1M
6M
1Y
All
| NAV: 22 Oct 2024 | ₹14.85 |
| Min. SIP amount | ₹100 |
| Rating | NA |
| Fund size | ₹2,256.42Cr |
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 Flexi Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 3.5% | 17.3% | 31.5% | 52.1% |
| Category average | NA | NA | 34.3% | NA |
| Rank with in category | 24 | 52 | 66 | NA |
Understand terms
Holdings (65)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.78% |
Reliance Industries Ltd. | Energy | Equity | 5.68% |
ICICI Bank Ltd. | Financial | Equity | 5.43% |
Infosys Ltd. | Technology | Equity | 4.71% |
Larsen & Toubro Ltd. | Construction | Equity | 3.38% |
Bharti Airtel Ltd. | Communication | Equity | 3.06% |
Interglobe Aviation Ltd. | Services | Equity | 2.76% |
State Bank of India | Financial | Equity | 2.63% |
Triveni Turbine Ltd. | Construction | Equity | 2.57% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.50% |
See All
Pros and cons
Category: Equity Flexi Cap
Pros
Lower expense ratio: 0.57%
Cons
1Y annualised returns lower than category average by 5.38%
Expense ratio, exit load and tax
Expense ratio: 0.57%
Inclusive of GST
Exit load
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
Bharath S.Jul 2024 - PresentView details
Bharath S.
Jul 2024 - 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
Pathanjali SrinivasanJul 2024 - PresentView details
Pathanjali Srinivasan
Jul 2024 - Present
View details
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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