+91-22-48913909बेस्ट सुंदरम एसआईपी म्यूचुअल फंड 2022
सिप या व्यवस्थितनिवेश योजना की एक विधि हैम्यूचुअल फंड में निवेश छोटी राशि के माध्यम से योजनाएं। यहाँ, के बजायनिवेश एक बार में बहुत सारा पैसा, आप नियमित रूप से, हर महीने या तिमाही में निवेश कर सकते हैं। यह दीर्घकालिक बचत की आदत बनाने का एक शानदार तरीका है।
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इक्विटी के लिए सुंदरम म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी फंड
To achieve capital appreciation by investing in
units of overseas mutual funds and exchange
traded funds, domestic money market
instruments. Income generation may only be
a secondary objective. Below is the key information for Sundaram Global Advantage 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 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 To generate consistent long-term returns by
investing predominantly in
equity/equity-related instruments of
companies engaged either directly or
indirectly in infrastructure- and infrastructure
related activities or expected to benefit from
the growth and development of infrastructure Research Highlights for Sundaram Infrastructure Advantage Fund Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (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 (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 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 Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Global Advantage Fund Growth ₹43.0743
↑ 0.18 ₹169 100 2.3 5.2 11.9 20 10.9 23.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Mid Cap Fund Growth ₹1,360.95
↑ 15.43 ₹13,854 100 -8.8 -5.1 -5.2 15.2 13.7 4.1 Sundaram Infrastructure Advantage Fund Growth ₹93.3953
↑ 0.88 ₹922 100 -7.8 -8.8 -3.6 13.9 12.6 4.1 Sundaram Small Cap Fund Growth ₹273.277
↑ 3.58 ₹4,107 100 -4.4 2.2 2.9 13.1 13 0.4 Sundaram Large and Mid Cap Fund Growth ₹84.2425
↑ 0.72 ₹7,131 100 -6.6 -0.9 -4.8 11.4 8.5 3.6 Sundaram Financial Services Opportunities Fund Growth ₹99.6762
↓ -0.38 ₹1,614 100 -7.3 -6.4 -7.1 9.1 9.1 16.9 Sundaram Rural and Consumption Fund Growth ₹88.19
↑ 0.90 ₹1,408 100 -5.4 -1.5 -13.6 6.2 8.3 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Global Advantage Fund Sundaram Select Focus Fund Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Large and Mid Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Rural and Consumption Fund Point 1 Bottom quartile AUM (₹169 Cr). Lower mid AUM (₹1,354 Cr). Highest AUM (₹13,854 Cr). Bottom quartile AUM (₹922 Cr). Upper mid AUM (₹4,107 Cr). Top quartile AUM (₹7,131 Cr). Upper mid AUM (₹1,614 Cr). Lower mid AUM (₹1,408 Cr). Point 2 Established history (19+ yrs). Oldest track record among peers (24 yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 10.89% (lower mid). 5Y return: 17.29% (top quartile). 5Y return: 13.74% (top quartile). 5Y return: 12.61% (upper mid). 5Y return: 12.95% (upper mid). 5Y return: 8.51% (bottom quartile). 5Y return: 9.14% (lower mid). 5Y return: 8.30% (bottom quartile). Point 6 3Y return: 20.04% (top quartile). 3Y return: 17.03% (top quartile). 3Y return: 15.24% (upper mid). 3Y return: 13.85% (upper mid). 3Y return: 13.08% (lower mid). 3Y return: 11.45% (lower mid). 3Y return: 9.11% (bottom quartile). 3Y return: 6.15% (bottom quartile). Point 7 1Y return: 11.95% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: -5.24% (lower mid). 1Y return: -3.65% (upper mid). 1Y return: 2.87% (upper mid). 1Y return: -4.81% (lower mid). 1Y return: -7.10% (bottom quartile). 1Y return: -13.62% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: -1.10 (bottom quartile). Alpha: 5.15 (upper mid). Alpha: 6.86 (top quartile). Alpha: 6.08 (upper mid). Alpha: 8.53 (top quartile). Alpha: 0.86 (lower mid). Point 9 Sharpe: 0.53 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.00 (lower mid). Sharpe: -0.05 (bottom quartile). Sharpe: 0.46 (upper mid). Sharpe: 0.10 (upper mid). Sharpe: 0.02 (lower mid). Sharpe: -0.53 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.52 (top quartile). Information ratio: 0.13 (lower mid). Information ratio: 0.14 (upper mid). Information ratio: 0.32 (top quartile). Information ratio: 0.20 (upper mid). Information ratio: -0.66 (bottom quartile). Sundaram Global Advantage Fund
Sundaram Select Focus Fund
Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Large and Mid Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Rural and Consumption Fund
संपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (26 Oct 26) ₹43.0743 ↑ 0.18 (0.41 %) Net Assets (Cr) ₹169 on 30 Sep 26 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.57 Sharpe Ratio 0.53 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹8,093 30 Sep 23 ₹10,507 30 Sep 24 ₹12,802 30 Sep 25 ₹15,412 30 Sep 26 ₹17,503 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -0.8% 3 Month 2.3% 6 Month 5.2% 1 Year 11.9% 3 Year 20% 5 Year 10.9% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 23.9% 2024 13.1% 2023 30.1% 2022 -15.4% 2021 18.5% 2020 21.4% 2019 17.6% 2018 -8.1% 2017 19.8% 2016 12.8% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Global Advantage Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 34.96% Consumer Cyclical 17.11% Financial Services 15.14% Communication Services 14.86% Consumer Defensive 11.01% Industrials 4.67% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹165 Cr 9,147,276 Treps
CBLO/Reverse Repo | -2% ₹4 Cr Cash And Other Net Current Assets
Net Current Assets | -0% ₹0 Cr 2. Sundaram Select Focus Fund
Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 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 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 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 3. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Oct 26) ₹1,360.95 ↑ 15.43 (1.15 %) Net Assets (Cr) ₹13,854 on 30 Sep 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio -0.01 Information Ratio 0.52 Alpha Ratio -1.1 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,517 30 Sep 23 ₹12,999 30 Sep 24 ₹20,296 30 Sep 25 ₹19,378 30 Sep 26 ₹20,063 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -6.3% 3 Month -8.8% 6 Month -5.1% 1 Year -5.2% 3 Year 15.2% 5 Year 13.7% 10 Year 15 Year Since launch 22.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.6 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 22.28% Industrials 17.83% Consumer Cyclical 16.96% Health Care 10.26% Technology 8.85% Basic Materials 7.76% Consumer Defensive 3.67% Real Estate 2.94% Utility 2.1% Communication Services 1.8% Energy 1.19% Asset Allocation
Asset Class Value Cash 4.31% Equity 95.64% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹380 Cr 11,700,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹357 Cr 6,450,835 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹332 Cr 697,000
↓ -25,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹327 Cr 10,300,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹312 Cr 38,278,844 Thermax Ltd (Industrials)
Equity, Since 31 Mar 26 | THERMAX2% ₹305 Cr 900,000
↑ 223,890 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹280 Cr 1,600,000
↓ -80,000 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | SONACOMS2% ₹280 Cr 3,370,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 25 | 5031002% ₹271 Cr 1,400,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹264 Cr 1,503,352
↓ -231,801 4. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (27 Oct 26) ₹93.3953 ↑ 0.88 (0.95 %) Net Assets (Cr) ₹922 on 30 Sep 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.39 Sharpe Ratio -0.05 Information Ratio 0.13 Alpha Ratio 5.15 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,442 30 Sep 23 ₹13,224 30 Sep 24 ₹20,088 30 Sep 25 ₹18,943 30 Sep 26 ₹19,462 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -4.9% 3 Month -7.8% 6 Month -8.8% 1 Year -3.6% 3 Year 13.9% 5 Year 12.6% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 23.8% 2023 41.7% 2022 2.1% 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Siddarth Mohta 21 Jan 26 0.69 Yr. Shalav Saket 28 Feb 26 0.59 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 43.79% Utility 11.54% Communication Services 10.23% Energy 9.8% Consumer Cyclical 8.35% Basic Materials 6.57% Financial Services 4.16% Health Care 1.86% Real Estate 0.89% Asset Allocation
Asset Class Value Cash 2.82% Equity 97.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹74 Cr 198,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹73 Cr 415,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹61 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹43 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹31 Cr 28,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG3% ₹30 Cr 132,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹26 Cr 675,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS2% ₹23 Cr 100,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Jun 24 | KPIL2% ₹22 Cr 158,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 24 | POWERINDIA2% ₹21 Cr 7,000 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Oct 26) ₹273.277 ↑ 3.58 (1.33 %) Net Assets (Cr) ₹4,107 on 30 Sep 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.46 Information Ratio 0.14 Alpha Ratio 6.86 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,170 30 Sep 23 ₹13,210 30 Sep 24 ₹18,587 30 Sep 25 ₹17,456 30 Sep 26 ₹20,023 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -7.3% 3 Month -4.4% 6 Month 2.2% 1 Year 2.9% 3 Year 13.1% 5 Year 13% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.92 Yr. Shalav Saket 20 Mar 26 0.53 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 22.19% Consumer Cyclical 20.53% Financial Services 20.07% Health Care 9.92% Basic Materials 9.63% Technology 4.87% Communication Services 3.86% Real Estate 2.07% Consumer Defensive 1.89% Utility 0.7% Energy 0.14% Asset Allocation
Asset Class Value Cash 3.38% Equity 95.87% Debt 0.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹207 Cr 264,884 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN3% ₹131 Cr 1,534,556 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹130 Cr 577,256 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹130 Cr 4,056,832 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹116 Cr 1,668,350 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹108 Cr 711,944 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹107 Cr 957,209 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹92 Cr 644,781 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹86 Cr 4,221,491
↓ -222,318 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Jun 26 | INDIGO2% ₹85 Cr 171,244
↑ 25,320 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (27 Oct 26) ₹84.2425 ↑ 0.72 (0.87 %) Net Assets (Cr) ₹7,131 on 30 Sep 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.1 Information Ratio 0.32 Alpha Ratio 6.08 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,965 30 Sep 23 ₹11,563 30 Sep 24 ₹16,292 30 Sep 25 ₹15,477 30 Sep 26 ₹16,368 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -6.6% 3 Month -6.6% 6 Month -0.9% 1 Year -4.8% 3 Year 11.4% 5 Year 8.5% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.6% 2024 21.1% 2023 26.8% 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Madanagopal Ramu 16 Mar 26 0.54 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 23.94% Financial Services 22.39% Consumer Cyclical 17.74% Technology 11.13% Health Care 5.86% Consumer Defensive 5.19% Communication Services 4.69% Real Estate 3.6% Basic Materials 2.19% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | RADICO5% ₹370 Cr 847,135 Lenskart Solutions Ltd (Healthcare)
Equity, Since 31 Jul 26 | LENSKART5% ₹333 Cr 4,865,007 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹293 Cr 9,150,470 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Apr 26 | MTARTECH4% ₹274 Cr 351,434
↓ -750 One97 Communications Ltd (Technology)
Equity, Since 31 Aug 26 | PAYTM4% ₹266 Cr 1,586,804
↑ 411,054 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹266 Cr 2,706,141 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | KALYANKJIL3% ₹243 Cr 4,401,669 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | FIVESTAR3% ₹234 Cr 4,520,688 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 26 | TDPOWERSYS3% ₹233 Cr 2,969,647 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 26 | UJJIVANSFB3% ₹228 Cr 33,778,893
↑ 7,128,090 7. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (27 Oct 26) ₹99.6762 ↓ -0.38 (-0.38 %) Net Assets (Cr) ₹1,614 on 30 Sep 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 0.02 Information Ratio 0.2 Alpha Ratio 8.53 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,998 30 Sep 23 ₹12,949 30 Sep 24 ₹16,871 30 Sep 25 ₹16,576 30 Sep 26 ₹17,151 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -5.2% 3 Month -7.3% 6 Month -6.4% 1 Year -7.1% 3 Year 9.1% 5 Year 9.1% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 16.9% 2024 7.1% 2023 31.1% 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 8.76 Yr. Shalav Saket 28 Feb 26 0.59 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 93.85% Technology 3.22% Asset Allocation
Asset Class Value Cash 1.35% Equity 97.58% Debt 1.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK11% ₹179 Cr 1,357,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹163 Cr 1,331,229 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹136 Cr 1,914,256 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN8% ₹127 Cr 1,327,777 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 25 | KOTAKBANK6% ₹95 Cr 2,273,831 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹76 Cr 440,924 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK5% ₹73 Cr 3,598,382
↓ -179,932 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹71 Cr 631,329 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹66 Cr 672,583 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹62 Cr 2,684,849 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (27 Oct 26) ₹88.19 ↑ 0.90 (1.03 %) Net Assets (Cr) ₹1,408 on 30 Sep 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.53 Information Ratio -0.66 Alpha Ratio 0.86 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹11,010 30 Sep 23 ₹12,659 30 Sep 24 ₹18,223 30 Sep 25 ₹16,828 30 Sep 26 ₹15,606 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 26 Duration Returns 1 Month -5.8% 3 Month -5.4% 6 Month -1.5% 1 Year -13.6% 3 Year 6.2% 5 Year 8.3% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.1% 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Rohit Seksaria 27 Feb 26 0.59 Yr. Shalav Saket 31 Dec 25 0.75 Yr. Anuj Bansal 27 Feb 26 0.59 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Consumer Cyclical 42.54% Consumer Defensive 20.82% Communication Services 9.92% Health Care 6.55% Financial Services 5.48% Industrials 4% Basic Materials 3.75% Technology 3.53% Asset Allocation
Asset Class Value Cash 2.46% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL9% ₹128 Cr 4,006,912
↓ -256,633 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL8% ₹117 Cr 664,101 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹113 Cr 4,317,311
↑ 2,762,641 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹99 Cr 336,803 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5323435% ₹65 Cr 157,981 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | VBL4% ₹58 Cr 1,335,122
↑ 188,974 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 25 | INDIGO4% ₹56 Cr 113,060 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 26 | 5329774% ₹55 Cr 50,802
↑ 16,499 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹54 Cr 65,932
↓ -19,792 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN4% ₹52 Cr 113,933
↓ -32,652
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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Research Highlights for Sundaram Global Advantage Fund