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టాప్ 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు 2022 | ఫిన్‌క్యాష్

ఫిన్‌క్యాష్ »సుందరం మ్యూచువల్ ఫండ్ »ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు

2022 కోసం 10 ఉత్తమ సుందరం మ్యూచువల్ ఫండ్ పథకాలు

Updated on March 28, 2025 , 6199 views

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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sundaram

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

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
Sundaram Rural and Consumption Fund Growth ₹88.8502
↓ -0.01
₹1,398 5,000 100 -9.4-16.19.316.822.812.320.1
Sundaram Mid Cap Fund Growth ₹1,234.96
↓ -0.13
₹10,451 5,000 100 -10.5-13.712.421.130.323.732
Sundaram Debt Oriented Hybrid Fund Growth ₹29.0066
↑ 0.00
₹27 5,000 250 0.906.57.19.77.38
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 5,000 100 -58.524.51717.318.4
Sundaram Corporate Bond Fund Growth ₹39.2992
↑ 0.02
₹705 5,000 250 2.33.88.46.46.478
Sundaram Banking & PSU Debt Fund Growth ₹42.1234
↑ 0.02
₹337 100,000 250 2.33.88.36.45.87.48
Sundaram Financial Services Opportunities Fund Growth ₹95.2151
↓ -0.01
₹1,325 100,000 100 1.3-6.68.21825.214.47.1
Sundaram Large and Mid Cap Fund Growth ₹78.6662
↓ -0.01
₹5,861 5,000 100 -7.7-11.57.91325.112.121.1
Sundaram Short Term Credit Risk Fund Growth ₹26.352
↑ 0.00
₹116 5,000 250 11.95.31.93.85.4
Sundaram Diversified Equity Fund Growth ₹204.012
↓ -0.03
₹1,362 500 250 -4.3-9.95.111.623.315.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 25

1. 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 12.3% 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 (31 Mar 25) ₹88.8502 ↓ -0.01   (-0.02 %)
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.

DateValue
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

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

DurationReturns
1 Month 3.2%
3 Month -9.4%
6 Month -16.1%
1 Year 9.3%
3 Year 16.8%
5 Year 22.8%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 223.16 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 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

2. 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 23.7% 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 (31 Mar 25) ₹1,234.96 ↓ -0.13   (-0.01 %)
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.

DateValue
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

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 ₹642,208.
Net Profit of ₹342,208
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 31 Mar 25

DurationReturns
1 Month 8.4%
3 Month -10.5%
6 Month -13.7%
1 Year 12.4%
3 Year 21.1%
5 Year 30.3%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.02 Yr.
Ratish Varier24 Feb 214.02 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 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

3. Sundaram Debt Oriented Hybrid Fund

(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 CAGR/Annualized return of 7.3% since its launch.  Ranked 8 in Hybrid Debt category.  Return for 2024 was 8% , 2023 was 9.2% and 2022 was 2.8% .

Below is the key information for Sundaram Debt Oriented Hybrid Fund

Sundaram Debt Oriented Hybrid Fund
Growth
Launch Date 8 Mar 10
NAV (31 Mar 25) ₹29.0066 ↑ 0.00   (0.01 %)
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.

DateValue
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

Sundaram Debt Oriented Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Sundaram Debt Oriented Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 2.5%
3 Month 0.9%
6 Month 0%
1 Year 6.5%
3 Year 7.1%
5 Year 9.7%
10 Year
15 Year
Since launch 7.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dwijendra Srivastava1 Jun 1212.76 Yr.
S. Bharath16 May 222.79 Yr.
Sandeep Agarwal30 Sep 1212.42 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Debt Oriented Hybrid Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash19.66%
Equity19.18%
Debt60.85%
Other0.31%
Equity Sector Allocation
SectorValue
Financial Services6.99%
Technology2.38%
Energy2%
Communication Services1.69%
Consumer Defensive1.53%
Consumer Cyclical1.47%
Basic Materials1.3%
Industrials0.48%
Health Care0.43%
Debt Sector Allocation
SectorValue
Government60.85%
Cash Equivalent19.66%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
42%₹11 Cr1,100,000
7.3% Govt Stock 2053
Sovereign Bonds | -
19%₹5 Cr500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | HDFCBANK
3%₹1 Cr4,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
2%₹1 Cr4,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹0 Cr2,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
2%₹0 Cr3,400
Infosys Ltd (Technology)
Equity, Since 29 Feb 20 | INFY
1%₹0 Cr1,750
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 20 | HCLTECH
1%₹0 Cr1,848
POWERGRID Infrastructure Investment Trust Units
Equity, Since 15 Mar 24 | -
1%₹0 Cr30,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
1%₹0 Cr2,000

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)
Sub Cat. Focused

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,087

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 31 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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
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 Corporate Bond Fund

(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 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% .

Below is the key information for Sundaram Corporate Bond Fund

Sundaram Corporate Bond Fund
Growth
Launch Date 30 Dec 04
NAV (31 Mar 25) ₹39.2992 ↑ 0.02   (0.05 %)
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.

DateValue
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

Sundaram Corporate Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for Sundaram Corporate Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 1.4%
3 Month 2.3%
6 Month 3.8%
1 Year 8.4%
3 Year 6.4%
5 Year 6.4%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dwijendra Srivastava31 Jul 1014.59 Yr.
Sandeep Agarwal1 Jun 1212.76 Yr.

Data below for Sundaram Corporate Bond Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash4.91%
Debt94.68%
Other0.4%
Debt Sector Allocation
SectorValue
Corporate53.23%
Government41.45%
Cash Equivalent4.91%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
12%₹86 Cr8,400,000
Small Industries Development Bank Of India
Debentures | -
7%₹51 Cr5,000
Indian Railway Finance Corporation Limited
Debentures | -
6%₹40 Cr4,000
National Housing Bank
Debentures | -
6%₹40 Cr4,000
LIC Housing Finance Limited
Debentures | -
4%₹30 Cr300
National Bank For Agriculture And Rural Development
Debentures | -
4%₹25 Cr2,500
HDFC Bank Limited
Debentures | -
4%₹25 Cr2,500
National Bank For Agriculture And Rural Development
Debentures | -
4%₹25 Cr2,500
Power Finance Corporation Ltd.
Debentures | -
4%₹25 Cr2,500
Rural Electrification Corporation Limited
Debentures | -
4%₹25 Cr2,500

6. Sundaram Banking & PSU Debt Fund

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 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% .

Below is the key information for Sundaram Banking & PSU Debt Fund

Sundaram Banking & PSU Debt Fund
Growth
Launch Date 30 Dec 04
NAV (31 Mar 25) ₹42.1234 ↑ 0.02   (0.05 %)
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.

DateValue
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

Sundaram Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for Sundaram Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 1.3%
3 Month 2.3%
6 Month 3.8%
1 Year 8.3%
3 Year 6.4%
5 Year 5.8%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dwijendra Srivastava27 Jul 1014.61 Yr.
Sandeep Agarwal16 May 222.79 Yr.

Data below for Sundaram Banking & PSU Debt Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash7.17%
Debt92.46%
Other0.37%
Debt Sector Allocation
SectorValue
Corporate51.86%
Government40.61%
Cash Equivalent7.17%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.1% Govt Stock 2034
Sovereign Bonds | -
14%₹46 Cr4,500,000
Indian Oil Corporation Limited
Debentures | -
9%₹30 Cr300
Rural Electrification Corporation Limited
Debentures | -
7%₹25 Cr250
HDFC Bank Limited
Debentures | -
7%₹25 Cr2,500
National Housing Bank
Debentures | -
6%₹20 Cr2,000
Small Industries Development Bank Of India
Debentures | -
6%₹20 Cr200
Power Finance Corporation Limited
Debentures | -
6%₹20 Cr200
National Bank For Agriculture And Rural Development
Debentures | -
4%₹15 Cr1,500
Export-Import Bank Of India
Debentures | -
4%₹15 Cr1,500
Indian Railway Finance Corporation Limited
Debentures | -
4%₹15 Cr1,500

7. 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 14.4% 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 (31 Mar 25) ₹95.2151 ↓ -0.01   (-0.01 %)
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.

DateValue
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

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 ₹570,326.
Net Profit of ₹270,326
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 31 Mar 25

DurationReturns
1 Month 6.4%
3 Month 1.3%
6 Month -6.6%
1 Year 8.2%
3 Year 18%
5 Year 25.2%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria30 Dec 177.17 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 28 Feb 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

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 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% .

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 (31 Mar 25) ₹78.6662 ↓ -0.01   (-0.01 %)
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.

DateValue
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

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 ₹570,326.
Net Profit of ₹270,326
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 31 Mar 25

DurationReturns
1 Month 8.7%
3 Month -7.7%
6 Month -11.5%
1 Year 7.9%
3 Year 13%
5 Year 25.1%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath1 Jul 240.67 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 28 Feb 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

9. Sundaram Short Term Credit Risk Fund

(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 CAGR/Annualized return of 5.4% since its launch.  Ranked 57 in Credit Risk category. .

Below is the key information for Sundaram Short Term Credit Risk Fund

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.

DateValue
31 Mar 20₹10,000

Sundaram Short Term Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹191,330.
Net Profit of ₹11,330
Invest Now

Returns for Sundaram Short Term Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Sundaram Short Term Credit Risk Fund
NameSinceTenure

Data below for Sundaram Short Term Credit Risk Fund as on 30 Nov 20

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. 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 15.7% since its launch.  Ranked 14 in ELSS category.  Return for 2024 was 12% , 2023 was 23.3% and 2022 was 4% .

Below is the key information for Sundaram Diversified Equity Fund

Sundaram Diversified Equity Fund
Growth
Launch Date 22 Nov 99
NAV (31 Mar 25) ₹204.012 ↓ -0.03   (-0.02 %)
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.

DateValue
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

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 ₹543,623.
Net Profit of ₹243,623
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 31 Mar 25

DurationReturns
1 Month 6%
3 Month -4.3%
6 Month -9.9%
1 Year 5.1%
3 Year 11.6%
5 Year 23.3%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sudhir Kedia1 Jan 223.16 Yr.
Rohit Seksaria24 Feb 214.02 Yr.

Data below for Sundaram Diversified Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.12%
Industrials12.55%
Consumer Cyclical10.1%
Technology9.46%
Consumer Defensive7.23%
Health Care7.01%
Communication Services5.72%
Energy5.64%
Basic Materials5.22%
Utility1.44%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity97.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK
8%₹123 Cr724,000
↑ 26,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK
8%₹111 Cr883,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY
5%₹68 Cr364,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
4%₹64 Cr504,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT
4%₹56 Cr156,446
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹49 Cr304,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
3%₹47 Cr114,734
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹42 Cr545,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
3%₹41 Cr419,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 532538
3%₹37 Cr32,000

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