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ಅತ್ಯುತ್ತಮ ಸುಂದರಂ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಒಂದು ವಿಧಾನವಾಗಿದೆಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಸಣ್ಣ ಮೊತ್ತದ ಮೂಲಕ ಯೋಜನೆಗಳು. ಇಲ್ಲಿ, ಬದಲಿಗೆಹೂಡಿಕೆ ಒಂದು ಸಮಯದಲ್ಲಿ ಹೆಚ್ಚಿನ ಹಣವನ್ನು, ನೀವು ಪ್ರತಿ ತಿಂಗಳು ಅಥವಾ ತ್ರೈಮಾಸಿಕದಲ್ಲಿ ನಿಯಮಿತವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯ ಅಭ್ಯಾಸವನ್ನು ನಿರ್ಮಿಸಲು ಇದು ಉತ್ತಮ ಮಾರ್ಗವಾಗಿದೆ.
SIP ಯೊಂದಿಗೆ ನಿಮ್ಮ ದೀರ್ಘಾವಧಿಯನ್ನು ನೀವು ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಹಾಗೆನಿವೃತ್ತಿ, ಮದುವೆ, ಮನೆ/ಕಾರು ಖರೀದಿ, ಇತ್ಯಾದಿ. ಸುಂದರಂ SIP ಫಂಡ್‌ಗಳಲ್ಲಿ, ನೀವು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ INR 250 ಕ್ಕಿಂತ ಕಡಿಮೆ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಈ ಗುರಿಗಳನ್ನು ಸಾಧಿಸಬಹುದು.
ಸುಂದರಂ SIP ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
ಕೆಲವುಹೂಡಿಕೆಯ ಪ್ರಯೋಜನಗಳು ಒಂದು SIP ನಲ್ಲಿ:
- ರೂಪಾಯಿ ವೆಚ್ಚ ಸರಾಸರಿ
- ಸಂಯೋಜನೆಯ ಶಕ್ತಿ
- ದೀರ್ಘಕಾಲ ಉಳಿಸುವ ಅಭ್ಯಾಸ
- ಸಮಯ ತೆಗೆದುಕೊಳ್ಳುವ ಅಗತ್ಯವಿಲ್ಲಮಾರುಕಟ್ಟೆ
- ಕೈಗೆಟುಕುವ ಮತ್ತು ಅನುಕೂಲಕರ
ಹೂಡಿಕೆದಾರರು ಯೋಜಿಸುತ್ತಿದ್ದಾರೆSIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ, ಇಲ್ಲಿ ಕೆಲವು ಅತ್ಯುತ್ತಮ ಸುಂದರಂ SIPಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 ಕ್ಕೆ. ಈ ಫಂಡ್‌ಗಳನ್ನು AUM, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ರಿಟರ್ನ್ಸ್ ಇತ್ಯಾದಿಗಳಂತಹ ವಿವಿಧ ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ.
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ಇಕ್ವಿಟಿಗಳಿಗಾಗಿ ಸುಂದರಂ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಿಂದ ಅತ್ಯುತ್ತಮ SIP ಫಂಡ್ಗಳು
(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 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 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 (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 ₹1,222.71
↓ -12.25 ₹10,451 100 -11.6 -15 9.6 20.4 30.4 32 Sundaram Infrastructure Advantage Fund Growth ₹84.8849
↓ -0.84 ₹804 100 -9.1 -14.8 2.3 18.8 32 23.8 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Financial Services Opportunities Fund Growth ₹93.9877
↓ -1.23 ₹1,325 100 -0.7 -8 5.2 16.8 25.7 7.1 Sundaram Rural and Consumption Fund Growth ₹88.2556
↓ -0.59 ₹1,398 100 -10.6 -16.9 8.1 16.2 23.2 20.1 Sundaram Small Cap Fund Growth ₹223.985
↓ -0.28 ₹2,763 100 -14 -17.8 0.7 15 33.8 19.1 Sundaram Large and Mid Cap Fund Growth ₹77.5822
↓ -1.08 ₹5,861 100 -9.3 -12.8 5.2 12.3 25.3 21.1 Sundaram Diversified Equity Fund Growth ₹201.186
↓ -2.83 ₹1,362 250 -6.2 -11.2 2.9 10.7 23.7 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25 ಆಸ್ತಿ >= 100 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿಸುತ್ತದೆ.1. 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 (01 Apr 25) ₹1,222.71 ↓ -12.25 (-0.99 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,480 31 Mar 22 ₹21,162 31 Mar 23 ₹21,693 31 Mar 24 ₹33,395 31 Mar 25 ₹37,537 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 7.3% 3 Month -11.6% 6 Month -15% 1 Year 9.6% 3 Year 20.4% 5 Year 30.4% 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 4.1 Yr. Ratish Varier 24 Feb 21 4.1 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.48% Financial Services 19.47% Industrials 13.59% Health Care 10.64% Basic Materials 10.07% Technology 6.6% Consumer Defensive 3.88% Communication Services 3.62% Real Estate 3.42% Utility 1.95% Energy 1.65% Asset Allocation
Asset Class Value Cash 5.63% Equity 94.37% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹345 Cr 1,270,127
↑ 8,529 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹342 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹291 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹278 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹257 Cr 1,350,321 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹257 Cr 484,892 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹242 Cr 4,738,175
↓ -158,971 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹238 Cr 3,879,249 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹229 Cr 8,478,867 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 5406112% ₹216 Cr 3,817,491 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 11.6% 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 (01 Apr 25) ₹84.8849 ↓ -0.84 (-0.98 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,678 31 Mar 22 ₹23,232 31 Mar 23 ₹24,379 31 Mar 24 ₹38,065 31 Mar 25 ₹39,926 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 9.8% 3 Month -9.1% 6 Month -14.8% 1 Year 2.3% 3 Year 18.8% 5 Year 32% 10 Year 15 Year Since launch 11.6% 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 4.69 Yr. Ashish Aggarwal 1 Jan 22 3.25 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 35.98% Energy 11.82% Communication Services 11.15% Utility 10.97% Basic Materials 7.93% Financial Services 6.29% Consumer Cyclical 5.61% Real Estate 2.62% Technology 0.44% Asset Allocation
Asset Class Value Cash 6.76% Equity 92.82% Debt 0.42% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹69 Cr 440,000
↑ 23,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE9% ₹69 Cr 575,000
↑ 25,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹65 Cr 205,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325555% ₹42 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹28 Cr 28,000
↓ -4,000 Sundaram Money Market Dir Gr
Investment Fund | -3% ₹25 Cr 17,047,818
↑ 17,047,818 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK3% ₹23 Cr 193,000
↑ 48,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹19 Cr 750,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹15 Cr 600,000
↓ -50,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹14 Cr 575,000 3. 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,087 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 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 4. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.3% 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 (01 Apr 25) ₹93.9877 ↓ -1.23 (-1.29 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,095 31 Mar 22 ₹18,755 31 Mar 23 ₹20,630 31 Mar 24 ₹28,468 31 Mar 25 ₹30,814 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 5% 3 Month -0.7% 6 Month -8% 1 Year 5.2% 3 Year 16.8% 5 Year 25.7% 10 Year 15 Year Since launch 14.3% 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 94.17% Asset Allocation
Asset Class Value Cash 3.84% Equity 95.06% Debt 1.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK18% ₹241 Cr 1,390,056
↑ 7,660 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK12% ₹161 Cr 1,339,673
↑ 10,584 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 53221510% ₹128 Cr 1,259,449 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹65 Cr 949,469
↑ 64,175 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹64 Cr 1,036,445 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 68,102
↓ -5,238 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB4% ₹49 Cr 15,383,384
↑ 412,458 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK4% ₹48 Cr 1,697,765
↑ 3,396 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹47 Cr 616,144
↑ 39,470 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.2% 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 (01 Apr 25) ₹88.2556 ↓ -0.59 (-0.67 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,527 31 Mar 22 ₹17,531 31 Mar 23 ₹18,574 31 Mar 24 ₹25,538 31 Mar 25 ₹27,904 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 2.5% 3 Month -10.6% 6 Month -16.9% 1 Year 8.1% 3 Year 16.2% 5 Year 23.2% 10 Year 15 Year Since launch 12.2% 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 41.18% Consumer Defensive 30.28% Communication Services 12.72% Financial Services 2.87% Health Care 2.71% Basic Materials 1.5% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 7.29% Equity 92.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL11% ₹148 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹118 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹100 Cr 385,492
↑ 35,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹77 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 235,289
↓ -67,974 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹70 Cr 58,511
↓ -8,795 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹67 Cr 3,000,962 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹58 Cr 453,496 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹52 Cr 245,560 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹42 Cr 86,291 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 (01 Apr 25) ₹223.985 ↓ -0.28 (-0.13 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹20,237 31 Mar 22 ₹27,752 31 Mar 23 ₹27,712 31 Mar 24 ₹41,448 31 Mar 25 ₹42,701 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 6.9% 3 Month -14% 6 Month -17.8% 1 Year 0.7% 3 Year 15% 5 Year 33.8% 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 19.46% Consumer Cyclical 18.36% Financial Services 17.68% Basic Materials 9.08% Health Care 9.08% Consumer Defensive 4.93% Technology 4.4% Communication Services 3.59% Real Estate 3.3% Utility 1.22% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹80 Cr 376,813
↑ 15,427 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹79 Cr 483,211 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹77 Cr 1,898,655
↑ 143,950 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹71 Cr 509,862
↑ 19,144 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹61 Cr 134,546
↑ 9,822 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹60 Cr 18,825,767 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹58 Cr 759,818 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹58 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹57 Cr 2,131,308
↑ 48,507 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH2% ₹54 Cr 421,865
↑ 33,649 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12% 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 (01 Apr 25) ₹77.5822 ↓ -1.08 (-1.38 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,085 31 Mar 22 ₹21,234 31 Mar 23 ₹20,505 31 Mar 24 ₹28,418 31 Mar 25 ₹30,673 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 7.2% 3 Month -9.3% 6 Month -12.8% 1 Year 5.2% 3 Year 12.3% 5 Year 25.3% 10 Year 15 Year Since launch 12% 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 0.75 Yr. Ashish Aggarwal 1 Jan 22 3.25 Yr. Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 26.16% Consumer Cyclical 14.78% Industrials 10.63% Health Care 10.14% Technology 7.15% Energy 6.68% Communication Services 5.93% Consumer Defensive 5.44% Basic Materials 4.99% Real Estate 2.38% Utility 2.05% Asset Allocation
Asset Class Value Cash 3.49% Equity 96.34% Debt 0.17% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK6% ₹336 Cr 1,940,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK5% ₹268 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE4% ₹245 Cr 2,040,000
↑ 30,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹169 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹158 Cr 2,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹141 Cr 900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹131 Cr 415,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK2% ₹129 Cr 680,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 23 | ALKEM2% ₹114 Cr 245,000
↑ 15,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322152% ₹112 Cr 1,100,000
↑ 100,000 8. 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 (01 Apr 25) ₹201.186 ↓ -2.83 (-1.39 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,008 31 Mar 22 ₹20,512 31 Mar 23 ₹20,733 31 Mar 24 ₹27,136 31 Mar 25 ₹28,521 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 4.5% 3 Month -6.2% 6 Month -11.2% 1 Year 2.9% 3 Year 10.7% 5 Year 23.7% 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 3.25 Yr. Rohit Seksaria 24 Feb 21 4.1 Yr. Data below for Sundaram Diversified Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 33.52% Industrials 11.4% Consumer Cyclical 10.51% Technology 9.43% Health Care 6.76% Consumer Defensive 6.1% Basic Materials 5.59% Energy 5.59% Communication Services 5.33% Utility 1.44% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK9% ₹125 Cr 724,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK8% ₹106 Cr 883,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY5% ₹61 Cr 364,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE4% ₹60 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹49 Cr 156,446 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹44 Cr 280,000
↓ -24,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹43 Cr 419,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹41 Cr 595,000
↑ 50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹40 Cr 114,734 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO3% ₹37 Cr 83,000
SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ?
ನಿಮ್ಮದು ಹೇಗೆ ಎಂದು ತಿಳಿಯಲು ಬಯಸುವಿರಾSIP ಹೂಡಿಕೆ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಗೆ ಮಾಸಿಕ ನಿರ್ದಿಷ್ಟ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಿದರೆ ಬೆಳೆಯುತ್ತದೆಯೇ? ನಾವು ನಿಮಗೆ ಒಂದು ಉದಾಹರಣೆಯೊಂದಿಗೆ ವಿವರಿಸುತ್ತೇವೆ.
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್
SIP ಕ್ಯಾಲ್ಕುಲೇಟರ್‌ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಇನ್‌ಪುಟ್‌ಗಳನ್ನು ತೆಗೆದುಕೊಳ್ಳುತ್ತಾರೆ ಉದಾಹರಣೆಗೆ SIP ಹೂಡಿಕೆ ಮೊತ್ತ (ಗುರಿ) ಒಬ್ಬರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುತ್ತಾರೆ, ಎಷ್ಟು ವರ್ಷಗಳ ಹೂಡಿಕೆ ಅಗತ್ಯವಿದೆ, ನಿರೀಕ್ಷಿಸಲಾಗಿದೆಹಣದುಬ್ಬರ ದರಗಳು (ಇದಕ್ಕಾಗಿ ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬೇಕು!) ಮತ್ತು ನಿರೀಕ್ಷಿತ ಆದಾಯ. ಆದ್ದರಿಂದ, ಗುರಿಯನ್ನು ಸಾಧಿಸಲು ಅಗತ್ಯವಿರುವ SIP ರಿಟರ್ನ್‌ಗಳನ್ನು ಒಬ್ಬರು ಲೆಕ್ಕ ಹಾಕಬಹುದು!
ನೀವು INR 10 ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ಊಹಿಸೋಣ.000 10 ವರ್ಷಗಳವರೆಗೆ, ನಿಮ್ಮ SIP ಹೂಡಿಕೆಯು ಹೇಗೆ ಬೆಳೆಯುತ್ತದೆ ಎಂಬುದನ್ನು ನೋಡಿ-
ಮಾಸಿಕ ಹೂಡಿಕೆ: INR 10,000
ಹೂಡಿಕೆಯ ಅವಧಿ: 10 ವರ್ಷಗಳು
ಹೂಡಿಕೆ ಮಾಡಿದ ಒಟ್ಟು ಮೊತ್ತ: INR 12,00,000
ದೀರ್ಘಾವಧಿಯ ಬೆಳವಣಿಗೆಯ ದರ (ಅಂದಾಜು.): 15%
ಪ್ರಕಾರ ನಿರೀಕ್ಷಿತ ಆದಾಯಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್: INR 27,86,573
ನಿವ್ವಳ ಲಾಭ: INR 15,86,573 (ಸಂಪೂರ್ಣ ರಿಟರ್ನ್= 132.2%)
ಮೇಲಿನ ಲೆಕ್ಕಾಚಾರಗಳು ನೀವು 10 ವರ್ಷಗಳವರೆಗೆ ಮಾಸಿಕ INR 10,000 ಹೂಡಿಕೆ ಮಾಡಿದರೆ (ಒಟ್ಟು INR12,00,000) ನೀವು ಗಳಿಸುವಿರಿINR 27,86,573, ಅಂದರೆ ನೀವು ಮಾಡುವ ನಿವ್ವಳ ಲಾಭINR 15,86,573. ಇದು ಅದ್ಭುತವಲ್ಲವೇ!
ಸುಂದರಂ AMC ಫಂಡ್‌ನಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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