Fincash »सुंदरम म्युच्युअल फंड »सर्वोत्कृष्ट सुंदरम म्युच्युअल फंड योजना
Table of Contents
- सुंदरम म्युच्युअल फंडात गुंतवणूक का करावी?
- सर्वोत्कृष्ट सुंदरम म्युच्युअल फंड योजना
- सुंदरम म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
Top 10 Funds
- Sundaram Rural and Consumption Fund
- Sundaram Debt Oriented Hybrid Fund
- Sundaram Mid Cap Fund
- Sundaram Select Focus Fund
- Sundaram Corporate Bond Fund
- Sundaram Banking & PSU Debt Fund
- Sundaram Short Term Credit Risk Fund
- Sundaram Financial Services Opportunities Fund
- Sundaram Money Fund
- Sundaram Diversified Equity Fund
2022 साठी 10 सर्वोत्कृष्ट सुंदरम म्युच्युअल फंड योजना
सुंदरम म्युच्युअल फंड ऑफर aश्रेणी इक्विटी, कर्ज आणि उत्पादनांचीलिक्विड फंड जोखीम, परतावा आणितरलता गुंतवणूकदारांची प्राधान्ये. फंड हाऊसकडे एक मजबूत रिसर्च टीम आहे जी मध्यभागी 'उद्याचे विजेते' ओळखण्याचा ट्रॅक रेकॉर्ड ठेवते आणिलहान टोपी विभाग आणि, निश्चित साठीउत्पन्न निधी, संघ पोर्टफोलिओच्या क्रेडिट गुणवत्तेवर भर देतो.
सुंदरमम्युच्युअल फंड नेहमीच नाविन्यपूर्ण राहिले आहे आणि कॅपेक्स सारख्या नवीन थीममध्ये फंड लॉन्च करणारे ते पहिले होते,मिड-कॅप, नेतृत्व, ग्रामीण भारत आणि निधीची मायक्रो कॅप मालिका. गुंतवणूकदार त्यांचे नियोजन करू शकतातआर्थिक उद्दिष्टे आणि सुंदरमने ऑफर केलेल्या योजनांमध्ये गुंतवणूक करा.इक्विटी फंड दीर्घकालीन गुंतवणूक उद्दिष्टांसाठी निवडले जाऊ शकते, तरकर्ज निधी अल्प-मुदतीसाठी आदर्श आहेतकमाई.
तुम्ही खाली सूचीबद्ध टॉप १० सर्वोत्तम सुंदरम म्युच्युअल फंड योजनांमधून फंड निवडू शकता. या उत्कृष्ट कामगिरी करणाऱ्या योजना AUM सारख्या महत्त्वाच्या बाबी हाती घेऊन शॉर्टलिस्ट केल्या आहेत.नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.
Talk to our investment specialist
सुंदरम म्युच्युअल फंडात गुंतवणूक का करावी?
फंड हाऊस इक्विटी, डेट आणि लिक्विड फंड श्रेणीतील योजनांची विस्तृत श्रेणी ऑफर करते. प्रत्येक योजनेतील जोखीम-परतावा संबंध लक्षात घेऊन गुंतवणूकदार त्यांच्या सोयीनुसार योजना निवडू शकतात.
ही म्युच्युअल फंड कंपनी नाविन्यपूर्ण उत्पादने लॉन्च करण्यासाठी ओळखली जाते. ग्रामीण भारत, नेतृत्व, निधीची मायक्रो कॅप मालिका आणि अनेक नवीन थीममध्ये योजना सुरू करणारे हे पहिले फंड हाउस आहे.
कंपनीकडे पोर्टफोलिओ मॅनेजमेंट सर्व्हिसेस (पीएमएस) मध्ये विशेष विभाग आहेनिव्वळ वर्थ व्यक्ती
हे सर्व व्यावसायिक व्यवहारांमध्ये उच्च दर्जाच्या नैतिक पद्धती प्राप्त करण्याचा प्रयत्न करते ज्यामुळे भागधारकांचे मूल्य वाढते.
सर्वोत्कृष्ट सुंदरम म्युच्युअल फंड योजना
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹97.2182
↑ 0.61 ₹1,596 5,000 100 3.7 0.6 0.9 16.4 20.1 12.6 20.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.6264
↑ 0.08 ₹27 5,000 250 -0.2 3.2 4.7 7.6 8.5 7.3 8 Sundaram Mid Cap Fund Growth ₹1,374.27
↑ 13.37 ₹12,818 5,000 100 8.8 7.7 3.4 24 28.1 23.9 32 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Corporate Bond Fund Growth ₹40.6069
↑ 0.05 ₹772 5,000 250 1.8 5 9.1 7.4 6 7 8 Sundaram Banking & PSU Debt Fund Growth ₹43.5036
↑ 0.05 ₹468 100,000 250 1.8 4.9 9 7.5 5.6 7.4 8 Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 5,000 250 1 1.9 5.3 1.9 3.8 5.4 Sundaram Financial Services Opportunities Fund Growth ₹101.326
↑ 0.11 ₹1,605 100,000 100 -0.6 7.7 3.5 19.4 23.3 14.5 7.1 Sundaram Money Fund Growth ₹44.1929
↑ 0.00 ₹3,144 1,000 1,000 0.8 1.7 3.3 4.7 5.6 7.2 Sundaram Diversified Equity Fund Growth ₹220.432
↑ 0.83 ₹1,519 500 250 4.2 5.7 1.6 13.9 19.7 15.9 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Aug 25
(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 Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on (Erstwhile Sundaram Monthly Income Plan - Aggressive Fund) To generate regular income through investment in fixed
income securities. The secondary objective is to generate
long term capital appreciation by investing a portion of the
schemes assets in equity and equity related instruments Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Debt Oriented Hybrid 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. 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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Sundaram Flexible Fund-Flexible Income Plan) To generate reasonable returns by creating a portfolio
comprising substantially of fixed income instruments and
money market instruments by keeping the interest rate risk
of the fund low. Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Banking & PSU Debt Fund Returns up to 1 year are on (Erstwhile Sundaram Income Plus Fund) To obtain high yields by investing in fixed income securities.
Capital appreciation is secondary objective when
consistent with its primary objective. Sundaram Short Term Credit Risk Fund is a Debt - Credit Risk fund was launched on 31 Jul 02. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Short Term Credit Risk 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. 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 Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on To provide a level of income consistent with the
preservation of capital, liquidity and lower level of risk,
through investments made primarily in money market and
debt securities. The aim is to optimize returns while
providing liquidity. Sundaram Money Fund is a Debt - Liquid Fund fund was launched on 12 Dec 05. It is a fund with Low risk and has given a Below is the key information for Sundaram Money Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (04 Aug 25) ₹97.2182 ↑ 0.61 (0.63 %) Net Assets (Cr) ₹1,596 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.17 Information Ratio 0.07 Alpha Ratio 0.89 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,074 31 Jul 22 ₹15,588 31 Jul 23 ₹18,111 31 Jul 24 ₹25,002 31 Jul 25 ₹25,069 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month -1% 3 Month 3.7% 6 Month 0.6% 1 Year 0.9% 3 Year 16.4% 5 Year 20.1% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.58 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 42.74% Consumer Defensive 29.95% Communication Services 11.97% Health Care 3.59% Financial Services 3.13% Real Estate 2.17% Basic Materials 1.41% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹159 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹124 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹101 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹79 Cr 3,000,962 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹78 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹73 Cr 58,511 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹57 Cr 79,027 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹54 Cr 86,291 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹50 Cr 34,697 2. Sundaram Debt Oriented Hybrid Fund
CAGR/Annualized return of 7.3% since its launch. Ranked 8 in Hybrid Debt category. Return for 2024 was 8% , 2023 was 9.2% and 2022 was 2.8% . Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (04 Aug 25) ₹29.6264 ↑ 0.08 (0.28 %) Net Assets (Cr) ₹27 on 30 Jun 25 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.13 Information Ratio -1.38 Alpha Ratio -2.79 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹11,040 31 Jul 22 ₹11,965 31 Jul 23 ₹12,984 31 Jul 24 ₹14,356 31 Jul 25 ₹15,008 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month -0.5% 3 Month -0.2% 6 Month 3.2% 1 Year 4.7% 3 Year 7.6% 5 Year 8.5% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 9.2% 2022 2.8% 2021 14.5% 2020 7.3% 2019 0.9% 2018 -1.2% 2017 12.1% 2016 9.9% 2015 8.7% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Dwijendra Srivastava 1 Jun 12 13.17 Yr. S. Bharath 16 May 22 3.21 Yr. Sandeep Agarwal 30 Sep 12 12.84 Yr. Ashish Aggarwal 1 Jan 22 3.58 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 44.96% Equity 26.36% Debt 28.28% Other 0.4% Equity Sector Allocation
Sector Value Financial Services 10.07% Energy 3.14% Technology 2.62% Communication Services 2.24% Consumer Defensive 2.04% Basic Materials 1.92% Consumer Cyclical 1.84% Utility 1.27% Industrials 0.65% Health Care 0.57% Debt Sector Allocation
Sector Value Cash Equivalent 44.96% Government 28.28% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.09% Govt Stock 2054
Sovereign Bonds | -23% ₹5 Cr 500,000
↓ -500,000 7.1% Govt Stock 2034
Sovereign Bonds | -5% ₹1 Cr 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK4% ₹1 Cr 4,250 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹1 Cr 4,200 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹1 Cr 3,400 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,500 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH1% ₹0 Cr 1,848 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,750 POWERGRID Infrastructure Investment Trust Units (Utilities)
Equity, Since 15 Mar 24 | 5432901% ₹0 Cr 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322151% ₹0 Cr 2,000 3. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.9% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (04 Aug 25) ₹1,374.27 ↑ 13.37 (0.98 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month -1.2% 3 Month 8.8% 6 Month 7.7% 1 Year 3.4% 3 Year 24% 5 Year 28.1% 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 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382 4. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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) Sub Cat. Focused Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,124 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 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 5. Sundaram Corporate Bond Fund
CAGR/Annualized return of 7% since its launch. Ranked 15 in Corporate Bond category. Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.7% . Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (04 Aug 25) ₹40.6069 ↑ 0.05 (0.13 %) Net Assets (Cr) ₹772 on 30 Jun 25 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.51 Sharpe Ratio 1.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 6.59% Effective Maturity 4 Years 3 Months 4 Days Modified Duration 3 Years Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,510 31 Jul 22 ₹10,781 31 Jul 23 ₹11,425 31 Jul 24 ₹12,248 31 Jul 25 ₹13,352 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 5% 1 Year 9.1% 3 Year 7.4% 5 Year 6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.3% 2022 3.7% 2021 3.5% 2020 11% 2019 11.3% 2018 4.8% 2017 5.4% 2016 11.7% 2015 8.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Dwijendra Srivastava 31 Jul 10 15.01 Yr. Sandeep Agarwal 1 Jun 12 13.17 Yr. Data below for Sundaram Corporate Bond Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 15.56% Debt 84.06% Other 0.38% Debt Sector Allocation
Sector Value Corporate 59.2% Government 33.07% Cash Equivalent 7.35% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Debentures | -7% ₹52 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -5% ₹41 Cr 4,000 National Housing Bank
Debentures | -5% ₹40 Cr 4,000 LIC Housing Finance Ltd
Debentures | -4% ₹31 Cr 300 National Bank For Agriculture And Rural Development
Debentures | -3% ₹26 Cr 2,500 HDFC Bank Limited
Debentures | -3% ₹26 Cr 2,500 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹26 Cr 2,500,000
↓ -1,500,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹26 Cr 2,500 Rec Limited
Debentures | -3% ₹26 Cr 2,500 Indian Railway Finance Corporation Limited
Debentures | -3% ₹25 Cr 2,500 6. Sundaram Banking & PSU Debt Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 51 in Banking & PSU Debt category. Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3% . Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (04 Aug 25) ₹43.5036 ↑ 0.05 (0.12 %) Net Assets (Cr) ₹468 on 30 Jun 25 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.34 Sharpe Ratio 1.78 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 6.53% Effective Maturity 4 Years 18 Days Modified Duration 2 Years 11 Months 23 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,373 31 Jul 22 ₹10,581 31 Jul 23 ₹11,250 31 Jul 24 ₹12,070 31 Jul 25 ₹13,142 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 4.9% 1 Year 9% 3 Year 7.5% 5 Year 5.6% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3% 2021 2.9% 2020 7.6% 2019 10.1% 2018 6.1% 2017 6.2% 2016 7.9% 2015 8.5% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Dwijendra Srivastava 27 Jul 10 15.02 Yr. Sandeep Agarwal 16 May 22 3.21 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 30 Jun 25
Asset Allocation
Asset Class Value Cash 15.61% Debt 84.11% Other 0.28% Debt Sector Allocation
Sector Value Corporate 46.12% Government 42.09% Cash Equivalent 11.51% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -7% ₹31 Cr 3,000,000
↓ -1,000,000 Indian Oil Corporation Limited
Debentures | -7% ₹31 Cr 300 Rec Limited
Debentures | -5% ₹26 Cr 250 HDFC Bank Limited
Debentures | -5% ₹25 Cr 2,500 Housing And Urban Development Corporation Limited
Debentures | -5% ₹25 Cr 2,500 National Housing Bank
Debentures | -4% ₹20 Cr 2,000 Small Industries Development Bank Of India
Debentures | -4% ₹20 Cr 200 Power Finance Corporation Limited
Debentures | -4% ₹20 Cr 200 Indian Bank
Domestic Bonds | -4% ₹19 Cr 400 National Bank For Agriculture And Rural Development
Debentures | -3% ₹15 Cr 1,500 7. Sundaram Short Term Credit Risk Fund
CAGR/Annualized return of 5.4% since its launch. Ranked 57 in Credit Risk category. . Sundaram Short Term Credit Risk Fund
Growth Launch Date 31 Jul 02 NAV (29 Dec 20) ₹26.352 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹116 on 30 Nov 20 Category Debt - Credit Risk AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.32 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 3.6% Effective Maturity 1 Year 2 Months 16 Days Modified Duration 11 Months 8 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (04 Aug 25) ₹101.326 ↑ 0.11 (0.11 %) Net Assets (Cr) ₹1,605 on 30 Jun 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.17 Information Ratio 0.9 Alpha Ratio -8.05 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,769 31 Jul 22 ₹16,632 31 Jul 23 ₹21,449 31 Jul 24 ₹27,467 31 Jul 25 ₹28,783 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month -4.4% 3 Month -0.6% 6 Month 7.7% 1 Year 3.5% 3 Year 19.4% 5 Year 23.3% 10 Year 15 Year Since launch 14.5% 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 7.59 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 94.31% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK19% ₹305 Cr 1,525,703 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 53217412% ₹194 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹151 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹82 Cr 1,003,469 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹77 Cr 1,085,825 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING5% ₹76 Cr 682,976 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹70 Cr 341,499
↑ 23,883 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹65 Cr 1,644,042 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹57 Cr 11,708,687 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹57 Cr 3,891,197 9. Sundaram Money Fund
CAGR/Annualized return of 7.2% since its launch. Ranked 31 in Liquid Fund category. . Sundaram Money Fund
Growth Launch Date 12 Dec 05 NAV (31 Dec 21) ₹44.1929 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹3,144 on 30 Nov 21 Category Debt - Liquid Fund AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Low Expense Ratio 0.26 Sharpe Ratio -3.87 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 3.5% Effective Maturity 1 Month 2 Days Modified Duration 1 Month 2 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹10,325 Returns for Sundaram Money Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month 0.3% 3 Month 0.8% 6 Month 1.7% 1 Year 3.3% 3 Year 4.7% 5 Year 5.6% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Money Fund
Name Since Tenure Data below for Sundaram Money Fund as on 30 Nov 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 14 in ELSS category. Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (04 Aug 25) ₹220.432 ↑ 0.83 (0.38 %) Net Assets (Cr) ₹1,519 on 30 Jun 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.02 Information Ratio -1.14 Alpha Ratio -0.44 Min Investment 500 Min SIP Investment 250 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹15,089 31 Jul 22 ₹16,439 31 Jul 23 ₹19,315 31 Jul 24 ₹24,479 31 Jul 25 ₹24,695 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 25 Duration Returns 1 Month -1.2% 3 Month 4.2% 6 Month 5.7% 1 Year 1.6% 3 Year 13.9% 5 Year 19.7% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 24 Feb 21 4.43 Yr. Bharath Subramanian 2 Jun 25 0.16 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 31.88% Consumer Cyclical 11.74% Industrials 10.48% Consumer Defensive 7.07% Health Care 6.69% Technology 6.64% Energy 6.37% Basic Materials 6.34% Communication Services 5.01% Utility 1.86% Asset Allocation
Asset Class Value Cash 5.91% Equity 94.08% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK10% ₹145 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | 5321748% ₹128 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹76 Cr 504,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹61 Cr 505,000
↑ 86,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹51 Cr 256,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹51 Cr 138,000 Sundaram Liquid Dir Gr
Investment Fund | -3% ₹50 Cr 214,777
↑ 214,777 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹49 Cr 306,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹49 Cr 595,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹44 Cr 1,046,000
सुंदरम म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.
तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved