1M
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| NAV: 14 Nov 2024 | ₹102.89 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹1,723.71Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Thematic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 25.3% | 16.7% | 18.6% | 16.1% |
| Category average | 34.5% | 17.6% | 19.4% | NA |
| Rank with in category | 13 | 7 | 10 | NA |
Understand terms
Holdings (31)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 9.63% |
ITC Ltd. | Consumer Staples | Equity | 9.21% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 8.70% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 6.03% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 5.97% |
Titan Company Ltd. | Consumer Discretionary | Equity | 5.59% |
Maruti Suzuki India Ltd. | Automobile | Equity | 4.92% |
United Spirits Ltd. | Consumer Staples | Equity | 4.35% |
Emami Ltd. | Consumer Staples | Equity | 3.83% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 3.75% |
Zomato Ltd. | Services | Equity | 3.24% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.89% |
Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.60% |
Nestle India Ltd. | Consumer Staples | Equity | 2.60% |
Varun Beverages Ltd. | Consumer Staples | Equity | 2.19% |
Info Edge (India) Ltd. | Services | Equity | 2.05% |
Electronics Mart India Ltd. | Services | Equity | 2.00% |
Brigade Enterprises Ltd. | Construction | Equity | 1.94% |
Britannia Industries Ltd. | Consumer Staples | Equity | 1.85% |
Bajaj Auto Ltd. | Automobile | Equity | 1.72% |
SJS Enterprises Ltd. | Automobile | Equity | 1.66% |
Asian Paints Ltd. | Chemicals | Equity | 1.60% |
Trent Ltd. | Services | Equity | 1.55% |
Avenue Supermarts Ltd. | Services | Equity | 1.44% |
Hatsun Agro Product Ltd. | Consumer Staples | Equity | 1.22% |
United Breweries Ltd. | Consumer Staples | Equity | 1.04% |
Devyani International Ltd. | Services | Equity | 0.83% |
Eureka Forbes Ltd. | Metals & Mining | Equity | 0.79% |
Jyothy Labs Ltd. | Consumer Staples | Equity | 0.76% |
Jubilant FoodWorks Ltd. | Services | Equity | 0.60% |
Chalet Hotels Ltd. | Services | Equity | 0.48% |
See All
Pros and cons
Category: Equity Thematic
Pros
Lower expense ratio: 1.28%
10Y annualised returns higher than category average by 0.15%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 1.28%
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
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Nikunj GalaJul 2024 - PresentView details
Nikunj Gala
Jul 2024 - Present
View details
Education
Mr. Gala has done MBA from NMIMS (Mumbai) and B.E (IT)
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, ASK Investment Managers, IIFL Institutional Equities and ICICI Securities
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
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