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ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು 2022 | ಫಿನ್ಕಾಶ್

ಫಿನ್ಕಾಶ್ »ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ »ಅತ್ಯುತ್ತಮ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

2022 ರ 10 ಅತ್ಯುತ್ತಮ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Updated on December 22, 2024 , 5910 views

ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ನೀಡುತ್ತದೆ aಶ್ರೇಣಿ ಇಕ್ವಿಟಿಯಲ್ಲಿ ಉತ್ಪನ್ನಗಳ, ಸಾಲ ಮತ್ತುದ್ರವ ನಿಧಿಗಳು ಅಪಾಯದ ವ್ಯಾಪ್ತಿಯನ್ನು ಪೂರೈಸುವ ಸ್ಥಳಗಳು, ಹಿಂತಿರುಗುವಿಕೆ ಮತ್ತುದ್ರವ್ಯತೆ ಹೂಡಿಕೆದಾರರ ಆದ್ಯತೆಗಳು. ಫಂಡ್ ಹೌಸ್ ಪ್ರಬಲ ಸಂಶೋಧನಾ ತಂಡವನ್ನು ಹೊಂದಿದೆ ಅದು ಮಧ್ಯದಲ್ಲಿ 'ನಾಳಿನ ವಿಜೇತರನ್ನು' ಗುರುತಿಸುವಲ್ಲಿ ದಾಖಲೆಯನ್ನು ಇರಿಸುತ್ತದೆ ಮತ್ತುಸಣ್ಣ ಕ್ಯಾಪ್ ವಿಭಾಗ. ಮತ್ತು, ಸ್ಥಿರಕ್ಕಾಗಿಆದಾಯ ನಿಧಿಗಳು, ಪೋರ್ಟ್‌ಫೋಲಿಯೊದ ಕ್ರೆಡಿಟ್ ಗುಣಮಟ್ಟಕ್ಕೆ ತಂಡದ ಒತ್ತು.

ಸುಂದರಂಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯಾವಾಗಲೂ ನವೀನವಾಗಿದೆ ಮತ್ತು ಕ್ಯಾಪೆಕ್ಸ್‌ನಂತಹ ಹೊಸ ಥೀಮ್‌ಗಳಲ್ಲಿ ಫಂಡ್‌ಗಳನ್ನು ಪ್ರಾರಂಭಿಸಲು ಮೊದಲಿಗರಾಗಿದ್ದರು,ಮಿಡ್ ಕ್ಯಾಪ್, ನಾಯಕತ್ವ, ಗ್ರಾಮೀಣ ಭಾರತ ಮತ್ತು ಮೈಕ್ರೋ ಕ್ಯಾಪ್ ಸರಣಿ ನಿಧಿಗಳು. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಯೋಜನೆ ಮಾಡಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಮತ್ತು ಸುಂದರಂ ನೀಡುವ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ.ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆ ಗುರಿಗಳಿಗಾಗಿ ಆಯ್ಕೆ ಮಾಡಬಹುದು, ಆದರೆಸಾಲ ನಿಧಿ ಅಲ್ಪಾವಧಿಗೆ ಸೂಕ್ತವಾಗಿದೆಗಳಿಕೆ.

ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಿಂದ ನೀವು ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು. AUM ನಂತಹ ಪ್ರಮುಖ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಉನ್ನತ ಕಾರ್ಯಕ್ಷಮತೆಯ ಯೋಜನೆಗಳನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.

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sundaram

ಸುಂದರಂ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

  • ಫಂಡ್ ಹೌಸ್ ಈಕ್ವಿಟಿ, ಸಾಲ ಮತ್ತು ಲಿಕ್ವಿಡ್ ಫಂಡ್‌ಗಳ ವರ್ಗದಲ್ಲಿ ವ್ಯಾಪಕ ಶ್ರೇಣಿಯ ಯೋಜನೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಪ್ರತಿ ಯೋಜನೆಯ ರಿಸ್ಕ್-ರಿಟರ್ನ್ ಸಂಬಂಧವನ್ನು ಪರಿಗಣಿಸಿದ ನಂತರ ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಅನುಕೂಲತೆಯ ಆಧಾರದ ಮೇಲೆ ಯೋಜನೆಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.

  • ಈ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಂಪನಿಯು ನವೀನ ಉತ್ಪನ್ನಗಳನ್ನು ಬಿಡುಗಡೆ ಮಾಡಲು ಹೆಸರುವಾಸಿಯಾಗಿದೆ. ರೂರಲ್ ಇಂಡಿಯಾ, ಲೀಡರ್‌ಶಿಪ್, ಮೈಕ್ರೋ ಕ್ಯಾಪ್ ಸೀರೀಸ್ ಆಫ್ ಫಂಡ್‌ಗಳು ಮತ್ತು ಅನೇಕ ಹೊಸ ಥೀಮ್‌ಗಳಲ್ಲಿ ಯೋಜನೆಗಳನ್ನು ಪ್ರಾರಂಭಿಸುವ ಮೊದಲ ಫಂಡ್ ಹೌಸ್ ಇದಾಗಿದೆ.

  • ಕಂಪನಿಯು ಹೆಚ್ಚಿನದನ್ನು ಪೂರೈಸಲು ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಮ್ಯಾನೇಜ್‌ಮೆಂಟ್ ಸೇವೆಗಳಲ್ಲಿ (PMS) ಪರಿಣತಿ ಹೊಂದಿರುವ ವಿಭಾಗವನ್ನು ಹೊಂದಿದೆನಿವ್ವಳ ವ್ಯಕ್ತಿಗಳು.

  • ಇದು ಎಲ್ಲಾ ವ್ಯಾಪಾರ ವ್ಯವಹಾರಗಳಲ್ಲಿ ಅತ್ಯುನ್ನತ ಮಟ್ಟದ ನೈತಿಕ ಅಭ್ಯಾಸಗಳನ್ನು ಸಾಧಿಸಲು ಶ್ರಮಿಸುತ್ತದೆ ಮತ್ತು ಆ ಮೂಲಕ ಮಧ್ಯಸ್ಥಗಾರರ ಮೌಲ್ಯವನ್ನು ಹೆಚ್ಚಿಸುತ್ತದೆ.

ಅತ್ಯುತ್ತಮ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹97.0336
↑ 0.20
₹1,586 5,000 100 -9.47.52220.218.21330.2
Sundaram Mid Cap Fund Growth ₹1,372.46
↑ 0.47
₹12,425 5,000 100 -4.8834.125.724.824.640.4
Sundaram Debt Oriented Hybrid Fund Growth ₹28.7289
↓ -0.01
₹28 5,000 250 -13.18.46.88.37.49.2
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Large and Mid Cap Fund Growth ₹85.1906
↑ 0.11
₹6,918 5,000 100 -4.74.122.915.818.312.826.8
Sundaram Small Cap Fund Growth ₹258.364
↑ 1.02
₹3,424 5,000 100 -5.34.92020.528.417.845.3
Sundaram Diversified Equity Fund Growth ₹212.954
↑ 0.14
₹1,558 500 250 -6.71.913.913.815.816.123.3
Sundaram Financial Services Opportunities Fund Growth ₹94.6501
↓ -0.03
₹1,450 100,000 100 -8.5-2.78.818.914.314.631.1
Sundaram Banking & PSU Debt Fund Growth ₹41.0953
↓ -0.01
₹336 100,000 250 1.5485.95.67.36.8
Sundaram Corporate Bond Fund Growth ₹38.3206
↓ -0.02
₹720 5,000 250 1.447.95.96.476.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

1. 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 (24 Dec 24) ₹97.0336 ↑ 0.20   (0.21 %)
Net Assets (Cr) ₹1,586 on 30 Nov 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 1.06
Information Ratio 0.18
Alpha Ratio -1.34
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.

DateValue
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

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 ₹481,656.
Net Profit of ₹181,656
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 24 Dec 24

DurationReturns
1 Month 0.7%
3 Month -9.4%
6 Month 7.5%
1 Year 22%
3 Year 20.2%
5 Year 18.2%
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 222.92 Yr.
1 Jul 240.42 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical42.95%
Consumer Defensive31.59%
Communication Services11.75%
Health Care3.05%
Financial Services2.27%
Real Estate1.98%
Basic Materials1.57%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹152 Cr939,519
↓ -48,464
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹146 Cr2,991,251
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹99 Cr303,263
↑ 47,874
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
6%₹97 Cr1,476,185
↓ -434,630
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹96 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹89 Cr350,212
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹75 Cr67,306
↑ 1,346
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
5%₹73 Cr3,000,962
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹66 Cr453,496
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹54 Cr245,560
↓ -932

2. 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 (24 Dec 24) ₹1,372.46 ↑ 0.47   (0.03 %)
Net Assets (Cr) ₹12,425 on 30 Nov 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.26
Information Ratio 0.34
Alpha Ratio 9.23
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.

DateValue
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

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 24 Dec 24

DurationReturns
1 Month 3.3%
3 Month -4.8%
6 Month 8%
1 Year 34.1%
3 Year 25.7%
5 Year 24.8%
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 213.77 Yr.
Ratish Varier24 Feb 213.77 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.87%
Consumer Cyclical18.59%
Industrials17.55%
Health Care11.26%
Basic Materials8.5%
Technology5.91%
Consumer Defensive3.29%
Real Estate3.05%
Utility2.6%
Communication Services2.41%
Energy1.42%
Asset Allocation
Asset ClassValue
Cash5.55%
Equity94.45%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹463 Cr7,044,972
↓ -566,695
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹412 Cr1,177,160
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹408 Cr20,011,397
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹369 Cr517,776
↓ -7,851
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹311 Cr694,463
↓ -243,869
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%₹292 Cr1,747,182
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹285 Cr4,812,470
↑ 198,037
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹284 Cr4,543,631
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹273 Cr1,389,543

3. Sundaram Debt Oriented Hybrid Fund

(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 CAGR/Annualized return of 7.4% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2023 was 9.2% , 2022 was 2.8% and 2021 was 14.5% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (24 Dec 24) ₹28.7289 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹28 on 15 Dec 24
Category Hybrid - Hybrid Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 1.01
Information Ratio -0.58
Alpha Ratio -2.47
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Sub Cat. Hybrid Debt

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,574
30 Nov 21₹12,222
30 Nov 22₹12,691
30 Nov 23₹13,501
30 Nov 24₹14,914

Sundaram Debt Oriented Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Debt Oriented Hybrid Fund

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

DurationReturns
1 Month 0.4%
3 Month -1%
6 Month 3.1%
1 Year 8.4%
3 Year 6.8%
5 Year 8.3%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 9.2%
2022 2.8%
2021 14.5%
2020 7.3%
2019 0.9%
2018 -1.2%
2017 12.1%
2016 9.9%
2015 8.7%
2014 21.6%
Fund Manager information for Sundaram Debt Oriented Hybrid Fund
NameSinceTenure
Dwijendra Srivastava1 Jun 1212.51 Yr.
S. Bharath16 May 222.55 Yr.
Sandeep Agarwal30 Sep 1212.18 Yr.
Ashish Aggarwal1 Jan 222.92 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 15 Dec 24

Asset Allocation
Asset ClassValue
Cash18.89%
Equity21.36%
Debt59.47%
Other0.29%
Equity Sector Allocation
SectorValue
Financial Services6.99%
Technology2.3%
Consumer Defensive2.19%
Energy2.13%
Consumer Cyclical1.76%
Communication Services1.56%
Basic Materials1.46%
Health Care1.19%
Industrials0.79%
Debt Sector Allocation
SectorValue
Government59.47%
Cash Equivalent18.89%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
22%₹6 Cr600,000
↓ -500,000
7.3% Govt Stock 2053
Sovereign Bonds | -
19%₹5 Cr500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
2%₹1 Cr4,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
1%₹0 Cr2,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
1%₹0 Cr3,000
↓ -250
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH
1%₹0 Cr1,848
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
1%₹0 Cr1,750
POWERGRID Infrastructure Investment Trust Units
Equity, Since 15 Mar 24 | -
1%₹0 Cr30,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
1%₹0 Cr2,000
↑ 400

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)
Sub Cat. Focused

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,360
30 Nov 21₹13,745

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 24 Dec 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 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 12.8% 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 (24 Dec 24) ₹85.1906 ↑ 0.11   (0.13 %)
Net Assets (Cr) ₹6,918 on 30 Nov 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 1.79
Information Ratio -1.05
Alpha Ratio 3.79
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.

DateValue
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

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 ₹481,656.
Net Profit of ₹181,656
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 24 Dec 24

DurationReturns
1 Month 2%
3 Month -4.7%
6 Month 4.1%
1 Year 22.9%
3 Year 15.8%
5 Year 18.3%
10 Year
15 Year
Since launch 12.8%
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 240.42 Yr.
Ashish Aggarwal1 Jan 222.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.19%
Consumer Cyclical16.41%
Industrials14.08%
Health Care9.64%
Technology6.69%
Communication Services5.65%
Energy5.55%
Consumer Defensive5.37%
Basic Materials4.13%
Utility2.69%
Real Estate2.37%
Asset Allocation
Asset ClassValue
Cash5.23%
Equity94.77%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
5%₹325 Cr1,875,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹288 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹213 Cr1,600,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹189 Cr2,300,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹168 Cr6,943,496
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹158 Cr900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹150 Cr415,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹145 Cr900,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹120 Cr1,220,000
Lupin Ltd (Healthcare)
Equity, Since 30 Sep 23 | 500257
2%₹118 Cr540,541

6. 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 (24 Dec 24) ₹258.364 ↑ 1.02   (0.39 %)
Net Assets (Cr) ₹3,424 on 30 Nov 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.4
Information Ratio -0.59
Alpha Ratio 0.85
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
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

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 ₹612,552.
Net Profit of ₹312,552
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 24 Dec 24

DurationReturns
1 Month 3.7%
3 Month -5.3%
6 Month 4.9%
1 Year 20%
3 Year 20.5%
5 Year 28.4%
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 222.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.64%
Industrials19.07%
Consumer Cyclical15%
Health Care8.9%
Basic Materials8.81%
Technology7.23%
Consumer Defensive6.08%
Communication Services3.59%
Real Estate3.42%
Utility1.7%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.39%
Debt0.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹119 Cr182,432
↓ -4,971
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹86 Cr387,840
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹83 Cr2,132,517
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹75 Cr490,718
↑ 23,573
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
2%₹75 Cr1,690,672
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹75 Cr936,780
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹74 Cr434,018
↓ -61,910
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹74 Cr989,246
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹72 Cr18,825,767
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
2%₹64 Cr545,048
↓ -25,554

7. 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 (24 Dec 24) ₹212.954 ↑ 0.14   (0.07 %)
Net Assets (Cr) ₹1,558 on 30 Nov 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.05
Information Ratio -0.83
Alpha Ratio -3.83
Min Investment 500
Min SIP Investment 250
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
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

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 24 Dec 24

DurationReturns
1 Month 1.2%
3 Month -6.7%
6 Month 1.9%
1 Year 13.9%
3 Year 13.8%
5 Year 15.8%
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 222.92 Yr.
Rohit Seksaria24 Feb 213.77 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.85%
Industrials12.47%
Technology8.78%
Consumer Cyclical8.49%
Health Care8.43%
Consumer Defensive6.32%
Energy5.65%
Basic Materials5.14%
Communication Services4.94%
Utility1.64%
Real Estate0.35%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹121 Cr698,000
↓ -69,171
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
7%₹114 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
4%₹67 Cr504,000
↓ -62,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
4%₹64 Cr364,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹57 Cr156,446
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹49 Cr304,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹49 Cr419,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹46 Cr114,734
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹45 Cr545,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
3%₹43 Cr235,000

8. 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 14.6% 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 (24 Dec 24) ₹94.6501 ↓ -0.03   (-0.03 %)
Net Assets (Cr) ₹1,450 on 30 Nov 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.84
Information Ratio 1.28
Alpha Ratio -0.92
Min Investment 100,000
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.

DateValue
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

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 ₹436,710.
Net Profit of ₹136,710
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 24 Dec 24

DurationReturns
1 Month 0.4%
3 Month -8.5%
6 Month -2.7%
1 Year 8.8%
3 Year 18.9%
5 Year 14.3%
10 Year
15 Year
Since launch 14.6%
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 176.92 Yr.
Ashish Aggarwal1 Jan 222.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services95.27%
Asset Allocation
Asset ClassValue
Cash3.75%
Equity95.27%
Debt0.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
13%₹192 Cr1,485,527
↑ 329,727
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
13%₹189 Cr1,090,991
↑ 50,405
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹132 Cr1,135,593
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
5%₹78 Cr113,743
↑ 14,542
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹73 Cr885,294
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹56 Cr178,105
↓ -10,518
Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 532134
4%₹54 Cr2,143,196
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹52 Cr1,647,185
↑ 47,785
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
3%₹51 Cr7,238,410
↑ 210,378
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
3%₹48 Cr12,621,014
↑ 758,024

9. Sundaram Banking & PSU Debt Fund

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 CAGR/Annualized return of 7.3% since its launch.  Ranked 51 in Banking & PSU Debt category.  Return for 2023 was 6.8% , 2022 was 3% and 2021 was 2.9% .

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (24 Dec 24) ₹41.0953 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹336 on 30 Nov 24
Category Debt - Banking & PSU Debt
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.34
Sharpe Ratio 1.68
Information Ratio 0
Alpha Ratio 0
Min Investment 100,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.3%
Effective Maturity 5 Years 2 Months 1 Day
Modified Duration 3 Years 5 Months 26 Days
Sub Cat. Banking & PSU Debt

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,753
30 Nov 21₹11,091
30 Nov 22₹11,387
30 Nov 23₹12,123
30 Nov 24₹13,123

Sundaram Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Banking & PSU Debt Fund

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

DurationReturns
1 Month 0.6%
3 Month 1.5%
6 Month 4%
1 Year 8%
3 Year 5.9%
5 Year 5.6%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.8%
2022 3%
2021 2.9%
2020 7.6%
2019 10.1%
2018 6.1%
2017 6.2%
2016 7.9%
2015 8.5%
2014 9.4%
Fund Manager information for Sundaram Banking & PSU Debt Fund
NameSinceTenure
Dwijendra Srivastava27 Jul 1014.36 Yr.
Sandeep Agarwal16 May 222.55 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash7.07%
Debt92.57%
Other0.36%
Debt Sector Allocation
SectorValue
Corporate47.81%
Government44.76%
Cash Equivalent7.07%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
15%₹49 Cr4,800,000
Indian Oil Corporation Limited
Debentures | -
9%₹30 Cr300
Rural Electrification Corporation Limited
Debentures | -
7%₹25 Cr250
HDFC Bank Limited
Debentures | -
7%₹25 Cr2,500
National Housing Bank
Debentures | -
6%₹20 Cr2,000
Small Industries Development Bank Of India
Debentures | -
6%₹20 Cr200
Power Finance Corporation Limited
Debentures | -
6%₹20 Cr200
National Bank For Agriculture And Rural Development
Debentures | -
5%₹15 Cr1,500
Indian Railway Finance Corporation Limited
Debentures | -
4%₹15 Cr1,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹15 Cr150

10. Sundaram Corporate Bond Fund

(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 CAGR/Annualized return of 7% since its launch.  Ranked 15 in Corporate Bond category.  Return for 2023 was 6.3% , 2022 was 3.7% and 2021 was 3.5% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (24 Dec 24) ₹38.3206 ↓ -0.02   (-0.04 %)
Net Assets (Cr) ₹720 on 30 Nov 24
Category Debt - Corporate Bond
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.51
Sharpe Ratio 1.51
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 250
Exit Load NIL
Yield to Maturity 7.3%
Effective Maturity 6 Years 1 Month 15 Days
Modified Duration 4 Years 11 Days
Sub Cat. Corporate Bond

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹11,065
30 Nov 21₹11,467
30 Nov 22₹11,834
30 Nov 23₹12,547
30 Nov 24₹13,588

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

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

DurationReturns
1 Month 0.5%
3 Month 1.4%
6 Month 4%
1 Year 7.9%
3 Year 5.9%
5 Year 6.4%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.3%
2022 3.7%
2021 3.5%
2020 11%
2019 11.3%
2018 4.8%
2017 5.4%
2016 11.7%
2015 8.7%
2014 14.9%
Fund Manager information for Sundaram Corporate Bond Fund
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.35 Yr.
Sandeep Agarwal1 Jun 1212.51 Yr.

Data below for Sundaram Corporate Bond Fund as on 30 Nov 24

Asset Allocation
Asset ClassValue
Cash6.21%
Debt93.43%
Other0.36%
Debt Sector Allocation
SectorValue
Corporate50.93%
Government42.5%
Cash Equivalent6.21%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
16%₹117 Cr11,500,000
Small Industries Development Bank Of India
Debentures | -
7%₹51 Cr5,000
Indian Railway Finance Corporation Limited
Debentures | -
5%₹40 Cr4,000
National Housing Bank
Debentures | -
5%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
Power Finance Corporation Ltd.
Debentures | -
3%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
3%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
3%₹25 Cr2,500
Rural Electrification Corporation Limited
Debentures | -
3%₹25 Cr2,500

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