बेस्ट सुंदरम एसआयपी म्युच्युअल फंड 2022

Updated on August 1, 2026 , 17587 views

SIP किंवा पद्धतशीरगुंतवणूक योजना ची एक पद्धत आहेम्युच्युअल फंडात गुंतवणूक छोट्या रकमेतून योजना. येथे, त्याऐवजीगुंतवणूक एका वेळी मोठ्या प्रमाणात पैसे, तुम्ही नियमितपणे, दर महिन्याला किंवा तिमाहीत गुंतवणूक करू शकता. दीर्घकालीन बचतीची सवय निर्माण करण्याचा हा एक उत्तम मार्ग आहे.

SIP सह तुम्ही तुमची दीर्घकालीन योजना करू शकताआर्थिक उद्दिष्टे जसेसेवानिवृत्ती, लग्न, घर/कार खरेदी इ. सुंदरम एसआयपी फंड्समध्ये, तुम्ही दीर्घ कालावधीसाठी INR 250 इतकी कमी रक्कम गुंतवू शकता आणि ही उद्दिष्टे साध्य करू शकता.

सुंदरम एसआयपीमध्ये गुंतवणूक का करावी?

काहीगुंतवणुकीचे फायदे SIP मध्ये आहेत:

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परवडणारे आणि सोयीचे

गुंतवणूकदार योजना करत आहेतSIP मध्ये गुंतवणूक करा, येथे काही सर्वोत्तम सुंदरम एसआयपी आहेतम्युच्युअल फंड 2022 साठी. हे फंड विविध पॅरामीटर्स जसे की AUM, मागील कामगिरी, समवयस्क सरासरी परतावा इ. हाती घेऊन शॉर्टलिस्ट केले गेले आहेत.

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इक्विटीजसाठी सुंदरम म्युच्युअल फंडांचे सर्वोत्तम एसआयपी फंड

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Mid Cap Fund Growth	₹1,529.41 ↑ 20.02	₹14,026	100	8	8	12.4	21.4	17.8	4.1
Sundaram Infrastructure Advantage Fund Growth	₹102.727 ↑ 0.98	₹1,000	100	0.4	6.3	9.2	18.2	16.6	4.1
Sundaram Small Cap Fund Growth	₹292.233 ↑ 5.57	₹3,872	100	8.8	14	15.3	17.6	16.2	0.4
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	100	-5	8.5	24.5	17	17.3
Sundaram Global Advantage Fund Growth	₹43.1607 ↑ 0.33	₹163	100	4	5.9	21.7	16.2	11.2	23.9
Sundaram Large and Mid Cap Fund Growth	₹93.4453 ↑ 1.58	₹6,991	100	11.9	7.8	11.7	15.3	12.8	3.6
Sundaram Financial Services Opportunities Fund Growth	₹110.192 ↑ 2.29	₹1,681	100	5.9	-0.6	8.9	13.8	14	16.9
Sundaram Rural and Consumption Fund Growth	₹96.748 ↑ 1.62	₹1,422	100	7.8	5.2	0.1	11.7	11.8	-0.1
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 8 Funds showcased

Commentary	Sundaram Mid Cap Fund	Sundaram Infrastructure Advantage Fund	Sundaram Small Cap Fund	Sundaram Select Focus Fund	Sundaram Global Advantage Fund	Sundaram Large and Mid Cap Fund	Sundaram Financial Services Opportunities Fund	Sundaram Rural and Consumption Fund
Point 1	Highest AUM (₹14,026 Cr).	Bottom quartile AUM (₹1,000 Cr).	Upper mid AUM (₹3,872 Cr).	Lower mid AUM (₹1,354 Cr).	Bottom quartile AUM (₹163 Cr).	Top quartile AUM (₹6,991 Cr).	Upper mid AUM (₹1,681 Cr).	Lower mid AUM (₹1,422 Cr).
Point 2	Oldest track record among peers (24 yrs).	Established history (20+ yrs).	Established history (21+ yrs).	Established history (24+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (20+ yrs).
Point 3	Rating: 4★ (top quartile).	Not Rated.	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 17.84% (top quartile).	5Y return: 16.60% (upper mid).	5Y return: 16.19% (upper mid).	5Y return: 17.29% (top quartile).	5Y return: 11.15% (bottom quartile).	5Y return: 12.82% (lower mid).	5Y return: 14.01% (lower mid).	5Y return: 11.84% (bottom quartile).
Point 6	3Y return: 21.41% (top quartile).	3Y return: 18.16% (top quartile).	3Y return: 17.61% (upper mid).	3Y return: 17.03% (upper mid).	3Y return: 16.16% (lower mid).	3Y return: 15.28% (lower mid).	3Y return: 13.80% (bottom quartile).	3Y return: 11.70% (bottom quartile).
Point 7	1Y return: 12.38% (upper mid).	1Y return: 9.16% (lower mid).	1Y return: 15.27% (upper mid).	1Y return: 24.49% (top quartile).	1Y return: 21.67% (top quartile).	1Y return: 11.72% (lower mid).	1Y return: 8.86% (bottom quartile).	1Y return: 0.14% (bottom quartile).
Point 8	Alpha: 0.71 (lower mid).	Alpha: 6.46 (top quartile).	Alpha: 8.89 (top quartile).	Alpha: -5.62 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.38 (upper mid).	Alpha: 3.51 (upper mid).	Alpha: -6.29 (bottom quartile).
Point 9	Sharpe: 0.06 (lower mid).	Sharpe: 0.17 (upper mid).	Sharpe: 0.25 (upper mid).	Sharpe: 1.85 (top quartile).	Sharpe: 0.92 (top quartile).	Sharpe: -0.01 (lower mid).	Sharpe: -0.07 (bottom quartile).	Sharpe: -0.67 (bottom quartile).
Point 10	Information ratio: 0.32 (top quartile).	Information ratio: 0.18 (upper mid).	Information ratio: -0.17 (lower mid).	Information ratio: -0.52 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.24 (lower mid).	Information ratio: 0.51 (top quartile).	Information ratio: -0.56 (bottom quartile).

Sundaram Mid Cap Fund

Highest AUM (₹14,026 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.84% (top quartile).
3Y return: 21.41% (top quartile).
1Y return: 12.38% (upper mid).
Alpha: 0.71 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.32 (top quartile).

Sundaram Infrastructure Advantage Fund

Bottom quartile AUM (₹1,000 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 16.60% (upper mid).
3Y return: 18.16% (top quartile).
1Y return: 9.16% (lower mid).
Alpha: 6.46 (top quartile).
Sharpe: 0.17 (upper mid).
Information ratio: 0.18 (upper mid).

Sundaram Small Cap Fund

Upper mid AUM (₹3,872 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.19% (upper mid).
3Y return: 17.61% (upper mid).
1Y return: 15.27% (upper mid).
Alpha: 8.89 (top quartile).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (lower mid).

Sundaram Select Focus Fund

Lower mid AUM (₹1,354 Cr).
Established history (24+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (top quartile).
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 Global Advantage Fund

Bottom quartile AUM (₹163 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 11.15% (bottom quartile).
3Y return: 16.16% (lower mid).
1Y return: 21.67% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.92 (top quartile).
Information ratio: 0.00 (upper mid).

Sundaram Large and Mid Cap Fund

Top quartile AUM (₹6,991 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.82% (lower mid).
3Y return: 15.28% (lower mid).
1Y return: 11.72% (lower mid).
Alpha: 3.38 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: -0.24 (lower mid).

Sundaram Financial Services Opportunities Fund

Upper mid AUM (₹1,681 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 14.01% (lower mid).
3Y return: 13.80% (bottom quartile).
1Y return: 8.86% (bottom quartile).
Alpha: 3.51 (upper mid).
Sharpe: -0.07 (bottom quartile).
Information ratio: 0.51 (top quartile).

Sundaram Rural and Consumption Fund

Lower mid AUM (₹1,422 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.84% (bottom quartile).
3Y return: 11.70% (bottom quartile).
1Y return: 0.14% (bottom quartile).
Alpha: -6.29 (bottom quartile).
Sharpe: -0.67 (bottom quartile).
Information ratio: -0.56 (bottom quartile).

*निधीची यादी यावर आधारितमालमत्ता >= 100 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.

1. 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 (₹14,026 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (top quartile).
Risk profile: Moderately High.
5Y return: 17.84% (top quartile).
3Y return: 21.41% (top quartile).
1Y return: 12.38% (upper mid).
Alpha: 0.71 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.32 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.0%).

Below is the key information for 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)

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

Sundaram Mid Cap 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 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 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
2025	4.1%
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%

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 \| 500480	3%	₹424 Cr	750,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹408 Cr	825,000 ↓ -75,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹369 Cr	11,700,000 ↑ 201,525
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹365 Cr	945,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹362 Cr	10,962,188 ↑ 562,500
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹344 Cr	1,714,153 ↑ 72,124
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jul 24 \| SUZLON	2%	₹340 Cr	57,725,000 ↑ 7,422,525
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹304 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹286 Cr	1,805,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹276 Cr	3,300,000

2. Sundaram Infrastructure Advantage Fund

To generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies engaged either directly or indirectly in infrastructure- and infrastructure related activities or expected to benefit from the growth and development of infrastructure

Research Highlights for Sundaram Infrastructure Advantage Fund

Bottom quartile AUM (₹1,000 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 16.60% (upper mid).
3Y return: 18.16% (top quartile).
1Y return: 9.16% (lower mid).
Alpha: 6.46 (top quartile).
Sharpe: 0.17 (upper mid).
Information ratio: 0.18 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~8.7%).

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund Growth
Launch Date	29 Sep 05
NAV (03 Aug 26)	₹102.727 ↑ 0.98 (0.96 %)
Net Assets (Cr)	₹1,000 on 30 Jun 26
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.37
Sharpe Ratio	0.17
Information Ratio	0.18
Alpha Ratio	6.46
Min Investment	100,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹10,621
31 Jul 23	₹13,604
31 Jul 24	₹21,225
31 Jul 25	₹20,407
31 Jul 26	₹21,860

Sundaram Infrastructure Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Sundaram Infrastructure Advantage Fund

Returns up to 1 year are on 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	0.4%
6 Month	6.3%
1 Year	9.2%
3 Year	18.2%
5 Year	16.6%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
2024	23.8%
2023	41.7%
2022	2.1%
2021	49.5%
2020	10.4%
2019	2.2%
2018	-21.9%
2017	55.5%
2016	-0.5%

Fund Manager information for Sundaram Infrastructure Advantage Fund

Name	Since	Tenure
Siddarth Mohta	21 Jan 26	0.53 Yr.
Shalav Saket	28 Feb 26	0.42 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	45.13%
Utility	11.66%
Communication Services	9.93%
Energy	9.64%
Consumer Cyclical	7.79%
Basic Materials	6.2%
Financial Services	4.05%
Health Care	1.82%
Real Estate	0.92%

Asset Allocation

Asset Class	Value
Cash	2.86%
Equity	97.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 09 \| LT	9%	₹87 Cr	210,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	8%	₹77 Cr	415,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	7%	₹66 Cr	510,000
NTPC Ltd (Utilities) Equity, Since 31 Jan 22 \| 532555	5%	₹48 Cr	1,340,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	3%	₹32 Cr	28,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 22 \| BEL	3%	₹28 Cr	675,000
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Dec 23 \| KIRLOSENG	3%	₹26 Cr	112,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹25 Cr	51,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jan 24 \| POWERINDIA	2%	₹24 Cr	7,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 22 \| 532898	2%	₹23 Cr	800,000

3. Sundaram Small Cap Fund

(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

Upper mid AUM (₹3,872 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.19% (upper mid).
3Y return: 17.61% (upper mid).
1Y return: 15.27% (upper mid).
Alpha: 8.89 (top quartile).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~5.2%).

Below is the key information for 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)

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

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Sundaram Small 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 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
2025	0.4%
2024	19.1%
2023	45.3%
2022	-2.1%
2021	60.3%
2020	26.2%
2019	-6.1%
2018	-29.2%
2017	55.6%
2016	-0.1%

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 \| MTARTECH	5%	₹202 Cr	264,884
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| RATEGAIN	4%	₹138 Cr	1,534,556
Aster DM Quality Care Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹132 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SJS	3%	₹128 Cr	577,256
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ETERNAL	3%	₹107 Cr	4,056,832 ↑ 442,358
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹99 Cr	957,209
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	2%	₹94 Cr	660,211 ↑ 53,608
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	2%	₹92 Cr	97,466 ↓ -8,099
Neuland Laboratories Ltd (Healthcare) Equity, Since 31 Dec 24 \| 524558	2%	₹83 Cr	44,855
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹82 Cr	4,443,809

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 (24+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (top quartile).
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)

Growth of 10,000 investment over the years.

Date	Value

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 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
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

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 Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Research Highlights for Sundaram Global Advantage Fund

Bottom quartile AUM (₹163 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 11.15% (bottom quartile).
3Y return: 16.16% (lower mid).
1Y return: 21.67% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.92 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Sundaram Global Brand Master (~97.5%).
Top-3 holdings concentration ~100.4%.

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund Growth
Launch Date	24 Aug 07
NAV (31 Jul 26)	₹43.1607 ↑ 0.33 (0.77 %)
Net Assets (Cr)	₹163 on 30 Jun 26
Category	Equity - Global
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆
Risk	High
Expense Ratio	1.07
Sharpe Ratio	0.92
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jul 21	₹10,000
31 Jul 22	₹8,835
31 Jul 23	₹10,824
31 Jul 24	₹11,987
31 Jul 25	₹13,946
31 Jul 26	₹16,839

Sundaram Global Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Sundaram Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

Duration	Returns
1 Month	3.8%
3 Month	4%
6 Month	5.9%
1 Year	21.7%
3 Year	16.2%
5 Year	11.2%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	23.9%
2024	13.1%
2023	30.1%
2022	-15.4%
2021	18.5%
2020	21.4%
2019	17.6%
2018	-8.1%
2017	19.8%
2016	12.8%

Fund Manager information for Sundaram Global Advantage Fund

Name	Since	Tenure
Shalav Saket	31 Dec 25	0.58 Yr.

Data below for Sundaram Global Advantage Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Technology	33.33%
Consumer Cyclical	17.76%
Financial Services	16.37%
Communication Services	13.63%
Consumer Defensive	10.45%
Industrials	5.99%

Asset Allocation

Asset Class	Value
Cash	2.47%
Equity	97.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sundaram Global Brand Master Investment Fund \| -	98%	₹159 Cr	9,147,276
Treps CBLO/Reverse Repo \| -	3%	₹4 Cr
Cash And Other Net Current Assets CBLO \| -	0%	₹0 Cr

6. Sundaram Large and Mid Cap Fund

(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

Top quartile AUM (₹6,991 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.82% (lower mid).
3Y return: 15.28% (lower mid).
1Y return: 11.72% (lower mid).
Alpha: 3.38 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: -0.24 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding Radico Khaitan Ltd (~4.8%).

Below is the key information for 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)

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

Sundaram Large and Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Sundaram Large and 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 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
2025	3.6%
2024	21.1%
2023	26.8%
2022	-1.3%
2021	42.1%
2020	7.6%
2019	10.3%
2018	0.4%
2017	36.1%
2016	7.6%

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 \| RADICO	5%	₹334 Cr	847,135
Oracle Financial Services Software Ltd (Technology) Equity, Since 30 Apr 26 \| OFSS	4%	₹296 Cr	274,384 ↑ 49,580
Shriram Finance Ltd (Financial Services) Equity, Since 31 Mar 26 \| SHRIRAMFIN	4%	₹282 Cr	2,706,141
MTAR Technologies Ltd (Industrials) Equity, Since 30 Apr 26 \| MTARTECH	4%	₹252 Cr	331,196 ↑ 177,869
TD Power Systems Ltd (Industrials) Equity, Since 30 Apr 26 \| TDPOWERSYS	3%	₹231 Cr	1,867,458 ↑ 1,037,272
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 May 26 \| CHOLAFIN	3%	₹230 Cr	1,285,210
Five-Star Business Finance Ltd (Financial Services) Equity, Since 30 Apr 26 \| FIVESTAR	3%	₹228 Cr	4,520,688
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 26 \| INDIGO	3%	₹224 Cr	417,063
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Mar 26 \| 532234	3%	₹211 Cr	6,208,271
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	3%	₹210 Cr	7,945,379

7. 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 (₹1,681 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 14.01% (lower mid).
3Y return: 13.80% (bottom quartile).
1Y return: 8.86% (bottom quartile).
Alpha: 3.51 (upper mid).
Sharpe: -0.07 (bottom quartile).
Information ratio: 0.51 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~14.8%).
Top-3 holdings concentration ~36.1%.

Below is the key information for 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)

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

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 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
2025	16.9%
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%

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 \| HDFCBANK	15%	₹249 Cr	3,114,256
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	12%	₹195 Cr	1,416,021
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	10%	₹164 Cr	1,217,541
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	6%	₹103 Cr	1,003,469
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	5%	₹81 Cr	452,719 ↑ 28,098
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	4%	₹70 Cr	672,583
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	4%	₹70 Cr	3,778,314
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	4%	₹66 Cr	631,329
Bank of Baroda (Financial Services) Equity, Since 29 Feb 24 \| 532134	4%	₹60 Cr	2,208,626
AAVAS Financiers Ltd (Financial Services) Equity, Since 31 Dec 25 \| AAVAS	3%	₹56 Cr	371,206

8. 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

Lower mid AUM (₹1,422 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.84% (bottom quartile).
3Y return: 11.70% (bottom quartile).
1Y return: 0.14% (bottom quartile).
Alpha: -6.29 (bottom quartile).
Sharpe: -0.67 (bottom quartile).
Information ratio: -0.56 (bottom quartile).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Bharti Airtel Ltd (~8.6%).

Below is the key information for 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)

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

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 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
2025	-0.1%
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%

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 \| BHARTIARTL	9%	₹123 Cr	662,373
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| ETERNAL	8%	₹113 Cr	4,263,545
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	7%	₹103 Cr	336,803 ↓ -43,526
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	7%	₹94 Cr	212,692
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	6%	₹80 Cr	2,789,487 ↓ -943,699
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jul 22 \| APOLLOHOSP	5%	₹74 Cr	85,724
Nestle India Ltd (Consumer Defensive) Equity, Since 30 Jun 16 \| NESTLEIND	4%	₹61 Cr	431,406
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 25 \| INDIGO	4%	₹53 Cr	97,824 ↑ 8,421
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SJS	4%	₹52 Cr	235,207
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| 532343	3%	₹48 Cr	138,262 ↑ 21,106

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.