| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.28% |
| NAV | ₹27.5 (18 Jul 2019) |
|---|---|
| Fund Started | 13 May 2013 |
| Fund Size | ₹662 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 9.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 5.9% |
| LIC Housing Finance Ltd. | Financial | Bonds | 5.0% |
| Jamnagar Utilities and Power Pvt. Ltd. | Engineering | Debenture | 4.9% |
| Reliance Industries Ltd. | Energy | NCD | 4.8% |
| Maharashtra State | Others | SDL | 4.4% |
| Indian Railway Finance Corpn. Ltd. | Financial | Bonds | 4.3% |
| REC Ltd. | Financial | Bonds | 4.2% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 4.2% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 4.1% |
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.