1M
6M
1Y
3Y
5Y
All
| NAV: 16 Sep 2024 | ₹12.44 |
| Min. SIP amount | ₹100 |
| Rating | 1 |
| Fund size | ₹158.29Cr |
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 Arbitrage
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.8% | 6.0% | 5.3% | 4.7% |
| Category average | 7.5% | 5.7% | 5.1% | NA |
| Rank with in category | 21 | 21 | 19 | NA |
Understand terms
Holdings (47)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Indus Towers Ltd. | Communication | Equity | 8.81% |
Ambuja Cements Ltd. | Construction | Equity | 8.09% |
HDFC Bank Ltd. | Financial | Equity | 7.46% |
Bharti Airtel Ltd. | Communication | Equity | 7.28% |
Reliance Industries Ltd. | Energy | Equity | 6.97% |
DLF Ltd. | Construction | Equity | 6.20% |
GOI | Sovereign | GOI Sec | 4.47% |
GOI | Sovereign | GOI Sec | 4.46% |
Reserve Bank of India | Financial | T-Bills | 4.34% |
Reserve Bank of India | Financial | T-Bills | 4.32% |
See All
Pros and cons
Category: Hybrid Arbitrage
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.28%
Higher alpha: 2.25
The fund has generated returns higher than benchmark - NIFTY 50 Arbitrage Total Return Index - in the last 3Y
Cons
Low rating: 1
Expense ratio, exit load and tax
Expense ratio: 0.28%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
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
Citibank 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
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