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8 सर्वोत्तम सुंदरम एसआयपी म्युच्युअल फंड 2022 | सर्वोत्तम एसआयपी फंड

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बेस्ट सुंदरम एसआयपी म्युच्युअल फंड 2022

Updated on November 1, 2024 , 16195 views

SIP किंवा पद्धतशीरगुंतवणूक योजना ची एक पद्धत आहेम्युच्युअल फंडात गुंतवणूक छोट्या रकमेतून योजना. येथे, त्याऐवजीगुंतवणूक एका वेळी मोठ्या प्रमाणात पैसे, तुम्ही नियमितपणे, दर महिन्याला किंवा तिमाहीत गुंतवणूक करू शकता. दीर्घकालीन बचतीची सवय निर्माण करण्याचा हा एक उत्तम मार्ग आहे.

sundaram

SIP सह तुम्ही तुमची दीर्घकालीन योजना करू शकताआर्थिक उद्दिष्टे जसेसेवानिवृत्ती, लग्न, घर/कार खरेदी इ. सुंदरम एसआयपी फंड्समध्ये, तुम्ही दीर्घ कालावधीसाठी INR 250 इतकी कमी रक्कम गुंतवू शकता आणि ही उद्दिष्टे साध्य करू शकता.

सुंदरम एसआयपीमध्ये गुंतवणूक का करावी?

काहीगुंतवणुकीचे फायदे SIP मध्ये आहेत:

गुंतवणूकदार योजना करत आहेतSIP मध्ये गुंतवणूक करा, येथे काही सर्वोत्तम सुंदरम एसआयपी आहेतम्युच्युअल फंड 2022 साठी. हे फंड विविध पॅरामीटर्स जसे की AUM, मागील कामगिरी, समवयस्क सरासरी परतावा इ. हाती घेऊन शॉर्टलिस्ट केले गेले आहेत.

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इक्विटीजसाठी सुंदरम म्युच्युअल फंडांचे सर्वोत्तम एसआयपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Mid Cap Fund Growth ₹1,347.97
↓ -6.49
₹12,713 100 1.415.548.723.224.340.4
Sundaram Infrastructure Advantage Fund Growth ₹93.8337
↓ -0.89
₹1,053 100 -3.57.545.721.424.141.7
Sundaram Small Cap Fund Growth ₹260.879
↓ -1.57
₹3,503 100 2.812.234.720.427.445.3
Sundaram Rural and Consumption Fund Growth ₹96.3877
↑ 0.12
₹1,629 100 015.728.817.317.830.2
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Sundaram Financial Services Opportunities Fund Growth ₹97.2642
↓ -0.71
₹1,444 100 -0.73.923.515.716.431.1
Sundaram Large and Mid Cap Fund Growth ₹83.8965
↓ -0.56
₹7,130 100 -0.91035.514.31826.8
Sundaram Diversified Equity Fund Growth ₹211.071
↓ -1.57
₹1,674 250 -2.77.1241215.623.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 24
*निधीची यादी यावर आधारितमालमत्ता >= 100 कोटी & क्रमवारी लावली3 वर्षCAGR परतावा.

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 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 (04 Nov 24) ₹1,347.97 ↓ -6.49   (-0.48 %)
Net Assets (Cr) ₹12,713 on 30 Sep 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 3.27
Information Ratio 0.12
Alpha Ratio 11.15
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,539
31 Oct 21₹15,532
31 Oct 22₹16,473
31 Oct 23₹19,559
31 Oct 24₹29,760

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 4 Nov 24

DurationReturns
1 Month -3.1%
3 Month 1.4%
6 Month 15.5%
1 Year 48.7%
3 Year 23.2%
5 Year 24.3%
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 213.6 Yr.
Ratish Varier24 Feb 213.6 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.97%
Financial Services19.92%
Industrials18.42%
Health Care11.19%
Basic Materials9.22%
Technology6.05%
Utility2.83%
Consumer Defensive2.73%
Real Estate2.23%
Communication Services1.88%
Energy1.49%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.93%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹510 Cr8,297,488
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹441 Cr1,177,160
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹433 Cr604,417
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹391 Cr969,864
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 500469
3%₹390 Cr20,011,397
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹312 Cr1,773,310
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹311 Cr1,388,200
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
2%₹301 Cr5,470,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹262 Cr506,729
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹259 Cr3,755,252

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 12.4% since its launch.  Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% .

Below is the key information for Sundaram Infrastructure Advantage Fund

Sundaram Infrastructure Advantage Fund
Growth
Launch Date 29 Sep 05
NAV (04 Nov 24) ₹93.8337 ↓ -0.89   (-0.94 %)
Net Assets (Cr) ₹1,053 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating Not Rated
Risk High
Expense Ratio 2.48
Sharpe Ratio 2.91
Information Ratio 0.13
Alpha Ratio 6.33
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
31 Oct 19₹10,000
31 Oct 20₹8,934
31 Oct 21₹16,068
31 Oct 22₹16,809
31 Oct 23₹19,858
31 Oct 24₹29,617

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 4 Nov 24

DurationReturns
1 Month -2.9%
3 Month -3.5%
6 Month 7.5%
1 Year 45.7%
3 Year 21.4%
5 Year 24.1%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 2.1%
2021 49.5%
2020 10.4%
2019 2.2%
2018 -21.9%
2017 55.5%
2016 -0.5%
2015 4.8%
2014 57.6%
Fund Manager information for Sundaram Infrastructure Advantage Fund
NameSinceTenure
Ratish Varier23 Jul 204.19 Yr.
Ashish Aggarwal1 Jan 222.75 Yr.

Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials40.53%
Utility11.33%
Energy10.8%
Communication Services9.13%
Basic Materials8.5%
Financial Services5.46%
Consumer Cyclical4.83%
Real Estate2.48%
Technology2.36%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity95.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
7%₹76 Cr205,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
6%₹68 Cr425,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
6%₹64 Cr1,540,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹62 Cr206,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
3%₹36 Cr32,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 532898
2%₹25 Cr750,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
2%₹21 Cr575,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹19 Cr650,000
KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB
2%₹19 Cr208,250
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 21 | 500312
2%₹19 Cr580,000

3. 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 18% 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 (04 Nov 24) ₹260.879 ↓ -1.57   (-0.60 %)
Net Assets (Cr) ₹3,503 on 30 Sep 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.21
Information Ratio -0.56
Alpha Ratio 3.53
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
31 Oct 19₹10,000
31 Oct 20₹10,284
31 Oct 21₹19,148
31 Oct 22₹19,764
31 Oct 23₹24,743
31 Oct 24₹34,258

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 ₹598,181.
Net Profit of ₹298,181
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 4 Nov 24

DurationReturns
1 Month -2%
3 Month 2.8%
6 Month 12.2%
1 Year 34.7%
3 Year 20.4%
5 Year 27.4%
10 Year
15 Year
Since launch 18%
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 221.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.68%
Industrials16.98%
Consumer Cyclical16.02%
Health Care8.17%
Basic Materials7.61%
Technology7.45%
Consumer Defensive6.05%
Real Estate3.66%
Communication Services3.51%
Utility1.63%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.42%
Debt0.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | 504973
3%₹102 Cr635,275
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹96 Cr387,840
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹94 Cr180,746
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹87 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | 542857
2%₹84 Cr2,132,517
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹83 Cr18,825,767
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹80 Cr410,580
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹76 Cr467,145
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 543243
2%₹72 Cr8,886,124
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹69 Cr934,565

4. 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 (04 Nov 24) ₹96.3877 ↑ 0.12   (0.13 %)
Net Assets (Cr) ₹1,629 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 2.78
Information Ratio -0.07
Alpha Ratio -3.86
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
31 Oct 19₹10,000
31 Oct 20₹9,522
31 Oct 21₹13,839
31 Oct 22₹15,151
31 Oct 23₹17,312
31 Oct 24₹22,625

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 4 Nov 24

DurationReturns
1 Month -6.4%
3 Month 0%
6 Month 15.7%
1 Year 28.8%
3 Year 17.3%
5 Year 17.8%
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 222.75 Yr.
1 Jul 240.25 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical41.86%
Consumer Defensive34.46%
Communication Services11.68%
Health Care2.89%
Financial Services2.6%
Real Estate1.94%
Basic Materials1.6%
Asset Allocation
Asset ClassValue
Cash2.96%
Equity97.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹157 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹150 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
9%₹142 Cr2,304,592
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹98 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹97 Cr350,212
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹91 Cr255,389
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹80 Cr64,616
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹71 Cr480,998
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 531162
4%₹62 Cr766,731
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹61 Cr246,492

5. 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
31 Oct 19₹10,000
31 Oct 20₹9,685
31 Oct 21₹14,531

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 4 Nov 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

6. 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 14.9% 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 (04 Nov 24) ₹97.2642 ↓ -0.71   (-0.72 %)
Net Assets (Cr) ₹1,444 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 1.76
Information Ratio 1.72
Alpha Ratio 7.62
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
31 Oct 19₹10,000
31 Oct 20₹8,578
31 Oct 21₹13,809
31 Oct 22₹14,266
31 Oct 23₹17,150
31 Oct 24₹21,732

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 ₹458,689.
Net Profit of ₹158,689
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 4 Nov 24

DurationReturns
1 Month -2.1%
3 Month -0.7%
6 Month 3.9%
1 Year 23.5%
3 Year 15.7%
5 Year 16.4%
10 Year
15 Year
Since launch 14.9%
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 176.76 Yr.
Ashish Aggarwal1 Jan 222.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services95.24%
Asset Allocation
Asset ClassValue
Cash4.76%
Equity95.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
14%₹199 Cr1,215,731
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹133 Cr1,135,593
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532174
8%₹117 Cr955,075
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹72 Cr885,294
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | 504973
5%₹69 Cr431,376
ICICI Securities Ltd (Financial Services)
Equity, Since 30 Jun 24 | ISEC
4%₹64 Cr778,252
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹60 Cr188,623
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹57 Cr397,378
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | 543243
4%₹55 Cr6,736,696
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹54 Cr74,802

7. 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 (04 Nov 24) ₹83.8965 ↓ -0.56   (-0.67 %)
Net Assets (Cr) ₹7,130 on 30 Sep 24
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.5
Information Ratio -1.14
Alpha Ratio 0.14
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
31 Oct 19₹10,000
31 Oct 20₹9,160
31 Oct 21₹15,007
31 Oct 22₹15,183
31 Oct 23₹16,522
31 Oct 24₹22,923

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 4 Nov 24

DurationReturns
1 Month -2.9%
3 Month -0.9%
6 Month 10%
1 Year 35.5%
3 Year 14.3%
5 Year 18%
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 240.25 Yr.
Ashish Aggarwal1 Jan 222.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.87%
Consumer Cyclical18.04%
Industrials15.62%
Health Care9.43%
Technology6.93%
Consumer Defensive5.45%
Energy5.45%
Communication Services5.03%
Basic Materials4.85%
Utility2.59%
Real Estate1.32%
Asset Allocation
Asset ClassValue
Cash4.43%
Equity95.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹307 Cr1,875,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | 532174
4%₹273 Cr2,225,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
3%₹242 Cr800,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹188 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
2%₹175 Cr900,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
2%₹174 Cr6,943,496
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹154 Cr415,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA
2%₹143 Cr1,220,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹143 Cr900,000
Lupin Ltd (Healthcare)
Equity, Since 30 Sep 23 | 500257
2%₹121 Cr540,541

8. 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 16.2% 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 (04 Nov 24) ₹211.071 ↓ -1.57   (-0.74 %)
Net Assets (Cr) ₹1,674 on 30 Sep 24
Category Equity - ELSS
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 1.97
Information Ratio -0.92
Alpha Ratio -5.43
Min Investment 500
Min SIP Investment 250
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,247
31 Oct 21₹14,521
31 Oct 22₹15,365
31 Oct 23₹16,513
31 Oct 24₹20,878

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 4 Nov 24

DurationReturns
1 Month -4.3%
3 Month -2.7%
6 Month 7.1%
1 Year 24%
3 Year 12%
5 Year 15.6%
10 Year
15 Year
Since launch 16.2%
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 222.75 Yr.
Rohit Seksaria24 Feb 213.6 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.72%
Industrials12.86%
Technology10.07%
Consumer Cyclical9.81%
Consumer Defensive9.31%
Energy7.21%
Health Care6.54%
Basic Materials5.58%
Communication Services4.57%
Utility0.71%
Real Estate0.58%
Asset Allocation
Asset ClassValue
Cash1.04%
Equity98.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹126 Cr767,171
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | 532174
6%₹109 Cr883,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
6%₹97 Cr320,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹76 Cr391,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA
4%₹59 Cr326,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
3%₹58 Cr156,446
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹52 Cr114,734
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | TATAMOTORS
3%₹51 Cr457,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹49 Cr419,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹48 Cr304,000

SIP गुंतवणूक कशी वाढते?

आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

गुंतवणूक केलेली एकूण रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

सुंदरम एएमसी फंडमध्ये ऑनलाइन गुंतवणूक कशी करावी?

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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