1M
6M
1Y
3Y
5Y
All
| NAV: 13 May 2024 | ₹479.11 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹1,286.67Cr |
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 ELSS
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 31.7% | 19.6% | 18.5% | 15.0% |
| Category average | 34.5% | 19.0% | 18.6% | NA |
| Rank with in category | 25 | 16 | 20 | NA |
Understand terms
Holdings (74)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 7.05% |
Reliance Industries Ltd. | Energy | Equity | 6.54% |
ICICI Bank Ltd. | Financial | Equity | 5.81% |
Infosys Ltd. | Technology | Equity | 3.77% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.03% |
Force Motors Ltd. | Automobile | Equity | 2.94% |
Larsen & Toubro Ltd. | Construction | Equity | 2.69% |
State Bank of India | Financial | Equity | 2.68% |
Axis Bank Ltd. | Financial | Equity | 2.62% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.58% |
See All
Pros and cons
Category: Equity ELSS
Pros
Cons
3Y annualised returns higher than category average by 0.61%
1Y, 5Y and 10Y annualised returns lower than category average
Higher alpha: 1.97
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
Lock-in period: 3Y
Exit load is zero
Higher expense ratio: 1.65%
Expense ratio, exit load and tax
Expense ratio: 1.65%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Sudhir KediaOct 2019 - PresentView details
Sudhir Kedia
Oct 2019 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
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
NA
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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