1M
6M
1Y
3Y
All
| NAV: 19 May 2021 | ₹13.15 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹98.44Cr |
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 Diversified
Annualised returns
Absolute returns
| 6M | 1Y | 3Y | All | |
|---|---|---|---|---|
| Fund returns | NA | 63.6% | 7.3% | 7.1% |
| Category average | NA | 48.8% | 24.5% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand terms
Holdings (20)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 3.25% |
State Bank of India | Financial | Equity | 3.08% |
Axis Bank Ltd. | Financial | Equity | 2.69% |
Bharti Airtel Ltd. | Communication | Equity | 2.39% |
Larsen & Toubro Ltd. | Construction | Equity | 1.90% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 1.71% |
Bank Of Baroda | Financial | Equity | 1.61% |
Federal Bank Ltd. | Financial | Equity | 1.58% |
GAIL (India) Ltd. | Energy | Equity | 1.27% |
National Thermal Power Corp. Ltd. | Energy | Equity | 1.18% |
Bharat Petroleum Corpn. Ltd. | Energy | Equity | 1.13% |
KSB Ltd. | Engineering | Equity | 1.08% |
ISGEC Heavy Engineering Ltd. | Engineering | Equity | 1.07% |
Indian Oil Corpn. Ltd. | Energy | Equity | 1.04% |
Petronet LNG Ltd. | Energy | Equity | 0.98% |
Jindal Steel & Power Ltd. | Metals | Equity | 0.88% |
Tata Motors Ltd. | Automobile | Equity | 0.83% |
Tata Steel Ltd. | Metals | Equity | 0.72% |
ITC Ltd. | FMCG | Equity | 0.65% |
Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 0.63% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.34%
Inclusive of GST
Exit load
Nil
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
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Bharath S.Apr 2018 - PresentView details
Bharath S.
Apr 2018 - 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
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
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
Sundaram Value Fund Series VIII Regular IDCW
VS
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