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.
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.
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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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. Below is the key information for Sundaram Global Advantage Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund 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 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 Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Research Highlights for Sundaram Large and Mid Cap Fund Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Global Advantage Fund Growth ₹37.7852
↑ 0.19 ₹130 100 9.6 19.5 20 23.2 13.9 13.1 Sundaram Mid Cap Fund Growth ₹1,366.53
↑ 2.74 ₹12,501 100 -1.9 10.7 -4.5 22.6 25.7 32 Sundaram Infrastructure Advantage Fund Growth ₹94.0307
↓ -0.09 ₹935 100 -2.7 9.7 -5.7 22 27 23.8 Sundaram Small Cap Fund Growth ₹254.542
↑ 0.29 ₹3,282 100 -2.7 13.5 -6.1 19.7 26.9 19.1 Sundaram Financial Services Opportunities Fund Growth ₹100.151
↑ 0.28 ₹1,460 100 -6.4 5.2 -1.7 18.4 22.8 7.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Large and Mid Cap Fund Growth ₹84.4161
↑ 0.09 ₹6,651 100 -1.4 7.3 -5 15.8 20.3 21.1 Sundaram Rural and Consumption Fund Growth ₹97.7926
↓ -0.15 ₹1,599 100 -0.6 10.1 -7.7 15.2 19.3 20.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 25 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Global Advantage Fund Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Select Focus Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Bottom quartile AUM (₹130 Cr). Highest AUM (₹12,501 Cr). Bottom quartile AUM (₹935 Cr). Upper mid AUM (₹3,282 Cr). Lower mid AUM (₹1,460 Cr). Lower mid AUM (₹1,354 Cr). Top quartile AUM (₹6,651 Cr). Upper mid AUM (₹1,599 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 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. Risk profile: Moderately High. Point 5 5Y return: 13.93% (bottom quartile). 5Y return: 25.74% (upper mid). 5Y return: 27.04% (top quartile). 5Y return: 26.95% (top quartile). 5Y return: 22.84% (upper mid). 5Y return: 17.29% (bottom quartile). 5Y return: 20.28% (lower mid). 5Y return: 19.31% (lower mid). Point 6 3Y return: 23.22% (top quartile). 3Y return: 22.59% (top quartile). 3Y return: 21.96% (upper mid). 3Y return: 19.73% (upper mid). 3Y return: 18.36% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 15.81% (bottom quartile). 3Y return: 15.19% (bottom quartile). Point 7 1Y return: 20.02% (top quartile). 1Y return: -4.53% (upper mid). 1Y return: -5.70% (lower mid). 1Y return: -6.09% (bottom quartile). 1Y return: -1.74% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: -5.00% (lower mid). 1Y return: -7.66% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 2.99 (top quartile). Alpha: 0.29 (upper mid). Alpha: 0.97 (top quartile). Alpha: -11.54 (bottom quartile). Alpha: -5.62 (bottom quartile). Alpha: -0.06 (lower mid). Alpha: -2.82 (lower mid). Point 9 Sharpe: 0.81 (top quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.48 (lower mid). Sharpe: -0.47 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.55 (bottom quartile). Sharpe: -0.36 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.22 (top quartile). Information ratio: -0.07 (lower mid). Information ratio: -0.47 (lower mid). Information ratio: 0.50 (top quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.75 (bottom quartile). Information ratio: -0.05 (upper mid). Sundaram Global Advantage Fund
Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Select Focus Fund
Sundaram Large and Mid Cap Fund
Sundaram Rural and Consumption Fund
ആസ്തി >= 100 കോടി
& അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു
.1. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (29 Sep 25) ₹37.7852 ↑ 0.19 (0.52 %) 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 Returns for Sundaram Global Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 4% 3 Month 9.6% 6 Month 19.5% 1 Year 20% 3 Year 23.2% 5 Year 13.9% 10 Year 15 Year Since launch 7.6% 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 Aug 25
Equity Sector Allocation
Sector Value Technology 33.28% Consumer Cyclical 20.2% Financial Services 14.81% Communication Services 13.2% Consumer Defensive 9.64% Industrials 4.48% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹124 Cr 8,283,224 Treps
CBLO/Reverse Repo | -5% ₹6 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 2. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (30 Sep 25) ₹1,366.53 ↑ 2.74 (0.20 %) 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 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 0.5% 3 Month -1.9% 6 Month 10.7% 1 Year -4.5% 3 Year 22.6% 5 Year 25.7% 10 Year 15 Year Since launch 23.6% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.14% Consumer Cyclical 18% Industrials 14.64% Health Care 11.81% Basic Materials 10.56% Technology 5.82% Consumer Defensive 5.19% Real Estate 3.59% Utility 2.41% Communication Services 2.2% Energy 1.85% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.2% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹494 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹395 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS3% ₹354 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹328 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5327202% ₹303 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN2% ₹297 Cr 1,569,363
↑ 19,877 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹271 Cr 5,375,605
↓ -641,216 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹259 Cr 373,091
↓ -9,462 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹257 Cr 484,892 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹256 Cr 3,926,468
↓ -94,797 3. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (30 Sep 25) ₹94.0307 ↓ -0.09 (-0.10 %) 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 Returns for Sundaram Infrastructure Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 1.4% 3 Month -2.7% 6 Month 9.7% 1 Year -5.7% 3 Year 22% 5 Year 27% 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 Aug 25
Equity Sector Allocation
Sector Value Industrials 38.29% Utility 11.87% Energy 10.89% Communication Services 10.79% Consumer Cyclical 7.62% Basic Materials 7.6% Financial Services 3.87% Real Estate 2.41% Technology 0.71% Asset Allocation
Asset Class Value Cash 5.95% Equity 94.05% 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% ₹76 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹71 Cr 525,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹44 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹35 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹25 Cr 675,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹22 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹21 Cr 150,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D2% ₹19 Cr 67,000
↓ -3,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹18 Cr 575,000 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (30 Sep 25) ₹254.542 ↑ 0.29 (0.11 %) 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 Returns for Sundaram Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 1.8% 3 Month -2.7% 6 Month 13.5% 1 Year -6.1% 3 Year 19.7% 5 Year 26.9% 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 2.83 Yr. Data below for Sundaram Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.48% Industrials 19.02% Financial Services 17.74% Health Care 12.28% Basic Materials 8.03% Communication Services 5.4% Technology 4.17% Consumer Defensive 3.12% Real Estate 2.41% Utility 1.09% Asset Allocation
Asset Class Value Cash 5.17% Equity 94.73% 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% ₹114 Cr 1,898,655 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹101 Cr 899,463 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹101 Cr 530,036 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹97 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹93 Cr 431,921
↑ 21,112 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹84 Cr 648,946 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹75 Cr 991,559 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,407,678
↑ 174,724 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹71 Cr 16,665,062 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹68 Cr 395,668 5. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (30 Sep 25) ₹100.151 ↑ 0.28 (0.28 %) 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 3.3% 3 Month -6.4% 6 Month 5.2% 1 Year -1.7% 3 Year 18.4% 5 Year 22.8% 10 Year 15 Year Since launch 14.2% 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 7.68 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 95.03% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.03% Debt 0.17% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹290 Cr 3,051,406 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹187 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹139 Cr 1,329,343
↑ 36,023 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹81 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV4% ₹65 Cr 341,499 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹63 Cr 1,085,825 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹60 Cr 1,644,042 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹52 Cr 4,243,632
↑ 240,387 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹51 Cr 682,976 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | BANKBARODA4% ₹51 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 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 29 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 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (30 Sep 25) ₹84.4161 ↑ 0.09 (0.10 %) 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month 1.4% 3 Month -1.4% 6 Month 7.3% 1 Year -5% 3 Year 15.8% 5 Year 20.3% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26.08% Consumer Cyclical 15.64% Health Care 10.24% Industrials 9.52% Basic Materials 8.54% Energy 6.42% Communication Services 5.98% Consumer Defensive 5.69% Technology 3.82% Utility 2.67% Real Estate 2.64% Asset Allocation
Asset Class Value Cash 2.27% Equity 97.23% Debt 0.49% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹362 Cr 3,800,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹273 Cr 2,010,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹252 Cr 1,800,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹191 Cr 2,375,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹170 Cr 900,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹147 Cr 1,150,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹145 Cr 200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹137 Cr 700,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹132 Cr 900,000
↑ 100,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK2% ₹131 Cr 1,250,000
↓ -150,000 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (30 Sep 25) ₹97.7926 ↓ -0.15 (-0.15 %) 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 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 29 Sep 25 Duration Returns 1 Month -0.9% 3 Month -0.6% 6 Month 10.1% 1 Year -7.7% 3 Year 15.2% 5 Year 19.3% 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 3.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 42.39% Consumer Defensive 31.06% Communication Services 11.17% Health Care 3.76% Financial Services 2.87% Real Estate 1.85% Basic Materials 1.52% Asset Allocation
Asset Class Value Cash 5.38% Equity 94.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹149 Cr 789,519 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹133 Cr 416,173
↑ 25,453 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹126 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹117 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹91 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹77 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹66 Cr 44,812
↓ -5,699 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹60 Cr 79,027 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹48 Cr 225,560 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | TRENT3% ₹47 Cr 89,438
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
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!
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
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Research Highlights for Sundaram Global Advantage Fund