1M
6M
1Y
3Y
5Y
All
| NAV: 24 Dec 2020 | ₹13.20 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹1.26Cr |
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 Conservative Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.6% | 3.2% | 5.6% | 5.7% |
| Category average | 10.8% | 8.6% | 8.8% | NA |
| Rank with in category | 34 | 31 | 31 | NA |
Understand terms
Peer Comparison
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Regular Growth | 5 | 12.9% | 11.1% | 2,250.10 |
HDFC Hybrid Debt Fund Growth | 4 | 10.9% | 10.3% | 3,342.03 |
ICICI Prudential Regular Savings Fund Growth | 4 | 11.8% | 9.4% | 3,303.15 |
SBI Conservative Hybrid Fund Growth | 4 | 11.5% | 9.4% | 10,030.40 |
ICICI Prudential Child Care Plan Study | 5 | 5.1% | 8.8% | 130.58 |
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
JSW Steel Ltd. | Metals | Equity | 7.51% |
ICICI Bank Ltd. | Financial | Equity | 6.35% |
Axis Bank Ltd. | Financial | Equity | 6.28% |
Lupin Ltd. | Healthcare | Equity | 6.02% |
Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 5.69% |
Hindustan Unilever Ltd. | FMCG | Equity | 5.45% |
ITC Ltd. | FMCG | Equity | 5.25% |
Coal India Ltd. | Energy | Equity | 3.69% |
HDFC Bank Ltd. | Financial | Equity | 2.22% |
Reliance Industries Ltd. | Energy | Equity | 1.70% |
Infosys Ltd. | Technology | Equity | 1.57% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 0.97% |
Bajaj Finance Ltd. | Financial | Equity | 0.86% |
Tata Consultancy Services Ltd. | Technology | Equity | 0.85% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 0.85% |
Reserve Bank of India | Financial | T-Bills | 0.79% |
Larsen & Toubro Ltd. | Construction | Equity | 0.77% |
Divi's Laboratories Ltd. | Healthcare | Equity | 0.66% |
Dixon Technologies (India) Ltd. | Engineering | Equity | 0.57% |
Abbott India Ltd. | Healthcare | Equity | 0.49% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.45% |
Max Financial Services Ltd. | Financial | Equity | 0.43% |
Balkrishna Industries Ltd. | Automobile | Equity | 0.43% |
JK Cement Ltd | Construction | Equity | 0.42% |
Can Fin Homes Ltd. | Financial | Equity | 0.42% |
Ultratech Cement Ltd. | Construction | Equity | 0.42% |
Orient Electric Ltd. | Engineering | Equity | 0.41% |
State Bank of India | Financial | Equity | 0.41% |
Avenue Supermarts Ltd. | Services | Equity | 0.40% |
Bharti Airtel Ltd. | Communication | Equity | 0.40% |
SBI Life Insurance Company Ltd. | Financial | Equity | 0.39% |
Rossari Biotech Ltd. | Chemicals | Equity | 0.38% |
TCI Express Ltd. | Services | Equity | 0.37% |
Astral Poly Technik Ltd. | Chemicals | Equity | 0.37% |
Timken India Ltd. | Engineering | Equity | 0.36% |
Atul Ltd. | Chemicals | Equity | 0.35% |
Syngene International Ltd. | Healthcare | Equity | 0.34% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.34% |
PI Industries Ltd. | Chemicals | Equity | 0.33% |
Ceat Ltd. | Automobile | Equity | 0.32% |
Coforge Ltd. | Technology | Equity | 0.32% |
Motherson Sumi Systems Ltd. | Automobile | Equity | 0.30% |
Bajaj Finserv Ltd. | Financial | Equity | 0.28% |
Bayer CropScience Ltd. | Healthcare | Equity | 0.28% |
Whirlpool Of India Ltd. | Cons Durable | Equity | 0.28% |
SBI Cards & Payments Services Ltd. | Financial | Equity | 0.28% |
Relaxo Footwears Ltd. | FMCG | Equity | 0.27% |
Aarti Industries Ltd. | Chemicals | Equity | 0.26% |
SRF Ltd. | Diversified | Equity | 0.24% |
Alkem Laboratories Ltd. | Healthcare | Equity | 0.23% |
Computer Age Management Services Ltd. | Financial | Equity | 0.23% |
Dabur India Ltd. | FMCG | Equity | 0.22% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.21% |
Coromandel International Ltd. | Chemicals | Equity | 0.20% |
Shree Cement Ltd. | Construction | Equity | 0.19% |
Natco Pharma Ltd. | Healthcare | Equity | 0.17% |
Coal India Ltd. | Energy | Futures | -3.71% |
ITC Ltd. | FMCG | Futures | -4.95% |
Hindustan Unilever Ltd. | FMCG | Futures | -5.12% |
ICICI Bank Ltd. | Financial | Futures | -5.20% |
Sun Pharmaceutical Inds. Ltd. | Healthcare | Futures | -5.72% |
Axis Bank Ltd. | Financial | Futures | -5.77% |
Lupin Ltd. | Healthcare | Futures | -6.06% |
JSW Steel Ltd. | Metals | Futures | -7.56% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.25%
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
Principal Retirement Savings Fund Conservative Plan Regular Growth
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