+91-22-48913909
Table of Contents
बेस्ट सुंदरम एसआईपी म्यूचुअल फंड 2022
सिप या व्यवस्थितनिवेश योजना की एक विधि हैम्यूचुअल फंड में निवेश छोटी राशि के माध्यम से योजनाएं। यहाँ, के बजायनिवेश एक बार में बहुत सारा पैसा, आप नियमित रूप से, हर महीने या तिमाही में निवेश कर सकते हैं। यह दीर्घकालिक बचत की आदत बनाने का एक शानदार तरीका है।
SIP से आप अपनी लंबी अवधि की योजना बना सकते हैंवित्तीय लक्ष्यों पसंदनिवृत्ति, शादी, घर/कार की खरीद आदि। सुंदरम एसआईपी फंड में, आप लंबी अवधि में INR 250 जितनी कम राशि का निवेश कर सकते हैं और इन लक्ष्यों को प्राप्त कर सकते हैं।
सुंदरम एसआईपी में निवेश क्यों करें?
कुछ केनिवेश के लाभ एक एसआईपी में हैं:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबे समय तक बचत करने की आदत
- समय की आवश्यकता नहीं हैमंडी
- वहनीय और सुविधाजनक
निवेशक योजना बना रहे हैंSIP में निवेश करें, यहां कुछ बेहतरीन सुंदरम एसआईपी हैं:म्यूचुअल फंड्स 2022 के लिए। इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न इत्यादि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।
Talk to our investment specialist
इक्विटी के लिए सुंदरम म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी फंड
(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 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 (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 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 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 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 ₹1,240.35
↑ 8.99 ₹10,451 100 -9.6 -13.4 13.4 21.8 30.3 32 Sundaram Infrastructure Advantage Fund Growth ₹85.9668
↑ 0.69 ₹804 100 -7.8 -14.2 5.8 20.8 32.1 23.8 Sundaram Financial Services Opportunities Fund Growth ₹95.6014
↑ 1.11 ₹1,325 100 0.8 -7.3 9.6 19.3 24.3 7.1 Sundaram Rural and Consumption Fund Growth ₹89.1224
↑ 0.51 ₹1,398 100 -8.7 -16.2 10.4 17.7 23.1 20.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Small Cap Fund Growth ₹224.363
↑ 1.77 ₹2,763 100 -13.2 -17.1 3.5 16.3 33.4 19.1 Sundaram Large and Mid Cap Fund Growth ₹78.9636
↑ 0.59 ₹5,861 100 -7.4 -11.9 9.2 13.9 25.2 21.1 Sundaram Diversified Equity Fund Growth ₹204.681
↑ 1.36 ₹1,362 250 -4.1 -10.7 6.2 12.6 23.5 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 25 संपत्ति>= 100 करोड़ पर छाँटा गया3 सालसीएजीआर रिटर्न.1. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.7% 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 (27 Mar 25) ₹1,240.35 ↑ 8.99 (0.73 %) Net Assets (Cr) ₹10,451 on 28 Feb 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.05 Information Ratio -0.12 Alpha Ratio 4.15 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,188 28 Feb 22 ₹14,328 28 Feb 23 ₹15,254 29 Feb 24 ₹23,173 28 Feb 25 ₹24,152 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 6.6% 3 Month -9.6% 6 Month -13.4% 1 Year 13.4% 3 Year 21.8% 5 Year 30.3% 10 Year 15 Year Since launch 23.7% 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 4.02 Yr. Ratish Varier 24 Feb 21 4.02 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 19.52% Consumer Cyclical 18.4% Industrials 15.29% Health Care 11.03% Basic Materials 9.99% Technology 6.45% Real Estate 3.43% Consumer Defensive 3.4% Communication Services 3.32% Utility 2.1% Energy 1.7% Asset Allocation
Asset Class Value Cash 5.37% Equity 94.63% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,261,598
↑ 27,698 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹360 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹316 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹303 Cr 6,016,821 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT3% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹281 Cr 1,350,321
↓ -37,879 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹272 Cr 4,897,146
↑ 338,790 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹252 Cr 1,389,543 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002512% ₹250 Cr 434,230
↓ -66,178 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹248 Cr 3,879,249
↓ -98,100 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 11.7% since its launch. Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (27 Mar 25) ₹85.9668 ↑ 0.69 (0.81 %) Net Assets (Cr) ₹804 on 28 Feb 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio -0.49 Information Ratio -0.12 Alpha Ratio 1.68 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,743 28 Feb 22 ₹15,620 28 Feb 23 ₹16,758 29 Feb 24 ₹25,993 28 Feb 25 ₹25,060 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 9.1% 3 Month -7.8% 6 Month -14.2% 1 Year 5.8% 3 Year 20.8% 5 Year 32.1% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 4.8% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 4.61 Yr. Ashish Aggarwal 1 Jan 22 3.16 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 40.48% Energy 10.9% Utility 10.5% Communication Services 10.2% Basic Materials 8.58% Consumer Cyclical 4.92% Financial Services 4.53% Real Estate 2.74% Technology 1.36% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹73 Cr 205,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹70 Cr 550,000
↑ 95,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹68 Cr 417,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹43 Cr 1,340,000
↓ -30,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹37 Cr 32,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹23 Cr 750,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹19 Cr 650,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹18 Cr 145,000
↑ 7,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹17 Cr 94,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹16 Cr 25,000
↓ -3,500 3. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 23 in Sectoral category. Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (27 Mar 25) ₹95.6014 ↑ 1.11 (1.17 %) Net Assets (Cr) ₹1,325 on 28 Feb 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio -0.27 Information Ratio 0.86 Alpha Ratio -10.88 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,026 28 Feb 22 ₹12,589 28 Feb 23 ₹14,020 29 Feb 24 ₹19,279 28 Feb 25 ₹19,839 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 5.7% 3 Month 0.8% 6 Month -7.3% 1 Year 9.6% 3 Year 19.3% 5 Year 24.3% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -9% Fund Manager information for Sundaram Financial Services Opportunities Fund
Name Since Tenure Rohit Seksaria 30 Dec 17 7.17 Yr. Ashish Aggarwal 1 Jan 22 3.16 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 94.39% Asset Allocation
Asset Class Value Cash 3.59% Equity 95.37% Debt 1.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK17% ₹235 Cr 1,382,396
↑ 231,295 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹167 Cr 1,329,089
↓ -223,064 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹124 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹68 Cr 885,294 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK4% ₹60 Cr 601,270 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000344% ₹58 Cr 73,340
↓ -50,907 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹56 Cr 1,036,445
↑ 296,240 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹54 Cr 14,970,926
↑ 403,694 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹52 Cr 1,694,369
↑ 47,184 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹51 Cr 576,674
↑ 6,204 4. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.3% 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 (27 Mar 25) ₹89.1224 ↑ 0.51 (0.57 %) Net Assets (Cr) ₹1,398 on 28 Feb 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.08 Information Ratio 0.02 Alpha Ratio 2.03 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,448 28 Feb 22 ₹13,007 28 Feb 23 ₹13,929 29 Feb 24 ₹18,860 28 Feb 25 ₹20,135 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 0.3% 3 Month -8.7% 6 Month -16.2% 1 Year 10.4% 3 Year 17.7% 5 Year 23.1% 10 Year 15 Year Since launch 12.3% 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 3.16 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.4% Consumer Defensive 32.21% Communication Services 12.27% Health Care 2.81% Financial Services 2.64% Real Estate 1.64% Basic Materials 1.46% Asset Allocation
Asset Class Value Cash 3.57% Equity 96.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹153 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹134 Cr 2,991,251 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN7% ₹106 Cr 303,263 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹105 Cr 350,492 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹86 Cr 350,212 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹83 Cr 67,306 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433204% ₹66 Cr 3,000,962 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹65 Cr 453,496 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹59 Cr 245,560 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹50 Cr 86,291
↑ 9,192 5. 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,262 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 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 6. Sundaram Small Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Mar 25) ₹224.363 ↑ 1.77 (0.80 %) Net Assets (Cr) ₹2,763 on 28 Feb 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.55 Information Ratio -0.3 Alpha Ratio -1.92 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,034 28 Feb 22 ₹17,480 28 Feb 23 ₹18,441 29 Feb 24 ₹28,128 28 Feb 25 ₹26,498 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 5.1% 3 Month -13.2% 6 Month -17.1% 1 Year 3.5% 3 Year 16.3% 5 Year 33.4% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 20.93% Financial Services 17.7% Consumer Cyclical 17.05% Basic Materials 10.1% Health Care 8.7% Technology 4.98% Consumer Defensive 4.76% Communication Services 3.4% Real Estate 3.37% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹87 Cr 361,386
↓ -26,454 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹86 Cr 1,754,705
↑ 64,033 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 490,718 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹73 Cr 483,211
↓ -31,978 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹73 Cr 2,082,801 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,031,166 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹68 Cr 18,825,767 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR2% ₹67 Cr 161,159 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹67 Cr 759,818
↑ 40,374 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹66 Cr 936,780 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.1% 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 (27 Mar 25) ₹78.9636 ↑ 0.59 (0.76 %) Net Assets (Cr) ₹5,861 on 28 Feb 25 Category Equity - Large & Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.3 Information Ratio -1.3 Alpha Ratio 0.12 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,063 28 Feb 22 ₹14,629 28 Feb 23 ₹14,702 29 Feb 24 ₹19,897 28 Feb 25 ₹20,035 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 6.7% 3 Month -7.4% 6 Month -11.9% 1 Year 9.2% 3 Year 13.9% 5 Year 25.2% 10 Year 15 Year Since launch 12.1% 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 0.67 Yr. Ashish Aggarwal 1 Jan 22 3.16 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 23.3% Consumer Cyclical 16.44% Industrials 12.24% Health Care 9.93% Technology 7.5% Energy 6.53% Communication Services 5.74% Consumer Defensive 5.14% Basic Materials 4.8% Real Estate 2.54% Utility 2.39% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹330 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹279 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹254 Cr 2,010,000
↑ 285,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹188 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹178 Cr 2,300,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹153 Cr 6,943,496 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹148 Cr 415,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹146 Cr 900,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹129 Cr 680,000
↑ 46,157 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JUBLFOOD2% ₹118 Cr 1,675,000
↑ 285,573 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.8% 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 (27 Mar 25) ₹204.681 ↑ 1.36 (0.67 %) Net Assets (Cr) ₹1,362 on 28 Feb 25 Category Equity - ELSS AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio -0.41 Information Ratio -0.6 Alpha Ratio -0.35 Min Investment 500 Min SIP Investment 250 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,253 28 Feb 22 ₹14,354 28 Feb 23 ₹15,094 29 Feb 24 ₹19,407 28 Feb 25 ₹19,496 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 25 Duration Returns 1 Month 4.2% 3 Month -4.1% 6 Month -10.7% 1 Year 6.2% 3 Year 12.6% 5 Year 23.5% 10 Year 15 Year Since launch 15.8% 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 3.16 Yr. Rohit Seksaria 24 Feb 21 4.02 Yr. Data below for Sundaram Diversified Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 32.12% Industrials 12.55% Consumer Cyclical 10.1% Technology 9.46% Consumer Defensive 7.23% Health Care 7.01% Communication Services 5.72% Energy 5.64% Basic Materials 5.22% Utility 1.44% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹123 Cr 724,000
↑ 26,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹111 Cr 883,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹68 Cr 364,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE4% ₹64 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% ₹49 Cr 304,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹47 Cr 114,734 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹42 Cr 545,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹41 Cr 419,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 5325383% ₹37 Cr 32,000
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
सुंदरम एएमसी फंड में ऑनलाइन निवेश कैसे करें?
Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।
अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें
Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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.
©2025 Shepard Technologies Private Limited. All Rights Reserved