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3 Year return
29.01%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹38.63 Cr.
Expense Ratio
1.24% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year
Not applicable as these investments cannot be sold before the 3 year lock-in period
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Other Holdings | % of Asset |
---|---|
Angel One | 4.55 % |
Brigade Enterpr. | 4.15 % |
KEI Industries | 3.98 % |
Greenpanel Inds. | 3.52 % |
Health.Global | 3.35 % |
Ujjivan Fin.Ser. | 3.19 % |
Heritage Foods | 3.08 % |
J K Cements | 2.57 % |
Grindwell Norton | 2.46 % |
Can Fin Homes | 2.46 % |
Kalpataru Proj. | 2.3 % |
Sapphire Foods | 2.27 % |
TajGVK Hotels | 2.22 % |
Navin Fluo.Intl. | 2.09 % |
Kennametal India | 2.07 % |
Ashoka Buildcon | 2.01 % |
Westlife Food | 2.01 % |
PVR Inox | 1.91 % |
I D F C | 1.9 % |
Century Plyboard | 1.75 % |
Home First Finan | 1.68 % |
TVS Holdings | 1.56 % |
Affle India | 1.55 % |
EID Parry | 1.38 % |
CCL Products | 1.37 % |
CSB Bank | 1.23 % |
Stove Kraft | 1.22 % |
Butterfly Gan Ap | 1.2 % |
Chola Financial | 1.12 % |
Tata Steel | 1.1 % |
SIS | 1.02 % |
Johnson Con. Hit | 0.82 % |
RHI Magnesita | 0.77 % |
M M Forgings | 0.64 % |
P & G Health Ltd | 0.61 % |
Indoco Remedies | 0.54 % |
Rajapalayam Mill | 0.49 % |
Navneet Educat. | 0.37 % |
Sundaram Clayton | 0.3 % |
Net CA & Others | 0.26 % |
Sundaram Clayton | 0 % |
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Sep 2016
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant ELSS Tax Saver Fund IDCW Direct Plan Payout |
28.86% |
3.5 |
SBI Long Term Equity Fund Direct Plan IDCW Payout |
27.91% |
5 |
Bank of India ELSS Tax Saver Direct Plan IDCW Payout |
25.29% |
3 |
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 | 23.63% |
Expense Ratio | 1.24% |
Fund Manager | Rohit Seksaria |
Fund Size | ₹38.63 Cr |
Risk Profile | Very High |
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.