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3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately Low Risk
Asset Under Management
₹2078.82 Cr.
Expense Ratio
0.24% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
Other Holdings | % of Asset |
---|---|
S I D B I | 2.4 % |
Union Bank (I) | 2.4 % |
Canara Bank | 2.39 % |
IDFC First Bank | 2.39 % |
Canara Bank | 2.38 % |
HDFC Bank | 2.34 % |
ICICI Bank | 2.3 % |
Punjab Natl.Bank | 2.28 % |
E X I M Bank | 1.91 % |
N A B A R D | 1.82 % |
Union Bank (I) | 1.81 % |
St Bk of India | 1.68 % |
ICICI Bank | 1.63 % |
S I D B I | 1.61 % |
Axis Bank | 1.6 % |
Federal Bank | 1.59 % |
IndusInd Bank | 1.49 % |
IDFC First Bank | 1.49 % |
Shriram Finance | 1.45 % |
LIC Housing Fin. | 1.42 % |
ICICI Bank | 1.37 % |
HDFC Bank | 1.36 % |
LIC Housing Fin. | 1.2 % |
LIC Housing Fin. | 1.2 % |
Cholaman.Inv.&Fn | 1.2 % |
Muthoot Finance | 1.2 % |
S I D B I | 1.19 % |
Axis Bank | 1.19 % |
Axis Bank | 1.19 % |
Bank of Maha | 1.19 % |
Deutsche Invest | 1.19 % |
HDFC Bank | 1.19 % |
HSBC Investdirec | 1.19 % |
ICICI Bank | 1.19 % |
JM Finan Serv | 1.19 % |
Motil.Oswal.Fin. | 1.19 % |
N A B A R D | 1.19 % |
Axis Bank | 1.19 % |
HDFC Bank | 1.15 % |
Federal Bank | 1.15 % |
N A B A R D | 1.14 % |
Kotak Mah. Bank | 1.14 % |
S I D B I | 1.14 % |
LIC Housing Fin. | 1.13 % |
Pilani Invest. | 1.12 % |
HSBC Investdirec | 0.93 % |
LIC Housing Fin. | 0.72 % |
HDFC Bank | 0.72 % |
Embassy Off.REIT | 0.72 % |
Muthoot Finance | 0.72 % |
Axis Bank | 0.68 % |
N A B A R D | 0.68 % |
N A B A R D | 0.68 % |
Cholaman.Inv.&Fn | 0.68 % |
DBS Bank India | 0.68 % |
ICICI Securities | 0.68 % |
TBILL-364D | 0.23 % |
CDMDF (Class A2) | 0.22 % |
Net CA & Others | -0.69 % |
Sundaram Mutual Fund Managers
SC
Siddharth Chaudhary
Fund Manager since Apr 2022
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
PGIM India Ultra Short Duration Fund Direct Plan Monthly Dividend Payout |
5.7% |
2.5 |
ICICI Prudential Ultra Short Term Fund Direct Plan Monthly IDCW Payout |
6.05% |
5 |
ICICI Prudential Ultra Short Term Fund Direct Plan Quarterly IDCW Payout |
6.13% |
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 | NA |
Expense Ratio | 0.24% |
Fund Manager | Siddharth Chaudhary |
Fund Size | ₹2078.82 Cr |
Risk Profile | Moderately Low |
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.