1M
6M
1Y
3Y
5Y
All
| NAV: 31 Dec 2021 | ₹49.25 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹38.03Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 26.4% | 25.2% | 17.0% | 9.3% |
| Category average | -4.0% | 16.2% | 6.2% | NA |
| Rank with in category | 5 | 4 | 3 | NA |
Understand terms
Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
PGIF Origin Global Smaller Companies Fund | Financial | Forgn.MF- Equity | 99.8% |
Expense ratio, exit load and tax
Expense ratio: 0.85%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
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
Rajat JainJan 2013 - PresentView details
Rajat Jain
Jan 2013 - Present
View details
Education
Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Experience
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.
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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