1M
6M
1Y
3Y
5Y
All
| NAV: 31 Dec 2021 | ₹135.14 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹1,954.01Cr |
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 Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 27.1% | 16.0% | 14.2% | 12.9% |
| Category average | 3.4% | 15.2% | 10.0% | NA |
| Rank with in category | 12 | 16 | 14 | NA |
Understand terms
Holdings (76)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 5.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.7% |
| ICICI Bank Ltd. | Financial | Equity | 4.5% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.1% |
| State Bank of India | Financial | Equity | 2.8% |
Food Corporation of India | FMCG | Bonds | 2.6% |
| United Spirits Ltd. | FMCG | Equity | 2.6% |
| Reliance Industries Ltd. | Energy | Equity | 2.4% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.3% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.24%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed 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
S BharathFeb 2021 - PresentView details
S Bharath
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sandeep AgarwalJul 2010 - PresentView details
Sandeep Agarwal
Jul 2010 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Rahul BaijalDec 2017 - PresentView details
Rahul Baijal
Dec 2017 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
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
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Sundaram Equity Hybrid Fund Regular Growth
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