+91-22-48913909बेस्ट सुंदरम एसआईपी म्यूचुअल फंड 2022
सिप या व्यवस्थितनिवेश योजना की एक विधि हैम्यूचुअल फंड में निवेश छोटी राशि के माध्यम से योजनाएं। यहाँ, के बजायनिवेश एक बार में बहुत सारा पैसा, आप नियमित रूप से, हर महीने या तिमाही में निवेश कर सकते हैं। यह दीर्घकालिक बचत की आदत बनाने का एक शानदार तरीका है।
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निवेशक योजना बना रहे हैंSIP में निवेश करें, यहां कुछ बेहतरीन सुंदरम एसआईपी हैं:म्यूचुअल फंड्स 2022 के लिए। इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न इत्यादि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।
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इक्विटी के लिए सुंदरम म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी फंड
(Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To 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 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 (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 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 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,444.09
↓ -3.35 ₹12,501 100 5.5 13.2 6.8 25 27.3 32 Sundaram Infrastructure Advantage Fund Growth ₹97.949
↓ -0.22 ₹935 100 3.7 11.4 4.9 22.7 28 23.8 Sundaram Global Advantage Fund Growth ₹39.1935
↓ -0.09 ₹130 100 10.6 26 27.2 22.2 15.5 13.1 Sundaram Small Cap Fund Growth ₹267.406
↑ 0.91 ₹3,282 100 2.7 13.1 3.9 21 27.6 19.1 Sundaram Financial Services Opportunities Fund Growth ₹106.789
↓ -0.74 ₹1,460 100 4.1 4.7 8.9 18.9 22.6 7.1 Sundaram Large and Mid Cap Fund Growth ₹88.5617
↓ -0.40 ₹6,651 100 5.2 9.7 4.7 17.2 21.4 21.1 Sundaram Rural and Consumption Fund Growth ₹101.567
↓ -0.56 ₹1,599 100 5.4 8.7 5.5 17.1 20.3 20.1 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 30 Oct 25 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Global Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Sundaram Select Focus Fund Point 1 Highest AUM (₹12,501 Cr). Bottom quartile AUM (₹935 Cr). Bottom quartile AUM (₹130 Cr). Upper mid AUM (₹3,282 Cr). Lower mid AUM (₹1,460 Cr). Top quartile AUM (₹6,651 Cr). Upper mid AUM (₹1,599 Cr). Lower mid AUM (₹1,354 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (23+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). 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: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.32% (upper mid). 5Y return: 28.00% (top quartile). 5Y return: 15.51% (bottom quartile). 5Y return: 27.63% (top quartile). 5Y return: 22.63% (upper mid). 5Y return: 21.37% (lower mid). 5Y return: 20.28% (lower mid). 5Y return: 17.29% (bottom quartile). Point 6 3Y return: 24.97% (top quartile). 3Y return: 22.68% (top quartile). 3Y return: 22.22% (upper mid). 3Y return: 20.97% (upper mid). 3Y return: 18.94% (lower mid). 3Y return: 17.24% (lower mid). 3Y return: 17.05% (bottom quartile). 3Y return: 17.03% (bottom quartile). Point 7 1Y return: 6.80% (upper mid). 1Y return: 4.91% (lower mid). 1Y return: 27.25% (top quartile). 1Y return: 3.86% (bottom quartile). 1Y return: 8.90% (upper mid). 1Y return: 4.73% (bottom quartile). 1Y return: 5.54% (lower mid). 1Y return: 24.49% (top quartile). Point 8 Alpha: 2.99 (top quartile). Alpha: 0.29 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.97 (top quartile). Alpha: -11.54 (bottom quartile). Alpha: -0.06 (lower mid). Alpha: -2.82 (lower mid). Alpha: -5.62 (bottom quartile). Point 9 Sharpe: -0.33 (upper mid). Sharpe: -0.48 (lower mid). Sharpe: 0.81 (top quartile). Sharpe: -0.47 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.55 (bottom quartile). Sharpe: -0.36 (upper mid). Sharpe: 1.85 (top quartile). Point 10 Information ratio: 0.22 (top quartile). Information ratio: -0.07 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.47 (lower mid). Information ratio: 0.50 (top quartile). Information ratio: -0.75 (bottom quartile). Information ratio: -0.05 (upper mid). Information ratio: -0.52 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Global Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Large and Mid Cap Fund
Sundaram Rural and Consumption Fund
Sundaram Select Focus 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 (30 Oct 25) ₹1,444.09 ↓ -3.35 (-0.23 %) Net Assets (Cr) ₹12,501 on 31 Aug 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.33 Information Ratio 0.22 Alpha Ratio 2.99 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,223 30 Sep 22 ₹17,062 30 Sep 23 ₹21,088 30 Sep 24 ₹32,926 30 Sep 25 ₹31,436 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 6.1% 3 Month 5.5% 6 Month 13.2% 1 Year 6.8% 3 Year 25% 5 Year 27.3% 10 Year 15 Year Since launch 23.9% 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 4.6 Yr. Ratish Varier 24 Feb 21 4.6 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.58% Consumer Cyclical 17.35% Industrials 14.8% Health Care 11.72% Basic Materials 10.47% Consumer Defensive 6.31% Technology 5.48% Real Estate 3.58% Utility 2.52% Energy 2.16% Communication Services 2.15% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.13% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹500 Cr 1,273,753
↓ -16,374 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹385 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹368 Cr 3,791,187
↓ -88,062 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹349 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹328 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹300 Cr 1,569,363 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹272 Cr 6,144,382 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹270 Cr 3,602,269
↓ -324,199 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹262 Cr 37,611,985
↑ 1,979,784 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹255 Cr 3,660,354
↑ 161,343 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (30 Oct 25) ₹97.949 ↓ -0.22 (-0.22 %) Net Assets (Cr) ₹935 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio -0.48 Information Ratio -0.07 Alpha Ratio 0.29 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 30 Sep 20 ₹10,000 30 Sep 21 ₹17,468 30 Sep 22 ₹18,239 30 Sep 23 ₹23,100 30 Sep 24 ₹35,090 30 Sep 25 ₹33,090 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 4.3% 3 Month 3.7% 6 Month 11.4% 1 Year 4.9% 3 Year 22.7% 5 Year 28% 10 Year 15 Year Since launch 12% 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 3.75 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.82% Utility 12.1% Energy 11.07% Communication Services 10.6% Consumer Cyclical 7.92% Basic Materials 7.4% Financial Services 3.93% Real Estate 2.24% Technology 0.69% Asset Allocation
Asset Class Value Cash 5.23% Equity 94.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹78 Cr 415,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹77 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹72 Cr 525,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹46 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% ₹27 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹22 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000
↓ -5,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹20 Cr 575,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹19 Cr 64,000
↓ -3,000 3. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (29 Oct 25) ₹39.1935 ↓ -0.09 (-0.23 %) Net Assets (Cr) ₹130 on 31 Aug 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 0.81 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 30 Sep 20 ₹10,000 30 Sep 21 ₹12,437 30 Sep 22 ₹10,065 30 Sep 23 ₹13,068 30 Sep 24 ₹15,923 30 Sep 25 ₹19,168 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 4.5% 3 Month 10.6% 6 Month 26% 1 Year 27.2% 3 Year 22.2% 5 Year 15.5% 10 Year 15 Year Since launch 7.8% 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 1.5 Yr. Data below for Sundaram Global Advantage Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 34.68% Consumer Cyclical 19.7% Financial Services 14.92% Communication Services 13% Consumer Defensive 9.38% Industrials 4.41% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹133 Cr 8,533,787
↑ 250,563 Treps
CBLO/Reverse Repo | -4% ₹6 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (30 Oct 25) ₹267.406 ↑ 0.91 (0.34 %) Net Assets (Cr) ₹3,282 on 31 Aug 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.47 Information Ratio -0.47 Alpha Ratio 0.97 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 30 Sep 20 ₹10,000 30 Sep 21 ₹18,888 30 Sep 22 ₹19,210 30 Sep 23 ₹24,952 30 Sep 24 ₹35,108 30 Sep 25 ₹32,971 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 4.8% 3 Month 2.7% 6 Month 13.1% 1 Year 3.9% 3 Year 21% 5 Year 27.6% 10 Year 15 Year Since launch 17.2% 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 2.92 Yr. Data below for Sundaram Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.13% Industrials 18.55% Financial Services 18.08% Health Care 12.08% Basic Materials 7.98% Communication Services 5.47% Technology 4.45% Consumer Defensive 2.7% Real Estate 2.41% Utility 1.14% Asset Allocation
Asset Class Value Cash 5.89% Equity 93.99% Debt 0.11% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹119 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹103 Cr 530,036 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹96 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 431,921 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹93 Cr 641,783
↓ -7,163 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹92 Cr 899,463 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹91 Cr 1,407,678 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 991,559 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹77 Cr 16,665,062 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 317,556
↑ 317,556 5. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (30 Oct 25) ₹106.789 ↓ -0.74 (-0.69 %) Net Assets (Cr) ₹1,460 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.55 Information Ratio 0.5 Alpha Ratio -11.54 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,871 30 Sep 22 ₹16,868 30 Sep 23 ₹21,846 30 Sep 24 ₹28,462 30 Sep 25 ₹27,965 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 7.7% 3 Month 4.1% 6 Month 4.7% 1 Year 8.9% 3 Year 18.9% 5 Year 22.6% 10 Year 15 Year Since launch 14.6% 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 7.76 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 94.6% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.6% Debt 0.18% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹294 Cr 3,090,480
↑ 39,074 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹181 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹150 Cr 1,329,343 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹88 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹69 Cr 341,499 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹67 Cr 1,085,825 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹61 Cr 1,644,042 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹59 Cr 682,976 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹57 Cr 2,208,626 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹54 Cr 11,708,687 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (30 Oct 25) ₹88.5617 ↓ -0.40 (-0.45 %) Net Assets (Cr) ₹6,651 on 31 Aug 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.55 Information Ratio -0.75 Alpha Ratio -0.06 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 30 Sep 20 ₹10,000 30 Sep 21 ₹16,266 30 Sep 22 ₹16,208 30 Sep 23 ₹18,808 30 Sep 24 ₹26,499 30 Sep 25 ₹25,174 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 5.5% 3 Month 5.2% 6 Month 9.7% 1 Year 4.7% 3 Year 17.2% 5 Year 21.4% 10 Year 15 Year Since launch 12.4% 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 1.25 Yr. Ashish Aggarwal 1 Jan 22 3.75 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26.64% Consumer Cyclical 15.48% Industrials 10.75% Health Care 10.25% Basic Materials 8.57% Energy 6.69% Communication Services 5.83% Consumer Defensive 4.69% Technology 3.67% Real Estate 2.58% Utility 1.69% Asset Allocation
Asset Class Value Cash 3.15% Equity 96.84% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹361 Cr 3,800,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹274 Cr 2,010,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹243 Cr 1,800,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹207 Cr 2,375,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹169 Cr 900,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹154 Cr 190,000
↓ -10,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹148 Cr 1,140,000
↓ -10,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹139 Cr 700,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹138 Cr 960,000
↑ 60,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹136 Cr 1,200,000
↓ -50,000 7. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (30 Oct 25) ₹101.567 ↓ -0.56 (-0.55 %) Net Assets (Cr) ₹1,599 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.36 Information Ratio -0.05 Alpha Ratio -2.82 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 30 Sep 20 ₹10,000 30 Sep 21 ₹14,368 30 Sep 22 ₹15,819 30 Sep 23 ₹18,189 30 Sep 24 ₹26,183 30 Sep 25 ₹24,178 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25 Duration Returns 1 Month 4.3% 3 Month 5.4% 6 Month 8.7% 1 Year 5.5% 3 Year 17.1% 5 Year 20.3% 10 Year 15 Year Since launch 12.7% 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 3.75 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.86% Consumer Defensive 31.9% Communication Services 11.37% Health Care 3.68% Financial Services 2.92% Real Estate 1.9% Basic Materials 1.42% Asset Allocation
Asset Class Value Cash 2.95% Equity 97.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹152 Cr 810,559
↑ 21,040 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹143 Cr 418,401
↑ 2,228 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹124 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹112 Cr 446,824
↑ 6,612 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹94 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹65 Cr 40,244
↓ -4,568 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹51 Cr 443,054
↑ 104,714 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹49 Cr 225,560 8. 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,374 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 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
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