Holdings (70)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Polycab India Ltd. | Engineering | Equity | 4.66% |
| The Federal Bank Ltd. | Financial | Equity | 3.54% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.2% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durable | Equity | 2.31% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.26% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.15% |
| BEML Ltd | Engineering | Equity | 2.14% |
| ICICI Bank Ltd. | Financial | Equity | 2.12% |
| MindTree Ltd. | Technology | Equity | 2.04% |
| State Bank of India | Financial | Equity | 2.02% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 45.15% | NA% | NA% | 31.54% |
| Category Average | -2.36% | 20.51% | 25.55% | NA% |
| Rank Within Category | 17.00% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 2.46%
Inclusive of GST
Exit load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Managed Schemes
Sundaram Small Cap Fund Growth
Principal Emerging Bluechip Fund Growth
Sundaram Small Cap Fund Institutional Growth
Principal Retirement Savings Fund Progressive Plan Growth
Principal Retirement Savings Fund Conservative Plan Growth
Principal Retirement Savings Fund Moderate Plan Growth
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.
Managed Schemes
Principal Personal Tax Saver Fund
Sundaram Long Term Tax Advantage Fund Series I Growth
Sundaram Long Term Tax Advantage Fund Series II Growth
Sundaram Select Micro Cap Series XIV Growth
Sundaram Select Micro Cap Series XV Growth
Sundaram Select Micro Cap Series XVI Growth
Sundaram Select Micro Cap Series XVII Growth
Sundaram Emerging Small Cap Series 1 Growth
Sundaram Emerging Small Cap Series II Growth
Sundaram Emerging Small Cap Series III Growth
Sundaram Emerging Small Cap Series IV Growth
Sundaram Multi Cap Fund Series I Growth
Sundaram Multi Cap Fund Series II Growth
Sundaram Emerging Small Cap Series V Growth
Sundaram Emerging Small Cap Series VI Growth