1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹22.52 |
| Min. SIP amount | ₹100 |
| Rating | 3 |
| Fund size | ₹3,703.07Cr |
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
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 27.5% | 13.0% | 17.4% | 14.2% |
| Category average | 35.4% | 13.9% | 17.9% | NA |
| Rank with in category | 63 | 40 | 27 | NA |
Understand terms
Holdings (56)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 8.21% |
ICICI Bank Ltd. | Financial | Equity | 7.93% |
Reliance Industries Ltd. | Energy | Equity | 6.70% |
Infosys Ltd. | Technology | Equity | 5.98% |
Larsen & Toubro Ltd. | Construction | Equity | 5.61% |
Bharti Airtel Ltd. | Communication | Equity | 4.24% |
State Bank of India | Financial | Equity | 3.82% |
Axis Bank Ltd. | Financial | Equity | 3.56% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.29% |
Tata Motors Ltd. | Automobile | Equity | 2.96% |
See All
Pros and cons
Category: Equity Large Cap
Pros
Lower expense ratio: 0.6%
10Y annualised returns higher than category average by 0.8%
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lower alpha: -0.21
The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y
Expense ratio, exit load and tax
Expense ratio: 0.60%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
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
Ashwin JainOct 2024 - PresentView details
Ashwin Jain
Oct 2024 - Present
View details
Education
Mr. Jain is a B.E. and PGDM.
Experience
Prior to joining Sundaram Asset Management Company Ltd. He has worked with ICICI Prudential Asset Management Co. Ltd, HCL Technologies, Irevana and Merill Lynch.
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.comCompare funds
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