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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 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 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 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 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 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 (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 ₹1,394.65
↓ -13.97 ₹13,378 100 3.2 -1.4 1 21.1 17.3 4.1 Sundaram Infrastructure Advantage Fund Growth ₹98.408
↓ -0.73 ₹990 100 3.7 3.4 3.4 19.4 17.3 4.1 Sundaram Small Cap Fund Growth ₹268.084
↓ -3.96 ₹3,563 100 11.2 4.2 2.8 17.4 16.2 0.4 Sundaram Global Advantage Fund Growth ₹42.0121
↓ -0.66 ₹162 100 7 5.6 23.6 17.2 11.2 23.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Financial Services Opportunities Fund Growth ₹101.852
↓ -0.46 ₹1,613 100 -1.1 -5.6 -4.1 12.9 12.6 16.9 Sundaram Large and Mid Cap Fund Growth ₹81.6868
↓ -1.06 ₹6,575 100 -0.6 -6 -3.6 12.2 11.7 3.6 Sundaram Rural and Consumption Fund Growth ₹85.8068
↓ -0.57 ₹1,428 100 -0.4 -11.7 -11.5 9.3 10 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Global Advantage Fund Sundaram Select Focus Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹13,378 Cr). Bottom quartile AUM (₹990 Cr). Upper mid AUM (₹3,563 Cr). Bottom quartile AUM (₹162 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹1,613 Cr). Top quartile AUM (₹6,575 Cr). Lower mid AUM (₹1,428 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (20+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). 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: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.31% (top quartile). 5Y return: 17.25% (upper mid). 5Y return: 16.18% (upper mid). 5Y return: 11.21% (bottom quartile). 5Y return: 17.29% (top quartile). 5Y return: 12.59% (lower mid). 5Y return: 11.70% (lower mid). 5Y return: 10.00% (bottom quartile). Point 6 3Y return: 21.10% (top quartile). 3Y return: 19.39% (top quartile). 3Y return: 17.38% (upper mid). 3Y return: 17.20% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 12.90% (lower mid). 3Y return: 12.22% (bottom quartile). 3Y return: 9.34% (bottom quartile). Point 7 1Y return: 0.95% (lower mid). 1Y return: 3.38% (upper mid). 1Y return: 2.82% (upper mid). 1Y return: 23.63% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: -4.10% (bottom quartile). 1Y return: -3.59% (lower mid). 1Y return: -11.54% (bottom quartile). Point 8 Alpha: 0.31 (upper mid). Alpha: 7.60 (top quartile). Alpha: 5.65 (top quartile). Alpha: 0.00 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: 3.82 (upper mid). Alpha: -2.96 (lower mid). Alpha: -6.38 (bottom quartile). Point 9 Sharpe: 0.36 (lower mid). Sharpe: 0.57 (upper mid). Sharpe: 0.48 (upper mid). Sharpe: 1.73 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.04 (lower mid). Sharpe: -0.05 (bottom quartile). Sharpe: -0.46 (bottom quartile). Point 10 Information ratio: 0.26 (top quartile). Information ratio: 0.22 (upper mid). Information ratio: -0.23 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: 0.70 (top quartile). Information ratio: -0.83 (bottom quartile). Information ratio: -0.54 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Global Advantage Fund
Sundaram Select Focus Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap 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 (11 Jun 26) ₹1,394.65 ↓ -13.97 (-0.99 %) Net Assets (Cr) ₹13,378 on 30 Apr 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.36 Information Ratio 0.26 Alpha Ratio 0.31 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 May 21 ₹10,000 31 May 22 ₹10,905 31 May 23 ₹12,886 31 May 24 ₹19,697 31 May 25 ₹22,307 31 May 26 ₹23,938 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -3.6% 3 Month 3.2% 6 Month -1.4% 1 Year 1% 3 Year 21.1% 5 Year 17.3% 10 Year 15 Year Since launch 23% 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 5.27 Yr. Shalav Saket 31 Dec 25 0.42 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 21.44% Industrials 17.17% Consumer Cyclical 15.42% Health Care 9.48% Basic Materials 8.9% Technology 8.08% Consumer Defensive 5.5% Utility 3.85% Real Estate 3.21% Communication Services 2.22% Energy 1.51% Asset Allocation
Asset Class Value Cash 3.21% Equity 96.78% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹448 Cr 850,000
↓ -220,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹447 Cr 1,000,000
↓ -125,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹357 Cr 11,498,475 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹344 Cr 945,165 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹325 Cr 1,642,029 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹298 Cr 10,399,688 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹278 Cr 6,735,835 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹267 Cr 38,278,844 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹266 Cr 1,675,000
↑ 735,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹263 Cr 3,395,879 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (11 Jun 26) ₹98.408 ↓ -0.73 (-0.74 %) Net Assets (Cr) ₹990 on 30 Apr 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0.58 Information Ratio 0.22 Alpha Ratio 7.6 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 May 21 ₹10,000 31 May 22 ₹11,200 31 May 23 ₹13,126 31 May 24 ₹21,330 31 May 25 ₹21,672 31 May 26 ₹23,951 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -3.3% 3 Month 3.7% 6 Month 3.4% 1 Year 3.4% 3 Year 19.4% 5 Year 17.3% 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 0.36 Yr. Shalav Saket 28 Feb 26 0.25 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 41.95% Utility 13.01% Energy 10.78% Communication Services 10.25% Consumer Cyclical 7.26% Basic Materials 6.65% Financial Services 4.01% Real Estate 0.97% Health Care 0.96% Asset Allocation
Asset Class Value Cash 4.16% Equity 95.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹84 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹78 Cr 415,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹73 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹53 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹32 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹29 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328983% ₹25 Cr 800,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 24 | POWERINDIA2% ₹23 Cr 7,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹23 Cr 51,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹21 Cr 200,000 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (11 Jun 26) ₹268.084 ↓ -3.96 (-1.46 %) Net Assets (Cr) ₹3,563 on 30 Apr 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.48 Information Ratio -0.23 Alpha Ratio 5.65 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 May 21 ₹10,000 31 May 22 ₹11,047 31 May 23 ₹13,392 31 May 24 ₹18,985 31 May 25 ₹20,769 31 May 26 ₹22,789 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -3.1% 3 Month 11.2% 6 Month 4.2% 1 Year 2.8% 3 Year 17.4% 5 Year 16.2% 10 Year 15 Year Since launch 16.7% 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 3.58 Yr. Shalav Saket 20 Mar 26 0.2 Yr. Data below for Sundaram Small Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 20.6% Financial Services 19.88% Consumer Cyclical 19.84% Health Care 11.77% Basic Materials 8.97% Communication Services 4.24% Technology 3.77% Consumer Defensive 2.57% Real Estate 2.13% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.92% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹187 Cr 289,884
↓ -59,627 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹118 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹104 Cr 577,256 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹100 Cr 957,209
↓ -35,471 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN3% ₹92 Cr 1,534,556 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹88 Cr 1,045,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL2% ₹86 Cr 3,461,769
↑ 137,756 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹84 Cr 594,278 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹83 Cr 4,443,809 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹82 Cr 106,539 4. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (10 Jun 26) ₹42.0121 ↓ -0.66 (-1.55 %) Net Assets (Cr) ₹162 on 30 Apr 26 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.73 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 May 21 ₹10,000 31 May 22 ₹9,233 31 May 23 ₹10,540 31 May 24 ₹12,300 31 May 25 ₹13,740 31 May 26 ₹18,102 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -0.3% 3 Month 7% 6 Month 5.6% 1 Year 23.6% 3 Year 17.2% 5 Year 11.2% 10 Year 15 Year Since launch 7.9% 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 0.41 Yr. Data below for Sundaram Global Advantage Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 31.99% Consumer Cyclical 20.74% Communication Services 15.41% Financial Services 15.39% Consumer Defensive 9.29% Industrials 5.01% Asset Allocation
Asset Class Value Cash 2.17% Equity 97.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -98% ₹159 Cr 9,147,276 Treps
CBLO/Reverse Repo | -2% ₹4 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 5. 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 31 May 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 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 6. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (11 Jun 26) ₹101.852 ↓ -0.46 (-0.45 %) Net Assets (Cr) ₹1,613 on 30 Apr 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.04 Information Ratio 0.7 Alpha Ratio 3.82 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 May 21 ₹10,000 31 May 22 ₹9,927 31 May 23 ₹12,413 31 May 24 ₹16,359 31 May 25 ₹18,440 31 May 26 ₹18,307 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -2.5% 3 Month -1.1% 6 Month -5.6% 1 Year -4.1% 3 Year 12.9% 5 Year 12.6% 10 Year 15 Year Since launch 13.8% 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 8.42 Yr. Shalav Saket 28 Feb 26 0.25 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 94.27% Technology 1.54% Asset Allocation
Asset Class Value Cash 4.13% Equity 95.82% Debt 0.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK15% ₹240 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK11% ₹179 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹154 Cr 1,217,541 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹107 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹74 Cr 424,621
↑ 18,257 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹71 Cr 3,778,314
↓ -255,312 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹66 Cr 631,329
↓ -34,022 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹63 Cr 672,583 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹58 Cr 2,208,626 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 25 | KOTAKBANK3% ₹52 Cr 1,369,182
↑ 641,232 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (11 Jun 26) ₹81.6868 ↓ -1.06 (-1.28 %) Net Assets (Cr) ₹6,575 on 30 Apr 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.05 Information Ratio -0.83 Alpha Ratio -2.96 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 May 21 ₹10,000 31 May 22 ₹11,075 31 May 23 ₹12,562 31 May 24 ₹16,899 31 May 25 ₹18,099 31 May 26 ₹18,621 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -3.8% 3 Month -0.6% 6 Month -6% 1 Year -3.6% 3 Year 12.2% 5 Year 11.7% 10 Year 15 Year Since launch 11.5% 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 0.21 Yr. Shalav Saket 31 Dec 25 0.41 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 25.31% Industrials 15.7% Consumer Cyclical 14.25% Basic Materials 6.97% Consumer Defensive 5.96% Technology 5.94% Communication Services 5.11% Utility 3.98% Health Care 3.84% Real Estate 3.64% Energy 2.06% Asset Allocation
Asset Class Value Cash 7.24% Equity 92.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹254 Cr 2,706,141
↑ 1,001,913 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹241 Cr 2,253,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 30 Apr 26 | OFSS3% ₹219 Cr 224,804
↑ 224,804 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Mar 26 | 5322343% ₹208 Cr 5,205,311
↑ 1,513,242 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | RADICO3% ₹197 Cr 576,943
↑ 91,717 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹197 Cr 491,202
↓ -52,083 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹196 Cr 7,945,379 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 26 | INDIGO3% ₹179 Cr 417,063
↑ 74,518 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | NYKAA3% ₹171 Cr 6,457,549
↑ 900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹170 Cr 900,000 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (11 Jun 26) ₹85.8068 ↓ -0.57 (-0.66 %) Net Assets (Cr) ₹1,428 on 30 Apr 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.46 Information Ratio -0.54 Alpha Ratio -6.38 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 31 May 21 ₹10,000 31 May 22 ₹10,797 31 May 23 ₹12,640 31 May 24 ₹16,320 31 May 25 ₹18,526 31 May 26 ₹17,029 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -4% 3 Month -0.4% 6 Month -11.7% 1 Year -11.5% 3 Year 9.3% 5 Year 10% 10 Year 15 Year Since launch 11.3% 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 0.26 Yr. Shalav Saket 31 Dec 25 0.42 Yr. Anuj Bansal 27 Feb 26 0.26 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Consumer Cyclical 49.57% Consumer Defensive 25.4% Communication Services 9.7% Health Care 4.6% Industrials 2.69% Real Estate 1.94% Financial Services 1.91% Basic Materials 1.65% Technology 0.99% Asset Allocation
Asset Class Value Cash 1.56% Equity 98.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹125 Cr 662,373
↓ -73,186 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹118 Cr 380,329
↓ -21,735 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹118 Cr 3,733,186 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL7% ₹105 Cr 4,263,545
↑ 1,022,695 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹93 Cr 212,692 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹65 Cr 85,724 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹63 Cr 431,406 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹57 Cr 42,610 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002514% ₹51 Cr 124,112 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR3% ₹49 Cr 218,265
↓ -99,524
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