Holdings (68)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.12% |
| Infosys Ltd. | Technology | Equity | 6.83% |
| HDFC Bank Ltd. | Financial | Equity | 5.49% |
| Polycab India Ltd. | Engineering | Equity | 4.14% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 3.61% |
| State Bank of India | Financial | Equity | 3.09% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.93% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.76% |
| Axis Bank Ltd. | Financial | Equity | 2.73% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.46% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 31.56% | 16.76% | 14.46% | 9.71% |
| Category Average | -2.17% | 17.07% | 19.97% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 2.55%
Inclusive of GST
Exit load
Nil
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. 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