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ఉత్తమ 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. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities 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 Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a Below is the key information for Sundaram Infrastructure Advantage 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. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap 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. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption 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. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a 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
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus 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. Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a Below is the key information for Sundaram Global Advantage 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 ₹1,318.2
↓ -19.06 ₹11,690 100 9.4 -0.1 10.9 26.9 31.3 32 Sundaram Financial Services Opportunities Fund Growth ₹102.36
↓ -1.26 ₹1,524 100 12.2 8.8 11.9 24.1 27.7 7.1 Sundaram Infrastructure Advantage Fund Growth ₹91.4164
↓ -0.88 ₹901 100 12.4 0.7 0.5 23.6 32.4 23.8 Sundaram Small Cap Fund Growth ₹248.373
↓ -1.77 ₹3,058 100 12.3 -0.5 6.8 23.4 35.6 19.1 Sundaram Rural and Consumption Fund Growth ₹95.5123
↓ -1.58 ₹1,532 100 6 0.3 12.7 21 23.4 20.1 Sundaram Large and Mid Cap Fund Growth ₹82.0169
↓ -1.02 ₹6,550 100 7.5 -0.7 6 18.4 25.1 21.1 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 ₹33.2498
↑ 0.01 ₹110 100 -4.9 6.9 9.1 16.3 13.8 13.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 25 ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.9% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (20 May 25) ₹1,318.2 ↓ -19.06 (-1.43 %) Net Assets (Cr) ₹11,690 on 30 Apr 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.25 Information Ratio 0.1 Alpha Ratio 4.46 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,898 30 Apr 22 ₹19,326 30 Apr 23 ₹20,467 30 Apr 24 ₹31,936 30 Apr 25 ₹35,252 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 5.5% 3 Month 9.4% 6 Month -0.1% 1 Year 10.9% 3 Year 26.9% 5 Year 31.3% 10 Year 15 Year Since launch 23.9% 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 4.18 Yr. Ratish Varier 24 Feb 21 4.18 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Financial Services 17.27% Industrials 13.7% Health Care 10.83% Basic Materials 10.45% Technology 6.89% Consumer Defensive 4.11% Real Estate 3.61% Communication Services 3.57% Utility 2.04% Energy 1.91% Asset Allocation
Asset Class Value Cash 6.46% Equity 93.53% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Liquid Dir Gr
Investment Fund | -4% ₹454 Cr 1,980,541
↑ 1,749,177 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹388 Cr 1,270,127 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹371 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹346 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹281 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹274 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹271 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹267 Cr 484,892 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹244 Cr 8,612,119
↑ 133,252 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹235 Cr 3,599,583
↑ 201,312 2. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (20 May 25) ₹102.36 ↓ -1.26 (-1.22 %) Net Assets (Cr) ₹1,524 on 30 Apr 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 0.24 Information Ratio 0.72 Alpha Ratio -9.99 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,995 30 Apr 22 ₹16,317 30 Apr 23 ₹19,257 30 Apr 24 ₹26,634 30 Apr 25 ₹29,174 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 0.7% 3 Month 12.2% 6 Month 8.8% 1 Year 11.9% 3 Year 24.1% 5 Year 27.7% 10 Year 15 Year Since launch 14.7% 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 7.34 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 94.37% Asset Allocation
Asset Class Value Cash 3.66% Equity 95.31% Debt 1.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK20% ₹279 Cr 1,525,703
↑ 135,647 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹181 Cr 1,339,673 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹139 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹77 Cr 1,003,469
↑ 54,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹68 Cr 1,036,445 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹64 Cr 317,616
↑ 317,616 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹58 Cr 654,542
↑ 38,398 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹53 Cr 15,383,384 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | 5428674% ₹51 Cr 1,697,765 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹50 Cr 2,208,626 3. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 11.9% since its launch. Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (20 May 25) ₹91.4164 ↓ -0.88 (-0.95 %) Net Assets (Cr) ₹901 on 30 Apr 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio -0.18 Information Ratio -0.1 Alpha Ratio -1.74 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 30 Apr 20 ₹10,000 30 Apr 21 ₹16,445 30 Apr 22 ₹20,997 30 Apr 23 ₹22,474 30 Apr 24 ₹35,853 30 Apr 25 ₹36,251 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 5.3% 3 Month 12.4% 6 Month 0.7% 1 Year 0.5% 3 Year 23.6% 5 Year 32.4% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 4.8% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 4.77 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 37.25% Energy 11.88% Utility 11.68% Communication Services 11.16% Basic Materials 8.06% Financial Services 6.69% Consumer Cyclical 5.85% Real Estate 2.46% Technology 0.4% Asset Allocation
Asset Class Value Cash 4.58% Equity 95.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹76 Cr 440,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE9% ₹75 Cr 590,000
↑ 15,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹73 Cr 210,000
↑ 5,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹48 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹32 Cr 28,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK3% ₹26 Cr 193,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328983% ₹23 Cr 775,000
↑ 25,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹18 Cr 600,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹16 Cr 575,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹16 Cr 21,500 4. Sundaram Small Cap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (20 May 25) ₹248.373 ↓ -1.77 (-0.71 %) Net Assets (Cr) ₹3,058 on 30 Apr 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.23 Information Ratio -0.16 Alpha Ratio 0.92 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 30 Apr 20 ₹10,000 30 Apr 21 ₹19,020 30 Apr 22 ₹24,364 30 Apr 23 ₹25,954 30 Apr 24 ₹39,255 30 Apr 25 ₹39,281 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 6.9% 3 Month 12.3% 6 Month -0.5% 1 Year 6.8% 3 Year 23.4% 5 Year 35.6% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.5 Yr. Data below for Sundaram Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 20.25% Consumer Cyclical 18.61% Financial Services 17.71% Health Care 9.2% Basic Materials 8.48% Consumer Defensive 5.07% Technology 4.29% Communication Services 3.73% Real Estate 3.17% Utility 1.22% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹92 Cr 1,898,655 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹82 Cr 509,862 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹79 Cr 400,720
↑ 23,907 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹76 Cr 434,995
↓ -48,216 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹72 Cr 815,542
↑ 55,724 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹67 Cr 137,582
↑ 3,036 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹67 Cr 936,780 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹65 Cr 1,184,520 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹65 Cr 18,825,767 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹62 Cr 791,244
↑ 3,667 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (20 May 25) ₹95.5123 ↓ -1.58 (-1.63 %) Net Assets (Cr) ₹1,532 on 30 Apr 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.35 Information Ratio 0.04 Alpha Ratio 2.45 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 30 Apr 20 ₹10,000 30 Apr 21 ₹13,680 30 Apr 22 ₹16,072 30 Apr 23 ₹17,408 30 Apr 24 ₹23,646 30 Apr 25 ₹26,582 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 2.3% 3 Month 6% 6 Month 0.3% 1 Year 12.7% 3 Year 21% 5 Year 23.4% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.33 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 40.18% Consumer Defensive 31.35% Communication Services 13.42% Health Care 3.62% Financial Services 2.99% Basic Materials 1.56% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL11% ₹163 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹123 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹104 Cr 390,720
↑ 5,228 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹79 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 235,289 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹67 Cr 58,511 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹64 Cr 453,496 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433204% ₹61 Cr 3,000,962 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹52 Cr 79,027
↑ 16,374 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹49 Cr 245,560 6. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.2% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (20 May 25) ₹82.0169 ↓ -1.02 (-1.23 %) Net Assets (Cr) ₹6,550 on 30 Apr 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.07 Information Ratio -0.9 Alpha Ratio 0.14 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,120 30 Apr 22 ₹18,610 30 Apr 23 ₹19,157 30 Apr 24 ₹26,532 30 Apr 25 ₹28,293 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 2.9% 3 Month 7.5% 6 Month -0.7% 1 Year 6% 3 Year 18.4% 5 Year 25.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.5% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.83 Yr. Ashish Aggarwal 1 Jan 22 3.33 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 25.93% Consumer Cyclical 13.74% Industrials 11.16% Health Care 9.42% Energy 6.85% Technology 6.63% Communication Services 5.99% Consumer Defensive 5.55% Basic Materials 5.44% Utility 2.16% Real Estate 1.71% Asset Allocation
Asset Class Value Cash 5.14% Equity 94.58% Debt 0.28% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹355 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹300 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹260 Cr 2,040,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹177 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹157 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹156 Cr 900,000 Sundaram Money Market Dir Gr
Investment Fund | -2% ₹150 Cr 101,618,181
↑ 50,474,727 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹148 Cr 680,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹140 Cr 400,000
↓ -15,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹124 Cr 172,500 7. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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 30 Apr 20 ₹10,000 30 Apr 21 ₹13,937 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 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 8. Sundaram Global Advantage Fund
CAGR/Annualized return of 7% since its launch. Ranked 28 in Global category. Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% . Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (19 May 25) ₹33.2498 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹110 on 30 Apr 25 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.33 Sharpe Ratio -0.01 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 30 Apr 20 ₹10,000 30 Apr 21 ₹13,939 30 Apr 22 ₹13,081 30 Apr 23 ₹14,519 30 Apr 24 ₹16,964 30 Apr 25 ₹18,003 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 25 Duration Returns 1 Month 10.6% 3 Month -4.9% 6 Month 6.9% 1 Year 9.1% 3 Year 16.3% 5 Year 13.8% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -14.2% Fund Manager information for Sundaram Global Advantage Fund
Name Since Tenure Pathanjali Srinivasan 1 Apr 24 1.08 Yr. Data below for Sundaram Global Advantage Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 32.49% Consumer Cyclical 20.95% Financial Services 16.03% Communication Services 12.3% Consumer Defensive 9.94% Industrials 4.48% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -96% ₹107 Cr 8,282,595 Treps
CBLO/Reverse Repo | -4% ₹5 Cr Cash And Other Net Current Assets
Net Current Assets | -0% ₹0 Cr
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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