+91-22-489139092022 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.
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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 ₹99.4389
↑ 0.08 ₹1,576 5,000 100 3.8 15.5 -1.2 16.2 19.2 12.6 20.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.2258
↓ 0.00 ₹21 5,000 250 -1.7 3.3 2.4 6.9 8 7.2 8 Sundaram Mid Cap Fund Growth ₹1,378.92
↓ -0.05 ₹12,596 5,000 100 2.1 21 -0.6 22.4 25.9 23.8 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 ₹40.4996
↑ 0.01 ₹798 5,000 250 0.5 4.5 8.1 7.2 5.9 7 8 Sundaram Banking & PSU Debt Fund Growth ₹43.4066
↑ 0.01 ₹471 100,000 250 0.5 4.4 8 7.3 5.5 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 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 ₹220.409
↑ 0.18 ₹1,489 500 250 2 14.5 -0.6 12.7 18.4 15.8 12 Sundaram Financial Services Opportunities Fund Growth ₹97.6587
↓ -0.18 ₹1,548 100,000 100 -6.4 9.1 -2.4 16.4 20.4 14.1 7.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25 Research Highlights & Commentary of 10 Funds showcased
Commentary 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 Money Fund Sundaram Diversified Equity Fund Sundaram Financial Services Opportunities Fund Point 1 Upper mid AUM (₹1,576 Cr). Bottom quartile AUM (₹21 Cr). Highest AUM (₹12,596 Cr). Lower mid AUM (₹1,354 Cr). Lower mid AUM (₹798 Cr). Bottom quartile AUM (₹471 Cr). Bottom quartile AUM (₹116 Cr). Top quartile AUM (₹3,144 Cr). Upper mid AUM (₹1,489 Cr). Upper mid AUM (₹1,548 Cr). Point 2 Established history (19+ yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (23+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (19+ yrs). Oldest track record among peers (25 yrs). Established history (17+ yrs). Point 3 Top rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 19.16% (upper mid). 5Y return: 8.03% (lower mid). 5Y return: 25.93% (top quartile). 5Y return: 17.29% (upper mid). 1Y return: 8.06% (top quartile). 1Y return: 8.01% (upper mid). 1Y return: 5.25% (upper mid). 1Y return: 3.29% (upper mid). 5Y return: 18.43% (upper mid). 5Y return: 20.41% (top quartile). Point 6 3Y return: 16.23% (upper mid). 3Y return: 6.88% (bottom quartile). 3Y return: 22.44% (top quartile). 3Y return: 17.03% (top quartile). 1M return: -0.13% (lower mid). 1M return: -0.10% (lower mid). 1M return: 0.24% (upper mid). 1M return: 0.29% (upper mid). 3Y return: 12.71% (upper mid). 3Y return: 16.36% (upper mid). Point 7 1Y return: -1.16% (bottom quartile). 1Y return: 2.35% (lower mid). 1Y return: -0.64% (bottom quartile). 1Y return: 24.49% (top quartile). Sharpe: 1.55 (upper mid). Sharpe: 1.59 (top quartile). Sharpe: 1.15 (upper mid). Sharpe: -3.87 (bottom quartile). 1Y return: -0.64% (lower mid). 1Y return: -2.39% (bottom quartile). Point 8 Alpha: -0.72 (lower mid). 1M return: -1.08% (bottom quartile). Alpha: 3.17 (top quartile). Alpha: -5.62 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Alpha: 1.18 (top quartile). Alpha: -9.58 (bottom quartile). Point 9 Sharpe: -0.27 (lower mid). Alpha: -2.66 (bottom quartile). Sharpe: -0.17 (lower mid). Sharpe: 1.85 (top quartile). Yield to maturity (debt): 6.65% (top quartile). Yield to maturity (debt): 6.51% (top quartile). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 3.50% (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.07 (upper mid). Point 10 Information ratio: 0.00 (top quartile). Sharpe: -0.44 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (bottom quartile). Modified duration: 3.10 yrs (bottom quartile). Modified duration: 2.86 yrs (bottom quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 0.09 yrs (lower mid). Information ratio: -0.76 (bottom quartile). Information ratio: 0.66 (top quartile). 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 Money Fund
Sundaram Diversified Equity Fund
Sundaram Financial Services Opportunities 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. 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 Research Highlights for Sundaram Debt Oriented Hybrid Fund 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. 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 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 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. Research Highlights for Sundaram Corporate Bond Fund 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 Research Highlights for Sundaram Banking & PSU Debt Fund 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. Research Highlights for Sundaram Short Term Credit Risk Fund Below is the key information for Sundaram Short Term Credit Risk 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. Research Highlights for Sundaram Money Fund 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. Research Highlights for Sundaram Diversified Equity Fund Below is the key information for Sundaram Diversified Equity 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 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (02 Sep 25) ₹99.4389 ↑ 0.08 (0.08 %) Net Assets (Cr) ₹1,576 on 31 Jul 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.27 Information Ratio 0 Alpha Ratio -0.72 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 Aug 20 ₹10,000 31 Aug 21 ₹13,919 31 Aug 22 ₹15,651 31 Aug 23 ₹17,889 31 Aug 24 ₹24,595 31 Aug 25 ₹24,259 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 2.9% 3 Month 3.8% 6 Month 15.5% 1 Year -1.2% 3 Year 16.2% 5 Year 19.2% 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 3.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.9% Consumer Defensive 30.76% Communication Services 11.5% Health Care 3.76% Financial Services 3.07% Real Estate 2.05% Basic Materials 1.46% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹151 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹127 Cr 3,085,016
↑ 93,765 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹125 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹111 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹89 Cr 2,892,836
↓ -108,126 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹71 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 50,511
↓ -8,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 79,027 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹50 Cr 837,090 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹48 Cr 34,697 2. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (02 Sep 25) ₹29.2258 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹21 on 31 Jul 25 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.44 Information Ratio -1.4 Alpha Ratio -2.66 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 Aug 20 ₹10,000 31 Aug 21 ₹11,204 31 Aug 22 ₹12,136 31 Aug 23 ₹12,981 31 Aug 24 ₹14,455 31 Aug 25 ₹14,778 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -1.1% 3 Month -1.7% 6 Month 3.3% 1 Year 2.4% 3 Year 6.9% 5 Year 8% 10 Year 15 Year Since launch 7.2% 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 13.26 Yr. S. Bharath 16 May 22 3.3 Yr. Sandeep Agarwal 30 Sep 12 12.93 Yr. Ashish Aggarwal 1 Jan 22 3.67 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 44.75% Equity 21.54% Debt 33.3% Other 0.41% Equity Sector Allocation
Sector Value Financial Services 7.59% Energy 2.72% Technology 2.17% Communication Services 2.11% Basic Materials 1.86% Consumer Cyclical 1.82% Utility 1.28% Consumer Defensive 0.93% Health Care 0.63% Industrials 0.43% Debt Sector Allocation
Sector Value Cash Equivalent 44.75% Government 33.3% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.68% Government Of India
Sovereign Bonds | -19% ₹4 Cr 400,000
↑ 400,000 7.24% Central Government Securities 18/08/2055
Sovereign Bonds | -10% ₹2 Cr 207,700
↑ 207,700 7.1% Govt Stock 2034
Sovereign Bonds | -5% ₹1 Cr 100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK3% ₹1 Cr 3,325
↓ -175 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹1 Cr 3,800
↓ -200 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 3,300
↓ -100 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,400 POWERGRID Infrastructure Investment Trust Units (Utilities)
Equity, Since 15 Mar 24 | 5432901% ₹0 Cr 30,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,750 State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN1% ₹0 Cr 2,600 3. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (02 Sep 25) ₹1,378.92 ↓ -0.05 (0.00 %) Net Assets (Cr) ₹12,596 on 31 Jul 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 3.17 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 Aug 20 ₹10,000 31 Aug 21 ₹16,070 31 Aug 22 ₹17,540 31 Aug 23 ₹20,975 31 Aug 24 ₹32,405 31 Aug 25 ₹31,846 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 1.3% 3 Month 2.1% 6 Month 21% 1 Year -0.6% 3 Year 22.4% 5 Year 25.9% 10 Year 15 Year Since launch 23.8% 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 Jul 25
Equity Sector Allocation
Sector Value Financial Services 19.28% Consumer Cyclical 17.91% Industrials 14.27% Health Care 11.57% Basic Materials 11.06% Technology 5.61% Consumer Defensive 4.27% Real Estate 3.59% Utility 2.59% Communication Services 2.32% Energy 2.04% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063954% ₹461 Cr 1,712,601 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹459 Cr 1,290,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹358 Cr 6,016,821 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹333 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹322 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹307 Cr 11,920,703
↑ 359,991 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹299 Cr 1,549,486
↑ 38,535 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹257 Cr 6,144,382 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹255 Cr 382,553
↓ -2,232 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹250 Cr 484,892 4. 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) Sub Cat. Focused Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,919 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 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 5. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (02 Sep 25) ₹40.4996 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹798 on 31 Jul 25 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.51 Sharpe Ratio 1.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 6.65% Effective Maturity 4 Years 3 Months 22 Days Modified Duration 3 Years 1 Month 6 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹10,557 31 Aug 22 ₹10,823 31 Aug 23 ₹11,464 31 Aug 24 ₹12,332 31 Aug 25 ₹13,323 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -0.1% 3 Month 0.5% 6 Month 4.5% 1 Year 8.1% 3 Year 7.2% 5 Year 5.9% 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 15.1 Yr. Sandeep Agarwal 1 Jun 12 13.26 Yr. Data below for Sundaram Corporate Bond Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 9.11% Debt 90.52% Other 0.37% Debt Sector Allocation
Sector Value Corporate 62.94% Government 31.88% Cash Equivalent 4.82% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Small Industries Development Bank Of India
Debentures | -6% ₹51 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 6.33% Goi 2035
Sovereign Bonds | -4% ₹30 Cr 3,000,000
↑ 500,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹26 Cr 2,500 HDFC Bank Limited
Debentures | -3% ₹26 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -3% ₹26 Cr 2,500 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹26 Cr 2,500,000 Rec Limited
Debentures | -3% ₹25 Cr 2,500 6. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (02 Sep 25) ₹43.4066 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹471 on 31 Jul 25 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.34 Sharpe Ratio 1.59 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 6.51% Effective Maturity 3 Years 10 Months 13 Days Modified Duration 2 Years 10 Months 10 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹10,373 31 Aug 22 ₹10,612 31 Aug 23 ₹11,265 31 Aug 24 ₹12,125 31 Aug 25 ₹13,095 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -0.1% 3 Month 0.5% 6 Month 4.4% 1 Year 8% 3 Year 7.3% 5 Year 5.5% 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 15.11 Yr. Sandeep Agarwal 16 May 22 3.3 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 10.6% Debt 89.12% Other 0.28% Debt Sector Allocation
Sector Value Corporate 51.37% Government 41.87% Cash Equivalent 6.48% 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 Indian Oil Corporation Limited
Debentures | -6% ₹31 Cr 300 Rec Limited
Debentures | -5% ₹25 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
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 Aug 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 2 Sep 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 Money Fund
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 Aug 20 ₹10,000 31 Aug 21 ₹10,326 Returns for Sundaram Money Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 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 9. Sundaram Diversified Equity Fund
Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (02 Sep 25) ₹220.409 ↑ 0.18 (0.08 %) Net Assets (Cr) ₹1,489 on 31 Jul 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.35 Information Ratio -0.76 Alpha Ratio 1.18 Min Investment 500 Min SIP Investment 250 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹15,550 31 Aug 22 ₹16,618 31 Aug 23 ₹18,450 31 Aug 24 ₹23,890 31 Aug 25 ₹23,542 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 0.4% 3 Month 2% 6 Month 14.5% 1 Year -0.6% 3 Year 12.7% 5 Year 18.4% 10 Year 15 Year Since launch 15.8% 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 4.52 Yr. Bharath Subramanian 2 Jun 25 0.25 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 29.04% Consumer Cyclical 13.47% Consumer Defensive 7.3% Energy 6.49% Basic Materials 6.38% Industrials 5.93% Health Care 5.49% Technology 5.44% Communication Services 3.29% Utility 3.19% Asset Allocation
Asset Class Value Cash 13.97% Equity 86.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK10% ₹146 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK9% ₹131 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹70 Cr 504,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322154% ₹54 Cr 505,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹50 Cr 138,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹49 Cr 256,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹47 Cr 595,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY3% ₹46 Cr 306,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 23 | ITC3% ₹43 Cr 1,046,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5325383% ₹39 Cr 32,000 10. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (02 Sep 25) ₹97.6587 ↓ -0.18 (-0.18 %) Net Assets (Cr) ₹1,548 on 31 Jul 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio -0.07 Information Ratio 0.66 Alpha Ratio -9.58 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 Aug 20 ₹10,000 31 Aug 21 ₹15,608 31 Aug 22 ₹16,263 31 Aug 23 ₹19,726 31 Aug 24 ₹26,029 31 Aug 25 ₹25,344 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month -3.5% 3 Month -6.4% 6 Month 9.1% 1 Year -2.4% 3 Year 16.4% 5 Year 20.4% 10 Year 15 Year Since launch 14.1% 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 7.67 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 95.04% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹308 Cr 1,525,703 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹198 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹138 Cr 1,293,320
↑ 33,871 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹80 Cr 1,003,469 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹69 Cr 1,644,042 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹68 Cr 1,085,825 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹67 Cr 682,976 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹67 Cr 341,499 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹54 Cr 4,003,245
↑ 112,048 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321343% ₹53 Cr 2,208,626
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Research Highlights for Sundaram Rural and Consumption Fund