+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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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. Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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. Research Highlights for Sundaram Global Advantage Fund 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 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 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 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 Mid Cap Fund Growth ₹1,528.39
↓ -0.64 ₹14,504 100 6 7.4 12.4 19.5 17.4 4.1 Sundaram Global Advantage Fund Growth ₹44.1983
↓ 0.00 ₹170 100 2.3 10 22.2 18.9 11.8 23.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Small Cap Fund Growth ₹299.554
↑ 0.13 ₹3,922 100 8.5 18.9 19.8 16.9 16.7 0.4 Sundaram Infrastructure Advantage Fund Growth ₹101.377
↓ -0.38 ₹979 100 -1.7 1.9 9.3 16.7 16.4 4.1 Sundaram Large and Mid Cap Fund Growth ₹95.4755
↑ 0.28 ₹7,222 100 12.2 9.6 14.7 15.6 12.3 3.6 Sundaram Financial Services Opportunities Fund Growth ₹110.6
↑ 0.84 ₹1,679 100 7.4 0.3 14.1 13.6 13.1 16.9 Sundaram Rural and Consumption Fund Growth ₹97.0045
↓ -0.31 ₹1,495 100 10.8 6.7 -1.7 10.1 11.4 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Aug 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Global Advantage Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Large and Mid Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹14,504 Cr). Bottom quartile AUM (₹170 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,922 Cr). Bottom quartile AUM (₹979 Cr). Top quartile AUM (₹7,222 Cr). Upper mid AUM (₹1,679 Cr). Lower mid AUM (₹1,495 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (19+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (20+ yrs). Point 3 Rating: 4★ (top quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 17.37% (top quartile). 5Y return: 11.78% (bottom quartile). 5Y return: 17.29% (top quartile). 5Y return: 16.73% (upper mid). 5Y return: 16.45% (upper mid). 5Y return: 12.28% (lower mid). 5Y return: 13.13% (lower mid). 5Y return: 11.38% (bottom quartile). Point 6 3Y return: 19.50% (top quartile). 3Y return: 18.89% (top quartile). 3Y return: 17.03% (upper mid). 3Y return: 16.93% (upper mid). 3Y return: 16.70% (lower mid). 3Y return: 15.65% (lower mid). 3Y return: 13.60% (bottom quartile). 3Y return: 10.07% (bottom quartile). Point 7 1Y return: 12.40% (lower mid). 1Y return: 22.22% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: 19.82% (upper mid). 1Y return: 9.31% (bottom quartile). 1Y return: 14.70% (upper mid). 1Y return: 14.12% (lower mid). 1Y return: -1.65% (bottom quartile). Point 8 Alpha: 1.07 (lower mid). Alpha: 0.00 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 5.33 (top quartile). Alpha: 2.43 (upper mid). Alpha: 3.36 (upper mid). Alpha: 4.59 (top quartile). Alpha: -5.76 (bottom quartile). Point 9 Sharpe: 0.31 (upper mid). Sharpe: 0.99 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.16 (lower mid). Sharpe: 0.25 (lower mid). Sharpe: 0.08 (bottom quartile). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 0.49 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.05 (lower mid). Information ratio: 0.08 (upper mid). Information ratio: -0.10 (lower mid). Information ratio: 0.28 (top quartile). Information ratio: -0.67 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Global Advantage Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Infrastructure Advantage 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 Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (31 Aug 26) ₹1,528.39 ↓ -0.64 (-0.04 %) Net Assets (Cr) ₹14,504 on 31 Jul 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.31 Information Ratio 0.49 Alpha Ratio 1.07 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,915 31 Aug 23 ₹13,052 31 Aug 24 ₹20,165 31 Aug 25 ₹19,817 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 1.3% 3 Month 6% 6 Month 7.4% 1 Year 12.4% 3 Year 19.5% 5 Year 17.4% 10 Year 15 Year Since launch 23.2% 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 5.44 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 23.54% Industrials 17.38% Consumer Cyclical 16.33% Health Care 10.47% Basic Materials 8.37% Technology 8.01% Consumer Defensive 3.96% Real Estate 2.85% Utility 2.21% Communication Services 1.35% Energy 1.26% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.74% Debt 0.07% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹451 Cr 11,700,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹398 Cr 722,000
↓ -28,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹395 Cr 6,450,835
↓ -50,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹393 Cr 10,962,188 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹360 Cr 1,735,153
↑ 21,000 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹345 Cr 945,165 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹324 Cr 38,278,844 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹303 Cr 700,000
↓ -125,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE2% ₹293 Cr 1,705,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹287 Cr 3,300,000 2. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (27 Aug 26) ₹44.1983 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹170 on 31 Jul 26 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 0.99 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 31 Aug 21 ₹10,000 31 Aug 22 ₹8,616 31 Aug 23 ₹10,656 31 Aug 24 ₹12,280 31 Aug 25 ₹14,425 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 4.5% 3 Month 2.3% 6 Month 10% 1 Year 22.2% 3 Year 18.9% 5 Year 11.8% 10 Year 15 Year Since launch 8.1% 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 0.58 Yr. Data below for Sundaram Global Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Technology 32.57% Consumer Cyclical 19.05% Financial Services 16.11% Communication Services 13.26% Consumer Defensive 11.21% Industrials 5.39% Asset Allocation
Asset Class Value Cash 2.43% Equity 97.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹166 Cr 9,147,276 Treps
CBLO/Reverse Repo | -3% ₹4 Cr Cash And Other Net Current Assets
Net Current Assets | -0% ₹0 Cr 3. 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 31 Aug 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 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (31 Aug 26) ₹299.554 ↑ 0.13 (0.04 %) Net Assets (Cr) ₹3,922 on 31 Jul 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.31 Information Ratio -0.05 Alpha Ratio 5.33 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,734 31 Aug 23 ₹13,558 31 Aug 24 ₹19,092 31 Aug 25 ₹18,089 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 4.5% 3 Month 8.5% 6 Month 18.9% 1 Year 19.8% 3 Year 16.9% 5 Year 16.7% 10 Year 15 Year Since launch 17.1% 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 3.75 Yr. Shalav Saket 20 Mar 26 0.37 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 20.99% Consumer Cyclical 20.85% Industrials 18.7% Health Care 11.27% Basic Materials 7.9% Communication Services 4.91% Technology 4.58% Consumer Defensive 2.46% Real Estate 2.25% Utility 0.85% Asset Allocation
Asset Class Value Cash 4.41% Equity 94.81% Debt 0.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹152 Cr 264,884 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN4% ₹141 Cr 1,534,556 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹138 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS4% ₹138 Cr 577,256 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹123 Cr 4,056,832 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹113 Cr 711,944
↑ 51,733 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹101 Cr 957,209 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹96 Cr 97,466 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹87 Cr 1,150,500 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹87 Cr 569,382
↑ 140,860 5. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (31 Aug 26) ₹101.377 ↓ -0.38 (-0.38 %) Net Assets (Cr) ₹979 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0.16 Information Ratio 0.08 Alpha Ratio 2.43 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 31 Aug 21 ₹10,000 31 Aug 22 ₹11,202 31 Aug 23 ₹13,470 31 Aug 24 ₹20,649 31 Aug 25 ₹19,586 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month -0.4% 3 Month -1.7% 6 Month 1.9% 1 Year 9.3% 3 Year 16.7% 5 Year 16.4% 10 Year 15 Year Since launch 11.7% 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 0.53 Yr. Shalav Saket 28 Feb 26 0.42 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 42.75% Utility 11.71% Communication Services 10.72% Energy 10.05% Consumer Cyclical 8.1% Basic Materials 6.56% Financial Services 4.22% Health Care 1.92% Real Estate 0.94% Asset Allocation
Asset Class Value Cash 3.01% Equity 96.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹82 Cr 415,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹78 Cr 198,000
↓ -12,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹67 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹47 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹33 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹26 Cr 675,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG3% ₹25 Cr 112,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS2% ₹24 Cr 100,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹23 Cr 800,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 24 | POWERINDIA2% ₹23 Cr 7,000 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (31 Aug 26) ₹95.4755 ↑ 0.28 (0.29 %) Net Assets (Cr) ₹7,222 on 31 Jul 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.25 Information Ratio -0.1 Alpha Ratio 3.36 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,423 31 Aug 23 ₹11,538 31 Aug 24 ₹16,245 31 Aug 25 ₹15,559 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 3.9% 3 Month 12.2% 6 Month 9.6% 1 Year 14.7% 3 Year 15.6% 5 Year 12.3% 10 Year 15 Year Since launch 12.3% 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 0.38 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 24.35% Financial Services 22.77% Consumer Cyclical 18.76% Technology 9.11% Basic Materials 5.36% Health Care 5.15% Consumer Defensive 5.09% Communication Services 5.02% Real Estate 3.68% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | RADICO5% ₹368 Cr 847,135 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | KALYANKJIL4% ₹312 Cr 5,090,889 Oracle Financial Services Software Ltd (Technology)
Equity, Since 30 Apr 26 | OFSS4% ₹307 Cr 274,384 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 26 | TDPOWERSYS4% ₹286 Cr 2,525,465
↑ 658,007 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹283 Cr 2,706,141 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹277 Cr 9,150,470
↑ 1,205,091 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | FIVESTAR3% ₹248 Cr 4,520,688 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 May 26 | CHOLAFIN3% ₹238 Cr 1,285,210 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Mar 26 | 5322343% ₹217 Cr 6,208,271 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 26 | INDIGO3% ₹216 Cr 417,063 7. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (31 Aug 26) ₹110.6 ↑ 0.84 (0.77 %) Net Assets (Cr) ₹1,679 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.08 Information Ratio 0.28 Alpha Ratio 4.59 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 31 Aug 21 ₹10,000 31 Aug 22 ₹10,420 31 Aug 23 ₹12,638 31 Aug 24 ₹16,676 31 Aug 25 ₹16,237 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 2.5% 3 Month 7.4% 6 Month 0.3% 1 Year 14.1% 3 Year 13.6% 5 Year 13.1% 10 Year 15 Year Since launch 14.1% 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 8.59 Yr. Shalav Saket 28 Feb 26 0.42 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 94.78% Technology 2.05% Asset Allocation
Asset Class Value Cash 2.15% Equity 96.83% Debt 1.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹203 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹158 Cr 1,285,006
↑ 67,465 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹143 Cr 1,914,256
↓ -1,200,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN8% ₹136 Cr 1,327,777
↑ 324,308 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329786% ₹94 Cr 462,386
↑ 9,667 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 25 | KOTAKBANK6% ₹93 Cr 2,379,924
↑ 1,010,742 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹70 Cr 672,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹70 Cr 3,778,314 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹66 Cr 631,329 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹65 Cr 2,684,849
↑ 476,223 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (31 Aug 26) ₹97.0045 ↓ -0.31 (-0.32 %) Net Assets (Cr) ₹1,495 on 31 Jul 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.3 Information Ratio -0.67 Alpha Ratio -5.76 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 31 Aug 21 ₹10,000 31 Aug 22 ₹11,244 31 Aug 23 ₹12,852 31 Aug 24 ₹17,670 31 Aug 25 ₹17,429 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Aug 26 Duration Returns 1 Month 2% 3 Month 10.8% 6 Month 6.7% 1 Year -1.7% 3 Year 10.1% 5 Year 11.4% 10 Year 15 Year Since launch 11.8% 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 0.42 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Anuj Bansal 27 Feb 26 0.42 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Consumer Cyclical 46.74% Consumer Defensive 14.93% Communication Services 10.38% Health Care 5.97% Industrials 3.91% Financial Services 3.41% Basic Materials 3.25% Technology 3.14% Asset Allocation
Asset Class Value Cash 7.58% Equity 92.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹131 Cr 664,101
↑ 1,728 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL9% ₹129 Cr 4,263,545 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹114 Cr 336,803 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹77 Cr 85,724 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹71 Cr 146,585
↓ -66,107 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5323435% ₹68 Cr 157,981
↑ 19,719 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹65 Cr 431,406 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 25 | INDIGO4% ₹58 Cr 113,060
↑ 15,236 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS4% ₹56 Cr 235,207 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | VBL3% ₹51 Cr 1,146,148
↑ 496,277
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 Mid Cap Fund