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NAV: 03 Sep 2025
₹94.30
Rating
2
Min. SIP amount
Not Supported
Fund size
₹961.74Cr
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 | 8.26% |
Larsen & Toubro Ltd. | Construction | Equity | 7.94% |
Reliance Industries Ltd. | Energy | Equity | 7.59% |
NTPC Ltd. | Energy | Equity | 4.66% |
Ultratech Cement Ltd. | Construction | Equity | 3.57% |
Bharat Electronics Ltd. | Capital Goods | Equity | 2.69% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 2.42% |
ICICI Bank Ltd. | Financial | Equity | 2.31% |
GE Vernova T&D India Ltd. | Capital Goods | Equity | 1.98% |
Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.97% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.78% |
JK Cement Ltd. | Construction | Equity | 1.73% |
Tata Power Company Ltd. | Energy | Equity | 1.72% |
SJS Enterprises Ltd. | Automobile | Equity | 1.60% |
State Bank of India | Financial | Equity | 1.57% |
Kalpataru Projects International Ltd. | Capital Goods | Equity | 1.55% |
Interglobe Aviation Ltd. | Services | Equity | 1.54% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.43% |
Esab India Ltd. | Capital Goods | Equity | 1.39% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 1.38% |
Hitachi Energy India Ltd. | Capital Goods | Equity | 1.36% |
KSB Ltd. | Capital Goods | Equity | 1.35% |
Brigade Enterprises Ltd. | Construction | Equity | 1.34% |
ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.30% |
Suzlon Energy Ltd. | Capital Goods | Equity | 1.28% |
Craftsman Automation Ltd. | Automobile | Equity | 1.26% |
Bharti Hexacom Ltd. | Communication | Equity | 1.25% |
Sobha Ltd. | Construction | Equity | 1.25% |
Indus Towers Ltd. | Communication | Equity | 1.23% |
TD Power Systems Ltd. | Capital Goods | Equity | 1.22% |
Kei Industries Ltd. | Capital Goods | Equity | 1.16% |
GAIL (India) Ltd. | Energy | Equity | 1.15% |
Cummins India Ltd. | Capital Goods | Equity | 1.11% |
Torrent Power Ltd. | Energy | Equity | 1.09% |
Ambuja Cements Ltd. | Construction | Equity | 1.08% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.07% |
Kirloskar Pneumatic Company Ltd. | Capital Goods | Equity | 1.06% |
Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 1.05% |
Siemens Ltd. | Capital Goods | Equity | 1.04% |
Delhivery Ltd. | Services | Equity | 1.04% |
Elecon Engineering Company Ltd. | Capital Goods | Equity | 1.04% |
ABB India Ltd. | Capital Goods | Equity | 0.92% |
NCC Ltd. | Construction | Equity | 0.86% |
Triveni Turbine Ltd. | Construction | Equity | 0.84% |
Praj Industries Ltd. | Capital Goods | Equity | 0.83% |
Thermax Ltd. | Capital Goods | Equity | 0.82% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 0.81% |
H.G. Infra Engineering Ltd. | Construction | Equity | 0.76% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.75% |
Siemens Energy India Ltd. | Energy | Equity | 0.71% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.70% |
Container Corporation Of India Ltd. | Services | Equity | 0.68% |
Oswal Pumps Ltd. | Capital Goods | Equity | 0.63% |
Bharat Forge Ltd. | Automobile | Equity | 0.55% |
Jindal Steel & Power Ltd. | Metals & Mining | Equity | 0.50% |
Hindustan Dorr-Oliver Ltd. | Capital Goods | Equity | 0.00% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Sectoral
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -3.5% | 21.0% | 26.4% | 11.9% |
| Category average | -7.1% | 23.1% | 28.9% | NA |
| Rank with in category | 3 | 16 | 16 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 2.40%
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.comCompare funds
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