1M
6M
1Y
3Y
5Y
All
| NAV: 24 Dec 2020 | ₹14.24 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹0.73Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Solution Oriented Retirement
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.7% | 4.3% | 7.1% | 7.3% |
| Category average | 0.5% | 9.4% | 6.8% | NA |
| Rank with in category | 6 | 8 | 9 | NA |
Understand terms
Holdings (53)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 9.1% |
| Indian Oil Corpn. Ltd. | Energy | Equity | 6.6% |
| HDFC Bank Ltd. | Financial | Equity | 4.2% |
| Infosys Ltd. | Technology | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.2% |
| ICICI Bank Ltd. | Financial | Equity | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.9% |
Divi's Laboratories Ltd. | Healthcare | Equity | 1.7% |
| Bajaj Finance Ltd. | Financial | Equity | 1.7% |
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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
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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, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NA
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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