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Best Sundaram SIP Mutual Funds 2024
SIP or Systematic Investment plan is a method of investing in Mutual Fund schemes through small amounts. Here, instead of Investing a bulk of money at one time, you can invest regularly, every month or quarter. It is a great way to build a long-term savings habit.
With a SIP you can plan your long-term Financial goals like retirement, marriage, purchase of house/car, etc. In Sundaram SIP Funds, you can invest an amount as low as INR 250 over a longer duration and attain these goals.
Why Invest in Sundaram SIP ?
Some of the benefits of investing in a SIP are:
- Rupee cost averaging
- Power of Compounding
- Long-term saving habit
- No need to time the Market
- Affordable & convenient
Investors planning to invest in a SIP, here are some of the best Sundaram SIP Mutual Funds for 2024. These funds have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns, etc.
Talk to our investment specialist
Best SIP Funds by Sundaram Mutual Funds for Equities
(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 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 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 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 (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
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity 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 (%) 2023 (%) Sundaram Mid Cap Fund Growth ₹1,398.23
↓ -5.69 ₹12,350 100 -0.8 9.9 35.1 26.2 25.2 40.4 Sundaram Infrastructure Advantage Fund Growth ₹94.9198
↓ -0.84 ₹1,000 100 -3.4 -1.4 28.6 23 25 41.7 Sundaram Small Cap Fund Growth ₹266.285
↓ -1.09 ₹3,450 100 -1.8 7.5 23.5 21.8 29.3 45.3 Sundaram Rural and Consumption Fund Growth ₹98.8327
↓ -0.17 ₹1,564 100 -4.5 9.1 24.5 20.7 18.7 30.2 Sundaram Financial Services Opportunities Fund Growth ₹96.9205
↓ -1.14 ₹1,453 100 -5.4 0.2 9.5 18.9 14.8 31.1 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 ₹86.8459
↓ -0.43 ₹6,871 100 -0.9 5.9 24.5 16.6 18.9 26.8 Sundaram Diversified Equity Fund Growth ₹216.754
↓ -1.46 ₹1,560 250 -3.3 3.8 15.3 14.4 16.1 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24 Assets >= 100 Crore & Sorted on 3 Year CAGR Returns.
1. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.7% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Dec 24) ₹1,398.23 ↓ -5.69 (-0.41 %) Net Assets (Cr) ₹12,350 on 31 Oct 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 2.69 Information Ratio 0.24 Alpha Ratio 10.14 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 Nov 19 ₹10,000 30 Nov 20 ₹10,686 30 Nov 21 ₹15,103 30 Nov 22 ₹16,491 30 Nov 23 ₹21,320 30 Nov 24 ₹29,647 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 7% 3 Month -0.8% 6 Month 9.9% 1 Year 35.1% 3 Year 26.2% 5 Year 25.2% 10 Year 15 Year Since launch 24.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 75% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.77 Yr. Ratish Varier 24 Feb 21 3.77 Yr. Data below for Sundaram Mid Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 19.87% Consumer Cyclical 18.59% Industrials 17.55% Health Care 11.26% Basic Materials 8.5% Technology 5.91% Consumer Defensive 3.29% Real Estate 3.05% Utility 2.6% Communication Services 2.41% Energy 1.42% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹463 Cr 7,044,972
↓ -566,695 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹412 Cr 1,177,160 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹408 Cr 20,011,397 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹369 Cr 517,776
↓ -7,851 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹311 Cr 694,463
↓ -243,869 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹304 Cr 1,388,200 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹292 Cr 1,747,182 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹285 Cr 4,812,470
↑ 198,037 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹284 Cr 4,543,631 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹273 Cr 1,389,543 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.4% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (18 Dec 24) ₹94.9198 ↓ -0.84 (-0.88 %) Net Assets (Cr) ₹1,000 on 31 Oct 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio 2.55 Information Ratio 0.13 Alpha Ratio 11.08 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 Nov 19 ₹10,000 30 Nov 20 ₹10,030 30 Nov 21 ₹15,743 30 Nov 22 ₹17,352 30 Nov 23 ₹21,705 30 Nov 24 ₹29,646 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 5.2% 3 Month -3.4% 6 Month -1.4% 1 Year 28.6% 3 Year 23% 5 Year 25% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 57.6% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 4.36 Yr. Ashish Aggarwal 1 Jan 22 2.92 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 40.74% Utility 10.74% Energy 9.67% Communication Services 9.09% Basic Materials 9.03% Consumer Cyclical 5.41% Financial Services 4.31% Technology 3.38% Real Estate 2.62% Asset Allocation
Asset Class Value Cash 5.01% Equity 94.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT7% ₹74 Cr 205,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹67 Cr 417,000
↓ -8,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹56 Cr 1,370,000
↓ -95,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE5% ₹55 Cr 410,000
↓ -2,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹35 Cr 32,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹24 Cr 750,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹21 Cr 35,000
↓ -5,000 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹20 Cr 31,400 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹19 Cr 650,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹18 Cr 575,000 3. Sundaram Small Cap Fund
CAGR/Annualized return of 18% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (18 Dec 24) ₹266.285 ↓ -1.09 (-0.41 %) Net Assets (Cr) ₹3,450 on 31 Oct 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 1.98 Information Ratio -0.55 Alpha Ratio 2.84 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 Nov 19 ₹10,000 30 Nov 20 ₹11,636 30 Nov 21 ₹19,239 30 Nov 22 ₹20,068 30 Nov 23 ₹27,300 30 Nov 24 ₹34,272 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 8.1% 3 Month -1.8% 6 Month 7.5% 1 Year 23.5% 3 Year 21.8% 5 Year 29.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.08 Yr. Data below for Sundaram Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 20.64% Industrials 19.07% Consumer Cyclical 15% Health Care 8.9% Basic Materials 8.81% Technology 7.23% Consumer Defensive 6.08% Communication Services 3.59% Real Estate 3.42% Utility 1.7% Energy 0.95% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.39% Debt 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹119 Cr 182,432
↓ -4,971 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹86 Cr 387,840 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹75 Cr 490,718
↑ 23,573 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM2% ₹75 Cr 1,690,672 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹75 Cr 936,780 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹74 Cr 434,018
↓ -61,910 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹74 Cr 989,246 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹72 Cr 18,825,767 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹64 Cr 545,048
↓ -25,554 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 13.1% since its launch. Ranked 2 in Sectoral category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (18 Dec 24) ₹98.8327 ↓ -0.17 (-0.17 %) Net Assets (Cr) ₹1,564 on 31 Oct 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 1.32 Information Ratio -0.21 Alpha Ratio -4.19 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,677 30 Nov 21 ₹13,373 30 Nov 22 ₹15,207 30 Nov 23 ₹18,477 30 Nov 24 ₹23,065 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 4.5% 3 Month -4.5% 6 Month 9.1% 1 Year 24.5% 3 Year 20.7% 5 Year 18.7% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 47.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.92 Yr. 1 Jul 24 0.42 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Consumer Cyclical 42.95% Consumer Defensive 31.59% Communication Services 11.75% Health Care 3.05% Financial Services 2.27% Real Estate 1.98% Basic Materials 1.57% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹152 Cr 939,519
↓ -48,464 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹146 Cr 2,991,251 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹99 Cr 303,263
↑ 47,874 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL6% ₹97 Cr 1,476,185
↓ -434,630 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M6% ₹96 Cr 350,492 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹89 Cr 350,212 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹75 Cr 67,306
↑ 1,346 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹73 Cr 3,000,962 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹66 Cr 453,496 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹54 Cr 245,560
↓ -932 5. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 23 in Sectoral category. Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (18 Dec 24) ₹96.9205 ↓ -1.14 (-1.17 %) Net Assets (Cr) ₹1,453 on 31 Oct 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio 1.4 Information Ratio 1.49 Alpha Ratio 2.81 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 Nov 19 ₹10,000 30 Nov 20 ₹9,958 30 Nov 21 ₹12,265 30 Nov 22 ₹14,141 30 Nov 23 ₹17,254 30 Nov 24 ₹20,329 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 3.6% 3 Month -5.4% 6 Month 0.2% 1 Year 9.5% 3 Year 18.9% 5 Year 14.8% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 58% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 6.92 Yr. Ashish Aggarwal 1 Jan 22 2.92 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 95.27% Asset Allocation
Asset Class Value Cash 3.75% Equity 95.27% Debt 0.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹192 Cr 1,485,527
↑ 329,727 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK13% ₹189 Cr 1,090,991
↑ 50,405 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹132 Cr 1,135,593 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000345% ₹78 Cr 113,743
↑ 14,542 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹73 Cr 885,294 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹56 Cr 178,105
↓ -10,518 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹54 Cr 2,143,196 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹52 Cr 1,647,185
↑ 47,785 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK3% ₹51 Cr 7,238,410
↑ 210,378 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB3% ₹48 Cr 12,621,014
↑ 758,024 6. 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 Nov 19 ₹10,000 30 Nov 20 ₹10,360 30 Nov 21 ₹13,745 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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
CAGR/Annualized return of 12.9% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2023 was 26.8% , 2022 was -1.3% and 2021 was 42.1% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (18 Dec 24) ₹86.8459 ↓ -0.43 (-0.49 %) Net Assets (Cr) ₹6,871 on 31 Oct 24 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 2.19 Information Ratio -1 Alpha Ratio 3.86 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 Nov 19 ₹10,000 30 Nov 20 ₹10,124 30 Nov 21 ₹14,750 30 Nov 22 ₹15,410 30 Nov 23 ₹17,867 30 Nov 24 ₹23,034 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 5.9% 3 Month -0.9% 6 Month 5.9% 1 Year 24.5% 3 Year 16.6% 5 Year 18.9% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 48.9% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.42 Yr. Ashish Aggarwal 1 Jan 22 2.92 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 22.19% Consumer Cyclical 16.41% Industrials 14.08% Health Care 9.64% Technology 6.69% Communication Services 5.65% Energy 5.55% Consumer Defensive 5.37% Basic Materials 4.13% Utility 2.69% Real Estate 2.37% Asset Allocation
Asset Class Value Cash 5.23% Equity 94.77% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹325 Cr 1,875,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹288 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹213 Cr 1,600,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹189 Cr 2,300,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹168 Cr 6,943,496 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹158 Cr 900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹150 Cr 415,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹145 Cr 900,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹120 Cr 1,220,000 Lupin Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5002572% ₹118 Cr 540,541 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 14 in ELSS category. Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (18 Dec 24) ₹216.754 ↓ -1.46 (-0.67 %) Net Assets (Cr) ₹1,560 on 31 Oct 24 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 1.41 Information Ratio -0.91 Alpha Ratio -5.29 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,288 30 Nov 21 ₹14,046 30 Nov 22 ₹15,528 30 Nov 23 ₹17,427 30 Nov 24 ₹20,938 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24 Duration Returns 1 Month 4.9% 3 Month -3.3% 6 Month 3.8% 1 Year 15.3% 3 Year 14.4% 5 Year 16.1% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.3% 2022 4% 2021 31.5% 2020 9.9% 2019 6.2% 2018 -10.6% 2017 38.4% 2016 6.8% 2015 3.1% 2014 45.7% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 2.92 Yr. Rohit Seksaria 24 Feb 21 3.77 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 33.85% Industrials 12.47% Technology 8.78% Consumer Cyclical 8.49% Health Care 8.43% Consumer Defensive 6.32% Energy 5.65% Basic Materials 5.14% Communication Services 4.94% Utility 1.64% Real Estate 0.35% Asset Allocation
Asset Class Value Cash 3.94% Equity 96.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹121 Cr 698,000
↓ -69,171 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹114 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE4% ₹67 Cr 504,000
↓ -62,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹64 Cr 364,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹57 Cr 156,446 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹49 Cr 304,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹49 Cr 419,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹46 Cr 114,734 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹45 Cr 545,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹43 Cr 235,000
How Does SIP Investment Grow?
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP Calculator or SIP Return Calculator
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!
How to Invest in Sundaram AMC Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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