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۔

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۔
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۔
Talk to our investment specialist
(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 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 (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 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 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 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 (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 ₹1,445.44
↓ -0.61 ₹13,236 100 5.1 7.7 6.8 24.5 24.1 32 Sundaram Infrastructure Advantage Fund Growth ₹97.985
↓ -0.42 ₹968 100 4.5 5.6 4.4 21.8 25.2 23.8 Sundaram Global Advantage Fund Growth ₹38.9862
↑ 0.29 ₹145 100 7.8 19.1 23.6 20.4 12.8 13.1 Sundaram Small Cap Fund Growth ₹263.373
↓ -1.83 ₹3,496 100 4 5.2 2.4 20.4 24.4 19.1 Sundaram Financial Services Opportunities Fund Growth ₹110.174
↑ 0.12 ₹1,601 100 11.6 6.4 14 18.2 18.4 7.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Large and Mid Cap Fund Growth ₹88.8032
↓ -0.04 ₹6,998 100 5.3 7.5 4.3 16.4 18.9 21.1 Sundaram Rural and Consumption Fund Growth ₹99.9041
↓ -0.72 ₹1,643 100 0.6 4.1 2.5 16.3 17.1 20.1 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
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Global Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Select Focus Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Highest 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 2 Oldest 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 3 Rating: 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 4 Risk 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 5 5Y 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 6 3Y 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 7 1Y 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 8 Alpha: -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 9 Sharpe: 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 10 Information 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
Sundaram Infrastructure Advantage Fund
Sundaram Global Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Select Focus Fund
Sundaram Large and Mid Cap Fund
Sundaram Rural and Consumption Fund
اثاثے >= 100 کروڑ اور ترتیب دیا گیا3 سالسی اے جی آر واپسی.1. 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.
Date Value Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. 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 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.
Date Value Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Infrastructure Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. 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.
Date Value Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Global Advantage Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. 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.
Date Value Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. 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.
Date Value Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. 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 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 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 7. 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.
Date Value Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 25
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 (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.
Date Value Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 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
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 Data below for Sundaram Rural and Consumption Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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۔
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!
Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔
اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔
دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
You Might Also Like
Research Highlights for Sundaram Mid Cap Fund