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F&O
1M
All
NAV: 03 Sep 2025
₹9.93
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹819.65Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (10)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 6.20% |
ICICI Bank Ltd. | Financial | Equity | 4.30% |
Reliance Industries Ltd. | Energy | Equity | 3.83% |
Infosys Ltd. | Technology | Equity | 2.19% |
Bharti Airtel Ltd. | Communication | Equity | 2.04% |
Bharti Airtel Ltd. | Communication | Futures | -2.05% |
Infosys Ltd. | Technology | Futures | -2.20% |
Reliance Industries Ltd. | Energy | Futures | -3.84% |
ICICI Bank Ltd. | Financial | Futures | -4.29% |
HDFC Bank Ltd. | Financial | Futures | -6.23% |
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 Thematic
Absolute returns
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | -2.6% | NA | NA | -2.5% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | NA | NA | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 2.22%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaJul 2025 - PresentView details
Dwijendra Srivastava
Jul 2025 - 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
Bharath S.Jul 2025 - PresentView details
Bharath S.
Jul 2025 - 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 2025 - PresentView details
Sandeep Agarwal
Jul 2025 - 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
Rohit SeksariaJul 2025 - PresentView details
Rohit Seksaria
Jul 2025 - 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
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
Sundaram Multi Factor Fund Growth
VS
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