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8 શ્રેષ્ઠ સુંદરમ SIP મ્યુચ્યુઅલ ફંડ્સ 2022 | શ્રેષ્ઠ SIP ફંડ્સ

ફિન્કેશ »સુંદરમ મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ સુંદરમ એસઆઈપી ફંડ્સ

શ્રેષ્ઠ સુંદરમ SIP મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on November 10, 2024 , 16212 views

SIP અથવા વ્યવસ્થિતરોકાણ યોજના ની એક પદ્ધતિ છેમ્યુચ્યુઅલ ફંડમાં રોકાણ નાની રકમ દ્વારા યોજનાઓ. અહીં, તેના બદલેરોકાણ એક સમયે મોટા ભાગના પૈસા, તમે દર મહિને અથવા ક્વાર્ટરમાં નિયમિતપણે રોકાણ કરી શકો છો. લાંબા ગાળાની બચતની આદત કેળવવાની આ એક સરસ રીત છે.

sundaram

SIP દ્વારા તમે તમારા લાંબા ગાળાની યોજના બનાવી શકો છોનાણાકીય લક્ષ્યો જેમનિવૃત્તિ, લગ્ન, ઘર/કારની ખરીદી, વગેરે. સુંદરમ SIP ફંડ્સમાં, તમે લાંબા સમય સુધી INR 250 જેટલી ઓછી રકમનું રોકાણ કરી શકો છો અને આ લક્ષ્યો હાંસલ કરી શકો છો.

સુંદરમ એસઆઈપીમાં શા માટે રોકાણ કરો?

કેટલાકરોકાણના ફાયદા SIP માં છે:

  • રૂપિયાની સરેરાશ કિંમત
  • સંયોજન શક્તિ
  • લાંબા ગાળાની બચતની આદત
  • સમયની જરૂર નથીબજાર
  • સસ્તું અને અનુકૂળ

રોકાણકારો આયોજન કરી રહ્યા છેSIP માં રોકાણ કરો, અહીં કેટલીક શ્રેષ્ઠ સુંદરમ SIP છેમ્યુચ્યુઅલ ફંડ 2022 માટે. આ ફંડ્સ એયુએમ, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર વગેરે જેવા વિવિધ પરિમાણો હાથ ધરીને શોર્ટલિસ્ટ કરવામાં આવ્યા છે.

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ઇક્વિટીઝ માટે સુંદરમ મ્યુચ્યુઅલ ફંડ્સ દ્વારા શ્રેષ્ઠ SIP ફંડ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Mid Cap Fund Growth ₹1,336.75
↓ -7.74
₹12,713 100 0.817.142.921.824.140.4
Sundaram Infrastructure Advantage Fund Growth ₹92.2342
↓ -1.00
₹1,053 100 -2.98.440.619.323.741.7
Sundaram Small Cap Fund Growth ₹255.305
↓ -3.17
₹3,503 100 1.713.530.418.627.145.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Rural and Consumption Fund Growth ₹95.5526
↓ -0.99
₹1,629 100 -0.614.625.916.217.730.2
Sundaram Financial Services Opportunities Fund Growth ₹95.9739
↓ -1.25
₹1,444 100 06.720.215.415.531.1
Sundaram Large and Mid Cap Fund Growth ₹83.4734
↓ -0.65
₹7,130 100 -0.611.63213.217.926.8
Sundaram Diversified Equity Fund Growth ₹210.636
↓ -1.85
₹1,674 250 -1.78.522.411.115.523.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Nov 24
*આધારિત ભંડોળની યાદીસંપત્તિ >= 100 કરોડ & પર છટણી કરેલ3 વર્ષCAGR પરત કરે છે.

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.

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 CAGR/Annualized return of 24.6% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (12 Nov 24) ₹1,336.75 ↓ -7.74   (-0.58 %)
Net Assets (Cr) ₹12,713 on 30 Sep 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 3.27
Information Ratio 0.12
Alpha Ratio 11.15
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
31 Oct 19₹10,000
31 Oct 20₹9,539
31 Oct 21₹15,532
31 Oct 22₹16,473
31 Oct 23₹19,559
31 Oct 24₹29,760

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 12 Nov 24

DurationReturns
1 Month -4.8%
3 Month 0.8%
6 Month 17.1%
1 Year 42.9%
3 Year 21.8%
5 Year 24.1%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 213.69 Yr.
Ratish Varier24 Feb 213.69 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Financial Services19.22%
Industrials18.37%
Health Care11.04%
Basic Materials8.34%
Technology5.92%
Consumer Defensive2.9%
Real Estate2.81%
Utility2.76%
Communication Services1.99%
Energy1.52%
Asset Allocation
Asset ClassValue
Cash5.32%
Equity94.67%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Liquid Dir Gr
Investment Fund | -
4%₹577 Cr2,608,605
↑ 2,377,241
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹556 Cr7,611,667
↓ -685,821
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹448 Cr1,177,160
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹407 Cr938,332
↓ -31,532
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹398 Cr525,627
↓ -78,790
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹394 Cr20,011,397
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹304 Cr1,388,200
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹293 Cr1,747,182
↓ -26,128
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹279 Cr4,543,631
↓ -103,189
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹278 Cr3,755,252

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

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 CAGR/Annualized return of 12.3% since its launch.  Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (12 Nov 24) ₹92.2342 ↓ -1.00   (-1.07 %)
Net Assets (Cr) ₹1,053 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.48
Sharpe Ratio 2.91
Information Ratio 0.13
Alpha Ratio 6.33
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
31 Oct 19₹10,000
31 Oct 20₹8,934
31 Oct 21₹16,068
31 Oct 22₹16,809
31 Oct 23₹19,858
31 Oct 24₹29,617

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 ₹543,623.
Net Profit of ₹243,623
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 12 Nov 24

DurationReturns
1 Month -5.5%
3 Month -2.9%
6 Month 8.4%
1 Year 40.6%
3 Year 19.3%
5 Year 23.7%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 204.28 Yr.
Ashish Aggarwal1 Jan 222.83 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials40.33%
Utility11.54%
Energy10.24%
Communication Services9.4%
Basic Materials8.9%
Consumer Cyclical5.09%
Financial Services4.01%
Real Estate2.97%
Technology2.7%
Asset Allocation
Asset ClassValue
Cash4.81%
Equity95.18%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
7%₹75 Cr205,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
7%₹73 Cr425,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
6%₹65 Cr1,465,000
↓ -75,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹61 Cr206,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹38 Cr32,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 532898
2%₹26 Cr750,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
2%₹21 Cr575,000
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹20 Cr90,503
↑ 90,503
Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA
2%₹19 Cr31,400
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER
2%₹19 Cr40,000
↑ 2,000

3. 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.

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 CAGR/Annualized return of 17.8% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (12 Nov 24) ₹255.305 ↓ -3.17   (-1.23 %)
Net Assets (Cr) ₹3,503 on 30 Sep 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.21
Information Ratio -0.56
Alpha Ratio 3.53
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
31 Oct 19₹10,000
31 Oct 20₹10,284
31 Oct 21₹19,148
31 Oct 22₹19,764
31 Oct 23₹24,743
31 Oct 24₹34,258

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 ₹598,181.
Net Profit of ₹298,181
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 12 Nov 24

DurationReturns
1 Month -4.9%
3 Month 1.7%
6 Month 13.5%
1 Year 30.4%
3 Year 18.6%
5 Year 27.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria1 Nov 222 Yr.

Data below for Sundaram Small Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services21.4%
Industrials18.33%
Consumer Cyclical15.96%
Health Care8.42%
Basic Materials8.34%
Technology6.91%
Consumer Defensive6.06%
Real Estate4.14%
Communication Services3.5%
Utility1.79%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity95.92%
Debt0.54%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹106 Cr187,403
↑ 6,657
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹101 Cr495,928
↓ -139,347
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹91 Cr387,840
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹84 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹83 Cr2,132,517
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
2%₹81 Cr570,602
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹76 Cr18,825,767
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹75 Cr339,385
↑ 339,385
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹74 Cr467,145
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹73 Cr989,246
↑ 54,681

4. Sundaram Select Focus Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

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
31 Oct 19₹10,000
31 Oct 20₹9,685
31 Oct 21₹14,531

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 12 Nov 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

5. 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.

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 CAGR/Annualized return of 13% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (12 Nov 24) ₹95.5526 ↓ -0.99   (-1.02 %)
Net Assets (Cr) ₹1,629 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 2.78
Information Ratio -0.07
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,522
31 Oct 21₹13,839
31 Oct 22₹15,151
31 Oct 23₹17,312
31 Oct 24₹22,625

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 12 Nov 24

DurationReturns
1 Month -7.4%
3 Month -0.6%
6 Month 14.6%
1 Year 25.9%
3 Year 16.2%
5 Year 17.7%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 222.84 Yr.
1 Jul 240.34 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical42.58%
Consumer Defensive31.51%
Communication Services11.84%
Health Care2.84%
Real Estate2.16%
Financial Services2.11%
Basic Materials1.61%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.66%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹169 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹155 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
8%₹140 Cr1,910,815
↓ -393,777
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹108 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹104 Cr350,212
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹98 Cr255,389
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹87 Cr65,960
↑ 1,344
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
5%₹82 Cr3,000,962
↑ 892,386
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹72 Cr453,496
↓ -27,502
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹58 Cr246,492

6. 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.

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 CAGR/Annualized return of 14.8% since its launch.  Ranked 23 in Sectoral category.  Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (12 Nov 24) ₹95.9739 ↓ -1.25   (-1.29 %)
Net Assets (Cr) ₹1,444 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 1.76
Information Ratio 1.72
Alpha Ratio 7.62
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
31 Oct 19₹10,000
31 Oct 20₹8,578
31 Oct 21₹13,809
31 Oct 22₹14,266
31 Oct 23₹17,150
31 Oct 24₹21,732

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 ₹447,579.
Net Profit of ₹147,579
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 12 Nov 24

DurationReturns
1 Month -2.6%
3 Month 0%
6 Month 6.7%
1 Year 20.2%
3 Year 15.4%
5 Year 15.5%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria30 Dec 176.84 Yr.
Ashish Aggarwal1 Jan 222.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services95.1%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
12%₹180 Cr1,040,586
↓ -175,145
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
10%₹147 Cr1,155,800
↑ 200,725
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹140 Cr1,135,593
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹76 Cr99,201
↑ 24,399
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹70 Cr885,294
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
5%₹67 Cr188,623
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG
4%₹61 Cr299,282
↓ -132,094
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹58 Cr397,378
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
4%₹54 Cr7,028,032
↑ 291,336
Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 532134
4%₹53 Cr2,143,196

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.

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 CAGR/Annualized return of 12.7% 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% .

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 (12 Nov 24) ₹83.4734 ↓ -0.65   (-0.77 %)
Net Assets (Cr) ₹7,130 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.5
Information Ratio -1.14
Alpha Ratio 0.14
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,160
31 Oct 21₹15,007
31 Oct 22₹15,183
31 Oct 23₹16,522
31 Oct 24₹22,923

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 ₹470,047.
Net Profit of ₹170,047
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 12 Nov 24

DurationReturns
1 Month -4.1%
3 Month -0.6%
6 Month 11.6%
1 Year 32%
3 Year 13.2%
5 Year 17.9%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath1 Jul 240.34 Yr.
Ashish Aggarwal1 Jan 222.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.34%
Consumer Cyclical18.95%
Industrials14.91%
Health Care9.33%
Technology6.66%
Energy5.95%
Communication Services5.53%
Consumer Defensive5.43%
Basic Materials5%
Utility2.73%
Real Estate2.22%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.07%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹325 Cr1,875,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹283 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹236 Cr800,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹190 Cr6,943,496
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹181 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹169 Cr900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹154 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹153 Cr415,000
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹140 Cr633,828
↑ 633,828
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹134 Cr1,220,000

8. Sundaram Diversified Equity Fund

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 CAGR/Annualized return of 16.1% since its launch.  Ranked 14 in ELSS category.  Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (12 Nov 24) ₹210.636 ↓ -1.85   (-0.87 %)
Net Assets (Cr) ₹1,674 on 30 Sep 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.97
Information Ratio -0.92
Alpha Ratio -5.43
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,247
31 Oct 21₹14,521
31 Oct 22₹15,365
31 Oct 23₹16,513
31 Oct 24₹20,878

Sundaram Diversified Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Sundaram Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Nov 24

DurationReturns
1 Month -4.3%
3 Month -1.7%
6 Month 8.5%
1 Year 22.4%
3 Year 11.1%
5 Year 15.5%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia1 Jan 222.84 Yr.
Rohit Seksaria24 Feb 213.69 Yr.

Data below for Sundaram Diversified Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services32.42%
Industrials13.21%
Consumer Defensive10.18%
Consumer Cyclical8.55%
Technology8.28%
Health Care6.9%
Energy6.15%
Basic Materials4.94%
Communication Services4.89%
Utility0.71%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹133 Cr767,171
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹112 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
5%₹84 Cr283,000
↓ -37,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹68 Cr364,000
↓ -27,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹58 Cr156,446
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹52 Cr304,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹52 Cr419,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹49 Cr114,734
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹45 Cr235,000
↓ -91,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹43 Cr545,000

SIP રોકાણ કેવી રીતે વધે છે?

તમારા કેવી રીતે જાણવા માંગો છોSIP રોકાણ જો તમે ચોક્કસ સમયગાળા માટે માસિક ચોક્કસ રકમનું રોકાણ કરશો તો વૃદ્ધિ થશે? અમે તમને એક ઉદાહરણ સાથે સમજાવીશું.

SIP કેલ્ક્યુલેટર અથવા SIP રીટર્ન કેલ્ક્યુલેટર

SIP કેલ્ક્યુલેટર સામાન્ય રીતે ઇનપુટ લે છે જેમ કે SIP રોકાણની રકમ (ધ્યેય), જે રોકાણ કરવા માગે છે, રોકાણના વર્ષોની સંખ્યા, અપેક્ષિતફુગાવો દરો (એકને આ માટે એકાઉન્ટ કરવાની જરૂર છે!) અને અપેક્ષિત વળતર. આથી, કોઈ લક્ષ્ય હાંસલ કરવા માટે જરૂરી SIP વળતરની ગણતરી કરી શકે છે!

ધારો કે, જો તમે 10 રૂપિયાનું રોકાણ કરો છો,000 10 વર્ષ માટે, જુઓ કે તમારું SIP રોકાણ કેવી રીતે વધે છે-

માસિક રોકાણ: INR 10,000

રોકાણનો સમયગાળો: 10 વર્ષ

રોકાણ કરેલ કુલ રકમ: INR 12,00,000

લાંબા ગાળાનો વિકાસ દર (અંદાજે): 15%

મુજબ અપેક્ષિત વળતરસિપ કેલ્ક્યુલેટર: INR 27,86,573

ચોખ્ખો નફો: INR 15,86,573 (સંપૂર્ણ વળતર= 132.2%)

ઉપરોક્ત ગણતરીઓ દર્શાવે છે કે જો તમે 10 વર્ષ માટે માસિક INR 10,000 નું રોકાણ કરો છો (કુલ INR12,00,000) તમે કમાશોINR 27,86,573, જેનો અર્થ છે કે તમે જે ચોખ્ખો નફો કરો છોINR 15,86,573. શું તે મહાન નથી!

સુંદરમ એએમસી ફંડમાં ઑનલાઇન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

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    શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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