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8 മികച്ച സുന്ദരം SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »സുന്ദരം മ്യൂച്വൽ ഫണ്ട് »മികച്ച സുന്ദരം SIP ഫണ്ടുകൾ

മികച്ച സുന്ദരം SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on June 29, 2025 , 16669 views

എസ്.ഐ.പി അല്ലെങ്കിൽ വ്യവസ്ഥാപിതംനിക്ഷേപ പദ്ധതി എന്ന രീതിയാണ്മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നു ചെറിയ തുകകളിലൂടെ പദ്ധതികൾ. ഇവിടെ, പകരംനിക്ഷേപിക്കുന്നു ഒരു സമയത്ത് ഒരു വലിയ തുക, നിങ്ങൾക്ക് എല്ലാ മാസവും അല്ലെങ്കിൽ പാദവും പതിവായി നിക്ഷേപിക്കാം. ദീർഘകാല സമ്പാദ്യശീലം വളർത്തിയെടുക്കുന്നതിനുള്ള മികച്ച മാർഗമാണിത്.

sundaram

ഒരു എസ്‌ഐ‌പി ഉപയോഗിച്ച് നിങ്ങളുടെ ദീർഘകാല പ്ലാൻ ചെയ്യാൻ കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ പോലെവിരമിക്കൽ, വിവാഹം, വീട്/കാർ വാങ്ങൽ തുടങ്ങിയവ. സുന്ദരം എസ്‌ഐപി ഫണ്ടുകളിൽ, നിങ്ങൾക്ക് 250 രൂപയിൽ താഴെയുള്ള തുക ദീർഘകാലത്തേക്ക് നിക്ഷേപിച്ച് ഈ ലക്ഷ്യങ്ങൾ നേടാം.

എന്തുകൊണ്ട് സുന്ദരം എസ്‌ഐപിയിൽ നിക്ഷേപിക്കണം?

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു SIP-ൽ ഇവയാണ്:

നിക്ഷേപകർ പദ്ധതിയിടുന്നുഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക, സുന്ദരം എസ്‌ഐപിയിൽ ചിലത് ഇതാമ്യൂച്വൽ ഫണ്ടുകൾ 2022-ലേക്ക്. AUM, മുൻകാല പ്രകടനങ്ങൾ, പിയർ ആവറേജ് റിട്ടേണുകൾ മുതലായവ പോലുള്ള വിവിധ പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്.

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ഇക്വിറ്റികൾക്കായുള്ള സുന്ദരം മ്യൂച്വൽ ഫണ്ടുകളുടെ മികച്ച SIP ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Mid Cap Fund Growth ₹1,391.3
↓ -2.21
₹12,344 100 13.80.67.53029.132
Sundaram Infrastructure Advantage Fund Growth ₹96.7428
↑ 0.12
₹952 100 143.6-0.228.629.623.8
Sundaram Financial Services Opportunities Fund Growth ₹106.871
↓ -0.16
₹1,548 100 13.712.9726.324.37.1
Sundaram Small Cap Fund Growth ₹261.242
↓ -0.36
₹3,311 100 16.60.33.626.332.219.1
Sundaram Rural and Consumption Fund Growth ₹98.3288
↓ -0.09
₹1,548 100 11.4-0.47.421.921.220.1
Sundaram Large and Mid Cap Fund Growth ₹85.6175
↓ -0.01
₹6,671 100 10.40.12.821.12321.1
Sundaram Global Advantage Fund Growth ₹34.5343
↑ 0.05
₹118 100 9.26.813.818.413.313.1
Sundaram Diversified Equity Fund Growth ₹222.871
↓ -0.36
₹1,488 250 10.83.94.718.221.312
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.

1. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (01 Jul 25) ₹1,391.3 ↓ -2.21   (-0.16 %)
Net Assets (Cr) ₹12,344 on 31 May 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.38
Information Ratio 0.1
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,403
30 Jun 22₹16,325
30 Jun 23₹21,303
30 Jun 24₹33,059
30 Jun 25₹36,042

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.5%
3 Month 13.8%
6 Month 0.6%
1 Year 7.5%
3 Year 30%
5 Year 29.1%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.27 Yr.
Ratish Varier24 Feb 214.27 Yr.

Data below for Sundaram Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.72%
Financial Services17.21%
Industrials14.53%
Basic Materials10.57%
Health Care10.4%
Technology6.5%
Consumer Defensive4.02%
Real Estate3.74%
Communication Services2.44%
Energy2.05%
Utility1.87%
Asset Allocation
Asset ClassValue
Cash7.89%
Equity92.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
3%₹422 Cr1,290,127
↑ 20,000
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL
3%₹396 Cr1,731,853
↓ -15,329
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹389 Cr19,247,362
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹337 Cr6,016,821
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN
2%₹274 Cr1,401,952
↑ 51,631
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS
2%₹274 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹273 Cr484,892
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹264 Cr1,179,542
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | MARICO
2%₹258 Cr3,599,583
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO
2%₹253 Cr6,144,382
↑ 143,420

2. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (01 Jul 25) ₹96.7428 ↑ 0.12   (0.12 %)
Net Assets (Cr) ₹952 on 31 May 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.48
Sharpe Ratio -0.15
Information Ratio 0.14
Alpha Ratio -2.24
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,923
30 Jun 22₹17,537
30 Jun 23₹22,736
30 Jun 24₹36,803
30 Jun 25₹36,891

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.7%
3 Month 14%
6 Month 3.6%
1 Year -0.2%
3 Year 28.6%
5 Year 29.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ashish Aggarwal1 Jan 223.42 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials39.37%
Energy11.45%
Communication Services11.28%
Utility10.86%
Basic Materials7.65%
Consumer Cyclical6.15%
Financial Services5.23%
Real Estate2.6%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
8%₹81 Cr435,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹77 Cr545,000
↓ -45,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
8%₹77 Cr210,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC
5%₹45 Cr1,340,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹31 Cr28,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
3%₹28 Cr193,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
3%₹26 Cr675,000
↑ 75,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID
2%₹23 Cr800,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹21 Cr94,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL
2%₹18 Cr575,000

3. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 23 in Sectoral category.  Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (01 Jul 25) ₹106.871 ↓ -0.16   (-0.15 %)
Net Assets (Cr) ₹1,548 on 31 May 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.45
Information Ratio 0.86
Alpha Ratio -8.77
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,894
30 Jun 22₹14,986
30 Jun 23₹20,883
30 Jun 24₹28,202
30 Jun 25₹30,521

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3%
3 Month 13.7%
6 Month 12.9%
1 Year 7%
3 Year 26.3%
5 Year 24.3%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria30 Dec 177.42 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services93.67%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity93.7%
Debt0.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
19%₹297 Cr1,525,703
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
13%₹194 Cr1,339,673
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK
10%₹150 Cr1,259,449
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹82 Cr1,003,469
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
5%₹71 Cr682,976
↑ 28,434
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹69 Cr1,085,825
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV
4%₹64 Cr317,616
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹60 Cr1,644,042
DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK
4%₹57 Cr3,891,197
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹56 Cr687,933
↑ 39,500

4. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (01 Jul 25) ₹261.242 ↓ -0.36   (-0.14 %)
Net Assets (Cr) ₹3,311 on 31 May 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.21
Information Ratio -0.35
Alpha Ratio 0.93
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,109
30 Jun 22₹20,226
30 Jun 23₹26,794
30 Jun 24₹38,752
30 Jun 25₹40,821

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.8%
3 Month 16.6%
6 Month 0.3%
1 Year 3.6%
3 Year 26.3%
5 Year 32.2%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria1 Nov 222.58 Yr.

Data below for Sundaram Small Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services20.34%
Industrials20.11%
Consumer Cyclical18.42%
Health Care11.06%
Basic Materials7.62%
Communication Services3.7%
Consumer Defensive3.69%
Technology3.46%
Real Estate3.24%
Utility1.23%
Asset Allocation
Asset ClassValue
Cash7.04%
Equity92.85%
Debt0.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹106 Cr1,898,655
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹95 Cr410,809
↑ 656
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹95 Cr906,389
↑ 70,411
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹92 Cr530,036
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹79 Cr936,780
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹79 Cr140,821
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
2%₹75 Cr793,969
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 542904
2%₹72 Cr16,665,062
↓ -2,160,705
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543387
2%₹72 Cr648,946
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN
2%₹70 Cr1,184,520

5. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 2 in Sectoral category.  Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (01 Jul 25) ₹98.3288 ↓ -0.09   (-0.09 %)
Net Assets (Cr) ₹1,548 on 31 May 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.4
Information Ratio 0.09
Alpha Ratio 3.32
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,316
30 Jun 22₹14,340
30 Jun 23₹18,300
30 Jun 24₹24,282
30 Jun 25₹26,305

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.2%
3 Month 11.4%
6 Month -0.4%
1 Year 7.4%
3 Year 21.9%
5 Year 21.2%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 223.42 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical41.5%
Consumer Defensive31.88%
Communication Services11.47%
Health Care3.51%
Financial Services3.01%
Real Estate2.21%
Basic Materials1.4%
Asset Allocation
Asset ClassValue
Cash5.03%
Equity94.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
9%₹147 Cr789,519
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
8%₹125 Cr2,991,251
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
8%₹116 Cr390,720
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹103 Cr440,212
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
5%₹76 Cr212,692
↓ -22,597
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹72 Cr58,511
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
5%₹72 Cr3,000,962
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹69 Cr453,496
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP
4%₹54 Cr79,027
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹52 Cr225,560
↓ -20,000

6. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (01 Jul 25) ₹85.6175 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹6,671 on 31 May 25
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.1
Information Ratio -1.05
Alpha Ratio -2.22
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,690
30 Jun 22₹15,902
30 Jun 23₹19,677
30 Jun 24₹27,324
30 Jun 25₹28,292

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Sundaram Large and Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.6%
3 Month 10.4%
6 Month 0.1%
1 Year 2.8%
3 Year 21.1%
5 Year 23%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath1 Jul 240.92 Yr.
Ashish Aggarwal1 Jan 223.42 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services26.7%
Consumer Cyclical14.7%
Health Care9.5%
Industrials9.43%
Energy6.91%
Communication Services6.84%
Basic Materials6.8%
Consumer Defensive5.63%
Technology4.98%
Utility2.61%
Real Estate2.18%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
6%₹377 Cr1,940,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹304 Cr2,100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹295 Cr2,075,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹193 Cr2,375,000
↑ 75,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹167 Cr900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
3%₹167 Cr1,400,000
↑ 300,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
2%₹145 Cr700,000
↑ 20,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER
2%₹136 Cr210,000
↑ 5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹130 Cr352,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | ALKEM
2%₹129 Cr252,570
↑ 2,570

7. Sundaram Global Advantage Fund

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.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 28 in Global category.  Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (30 Jun 25) ₹34.5343 ↑ 0.05   (0.14 %)
Net Assets (Cr) ₹118 on 31 May 25
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.33
Sharpe Ratio 0.41
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹13,570
30 Jun 22₹11,211
30 Jun 23₹14,440
30 Jun 24₹16,374
30 Jun 25₹18,629

Sundaram Global Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.9%
3 Month 9.2%
6 Month 6.8%
1 Year 13.8%
3 Year 18.4%
5 Year 13.3%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pathanjali Srinivasan1 Apr 241.17 Yr.

Data below for Sundaram Global Advantage Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology33.47%
Consumer Cyclical20.32%
Financial Services15.08%
Communication Services13.26%
Consumer Defensive9.31%
Industrials4.22%
Asset Allocation
Asset ClassValue
Cash4.33%
Equity95.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
96%₹113 Cr8,283,224
↑ 629
Treps
CBLO/Reverse Repo | -
5%₹6 Cr
Cash And Other Net Current Assets
CBLO | -
0%-₹1 Cr

8. Sundaram Diversified Equity Fund

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS schemes.

Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 14 in ELSS category.  Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (01 Jul 25) ₹222.871 ↓ -0.36   (-0.16 %)
Net Assets (Cr) ₹1,488 on 31 May 25
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.21
Information Ratio -0.92
Alpha Ratio 0.14
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,643
30 Jun 22₹15,992
30 Jun 23₹19,762
30 Jun 24₹25,128
30 Jun 25₹26,505

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.1%
3 Month 10.8%
6 Month 3.9%
1 Year 4.7%
3 Year 18.2%
5 Year 21.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12%
2023 23.3%
2022 4%
2021 31.5%
2020 9.9%
2019 6.2%
2018 -10.6%
2017 38.4%
2016 6.8%
2015 3.1%
Fund Manager information for Sundaram Diversified Equity Fund
NameSinceTenure
Rohit Seksaria24 Feb 214.27 Yr.
Bharath Subramanian2 Jun 250 Yr.

Data below for Sundaram Diversified Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.28%
Consumer Cyclical11.4%
Industrials10.26%
Basic Materials7.49%
Consumer Defensive7.35%
Health Care7.22%
Technology6.58%
Energy6.18%
Communication Services4.73%
Utility1.89%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
9%₹141 Cr724,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
9%₹128 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹72 Cr504,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹51 Cr138,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK
3%₹50 Cr419,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹48 Cr595,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
3%₹48 Cr306,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹48 Cr256,000
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC
3%₹44 Cr1,046,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | ULTRACEMCO
2%₹36 Cr32,000

SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?

നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!

നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ

മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)

നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!

സുന്ദരം എഎംസി ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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