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Table of Contents
- सुंदरम म्यूचुअल फंड में निवेश क्यों?
- सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
- सुंदरम म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?
Top 10 Funds
- Sundaram Rural and Consumption Fund
- Sundaram Mid Cap Fund
- Sundaram Debt Oriented Hybrid Fund
- Sundaram Small Cap Fund
- Sundaram Select Focus Fund
- Sundaram Financial Services Opportunities Fund
- Sundaram Diversified Equity Fund
- Sundaram Large and Mid Cap Fund
- Sundaram Banking & PSU Debt Fund
- Sundaram Corporate Bond Fund
2022 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 (%) 2022 (%) Sundaram Rural and Consumption Fund Growth ₹72.2012
↑ 0.64 ₹1,242 5,000 100 14.3 19.6 17.8 20.4 10.5 12.1 9.3 Sundaram Mid Cap Fund Growth ₹877.681
↑ 6.68 ₹8,358 5,000 100 15.5 21.1 21.4 26.5 11.8 23.7 4.8 Sundaram Debt Oriented Hybrid Fund Growth ₹25.6064
↑ 0.01 ₹30 5,000 250 2.3 5.6 7.5 9.1 6.1 7.2 2.8 Sundaram Small Cap Fund Growth ₹182.962
↑ 1.22 ₹2,464 5,000 100 15.1 25.4 27.4 34 15.5 17 -2.1 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 Financial Services Opportunities Fund Growth ₹75.0498
↑ 0.15 ₹824 100,000 100 8.3 19.3 24.1 26.7 12.8 14.2 16.8 Sundaram Diversified Equity Fund Growth ₹171.133
↑ 0.26 ₹1,684 500 250 8.6 13.7 14 22.2 9.9 16 4 Sundaram Large and Mid Cap Fund Growth ₹61.4555
↑ 0.31 ₹5,535 5,000 100 9.3 14.8 13.1 21.8 11.4 11.6 -1.3 Sundaram Banking & PSU Debt Fund Growth ₹37.2283
↓ -0.01 ₹462 100,000 250 1.1 3.7 5.9 4 6.2 7.3 3 Sundaram Corporate Bond Fund Growth ₹34.734
↓ 0.00 ₹888 5,000 250 1 2.9 5.7 4.6 7.3 6.9 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
(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 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. 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 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 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 Below is the key information for Sundaram Debt Oriented Hybrid 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. 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 Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks 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 Below is the key information for Sundaram Select Focus 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. 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 Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Diversified Equity 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. 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 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 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 Below is the key information for Sundaram Banking & PSU Debt 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. 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 Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
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% . 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.
Date Value 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 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 1.67 Yr. Ashish Aggarwal 1 Jan 22 1.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Consumer Cyclical 44.33% Consumer Defensive 32.25% Communication Services 10.45% Basic Materials 3.07% Financial Services 2.91% Health Care 1.81% Real Estate 1.22% Asset Allocation
Asset Class Value Cash 3.95% Equity 96.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹93 Cr 371,782 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC7% ₹92 Cr 2,103,660 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL7% ₹87 Cr 3,444,054
↓ -57,651 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹79 Cr 255,389 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL6% ₹77 Cr 901,929 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M5% ₹64 Cr 405,619 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹64 Cr 63,703 United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N4% ₹57 Cr 564,432 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹45 Cr 123,246 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹43 Cr 19,417 2. Sundaram Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 2.52 Yr. Ratish Varier 24 Feb 21 2.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 23.33% Industrials 17.9% Consumer Cyclical 17.82% Basic Materials 10.94% Health Care 9.39% Technology 4.56% Utility 3.31% Consumer Defensive 3.09% Communication Services 2.13% Real Estate 1.99% Energy 0.63% Asset Allocation
Asset Class Value Cash 4.61% Equity 95.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹318 Cr 22,120,395 Shriram Finance Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN4% ₹313 Cr 1,624,015 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹228 Cr 9,072,361
↓ -230,602 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹221 Cr 760,591
↑ 23,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR3% ₹221 Cr 478,957 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328103% ₹220 Cr 8,459,013
↑ 1,095,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹217 Cr 1,270,221
↑ 75,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002512% ₹212 Cr 1,036,784
↓ -141,150 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹212 Cr 6,391,007
↑ 41,500 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN2% ₹204 Cr 1,816,845 3. Sundaram Debt Oriented Hybrid Fund
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% . 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.
Date Value 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 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Dwijendra Srivastava 1 Jun 12 11.26 Yr. S. Bharath 16 May 22 1.29 Yr. Sandeep Agarwal 30 Sep 12 10.92 Yr. Ashish Aggarwal 1 Jan 22 1.66 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 43.63% Equity 22.65% Debt 33.72% Equity Sector Allocation
Sector Value Financial Services 8.98% Industrials 4.11% Technology 2.01% Health Care 1.93% Consumer Defensive 1.9% Energy 1.62% Basic Materials 0.98% Communication Services 0.92% Utility 0.22% Debt Sector Allocation
Sector Value Cash Equivalent 43.63% Government 33.72% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.26% Govt Stock 2033
Sovereign Bonds | -17% ₹5 Cr 500,000 07.18 Goi 2033
Sovereign Bonds | -17% ₹5 Cr 500,000
↓ -500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK4% ₹1 Cr 12,100
↓ -572 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK3% ₹1 Cr 4,914 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT3% ₹1 Cr 2,800
↓ -141 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 2,000
↓ -151 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322152% ₹0 Cr 4,900
↓ -220 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | VBL2% ₹0 Cr 5,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA1% ₹0 Cr 3,116 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,855 4. Sundaram Small Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1.67 Yr. Rohit Seksaria 1 Nov 22 0.83 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 23.09% Industrials 19.89% Consumer Cyclical 16.22% Technology 11.33% Health Care 8.25% Basic Materials 6.7% Consumer Defensive 3.88% Communication Services 2.75% Real Estate 1.6% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹86 Cr 316,388
↓ -10,612 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹80 Cr 287,143
↓ -47,744 Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹80 Cr 1,066,345 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR3% ₹75 Cr 1,472,149 Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 5055333% ₹69 Cr 740,386 KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH3% ₹68 Cr 582,108
↓ -32,584 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹66 Cr 179,292 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Jul 23 | ISEC2% ₹58 Cr 922,157
↑ 15,000 Cyient Ltd (Industrials)
Equity, Since 31 Oct 20 | CYIENT2% ₹56 Cr 342,151 Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹55 Cr 557,219 5. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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 30 Sep 18 ₹10,000 30 Sep 19 ₹10,764 30 Sep 20 ₹10,495 30 Sep 21 ₹16,135 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 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 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 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 6. Sundaram Financial Services Opportunities Fund
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% . 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.
Date Value 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Rohit Seksaria 30 Dec 17 5.67 Yr. Ashish Aggarwal 1 Jan 22 1.66 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 93.04% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹168 Cr 1,069,792
↑ 103,938 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK15% ₹125 Cr 1,301,901
↓ -328,672 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹61 Cr 1,082,259
↓ -43,214 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322157% ₹59 Cr 609,912 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Aug 23 | ISEC4% ₹32 Cr 506,752
↑ 506,752 Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG3% ₹29 Cr 292,368
↑ 16,138 REC Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5329553% ₹29 Cr 1,198,701
↓ -457,175 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5328103% ₹28 Cr 1,078,701
↑ 369,507 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK3% ₹27 Cr 2,941,195
↑ 431,241 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK3% ₹26 Cr 188,396 7. Sundaram Diversified Equity Fund
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% . 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.
Date Value 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 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Sudhir Kedia 1 Jan 22 1.67 Yr. Rohit Seksaria 24 Feb 21 2.52 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 35.9% Industrials 13.08% Technology 11.22% Consumer Defensive 9.38% Consumer Cyclical 8.6% Energy 6.76% Basic Materials 5.31% Health Care 5.28% Communication Services 3.38% Real Estate 0.46% Asset Allocation
Asset Class Value Cash 0.64% Equity 99.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹152 Cr 968,960 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹113 Cr 1,178,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE7% ₹111 Cr 460,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹82 Cr 570,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹67 Cr 1,199,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB4% ₹59 Cr 116,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹47 Cr 483,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹43 Cr 160,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹43 Cr 388,000 ICRA Ltd (Financial Services)
Equity, Since 31 Jan 22 | ICRA2% ₹39 Cr 67,000 8. Sundaram Large and Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1.67 Yr. Ashish Aggarwal 1 Jan 22 1.67 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 26.19% Consumer Cyclical 15.51% Industrials 14.03% Technology 10.28% Basic Materials 7.7% Health Care 6.38% Consumer Defensive 5.95% Energy 3.82% Communication Services 2.36% Utility 2.16% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 4.18% Equity 95.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹314 Cr 1,999,316 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹268 Cr 2,800,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹209 Cr 870,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹187 Cr 1,299,690 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹134 Cr 1,371,950 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹131 Cr 2,330,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹127 Cr 470,000
↓ -10,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN2% ₹91 Cr 808,159 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 22 | SUNPHARMA2% ₹87 Cr 780,000 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 21 | TCS2% ₹86 Cr 257,671 9. Sundaram Banking & PSU Debt Fund
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% . 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.
Date Value 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 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Dwijendra Srivastava 27 Jul 10 13.1 Yr. Sandeep Agarwal 16 May 22 1.29 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 6.75% Debt 93.25% Debt Sector Allocation
Sector Value Corporate 53.59% Government 41.82% Cash Equivalent 4.59% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.38% Govt Stock 2027
Sovereign Bonds | -7% ₹30 Cr 3,000,000 Power Grid Corporation Of India Limited
Debentures | -6% ₹30 Cr 300 Indian Oil Corporation Limited
Debentures | -6% ₹30 Cr 300 HDFC Bank Limited
Debentures | -5% ₹25 Cr 250 Rural Electrification Corporation Limited
Debentures | -5% ₹25 Cr 250 National Housing Bank
Debentures | -5% ₹25 Cr 250 Indian Railway Finance Corporation Limited
Debentures | -5% ₹25 Cr 2,500 Export Import Bank Of India
Debentures | -5% ₹24 Cr 250 Jamnagar Utilities & Power Private Limited
Debentures | -5% ₹24 Cr 250 5.74% Govt Stock 2026
Sovereign Bonds | -5% ₹24 Cr 2,500,000 10. Sundaram Corporate Bond Fund
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% . 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.
Date Value 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 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 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
Year Returns 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
Name Since Tenure Dwijendra Srivastava 31 Jul 10 13.1 Yr. Sandeep Agarwal 1 Jun 12 11.26 Yr. Data below for Sundaram Corporate Bond Fund as on 31 Jul 23
Asset Allocation
Asset Class Value Cash 10.45% Debt 89.55% Debt Sector Allocation
Sector Value Corporate 57.75% Government 34.03% Cash Equivalent 8.22% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.06% Govt Stock 2028
Sovereign Bonds | -8% ₹75 Cr 7,500,000 Indian Railway Finance Corporation Limited
Debentures | -8% ₹70 Cr 7,000 Small Industries Development Bank Of India
Debentures | -7% ₹60 Cr 6,000 National Bank For Agriculture And Rural Development
Debentures | -6% ₹50 Cr 5,000 National Housing Bank
Debentures | -6% ₹50 Cr 5,000 7.38% Govt Stock 2027
Sovereign Bonds | -5% ₹45 Cr 4,500,000 Power Finance Corporation Ltd.
Debentures | -5% ₹40 Cr 4,000 LIC Housing Finance Limited
Debentures | -3% ₹30 Cr 300 LIC Housing Finance Limited
Debentures | -3% ₹30 Cr 300 Rec Limited
Debentures | -3% ₹25 Cr 250
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