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8 മികച്ച സുന്ദരം SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻകാഷ് »സുന്ദരം മ്യൂച്വൽ ഫണ്ട് »മികച്ച സുന്ദരം SIP ഫണ്ടുകൾ

മികച്ച സുന്ദരം SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on March 14, 2025 , 16501 views

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.

sundaram

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:

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Mid Cap Fund Growth ₹1,152.09
↓ -6.45
₹11,638 100 -18.2-18.69.219.722.832
Sundaram Infrastructure Advantage Fund Growth ₹80.0742
↓ -0.37
₹908 100 -17.1-18.43.618.824.323.8
Sundaram Financial Services Opportunities Fund Growth ₹89.651
↓ -0.15
₹1,386 100 -9.9-11.33.61817.47.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Rural and Consumption Fund Growth ₹85.8746
↓ -0.31
₹1,518 100 -13.7-17.39.116.817.420.1
Sundaram Small Cap Fund Growth ₹212.264
↓ -1.71
₹3,168 100 -20.7-21.12.3152619.1
Sundaram Global Advantage Fund Growth ₹32.7279
↑ 0.16
₹121 100 -0.38.37.71317.313.1
Sundaram Large and Mid Cap Fund Growth ₹73.9497
↓ -0.19
₹6,470 100 -15.7-15.65.512.418.221.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 100 കോടി & അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുന്നു.

1. 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 23.3% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (13 Mar 25) ₹1,152.09 ↓ -6.45   (-0.56 %)
Net Assets (Cr) ₹11,638 on 31 Jan 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.73
Information Ratio 0.2
Alpha Ratio 5.98
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

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 ₹530,691.
Net Profit of ₹230,691
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 13 Mar 25

DurationReturns
1 Month -4.7%
3 Month -18.2%
6 Month -18.6%
1 Year 9.2%
3 Year 19.7%
5 Year 22.8%
10 Year
15 Year
Since launch 23.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.02 Yr.
Ratish Varier24 Feb 214.02 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services19.52%
Consumer Cyclical18.4%
Industrials15.29%
Health Care11.03%
Basic Materials9.99%
Technology6.45%
Real Estate3.43%
Consumer Defensive3.4%
Communication Services3.32%
Utility2.1%
Energy1.7%
Asset Allocation
Asset ClassValue
Cash5.37%
Equity94.63%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,261,598
↑ 27,698
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹360 Cr19,247,362
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹316 Cr1,747,182
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹303 Cr6,016,821
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
3%₹293 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹281 Cr1,350,321
↓ -37,879
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹272 Cr4,897,146
↑ 338,790
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹252 Cr1,389,543
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹250 Cr434,230
↓ -66,178
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹248 Cr3,879,249
↓ -98,100

2. Sundaram Infrastructure Advantage Fund

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 CAGR/Annualized return of 11.3% since its launch.  Return for 2024 was 23.8% , 2023 was 41.7% and 2022 was 2.1% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (13 Mar 25) ₹80.0742 ↓ -0.37   (-0.46 %)
Net Assets (Cr) ₹908 on 31 Jan 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.48
Sharpe Ratio 0.34
Information Ratio -0.12
Alpha Ratio 3.94
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.

DateValue
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

Sundaram Infrastructure Advantage 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 Infrastructure Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -1.9%
3 Month -17.1%
6 Month -18.4%
1 Year 3.6%
3 Year 18.8%
5 Year 24.3%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier23 Jul 204.61 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials40.48%
Energy10.9%
Utility10.5%
Communication Services10.2%
Basic Materials8.58%
Consumer Cyclical4.92%
Financial Services4.53%
Real Estate2.74%
Technology1.36%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
8%₹73 Cr205,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
8%₹70 Cr550,000
↑ 95,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
7%₹68 Cr417,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
5%₹43 Cr1,340,000
↓ -30,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹37 Cr32,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 532898
2%₹23 Cr750,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹19 Cr650,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK
2%₹18 Cr145,000
↑ 7,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹17 Cr94,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER
2%₹16 Cr25,000
↓ -3,500

3. 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% since its launch.  Ranked 23 in Sectoral category.  Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (13 Mar 25) ₹89.651 ↓ -0.15   (-0.17 %)
Net Assets (Cr) ₹1,386 on 31 Jan 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio -0.02
Information Ratio 1.15
Alpha Ratio -7.96
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.

DateValue
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

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 ₹470,047.
Net Profit of ₹170,047
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 13 Mar 25

DurationReturns
1 Month -2.1%
3 Month -9.9%
6 Month -11.3%
1 Year 3.6%
3 Year 18%
5 Year 17.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria30 Dec 177.17 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services94.39%
Asset Allocation
Asset ClassValue
Cash3.59%
Equity95.37%
Debt1.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
17%₹235 Cr1,382,396
↑ 231,295
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
12%₹167 Cr1,329,089
↓ -223,064
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹124 Cr1,259,449
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹68 Cr885,294
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹60 Cr601,270
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹58 Cr73,340
↓ -50,907
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹56 Cr1,036,445
↑ 296,240
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
4%₹54 Cr14,970,926
↑ 403,694
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹52 Cr1,694,369
↑ 47,184
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
4%₹51 Cr576,674
↑ 6,204

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)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,262

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 13 Mar 25

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 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 12.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (13 Mar 25) ₹85.8746 ↓ -0.31   (-0.36 %)
Net Assets (Cr) ₹1,518 on 31 Jan 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 0.63
Information Ratio -0.03
Alpha Ratio 0.8
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

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 ₹470,047.
Net Profit of ₹170,047
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 13 Mar 25

DurationReturns
1 Month -5.8%
3 Month -13.7%
6 Month -17.3%
1 Year 9.1%
3 Year 16.8%
5 Year 17.4%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 223.16 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Consumer Cyclical43.4%
Consumer Defensive32.21%
Communication Services12.27%
Health Care2.81%
Financial Services2.64%
Real Estate1.64%
Basic Materials1.46%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹153 Cr939,519
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹134 Cr2,991,251
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹106 Cr303,263
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
7%₹105 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹86 Cr350,212
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹83 Cr67,306
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543320
4%₹66 Cr3,000,962
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹65 Cr453,496
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹59 Cr245,560
Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500251
3%₹50 Cr86,291
↑ 9,192

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 16.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (13 Mar 25) ₹212.264 ↓ -1.71   (-0.80 %)
Net Assets (Cr) ₹3,168 on 31 Jan 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.13
Information Ratio -0.19
Alpha Ratio 1.36
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.

DateValue
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

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 ₹584,107.
Net Profit of ₹284,107
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 13 Mar 25

DurationReturns
1 Month -6%
3 Month -20.7%
6 Month -21.1%
1 Year 2.3%
3 Year 15%
5 Year 26%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria1 Nov 222.33 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials20.93%
Financial Services17.7%
Consumer Cyclical17.05%
Basic Materials10.1%
Health Care8.7%
Technology4.98%
Consumer Defensive4.76%
Communication Services3.4%
Real Estate3.37%
Utility1.46%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹87 Cr361,386
↓ -26,454
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹86 Cr1,754,705
↑ 64,033
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹74 Cr490,718
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹73 Cr483,211
↓ -31,978
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹73 Cr2,082,801
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹72 Cr1,031,166
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹68 Cr18,825,767
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR
2%₹67 Cr161,159
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹67 Cr759,818
↑ 40,374
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹66 Cr936,780

7. Sundaram Global Advantage Fund

To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective.

Sundaram Global Advantage Fund is a Equity - Global fund was launched on 24 Aug 07. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 28 in Global category.  Return for 2024 was 13.1% , 2023 was 30.1% and 2022 was -15.4% .

Below is the key information for Sundaram Global Advantage Fund

Sundaram Global Advantage Fund
Growth
Launch Date 24 Aug 07
NAV (12 Mar 25) ₹32.7279 ↑ 0.16   (0.49 %)
Net Assets (Cr) ₹121 on 31 Jan 25
Category Equity - Global
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 1.33
Sharpe Ratio 1.24
Information Ratio 0
Alpha Ratio 0
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,973
28 Feb 22₹14,385
28 Feb 23₹14,027
29 Feb 24₹17,884
28 Feb 25₹20,285

Sundaram Global Advantage 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 Global Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Mar 25

DurationReturns
1 Month -4.6%
3 Month -0.3%
6 Month 8.3%
1 Year 7.7%
3 Year 13%
5 Year 17.3%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.1%
2022 30.1%
2021 -15.4%
2020 18.5%
2019 21.4%
2018 17.6%
2017 -8.1%
2016 19.8%
2015 12.8%
2014 -14.2%
Fund Manager information for Sundaram Global Advantage Fund
NameSinceTenure
Rohit Seksaria30 Dec 177.17 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.
Pathanjali Srinivasan1 Apr 240.92 Yr.

Data below for Sundaram Global Advantage Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology31.13%
Consumer Cyclical22.47%
Financial Services15.25%
Communication Services14.46%
Consumer Defensive8.38%
Industrials4.23%
Asset Allocation
Asset ClassValue
Cash4.08%
Equity95.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Global Brand Master
Investment Fund | -
96%₹116 Cr8,282,595
↓ -275,000
Treps
CBLO/Reverse Repo | -
5%₹6 Cr
Cash And Other Net Current Assets
Net Current Assets | -
1%-₹1 Cr

8. 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 11.7% 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% .

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 (13 Mar 25) ₹73.9497 ↓ -0.19   (-0.26 %)
Net Assets (Cr) ₹6,470 on 31 Jan 25
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.49
Information Ratio -1.14
Alpha Ratio 2
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

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 13 Mar 25

DurationReturns
1 Month -3.5%
3 Month -15.7%
6 Month -15.6%
1 Year 5.5%
3 Year 12.4%
5 Year 18.2%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath1 Jul 240.67 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services23.3%
Consumer Cyclical16.44%
Industrials12.24%
Health Care9.93%
Technology7.5%
Energy6.53%
Communication Services5.74%
Consumer Defensive5.14%
Basic Materials4.8%
Real Estate2.54%
Utility2.39%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
5%₹330 Cr1,940,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹279 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹254 Cr2,010,000
↑ 285,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
3%₹188 Cr1,000,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹178 Cr2,300,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹153 Cr6,943,496
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹148 Cr415,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹146 Cr900,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK
2%₹129 Cr680,000
↑ 46,157
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JUBLFOOD
2%₹118 Cr1,675,000
↑ 285,573

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?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

Disclaimer:
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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