1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹180.65 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹5,506.49Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 28.3% | 13.2% | 17.1% | 13.5% |
| Category average | 28.0% | 13.1% | 16.8% | NA |
| Rank with in category | 24 | 24 | 21 | NA |
Understand terms
Holdings (112)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 4.58% |
HDFC Bank Ltd. | Financial | Equity | 4.00% |
ICICI Bank Ltd. | Financial | Equity | 3.92% |
GOI | Sovereign | GOI Sec | 3.82% |
Infosys Ltd. | Technology | Equity | 2.99% |
Bharti Airtel Ltd. | Communication | Equity | 2.98% |
Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 2.84% |
Larsen & Toubro Ltd. | Construction | Equity | 2.21% |
GOI | Sovereign | GOI Sec | 1.93% |
GOI | Sovereign | GOI Sec | 1.91% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.68%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 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
Clyton Richard FernandesOct 2024 - PresentView details
Clyton Richard Fernandes
Oct 2024 - Present
View details
Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
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
ABN AMRO 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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