Holdings (24)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Bharat Electronics Ltd. | Capital Goods | Equity | 18.88% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 15.21% |
| Solar Industries India Ltd. | Chemicals | Equity | 11.67% |
| Bharat Forge Ltd. | Automobile | Equity | 9.58% |
| BEML Ltd. | Capital Goods | Equity | 8.83% |
| Astra Microwave Products Ltd. | Communication | Equity | 5.74% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 5.42% |
| Premier Explosives Ltd. | Chemicals | Equity | 3.69% |
| Cyient DLM Ltd. | Capital Goods | Equity | 3.31% |
| MTAR Technologies Ltd. | Capital Goods | Equity | 2.8% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 15.31% | NA% | NA% | NA% |
| Category Average | -2.11% | 15.99% | 21.32% | NA% |
| Rank Within Category | 4.00% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.8%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
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%.
Fund management
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining HDFC Mutual Fund, he has worked with Sundaram Mutual Fund, Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Managed Schemes
Sundaram Equity Hybrid Fund Growth
Sundaram Select Focus Fund Growth
Sundaram Multi Asset Fund Growth
Sundaram Hybrid Fund Series F Growth
Sundaram Hybrid Fund Series H Growth
Sundaram Hybrid Fund Series K Growth
Sundaram Hybrid Fund Series M Growth
Sundaram Hybrid Fund Series N Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
Sundaram Hybrid Fund Series O Growth
Sundaram Hybrid Fund Series P Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Growth
Sundaram Top 100 Series VI Growth
Sundaram Top 100 Series VII Growth
Sundaram Hybrid Fund Series U Growth
Sundaram Balanced Advantage Fund(Ex) Growth
Education
Mr. Ranjan is B.E(Computer Science) and PGDBM (Finance).
Experience
He has over 14 years of experience in equity research.