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3 Year return
13.9%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹815.59 Cr.
Expense Ratio
0.51% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Other Holdings | % of Asset |
---|---|
Axis Bank | 3.56 % |
Infosys | 3.22 % |
TBILL-364D | 2.93 % |
ICICI Bank | 2.86 % |
Tata Motors | 2.64 % |
Larsen & Toubro | 2.44 % |
GSEC2028 | 1.85 % |
S I D B I | 1.82 % |
GSEC2025 | 1.8 % |
Hind. Unilever | 1.72 % |
Tata Motors-DVR | 1.61 % |
Bajaj Finance | 1.61 % |
TD Power Systems | 1.54 % |
Maruti Suzuki | 1.48 % |
Force Motors | 1.46 % |
Margin Money For Derivatives | 1.41 % |
Bharti Airtel | 1.38 % |
Aurobindo Pharma | 1.29 % |
NIIT Learning | 1.23 % |
N A B A R D | 1.23 % |
Sun Pharma.Inds. | 1.22 % |
Power Fin.Corpn. | 1.22 % |
N A B A R D | 1.22 % |
St Bk of India | 1.21 % |
Multi Comm. Exc. | 1.21 % |
Bharti Hexacom | 1.16 % |
Dr Reddy's Labs | 1.14 % |
Johnson Con. Hit | 1.09 % |
Tech Mahindra | 1.05 % |
Tata Steel | 0.98 % |
H P C L | 0.93 % |
Mankind Pharma | 0.92 % |
Federal Bank | 0.89 % |
Triveni Turbine | 0.88 % |
United Breweries | 0.85 % |
ICRA | 0.84 % |
Interglobe Aviat | 0.83 % |
Cummins India | 0.8 % |
Canara Bank | 0.72 % |
Cholaman.Inv.&Fn | 0.7 % |
Kesoram Inds. | 0.67 % |
Bank of Baroda | 0.65 % |
UltraTech Cem. | 0.61 % |
Sterling & Wils. | 0.6 % |
GSEC2025 | 0.6 % |
Union Bank (I) | 0.6 % |
Info Edg.(India) | 0.59 % |
Titan Company | 0.53 % |
Cipla | 0.51 % |
Tata Technolog. | 0.45 % |
Adani Ports | 0.37 % |
Dalmia BharatLtd | 0.36 % |
C.E. Info System | 0.35 % |
Clean Science | 0.32 % |
A B B | 0.3 % |
ACC | 0.27 % |
TCS | 0.27 % |
United Spirits | 0.26 % |
NTPC | 0.25 % |
Alkem Lab | 0.24 % |
Doms Industries | 0.22 % |
JSW Steel | 0.21 % |
Zomato Ltd | 0.13 % |
MAHARASTHRA 2025 | 0.12 % |
Jio Financial | 0.1 % |
Ambuja Cements | 0.07 % |
Asian Paints | 0.04 % |
BEML Land Assets | 0.02 % |
Britannia Inds. | 0 % |
Net CA & Others | -0.07 % |
Sundaram Mutual Fund Managers
SK
Sudhir Kedia
Fund Manager since Oct 2019
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) Direct Plan IDCW Quarterly Payout |
13.89% |
5 |
Mahindra Manulife Equity Savings Fund Direct Plan Dividend Payout |
12.12% |
4.5 |
Mirae Asset Equity Savings Fund Direct IDCW Payout |
11.26% |
3.5 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
Key Features of The Fund
5-year return | 13.42% |
Expense Ratio | 0.51% |
Fund Manager | Sudhir Kedia |
Fund Size | ₹815.59 Cr |
Risk Profile | Moderate |
AMC Contact Details
Name | Sundaram Mutual Fund |
Launch Date | 1996 |
Addresss | Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014 |
Contact | 1860 425 7237, 044 2858 3362/3367, 044 2856 9900 |
customerservices@sundarammutual.com | |
Website | https://www.sundarammutual.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.