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- సుందరం మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?
- ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు
- సుందరం మ్యూచువల్ ఫండ్‌లో ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Top 10 Funds
- Sundaram Rural and Consumption Fund
- Sundaram Mid Cap Fund
- Sundaram Debt Oriented Hybrid Fund
- Sundaram Select Focus Fund
- Sundaram Financial Services Opportunities Fund
- Sundaram Corporate Bond Fund
- Sundaram Banking & PSU Debt Fund
- Sundaram Large and Mid Cap Fund
- Sundaram Diversified Equity Fund
- Sundaram Short Term Credit Risk Fund
2022 కోసం 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు
సుందరం మ్యూచువల్ ఫండ్ అందిస్తుంది aపరిధి ఈక్విటీ, డెట్ మరియులిక్విడ్ ఫండ్స్ రిస్క్, రిటర్న్ మరియు శ్రేణిని అందించే ఖాళీలుద్రవ్యత పెట్టుబడిదారుల ప్రాధాన్యతలు. ఫండ్ హౌస్‌లో బలమైన పరిశోధనా బృందం ఉంది, ఇది మధ్యలో 'రేపటి విజేతలను' గుర్తించడంలో ట్రాక్ రికార్డ్‌ను ఉంచుతుంది మరియుచిన్న టోపీ సెగ్మెంట్. మరియు, స్థిరమైన వాటి కోసంఆదాయం ఫండ్స్, పోర్ట్‌ఫోలియో యొక్క క్రెడిట్ నాణ్యతపై బృందం ప్రాధాన్యతనిస్తుంది.
సుందరంమ్యూచువల్ ఫండ్ ఎల్లప్పుడూ వినూత్నమైనది మరియు కాపెక్స్ వంటి కొత్త థీమ్‌లలో నిధులను ప్రారంభించిన మొదటి వ్యక్తి,మిడ్ క్యాప్, లీడర్‌షిప్, రూరల్ ఇండియా మరియు మైక్రో క్యాప్ సిరీస్ ఫండ్స్. పెట్టుబడిదారులు తమ ప్లాన్ చేసుకోవచ్చుఆర్థిక లక్ష్యాలు మరియు సుందరం అందించే పథకాలలో పెట్టుబడి పెట్టండి.ఈక్విటీ ఫండ్స్ దీర్ఘకాలిక పెట్టుబడి లక్ష్యాలను ఎంచుకోవచ్చు, అయితేరుణ నిధి స్వల్పకాలానికి అనువైనవిసంపాదన.
దిగువ జాబితా చేయబడిన టాప్ 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాల నుండి మీరు ఫండ్‌ను ఎంచుకోవచ్చు. ఈ అత్యుత్తమ పనితీరు గల పథకాలు AUM వంటి ముఖ్యమైన పారామితులను చేపట్టడం ద్వారా షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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సుందరం మ్యూచువల్ ఫండ్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?
ఫండ్ హౌస్ ఈక్విటీ, డెట్ మరియు లిక్విడ్ ఫండ్స్ విభాగంలో అనేక రకాల పథకాలను అందిస్తుంది. ప్రతి పథకం యొక్క రిస్క్-రిటర్న్ సంబంధాన్ని పరిగణనలోకి తీసుకున్న తర్వాత పెట్టుబడిదారులు వారి సౌలభ్యం ఆధారంగా పథకాలను ఎంచుకోవచ్చు.
ఈ మ్యూచువల్ ఫండ్ కంపెనీ వినూత్నమైన ఉత్పత్తులను విడుదల చేయడం తెలిసిందే. రూరల్ ఇండియా, లీడర్‌షిప్, మైక్రో క్యాప్ సిరీస్ ఆఫ్ ఫండ్‌లు మరియు అనేక కొత్త థీమ్‌లలో పథకాలను ప్రారంభించిన మొదటి ఫండ్ హౌస్ ఇది.
కంపెనీ పోర్ట్‌ఫోలియో మేనేజ్‌మెంట్ సర్వీసెస్ (PMS)లో ప్రత్యేకత కలిగిన ఒక విభాగాన్ని కలిగి ఉందినికర విలువ వ్యక్తులు.
ఇది అన్ని వ్యాపార లావాదేవీలలో అత్యున్నత స్థాయి నైతిక అభ్యాసాలను సాధించడానికి ప్రయత్నిస్తుంది, తద్వారా వాటాదారుల విలువను పెంచుతుంది.
ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹93.3766
↑ 1.12 ₹1,398 5,000 100 -0.3 -7.8 14.3 17.7 21.9 12.5 20.1 Sundaram Mid Cap Fund Growth ₹1,249.47
↑ 6.96 ₹10,451 5,000 100 -3.3 -10.6 11.9 20.6 28.5 23.7 32 Sundaram Debt Oriented Hybrid Fund Growth ₹29.3963
↑ 0.12 ₹27 5,000 250 3 2.2 8.9 7.7 9.6 7.4 8 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 5,000 100 -5 8.5 24.5 17 17.3 18.4 Sundaram Financial Services Opportunities Fund Growth ₹101.627
↑ 2.36 ₹1,325 100,000 100 10.9 3.5 14.5 19.7 25 14.8 7.1 Sundaram Corporate Bond Fund Growth ₹39.7244
↑ 0.05 ₹705 5,000 250 3.2 4.6 9.5 6.9 6.6 7 8 Sundaram Banking & PSU Debt Fund Growth ₹42.5776
↑ 0.04 ₹337 100,000 250 3.2 4.6 9.4 7 5.9 7.4 8 Sundaram Large and Mid Cap Fund Growth ₹79.7209
↑ 0.96 ₹5,861 5,000 100 -1.3 -8.2 8.5 13.3 23.2 12.1 21.1 Sundaram Diversified Equity Fund Growth ₹208.49
↑ 3.03 ₹1,362 500 250 1.3 -4.6 8.1 12.1 21.9 15.8 12 Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00 ₹116 5,000 250 1 1.9 5.3 1.9 3.8 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 25
(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 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 (Erstwhile Sundaram Monthly Income Plan - Aggressive Fund) To generate regular income through investment in fixed
income securities. The secondary objective is to generate
long term capital appreciation by investing a portion of the
schemes assets in equity and equity related instruments Sundaram Debt Oriented Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 8 Mar 10. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Debt Oriented Hybrid 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 Flexible Fund-Flexible Income Plan) To generate reasonable returns by creating a portfolio
comprising substantially of fixed income instruments and
money market instruments by keeping the interest rate risk
of the fund low. Sundaram Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Corporate Bond Fund Returns up to 1 year are on To generate income and capital appreciation by primarily investing in a portfolio of high quality debt and money market securities that are issued by banks, public sector undertakings and public Financial Institutions Sundaram Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 30 Dec 04. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Banking & PSU Debt 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 (Erstwhile Sundaram Income Plus Fund) To obtain high yields by investing in fixed income securities.
Capital appreciation is secondary objective when
consistent with its primary objective. Sundaram Short Term Credit Risk Fund is a Debt - Credit Risk fund was launched on 31 Jul 02. It is a fund with Moderately Low risk and has given a Below is the key information for Sundaram Short Term Credit Risk Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.5% 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 (17 Apr 25) ₹93.3766 ↑ 1.12 (1.21 %) 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) Sub Cat. Sectoral 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 17 Apr 25 Duration Returns 1 Month 8.5% 3 Month -0.3% 6 Month -7.8% 1 Year 14.3% 3 Year 17.7% 5 Year 21.9% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% 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 2. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.7% 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 (17 Apr 25) ₹1,249.47 ↑ 6.96 (0.56 %) 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) Sub Cat. Mid Cap 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 17 Apr 25 Duration Returns 1 Month 7.6% 3 Month -3.3% 6 Month -10.6% 1 Year 11.9% 3 Year 20.6% 5 Year 28.5% 10 Year 15 Year Since launch 23.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% 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 3. Sundaram Debt Oriented Hybrid Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 8 in Hybrid Debt category. Return for 2024 was 8% , 2023 was 9.2% and 2022 was 2.8% . Sundaram Debt Oriented Hybrid Fund
Growth Launch Date 8 Mar 10 NAV (17 Apr 25) ₹29.3963 ↑ 0.12 (0.40 %) Net Assets (Cr) ₹27 on 28 Feb 25 Category Hybrid - Hybrid Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio -0.63 Information Ratio -0.94 Alpha Ratio -2.09 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Sub Cat. Hybrid Debt Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹11,529 31 Mar 22 ₹12,964 31 Mar 23 ₹13,389 31 Mar 24 ₹14,937 31 Mar 25 ₹15,910 Returns for Sundaram Debt Oriented Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25 Duration Returns 1 Month 3.1% 3 Month 3% 6 Month 2.2% 1 Year 8.9% 3 Year 7.7% 5 Year 9.6% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 9.2% 2022 2.8% 2021 14.5% 2020 7.3% 2019 0.9% 2018 -1.2% 2017 12.1% 2016 9.9% 2015 8.7% Fund Manager information for Sundaram Debt Oriented Hybrid Fund
Name Since Tenure Dwijendra Srivastava 1 Jun 12 12.84 Yr. S. Bharath 16 May 22 2.88 Yr. Sandeep Agarwal 30 Sep 12 12.51 Yr. Ashish Aggarwal 1 Jan 22 3.25 Yr. Data below for Sundaram Debt Oriented Hybrid Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 19.08% Equity 18.84% Debt 61.76% Other 0.32% Equity Sector Allocation
Sector Value Financial Services 7.08% Technology 2.11% Energy 2.09% Communication Services 1.63% Consumer Defensive 1.53% Consumer Cyclical 1.33% Basic Materials 1.29% Industrials 0.48% Health Care 0.44% Debt Sector Allocation
Sector Value Government 61.76% Cash Equivalent 19.08% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -42% ₹11 Cr 1,100,000 7.3% Govt Stock 2053
Sovereign Bonds | -19% ₹5 Cr 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK3% ₹1 Cr 4,250 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK2% ₹1 Cr 4,200 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE2% ₹0 Cr 3,400 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹0 Cr 2,500 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH1% ₹0 Cr 1,848 Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY1% ₹0 Cr 1,750 POWERGRID Infrastructure Investment Trust Units
Equity, Since 15 Mar 24 | -1% ₹0 Cr 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322151% ₹0 Cr 2,000 4. 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) Sub Cat. Focused 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 17 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 5. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.8% 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 (17 Apr 25) ₹101.627 ↑ 2.36 (2.38 %) 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) Sub Cat. Sectoral 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 17 Apr 25 Duration Returns 1 Month 12.7% 3 Month 10.9% 6 Month 3.5% 1 Year 14.5% 3 Year 19.7% 5 Year 25% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.1% 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% 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 6. Sundaram Corporate Bond Fund
CAGR/Annualized return of 7% since its launch. Ranked 15 in Corporate Bond category. Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.7% . Sundaram Corporate Bond Fund
Growth Launch Date 30 Dec 04 NAV (17 Apr 25) ₹39.7244 ↑ 0.05 (0.13 %) Net Assets (Cr) ₹705 on 28 Feb 25 Category Debt - Corporate Bond AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.51 Sharpe Ratio 0.67 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.37% Effective Maturity 5 Years 10 Months 5 Days Modified Duration 3 Years 9 Months 25 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,870 31 Mar 22 ₹11,332 31 Mar 23 ₹11,822 31 Mar 24 ₹12,605 31 Mar 25 ₹13,658 Returns for Sundaram Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25 Duration Returns 1 Month 2.1% 3 Month 3.2% 6 Month 4.6% 1 Year 9.5% 3 Year 6.9% 5 Year 6.6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.3% 2022 3.7% 2021 3.5% 2020 11% 2019 11.3% 2018 4.8% 2017 5.4% 2016 11.7% 2015 8.7% Fund Manager information for Sundaram Corporate Bond Fund
Name Since Tenure Dwijendra Srivastava 31 Jul 10 14.68 Yr. Sandeep Agarwal 1 Jun 12 12.84 Yr. Data below for Sundaram Corporate Bond Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 5.39% Debt 94.21% Other 0.41% Debt Sector Allocation
Sector Value Corporate 52.49% Government 41.71% Cash Equivalent 5.39% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -12% ₹81 Cr 7,900,000 Small Industries Development Bank Of India
Debentures | -7% ₹50 Cr 5,000 Indian Railway Finance Corporation Limited
Debentures | -6% ₹40 Cr 4,000 National Housing Bank
Debentures | -6% ₹40 Cr 4,000 LIC Housing Finance Limited
Debentures | -4% ₹30 Cr 300 HDFC Bank Limited
Debentures | -4% ₹25 Cr 2,500
↑ 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 National Bank For Agriculture And Rural Development
Debentures | -4% ₹25 Cr 2,500 Rural Electrification Corporation Limited
Debentures | -4% ₹25 Cr 2,500 Rural Electrification Corporation Limited
Debentures | -4% ₹25 Cr 2,500 7. Sundaram Banking & PSU Debt Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 51 in Banking & PSU Debt category. Return for 2024 was 8% , 2023 was 6.8% and 2022 was 3% . Sundaram Banking & PSU Debt Fund
Growth Launch Date 30 Dec 04 NAV (17 Apr 25) ₹42.5776 ↑ 0.04 (0.10 %) Net Assets (Cr) ₹337 on 28 Feb 25 Category Debt - Banking & PSU Debt AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.34 Sharpe Ratio 0.89 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 7.32% Effective Maturity 4 Years 7 Months 18 Days Modified Duration 3 Years 4 Months 2 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹10,648 31 Mar 22 ₹10,990 31 Mar 23 ₹11,384 31 Mar 24 ₹12,211 31 Mar 25 ₹13,229 Returns for Sundaram Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25 Duration Returns 1 Month 2% 3 Month 3.2% 6 Month 4.6% 1 Year 9.4% 3 Year 7% 5 Year 5.9% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8% 2023 6.8% 2022 3% 2021 2.9% 2020 7.6% 2019 10.1% 2018 6.1% 2017 6.2% 2016 7.9% 2015 8.5% Fund Manager information for Sundaram Banking & PSU Debt Fund
Name Since Tenure Dwijendra Srivastava 27 Jul 10 14.69 Yr. Sandeep Agarwal 16 May 22 2.88 Yr. Data below for Sundaram Banking & PSU Debt Fund as on 28 Feb 25
Asset Allocation
Asset Class Value Cash 8.43% Debt 91.21% Other 0.36% Debt Sector Allocation
Sector Value Corporate 51.24% Government 41.31% Cash Equivalent 7.09% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -13% ₹46 Cr 4,500,000 Indian Oil Corporation Limited
Debentures | -9% ₹30 Cr 300 Rural Electrification Corporation Limited
Debentures | -7% ₹25 Cr 250 HDFC Bank Limited
Debentures | -7% ₹25 Cr 2,500 National Housing Bank
Debentures | -6% ₹20 Cr 2,000 Small Industries Development Bank Of India
Debentures | -6% ₹20 Cr 200 Power Finance Corporation Limited
Debentures | -6% ₹20 Cr 200 National Bank For Agriculture And Rural Development
Debentures | -4% ₹15 Cr 1,500 Export-Import Bank Of India
Debentures | -4% ₹15 Cr 1,500 Indian Railway Finance Corporation Limited
Debentures | -4% ₹15 Cr 1,500 8. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.1% 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 (17 Apr 25) ₹79.7209 ↑ 0.96 (1.21 %) 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) Sub Cat. Large & Mid Cap 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 17 Apr 25 Duration Returns 1 Month 7.1% 3 Month -1.3% 6 Month -8.2% 1 Year 8.5% 3 Year 13.3% 5 Year 23.2% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.1% 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% 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 9. Sundaram Diversified Equity Fund
CAGR/Annualized return of 15.8% 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 (17 Apr 25) ₹208.49 ↑ 3.03 (1.48 %) 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 Sub Cat. ELSS 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 17 Apr 25 Duration Returns 1 Month 7% 3 Month 1.3% 6 Month -4.6% 1 Year 8.1% 3 Year 12.1% 5 Year 21.9% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 12% 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% 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 10. Sundaram Short Term Credit Risk Fund
CAGR/Annualized return of 5.4% since its launch. Ranked 57 in Credit Risk category. . Sundaram Short Term Credit Risk Fund
Growth Launch Date 31 Jul 02 NAV (29 Dec 20) ₹26.352 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹116 on 30 Nov 20 Category Debt - Credit Risk AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.32 Sharpe Ratio 1.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 250 Exit Load NIL Yield to Maturity 3.6% Effective Maturity 1 Year 2 Months 16 Days Modified Duration 11 Months 8 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 Returns for Sundaram Short Term Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 25 Duration Returns 1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 5.3% 3 Year 1.9% 5 Year 3.8% 10 Year 15 Year Since launch 5.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Short Term Credit Risk Fund
Name Since Tenure Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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