2022 साठी 10 सर्वोत्कृष्ट सुंदरम म्युच्युअल फंड योजना

Updated on September 21, 2025 , 6531 views

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	₹100.605 ↓ -0.71	₹1,599	5,000	100	4.3	12.5	-6.3	15.7	20.4	12.7	20.1
Sundaram Debt Oriented Hybrid Fund Growth	₹29.5047 ↑ 0.00	₹21	5,000	250	-0.2	2.4	1.7	7.4	8.5	7.2	8
Sundaram Mid Cap Fund Growth	₹1,400.52 ↓ -5.49	₹12,501	5,000	100	3.4	13.7	-2.7	23.1	27	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 Banking & PSU Debt Fund Growth	₹43.6552 ↑ 0.02	₹471	100,000	250	1.2	4.2	7.8	7.6	5.6	7.4	8
Sundaram Corporate Bond Fund Growth	₹40.737 ↑ 0.02	₹806	5,000	250	1.2	4.3	7.8	7.3	6	7	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 Financial Services Opportunities Fund Growth	₹101.392 ↑ 0.24	₹1,460	100,000	100	-2.8	7.7	-2.3	18	23.6	14.3	7.1
Sundaram Diversified Equity Fund Growth	₹222.193 ↓ -0.43	₹1,461	500	250	1.8	9.3	-2.7	13.4	19.3	15.8	12
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 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 Banking & PSU Debt Fund	Sundaram Corporate Bond Fund	Sundaram Short Term Credit Risk Fund	Sundaram Money Fund	Sundaram Financial Services Opportunities Fund	Sundaram Diversified Equity Fund
Point 1	Upper mid AUM (₹1,599 Cr).	Bottom quartile AUM (₹21 Cr).	Highest AUM (₹12,501 Cr).	Lower mid AUM (₹1,354 Cr).	Bottom quartile AUM (₹471 Cr).	Lower mid AUM (₹806 Cr).	Bottom quartile AUM (₹116 Cr).	Top quartile AUM (₹3,144 Cr).	Upper mid AUM (₹1,460 Cr).	Upper mid AUM (₹1,461 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).	Established history (17+ yrs).	Oldest track record among peers (25 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: High.	Risk profile: Moderately High.
Point 5	5Y return: 20.43% (upper mid).	5Y return: 8.50% (lower mid).	5Y return: 27.03% (top quartile).	5Y return: 17.29% (upper mid).	1Y return: 7.85% (top quartile).	1Y return: 7.83% (upper mid).	1Y return: 5.25% (upper mid).	1Y return: 3.29% (upper mid).	5Y return: 23.64% (top quartile).	5Y return: 19.32% (upper mid).
Point 6	3Y return: 15.75% (upper mid).	3Y return: 7.38% (lower mid).	3Y return: 23.05% (top quartile).	3Y return: 17.03% (upper mid).	1M return: 0.55% (upper mid).	1M return: 0.58% (upper mid).	1M return: 0.24% (bottom quartile).	1M return: 0.29% (lower mid).	3Y return: 17.95% (top quartile).	3Y return: 13.38% (upper mid).
Point 7	1Y return: -6.34% (bottom quartile).	1Y return: 1.70% (lower mid).	1Y return: -2.71% (bottom quartile).	1Y return: 24.49% (top quartile).	Sharpe: 0.95 (upper mid).	Sharpe: 0.90 (upper mid).	Sharpe: 1.15 (top quartile).	Sharpe: -3.87 (bottom quartile).	1Y return: -2.32% (lower mid).	1Y return: -2.74% (bottom quartile).
Point 8	Alpha: -2.82 (bottom quartile).	1M return: 0.51% (lower mid).	Alpha: 2.99 (top quartile).	Alpha: -5.62 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Alpha: -11.54 (bottom quartile).	Alpha: 1.24 (top quartile).
Point 9	Sharpe: -0.36 (lower mid).	Alpha: -2.80 (lower mid).	Sharpe: -0.33 (upper mid).	Sharpe: 1.85 (top quartile).	Yield to maturity (debt): 6.68% (top quartile).	Yield to maturity (debt): 6.80% (top quartile).	Yield to maturity (debt): 3.60% (upper mid).	Yield to maturity (debt): 3.50% (upper mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.52 (lower mid).
Point 10	Information ratio: -0.05 (lower mid).	Sharpe: -0.88 (bottom quartile).	Information ratio: 0.22 (top quartile).	Information ratio: -0.52 (bottom quartile).	Modified duration: 2.89 yrs (bottom quartile).	Modified duration: 3.14 yrs (bottom quartile).	Modified duration: 0.94 yrs (lower mid).	Modified duration: 0.09 yrs (lower mid).	Information ratio: 0.50 (top quartile).	Information ratio: -0.68 (bottom quartile).

Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,599 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.43% (upper mid).
3Y return: 15.75% (upper mid).
1Y return: -6.34% (bottom quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: -0.36 (lower mid).
Information ratio: -0.05 (lower mid).

Sundaram Debt Oriented Hybrid Fund

Bottom quartile AUM (₹21 Cr).
Established history (15+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 8.50% (lower mid).
3Y return: 7.38% (lower mid).
1Y return: 1.70% (lower mid).
1M return: 0.51% (lower mid).
Alpha: -2.80 (lower mid).
Sharpe: -0.88 (bottom quartile).

Sundaram Mid Cap Fund

Highest AUM (₹12,501 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.03% (top quartile).
3Y return: 23.05% (top quartile).
1Y return: -2.71% (bottom quartile).
Alpha: 2.99 (top quartile).
Sharpe: -0.33 (upper mid).
Information ratio: 0.22 (top quartile).

Sundaram Select Focus Fund

Lower mid AUM (₹1,354 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (upper mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

Sundaram Banking & PSU Debt Fund

Bottom quartile AUM (₹471 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.85% (top quartile).
1M return: 0.55% (upper mid).
Sharpe: 0.95 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.68% (top quartile).
Modified duration: 2.89 yrs (bottom quartile).

Sundaram Corporate Bond Fund

Lower mid AUM (₹806 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.83% (upper mid).
1M return: 0.58% (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.80% (top quartile).
Modified duration: 3.14 yrs (bottom quartile).

Sundaram Short Term Credit Risk Fund

Bottom quartile AUM (₹116 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 5.25% (upper mid).
1M return: 0.24% (bottom quartile).
Sharpe: 1.15 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 3.60% (upper mid).
Modified duration: 0.94 yrs (lower mid).

Sundaram Money Fund

Top quartile AUM (₹3,144 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 3.29% (upper mid).
1M return: 0.29% (lower mid).
Sharpe: -3.87 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 3.50% (upper mid).
Modified duration: 0.09 yrs (lower mid).

Sundaram Financial Services Opportunities Fund

Upper mid AUM (₹1,460 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 23.64% (top quartile).
3Y return: 17.95% (top quartile).
1Y return: -2.32% (lower mid).
Alpha: -11.54 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: 0.50 (top quartile).

Sundaram Diversified Equity Fund

Upper mid AUM (₹1,461 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.32% (upper mid).
3Y return: 13.38% (upper mid).
1Y return: -2.74% (bottom quartile).
Alpha: 1.24 (top quartile).
Sharpe: -0.52 (lower mid).
Information ratio: -0.68 (bottom quartile).

1. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

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

Research Highlights for Sundaram Rural and Consumption Fund

Upper mid AUM (₹1,599 Cr).
Established history (19+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.43% (upper mid).
3Y return: 15.75% (upper mid).
1Y return: -6.34% (bottom quartile).
Alpha: -2.82 (bottom quartile).
Sharpe: -0.36 (lower mid).
Information ratio: -0.05 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Bharti Airtel Ltd (~9.6%).

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (23 Sep 25)	₹100.605 ↓ -0.71 (-0.70 %)
Net Assets (Cr)	₹1,599 on 31 Aug 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.36
Information Ratio	-0.05
Alpha Ratio	-2.82
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
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

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	1.2%
3 Month	4.3%
6 Month	12.5%
1 Year	-6.3%
3 Year	15.7%
5 Year	20.4%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.1%
2023	30.2%
2022	9.3%
2021	19.3%
2020	13.5%
2019	2.7%
2018	-7.8%
2017	38.7%
2016	21.1%
2015	6.3%

Fund Manager information for Sundaram Rural and Consumption Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.67 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	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 \| BHARTIARTL	10%	₹151 Cr	789,519
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	8%	₹127 Cr	3,085,016 ↑ 93,765
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	8%	₹125 Cr	390,720
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	7%	₹111 Cr	440,212
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	6%	₹89 Cr	2,892,836 ↓ -108,126
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	5%	₹71 Cr	212,692
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	4%	₹64 Cr	50,511 ↓ -8,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jul 22 \| APOLLOHOSP	4%	₹59 Cr	79,027
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹50 Cr	837,090
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Sep 23 \| BAJAJHLDNG	3%	₹48 Cr	34,697

2. Sundaram Debt Oriented Hybrid Fund

(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

Bottom quartile AUM (₹21 Cr).
Established history (15+ yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 8.50% (lower mid).
3Y return: 7.38% (lower mid).
1Y return: 1.70% (lower mid).
1M return: 0.51% (lower mid).
Alpha: -2.80 (lower mid).
Sharpe: -0.88 (bottom quartile).
Information ratio: -1.44 (bottom quartile).
Top sector: Financial Services.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Conservative stance with elevated cash (~45%).
High-quality debt (AAA/AA ~100%).
Largest holding 6.68% Government Of India (~18.6%).

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund Growth
Launch Date	8 Mar 10
NAV (23 Sep 25)	₹29.5047 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹21 on 31 Aug 25
Category	Hybrid - Hybrid Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	-0.88
Information Ratio	-1.44
Alpha Ratio	-2.8
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

Sundaram Debt Oriented Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Sundaram Debt Oriented Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	0.5%
3 Month	-0.2%
6 Month	2.4%
1 Year	1.7%
3 Year	7.4%
5 Year	8.5%
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 Aug 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 \| HDFCBANK	3%	₹1 Cr	3,325 ↓ -175
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| ICICIBANK	3%	₹1 Cr	3,800 ↓ -200
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 18 \| RELIANCE	2%	₹0 Cr	3,300 ↓ -100
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	2%	₹0 Cr	2,400
POWERGRID Infrastructure Investment Trust Units (Utilities) Equity, Since 15 Mar 24 \| 543290	1%	₹0 Cr	30,000
Infosys Ltd (Technology) Equity, Since 29 Feb 20 \| INFY	1%	₹0 Cr	1,750
State Bank of India (Financial Services) Equity, Since 30 Jun 21 \| SBIN	1%	₹0 Cr	2,600

3. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

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

Research Highlights for Sundaram Mid Cap Fund

Highest AUM (₹12,501 Cr).
Established history (23+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.03% (top quartile).
3Y return: 23.05% (top quartile).
1Y return: -2.71% (bottom quartile).
Alpha: 2.99 (top quartile).
Sharpe: -0.33 (upper mid).
Information ratio: 0.22 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Coromandel International Ltd (~3.7%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (23 Sep 25)	₹1,400.52 ↓ -5.49 (-0.39 %)
Net Assets (Cr)	₹12,501 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.33
Information Ratio	0.22
Alpha Ratio	2.99
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
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

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	0.5%
3 Month	3.4%
6 Month	13.7%
1 Year	-2.7%
3 Year	23.1%
5 Year	27%
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 Aug 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 \| 506395	4%	₹461 Cr	1,712,601
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹459 Cr	1,290,127
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹358 Cr	6,016,821
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| 532843	3%	₹333 Cr	3,879,249
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹322 Cr	1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	2%	₹307 Cr	11,920,703 ↑ 359,991
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| 500257	2%	₹299 Cr	1,549,486 ↑ 38,535
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹257 Cr	6,144,382
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	2%	₹255 Cr	382,553 ↓ -2,232
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 22 \| PERSISTENT	2%	₹250 Cr	484,892

4. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Research Highlights for Sundaram Select Focus Fund

Lower mid AUM (₹1,354 Cr).
Established history (23+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (upper mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

Below is the key information for 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

Sundaram Select Focus Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 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 Banking & PSU Debt Fund

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

Bottom quartile AUM (₹471 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately Low.
1Y return: 7.85% (top quartile).
1M return: 0.55% (upper mid).
Sharpe: 0.95 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.68% (top quartile).
Modified duration: 2.89 yrs (bottom quartile).
Average maturity: 3.93 yrs (bottom quartile).
Exit load: NIL.
Top bond sector: Corporate.
Debt-heavy allocation (~89%).
High-quality debt (AAA/AA ~100%).
Largest holding 6.79% Govt Stock 2034 (~6.5%).

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund Growth
Launch Date	30 Dec 04
NAV (23 Sep 25)	₹43.6552 ↑ 0.02 (0.04 %)
Net Assets (Cr)	₹471 on 31 Aug 25
Category	Debt - Banking & PSU Debt
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.41
Sharpe Ratio	0.95
Information Ratio	0
Alpha Ratio	0
Min Investment	100,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.68%
Effective Maturity	3 Years 11 Months 5 Days
Modified Duration	2 Years 10 Months 20 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

Sundaram Banking & PSU Debt Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	0.6%
3 Month	1.2%
6 Month	4.2%
1 Year	7.8%
3 Year	7.6%
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	15.11 Yr.
Sandeep Agarwal	16 May 22	3.3 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 31 Aug 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

6. Sundaram Corporate Bond Fund

(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

Lower mid AUM (₹806 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 7.83% (upper mid).
1M return: 0.58% (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 6.80% (top quartile).
Modified duration: 3.14 yrs (bottom quartile).
Average maturity: 4.47 yrs (bottom quartile).
Exit load: NIL.
Higher exposure to Corporate (bond sector) vs peer median.
Debt-heavy allocation (~91%).
High-quality debt (AAA/AA ~100%).
Largest holding Small Industries Development Bank Of India (~6.4%).

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund Growth
Launch Date	30 Dec 04
NAV (23 Sep 25)	₹40.737 ↑ 0.02 (0.05 %)
Net Assets (Cr)	₹806 on 31 Aug 25
Category	Debt - Corporate Bond
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0.54
Sharpe Ratio	0.9
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	250
Exit Load	NIL
Yield to Maturity	6.8%
Effective Maturity	4 Years 5 Months 19 Days
Modified Duration	3 Years 1 Month 20 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

Sundaram Corporate Bond Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132 Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	0.6%
3 Month	1.2%
6 Month	4.3%
1 Year	7.8%
3 Year	7.3%
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	15.1 Yr.
Sandeep Agarwal	1 Jun 12	13.26 Yr.

Data below for Sundaram Corporate Bond Fund as on 31 Aug 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

7. Sundaram Short Term Credit Risk Fund

(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

Bottom quartile AUM (₹116 Cr).
Established history (23+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately Low.
1Y return: 5.25% (upper mid).
1M return: 0.24% (bottom quartile).
Sharpe: 1.15 (top quartile).
Information ratio: 0.00 (upper mid).
Yield to maturity (debt): 3.60% (upper mid).
Modified duration: 0.94 yrs (lower mid).
Average maturity: 1.21 yrs (lower mid).
Exit load: NIL.

Below is the key information for 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

Sundaram Short Term Credit Risk Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330 Invest Now

Returns for Sundaram Short Term Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 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

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

Top quartile AUM (₹3,144 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Low.
1Y return: 3.29% (upper mid).
1M return: 0.29% (lower mid).
Sharpe: -3.87 (bottom quartile).
Information ratio: 0.00 (lower mid).
Yield to maturity (debt): 3.50% (upper mid).
Modified duration: 0.09 yrs (lower mid).
Average maturity: 0.09 yrs (lower mid).
Exit load: NIL.

Below is the key information for 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

Sundaram Money Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Sundaram Money Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 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 Financial Services Opportunities Fund

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

Research Highlights for Sundaram Financial Services Opportunities Fund

Upper mid AUM (₹1,460 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 23.64% (top quartile).
3Y return: 17.95% (top quartile).
1Y return: -2.32% (lower mid).
Alpha: -11.54 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: 0.50 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~19.9%).
Top-3 holdings concentration ~41.6%.

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Growth
Launch Date	10 Jun 08
NAV (23 Sep 25)	₹101.392 ↑ 0.24 (0.24 %)
Net Assets (Cr)	₹1,460 on 31 Aug 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.12
Sharpe Ratio	-0.55
Information Ratio	0.5
Alpha Ratio	-11.54
Min Investment	100,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
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

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	0.9%
3 Month	-2.8%
6 Month	7.7%
1 Year	-2.3%
3 Year	18%
5 Year	23.6%
10 Year
15 Year
Since launch	14.3%

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 Aug 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 \| HDFCBANK	20%	₹308 Cr	1,525,703
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	13%	₹198 Cr	1,339,673
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	9%	₹138 Cr	1,293,320 ↑ 33,871
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	5%	₹80 Cr	1,003,469
CSB Bank Ltd Ordinary Shares (Financial Services) Equity, Since 30 Jun 20 \| CSBBANK	4%	₹69 Cr	1,644,042
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	4%	₹68 Cr	1,085,825
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	4%	₹67 Cr	682,976
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	4%	₹67 Cr	341,499
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	3%	₹54 Cr	4,003,245 ↑ 112,048
Bank of Baroda (Financial Services) Equity, Since 29 Feb 24 \| 532134	3%	₹53 Cr	2,208,626

10. Sundaram Diversified Equity Fund

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

Research Highlights for Sundaram Diversified Equity Fund

Upper mid AUM (₹1,461 Cr).
Oldest track record among peers (25 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.32% (upper mid).
3Y return: 13.38% (upper mid).
1Y return: -2.74% (bottom quartile).
Alpha: 1.24 (top quartile).
Sharpe: -0.52 (lower mid).
Information ratio: -0.68 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~86%).
Largest holding HDFC Bank Ltd (~9.8%).

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund Growth
Launch Date	22 Nov 99
NAV (23 Sep 25)	₹222.193 ↓ -0.43 (-0.19 %)
Net Assets (Cr)	₹1,461 on 31 Aug 25
Category	Equity - ELSS
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.18
Sharpe Ratio	-0.52
Information Ratio	-0.68
Alpha Ratio	1.24
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

Sundaram Diversified Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Sep 25

Duration	Returns
1 Month	-0.2%
3 Month	1.8%
6 Month	9.3%
1 Year	-2.7%
3 Year	13.4%
5 Year	19.3%
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 Aug 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 \| HDFCBANK	10%	₹146 Cr	724,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| ICICIBANK	9%	₹131 Cr	883,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 12 \| RELIANCE	5%	₹70 Cr	504,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	4%	₹54 Cr	505,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 18 \| LT	3%	₹50 Cr	138,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹49 Cr	256,000
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	3%	₹47 Cr	595,000
Infosys Ltd (Technology) Equity, Since 30 Nov 16 \| INFY	3%	₹46 Cr	306,000
ITC Ltd (Consumer Defensive) Equity, Since 28 Feb 23 \| ITC	3%	₹43 Cr	1,046,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Apr 19 \| 532538	3%	₹39 Cr	32,000

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