2647 ↑ 0.10 (0.35 %) Net Assets (Cr) ₹19 on 15 Mar 26 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.18 Information Ratio -1.72 Alpha Ratio -3.24 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,245 31 Mar 23 ₹11,614 31 Mar 24 ₹12,957 31 Mar 25 ₹13,800 31 Mar 26 ₹13,670 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 0.3% 3 Month -1.7% 6 Month -1.4% 1 Year 0.1% 3 Year 5.9% 5 Year 6.8% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.3% 2023 8% 2022 9.2% 2021 2.8% 2020 14.5% 2019 7.3% 2018 0.9% 2017 -1.2% 2016 12.1% 2015 9.9% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Dwijendra Srivastava 1 Jun 12 13.84 Yr. S. Bharath 16 May 22 3.88 Yr. Sandeep Agarwal 30 Sep 12 13.51 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Cash 54.31% Equity 18.97% Debt 26.25% Other 0.48% Equity Sector Allocation
Sector Value Financial Services 5.61% Technology 2.88% Communication Services 2.28% Consumer Cyclical 2.19% Energy 2.15% Industrials 1.29% Basic Materials 1.18% Health Care 0.95% Consumer Defensive 0.43% Debt Sector Allocation
Sector Value Cash Equivalent 54.31% Government 26.25% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.36% Govt Stock 2031
Sovereign Bonds | -26% ₹5 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,400 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 3,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK2% ₹0 Cr 5,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN1% ₹0 Cr 2,400 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,707 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK1% ₹0 Cr 1,600 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH1% ₹0 Cr 1,400 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5329771% ₹0 Cr 160 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322151% ₹0 Cr 1,200 4. 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.
Date Value 31 Mar 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 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 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (15 Apr 26) ₹258.17 ↑ 6.11 (2.42 %) Net Assets (Cr) ₹3,306 on 28 Feb 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 1.01 Information Ratio -0.31 Alpha Ratio 6.09 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Small Cap Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,713 31 Mar 23 ₹13,694 31 Mar 24 ₹20,481 31 Mar 25 ₹21,101 31 Mar 26 ₹21,304 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 11.2% 3 Month 0.2% 6 Month -1% 1 Year 12.6% 3 Year 20% 5 Year 19.3% 10 Year 15 Year Since launch 16.6% 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 3.42 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.48% Industrials 19.68% Financial Services 18.97% Health Care 12.65% Basic Materials 8.52% Communication Services 4.99% Technology 3.5% Consumer Defensive 2.86% Real Estate 2.1% Utility 1% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.75% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹121 Cr 349,511
↓ -3,078 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹113 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹90 Cr 577,256 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹86 Cr 594,278
↑ 24,633 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹81 Cr 1,045,263
↑ 38,877 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433203% ₹76 Cr 3,324,013
↑ 481,686 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹75 Cr 992,680 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹74 Cr 106,539 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹70 Cr 4,443,809 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹67 Cr 1,534,556
↑ 32,858 6. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (15 Apr 26) ₹106.071 ↑ 1.35 (1.29 %) Net Assets (Cr) ₹1,684 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 1.19 Information Ratio 0.56 Alpha Ratio 0.59 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,971 31 Mar 23 ₹12,068 31 Mar 24 ₹16,653 31 Mar 25 ₹18,025 31 Mar 26 ₹17,678 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 6.2% 3 Month -5% 6 Month 2.9% 1 Year 8.4% 3 Year 17.3% 5 Year 15.5% 10 Year 15 Year Since launch 14.1% 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 8.25 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 93.86% Technology 1.51% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.37% Debt 0.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK16% ₹228 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹171 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹141 Cr 1,217,541 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹98 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹66 Cr 406,364
↑ 8,802 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹64 Cr 4,033,626 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹59 Cr 672,583 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹55 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹50 Cr 665,351 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG3% ₹46 Cr 334,660
↑ 64,606 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (15 Apr 26) ₹83.9846 ↑ 1.55 (1.88 %) Net Assets (Cr) ₹6,868 on 28 Feb 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 1.24 Information Ratio -0.75 Alpha Ratio 1.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,428 31 Mar 23 ₹12,001 31 Mar 24 ₹16,633 31 Mar 25 ₹17,952 31 Mar 26 ₹17,458 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 5.6% 3 Month -2.9% 6 Month -3.4% 1 Year 7.1% 3 Year 16% 5 Year 14.4% 10 Year 15 Year Since launch 11.8% 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 Madanagopal Ramu 16 Mar 26 0.04 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 24.06% Consumer Cyclical 19.45% Industrials 13.79% Basic Materials 10.65% Health Care 5.97% Technology 5.04% Communication Services 4.79% Consumer Defensive 4.02% Real Estate 3.27% Energy 2.98% Utility 1.9% Asset Allocation
Asset Class Value Cash 4.08% Equity 95.92% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹224 Cr 3,063,065
↓ -786,935 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹221 Cr 2,253,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹190 Cr 543,285
↑ 193,285 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹182 Cr 7,945,379
↑ 5,595,379 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹160 Cr 900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹157 Cr 1,300,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 26 | 5323433% ₹156 Cr 464,193
↑ 464,193 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER3% ₹155 Cr 237,283
↑ 32,283 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5325383% ₹153 Cr 142,477
↑ 50,477 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 21 | POLYCAB3% ₹152 Cr 221,413
↑ 96,413 8. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (15 Apr 26) ₹44.7735 ↑ 0.08 (0.17 %) Net Assets (Cr) ₹278 on 28 Feb 26 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.41 Sharpe Ratio 0.77 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.06% Effective Maturity 2 Years 7 Months 20 Days Modified Duration 2 Years 2 Months 1 Day Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,321 31 Mar 23 ₹10,691 31 Mar 24 ₹11,467 31 Mar 25 ₹12,423 31 Mar 26 ₹13,117 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 0.6% 3 Month 1.2% 6 Month 1.8% 1 Year 5.3% 3 Year 7.1% 5 Year 5.7% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 8% 2022 6.8% 2021 3% 2020 2.9% 2019 7.6% 2018 10.1% 2017 6.1% 2016 6.2% 2015 7.9% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Dwijendra Srivastava 27 Jul 10 15.69 Yr. Sandeep Agarwal 16 May 22 3.88 Yr. Yash Sanghvi 31 May 25 0.83 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 13.07% Debt 86.43% Other 0.5% Debt Sector Allocation
Sector Value Corporate 60.73% Government 25.7% Cash Equivalent 13.07% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Oil Corporation Limited
Debentures | -11% ₹30 Cr 300 HDFC Bank Limited
Debentures | -9% ₹25 Cr 2,500 National Housing Bank
Debentures | -7% ₹20 Cr 2,000 Export Import Bank Of India
Debentures | -7% ₹20 Cr 2,000 National Bank For Agriculture And Rural Development
Debentures | -6% ₹15 Cr 1,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹10 Cr 1,000 Indian Railway Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 Power Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 Bajaj Finance Limited
Debentures | -4% ₹10 Cr 1,000 State Bank Of India
Debentures | -4% ₹10 Cr 10 9. Sundaram Short Term Credit Risk Fund
Sundaram Short Term Credit Risk Fund
Growth Launch Date 31 Jul 02 NAV (29 Dec 20) ₹26.352 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹116 on 30 Nov 20 Category Debt - Credit Risk AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.32 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 3.6% Effective Maturity 1 Year 2 Months 16 Days Modified Duration 11 Months 8 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (15 Apr 26) ₹41.6618 ↑ 0.07 (0.18 %) Net Assets (Cr) ₹625 on 15 Mar 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio 0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.15% Effective Maturity 3 Years 2 Months 19 Days Modified Duration 2 Years 6 Months 7 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,425 31 Mar 23 ₹10,876 31 Mar 24 ₹11,596 31 Mar 25 ₹12,565 31 Mar 26 ₹13,231 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26 Duration Returns 1 Month 0.5% 3 Month 1% 6 Month 1.6% 1 Year 5.1% 3 Year 6.9% 5 Year 5.9% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 8% 2022 6.3% 2021 3.7% 2020 3.5% 2019 11% 2018 11.3% 2017 4.8% 2016 5.4% 2015 11.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Dwijendra Srivastava 31 Jul 10 15.68 Yr. Sandeep Agarwal 1 Jun 12 13.84 Yr. Data below for Sundaram Corporate Bond Fund as on 15 Mar 26
Asset Allocation
Asset Class Value Cash 10.29% Debt 89.2% Other 0.51% Debt Sector Allocation
Sector Value Corporate 68.37% Government 20.83% Cash Equivalent 10.29% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Debentures | -8% ₹50 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -7% ₹40 Cr 4,000 LIC Housing Finance Ltd
Debentures | -5% ₹30 Cr 300 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 Rec Limited
Debentures | -4% ₹25 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 LIC Housing Finance Ltd
Debentures | -4% ₹25 Cr 2,500 Embassy Office Parks Reit
Debentures | -4% ₹25 Cr 2,500 Rec Limited
Debentures | -4% ₹25 Cr 2,500 Kotak Mahindra Prime Limited
Debentures | -4% ₹25 Cr 2,500
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Research Highlights for Sundaram Rural and Consumption Fund