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ఉత్తమ సుందరం SIP మ్యూచువల్ ఫండ్‌లు 2022
SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక యొక్క పద్ధతిమ్యూచువల్ ఫండ్‌లో పెట్టుబడి పెట్టడం చిన్న మొత్తాల ద్వారా పథకాలు. ఇక్కడ, బదులుగాపెట్టుబడి పెడుతున్నారు ఒక సమయంలో ఎక్కువ మొత్తంలో డబ్బు, మీరు ప్రతి నెల లేదా త్రైమాసికంలో క్రమం తప్పకుండా పెట్టుబడి పెట్టవచ్చు. దీర్ఘకాలిక పొదుపు అలవాటును పెంపొందించుకోవడానికి ఇది గొప్ప మార్గం.
SIPతో మీరు మీ దీర్ఘకాలిక ప్రణాళిక చేసుకోవచ్చుఆర్థిక లక్ష్యాలు ఇష్టంపదవీ విరమణ, వివాహం, ఇల్లు/కారు కొనుగోలు మొదలైనవి. సుందరం SIP ఫండ్స్‌లో, మీరు ఎక్కువ కాలం పాటు INR 250 కంటే తక్కువ మొత్తంలో పెట్టుబడి పెట్టవచ్చు మరియు ఈ లక్ష్యాలను చేరుకోవచ్చు.
సుందరం SIPలో ఎందుకు పెట్టుబడి పెట్టాలి?
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు SIPలో ఇవి ఉన్నాయి:
- రూపాయి ఖర్చు సగటు
- సమ్మేళనం యొక్క శక్తి
- దీర్ఘకాలిక పొదుపు అలవాటు
- సమయం అవసరం లేదుసంత
- సరసమైన & సౌకర్యవంతమైన
పెట్టుబడిదారులు ప్లాన్ చేస్తున్నారుSIPలో పెట్టుబడి పెట్టండి, ఇక్కడ కొన్ని ఉత్తమ సుందరం SIP ఉన్నాయిమ్యూచువల్ ఫండ్స్ 2022 కోసం. ఈ ఫండ్‌లు AUM, గత ప్రదర్శనలు, పీర్ యావరేజ్ రిటర్న్‌లు మొదలైన వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్‌లిస్ట్ చేయబడ్డాయి.
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ఈక్విటీల కోసం సుందరం మ్యూచువల్ ఫండ్స్ ద్వారా ఉత్తమ SIP ఫండ్‌లు
(Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate consistent long-term returns by
investing predominantly in
equity/equity-related instruments of
companies engaged either directly or
indirectly in infrastructure- and infrastructure
related activities or expected to benefit from
the growth and development of infrastructure Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (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 Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services. Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a Below is the key information for Sundaram Financial Services Opportunities Fund Returns up to 1 year are on (Erstwhile Sundaram Equity Multiplier Fund) The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments. Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Large and Mid Cap Fund Returns up to 1 year are on To achieve capital appreciation by investing
predominantly in equities and equity-related
instruments. A three-year lock-in period shall
apply in line with the regulation for ELSS
schemes. Sundaram Diversified Equity Fund is a Equity - ELSS fund was launched on 22 Nov 99. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Diversified Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sundaram Mid Cap Fund Growth ₹1,304.39
↓ -32.36 ₹12,713 100 -0.8 13.9 38.2 20.8 23.7 40.4 Sundaram Infrastructure Advantage Fund Growth ₹90.3876
↓ -1.85 ₹1,053 100 -4.2 5.4 37.3 18.5 23.4 41.7 Sundaram Small Cap Fund Growth ₹248.354
↓ -6.95 ₹3,503 100 -0.1 11.1 25.6 17.5 26.6 45.3 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Sundaram Rural and Consumption Fund Growth ₹94.2765
↓ -1.28 ₹1,629 100 -1.8 13.9 24.2 15.7 17.6 30.2 Sundaram Financial Services Opportunities Fund Growth ₹93.8032
↓ -2.17 ₹1,444 100 -1 4.3 16.5 14.5 15.2 31.1 Sundaram Large and Mid Cap Fund Growth ₹81.9338
↓ -1.54 ₹7,130 100 -1.6 9.2 29.3 12.5 17.5 26.8 Sundaram Diversified Equity Fund Growth ₹207.465
↓ -3.17 ₹1,674 250 -2.4 6.3 20.3 10.6 15.4 23.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24 ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.4% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (13 Nov 24) ₹1,304.39 ↓ -32.36 (-2.42 %) 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.
Date Value 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -7.1% 3 Month -0.8% 6 Month 13.9% 1 Year 38.2% 3 Year 20.8% 5 Year 23.7% 10 Year 15 Year Since launch 24.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 24 Feb 21 3.69 Yr. Ratish Varier 24 Feb 21 3.69 Yr. Data below for Sundaram Mid Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.8% Financial Services 19.22% Industrials 18.37% Health Care 11.04% Basic Materials 8.34% Technology 5.92% Consumer Defensive 2.9% Real Estate 2.81% Utility 2.76% Communication Services 1.99% Energy 1.52% Asset Allocation
Asset Class Value Cash 5.32% Equity 94.67% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sundaram Liquid Dir Gr
Investment Fund | -4% ₹577 Cr 2,608,605
↑ 2,377,241 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹556 Cr 7,611,667
↓ -685,821 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹448 Cr 1,177,160 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹407 Cr 938,332
↓ -31,532 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹398 Cr 525,627
↓ -78,790 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹394 Cr 20,011,397 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹304 Cr 1,388,200 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹293 Cr 1,747,182
↓ -26,128 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹279 Cr 4,543,631
↓ -103,189 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 5406112% ₹278 Cr 3,755,252 2. Sundaram Infrastructure Advantage Fund
CAGR/Annualized return of 12.2% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (13 Nov 24) ₹90.3876 ↓ -1.85 (-2.00 %) Net Assets (Cr) ₹1,053 on 30 Sep 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating 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.
Date Value 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 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -7.4% 3 Month -4.2% 6 Month 5.4% 1 Year 37.3% 3 Year 18.5% 5 Year 23.4% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 23 Jul 20 4.28 Yr. Ashish Aggarwal 1 Jan 22 2.83 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 40.33% Utility 11.54% Energy 10.24% Communication Services 9.4% Basic Materials 8.9% Consumer Cyclical 5.09% Financial Services 4.01% Real Estate 2.97% Technology 2.7% Asset Allocation
Asset Class Value Cash 4.81% Equity 95.18% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT7% ₹75 Cr 205,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL7% ₹73 Cr 425,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹65 Cr 1,465,000
↓ -75,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE6% ₹61 Cr 206,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹38 Cr 32,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹26 Cr 750,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005472% ₹21 Cr 575,000 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹20 Cr 90,503
↑ 90,503 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹19 Cr 31,400 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Aug 24 | AMBER2% ₹19 Cr 40,000
↑ 2,000 3. Sundaram Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (13 Nov 24) ₹248.354 ↓ -6.95 (-2.72 %) 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.
Date Value 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -7.5% 3 Month -0.1% 6 Month 11.1% 1 Year 25.6% 3 Year 17.5% 5 Year 26.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 1 Nov 22 2 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 21.4% Industrials 18.33% Consumer Cyclical 15.96% Health Care 8.42% Basic Materials 8.34% Technology 6.91% Consumer Defensive 6.06% Real Estate 4.14% Communication Services 3.5% Utility 1.79% Energy 1.06% Asset Allocation
Asset Class Value Cash 3.54% Equity 95.92% Debt 0.54% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹106 Cr 187,403
↑ 6,657 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹101 Cr 495,928
↓ -139,347 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹91 Cr 387,840 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹84 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹81 Cr 570,602 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹76 Cr 18,825,767 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 339,385
↑ 339,385 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 467,145 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹73 Cr 989,246
↑ 54,681 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) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,685 31 Oct 21 ₹14,531 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 2 in Sectoral category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (13 Nov 24) ₹94.2765 ↓ -1.28 (-1.34 %) 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.
Date Value 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 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -8.6% 3 Month -1.8% 6 Month 13.9% 1 Year 24.2% 3 Year 15.7% 5 Year 17.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 2.84 Yr. 1 Jul 24 0.34 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 42.58% Consumer Defensive 31.51% Communication Services 11.84% Health Care 2.84% Real Estate 2.16% Financial Services 2.11% Basic Materials 1.61% Asset Allocation
Asset Class Value Cash 5.33% Equity 94.66% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹169 Cr 987,983 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹155 Cr 2,991,251 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL8% ₹140 Cr 1,910,815
↓ -393,777 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M6% ₹108 Cr 350,492 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR6% ₹104 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹98 Cr 255,389 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹87 Cr 65,960
↑ 1,344 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹82 Cr 3,000,962
↑ 892,386 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹72 Cr 453,496
↓ -27,502 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹58 Cr 246,492 6. Sundaram Financial Services Opportunities Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 23 in Sectoral category. Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% . Sundaram Financial Services Opportunities Fund
Growth Launch Date 10 Jun 08 NAV (13 Nov 24) ₹93.8032 ↓ -2.17 (-2.26 %) 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.
Date Value 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 Returns for Sundaram Financial Services Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -4.8% 3 Month -1% 6 Month 4.3% 1 Year 16.5% 3 Year 14.5% 5 Year 15.2% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 30 Dec 17 6.84 Yr. Ashish Aggarwal 1 Jan 22 2.84 Yr. Data below for Sundaram Financial Services Opportunities Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 95.1% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK12% ₹180 Cr 1,040,586
↓ -175,145 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK10% ₹147 Cr 1,155,800
↑ 200,725 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 5322159% ₹140 Cr 1,135,593 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5000345% ₹76 Cr 99,201
↑ 24,399 State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN5% ₹70 Cr 885,294 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN5% ₹67 Cr 188,623 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Aug 22 | CHOLAHLDNG4% ₹61 Cr 299,282
↓ -132,094 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK4% ₹58 Cr 397,378 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK4% ₹54 Cr 7,028,032
↑ 291,336 Bank of Baroda (Financial Services)
Equity, Since 29 Feb 24 | 5321344% ₹53 Cr 2,143,196 7. Sundaram Large and Mid Cap Fund
CAGR/Annualized return of 12.6% 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% . Sundaram Large and Mid Cap Fund
Growth Launch Date 27 Feb 07 NAV (13 Nov 24) ₹81.9338 ↓ -1.54 (-1.84 %) 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.
Date Value 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 Returns for Sundaram Large and Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -5.9% 3 Month -1.6% 6 Month 9.2% 1 Year 29.3% 3 Year 12.5% 5 Year 17.5% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure S. Bharath 1 Jul 24 0.34 Yr. Ashish Aggarwal 1 Jan 22 2.84 Yr. Data below for Sundaram Large and Mid Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 20.34% Consumer Cyclical 18.95% Industrials 14.91% Health Care 9.33% Technology 6.66% Energy 5.95% Communication Services 5.53% Consumer Defensive 5.43% Basic Materials 5% Utility 2.73% Real Estate 2.22% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.07% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK4% ₹325 Cr 1,875,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK4% ₹283 Cr 2,225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE3% ₹236 Cr 800,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433203% ₹190 Cr 6,943,496 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹181 Cr 2,300,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY2% ₹169 Cr 900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹154 Cr 900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT2% ₹153 Cr 415,000 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹140 Cr 633,828
↑ 633,828 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | UNOMINDA2% ₹134 Cr 1,220,000 8. Sundaram Diversified Equity Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 14 in ELSS category. Return for 2023 was 23.3% , 2022 was 4% and 2021 was 31.5% . Sundaram Diversified Equity Fund
Growth Launch Date 22 Nov 99 NAV (13 Nov 24) ₹207.465 ↓ -3.17 (-1.51 %) 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.
Date Value 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 Returns for Sundaram Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -5.8% 3 Month -2.4% 6 Month 6.3% 1 Year 20.3% 3 Year 10.6% 5 Year 15.4% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sudhir Kedia 1 Jan 22 2.84 Yr. Rohit Seksaria 24 Feb 21 3.69 Yr. Data below for Sundaram Diversified Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 32.42% Industrials 13.21% Consumer Defensive 10.18% Consumer Cyclical 8.55% Technology 8.28% Health Care 6.9% Energy 6.15% Basic Materials 4.94% Communication Services 4.89% Utility 0.71% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 3.14% Equity 96.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | HDFCBANK8% ₹133 Cr 767,171 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 11 | ICICIBANK7% ₹112 Cr 883,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE5% ₹84 Cr 283,000
↓ -37,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 16 | INFY4% ₹68 Cr 364,000
↓ -27,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 18 | LT3% ₹58 Cr 156,446 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹52 Cr 304,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322153% ₹52 Cr 419,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS3% ₹49 Cr 114,734 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 20 | SUNPHARMA3% ₹45 Cr 235,000
↓ -91,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹43 Cr 545,000
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
సుందరం AMC ఫండ్‌లో ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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