+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 ₹96.748
↑ 1.62 ₹1,422 5,000 100 7.8 5.2 0.1 11.7 11.8 11.9 -0.1 Sundaram Mid Cap Fund Growth ₹1,529.41
↑ 20.02 ₹14,026 5,000 100 8 8 12.4 21.4 17.8 23.3 4.1 Sundaram Debt Oriented Hybrid Fund Growth ₹29.686
↑ 0.10 ₹19 5,000 250 1.9 -0.3 0.5 5.2 6.3 6.9 4.3 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 Small Cap Fund Growth ₹292.233
↑ 5.57 ₹3,872 5,000 100 8.8 14 15.3 17.6 16.2 17 0.4 Sundaram Large and Mid Cap Fund Growth ₹93.4453
↑ 1.58 ₹6,991 5,000 100 11.9 7.8 11.7 15.3 12.8 12.2 3.6 Sundaram Financial Services Opportunities Fund Growth ₹110.192
↑ 2.29 ₹1,681 100,000 100 5.9 -0.6 8.9 13.8 14 14.1 16.9 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 Banking & PSU Debt Fund Growth ₹45.6374
↑ 0.03 ₹280 100,000 250 2.1 3 5 7.1 5.9 7.3 7.6 Sundaram Corporate Bond Fund Growth ₹42.4751
↑ 0.03 ₹628 5,000 250 2.2 2.9 4.7 7 5.9 6.9 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Sundaram Mid Cap Fund Sundaram Debt Oriented Hybrid Fund Sundaram Select Focus Fund Sundaram Small Cap Fund Sundaram Large and Mid Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Short Term Credit Risk Fund Sundaram Banking & PSU Debt Fund Sundaram Corporate Bond Fund Point 1 Upper mid AUM (₹1,422 Cr). Highest AUM (₹14,026 Cr). Bottom quartile AUM (₹19 Cr). Lower mid AUM (₹1,354 Cr). Upper mid AUM (₹3,872 Cr). Top quartile AUM (₹6,991 Cr). Upper mid AUM (₹1,681 Cr). Bottom quartile AUM (₹116 Cr). Bottom quartile AUM (₹280 Cr). Lower mid AUM (₹628 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (24 yrs). Established history (16+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (24+ yrs). Established history (21+ yrs). Established history (21+ 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 High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Point 5 5Y return: 11.84% (lower mid). 5Y return: 17.84% (top quartile). 5Y return: 6.29% (lower mid). 5Y return: 17.29% (top quartile). 5Y return: 16.19% (upper mid). 5Y return: 12.82% (upper mid). 5Y return: 14.01% (upper mid). 1Y return: 5.25% (lower mid). 1Y return: 5.03% (lower mid). 1Y return: 4.74% (bottom quartile). Point 6 3Y return: 11.70% (lower mid). 3Y return: 21.41% (top quartile). 3Y return: 5.19% (bottom quartile). 3Y return: 17.03% (upper mid). 3Y return: 17.61% (top quartile). 3Y return: 15.28% (upper mid). 3Y return: 13.80% (upper mid). 1M return: 0.24% (lower mid). 1M return: 0.16% (lower mid). 1M return: 0.16% (bottom quartile). Point 7 1Y return: 0.14% (bottom quartile). 1Y return: 12.38% (upper mid). 1Y return: 0.48% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 15.27% (top quartile). 1Y return: 11.72% (upper mid). 1Y return: 8.86% (upper mid). Sharpe: 1.15 (top quartile). Sharpe: -0.16 (lower mid). Sharpe: -0.28 (bottom quartile). Point 8 Alpha: -6.29 (bottom quartile). Alpha: 0.71 (upper mid). 1M return: 1.09% (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 8.89 (top quartile). Alpha: 3.38 (upper mid). Alpha: 3.51 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Point 9 Sharpe: -0.67 (bottom quartile). Sharpe: 0.06 (upper mid). Alpha: -5.52 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.25 (upper mid). Sharpe: -0.01 (upper mid). Sharpe: -0.07 (lower mid). Yield to maturity (debt): 3.60% (upper mid). Yield to maturity (debt): 7.47% (top quartile). Yield to maturity (debt): 7.56% (top quartile). Point 10 Information ratio: -0.56 (bottom quartile). Information ratio: 0.32 (top quartile). Sharpe: -1.54 (bottom quartile). Information ratio: -0.52 (bottom quartile). Information ratio: -0.17 (lower mid). Information ratio: -0.24 (lower mid). Information ratio: 0.51 (top quartile). Modified duration: 0.94 yrs (lower mid). Modified duration: 1.98 yrs (bottom quartile). Modified duration: 2.08 yrs (bottom quartile). Sundaram Rural and Consumption Fund
Sundaram Mid Cap Fund
Sundaram Debt Oriented Hybrid Fund
Sundaram Select Focus Fund
Sundaram Small Cap Fund
Sundaram Large and Mid Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Short Term Credit Risk Fund
Sundaram Banking & PSU Debt Fund
Sundaram Corporate Bond 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 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 (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 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 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 (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 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 (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 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 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 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (03 Aug 26) ₹96.748 ↑ 1.62 (1.70 %) Net Assets (Cr) ₹1,422 on 30 Jun 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.68 Information Ratio -0.56 Alpha Ratio -6.29 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 21 ₹10,000 31 Jul 22 ₹11,075 31 Jul 23 ₹12,868 31 Jul 24 ₹17,764 31 Jul 25 ₹17,811 31 Jul 26 ₹17,424 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 4.7% 3 Month 7.8% 6 Month 5.2% 1 Year 0.1% 3 Year 11.7% 5 Year 11.8% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Rohit Seksaria 27 Feb 26 0.42 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Anuj Bansal 27 Feb 26 0.42 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 48.67% Consumer Defensive 22.07% Communication Services 9.57% Health Care 5.25% Industrials 3.69% Basic Materials 2.76% Technology 2.48% Financial Services 1.47% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹123 Cr 662,373 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL8% ₹113 Cr 4,263,545 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹103 Cr 336,803
↓ -43,526 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹94 Cr 212,692 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC6% ₹80 Cr 2,789,487
↓ -943,699 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹74 Cr 85,724 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹61 Cr 431,406 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 25 | INDIGO4% ₹53 Cr 97,824
↑ 8,421 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS4% ₹52 Cr 235,207 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5323433% ₹48 Cr 138,262
↑ 21,106 2. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (03 Aug 26) ₹1,529.41 ↑ 20.02 (1.33 %) Net Assets (Cr) ₹14,026 on 30 Jun 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.06 Information Ratio 0.32 Alpha Ratio 0.71 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 21 ₹10,000 31 Jul 22 ₹10,653 31 Jul 23 ₹13,062 31 Jul 24 ₹20,403 31 Jul 25 ₹20,694 31 Jul 26 ₹22,756 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 4% 3 Month 8% 6 Month 8% 1 Year 12.4% 3 Year 21.4% 5 Year 17.8% 10 Year 15 Year Since launch 23.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.44 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 22.57% Industrials 19.78% Consumer Cyclical 14.09% Health Care 10.44% Basic Materials 8.35% Technology 8% Consumer Defensive 5% Real Estate 3.2% Utility 2.34% Energy 1.32% Communication Services 1.2% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.3% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹424 Cr 750,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹408 Cr 825,000
↓ -75,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹369 Cr 11,700,000
↑ 201,525 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹365 Cr 945,165 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹362 Cr 10,962,188
↑ 562,500 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹344 Cr 1,714,153
↑ 72,124 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Jul 24 | SUZLON2% ₹340 Cr 57,725,000
↑ 7,422,525 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹304 Cr 38,278,844 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5002712% ₹286 Cr 1,805,000 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹276 Cr 3,300,000 3. Sundaram Debt Oriented Hybrid Fund
Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (03 Aug 26) ₹29.686 ↑ 0.10 (0.35 %) Net Assets (Cr) ₹19 on 30 Jun 26 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -1.54 Information Ratio -2.12 Alpha Ratio -5.52 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 21 ₹10,000 31 Jul 22 ₹10,838 31 Jul 23 ₹11,761 31 Jul 24 ₹13,004 31 Jul 25 ₹13,594 31 Jul 26 ₹13,588 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 1.1% 3 Month 1.9% 6 Month -0.3% 1 Year 0.5% 3 Year 5.2% 5 Year 6.3% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.3% 2023 8% 2022 9.2% 2021 2.8% 2020 14.5% 2019 7.3% 2018 0.9% 2017 -1.2% 2016 12.1% 2015 9.9% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Kumaresh Ramakrishnan 9 Jun 26 0.14 Yr. S. Bharath 16 May 22 4.21 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Cash 53.34% Equity 19.79% Debt 26.38% Other 0.48% Equity Sector Allocation
Sector Value Financial Services 6.18% Technology 2.63% Communication Services 2.44% Consumer Cyclical 2.22% Energy 2.06% Industrials 1.53% Basic Materials 1.23% Health Care 1.01% Consumer Defensive 0.49% Debt Sector Allocation
Sector Value Cash Equivalent 53.34% Government 26.38% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.36% Govt Stock 2031
Sovereign Bonds | -26% ₹5 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,400 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK2% ₹0 Cr 5,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 3,000 State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN1% ₹0 Cr 2,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK1% ₹0 Cr 1,600 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,707 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH1% ₹0 Cr 1,400 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322151% ₹0 Cr 1,200 Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 25 | 5327551% ₹0 Cr 1,000 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 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 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 Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (03 Aug 26) ₹292.233 ↑ 5.57 (1.94 %) Net Assets (Cr) ₹3,872 on 30 Jun 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.25 Information Ratio -0.17 Alpha Ratio 8.89 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Small Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,295 31 Jul 23 ₹13,174 31 Jul 24 ₹18,771 31 Jul 25 ₹18,953 31 Jul 26 ₹21,006 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 1.6% 3 Month 8.8% 6 Month 14% 1 Year 15.3% 3 Year 17.6% 5 Year 16.2% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.75 Yr. Shalav Saket 20 Mar 26 0.37 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 20.36% Industrials 20.15% Consumer Cyclical 19.97% Health Care 11.67% Basic Materials 7.92% Technology 4.48% Communication Services 4.08% Consumer Defensive 2.4% Real Estate 2.06% Utility 1.02% Asset Allocation
Asset Class Value Cash 5.09% Equity 94.11% Debt 0.79% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹202 Cr 264,884 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN4% ₹138 Cr 1,534,556 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹132 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹128 Cr 577,256 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹107 Cr 4,056,832
↑ 442,358 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹99 Cr 957,209 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹94 Cr 660,211
↑ 53,608 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹92 Cr 97,466
↓ -8,099 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5245582% ₹83 Cr 44,855 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹82 Cr 4,443,809 6. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (03 Aug 26) ₹93.4453 ↑ 1.58 (1.72 %) Net Assets (Cr) ₹6,991 on 30 Jun 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.01 Information Ratio -0.24 Alpha Ratio 3.38 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,589 31 Jul 23 ₹12,361 31 Jul 24 ₹17,072 31 Jul 25 ₹16,856 31 Jul 26 ₹18,332 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 4.3% 3 Month 11.9% 6 Month 7.8% 1 Year 11.7% 3 Year 15.3% 5 Year 12.8% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.6% 2023 21.1% 2022 26.8% 2021 -1.3% 2020 42.1% 2019 7.6% 2018 10.3% 2017 0.4% 2016 36.1% 2015 7.6% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure Madanagopal Ramu 16 Mar 26 0.38 Yr. Shalav Saket 31 Dec 25 0.58 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 27.75% Industrials 23.73% Consumer Cyclical 12.81% Technology 9.47% Consumer Defensive 6.76% Basic Materials 6.26% Communication Services 4.75% Real Estate 3.79% Health Care 2.54% Energy 2.04% Asset Allocation
Asset Class Value Cash 0.1% Equity 99.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 26 | RADICO5% ₹334 Cr 847,135 Oracle Financial Services Software Ltd (Technology)
Equity, Since 30 Apr 26 | OFSS4% ₹296 Cr 274,384
↑ 49,580 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹282 Cr 2,706,141 MTAR Technologies Ltd (Industrials)
Equity, Since 30 Apr 26 | MTARTECH4% ₹252 Cr 331,196
↑ 177,869 TD Power Systems Ltd (Industrials)
Equity, Since 30 Apr 26 | TDPOWERSYS3% ₹231 Cr 1,867,458
↑ 1,037,272 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 May 26 | CHOLAFIN3% ₹230 Cr 1,285,210 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Apr 26 | FIVESTAR3% ₹228 Cr 4,520,688 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 26 | INDIGO3% ₹224 Cr 417,063 National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Mar 26 | 5322343% ₹211 Cr 6,208,271 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL3% ₹210 Cr 7,945,379 7. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (03 Aug 26) ₹110.192 ↑ 2.29 (2.12 %) Net Assets (Cr) ₹1,681 on 30 Jun 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.07 Information Ratio 0.51 Alpha Ratio 3.51 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 21 ₹10,000 31 Jul 22 ₹10,547 31 Jul 23 ₹13,602 31 Jul 24 ₹17,418 31 Jul 25 ₹18,252 31 Jul 26 ₹19,142 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 0.1% 3 Month 5.9% 6 Month -0.6% 1 Year 8.9% 3 Year 13.8% 5 Year 14% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.9% 2023 7.1% 2022 31.1% 2021 16.8% 2020 15.3% 2019 2.7% 2018 26.4% 2017 -3.7% 2016 33.3% 2015 12.8% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 8.59 Yr. Shalav Saket 28 Feb 26 0.42 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 94.44% Technology 1.74% Asset Allocation
Asset Class Value Cash 2.81% Equity 96.17% Debt 1.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK15% ₹249 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹195 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹164 Cr 1,217,541 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹103 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹81 Cr 452,719
↑ 28,098 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹70 Cr 672,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹70 Cr 3,778,314 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹66 Cr 631,329 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹60 Cr 2,208,626 AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Dec 25 | AAVAS3% ₹56 Cr 371,206 8. 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 Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 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 9. Sundaram Banking & PSU Debt Fund
Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (03 Aug 26) ₹45.6374 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹280 on 30 Jun 26 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.41 Sharpe Ratio -0.16 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.47% Effective Maturity 2 Years 5 Months 16 Days Modified Duration 1 Year 11 Months 23 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,201 31 Jul 23 ₹10,845 31 Jul 24 ₹11,636 31 Jul 25 ₹12,670 31 Jul 26 ₹13,304 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 0.2% 3 Month 2.1% 6 Month 3% 1 Year 5% 3 Year 7.1% 5 Year 5.9% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 8% 2022 6.8% 2021 3% 2020 2.9% 2019 7.6% 2018 10.1% 2017 6.1% 2016 6.2% 2015 7.9% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Dwijendra Srivastava 31 Jul 10 16.01 Yr. Kumaresh Ramakrishnan 9 Jun 26 0.14 Yr. Sandeep Agarwal 16 May 22 4.21 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Cash 4.45% Debt 95.01% Other 0.53% Debt Sector Allocation
Sector Value Corporate 59.01% Government 36% Cash Equivalent 4.45% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Limited
Debentures | -10% ₹25 Cr 2,500 National Housing Bank
Debentures | -8% ₹20 Cr 2,000 Export Import Bank Of India
Debentures | -8% ₹20 Cr 2,000 Small Industries Development Bank Of India
Debentures | -8% ₹20 Cr 2,000 Indian Oil Corporation Limited
Debentures | -6% ₹15 Cr 150 Indian Railway Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹10 Cr 1,000 National Bank for Financing Infrastructure & Development 7.37%
Domestic Bonds | -4% ₹10 Cr 1,000 Power Finance Corporation Limited
Debentures | -4% ₹10 Cr 1,000 State Bank Of India
Debentures | -4% ₹10 Cr 10 10. Sundaram Corporate Bond Fund
Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (03 Aug 26) ₹42.4751 ↑ 0.03 (0.08 %) Net Assets (Cr) ₹628 on 30 Jun 26 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.54 Sharpe Ratio -0.28 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.56% Effective Maturity 2 Years 9 Months 25 Days Modified Duration 2 Years 29 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,257 31 Jul 23 ₹10,871 31 Jul 24 ₹11,654 31 Jul 25 ₹12,704 31 Jul 26 ₹13,299 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 0.2% 3 Month 2.2% 6 Month 2.9% 1 Year 4.7% 3 Year 7% 5 Year 5.9% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 8% 2022 6.3% 2021 3.7% 2020 3.5% 2019 11% 2018 11.3% 2017 4.8% 2016 5.4% 2015 11.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Kumaresh Ramakrishnan 9 Jun 26 0.14 Yr. Sandeep Agarwal 1 Jun 12 14.17 Yr. Data below for Sundaram Corporate Bond Fund as on 30 Jun 26
Asset Allocation
Asset Class Value Cash 14.15% Debt 85.35% Other 0.49% Debt Sector Allocation
Sector Value Corporate 61.14% Government 29.62% Cash Equivalent 8.75% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Railway Finance Corporation Limited
Debentures | -6% ₹40 Cr 4,000 LIC Housing Finance Ltd
Debentures | -5% ₹30 Cr 300 National Bank For Agriculture And Rural Development
Debentures | -5% ₹30 Cr 3,000 6.94% Govt Stock 2036
Sovereign Bonds | -4% ₹25 Cr 2,500,000
↓ -500,000 Small Industries Development Bank Of India
Debentures | -4% ₹25 Cr 2,500 Rec Limited
Debentures | -4% ₹25 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 LIC Housing Finance Ltd
Debentures | -4% ₹25 Cr 2,500 Embassy Office Parks Reit
Debentures | -4% ₹25 Cr 2,500 Rec Limited
Debentures | -4% ₹25 Cr 2,500
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Research Highlights for Sundaram Rural and Consumption Fund