Table of Contents
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।
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।
Talk to our investment specialist
(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 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 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 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 (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 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 (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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sundaram Small Cap Fund Growth ₹142.744
↓ -1.37 ₹1,962 100 -4.1 -1.9 0 39 7.6 -2.1 Sundaram Infrastructure Advantage Fund Growth ₹51.256
↓ -0.26 ₹595 100 -3.4 0.5 5 33.9 8.1 2.1 Sundaram Mid Cap Fund Growth ₹698.646
↓ -2.60 ₹7,049 100 -5.9 -4.5 1.9 28.4 7 4.8 Sundaram Diversified Equity Fund Growth ₹144.889
↓ -0.18 ₹1,623 250 -6 -2.5 1 26.7 7.7 4 Sundaram Large and Mid Cap Fund Growth ₹51.4237
↓ -0.10 ₹4,885 100 -7.1 -4.4 -3.7 26 10 -1.3 Sundaram Financial Services Opportunities Fund Growth ₹61.8769
↓ -0.10 ₹602 100 -7.3 3.2 9.8 24.4 10.6 16.8 Sundaram Rural and Consumption Fund Growth ₹58.7252
↓ -0.14 ₹1,107 100 -6.2 -7.5 7.6 23.1 7.3 9.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 23 संपत्ति>= 100 करोड़
पर छाँटा गया3 सालसीएजीआर रिटर्न
.1. Sundaram Small Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1.16 Yr. Rohit Seksaria 1 Nov 22 0.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 22.22% Financial Services 21.69% Consumer Cyclical 19.46% Technology 8.37% Health Care 6.35% Basic Materials 6.05% Consumer Defensive 3.63% Communication Services 2.39% Real Estate 1.74% Asset Allocation
Asset Class Value Cash 6.84% Equity 93.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB4% ₹69 Cr 362,000 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹63 Cr 1,087,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH3% ₹57 Cr 690,451
↓ -205,402 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO3% ₹55 Cr 475,000 Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 5055333% ₹53 Cr 824,354 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹53 Cr 327,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004773% ₹50 Cr 3,440,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN2% ₹42 Cr 803,001 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹41 Cr 201,924 ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA2% ₹40 Cr 90,000 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized
return of 9.8% since its launch. Return for 2022 was 2.1% , 2021 was 49.5% and 2020 was 10.4% . 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 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.
Date Value 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 Returns for Sundaram Infrastructure Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 2.61 Yr. Ashish Aggarwal 1 Jan 22 1.16 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 45.81% Basic Materials 11.03% Financial Services 9.35% Utility 8.77% Energy 7.53% Communication Services 6.12% Consumer Cyclical 4.67% Real Estate 2.77% Asset Allocation
Asset Class Value Cash 3.78% Equity 96.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT10% ₹58 Cr 273,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹36 Cr 490,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹35 Cr 150,246 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK6% ₹34 Cr 403,500
↓ -26,500 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹28 Cr 39,200 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325554% ₹25 Cr 1,460,000
↑ 80,000 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB3% ₹18 Cr 93,000
↓ -2,491 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN3% ₹18 Cr 335,000
↑ 15,000 ABB India Ltd (Industrials)
Equity, Since 30 Jun 22 | ABB2% ₹15 Cr 46,200 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 5060762% ₹15 Cr 80,635
↓ -3,135 3. Sundaram Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 2.01 Yr. Ratish Varier 24 Feb 21 2.01 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Consumer Cyclical 24.05% Financial Services 20.86% Industrials 14.17% Basic Materials 11.41% Health Care 9.25% Consumer Defensive 5.69% Technology 4.03% Utility 2.67% Real Estate 1.68% Communication Services 1.36% Energy 0.3% Asset Allocation
Asset Class Value Cash 4.53% Equity 95.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER4% ₹273 Cr 914,013 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK4% ₹264 Cr 20,427,488
↑ 131,390 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN3% ₹179 Cr 1,486,180
↓ -22,056 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹173 Cr 360,981 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR2% ₹173 Cr 419,040
↑ 23,385 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004802% ₹168 Cr 1,070,514 Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 5060762% ₹166 Cr 920,000 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹161 Cr 1,794,703 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 21 | TIINDIA2% ₹160 Cr 577,786
↑ 18,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL2% ₹156 Cr 1,200,000
↓ -25,956 4. Sundaram Diversified Equity Fund
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% . 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.
Date Value 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 Returns for Sundaram Diversified Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Sudhir Kedia 1 Jan 22 1.16 Yr. Rohit Seksaria 24 Feb 21 2.01 Yr. Data below for Sundaram Diversified Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 35.53% Industrials 14.97% Technology 12.29% Consumer Cyclical 11.38% Consumer Defensive 7.35% Energy 6.39% Basic Materials 4.52% Health Care 2.75% Communication Services 1.68% Real Estate 1.18% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹122 Cr 1,424,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE6% ₹104 Cr 447,000
↑ 21,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK6% ₹98 Cr 611,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹85 Cr 570,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 19 | HDFC4% ₹71 Cr 272,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN4% ₹63 Cr 1,207,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹55 Cr 165,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹53 Cr 628,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004773% ₹46 Cr 3,184,000
↓ -225,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 22 | POLYCAB3% ₹42 Cr 136,000
↓ -39,000 5. Sundaram Large and Mid Cap Fund
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% . 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.
Date Value 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1.16 Yr. Ashish Aggarwal 1 Jan 22 1.16 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 28.61% Consumer Cyclical 17.49% Industrials 16.81% Technology 10.05% Basic Materials 6.88% Consumer Defensive 5.47% Energy 4.14% Health Care 3.26% Utility 1.99% Communication Services 1.52% Real Estate 1.41% Asset Allocation
Asset Class Value Cash 2.2% Equity 97.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK6% ₹291 Cr 3,400,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹223 Cr 1,392,929 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹202 Cr 870,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹190 Cr 1,279,690 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹135 Cr 2,580,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹132 Cr 625,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹116 Cr 1,371,950 Canara Bank (Financial Services)
Equity, Since 31 Dec 21 | 5324832% ₹108 Cr 3,875,118 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFC2% ₹100 Cr 384,006 ABB India Ltd (Industrials)
Equity, Since 31 Dec 21 | ABB2% ₹100 Cr 310,000 6. Sundaram Financial Services Opportunities Fund
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% . 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.
Date Value 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Rohit Seksaria 30 Dec 17 5.17 Yr. Ashish Aggarwal 1 Jan 22 1.16 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 90.62% Asset Allocation
Asset Class Value Cash 8.16% Equity 91.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK20% ₹118 Cr 1,381,374 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK16% ₹95 Cr 593,367
↓ -59,611 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN9% ₹52 Cr 1,000,293 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹52 Cr 613,557 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 18 | HDFC8% ₹46 Cr 176,077
↑ 22,593 Canara Bank (Financial Services)
Equity, Since 31 May 22 | 5324833% ₹19 Cr 686,458 Bank of Baroda (Financial Services)
Equity, Since 28 Feb 22 | 5321343% ₹18 Cr 1,122,364
↑ 220,963 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK3% ₹15 Cr 143,511 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK2% ₹15 Cr 2,094,384
↑ 2,094,384 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE2% ₹13 Cr 115,413 7. Sundaram Rural and Consumption Fund
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% . 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.
Date Value 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 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 Duration Returns 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
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 1.16 Yr. Ashish Aggarwal 1 Jan 22 1.16 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Consumer Cyclical 39.32% Consumer Defensive 31.39% Communication Services 10.18% Financial Services 4.05% Health Care 2.43% Basic Materials 2.1% Real Estate 2.03% Industrials 0.53% Asset Allocation
Asset Class Value Cash 7.96% Equity 92.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR9% ₹98 Cr 398,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC6% ₹69 Cr 1,820,266 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹67 Cr 282,609
↓ -11,105 Bharti Airtel Ltd (Communication Services)
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↑ 50,224 Maruti Suzuki India Ltd (Consumer Cyclical)
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↓ -200 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON3% ₹34 Cr 1,126,117
↓ -155,437 State Bank of India (Financial Services)
Equity, Since 31 Oct 22 | SBIN3% ₹33 Cr 632,666 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M3% ₹30 Cr 239,842 8. 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 28 Feb 18 ₹10,000 28 Feb 19 ₹10,141 29 Feb 20 ₹11,405 28 Feb 21 ₹13,985 Returns for Sundaram Select Focus Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 23 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 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 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
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 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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