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8 बेस्ट सुंदरम एसआईपी म्यूचुअल फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

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बेस्ट सुंदरम एसआईपी म्यूचुअल फंड 2022

Updated on April 13, 2024 , 15863 views

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।

sundaram

SIP से आप अपनी लंबी अवधि की योजना बना सकते हैंवित्तीय लक्ष्यों पसंदनिवृत्ति, शादी, घर/कार की खरीद आदि। सुंदरम एसआईपी फंड में, आप लंबी अवधि में INR 250 जितनी कम राशि का निवेश कर सकते हैं और इन लक्ष्यों को प्राप्त कर सकते हैं।

सुंदरम एसआईपी में निवेश क्यों करें?

कुछ केनिवेश के लाभ एक एसआईपी में हैं:

निवेशक योजना बना रहे हैंSIP में निवेश करें, यहां कुछ बेहतरीन सुंदरम एसआईपी हैं:म्यूचुअल फंड्स 2022 के लिए। इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न इत्यादि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।

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इक्विटी के लिए सुंदरम म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Infrastructure Advantage Fund Growth ₹83.7744
↑ 0.18
₹865 100 9.426.85728.720.541.7
Sundaram Small Cap Fund Growth ₹225.445
↑ 0.38
₹3,056 100 215.250.828.121.945.3
Sundaram Mid Cap Fund Growth ₹1,116.98
↓ -0.70
₹10,262 100 4.321.753.525.81940.4
Sundaram Financial Services Opportunities Fund Growth ₹88.7186
↓ -0.45
₹1,150 100 -0.113.635.620.116.831.1
Sundaram Large and Mid Cap Fund Growth ₹73.4706
↓ -0.12
₹6,118 100 3.216.836.919.716.326.8
Sundaram Rural and Consumption Fund Growth ₹81.7245
↑ 0.03
₹1,365 100 -0.48.135.11914.230.2
Sundaram Diversified Equity Fund Growth ₹192.852
↓ -1.09
₹1,604 250 1.211.427.917.413.723.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24
*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

1. Sundaram Infrastructure Advantage Fund

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

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.1% since its launch.  Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (16 Apr 24) ₹83.7744 ↑ 0.18   (0.22 %)
Net Assets (Cr) ₹865 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.55
Sharpe Ratio 3.29
Information Ratio 0.01
Alpha Ratio 5.2
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,574
31 Mar 21₹12,279
31 Mar 22₹15,272
31 Mar 23₹16,026
31 Mar 24₹25,024

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 7.1%
3 Month 9.4%
6 Month 26.8%
1 Year 57%
3 Year 28.7%
5 Year 20.5%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 2.1%
2021 49.5%
2020 10.4%
2019 2.2%
2018 -21.9%
2017 55.5%
2016 -0.5%
2015 4.8%
2014 57.6%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 203.69 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials41.59%
Energy12.25%
Utility11.74%
Basic Materials10.33%
Financial Services6.05%
Communication Services5.74%
Technology3.52%
Consumer Cyclical2.56%
Real Estate2.21%
Asset Allocation
Asset ClassValue
Cash4.01%
Equity95.99%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
9%₹76 Cr218,850
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹65 Cr224,000
↑ 6,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
6%₹54 Cr1,600,000
↓ -110,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹50 Cr442,000
↓ -12,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹38 Cr38,000
↓ -2,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
3%₹26 Cr1,254,485
↓ -45,515
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 532898
2%₹21 Cr753,333
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
2%₹19 Cr52,000
↓ -5,000
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
2%₹19 Cr36,600
ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB
2%₹18 Cr33,000

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

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

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (16 Apr 24) ₹225.445 ↑ 0.38   (0.17 %)
Net Assets (Cr) ₹3,056 on 29 Feb 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.4
Information Ratio -0.22
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

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

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 7.1%
3 Month 2%
6 Month 15.2%
1 Year 50.8%
3 Year 28.1%
5 Year 21.9%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Rohit Seksaria1 Nov 221.42 Yr.

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

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

3. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.3% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (16 Apr 24) ₹1,116.98 ↓ -0.70   (-0.06 %)
Net Assets (Cr) ₹10,262 on 29 Feb 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.06
Information Ratio -0.84
Alpha Ratio 1.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

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

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 5%
3 Month 4.3%
6 Month 21.7%
1 Year 53.5%
3 Year 25.8%
5 Year 19%
10 Year
15 Year
Since launch 24.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.1 Yr.
Ratish Varier24 Feb 213.1 Yr.

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

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

4. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (16 Apr 24) ₹88.7186 ↓ -0.45   (-0.51 %)
Net Assets (Cr) ₹1,150 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.41
Information Ratio 1.65
Alpha Ratio 20.12
Min Investment 100,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

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

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 3.4%
3 Month -0.1%
6 Month 13.6%
1 Year 35.6%
3 Year 20.1%
5 Year 16.8%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 176.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

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

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

5. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

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

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (16 Apr 24) ₹73.4706 ↓ -0.12   (-0.16 %)
Net Assets (Cr) ₹6,118 on 29 Feb 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.09
Information Ratio -0.95
Alpha Ratio -7.42
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

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

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 4.2%
3 Month 3.2%
6 Month 16.8%
1 Year 36.9%
3 Year 19.7%
5 Year 16.3%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.8%
2022 -1.3%
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

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

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

6. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (16 Apr 24) ₹81.7245 ↑ 0.03   (0.04 %)
Net Assets (Cr) ₹1,365 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.64
Information Ratio -0.39
Alpha Ratio 6.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

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

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 3.7%
3 Month -0.4%
6 Month 8.1%
1 Year 35.1%
3 Year 19%
5 Year 14.2%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

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

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

7. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (16 Apr 24) ₹192.852 ↓ -1.09   (-0.56 %)
Net Assets (Cr) ₹1,604 on 29 Feb 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 1.8
Information Ratio -0.84
Alpha Ratio -6.91
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

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

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

DurationReturns
1 Month 1.8%
3 Month 1.2%
6 Month 11.4%
1 Year 27.9%
3 Year 17.4%
5 Year 13.7%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 222.25 Yr.
Rohit Seksaria24 Feb 213.1 Yr.

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

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

8. Sundaram Select Focus Fund

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

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

Below is the key information for Sundaram Select Focus Fund

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

Growth of 10,000 investment over the years.

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

Sundaram Select Focus Fund SIP Returns

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

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24

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

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

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

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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Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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