Holdings (27)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| JM Financial Products Ltd. | Financial | Debenture | 11.54% |
| JM Financial Products Ltd. | Financial | Debenture | 11.44% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 11.13% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 11.11% |
| Vedanta Ltd. | Metals | Debenture | 10.5% |
| Sunny View Estates Pvt Ltd. | Construction | Debenture | 10.26% |
| Sunny View Estates Pvt Ltd. | Construction | Debenture | 10.23% |
| Vedanta Ltd. | Metals | Debenture | 10.08% |
| Edelweiss Housing Finance Ltd. | Financial | DDB | 9.03% |
| Edelweiss Housing Finance Ltd. | Financial | DDB | 9% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 7.38% | 7.87% | NA% | 8.75% |
| Category Average | 7.42% | 7.90% | 6.58% | NA% |
| Rank Within Category | 110.00% | 37.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.49737367%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Managed Schemes
Sundaram Medium Duration Fund Growth
Sundaram Equity Hybrid Fund Growth
Sundaram Banking & PSU Fund Retail Growth
Sundaram Corporate Bond Fund Growth
Sundaram Short Term Credit Risk Fund Growth
Sundaram Short Term Debt Fund Growth
Sundaram Conservative Hybrid Fund Growth
Sundaram Fixed Term Plan HS Growth
Sundaram Fixed Term Plan IE Growth
Sundaram Fixed Term Plan IH Growth
Sundaram Money Market Fund Growth
Sundaram Ultra Short Term Fund Growth
Sundaram Low Duration Fund Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Short Duration Fund Growth