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NAV: 28 Nov 2025
₹110.08
Rating
2
Min. SIP amount
₹100
Fund size
₹1,642.98Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (35)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Bharti Airtel Ltd. | Communication | Equity | 10.14% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 8.98% |
ITC Ltd. | Consumer Staples | Equity | 7.89% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 6.71% |
Eternal Ltd. | Services | Equity | 5.59% |
Titan Company Ltd. | Consumer Discretionary | Equity | 4.85% |
Maruti Suzuki India Ltd. | Automobile | Equity | 3.96% |
Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 3.69% |
Nestle India Ltd. | Consumer Staples | Equity | 3.43% |
Bajaj Holdings & Investment Ltd. | Financial | Equity | 3.06% |
Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 2.93% |
Britannia Industries Ltd. | Consumer Staples | Equity | 2.91% |
Trent Ltd. | Services | Equity | 2.56% |
United Spirits Ltd. | Consumer Staples | Equity | 2.41% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.33% |
SJS Enterprises Ltd. | Automobile | Equity | 2.32% |
Brigade Enterprises Ltd. | Construction | Equity | 2.12% |
Hero Motocorp Ltd. | Automobile | Equity | 1.97% |
Info Edge (India) Ltd. | Services | Equity | 1.82% |
Jyothy Labs Ltd. | Consumer Staples | Equity | 1.79% |
Avenue Supermarts Ltd. | Services | Equity | 1.69% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.53% |
Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 1.49% |
Asian Paints Ltd. | Chemicals | Equity | 1.47% |
Bajaj Auto Ltd. | Automobile | Equity | 1.39% |
Jubilant FoodWorks Ltd. | Services | Equity | 1.38% |
Devyani International Ltd. | Services | Equity | 1.31% |
Electronics Mart India Ltd. | Services | Equity | 1.18% |
Go Fashion (India) Ltd. | Services | Equity | 1.14% |
United Breweries Ltd. | Consumer Staples | Equity | 1.04% |
Varun Beverages Ltd. | Consumer Staples | Equity | 0.83% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.53% |
TVS Motor Company Ltd. | Automobile | Equity | 0.35% |
LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.02% |
TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 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 Thematic
Annualised returns
Absolute returns
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 16.8% | 18.2% | 15.1% | 15.3% |
| Category average | 16.0% | 18.6% | 14.6% | NA |
| Rank with in category | 6 | 10 | 5 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 1.31%
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 VarierJan 2022 - PresentView details
Ratish Varier
Jan 2022 - 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
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 Thematic
Pros
Lower expense ratio: 1.31%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Cons
5Y annualised returns lower than category average by 0.45%
Low rating: 2
Compare funds
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