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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 March 25, 2023 , 14514 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 (%)2022 (%)
Sundaram Small Cap Fund Growth ₹142.744
↓ -1.37
₹1,962 100 -4.1-1.90397.6-2.1
Sundaram Infrastructure Advantage Fund Growth ₹51.256
↓ -0.26
₹595 100 -3.40.5533.98.12.1
Sundaram Mid Cap Fund Growth ₹698.646
↓ -2.60
₹7,049 100 -5.9-4.51.928.474.8
Sundaram Diversified Equity Fund Growth ₹144.889
↓ -0.18
₹1,623 250 -6-2.5126.77.74
Sundaram Large and Mid Cap Fund Growth ₹51.4237
↓ -0.10
₹4,885 100 -7.1-4.4-3.72610-1.3
Sundaram Financial Services Opportunities Fund Growth ₹61.8769
↓ -0.10
₹602 100 -7.33.29.824.410.616.8
Sundaram Rural and Consumption Fund Growth ₹58.7252
↓ -0.14
₹1,107 100 -6.2-7.57.623.17.39.3
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 27 Mar 23
*निधि के आधार पर सूचीसंपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.

1. 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 15.8% since its launch.  Ranked 19 in Small Cap category.  Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (27 Mar 23) ₹142.744 ↓ -1.37   (-0.95 %)
Net Assets (Cr) ₹1,962 on 28 Feb 23
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.07
Information Ratio -0.22
Alpha Ratio 2.91
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
28 Feb 18₹10,000
28 Feb 19₹7,229
29 Feb 20₹7,578
28 Feb 21₹9,877
28 Feb 22₹13,246
28 Feb 23₹13,974

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 ₹367,070.
Net Profit of ₹67,070
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 27 Mar 23

DurationReturns
1 Month -1.8%
3 Month -4.1%
6 Month -1.9%
1 Year 0%
3 Year 39%
5 Year 7.6%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.16 Yr.
Rohit Seksaria1 Nov 220.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials22.22%
Financial Services21.69%
Consumer Cyclical19.46%
Technology8.37%
Health Care6.35%
Basic Materials6.05%
Consumer Defensive3.63%
Communication Services2.39%
Real Estate1.74%
Asset Allocation
Asset ClassValue
Cash6.84%
Equity93.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
4%₹69 Cr362,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹63 Cr1,087,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹57 Cr690,451
↓ -205,402
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
3%₹55 Cr475,000
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹53 Cr824,354
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹53 Cr327,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹50 Cr3,440,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN
2%₹42 Cr803,001
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹41 Cr201,924
ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA
2%₹40 Cr90,000

2. 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 9.8% since its launch.  Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (27 Mar 23) ₹51.256 ↓ -0.26   (-0.50 %)
Net Assets (Cr) ₹595 on 28 Feb 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.18
Information Ratio -0.16
Alpha Ratio 1.68
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
28 Feb 18₹10,000
28 Feb 19₹8,133
29 Feb 20₹8,462
28 Feb 21₹10,783
28 Feb 22₹13,218
28 Feb 23₹14,180

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 ₹376,357.
Net Profit of ₹76,357
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 27 Mar 23

DurationReturns
1 Month -0.9%
3 Month -3.4%
6 Month 0.5%
1 Year 5%
3 Year 33.9%
5 Year 8.1%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -15.8%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 202.61 Yr.
Ashish Aggarwal1 Jan 221.16 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials45.81%
Basic Materials11.03%
Financial Services9.35%
Utility8.77%
Energy7.53%
Communication Services6.12%
Consumer Cyclical4.67%
Real Estate2.77%
Asset Allocation
Asset ClassValue
Cash3.78%
Equity96.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
10%₹58 Cr273,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹36 Cr490,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹35 Cr150,246
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
6%₹34 Cr403,500
↓ -26,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹28 Cr39,200
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
4%₹25 Cr1,460,000
↑ 80,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
3%₹18 Cr93,000
↓ -2,491
State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN
3%₹18 Cr335,000
↑ 15,000
ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB
2%₹15 Cr46,200
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
2%₹15 Cr80,635
↓ -3,135

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 22.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (27 Mar 23) ₹698.646 ↓ -2.60   (-0.37 %)
Net Assets (Cr) ₹7,049 on 28 Feb 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.13
Information Ratio -1.6
Alpha Ratio -1.59
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
28 Feb 18₹10,000
28 Feb 19₹8,438
29 Feb 20₹9,107
28 Feb 21₹11,100
28 Feb 22₹13,049
28 Feb 23₹13,893

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 ₹357,992.
Net Profit of ₹57,992
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 27 Mar 23

DurationReturns
1 Month -2.6%
3 Month -5.9%
6 Month -4.5%
1 Year 1.9%
3 Year 28.4%
5 Year 7%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 212.01 Yr.
Ratish Varier24 Feb 212.01 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical24.05%
Financial Services20.86%
Industrials14.17%
Basic Materials11.41%
Health Care9.25%
Consumer Defensive5.69%
Technology4.03%
Utility2.67%
Real Estate1.68%
Communication Services1.36%
Energy0.3%
Asset Allocation
Asset ClassValue
Cash4.53%
Equity95.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
4%₹273 Cr914,013
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹264 Cr20,427,488
↑ 131,390
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹179 Cr1,486,180
↓ -22,056
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹173 Cr360,981
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
2%₹173 Cr419,040
↑ 23,385
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
2%₹168 Cr1,070,514
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
2%₹166 Cr920,000
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹161 Cr1,794,703
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 21 | TIINDIA
2%₹160 Cr577,786
↑ 18,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
2%₹156 Cr1,200,000
↓ -25,956

4. 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 15.5% since its launch.  Ranked 14 in ELSS category.  Return for 2022 was 4% , 2021 was 31.5% and 2020 was 9.9% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (27 Mar 23) ₹144.889 ↓ -0.18   (-0.13 %)
Net Assets (Cr) ₹1,623 on 28 Feb 23
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.05
Information Ratio -0.73
Alpha Ratio 2.02
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,110
29 Feb 20₹9,518
28 Feb 21₹11,662
28 Feb 22₹13,662
28 Feb 23₹14,366

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 ₹367,070.
Net Profit of ₹67,070
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 27 Mar 23

DurationReturns
1 Month -2.9%
3 Month -6%
6 Month -2.5%
1 Year 1%
3 Year 26.7%
5 Year 7.7%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
2014 45.7%
2013 1.4%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Sudhir Kedia1 Jan 221.16 Yr.
Rohit Seksaria24 Feb 212.01 Yr.

Data below for Sundaram Diversified Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.53%
Industrials14.97%
Technology12.29%
Consumer Cyclical11.38%
Consumer Defensive7.35%
Energy6.39%
Basic Materials4.52%
Health Care2.75%
Communication Services1.68%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹122 Cr1,424,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
6%₹104 Cr447,000
↑ 21,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
6%₹98 Cr611,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹85 Cr570,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC
4%₹71 Cr272,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
4%₹63 Cr1,207,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹55 Cr165,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹53 Cr628,000
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹46 Cr3,184,000
↓ -225,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB
3%₹42 Cr136,000
↓ -39,000

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 10.7% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2022 was -1.3% , 2021 was 42.1% and 2020 was 7.6% .

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 (27 Mar 23) ₹51.4237 ↓ -0.10   (-0.20 %)
Net Assets (Cr) ₹4,885 on 28 Feb 23
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.24
Information Ratio -1.2
Alpha Ratio -4.37
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
28 Feb 18₹10,000
28 Feb 19₹9,865
29 Feb 20₹11,080
28 Feb 21₹13,365
28 Feb 22₹16,208
28 Feb 23₹16,290

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 ₹395,578.
Net Profit of ₹95,578
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 27 Mar 23

DurationReturns
1 Month -3.1%
3 Month -7.1%
6 Month -4.4%
1 Year -3.7%
3 Year 26%
5 Year 10%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.3%
2021 42.1%
2020 7.6%
2019 10.3%
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221.16 Yr.
Ashish Aggarwal1 Jan 221.16 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services28.61%
Consumer Cyclical17.49%
Industrials16.81%
Technology10.05%
Basic Materials6.88%
Consumer Defensive5.47%
Energy4.14%
Health Care3.26%
Utility1.99%
Communication Services1.52%
Real Estate1.41%
Asset Allocation
Asset ClassValue
Cash2.2%
Equity97.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
6%₹291 Cr3,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
5%₹223 Cr1,392,929
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹202 Cr870,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
4%₹190 Cr1,279,690
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹135 Cr2,580,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
3%₹132 Cr625,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
2%₹116 Cr1,371,950
Canara Bank (Financial Services)
Equity, Since 31 Dec 21 | 532483
2%₹108 Cr3,875,118
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC
2%₹100 Cr384,006
ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB
2%₹100 Cr310,000

6. 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 13.1% since its launch.  Ranked 23 in Sectoral category.  Return for 2022 was 16.8% , 2021 was 15.3% and 2020 was 2.7% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (27 Mar 23) ₹61.8769 ↓ -0.10   (-0.17 %)
Net Assets (Cr) ₹602 on 28 Feb 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio 0.38
Information Ratio 0.39
Alpha Ratio 3.96
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
28 Feb 18₹10,000
28 Feb 19₹9,548
29 Feb 20₹11,687
28 Feb 21₹14,054
28 Feb 22₹14,713
28 Feb 23₹16,386

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 ₹395,578.
Net Profit of ₹95,578
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 27 Mar 23

DurationReturns
1 Month -2.2%
3 Month -7.3%
6 Month 3.2%
1 Year 9.8%
3 Year 24.4%
5 Year 10.6%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 16.8%
2021 15.3%
2020 2.7%
2019 26.4%
2018 -3.7%
2017 33.3%
2016 12.8%
2015 -9%
2014 58%
2013 -12.4%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 175.17 Yr.
Ashish Aggarwal1 Jan 221.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services90.62%
Asset Allocation
Asset ClassValue
Cash8.16%
Equity91.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
20%₹118 Cr1,381,374
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
16%₹95 Cr593,367
↓ -59,611
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
9%₹52 Cr1,000,293
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹52 Cr613,557
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC
8%₹46 Cr176,077
↑ 22,593
Canara Bank (Financial Services)
Equity, Since 31 May 22 | 532483
3%₹19 Cr686,458
Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 532134
3%₹18 Cr1,122,364
↑ 220,963
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
3%₹15 Cr143,511
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹15 Cr2,094,384
↑ 2,094,384
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
2%₹13 Cr115,413

7. 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 11.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (27 Mar 23) ₹58.7252 ↓ -0.14   (-0.23 %)
Net Assets (Cr) ₹1,107 on 28 Feb 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.17
Information Ratio -0.36
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,252
29 Feb 20₹10,114
28 Feb 21₹11,579
28 Feb 22₹13,155
28 Feb 23₹14,088

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 ₹367,070.
Net Profit of ₹67,070
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 27 Mar 23

DurationReturns
1 Month -1.4%
3 Month -6.2%
6 Month -7.5%
1 Year 7.6%
3 Year 23.1%
5 Year 7.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221.16 Yr.
Ashish Aggarwal1 Jan 221.16 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical39.32%
Consumer Defensive31.39%
Communication Services10.18%
Financial Services4.05%
Health Care2.43%
Basic Materials2.1%
Real Estate2.03%
Industrials0.53%
Asset Allocation
Asset ClassValue
Cash7.96%
Equity92.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
9%₹98 Cr398,056
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
6%₹69 Cr1,820,266
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹67 Cr282,609
↓ -11,105
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹66 Cr884,639
↑ 50,224
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
6%₹61 Cr70,800
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹41 Cr552,858
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹37 Cr184,344
↓ -200
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹34 Cr1,126,117
↓ -155,437
State Bank of India (Financial Services)
Equity, Since 31 Oct 22 | SBIN
3%₹33 Cr632,666
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹30 Cr239,842

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
28 Feb 18₹10,000
28 Feb 19₹10,141
29 Feb 20₹11,405
28 Feb 21₹13,985

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 27 Mar 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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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