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2022 के लिए 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
सुंदरम म्यूचुअल फंड ऑफ़र करता हैश्रेणी इक्विटी, ऋण और में उत्पादों कीलिक्विड फंड रिक्त स्थान जो कई प्रकार के जोखिम, प्रतिलाभ और . को पूरा करते हैंलिक्विडिटी निवेशकों की प्राथमिकताएं। फंड हाउस की एक मजबूत शोध टीम है जो बीच में 'कल के विजेताओं' की पहचान करने में ट्रैक रिकॉर्ड रखती हैछोटी टोपी खंड। और, नियत के लिएआय फंड, टीम जोर पोर्टफोलियो की क्रेडिट गुणवत्ता पर है।
सुंदरमम्यूचुअल फंड हमेशा अभिनव रहा है और कैपेक्स जैसे नए विषयों में फंड लॉन्च करने वाला पहला व्यक्ति था,मध्यम दर्जे की कंपनियों के शेयर, लीडरशिप, रूरल इंडिया और माइक्रो कैप सीरीज ऑफ फंड्स। निवेशक अपनी योजना बना सकते हैंवित्तीय लक्ष्यों और सुंदरम द्वारा दी जाने वाली योजनाओं में निवेश करें।इक्विटी फ़ंड लंबी अवधि के निवेश लक्ष्यों के लिए चुना जा सकता है, जबकिडेट फंड अल्पावधि के लिए आदर्श हैंआय.
आप नीचे सूचीबद्ध शीर्ष 10 सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं। इन शीर्ष प्रदर्शन करने वाली योजनाओं को एयूएम, जैसे महत्वपूर्ण मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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सुंदरम म्यूचुअल फंड में निवेश क्यों?
फंड हाउस इक्विटी, डेट और लिक्विड फंड श्रेणी में कई तरह की योजनाएं पेश करता है। निवेशक प्रत्येक योजना के जोखिम-वापसी संबंध पर विचार करने के बाद अपनी सुविधा के आधार पर योजनाओं का चयन कर सकते हैं।
यह म्यूचुअल फंड कंपनी इनोवेटिव प्रोडक्ट लॉन्च करने के लिए जानी जाती है। यह ग्रामीण भारत, नेतृत्व, माइक्रो कैप सीरीज ऑफ फंड्स, और कई नए विषयों में योजनाएं शुरू करने वाला पहला फंड हाउस है।
कंपनी के पास पोर्टफोलियो प्रबंधन सेवाओं (पीएमएस) में विशेषज्ञता वाला एक प्रभाग है जो उच्च स्तर की जरूरतों को पूरा करता हैनिवल मूल्य व्यक्तियों।
यह सभी व्यावसायिक व्यवहारों में उच्चतम स्तर की नैतिक प्रथाओं को प्राप्त करने का प्रयास करता है जिससे हितधारक के मूल्य में वृद्धि होती है।
सर्वश्रेष्ठ सुंदरम म्यूचुअल फंड योजनाएं
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) Sundaram Rural and Consumption Fund Growth ₹89.1983
↓ -0.94 ₹1,518 5,000 100 -5.7 -8.7 10.2 16.8 14.6 12.4 20.1 Sundaram Mid Cap Fund Growth ₹1,190.03
↓ -14.40 ₹11,638 5,000 100 -9.6 -12.4 8.8 20.8 19 23.6 32 Sundaram Debt Oriented Hybrid Fund Growth ₹28.4766
↓ -0.05 ₹27 5,000 250 -0.1 0.3 5.2 6.5 7.7 7.2 8 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Banking & PSU Debt Fund Growth ₹41.5678
↑ 0.01 ₹337 100,000 250 1.7 3.7 7.8 6 5.6 7.3 8 Sundaram Corporate Bond Fund Growth ₹38.7495
↓ 0.00 ₹712 5,000 250 1.6 3.6 7.7 6.1 6.2 7 8 Sundaram Large and Mid Cap Fund Growth ₹75.6851
↓ -0.64 ₹6,470 5,000 100 -8.1 -11.9 5.3 12.3 14.7 11.9 21.1 Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 5,000 250 1 1.9 5.3 1.9 3.8 5.4 Sundaram Diversified Equity Fund Growth ₹199.71
↓ -1.25 ₹1,468 500 250 -3.2 -8.2 4.1 11.5 13.7 15.7 12 Sundaram Money Fund Growth ₹44.1929
↑ 0.00 ₹3,144 1,000 1,000 0.8 1.7 3.3 4.7 5.6 7.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25
(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 (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 (Erstwhile Sundaram Monthly Income Plan - Aggressive Fund) To generate regular income through investment in fixed
income securities. The secondary objective is to generate
long term capital appreciation by investing a portion of the
schemes assets in equity and equity related instruments Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Debt Oriented Hybrid 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 To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Banking & PSU Debt Fund Returns up to 1 year are on (Erstwhile Sundaram Flexible Fund-Flexible Income Plan) To generate reasonable returns by creating a portfolio
comprising substantially of fixed income instruments and
money market instruments by keeping the interest rate risk
of the fund low. Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Corporate Bond 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 (Erstwhile Sundaram Income Plus Fund) To obtain high yields by investing in fixed income securities.
Capital appreciation is secondary objective when
consistent with its primary objective. Sundaram Short Term Credit Risk Fund is a Debt - Credit Risk fund was launched on 31 Jul 02. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Short Term Credit Risk 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 To provide a level of income consistent with the
preservation of capital, liquidity and lower level of risk,
through investments made primarily in money market and
debt securities. The aim is to optimize returns while
providing liquidity. Sundaram Money Fund is a Debt - Liquid Fund fund was launched on 12 Dec 05. It is a fund with Low risk and has given a Below is the key information for Sundaram Money Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (21 Feb 25) ₹89.1983 ↓ -0.94 (-1.04 %) Net Assets (Cr) ₹1,518 on 31 Jan 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.63 Information Ratio -0.03 Alpha Ratio 0.8 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,565 31 Jan 22 ₹12,885 31 Jan 23 ₹13,705 31 Jan 24 ₹18,158 31 Jan 25 ₹21,252 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -3.1% 3 Month -5.7% 6 Month -8.7% 1 Year 10.2% 3 Year 16.8% 5 Year 14.6% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.09 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.84% Consumer Defensive 31.91% Communication Services 11.79% Health Care 2.89% Financial Services 2.6% Real Estate 1.67% Basic Materials 1.39% Asset Allocation
Asset Class Value Cash 3.91% Equity 96.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL9% ₹149 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹145 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹105 Cr 350,492 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹99 Cr 303,263 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹83 Cr 3,000,962 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹81 Cr 350,212 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR5% ₹74 Cr 453,496 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹73 Cr 67,306 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹64 Cr 837,090 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹64 Cr 245,560 2. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.6% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (21 Feb 25) ₹1,190.03 ↓ -14.40 (-1.20 %) Net Assets (Cr) ₹11,638 on 31 Jan 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.73 Information Ratio 0.2 Alpha Ratio 5.98 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,656 31 Jan 22 ₹14,416 31 Jan 23 ₹14,878 31 Jan 24 ₹22,096 31 Jan 25 ₹26,124 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -6.5% 3 Month -9.6% 6 Month -12.4% 1 Year 8.8% 3 Year 20.8% 5 Year 19% 10 Year 15 Year Since launch 23.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.94 Yr. Ratish Varier 24 Feb 21 3.94 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 19.29% Consumer Cyclical 18.76% Industrials 15.94% Health Care 11.01% Basic Materials 8.84% Technology 6.63% Consumer Defensive 3.71% Real Estate 3.39% Communication Services 3.14% Utility 1.99% Energy 1.57% Asset Allocation
Asset Class Value Cash 5.73% Equity 94.27% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹461 Cr 6,016,821
↓ -74,341 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹404 Cr 1,233,900
↑ 4,682 Sundaram Liquid Dir Gr
Investment Fund | -3% ₹402 Cr 1,789,035
↑ 439,026 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹385 Cr 19,247,362
↓ -764,035 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹356 Cr 500,408
↓ -17,368 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹328 Cr 1,747,182 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002573% ₹327 Cr 1,388,200 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY3% ₹321 Cr 1,389,543 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹313 Cr 484,892 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹286 Cr 3,977,349
↓ -566,282 3. Sundaram Debt Oriented Hybrid Fund
CAGR/Annualized return of 7.2% since its launch. Ranked 8 in Hybrid Debt category. Return for 2024 was 8% , 2023 was 9.2% and 2022 was 2.8% . Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (21 Feb 25) ₹28.4766 ↓ -0.05 (-0.18 %) Net Assets (Cr) ₹27 on 31 Jan 25 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.01 Information Ratio -1.02 Alpha Ratio -2.56 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,639 31 Jan 22 ₹12,165 31 Jan 23 ₹12,482 31 Jan 24 ₹13,788 31 Jan 25 ₹14,742 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -0.2% 3 Month -0.1% 6 Month 0.3% 1 Year 5.2% 3 Year 6.5% 5 Year 7.7% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 8% 2022 9.2% 2021 2.8% 2020 14.5% 2019 7.3% 2018 0.9% 2017 -1.2% 2016 12.1% 2015 9.9% 2014 8.7% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Dwijendra Srivastava 1 Jun 12 12.68 Yr. S. Bharath 16 May 22 2.72 Yr. Sandeep Agarwal 30 Sep 12 12.35 Yr. Ashish Aggarwal 1 Jan 22 3.09 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 37.57% Equity 20.74% Debt 41.38% Other 0.31% Equity Sector Allocation
Sector Value Financial Services 6.76% Technology 2.5% Consumer Defensive 2.12% Energy 1.88% Consumer Cyclical 1.8% Communication Services 1.58% Basic Materials 1.28% Health Care 1.13% Industrials 0.77% Debt Sector Allocation
Sector Value Government 41.38% Cash Equivalent 37.57% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -22% ₹6 Cr 600,000 7.3% Govt Stock 2053
Sovereign Bonds | -19% ₹5 Cr 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK3% ₹1 Cr 4,250 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK2% ₹1 Cr 4,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL1% ₹0 Cr 2,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE1% ₹0 Cr 3,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,750 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH1% ₹0 Cr 1,848 POWERGRID Infrastructure Investment Trust Units
Equity, Since 15 Mar 24 | -1% ₹0 Cr 30,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 19 | LT1% ₹0 Cr 600 4. 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) Sub Cat. Focused Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹11,004 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 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 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 5. Sundaram Banking & PSU Debt Fund
CAGR/Annualized return of 7.3% since its launch. Ranked 51 in Banking & PSU Debt category. Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3% . Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (21 Feb 25) ₹41.5678 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹337 on 31 Jan 25 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.34 Sharpe Ratio 1.37 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.28% Effective Maturity 4 Years 5 Months 4 Days Modified Duration 3 Years 2 Months 16 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,699 31 Jan 22 ₹11,018 31 Jan 23 ₹11,379 31 Jan 24 ₹12,181 31 Jan 25 ₹13,157 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.7% 1 Year 7.8% 3 Year 6% 5 Year 5.6% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 8% 2022 6.8% 2021 3% 2020 2.9% 2019 7.6% 2018 10.1% 2017 6.1% 2016 6.2% 2015 7.9% 2014 8.5% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Dwijendra Srivastava 27 Jul 10 14.53 Yr. Sandeep Agarwal 16 May 22 2.72 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 11.39% Debt 88.24% Other 0.37% Debt Sector Allocation
Sector Value Corporate 47.64% Government 40.6% Cash Equivalent 11.39% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -9% ₹31 Cr 3,000,000
↓ -200,000 Indian Oil Corporation Limited
Debentures | -9% ₹30 Cr 300 HDFC Bank Limited
Debentures | -7% ₹25 Cr 2,500 Rural Electrification Corporation Limited
Debentures | -7% ₹25 Cr 250 National Housing Bank
Debentures | -6% ₹20 Cr 2,000 Small Industries Development Bank Of India
Debentures | -6% ₹20 Cr 200 Power Finance Corporation Limited
Debentures | -6% ₹20 Cr 200 National Bank For Agriculture And Rural Development
Debentures | -4% ₹15 Cr 1,500
↑ 1,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹15 Cr 150 Indian Railway Finance Corporation Limited
Debentures | -4% ₹15 Cr 1,500 6. Sundaram Corporate Bond Fund
CAGR/Annualized return of 7% since its launch. Ranked 15 in Corporate Bond category. Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.7% . Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (21 Feb 25) ₹38.7495 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹712 on 31 Jan 25 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.51 Sharpe Ratio 1.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.32% Effective Maturity 5 Years 7 Months 5 Days Modified Duration 3 Years 9 Months 4 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,962 31 Jan 22 ₹11,415 31 Jan 23 ₹11,861 31 Jan 24 ₹12,617 31 Jan 25 ₹13,627 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month 0.6% 3 Month 1.6% 6 Month 3.6% 1 Year 7.7% 3 Year 6.1% 5 Year 6.2% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2023 8% 2022 6.3% 2021 3.7% 2020 3.5% 2019 11% 2018 11.3% 2017 4.8% 2016 5.4% 2015 11.7% 2014 8.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Dwijendra Srivastava 31 Jul 10 14.52 Yr. Sandeep Agarwal 1 Jun 12 12.68 Yr. Data below for Sundaram Corporate Bond Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 8.58% Debt 91.02% Other 0.4% Debt Sector Allocation
Sector Value Corporate 52.86% Government 38.16% Cash Equivalent 8.58% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -11% ₹75 Cr 7,400,000
↓ -600,000 Small Industries Development Bank Of India
Debentures | -7% ₹51 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -6% ₹40 Cr 4,000 National Housing Bank
Debentures | -6% ₹40 Cr 4,000 LIC Housing Finance Limited
Debentures | -4% ₹30 Cr 300 Power Finance Corporation Ltd.
Debentures | -4% ₹25 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 HDFC Bank Limited
Debentures | -4% ₹25 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500
↑ 2,500 Rural Electrification Corporation Limited
Debentures | -4% ₹25 Cr 2,500 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 30 in Large & Mid Cap category. Return for 2024 was 21.1% , 2023 was 26.8% and 2022 was -1.3% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (21 Feb 25) ₹75.6851 ↓ -0.64 (-0.84 %) Net Assets (Cr) ₹6,470 on 31 Jan 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.49 Information Ratio -1.14 Alpha Ratio 2 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,529 31 Jan 22 ₹14,761 31 Jan 23 ₹14,427 31 Jan 24 ₹18,873 31 Jan 25 ₹21,336 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -4.7% 3 Month -8.1% 6 Month -11.9% 1 Year 5.3% 3 Year 12.3% 5 Year 14.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 3.5% Fund Manager information for Sundaram Large and Mid Cap Fund
Name Since Tenure S. Bharath 1 Jul 24 0.59 Yr. Ashish Aggarwal 1 Jan 22 3.09 Yr. Data below for Sundaram Large and Mid Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 21.94% Consumer Cyclical 16.89% Industrials 13.5% Health Care 10.19% Technology 7.37% Communication Services 5.92% Energy 5.4% Consumer Defensive 4.8% Basic Materials 3.94% Real Estate 2.68% Utility 2.31% Asset Allocation
Asset Class Value Cash 5.04% Equity 94.95% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹344 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹285 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹210 Cr 1,725,000
↑ 125,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹193 Cr 6,943,496 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹188 Cr 1,000,000
↑ 30,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹183 Cr 2,300,000 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹150 Cr 667,871
↓ -3,316 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% ₹143 Cr 900,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 22 | PERSISTENT2% ₹129 Cr 200,000
↓ -7,000 8. Sundaram Short Term Credit Risk Fund
CAGR/Annualized return of 5.4% since its launch. Ranked 57 in Credit Risk category. . Sundaram Short Term Credit Risk Fund
Growth Launch Date 31 Jul 02 NAV (29 Dec 20) ₹26.352 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹116 on 30 Nov 20 Category Debt - Credit Risk AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.32 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 3.6% Effective Maturity 1 Year 2 Months 16 Days Modified Duration 11 Months 8 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 14 in ELSS category. Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (21 Feb 25) ₹199.71 ↓ -1.25 (-0.62 %) Net Assets (Cr) ₹1,468 on 31 Jan 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 0.27 Information Ratio -0.79 Alpha Ratio -0.16 Min Investment 500 Min SIP Investment 250 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,687 31 Jan 22 ₹14,232 31 Jan 23 ₹14,626 31 Jan 24 ₹18,107 31 Jan 25 ₹19,849 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month -1.8% 3 Month -3.2% 6 Month -8.2% 1 Year 4.1% 3 Year 11.5% 5 Year 13.7% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 12% 2022 23.3% 2021 4% 2020 31.5% 2019 9.9% 2018 6.2% 2017 -10.6% 2016 38.4% 2015 6.8% 2014 3.1% Fund Manager information for Sundaram Diversified Equity Fund
Name Since Tenure Sudhir Kedia 1 Jan 22 3.09 Yr. Rohit Seksaria 24 Feb 21 3.94 Yr. Data below for Sundaram Diversified Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 32.25% Industrials 12.11% Consumer Cyclical 10% Technology 9.45% Health Care 8.6% Consumer Defensive 6.4% Communication Services 5.82% Energy 5.34% Basic Materials 5.23% Utility 1.45% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹124 Cr 698,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹113 Cr 883,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹68 Cr 364,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE4% ₹61 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹56 Cr 156,446 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹48 Cr 304,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹47 Cr 114,734 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹45 Cr 419,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹44 Cr 235,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹43 Cr 545,000 10. Sundaram Money Fund
CAGR/Annualized return of 7.2% since its launch. Ranked 31 in Liquid Fund category. . Sundaram Money Fund
Growth Launch Date 12 Dec 05 NAV (31 Dec 21) ₹44.1929 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹3,144 on 30 Nov 21 Category Debt - Liquid Fund AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Low Expense Ratio 0.26 Sharpe Ratio -3.87 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 3.5% Effective Maturity 1 Month 2 Days Modified Duration 1 Month 2 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹10,398 Returns for Sundaram Money Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 25 Duration Returns 1 Month 0.3% 3 Month 0.8% 6 Month 1.7% 1 Year 3.3% 3 Year 4.7% 5 Year 5.6% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Sundaram Money Fund
Name Since Tenure Data below for Sundaram Money Fund as on 30 Nov 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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