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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 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 (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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,378.92
↓ -0.05 ₹12,596 100 2.1 21 -0.6 22.4 25.9 32 Sundaram Infrastructure Advantage Fund Growth ₹93.8902
↑ 0.15 ₹962 100 0.3 21.5 -3.6 20.9 26.2 23.8 Sundaram Small Cap Fund Growth ₹254.233
↑ 1.22 ₹3,394 100 0.5 21.3 -4.1 19.5 27.4 19.1 Sundaram Global Advantage Fund Growth ₹36.3451
↓ -0.09 ₹126 100 9.2 6.3 18.3 18.3 12.5 13.1 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 ₹97.6587
↓ -0.18 ₹1,548 100 -6.4 9.1 -2.4 16.4 20.4 7.1 Sundaram Rural and Consumption Fund Growth ₹99.4389
↑ 0.08 ₹1,576 100 3.8 15.5 -1.2 16.2 19.2 20.1 Sundaram Large and Mid Cap Fund Growth ₹84.1523
↓ -0.07 ₹6,789 100 1.7 16.3 -3.1 14.8 19.7 21.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25 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 Rural and Consumption Fund Sundaram Large and Mid Cap Fund Point 1 Highest AUM (₹12,596 Cr). Bottom quartile AUM (₹962 Cr). Upper mid AUM (₹3,394 Cr). Bottom quartile AUM (₹126 Cr). Lower mid AUM (₹1,354 Cr). Lower mid AUM (₹1,548 Cr). Upper mid AUM (₹1,576 Cr). Top quartile AUM (₹6,789 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (18+ 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). Top rated. Rating: 3★ (lower mid). 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: 25.93% (upper mid). 5Y return: 26.22% (top quartile). 5Y return: 27.38% (top quartile). 5Y return: 12.55% (bottom quartile). 5Y return: 17.29% (bottom quartile). 5Y return: 20.41% (upper mid). 5Y return: 19.16% (lower mid). 5Y return: 19.72% (lower mid). Point 6 3Y return: 22.44% (top quartile). 3Y return: 20.91% (top quartile). 3Y return: 19.48% (upper mid). 3Y return: 18.31% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 16.36% (lower mid). 3Y return: 16.23% (bottom quartile). 3Y return: 14.79% (bottom quartile). Point 7 1Y return: -0.64% (upper mid). 1Y return: -3.58% (bottom quartile). 1Y return: -4.07% (bottom quartile). 1Y return: 18.28% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: -2.39% (lower mid). 1Y return: -1.16% (upper mid). 1Y return: -3.11% (lower mid). Point 8 Alpha: 3.17 (top quartile). Alpha: 0.10 (upper mid). Alpha: 3.14 (top quartile). Alpha: 0.00 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: -9.58 (bottom quartile). Alpha: -0.72 (lower mid). Alpha: 0.25 (upper mid). Point 9 Sharpe: -0.17 (lower mid). Sharpe: -0.42 (bottom quartile). Sharpe: -0.17 (upper mid). Sharpe: 0.73 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.27 (lower mid). Sharpe: -0.37 (bottom quartile). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.05 (top quartile). Information ratio: -0.51 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.66 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.86 (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 Rural and Consumption Fund
Sundaram Large and Mid Cap 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 (02 Sep 25) ₹1,378.92 ↓ -0.05 (0.00 %) Net Assets (Cr) ₹12,596 on 31 Jul 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 3.17 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 20 ₹10,000 31 Aug 21 ₹16,070 31 Aug 22 ₹17,540 31 Aug 23 ₹20,975 31 Aug 24 ₹32,405 31 Aug 25 ₹31,846 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 1.3% 3 Month 2.1% 6 Month 21% 1 Year -0.6% 3 Year 22.4% 5 Year 25.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.52 Yr. Ratish Varier 24 Feb 21 4.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.28% Consumer Cyclical 17.91% Industrials 14.27% Health Care 11.57% Basic Materials 11.06% Technology 5.61% Consumer Defensive 4.27% Real Estate 3.59% Utility 2.59% Communication Services 2.32% Energy 2.04% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063954% ₹461 Cr 1,712,601 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹459 Cr 1,290,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹358 Cr 6,016,821 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹333 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹322 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹307 Cr 11,920,703
↑ 359,991 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹299 Cr 1,549,486
↑ 38,535 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹257 Cr 6,144,382 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹255 Cr 382,553
↓ -2,232 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹250 Cr 484,892 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (02 Sep 25) ₹93.8902 ↑ 0.15 (0.16 %) Net Assets (Cr) ₹962 on 31 Jul 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio -0.42 Information Ratio 0.05 Alpha Ratio 0.1 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 20 ₹10,000 31 Aug 21 ₹16,386 31 Aug 22 ₹18,355 31 Aug 23 ₹22,072 31 Aug 24 ₹33,835 31 Aug 25 ₹32,094 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -0.2% 3 Month 0.3% 6 Month 21.5% 1 Year -3.6% 3 Year 20.9% 5 Year 26.2% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.8% 2023 41.7% 2022 2.1% 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ashish Aggarwal 1 Jan 22 3.67 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 38.35% Utility 11.75% Energy 10.94% Communication Services 10.74% Basic Materials 7.63% Consumer Cyclical 7.56% Financial Services 3.88% Real Estate 2.59% Technology 0.7% Asset Allocation
Asset Class Value Cash 5.88% Equity 94.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹79 Cr 415,000
↓ -10,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹76 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹73 Cr 525,000
↓ -20,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹45 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹34 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹26 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹23 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹22 Cr 150,000
↓ -10,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹19 Cr 70,000
↓ -20,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹19 Cr 575,000 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (02 Sep 25) ₹254.233 ↑ 1.22 (0.48 %) Net Assets (Cr) ₹3,394 on 31 Jul 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -0.51 Alpha Ratio 3.14 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 20 ₹10,000 31 Aug 21 ₹18,459 31 Aug 22 ₹19,814 31 Aug 23 ₹25,026 31 Aug 24 ₹35,242 31 Aug 25 ₹33,391 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 0.3% 3 Month 0.5% 6 Month 21.3% 1 Year -4.1% 3 Year 19.5% 5 Year 27.4% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.83 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.38% Industrials 19.06% Financial Services 19.02% Health Care 11.84% Basic Materials 8.13% Communication Services 5.23% Technology 3.41% Consumer Defensive 3.24% Real Estate 2.66% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.11% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹115 Cr 1,898,655 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹111 Cr 899,463 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹104 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹98 Cr 991,559
↑ 85,170 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹95 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹86 Cr 410,809 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹80 Cr 648,946 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹75 Cr 395,668 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹74 Cr 16,665,062 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520 4. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (29 Aug 25) ₹36.3451 ↓ -0.09 (-0.24 %) Net Assets (Cr) ₹126 on 31 Jul 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.33 Sharpe Ratio 0.73 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 Aug 20 ₹10,000 31 Aug 21 ₹12,514 31 Aug 22 ₹10,782 31 Aug 23 ₹13,335 31 Aug 24 ₹15,367 31 Aug 25 ₹18,052 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 2.5% 3 Month 9.2% 6 Month 6.3% 1 Year 18.3% 3 Year 18.3% 5 Year 12.5% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -14.2% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.42 Yr. Data below for Sundaram Global Advantage Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 34.27% Consumer Cyclical 19.83% Financial Services 14.48% Communication Services 13.17% Consumer Defensive 9.47% Industrials 4.53% Asset Allocation
Asset Class Value Cash 4.25% Equity 95.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹121 Cr 8,283,224 Treps
CBLO/Reverse Repo | -5% ₹6 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 Aug 20 ₹10,000 31 Aug 21 ₹14,919 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (02 Sep 25) ₹97.6587 ↓ -0.18 (-0.18 %) Net Assets (Cr) ₹1,548 on 31 Jul 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio -0.07 Information Ratio 0.66 Alpha Ratio -9.58 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 20 ₹10,000 31 Aug 21 ₹15,608 31 Aug 22 ₹16,263 31 Aug 23 ₹19,726 31 Aug 24 ₹26,029 31 Aug 25 ₹25,344 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -3.5% 3 Month -6.4% 6 Month 9.1% 1 Year -2.4% 3 Year 16.4% 5 Year 20.4% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 2023 31.1% 2022 16.8% 2021 15.3% 2020 2.7% 2019 26.4% 2018 -3.7% 2017 33.3% 2016 12.8% 2015 -9% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.67 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 95.04% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹308 Cr 1,525,703 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹198 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹138 Cr 1,293,320
↑ 33,871 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹80 Cr 1,003,469 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹69 Cr 1,644,042 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹68 Cr 1,085,825 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹67 Cr 682,976 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹67 Cr 341,499 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹54 Cr 4,003,245
↑ 112,048 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321343% ₹53 Cr 2,208,626 7. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (02 Sep 25) ₹99.4389 ↑ 0.08 (0.08 %) Net Assets (Cr) ₹1,576 on 31 Jul 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.27 Information Ratio 0 Alpha Ratio -0.72 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 20 ₹10,000 31 Aug 21 ₹13,919 31 Aug 22 ₹15,651 31 Aug 23 ₹17,889 31 Aug 24 ₹24,595 31 Aug 25 ₹24,259 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 2.9% 3 Month 3.8% 6 Month 15.5% 1 Year -1.2% 3 Year 16.2% 5 Year 19.2% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.9% Consumer Defensive 30.76% Communication Services 11.5% Health Care 3.76% Financial Services 3.07% Real Estate 2.05% Basic Materials 1.46% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹151 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹127 Cr 3,085,016
↑ 93,765 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹125 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹111 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹89 Cr 2,892,836
↓ -108,126 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹71 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 50,511
↓ -8,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 79,027 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹50 Cr 837,090 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹48 Cr 34,697 8. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (02 Sep 25) ₹84.1523 ↓ -0.07 (-0.08 %) Net Assets (Cr) ₹6,789 on 31 Jul 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.38 Information Ratio -0.86 Alpha Ratio 0.25 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 20 ₹10,000 31 Aug 21 ₹15,911 31 Aug 22 ₹16,583 31 Aug 23 ₹18,358 31 Aug 24 ₹25,847 31 Aug 25 ₹24,756 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 16.3% 1 Year -3.1% 3 Year 14.8% 5 Year 19.7% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 2023 26.8% 2022 -1.3% 2021 42.1% 2020 7.6% 2019 10.3% 2018 0.4% 2017 36.1% 2016 7.6% 2015 3.5% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 1.17 Yr. Ashish Aggarwal 1 Jan 22 3.67 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 26.53% Consumer Cyclical 15.72% Health Care 9.95% Industrials 9.09% Basic Materials 7.94% Communication Services 7.15% Energy 6.6% Consumer Defensive 5.95% Technology 3.55% Utility 2.74% Real Estate 2.64% Asset Allocation
Asset Class Value Cash 2.13% Equity 97.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹383 Cr 1,900,000
↓ -40,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹279 Cr 2,010,000
↓ -65,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹267 Cr 1,800,000
↓ -100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹189 Cr 2,375,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹172 Cr 900,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹159 Cr 200,000
↓ -10,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹150 Cr 1,400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹139 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹127 Cr 350,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹121 Cr 800,000
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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Research Highlights for Sundaram Mid Cap Fund