+91-22-48913909ఉత్తమ సుందరం SIP మ్యూచువల్ ఫండ్లు 2022
SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక యొక్క పద్ధతిమ్యూచువల్ ఫండ్లో పెట్టుబడి పెట్టడం చిన్న మొత్తాల ద్వారా పథకాలు. ఇక్కడ, బదులుగాపెట్టుబడి పెడుతున్నారు ఒక సమయంలో ఎక్కువ మొత్తంలో డబ్బు, మీరు ప్రతి నెల లేదా త్రైమాసికంలో క్రమం తప్పకుండా పెట్టుబడి పెట్టవచ్చు. దీర్ఘకాలిక పొదుపు అలవాటును పెంపొందించుకోవడానికి ఇది గొప్ప మార్గం.
SIPతో మీరు మీ దీర్ఘకాలిక ప్రణాళిక చేసుకోవచ్చుఆర్థిక లక్ష్యాలు ఇష్టంపదవీ విరమణ, వివాహం, ఇల్లు/కారు కొనుగోలు మొదలైనవి. సుందరం SIP ఫండ్స్లో, మీరు ఎక్కువ కాలం పాటు INR 250 కంటే తక్కువ మొత్తంలో పెట్టుబడి పెట్టవచ్చు మరియు ఈ లక్ష్యాలను చేరుకోవచ్చు.
సుందరం SIPలో ఎందుకు పెట్టుబడి పెట్టాలి?
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు SIPలో ఇవి ఉన్నాయి:
- రూపాయి ఖర్చు సగటు
- సమ్మేళనం యొక్క శక్తి
- దీర్ఘకాలిక పొదుపు అలవాటు
- సమయం అవసరం లేదుసంత
- సరసమైన & సౌకర్యవంతమైన
పెట్టుబడిదారులు ప్లాన్ చేస్తున్నారుSIPలో పెట్టుబడి పెట్టండి, ఇక్కడ కొన్ని ఉత్తమ సుందరం SIP ఉన్నాయిమ్యూచువల్ ఫండ్స్ 2022 కోసం. ఈ ఫండ్లు AUM, గత ప్రదర్శనలు, పీర్ యావరేజ్ రిటర్న్లు మొదలైన వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్లిస్ట్ చేయబడ్డాయి.
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ఈక్విటీల కోసం సుందరం మ్యూచువల్ ఫండ్స్ ద్వారా ఉత్తమ SIP ఫండ్లు
(Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Infrastructure Advantage 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 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 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 Below is the key information for Sundaram Global Advantage 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 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 Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Mid Cap Fund Growth ₹1,445.54
↑ 6.50 ₹13,293 100 0.4 4.4 22.9 25.5 20.1 4.1 Sundaram Infrastructure Advantage Fund Growth ₹100.205
↑ 0.49 ₹947 100 2.2 6.2 25.7 23.6 20.4 4.1 Sundaram Financial Services Opportunities Fund Growth ₹112.988
↑ 0.54 ₹1,661 100 3.6 11.7 25.4 20.6 14.8 16.9 Sundaram Small Cap Fund Growth ₹259.069
↓ -0.24 ₹3,401 100 -2.3 2 20.8 20.5 20.2 0.4 Sundaram Large and Mid Cap Fund Growth ₹88.6142
↑ 0.26 ₹6,987 100 0.4 4.4 17.4 17.7 14.8 3.6 Sundaram Global Advantage Fund Growth ₹39.4181
↑ 0.04 ₹156 100 1.3 8.9 13.4 17.3 12 23.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Rural and Consumption Fund Growth ₹93.9159
↑ 0.33 ₹1,584 100 -6.5 -4.8 5.2 15.5 13.4 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Financial Services Opportunities Fund Sundaram Small Cap Fund Sundaram Large and Mid Cap Fund Sundaram Global Advantage Fund Sundaram Select Focus Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹13,293 Cr). Bottom quartile AUM (₹947 Cr). Upper mid AUM (₹1,661 Cr). Upper mid AUM (₹3,401 Cr). Top quartile AUM (₹6,987 Cr). Bottom quartile AUM (₹156 Cr). Lower mid AUM (₹1,354 Cr). Lower mid AUM (₹1,584 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (19+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.06% (upper mid). 5Y return: 20.41% (top quartile). 5Y return: 14.76% (lower mid). 5Y return: 20.17% (top quartile). 5Y return: 14.79% (lower mid). 5Y return: 12.03% (bottom quartile). 5Y return: 17.29% (upper mid). 5Y return: 13.43% (bottom quartile). Point 6 3Y return: 25.51% (top quartile). 3Y return: 23.62% (top quartile). 3Y return: 20.61% (upper mid). 3Y return: 20.53% (upper mid). 3Y return: 17.66% (lower mid). 3Y return: 17.34% (lower mid). 3Y return: 17.03% (bottom quartile). 3Y return: 15.51% (bottom quartile). Point 7 1Y return: 22.89% (upper mid). 1Y return: 25.74% (top quartile). 1Y return: 25.37% (top quartile). 1Y return: 20.77% (lower mid). 1Y return: 17.43% (lower mid). 1Y return: 13.42% (bottom quartile). 1Y return: 24.49% (upper mid). 1Y return: 5.17% (bottom quartile). Point 8 Alpha: -1.77 (upper mid). Alpha: -9.98 (bottom quartile). Alpha: -2.54 (upper mid). Alpha: 3.98 (top quartile). Alpha: -4.36 (lower mid). Alpha: 0.00 (top quartile). Alpha: -5.62 (lower mid). Alpha: -8.82 (bottom quartile). Point 9 Sharpe: -0.01 (lower mid). Sharpe: 0.00 (upper mid). Sharpe: 0.73 (upper mid). Sharpe: -0.16 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: 1.26 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.38 (bottom quartile). Point 10 Information ratio: 0.13 (top quartile). Information ratio: -0.15 (upper mid). Information ratio: 0.60 (top quartile). Information ratio: -0.20 (lower mid). Information ratio: -0.78 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.52 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Financial Services Opportunities Fund
Sundaram Small Cap Fund
Sundaram Large and Mid Cap Fund
Sundaram Global Advantage Fund
Sundaram Select Focus Fund
Sundaram Rural and Consumption Fund
ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Feb 26) ₹1,445.54 ↑ 6.50 (0.45 %) Net Assets (Cr) ₹13,293 on 31 Dec 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.01 Information Ratio 0.13 Alpha Ratio -1.77 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 Jan 21 ₹10,000 31 Jan 22 ₹13,529 31 Jan 23 ₹13,961 31 Jan 24 ₹20,735 31 Jan 25 ₹24,515 31 Jan 26 ₹26,871 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 2.9% 3 Month 0.4% 6 Month 4.4% 1 Year 22.9% 3 Year 25.5% 5 Year 20.1% 10 Year 15 Year Since launch 23.5% 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 4.94 Yr. Ratish Varier 24 Feb 21 4.94 Yr. Data below for Sundaram Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 22.57% Consumer Cyclical 15.22% Industrials 15.04% Health Care 9.97% Basic Materials 9.96% Technology 6.31% Consumer Defensive 6.15% Real Estate 3.7% Utility 2.69% Communication Services 2.55% Energy 2.07% Asset Allocation
Asset Class Value Cash 3.76% Equity 96.23% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹460 Cr 1,119,311
↓ -37,710 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹432 Cr 11,511,504
↓ -32,528 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹385 Cr 1,191,355
↑ 32,779 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹366 Cr 1,601,739
↓ -128,283 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹317 Cr 37,978,844 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹305 Cr 10,582,426
↓ -1,283,544 Jindal Steel Ltd (Basic Materials)
Equity, Since 30 Nov 20 | JINDALSTEL2% ₹269 Cr 2,380,218 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹267 Cr 6,264,200
↑ 119,818 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹264 Cr 945,165 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹261 Cr 2,859,289
↓ -150,834 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (18 Feb 26) ₹100.205 ↑ 0.49 (0.50 %) Net Assets (Cr) ₹947 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0 Information Ratio -0.15 Alpha Ratio -9.98 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 Jan 21 ₹10,000 31 Jan 22 ₹15,182 31 Jan 23 ₹15,190 31 Jan 24 ₹22,755 31 Jan 25 ₹25,279 31 Jan 26 ₹27,393 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 6.7% 3 Month 2.2% 6 Month 6.2% 1 Year 25.7% 3 Year 23.6% 5 Year 20.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 23.8% 2022 41.7% 2021 2.1% 2020 49.5% 2019 10.4% 2018 2.2% 2017 -21.9% 2016 55.5% 2015 -0.5% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Siddarth Mohta 21 Jan 26 0.03 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 38.75% Utility 12.06% Energy 11.66% Communication Services 11.58% Consumer Cyclical 6.98% Basic Materials 6.67% Financial Services 4.49% Real Estate 2.04% Health Care 0.95% Technology 0.46% Asset Allocation
Asset Class Value Cash 4.34% Equity 95.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹83 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹82 Cr 415,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹71 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹48 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹36 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹30 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹22 Cr 200,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹21 Cr 575,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹21 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000 3. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (18 Feb 26) ₹112.988 ↑ 0.54 (0.48 %) Net Assets (Cr) ₹1,661 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 0.73 Information Ratio 0.6 Alpha Ratio -2.54 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 Jan 21 ₹10,000 31 Jan 22 ₹12,383 31 Jan 23 ₹13,241 31 Jan 24 ₹18,148 31 Jan 25 ₹19,256 31 Jan 26 ₹22,940 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.1% 3 Month 3.6% 6 Month 11.7% 1 Year 25.4% 3 Year 20.6% 5 Year 14.8% 10 Year 15 Year Since launch 14.7% 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 8.1 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 94.32% Technology 1.54% Asset Allocation
Asset Class Value Cash 4.06% Equity 95.86% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK17% ₹289 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK11% ₹192 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK10% ₹167 Cr 1,217,541
↓ -54,991 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN6% ₹108 Cr 1,003,469 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK5% ₹81 Cr 4,033,626
↓ -210,006 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹78 Cr 768,924 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV5% ₹78 Cr 397,562 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | BANKBARODA4% ₹66 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹55 Cr 665,351 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK3% ₹53 Cr 1,199,385
↓ -406,841 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (18 Feb 26) ₹259.069 ↓ -0.24 (-0.09 %) Net Assets (Cr) ₹3,401 on 31 Dec 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.16 Information Ratio -0.2 Alpha Ratio 3.98 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 Jan 21 ₹10,000 31 Jan 22 ₹15,992 31 Jan 23 ₹15,834 31 Jan 24 ₹23,726 31 Jan 25 ₹25,636 31 Jan 26 ₹26,720 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.7% 3 Month -2.3% 6 Month 2% 1 Year 20.8% 3 Year 20.5% 5 Year 20.2% 10 Year 15 Year Since launch 16.8% 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 3.25 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.15% Financial Services 20.16% Industrials 18.8% Health Care 10.95% Basic Materials 9.04% Communication Services 4.99% Technology 4.36% Consumer Defensive 2.51% Real Estate 2.14% Utility 1.15% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.56% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹126 Cr 430,300 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹97 Cr 132,088
↓ -8,733 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹96 Cr 577,256 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹93 Cr 1,681,362 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹91 Cr 987,211
↑ 53,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹89 Cr 4,443,809
↓ -159,721 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹88 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹88 Cr 1,434,521 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹88 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680
↑ 39,072 5. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (18 Feb 26) ₹88.6142 ↑ 0.26 (0.30 %) Net Assets (Cr) ₹6,987 on 31 Dec 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.07 Information Ratio -0.78 Alpha Ratio -4.36 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 Jan 21 ₹10,000 31 Jan 22 ₹14,019 31 Jan 23 ₹13,702 31 Jan 24 ₹17,924 31 Jan 25 ₹20,263 31 Jan 26 ₹21,682 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 2.2% 3 Month 0.4% 6 Month 4.4% 1 Year 17.4% 3 Year 17.7% 5 Year 14.8% 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 S. Bharath 1 Jul 24 1.59 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 30.84% Consumer Cyclical 13.76% Industrials 9.96% Health Care 9.5% Basic Materials 8.01% Energy 6.42% Technology 5.19% Communication Services 4.95% Consumer Defensive 4.65% Real Estate 2.68% Utility 1.75% Asset Allocation
Asset Class Value Cash 2.07% Equity 97.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹372 Cr 4,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹279 Cr 2,000,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹248 Cr 2,300,000
↓ -75,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹212 Cr 1,550,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹207 Cr 1,262,142
↑ 60,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹183 Cr 1,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹177 Cr 900,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | M&MFIN2% ₹149 Cr 3,977,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹138 Cr 350,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹137 Cr 3,350,000
↓ -150,000 6. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (13 Feb 26) ₹39.4181 ↑ 0.04 (0.10 %) Net Assets (Cr) ₹156 on 31 Dec 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.26 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 Jan 21 ₹10,000 31 Jan 22 ₹11,612 31 Jan 23 ₹11,168 31 Jan 24 ₹13,520 31 Jan 25 ₹16,184 31 Jan 26 ₹19,187 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month -2.6% 3 Month 1.3% 6 Month 8.9% 1 Year 13.4% 3 Year 17.3% 5 Year 12% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 13.1% 2022 30.1% 2021 -15.4% 2020 18.5% 2019 21.4% 2018 17.6% 2017 -8.1% 2016 19.8% 2015 12.8% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.84 Yr. Data below for Sundaram Global Advantage Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Technology 32.79% Consumer Cyclical 20.88% Financial Services 14.7% Communication Services 13.91% Consumer Defensive 10.44% Industrials 4.65% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -97% ₹155 Cr 9,147,276 Treps
CBLO/Reverse Repo | -3% ₹5 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 7. 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 31 Jan 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 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 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (18 Feb 26) ₹93.9159 ↑ 0.33 (0.36 %) Net Assets (Cr) ₹1,584 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.38 Information Ratio -0.52 Alpha Ratio -8.82 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 Jan 21 ₹10,000 31 Jan 22 ₹12,196 31 Jan 23 ₹12,972 31 Jan 24 ₹17,187 31 Jan 25 ₹20,115 31 Jan 26 ₹19,387 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month -0.4% 3 Month -6.5% 6 Month -4.8% 1 Year 5.2% 3 Year 15.5% 5 Year 13.4% 10 Year 15 Year Since launch 12% 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 Ratish Varier 1 Jan 22 4.09 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 46.7% Consumer Defensive 28.31% Communication Services 11.77% Health Care 4.09% Financial Services 3.21% Real Estate 1.8% Basic Materials 1.6% Industrials 1.08% Asset Allocation
Asset Class Value Cash 1.31% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹145 Cr 735,559
↓ -75,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹138 Cr 402,064
↓ -20,992 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹106 Cr 446,824 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC7% ₹103 Cr 3,185,016
↑ 100,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹85 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹79 Cr 2,892,836 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹62 Cr 42,610 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹60 Cr 85,724
↑ 2,156 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹59 Cr 443,054 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | BRITANNIA3% ₹48 Cr 81,921
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్పుట్లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
సుందరం AMC ఫండ్లో ఆన్లైన్లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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Research Highlights for Sundaram Mid Cap Fund