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മികച്ച സുന്ദരം SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
എസ്.ഐ.പി അല്ലെങ്കിൽ വ്യവസ്ഥാപിതംനിക്ഷേപ പദ്ധതി എന്ന രീതിയാണ്മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നു ചെറിയ തുകകളിലൂടെ പദ്ധതികൾ. ഇവിടെ, പകരംനിക്ഷേപിക്കുന്നു ഒരു സമയത്ത് ഒരു വലിയ തുക, നിങ്ങൾക്ക് എല്ലാ മാസവും അല്ലെങ്കിൽ പാദവും പതിവായി നിക്ഷേപിക്കാം. ദീർഘകാല സമ്പാദ്യശീലം വളർത്തിയെടുക്കുന്നതിനുള്ള മികച്ച മാർഗമാണിത്.
ഒരു എസ്ഐപി ഉപയോഗിച്ച് നിങ്ങളുടെ ദീർഘകാല പ്ലാൻ ചെയ്യാൻ കഴിയുംസാമ്പത്തിക ലക്ഷ്യങ്ങൾ പോലെവിരമിക്കൽ, വിവാഹം, വീട്/കാർ വാങ്ങൽ തുടങ്ങിയവ. സുന്ദരം എസ്ഐപി ഫണ്ടുകളിൽ, നിങ്ങൾക്ക് 250 രൂപയിൽ താഴെയുള്ള തുക ദീർഘകാലത്തേക്ക് നിക്ഷേപിച്ച് ഈ ലക്ഷ്യങ്ങൾ നേടാം.
എന്തുകൊണ്ട് സുന്ദരം എസ്‌ഐപിയിൽ നിക്ഷേപിക്കണം?
ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു SIP-ൽ ഇവയാണ്:
- രൂപയുടെ ശരാശരി ചെലവ്
- സംയുക്തത്തിന്റെ ശക്തി
- ദീർഘകാല സമ്പാദ്യശീലം
- സമയമെടുക്കേണ്ട ആവശ്യമില്ലവിപണി
- താങ്ങാവുന്നതും സൗകര്യപ്രദവുമാണ്
നിക്ഷേപകർ പദ്ധതിയിടുന്നുഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക, സുന്ദരം എസ്‌ഐപിയിൽ ചിലത് ഇതാമ്യൂച്വൽ ഫണ്ടുകൾ 2022-ലേക്ക്. AUM, മുൻകാല പ്രകടനങ്ങൾ, പിയർ ആവറേജ് റിട്ടേണുകൾ മുതലായവ പോലുള്ള വിവിധ പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്.
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ഇക്വിറ്റികൾക്കായുള്ള സുന്ദരം മ്യൂച്വൽ ഫണ്ടുകളുടെ മികച്ച SIP ഫണ്ടുകൾ
(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 (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 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 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 ₹1,364.94
↓ -30.10 ₹12,425 100 -1.9 4.4 28 23.6 24.4 32 Sundaram Infrastructure Advantage Fund Growth ₹91.7547
↓ -2.31 ₹989 100 -5 -7 21.1 20.2 23.9 23.8 Sundaram Rural and Consumption Fund Growth ₹98.7526
↓ -1.91 ₹1,586 100 -4.1 7.4 20.6 19.2 18.9 20.1 Sundaram Small Cap Fund Growth ₹255.602
↓ -5.98 ₹3,424 100 -4 1.2 15.9 18.2 27.6 19.1 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 ₹94.218
↓ -1.69 ₹1,450 100 -5.1 -5.2 6 16.1 14.8 7.1 Sundaram Large and Mid Cap Fund Growth ₹84.2742
↓ -1.67 ₹6,918 100 -2.5 0.1 18.9 13.9 18.4 21.1 Sundaram Diversified Equity Fund Growth ₹212.336
↓ -3.70 ₹1,558 250 -3.7 -1.2 11.6 12.1 15.9 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 25 ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.1. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.5% 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 (06 Jan 25) ₹1,364.94 ↓ -30.10 (-2.16 %) 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) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹11,179 31 Dec 21 ₹15,370 31 Dec 22 ₹16,114 31 Dec 23 ₹22,616 31 Dec 24 ₹29,855 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -2.5% 3 Month -1.9% 6 Month 4.4% 1 Year 28% 3 Year 23.6% 5 Year 24.4% 10 Year 15 Year Since launch 24.5% 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 3.85 Yr. Ratish Varier 24 Feb 21 3.85 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 20.2% Consumer Cyclical 18.5% Industrials 16.59% Health Care 10.3% Basic Materials 8.8% Technology 6.37% Consumer Defensive 3.78% Real Estate 3.08% Communication Services 2.97% Utility 2% Energy 1.49% Asset Allocation
Asset Class Value Cash 5.92% Equity 94.07% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹441 Cr 6,091,162
↓ -953,810 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND3% ₹428 Cr 1,229,218
↑ 52,058 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹422 Cr 20,011,397 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT3% ₹352 Cr 517,776 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹313 Cr 1,747,182 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹302 Cr 1,350,009
↑ 1,118,645 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS2% ₹300 Cr 4,543,631 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹286 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN2% ₹285 Cr 1,388,200 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹279 Cr 1,389,543 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.2% 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 (06 Jan 25) ₹91.7547 ↓ -2.31 (-2.46 %) Net Assets (Cr) ₹989 on 30 Nov 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.48 Sharpe Ratio 1.95 Information Ratio 0.23 Alpha Ratio 8.86 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 Dec 19 ₹10,000 31 Dec 20 ₹11,039 31 Dec 21 ₹16,504 31 Dec 22 ₹16,852 31 Dec 23 ₹23,873 31 Dec 24 ₹29,561 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -4.5% 3 Month -5% 6 Month -7% 1 Year 21.1% 3 Year 20.2% 5 Year 23.9% 10 Year 15 Year Since launch 12.2% 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 4.44 Yr. Ashish Aggarwal 1 Jan 22 3 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 41.34% Utility 10.21% Energy 9.96% Communication Services 9.31% Basic Materials 8.75% Consumer Cyclical 5.43% Financial Services 4.42% Technology 3.01% Real Estate 2.78% Asset Allocation
Asset Class Value Cash 4.79% Equity 95.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT8% ₹76 Cr 205,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹68 Cr 417,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹59 Cr 455,000
↑ 45,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹50 Cr 1,370,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹36 Cr 32,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹25 Cr 750,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL2% ₹20 Cr 650,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹20 Cr 33,000
↓ -2,000 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹19 Cr 31,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹18 Cr 138,000 3. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 13.1% 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 (06 Jan 25) ₹98.7526 ↓ -1.91 (-1.90 %) 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) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹11,348 31 Dec 21 ₹13,543 31 Dec 22 ₹14,809 31 Dec 23 ₹19,289 31 Dec 24 ₹23,164 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -0.9% 3 Month -4.1% 6 Month 7.4% 1 Year 20.6% 3 Year 19.2% 5 Year 18.9% 10 Year 15 Year Since launch 13.1% 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 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 43.5% Consumer Defensive 31.35% Communication Services 11.9% Health Care 2.93% Financial Services 2.29% Real Estate 1.66% Basic Materials 1.5% Asset Allocation
Asset Class Value Cash 4.87% Equity 95.13% 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% ₹143 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹104 Cr 350,492 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹99 Cr 303,263 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹87 Cr 350,212 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹84 Cr 3,000,962 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹75 Cr 67,306 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹69 Cr 453,496 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹63 Cr 245,560 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹61 Cr 837,090
↓ -639,095 4. Sundaram Small Cap Fund
CAGR/Annualized return of 17.7% 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 (06 Jan 25) ₹255.602 ↓ -5.98 (-2.29 %) 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) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹12,616 31 Dec 21 ₹20,229 31 Dec 22 ₹19,802 31 Dec 23 ₹28,771 31 Dec 24 ₹34,258 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -4.4% 3 Month -4% 6 Month 1.2% 1 Year 15.9% 3 Year 18.2% 5 Year 27.6% 10 Year 15 Year Since launch 17.7% 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 2.17 Yr. Data below for Sundaram Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 20.75% Industrials 19.14% Consumer Cyclical 16.03% Basic Materials 8.9% Health Care 8.47% Technology 6.63% Consumer Defensive 5.7% Communication Services 3.71% Real Estate 3.6% Utility 1.56% Energy 0.96% Asset Allocation
Asset Class Value Cash 3.97% Equity 95.46% Debt 0.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹100 Cr 387,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹93 Cr 150,019
↓ -32,413 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 5409752% ₹85 Cr 1,690,672 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹79 Cr 490,718 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹78 Cr 936,780 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹76 Cr 468,666
↑ 34,648 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹74 Cr 2,132,517 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,023,614
↑ 34,368 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | BRIGADE2% ₹68 Cr 545,048 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹67 Cr 18,825,767 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 31 Dec 19 ₹10,000 31 Dec 20 ₹11,192 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 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 Financial Services Opportunities Fund
CAGR/Annualized return of 14.5% 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 (06 Jan 25) ₹94.218 ↓ -1.69 (-1.76 %) 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) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,270 31 Dec 21 ₹11,845 31 Dec 22 ₹13,833 31 Dec 23 ₹18,137 31 Dec 24 ₹19,419 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -5.3% 3 Month -5.1% 6 Month -5.2% 1 Year 6% 3 Year 16.1% 5 Year 14.8% 10 Year 15 Year Since launch 14.5% 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 7.01 Yr. Ashish Aggarwal 1 Jan 22 3 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 94.89% Asset Allocation
Asset Class Value Cash 4.12% Equity 94.89% Debt 0.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK14% ₹198 Cr 1,103,134
↑ 12,143 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK13% ₹193 Cr 1,485,527 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | AXISBANK9% ₹129 Cr 1,135,593 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | BAJFINANCE5% ₹77 Cr 116,953
↑ 3,210 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹74 Cr 885,294 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN4% ₹54 Cr 178,105 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | BANKBARODA4% ₹53 Cr 2,143,196 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING4% ₹51 Cr 570,470
↑ 238,552 CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK3% ₹51 Cr 1,647,185 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB3% ₹49 Cr 13,734,721
↑ 1,113,707 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.7% 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 (06 Jan 25) ₹84.2742 ↓ -1.67 (-1.94 %) 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) Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,761 31 Dec 21 ₹15,287 31 Dec 22 ₹15,084 31 Dec 23 ₹19,133 31 Dec 24 ₹23,164 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -3.8% 3 Month -2.5% 6 Month 0.1% 1 Year 18.9% 3 Year 13.9% 5 Year 18.4% 10 Year 15 Year Since launch 12.7% 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 0.5 Yr. Ashish Aggarwal 1 Jan 22 3 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 22.61% Consumer Cyclical 17% Industrials 13.94% Health Care 9.14% Technology 7.28% Communication Services 5.75% Consumer Defensive 5.38% Energy 5.33% Basic Materials 3.97% Real Estate 2.42% Utility 2.36% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.18% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK5% ₹348 Cr 1,940,000
↑ 65,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹289 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹207 Cr 1,600,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹194 Cr 6,943,496 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹193 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY3% ₹180 Cr 970,000
↑ 70,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹155 Cr 415,000 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹150 Cr 671,187
↑ 221,419 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹146 Cr 900,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹128 Cr 1,220,000 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% 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 (06 Jan 25) ₹212.336 ↓ -3.70 (-1.71 %) 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 Growth of 10,000 investment over the years.
Date Value 31 Dec 19 ₹10,000 31 Dec 20 ₹10,985 31 Dec 21 ₹14,449 31 Dec 22 ₹15,032 31 Dec 23 ₹18,535 31 Dec 24 ₹20,764 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 25 Duration Returns 1 Month -3.6% 3 Month -3.7% 6 Month -1.2% 1 Year 11.6% 3 Year 12.1% 5 Year 15.9% 10 Year 15 Year Since launch 16.1% 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 Yr. Rohit Seksaria 24 Feb 21 3.85 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 33.29% Industrials 12.25% Consumer Cyclical 9.49% Technology 9.33% Health Care 8.36% Consumer Defensive 6.28% Communication Services 5.64% Energy 5.56% Basic Materials 5.15% Utility 1.53% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹125 Cr 698,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹115 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% ₹65 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT4% ₹58 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% ₹49 Cr 114,734 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | AXISBANK3% ₹48 Cr 419,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹46 Cr 545,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹42 Cr 235,000
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!
സുന്ദരം എഎംസി ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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