1M
6M
1Y
3Y
5Y
All
| NAV: 24 Dec 2020 | ₹16.09 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹2.53Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 14.2% | 4.8% | 9.7% | 9.9% |
| Category average | 22.8% | 12.3% | 15.7% | NA |
| Rank with in category | 22 | 26 | 21 | NA |
Understand terms
Peer Comparison
| Hybrid, Aggressive Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | 5 | 34.8% | 21.8% | 642.94 |
ICICI Prudential Equity & Debt Fund Direct Growth | 5 | 25.5% | 18.2% | 41,395.98 |
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth | 5 | 26.8% | 17.8% | 1,000.31 |
Edelweiss Aggressive Hybrid Fund Direct Growth | 5 | 26.1% | 17.6% | 2,197.84 |
Quant Absolute Fund Direct Growth | 5 | 21.1% | 13.9% | 2,352.27 |
Holdings (52)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 8.10% |
Reliance Industries Ltd. | Energy | Equity | 6.26% |
Infosys Ltd. | Technology | Equity | 5.72% |
ICICI Bank Ltd. | Financial | Equity | 4.29% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.53% |
Tata Consultancy Services Ltd. | Technology | Equity | 3.36% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.98% |
Bajaj Finance Ltd. | Financial | Equity | 2.85% |
Larsen & Toubro Ltd. | Construction | Equity | 2.59% |
Divi's Laboratories Ltd. | Healthcare | Equity | 2.46% |
Dixon Technologies (India) Ltd. | Engineering | Equity | 2.16% |
Axis Bank Ltd. | Financial | Equity | 1.86% |
Maruti Suzuki India Ltd. | Automobile | Equity | 1.72% |
Abbott India Ltd. | Healthcare | Equity | 1.46% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.42% |
Max Financial Services Ltd. | Financial | Equity | 1.40% |
Can Fin Homes Ltd. | Financial | Equity | 1.38% |
JK Cement Ltd | Construction | Equity | 1.35% |
Orient Electric Ltd. | Engineering | Equity | 1.35% |
State Bank of India | Financial | Equity | 1.35% |
Ultratech Cement Ltd. | Construction | Equity | 1.33% |
Bharti Airtel Ltd. | Communication | Equity | 1.33% |
Avenue Supermarts Ltd. | Services | Equity | 1.32% |
SBI Life Insurance Company Ltd. | Financial | Equity | 1.27% |
Rossari Biotech Ltd. | Chemicals | Equity | 1.26% |
TCI Express Ltd. | Services | Equity | 1.24% |
Hindustan Unilever Ltd. | FMCG | Equity | 1.22% |
Relaxo Footwears Ltd. | FMCG | Equity | 1.16% |
Astral Poly Technik Ltd. | Chemicals | Equity | 1.14% |
Syngene International Ltd. | Healthcare | Equity | 1.14% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 1.10% |
Timken India Ltd. | Engineering | Equity | 1.09% |
PI Industries Ltd. | Chemicals | Equity | 1.08% |
ITC Ltd. | FMCG | Equity | 1.07% |
Ceat Ltd. | Automobile | Equity | 1.06% |
Coforge Ltd. | Technology | Equity | 1.06% |
Atul Ltd. | Chemicals | Equity | 1.02% |
Coromandel International Ltd. | Chemicals | Equity | 0.99% |
Motherson Sumi Systems Ltd. | Automobile | Equity | 0.98% |
SBI Cards & Payments Services Ltd. | Financial | Equity | 0.95% |
Bayer CropScience Ltd. | Healthcare | Equity | 0.90% |
Whirlpool Of India Ltd. | Cons Durable | Equity | 0.88% |
Bajaj Finserv Ltd. | Financial | Equity | 0.87% |
Shree Cement Ltd. | Construction | Equity | 0.86% |
Aarti Industries Ltd. | Chemicals | Equity | 0.84% |
SRF Ltd. | Diversified | Equity | 0.81% |
Computer Age Management Services Ltd. | Financial | Equity | 0.79% |
Dabur India Ltd. | FMCG | Equity | 0.75% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.74% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.66% |
Natco Pharma Ltd. | Healthcare | Equity | 0.55% |
Reserve Bank of India | Financial | T-Bills | 0.39% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.17%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Ravi GopalakrishnanJul 2019 - PresentView details
Ravi Gopalakrishnan
Jul 2019 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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