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بہترین سندرم ایس آئی پی میوچل فنڈز 2022

Updated on November 24, 2025 , 16903 views

گھونٹ یا منظمسرمایہ کاری کا منصوبہ کا ایک طریقہ ہےمیوچل فنڈ میں سرمایہ کاری چھوٹی رقم کے ذریعے اسکیمیں۔ یہاں، بجائےسرمایہ کاری ایک وقت میں بہت زیادہ رقم، آپ باقاعدگی سے، ہر مہینے یا سہ ماہی میں سرمایہ کاری کر سکتے ہیں۔ یہ طویل مدتی بچت کی عادت بنانے کا ایک بہترین طریقہ ہے۔

sundaram

ایس آئی پی کے ذریعے آپ اپنی طویل مدتی منصوبہ بندی کر سکتے ہیں۔مالی اہداف پسندریٹائرمنٹ، شادی، مکان/کار کی خریداری وغیرہ۔ سندرم ایس آئی پی فنڈز میں، آپ طویل مدت میں INR 250 سے کم رقم کی سرمایہ کاری کر سکتے ہیں اور ان مقاصد کو حاصل کر سکتے ہیں۔

سندرم ایس آئی پی میں کیوں سرمایہ کاری کریں؟

میں سے کچھسرمایہ کاری کے فوائد ایک SIP میں ہیں:

سرمایہ کار منصوبہ بندی کر رہے ہیں۔SIP میں سرمایہ کاری کریں۔، یہاں کچھ بہترین سندرم ایس آئی پی ہیں۔باہمی چندہ 2022 کے لیے۔ ان فنڈز کو مختلف پیرامیٹرز جیسے AUM، ماضی کی کارکردگی، ہم مرتبہ اوسط منافع، وغیرہ کے ذریعے شارٹ لسٹ کیا گیا ہے۔

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ایکویٹیز کے لیے سندرم میوچل فنڈز کے بہترین ایس آئی پی فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Mid Cap Fund Growth ₹1,445.44
↓ -0.61
₹13,236 100 5.17.76.824.524.132
Sundaram Infrastructure Advantage Fund Growth ₹97.985
↓ -0.42
₹968 100 4.55.64.421.825.223.8
Sundaram Global Advantage Fund Growth ₹38.9862
↑ 0.29
₹145 100 7.819.123.620.412.813.1
Sundaram Small Cap Fund Growth ₹263.373
↓ -1.83
₹3,496 100 45.22.420.424.419.1
Sundaram Financial Services Opportunities Fund Growth ₹110.174
↑ 0.12
₹1,601 100 11.66.41418.218.47.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Large and Mid Cap Fund Growth ₹88.8032
↓ -0.04
₹6,998 100 5.37.54.316.418.921.1
Sundaram Rural and Consumption Fund Growth ₹99.9041
↓ -0.72
₹1,643 100 0.64.12.516.317.120.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 8 Funds showcased

CommentarySundaram Mid Cap FundSundaram Infrastructure Advantage FundSundaram Global Advantage FundSundaram Small Cap FundSundaram Financial Services Opportunities FundSundaram Select Focus FundSundaram Large and Mid Cap FundSundaram Rural and Consumption Fund
Point 1Highest AUM (₹13,236 Cr).Bottom quartile AUM (₹968 Cr).Bottom quartile AUM (₹145 Cr).Upper mid AUM (₹3,496 Cr).Lower mid AUM (₹1,601 Cr).Lower mid AUM (₹1,354 Cr).Top quartile AUM (₹6,998 Cr).Upper mid AUM (₹1,643 Cr).
Point 2Oldest track record among peers (23 yrs).Established history (20+ yrs).Established history (18+ yrs).Established history (20+ yrs).Established history (17+ yrs).Established history (23+ yrs).Established history (18+ yrs).Established history (19+ yrs).
Point 3Rating: 4★ (top quartile).Not Rated.Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (lower mid).Top rated.
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 24.13% (upper mid).5Y return: 25.25% (top quartile).5Y return: 12.76% (bottom quartile).5Y return: 24.41% (top quartile).5Y return: 18.41% (lower mid).5Y return: 17.29% (lower mid).5Y return: 18.89% (upper mid).5Y return: 17.14% (bottom quartile).
Point 63Y return: 24.46% (top quartile).3Y return: 21.82% (top quartile).3Y return: 20.37% (upper mid).3Y return: 20.36% (upper mid).3Y return: 18.20% (lower mid).3Y return: 17.03% (lower mid).3Y return: 16.38% (bottom quartile).3Y return: 16.35% (bottom quartile).
Point 71Y return: 6.84% (upper mid).1Y return: 4.43% (lower mid).1Y return: 23.61% (top quartile).1Y return: 2.37% (bottom quartile).1Y return: 14.02% (upper mid).1Y return: 24.49% (top quartile).1Y return: 4.28% (lower mid).1Y return: 2.49% (bottom quartile).
Point 8Alpha: -0.05 (upper mid).Alpha: -5.45 (lower mid).Alpha: 0.00 (top quartile).Alpha: 2.09 (top quartile).Alpha: -6.70 (bottom quartile).Alpha: -5.62 (bottom quartile).Alpha: -2.01 (upper mid).Alpha: -3.88 (lower mid).
Point 9Sharpe: 0.08 (upper mid).Sharpe: -0.05 (bottom quartile).Sharpe: 1.43 (top quartile).Sharpe: -0.12 (bottom quartile).Sharpe: 0.19 (upper mid).Sharpe: 1.85 (top quartile).Sharpe: -0.04 (lower mid).Sharpe: -0.04 (lower mid).
Point 10Information ratio: 0.16 (top quartile).Information ratio: -0.15 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -0.43 (lower mid).Information ratio: 0.59 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: -0.77 (bottom quartile).Information ratio: -0.18 (lower mid).

Sundaram Mid Cap Fund

  • Highest AUM (₹13,236 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.13% (upper mid).
  • 3Y return: 24.46% (top quartile).
  • 1Y return: 6.84% (upper mid).
  • Alpha: -0.05 (upper mid).
  • Sharpe: 0.08 (upper mid).
  • Information ratio: 0.16 (top quartile).

Sundaram Infrastructure Advantage Fund

  • Bottom quartile AUM (₹968 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 25.25% (top quartile).
  • 3Y return: 21.82% (top quartile).
  • 1Y return: 4.43% (lower mid).
  • Alpha: -5.45 (lower mid).
  • Sharpe: -0.05 (bottom quartile).
  • Information ratio: -0.15 (upper mid).

Sundaram Global Advantage Fund

  • Bottom quartile AUM (₹145 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.76% (bottom quartile).
  • 3Y return: 20.37% (upper mid).
  • 1Y return: 23.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.43 (top quartile).
  • Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

  • Upper mid AUM (₹3,496 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.41% (top quartile).
  • 3Y return: 20.36% (upper mid).
  • 1Y return: 2.37% (bottom quartile).
  • Alpha: 2.09 (top quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: -0.43 (lower mid).

Sundaram Financial Services Opportunities Fund

  • Lower mid AUM (₹1,601 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.41% (lower mid).
  • 3Y return: 18.20% (lower mid).
  • 1Y return: 14.02% (upper mid).
  • Alpha: -6.70 (bottom quartile).
  • Sharpe: 0.19 (upper mid).
  • Information ratio: 0.59 (top quartile).

Sundaram Select Focus Fund

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

Sundaram Large and Mid Cap Fund

  • Top quartile AUM (₹6,998 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.89% (upper mid).
  • 3Y return: 16.38% (bottom quartile).
  • 1Y return: 4.28% (lower mid).
  • Alpha: -2.01 (upper mid).
  • Sharpe: -0.04 (lower mid).
  • Information ratio: -0.77 (bottom quartile).

Sundaram Rural and Consumption Fund

  • Upper mid AUM (₹1,643 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.14% (bottom quartile).
  • 3Y return: 16.35% (bottom quartile).
  • 1Y return: 2.49% (bottom quartile).
  • Alpha: -3.88 (lower mid).
  • Sharpe: -0.04 (lower mid).
  • Information ratio: -0.18 (lower mid).
*فنڈز کی فہرست کی بنیاد پراثاثے >= 100 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.

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 (₹13,236 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 4★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.13% (upper mid).
  • 3Y return: 24.46% (top quartile).
  • 1Y return: 6.84% (upper mid).
  • Alpha: -0.05 (upper mid).
  • Sharpe: 0.08 (upper mid).
  • Information ratio: 0.16 (top quartile).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (27 Nov 25) ₹1,445.44 ↓ -0.61   (-0.04 %)
Net Assets (Cr) ₹13,236 on 31 Oct 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.08
Information Ratio 0.16
Alpha Ratio -0.05
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.

DateValue

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 27 Nov 25

DurationReturns
1 Month 0.6%
3 Month 5.1%
6 Month 7.7%
1 Year 6.8%
3 Year 24.5%
5 Year 24.1%
10 Year
15 Year
Since launch 23.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹968 Cr).
  • Established history (20+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 25.25% (top quartile).
  • 3Y return: 21.82% (top quartile).
  • 1Y return: 4.43% (lower mid).
  • Alpha: -5.45 (lower mid).
  • Sharpe: -0.05 (bottom quartile).
  • Information ratio: -0.15 (upper mid).

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (27 Nov 25) ₹97.985 ↓ -0.42   (-0.42 %)
Net Assets (Cr) ₹968 on 31 Oct 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.37
Sharpe Ratio -0.05
Information Ratio -0.15
Alpha Ratio -5.45
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.

DateValue

Sundaram Infrastructure Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 27 Nov 25

DurationReturns
1 Month 1.1%
3 Month 4.5%
6 Month 5.6%
1 Year 4.4%
3 Year 21.8%
5 Year 25.2%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Infrastructure Advantage Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 (₹145 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.76% (bottom quartile).
  • 3Y return: 20.37% (upper mid).
  • 1Y return: 23.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.43 (top quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (26 Nov 25) ₹38.9862 ↑ 0.29   (0.75 %)
Net Assets (Cr) ₹145 on 31 Oct 25
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.07
Sharpe Ratio 1.43
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.

DateValue

Sundaram Global Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 27 Nov 25

DurationReturns
1 Month 1.3%
3 Month 7.8%
6 Month 19.1%
1 Year 23.6%
3 Year 20.4%
5 Year 12.8%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Global Advantage Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (₹3,496 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.41% (top quartile).
  • 3Y return: 20.36% (upper mid).
  • 1Y return: 2.37% (bottom quartile).
  • Alpha: 2.09 (top quartile).
  • Sharpe: -0.12 (bottom quartile).
  • Information ratio: -0.43 (lower mid).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (27 Nov 25) ₹263.373 ↓ -1.83   (-0.69 %)
Net Assets (Cr) ₹3,496 on 31 Oct 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.12
Information Ratio -0.43
Alpha Ratio 2.09
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.

DateValue

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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 27 Nov 25

DurationReturns
1 Month -0.9%
3 Month 4%
6 Month 5.2%
1 Year 2.4%
3 Year 20.4%
5 Year 24.4%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Small Cap Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. 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

  • Lower mid AUM (₹1,601 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 18.41% (lower mid).
  • 3Y return: 18.20% (lower mid).
  • 1Y return: 14.02% (upper mid).
  • Alpha: -6.70 (bottom quartile).
  • Sharpe: 0.19 (upper mid).
  • Information ratio: 0.59 (top quartile).

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (27 Nov 25) ₹110.174 ↑ 0.12   (0.11 %)
Net Assets (Cr) ₹1,601 on 31 Oct 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 0.19
Information Ratio 0.59
Alpha Ratio -6.7
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.

DateValue

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
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 27 Nov 25

DurationReturns
1 Month 2.7%
3 Month 11.6%
6 Month 6.4%
1 Year 14%
3 Year 18.2%
5 Year 18.4%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (lower mid).
  • 3Y return: 17.03% (lower 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.

DateValue

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 27 Nov 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. 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 (₹6,998 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.89% (upper mid).
  • 3Y return: 16.38% (bottom quartile).
  • 1Y return: 4.28% (lower mid).
  • Alpha: -2.01 (upper mid).
  • Sharpe: -0.04 (lower mid).
  • Information ratio: -0.77 (bottom quartile).

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 (27 Nov 25) ₹88.8032 ↓ -0.04   (-0.05 %)
Net Assets (Cr) ₹6,998 on 31 Oct 25
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.81
Sharpe Ratio -0.04
Information Ratio -0.77
Alpha Ratio -2.01
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.

DateValue

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
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 27 Nov 25

DurationReturns
1 Month 0.3%
3 Month 5.3%
6 Month 7.5%
1 Year 4.3%
3 Year 16.4%
5 Year 18.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

  • Upper mid AUM (₹1,643 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.14% (bottom quartile).
  • 3Y return: 16.35% (bottom quartile).
  • 1Y return: 2.49% (bottom quartile).
  • Alpha: -3.88 (lower mid).
  • Sharpe: -0.04 (lower mid).
  • Information ratio: -0.18 (lower mid).

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (27 Nov 25) ₹99.9041 ↓ -0.72   (-0.72 %)
Net Assets (Cr) ₹1,643 on 31 Oct 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio -0.04
Information Ratio -0.18
Alpha Ratio -3.88
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.

DateValue

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 27 Nov 25

DurationReturns
1 Month -2.1%
3 Month 0.6%
6 Month 4.1%
1 Year 2.5%
3 Year 16.3%
5 Year 17.1%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

سندرم اے ایم سی فنڈ میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

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Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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