1M
6M
1Y
All
| NAV: 31 Dec 2021 | ₹14.59 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹533.66Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Large Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 0.1% | 10.6% | 25.7% | 45.9% |
| Category average | NA | NA | 37.6% | NA |
| Rank with in category | 20 | 68 | 52 | NA |
Understand terms
Holdings (66)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 6.91% |
Infosys Ltd. | Technology | Equity | 6.35% |
HDFC Bank Ltd. | Financial | Equity | 6.02% |
Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 4.04% |
State Bank of India | Financial | Equity | 3.49% |
Axis Bank Ltd. | Financial | Equity | 3.25% |
Bharti Airtel Ltd. | Communication | Equity | 2.98% |
Tata Consultancy Services Ltd. | Technology | Equity | 2.86% |
Maruti Suzuki India Ltd. | Automobile | Equity | 2.73% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.53% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.40%
Inclusive of GST
Exit load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.
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.
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
Sudhir KediaSep 2020 - PresentView details
Sudhir Kedia
Sep 2020 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Anirvan SarkarSep 2020 - PresentView details
Anirvan Sarkar
Sep 2020 - Present
View details
Education
Mr. Sarkar has done PGDCM from IIM Calcutta
Experience
He has over 9 years of experience in sell side and buy side research. He has covered the banking and financial sector for 6 years as well as multiple other sectors prior to that. He has a very strong research background and has sound knowledge of equities markets.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
E-mail
[email protected]Website
www.principalindia.com
Principal 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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