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NAV: 17 Sep 2025
₹103.23
Rating
2
Min. SIP amount
₹100
Fund size
₹935.44Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (56)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 8.38% |
Larsen & Toubro Ltd. | Construction | Equity | 8.08% |
Reliance Industries Ltd. | Energy | Equity | 7.62% |
NTPC Ltd. | Energy | Equity | 4.69% |
Ultratech Cement Ltd. | Construction | Equity | 3.78% |
Bharat Electronics Ltd. | Capital Goods | Equity | 2.67% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 2.35% |
ICICI Bank Ltd. | Financial | Equity | 2.24% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.99% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.89% |
Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.84% |
SJS Enterprises Ltd. | Automobile | Equity | 1.73% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.67% |
Tata Power Company Ltd. | Energy | Equity | 1.66% |
State Bank of India | Financial | Equity | 1.63% |
Interglobe Aviation Ltd. | Services | Equity | 1.51% |
JK Cement Ltd. | Construction | Equity | 1.49% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.45% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.43% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.40% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.37% |
Esab India Ltd. | Capital Goods | Equity | 1.37% |
KSB Ltd. | Capital Goods | Equity | 1.37% |
Cummins India Ltd. | Capital Goods | Equity | 1.35% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 1.33% |
Brigade Enterprises Ltd. | Construction | Equity | 1.26% |
GAIL (India) Ltd. | Energy | Equity | 1.25% |
Bharti Hexacom Ltd. | Communication | Equity | 1.23% |
Craftsman Automation Ltd. | Automobile | Equity | 1.23% |
Kei Industries Ltd. | Capital Goods | Equity | 1.18% |
Indus Towers Ltd. | Communication | Equity | 1.18% |
Delhivery Ltd. | Services | Equity | 1.18% |
Torrent Power Ltd. | Energy | Equity | 1.15% |
Sobha Ltd. | Construction | Equity | 1.15% |
Siemens Ltd. | Capital Goods | Equity | 1.08% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.08% |
Ambuja Cements Ltd. | Construction | Equity | 1.05% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.03% |
Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.03% |
TD Power Systems Ltd. | Capital Goods | Equity | 1.02% |
Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 1.00% |
ABB India Ltd. | Capital Goods | Equity | 0.86% |
NCC Ltd. | Construction | Equity | 0.83% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.77% |
Siemens Energy India Ltd. | Energy | Equity | 0.76% |
Triveni Turbine Ltd. | Construction | Equity | 0.75% |
H.G. Infra Engineering Ltd. | Construction | Equity | 0.73% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.72% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.71% |
Thermax Ltd. | Capital Goods | Equity | 0.69% |
Container Corporation Of India Ltd. | Services | Equity | 0.63% |
Oswal Pumps Ltd. | Capital Goods | Equity | 0.59% |
Praj Industries Ltd. | Capital Goods | Equity | 0.56% |
Bharat Forge Ltd. | Automobile | Equity | 0.53% |
Jindal Steel Ltd. | Metals & Mining | Equity | 0.51% |
Hindustan Dorr-Oliver Ltd. | Capital Goods | Equity | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Sectoral
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -1.6% | 22.1% | 27.4% | 14.5% |
| Category average | -5.3% | 23.4% | 29.6% | NA |
| Rank with in category | 6 | 15 | 16 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 1.88%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 30 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
Fund management
Ratish VarierJul 2020 - PresentView details
Ratish Varier
Jul 2020 - Present
View details
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
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 AggarwalDec 2021 - PresentView details
Ashish Aggarwal
Dec 2021 - 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
Standard Chartered Bank
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.comPros and cons
Category: Equity Sectoral
Pros
1Y annualised returns higher than category average by 3.34%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Higher expense ratio: 1.88%
Low rating: 2
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