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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 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 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 (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 ₹1,430.37
↑ 5.20 ₹13,236 100 2.6 7.6 6 24 24.8 32 Sundaram Infrastructure Advantage Fund Growth ₹97.2703
↑ 0.23 ₹968 100 2.4 5.5 4.3 21.5 25.6 23.8 Sundaram Small Cap Fund Growth ₹262.269
↑ 1.20 ₹3,496 100 2 5 3.7 20.2 25.1 19.1 Sundaram Global Advantage Fund Growth ₹38.4207
↑ 0.57 ₹145 100 5.8 17.4 23.4 19.6 12.4 13.1 Sundaram Financial Services Opportunities Fund Growth ₹108.459
↓ -0.18 ₹1,601 100 8.2 4.9 13.2 17.6 18.6 7.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Rural and Consumption Fund Growth ₹100.042
↑ 0.13 ₹1,643 100 0.4 4.1 3 16.4 17.8 20.1 Sundaram Large and Mid Cap Fund Growth ₹87.9018
↑ 0.18 ₹6,998 100 2.9 6.4 3.6 16 19.1 21.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Nov 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 Financial Services Opportunities Fund Sundaram Select Focus Fund Sundaram Rural and Consumption Fund Sundaram Large and Mid Cap Fund Point 1 Highest AUM (₹13,236 Cr). Bottom quartile AUM (₹968 Cr). Upper mid AUM (₹3,496 Cr). Bottom quartile AUM (₹145 Cr). Lower mid AUM (₹1,601 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹1,643 Cr). Top quartile AUM (₹6,998 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.84% (upper mid). 5Y return: 25.62% (top quartile). 5Y return: 25.07% (top quartile). 5Y return: 12.36% (bottom quartile). 5Y return: 18.58% (lower mid). 5Y return: 17.29% (bottom quartile). 5Y return: 17.83% (lower mid). 5Y return: 19.14% (upper mid). Point 6 3Y return: 24.02% (top quartile). 3Y return: 21.53% (top quartile). 3Y return: 20.19% (upper mid). 3Y return: 19.63% (upper mid). 3Y return: 17.58% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 16.40% (bottom quartile). 3Y return: 15.99% (bottom quartile). Point 7 1Y return: 5.95% (upper mid). 1Y return: 4.27% (lower mid). 1Y return: 3.75% (lower mid). 1Y return: 23.38% (top quartile). 1Y return: 13.25% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: 3.00% (bottom quartile). 1Y return: 3.63% (bottom quartile). Point 8 Alpha: -0.05 (upper mid). Alpha: -5.45 (lower mid). Alpha: 2.09 (top quartile). Alpha: 0.00 (top quartile). Alpha: -6.70 (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: -3.88 (lower mid). Alpha: -2.01 (upper mid). Point 9 Sharpe: 0.08 (upper mid). Sharpe: -0.05 (bottom quartile). Sharpe: -0.12 (bottom quartile). Sharpe: 1.43 (top quartile). Sharpe: 0.19 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: -0.04 (lower mid). Sharpe: -0.04 (lower mid). Point 10 Information ratio: 0.16 (top quartile). Information ratio: -0.15 (upper mid). Information ratio: -0.43 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.59 (top quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.18 (lower mid). Information ratio: -0.77 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Global Advantage Fund
Sundaram Financial Services Opportunities Fund
Sundaram Select Focus 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 (25 Nov 25) ₹1,430.37 ↑ 5.20 (0.37 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 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 Oct 20 ₹10,000 31 Oct 21 ₹16,282 31 Oct 22 ₹17,269 31 Oct 23 ₹20,504 31 Oct 24 ₹31,197 31 Oct 25 ₹33,101 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.6% 6 Month 7.6% 1 Year 6% 3 Year 24% 5 Year 24.8% 10 Year 15 Year Since launch 23.7% 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 4.69 Yr. Ratish Varier 24 Feb 21 4.69 Yr. Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 20.32% Consumer Cyclical 16.05% Industrials 14.56% Health Care 10.39% Basic Materials 9.54% Consumer Defensive 6.08% Technology 5.69% Real Estate 3.78% Utility 2.46% Communication Services 2.21% Energy 2.21% Asset Allocation
Asset Class Value Cash 6.43% Equity 93.55% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹553 Cr 1,273,753 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹376 Cr 11,920,703 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹367 Cr 3,592,166
↓ -199,021 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹364 Cr 1,712,601 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹358 Cr 1,179,542 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹311 Cr 37,978,844
↑ 366,859 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹295 Cr 3,438,637
↓ -163,632 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹292 Cr 6,144,382 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹284 Cr 5,565,334
↑ 134,599 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹281 Cr 11,865,970
↓ -478,676 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (25 Nov 25) ₹97.2703 ↑ 0.23 (0.23 %) Net Assets (Cr) ₹968 on 31 Oct 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio -0.05 Information Ratio -0.15 Alpha Ratio -5.45 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 Oct 20 ₹10,000 31 Oct 21 ₹17,987 31 Oct 22 ₹18,815 31 Oct 23 ₹22,229 31 Oct 24 ₹33,153 31 Oct 25 ₹34,240 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 1.2% 3 Month 2.4% 6 Month 5.5% 1 Year 4.3% 3 Year 21.5% 5 Year 25.6% 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 3.84 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Industrials 38.93% Utility 11.85% Energy 11.4% Communication Services 11.28% Consumer Cyclical 7.15% Basic Materials 6.31% Financial Services 3.95% Real Estate 2.41% Technology 1.23% Health Care 0.99% Asset Allocation
Asset Class Value Cash 4.49% Equity 95.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹85 Cr 415,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹85 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹76 Cr 510,000
↓ -15,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹45 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹33 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 | 5328982% ₹23 Cr 800,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹21 Cr 575,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹19 Cr 120,000
↓ -5,000 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (25 Nov 25) ₹262.269 ↑ 1.20 (0.46 %) Net Assets (Cr) ₹3,496 on 31 Oct 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.12 Information Ratio -0.43 Alpha Ratio 2.09 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 Oct 20 ₹10,000 31 Oct 21 ₹18,619 31 Oct 22 ₹19,219 31 Oct 23 ₹24,060 31 Oct 24 ₹33,312 31 Oct 25 ₹33,850 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -0.9% 3 Month 2% 6 Month 5% 1 Year 3.7% 3 Year 20.2% 5 Year 25.1% 10 Year 15 Year Since launch 17% 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 3 Yr. Data below for Sundaram Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.13% Financial Services 18.65% Industrials 18.24% Health Care 11.99% Basic Materials 8.49% Communication Services 5.41% Technology 4.38% Consumer Defensive 2.59% Real Estate 2.58% Utility 1.09% Asset Allocation
Asset Class Value Cash 5.96% Equity 93.99% Debt 0.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹114 Cr 1,681,362
↓ -217,293 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹102 Cr 530,036 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹102 Cr 399,900 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹98 Cr 914,768
↑ 15,305 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹94 Cr 140,821 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹93 Cr 577,256
↓ -64,527 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹92 Cr 431,921 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹92 Cr 1,434,521
↑ 26,843 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹89 Cr 953,608
↓ -37,951 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹76 Cr 395,668 4. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (24 Nov 25) ₹38.4207 ↑ 0.57 (1.51 %) Net Assets (Cr) ₹145 on 31 Oct 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.43 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 Oct 20 ₹10,000 31 Oct 21 ₹13,513 31 Oct 22 ₹11,165 31 Oct 23 ₹13,260 31 Oct 24 ₹16,118 31 Oct 25 ₹20,447 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -0.1% 3 Month 5.8% 6 Month 17.4% 1 Year 23.4% 3 Year 19.6% 5 Year 12.4% 10 Year 15 Year Since launch 7.7% 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 1.59 Yr. Data below for Sundaram Global Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Technology 35.32% Consumer Cyclical 20.49% Financial Services 14.49% Communication Services 13.02% Consumer Defensive 9.48% Industrials 4.6% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -97% ₹141 Cr 8,718,570
↑ 184,783 Treps
CBLO/Reverse Repo | -4% ₹5 Cr Cash And Other Net Current Assets
CBLO | -1% -₹1 Cr 5. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (25 Nov 25) ₹108.459 ↓ -0.18 (-0.16 %) Net Assets (Cr) ₹1,601 on 31 Oct 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.19 Information Ratio 0.59 Alpha Ratio -6.7 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 Oct 20 ₹10,000 31 Oct 21 ₹16,097 31 Oct 22 ₹16,631 31 Oct 23 ₹19,993 31 Oct 24 ₹25,334 31 Oct 25 ₹27,434 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 2.1% 3 Month 8.2% 6 Month 4.9% 1 Year 13.2% 3 Year 17.6% 5 Year 18.6% 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 7.84 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 95.66% Asset Allocation
Asset Class Value Cash 4.25% Equity 95.66% Debt 0.09% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹307 Cr 3,114,256
↑ 23,776 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹187 Cr 1,391,982
↑ 52,309 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹160 Cr 1,297,927
↓ -31,416 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹94 Cr 1,003,469 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹75 Cr 1,003,598
↓ -82,227 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹71 Cr 341,499 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹68 Cr 1,644,042 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹67 Cr 4,243,632 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹62 Cr 665,351
↓ -17,625 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹61 Cr 2,208,626 6. 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 Oct 20 ₹10,000 31 Oct 21 ₹15,004 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 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 7. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (25 Nov 25) ₹100.042 ↑ 0.13 (0.13 %) Net Assets (Cr) ₹1,643 on 31 Oct 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.04 Information Ratio -0.18 Alpha Ratio -3.88 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 Oct 20 ₹10,000 31 Oct 21 ₹14,534 31 Oct 22 ₹15,911 31 Oct 23 ₹18,180 31 Oct 24 ₹23,760 31 Oct 25 ₹24,924 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month -1.5% 3 Month 0.4% 6 Month 4.1% 1 Year 3% 3 Year 16.4% 5 Year 17.8% 10 Year 15 Year Since launch 12.5% 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 3.84 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.73% Consumer Defensive 30.77% Communication Services 11.96% Health Care 3.69% Financial Services 3.06% Real Estate 2.12% Basic Materials 1.47% Technology 0.02% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹167 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹148 Cr 423,056
↑ 4,655 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹130 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹110 Cr 446,824 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹92 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹80 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹65 Cr 40,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹61 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹56 Cr 443,054 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹50 Cr 40,888
↑ 3,005 8. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (25 Nov 25) ₹87.9018 ↑ 0.18 (0.20 %) Net Assets (Cr) ₹6,998 on 31 Oct 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.04 Information Ratio -0.77 Alpha Ratio -2.01 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 Oct 20 ₹10,000 31 Oct 21 ₹16,383 31 Oct 22 ₹16,575 31 Oct 23 ₹18,038 31 Oct 24 ₹25,026 31 Oct 25 ₹26,083 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Nov 25 Duration Returns 1 Month 0.4% 3 Month 2.9% 6 Month 6.4% 1 Year 3.6% 3 Year 16% 5 Year 19.1% 10 Year 15 Year Since launch 12.3% 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 1.34 Yr. Ashish Aggarwal 1 Jan 22 3.84 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 28.45% Consumer Cyclical 14.56% Industrials 11.08% Health Care 9.89% Basic Materials 8.73% Energy 6.96% Communication Services 5.36% Consumer Defensive 4.53% Technology 4% Real Estate 2.8% Utility 1.73% Asset Allocation
Asset Class Value Cash 1.54% Equity 98.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹398 Cr 4,029,925
↑ 229,925 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹299 Cr 2,010,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹223 Cr 2,375,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹215 Cr 1,600,000
↓ -200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹185 Cr 900,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹153 Cr 190,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹148 Cr 1,200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹147 Cr 700,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹142 Cr 960,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹141 Cr 350,000
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