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बेस्ट 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।
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:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबे समय तक बचत करने की आदत
- समय की आवश्यकता नहीं हैमंडी
- वहनीय और सुविधाजनक
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
(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 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 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 Below is the key information for Sundaram Infrastructure Advantage 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. 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 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 (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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,253.03
↓ -2.33 ₹11,333 100 -1.7 -7.1 10.7 24.2 29.5 32 Sundaram Financial Services Opportunities Fund Growth ₹99.0034
↓ -1.31 ₹1,415 100 4.7 1.9 10.5 22.4 25.3 7.1 Sundaram Infrastructure Advantage Fund Growth ₹86.9605
↓ -0.27 ₹882 100 2.1 -7.3 3.2 21.3 30.7 23.8 Sundaram Rural and Consumption Fund Growth ₹93.4687
↓ -0.33 ₹1,445 100 -0.9 -3.2 13.3 20.6 22.7 20.1 Sundaram Small Cap Fund Growth ₹231.816
↑ 0.36 ₹2,955 100 -4.1 -11.1 3.5 19.8 33.2 19.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Large and Mid Cap Fund Growth ₹79.2535
↓ -0.62 ₹6,381 100 -0.9 -5.8 6.9 16.5 24 21.1 Sundaram Diversified Equity Fund Growth ₹208.112
↓ -1.83 ₹1,428 250 0.3 -2 7.8 14.9 22.6 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 May 25 संपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.6% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (09 May 25) ₹1,253.03 ↓ -2.33 (-0.19 %) Net Assets (Cr) ₹11,333 on 31 Mar 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.34 Information Ratio 0.15 Alpha Ratio 3.95 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 Apr 20 ₹10,000 30 Apr 21 ₹15,898 30 Apr 22 ₹19,326 30 Apr 23 ₹20,467 30 Apr 24 ₹31,936 30 Apr 25 ₹35,252 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 6% 3 Month -1.7% 6 Month -7.1% 1 Year 10.7% 3 Year 24.2% 5 Year 29.5% 10 Year 15 Year Since launch 23.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.18 Yr. Ratish Varier 24 Feb 21 4.18 Yr. Data below for Sundaram Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Financial Services 17.27% Industrials 13.7% Health Care 10.83% Basic Materials 10.45% Technology 6.89% Consumer Defensive 4.11% Real Estate 3.61% Communication Services 3.57% Utility 2.04% Energy 1.91% Asset Allocation
Asset Class Value Cash 6.46% Equity 93.53% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Liquid Dir Gr
Investment Fund | -4% ₹454 Cr 1,980,541
↑ 1,749,177 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹388 Cr 1,270,127 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹371 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹346 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹281 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹274 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹271 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹267 Cr 484,892 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹244 Cr 8,612,119
↑ 133,252 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹235 Cr 3,599,583
↑ 201,312 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (09 May 25) ₹99.0034 ↓ -1.31 (-1.30 %) Net Assets (Cr) ₹1,415 on 31 Mar 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.15 Information Ratio 0.62 Alpha Ratio -10.88 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 Apr 20 ₹10,000 30 Apr 21 ₹14,995 30 Apr 22 ₹16,317 30 Apr 23 ₹19,257 30 Apr 24 ₹26,634 30 Apr 25 ₹29,174 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 5.7% 3 Month 4.7% 6 Month 1.9% 1 Year 10.5% 3 Year 22.4% 5 Year 25.3% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -9% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.34 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 94.37% Asset Allocation
Asset Class Value Cash 3.66% Equity 95.31% Debt 1.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹279 Cr 1,525,703
↑ 135,647 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹181 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹139 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹77 Cr 1,003,469
↑ 54,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹68 Cr 1,036,445 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹64 Cr 317,616
↑ 317,616 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹58 Cr 654,542
↑ 38,398 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹53 Cr 15,383,384 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 5428674% ₹51 Cr 1,697,765 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹50 Cr 2,208,626 3. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 11.7% since its launch. Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (09 May 25) ₹86.9605 ↓ -0.27 (-0.31 %) Net Assets (Cr) ₹882 on 31 Mar 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio 0.01 Information Ratio -0.03 Alpha Ratio 3.24 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 Apr 20 ₹10,000 30 Apr 21 ₹16,445 30 Apr 22 ₹20,997 30 Apr 23 ₹22,474 30 Apr 24 ₹35,853 30 Apr 25 ₹36,251 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 7.1% 3 Month 2.1% 6 Month -7.3% 1 Year 3.2% 3 Year 21.3% 5 Year 30.7% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4.8% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 4.77 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 37.25% Energy 11.88% Utility 11.68% Communication Services 11.16% Basic Materials 8.06% Financial Services 6.69% Consumer Cyclical 5.85% Real Estate 2.46% Technology 0.4% Asset Allocation
Asset Class Value Cash 4.58% Equity 95.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹76 Cr 440,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE9% ₹75 Cr 590,000
↑ 15,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹73 Cr 210,000
↑ 5,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹48 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹32 Cr 28,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK3% ₹26 Cr 193,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328983% ₹23 Cr 775,000
↑ 25,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹18 Cr 600,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹16 Cr 575,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹16 Cr 21,500 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (09 May 25) ₹93.4687 ↓ -0.33 (-0.36 %) Net Assets (Cr) ₹1,445 on 31 Mar 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.2 Information Ratio -0.12 Alpha Ratio 2.24 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 Apr 20 ₹10,000 30 Apr 21 ₹13,680 30 Apr 22 ₹16,072 30 Apr 23 ₹17,408 30 Apr 24 ₹23,646 30 Apr 25 ₹26,582 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 5.1% 3 Month -0.9% 6 Month -3.2% 1 Year 13.3% 3 Year 20.6% 5 Year 22.7% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.33 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Consumer Cyclical 40.18% Consumer Defensive 31.35% Communication Services 13.42% Health Care 3.62% Financial Services 2.99% Basic Materials 1.56% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL11% ₹163 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹123 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹104 Cr 390,720
↑ 5,228 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹79 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 235,289 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹67 Cr 58,511 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹64 Cr 453,496 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433204% ₹61 Cr 3,000,962 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹52 Cr 79,027
↑ 16,374 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹49 Cr 245,560 5. Sundaram Small Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (09 May 25) ₹231.816 ↑ 0.36 (0.15 %) Net Assets (Cr) ₹2,955 on 31 Mar 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.08 Information Ratio -0.37 Alpha Ratio -3.38 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 Apr 20 ₹10,000 30 Apr 21 ₹19,020 30 Apr 22 ₹24,364 30 Apr 23 ₹25,954 30 Apr 24 ₹39,255 30 Apr 25 ₹39,281 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 6.8% 3 Month -4.1% 6 Month -11.1% 1 Year 3.5% 3 Year 19.8% 5 Year 33.2% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.5 Yr. Data below for Sundaram Small Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 20.25% Consumer Cyclical 18.61% Financial Services 17.71% Health Care 9.2% Basic Materials 8.48% Consumer Defensive 5.07% Technology 4.29% Communication Services 3.73% Real Estate 3.17% Utility 1.22% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹92 Cr 1,898,655 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹82 Cr 509,862 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹79 Cr 400,720
↑ 23,907 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹76 Cr 434,995
↓ -48,216 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹72 Cr 815,542
↑ 55,724 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹67 Cr 137,582
↑ 3,036 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹67 Cr 936,780 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹65 Cr 1,184,520 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹65 Cr 18,825,767 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹62 Cr 791,244
↑ 3,667 6. 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) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹13,937 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 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 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (09 May 25) ₹79.2535 ↓ -0.62 (-0.77 %) Net Assets (Cr) ₹6,381 on 31 Mar 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.14 Information Ratio -1 Alpha Ratio 0.68 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 Apr 20 ₹10,000 30 Apr 21 ₹15,120 30 Apr 22 ₹18,610 30 Apr 23 ₹19,157 30 Apr 24 ₹26,532 30 Apr 25 ₹28,293 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 5.3% 3 Month -0.9% 6 Month -5.8% 1 Year 6.9% 3 Year 16.5% 5 Year 24% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.5% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.83 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.93% Consumer Cyclical 13.74% Industrials 11.16% Health Care 9.42% Energy 6.85% Technology 6.63% Communication Services 5.99% Consumer Defensive 5.55% Basic Materials 5.44% Utility 2.16% Real Estate 1.71% Asset Allocation
Asset Class Value Cash 5.14% Equity 94.58% Debt 0.28% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹355 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹300 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹260 Cr 2,040,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹177 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹157 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹156 Cr 900,000 Sundaram Money Market Dir Gr
Investment Fund | -2% ₹150 Cr 101,618,181
↑ 50,474,727 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹148 Cr 680,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹140 Cr 400,000
↓ -15,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹124 Cr 172,500 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 14 in ELSS category. Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (09 May 25) ₹208.112 ↓ -1.83 (-0.87 %) Net Assets (Cr) ₹1,428 on 31 Mar 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.05 Information Ratio -0.67 Alpha Ratio -1.4 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,105 30 Apr 22 ₹18,099 30 Apr 23 ₹19,254 30 Apr 24 ₹24,818 30 Apr 25 ₹26,412 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 May 25 Duration Returns 1 Month 6% 3 Month 0.3% 6 Month -2% 1 Year 7.8% 3 Year 14.9% 5 Year 22.6% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 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% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 3.33 Yr. Rohit Seksaria 24 Feb 21 4.18 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.2% Industrials 11.39% Consumer Cyclical 10.87% Health Care 6.94% Technology 6.81% Consumer Defensive 6.07% Basic Materials 6.05% Energy 5.78% Communication Services 5.51% Utility 2% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹132 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹119 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹64 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹55 Cr 156,446 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹49 Cr 280,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹48 Cr 306,000
↓ -58,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹46 Cr 419,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹46 Cr 595,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO3% ₹38 Cr 74,000
↓ -9,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5325383% ₹37 Cr 32,000
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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