1M
6M
1Y
All
| NAV: 11 Mar 2020 | ₹12.85 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹30.07Cr |
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 Large Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | NA | NA | NA | NA |
| Category average | NA | NA | 52.7% | NA |
| Rank with in category | 2 | 2 | 2 | NA |
Understand terms
Holdings (4)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Avenue Supermarts Ltd. | Services | Equity | 1.6% |
SBI Life Insurance Company Ltd. | Financial | Equity | 1.1% |
| Bandhan Bank Ltd. | Financial | Equity | 0.6% |
| Interglobe Aviation Ltd. | Services | Equity | 0.5% |
Expense ratio, exit load and tax
Expense ratio: 1.37%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Rahul BaijalFeb 2017 - PresentView details
Rahul Baijal
Feb 2017 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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