Holdings (9)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 28.799629% |
| Principal Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 23.793457% |
| Principal Short Term Income Fund Direct-Growth | Unspecified | Mutual Fund | 20.334687% |
| Bandhan Short Duration Fund Direct-Growth | Unspecified | Mutual Fund | 10.463281% |
| Invesco India Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 7.603467% |
| Tata Arbitrage Fund Direct - Growth | Unspecified | Mutual Fund | 6.871742% |
| Principal Retail Money Manager Fund Direct-Growth | Unspecified | Mutual Fund | 1.932598% |
| Repo | Unspecified | Repo | 0.205114% |
| Net Payables | Unspecified | Net Payables | -0.00397441% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | 7.37% | NA% | NA% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.35%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
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 Low Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Managed Schemes
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Managed Schemes
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Mid Cap Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Flexi Cap Fund Direct Growth