+91-22-48913909بہترین سندرم ایس آئی پی میوچل فنڈز 2022
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۔
سندرم ایس آئی پی میں کیوں سرمایہ کاری کریں؟
میں سے کچھسرمایہ کاری کے فوائد ایک SIP میں ہیں:
- روپے کی اوسط لاگت
- کمپاؤنڈنگ کی طاقت
- طویل مدتی بچت کی عادت
- وقت کی ضرورت نہیں۔مارکیٹ
- سستی اور آسان
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
ایکویٹیز کے لیے سندرم میوچل فنڈز کے بہترین ایس آئی پی فنڈز
(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 (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
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 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 ₹1,432.11
↑ 1.48 ₹11,898 100 4.1 0.5 12.1 25.3 20.7 4.1 Sundaram Infrastructure Advantage Fund Growth ₹101.782
↑ 0.33 ₹873 100 10.8 5.4 15.7 24.4 21.2 4.1 Sundaram Small Cap Fund Growth ₹267.894
↑ 2.43 ₹2,983 100 7.8 1.6 12.6 21.4 20 0.4 Sundaram Financial Services Opportunities Fund Growth ₹108.108
↓ -0.63 ₹1,439 100 -1.7 2.2 4.1 18.1 16.2 16.9 Sundaram Global Advantage Fund Growth ₹40.8307
↓ -0.15 ₹148 100 1.7 7.8 37.9 17.7 11 23.9 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 ₹85.5558
↓ -0.33 ₹6,031 100 0.8 -2.7 5.7 17 15.1 3.6 Sundaram Rural and Consumption Fund Growth ₹90.222
↓ -0.23 ₹1,294 100 -1.8 -11.5 -4.9 14.2 13.6 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 26 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Mid Cap Fund Sundaram Infrastructure Advantage Fund Sundaram Small Cap Fund Sundaram Financial Services Opportunities Fund Sundaram Global Advantage Fund Sundaram Select Focus Fund Sundaram Large and Mid Cap Fund Sundaram Rural and Consumption Fund Point 1 Highest AUM (₹11,898 Cr). Bottom quartile AUM (₹873 Cr). Upper mid AUM (₹2,983 Cr). Upper mid AUM (₹1,439 Cr). Bottom quartile AUM (₹148 Cr). Lower mid AUM (₹1,354 Cr). Top quartile AUM (₹6,031 Cr). Lower mid AUM (₹1,294 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Rating: 4★ (top quartile). Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.71% (top quartile). 5Y return: 21.16% (top quartile). 5Y return: 19.95% (upper mid). 5Y return: 16.16% (lower mid). 5Y return: 11.04% (bottom quartile). 5Y return: 17.29% (upper mid). 5Y return: 15.05% (lower mid). 5Y return: 13.62% (bottom quartile). Point 6 3Y return: 25.26% (top quartile). 3Y return: 24.44% (top quartile). 3Y return: 21.40% (upper mid). 3Y return: 18.08% (upper mid). 3Y return: 17.73% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 16.96% (bottom quartile). 3Y return: 14.23% (bottom quartile). Point 7 1Y return: 12.09% (lower mid). 1Y return: 15.73% (upper mid). 1Y return: 12.61% (upper mid). 1Y return: 4.09% (bottom quartile). 1Y return: 37.88% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: 5.65% (lower mid). 1Y return: -4.86% (bottom quartile). Point 8 Alpha: 0.04 (upper mid). Alpha: 2.49 (upper mid). Alpha: 4.51 (top quartile). Alpha: 4.55 (top quartile). Alpha: 0.00 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: -2.19 (lower mid). Alpha: -6.23 (bottom quartile). Point 9 Sharpe: -0.12 (upper mid). Sharpe: 0.04 (upper mid). Sharpe: -0.20 (lower mid). Sharpe: -0.26 (lower mid). Sharpe: 1.11 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.47 (bottom quartile). Sharpe: -0.85 (bottom quartile). Point 10 Information ratio: 0.22 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.39 (lower mid). Information ratio: 0.53 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (lower mid). Information ratio: -0.72 (bottom quartile). Information ratio: -0.59 (bottom quartile). Sundaram Mid Cap Fund
Sundaram Infrastructure Advantage Fund
Sundaram Small Cap Fund
Sundaram Financial Services Opportunities Fund
Sundaram Global Advantage 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 (22 Apr 26) ₹1,432.11 ↑ 1.48 (0.10 %) Net Assets (Cr) ₹11,898 on 31 Mar 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.12 Information Ratio 0.22 Alpha Ratio 0.04 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 Mar 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 31 Mar 26 ₹22,051 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.4% 3 Month 4.1% 6 Month 0.5% 1 Year 12.1% 3 Year 25.3% 5 Year 20.7% 10 Year 15 Year Since launch 23.3% 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 5.1 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 19.57% Industrials 17.16% Consumer Cyclical 15.4% Health Care 10.25% Basic Materials 9.32% Technology 7.53% Consumer Defensive 6.07% Real Estate 3.07% Utility 2.99% Communication Services 2.8% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹482 Cr 1,070,000
↓ -17,767 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹410 Cr 1,125,000
↓ -36,757 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹329 Cr 11,498,475 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹314 Cr 1,642,029
↑ 40,290 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹270 Cr 10,399,688 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹256 Cr 1,053,586
↑ 822,222 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹254 Cr 945,165 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹253 Cr 6,735,835 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹250 Cr 3,395,879 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹250 Cr 1,080,069
↑ 30,000 2. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (22 Apr 26) ₹101.782 ↑ 0.33 (0.33 %) Net Assets (Cr) ₹873 on 31 Mar 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0.04 Information Ratio 0 Alpha Ratio 2.49 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 Mar 21 ₹10,000 31 Mar 22 ₹12,438 31 Mar 23 ₹13,052 31 Mar 24 ₹20,379 31 Mar 25 ₹21,375 31 Mar 26 ₹22,480 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.7% 3 Month 10.8% 6 Month 5.4% 1 Year 15.7% 3 Year 24.4% 5 Year 21.2% 10 Year 15 Year Since launch 11.9% 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 0.19 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 38.93% Utility 13.04% Energy 11.5% Communication Services 11.16% Consumer Cyclical 7.27% Basic Materials 7.01% Financial Services 4.25% Health Care 1.06% Real Estate 0.91% Asset Allocation
Asset Class Value Cash 4.87% Equity 95.13% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL8% ₹74 Cr 415,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹74 Cr 210,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹69 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹50 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹30 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹27 Cr 675,000 Sundaram Liquid Dir Gr
Investment Fund | -3% ₹25 Cr 102,778
↑ 102,778 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328983% ₹24 Cr 800,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹20 Cr 200,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹19 Cr 51,000 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (22 Apr 26) ₹267.894 ↑ 2.43 (0.91 %) Net Assets (Cr) ₹2,983 on 31 Mar 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.2 Information Ratio -0.39 Alpha Ratio 4.51 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 Mar 21 ₹10,000 31 Mar 22 ₹13,713 31 Mar 23 ₹13,694 31 Mar 24 ₹20,481 31 Mar 25 ₹21,101 31 Mar 26 ₹21,304 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 15.3% 3 Month 7.8% 6 Month 1.6% 1 Year 12.6% 3 Year 21.4% 5 Year 20% 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 3.42 Yr. Data below for Sundaram Small Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.48% Industrials 19.68% Financial Services 18.97% Health Care 12.65% Basic Materials 8.52% Communication Services 4.99% Technology 3.5% Consumer Defensive 2.86% Real Estate 2.1% Utility 1% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.75% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹121 Cr 349,511
↓ -3,078 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹113 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹90 Cr 577,256 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹86 Cr 594,278
↑ 24,633 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹81 Cr 1,045,263
↑ 38,877 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433203% ₹76 Cr 3,324,013
↑ 481,686 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹75 Cr 992,680 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹74 Cr 106,539 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹70 Cr 4,443,809 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹67 Cr 1,534,556
↑ 32,858 4. Sundaram Financial Services Opportunities Fund
Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (22 Apr 26) ₹108.108 ↓ -0.63 (-0.58 %) Net Assets (Cr) ₹1,439 on 31 Mar 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio -0.26 Information Ratio 0.53 Alpha Ratio 4.55 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 Mar 21 ₹10,000 31 Mar 22 ₹10,971 31 Mar 23 ₹12,068 31 Mar 24 ₹16,653 31 Mar 25 ₹18,025 31 Mar 26 ₹17,678 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 9.4% 3 Month -1.7% 6 Month 2.2% 1 Year 4.1% 3 Year 18.1% 5 Year 16.2% 10 Year 15 Year Since launch 14.3% 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 8.25 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 93.86% Technology 1.51% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.37% Debt 0.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK16% ₹228 Cr 3,114,256 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹171 Cr 1,416,021 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹141 Cr 1,217,541 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN7% ₹98 Cr 1,003,469 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹66 Cr 406,364
↑ 8,802 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK4% ₹64 Cr 4,033,626 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹59 Cr 672,583 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹55 Cr 2,208,626 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹50 Cr 665,351 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG3% ₹46 Cr 334,660
↑ 64,606 5. Sundaram Global Advantage Fund
Sundaram Global Advantage Fund
Growth Launch Date 24 Aug 07 NAV (21 Apr 26) ₹40.8307 ↓ -0.15 (-0.36 %) Net Assets (Cr) ₹148 on 31 Mar 26 Category Equity - Global AMC Sundaram Asset Management Company Ltd Rating ☆☆ Risk High Expense Ratio 1.07 Sharpe Ratio 1.11 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 Mar 21 ₹10,000 31 Mar 22 ₹10,600 31 Mar 23 ₹10,826 31 Mar 24 ₹13,348 31 Mar 25 ₹13,741 31 Mar 26 ₹16,356 Returns for Sundaram Global Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 7.6% 3 Month 1.7% 6 Month 7.8% 1 Year 37.9% 3 Year 17.7% 5 Year 11% 10 Year 15 Year Since launch 7.8% 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 2 Yr. Data below for Sundaram Global Advantage Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 29.39% Consumer Cyclical 21.61% Financial Services 15.94% Communication Services 15.28% Consumer Defensive 9.94% Industrials 5.02% Asset Allocation
Asset Class Value Cash 2.82% Equity 97.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Global Brand Master
Investment Fund | -97% ₹143 Cr 9,147,276 Treps
CBLO/Reverse Repo | -3% ₹5 Cr Cash And Other Net Current Assets
CBLO | -0% ₹0 Cr 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 31 Mar 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 22 Apr 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 7. Sundaram Large and Mid Cap Fund
Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (22 Apr 26) ₹85.5558 ↓ -0.33 (-0.39 %) Net Assets (Cr) ₹6,031 on 31 Mar 26 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio -0.47 Information Ratio -0.72 Alpha Ratio -2.19 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 Mar 21 ₹10,000 31 Mar 22 ₹12,428 31 Mar 23 ₹12,001 31 Mar 24 ₹16,633 31 Mar 25 ₹17,952 31 Mar 26 ₹17,458 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 8.2% 3 Month 0.8% 6 Month -2.7% 1 Year 5.7% 3 Year 17% 5 Year 15.1% 10 Year 15 Year Since launch 11.9% 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 Madanagopal Ramu 16 Mar 26 0.04 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 24.06% Consumer Cyclical 19.45% Industrials 13.79% Basic Materials 10.65% Health Care 5.97% Technology 5.04% Communication Services 4.79% Consumer Defensive 4.02% Real Estate 3.27% Energy 2.98% Utility 1.9% Asset Allocation
Asset Class Value Cash 4.08% Equity 95.92% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹224 Cr 3,063,065
↓ -786,935 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹221 Cr 2,253,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹190 Cr 543,285
↑ 193,285 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹182 Cr 7,945,379
↑ 5,595,379 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹160 Cr 900,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK3% ₹157 Cr 1,300,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 26 | 5323433% ₹156 Cr 464,193
↑ 464,193 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER3% ₹155 Cr 237,283
↑ 32,283 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5325383% ₹153 Cr 142,477
↑ 50,477 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 21 | POLYCAB3% ₹152 Cr 221,413
↑ 96,413 8. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (22 Apr 26) ₹90.222 ↓ -0.23 (-0.25 %) Net Assets (Cr) ₹1,294 on 31 Mar 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.85 Information Ratio -0.59 Alpha Ratio -6.23 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 Mar 21 ₹10,000 31 Mar 22 ₹11,291 31 Mar 23 ₹11,963 31 Mar 24 ₹16,448 31 Mar 25 ₹17,972 31 Mar 26 ₹16,376 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 26 Duration Returns 1 Month 8.1% 3 Month -1.8% 6 Month -11.5% 1 Year -4.9% 3 Year 14.2% 5 Year 13.6% 10 Year 15 Year Since launch 11.7% 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 Rohit Seksaria 27 Feb 26 0.09 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Anuj Bansal 27 Feb 26 0.09 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 45.64% Consumer Defensive 24.87% Communication Services 11.76% Health Care 4.92% Financial Services 2.93% Industrials 1.92% Real Estate 1.76% Basic Materials 1.61% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹131 Cr 735,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹119 Cr 402,064 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹107 Cr 3,733,186
↑ 548,170 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹84 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹74 Cr 3,240,850
↑ 348,014 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹65 Cr 317,789
↓ -129,035 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹64 Cr 85,724 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹52 Cr 42,610 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹51 Cr 431,406 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹44 Cr 282,069
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؟
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!
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۔
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Sundaram Mid Cap Fund