Holdings (14)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 34.183556% |
| GOI | Sovereign | GOI Sec | 12.333388% |
| Tamilnadu State | Others | SDL | 5.526347% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.758723% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 4.741148% |
| Power Finance Corporation Ltd. | Financial | Bonds | 4.726041% |
| GOI | Sovereign | GOI Sec | 4.663573% |
| Muthoot Finance Ltd. | Financial | Debenture | 3.608598% |
| GOI | Sovereign | GOI Sec | 2.447806% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.39825% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 5.92% | 6.06% | 4.00% | 7.50% |
| Category Average | 8.32% | 7.81% | 6.76% | NA% |
| Rank Within Category | 13.00% | 13.00% | 12.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.83%
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. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Managed Schemes
Sundaram Medium Duration Fund Growth
Sundaram Banking & PSU Fund Retail Growth
Sundaram Corporate Bond Fund Growth
Sundaram Short Term Debt Fund Growth
Sundaram Low Duration Fund (Ex) Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Growth
Sundaram Conservative Hybrid Fund Growth
Sundaram Long Term Tax Advantage Fund Series I Growth
Sundaram Select Micro Cap Series VIII Growth
Sundaram Select Micro Cap Series IX Growth
Sundaram Long Term Tax Advantage Fund Series II Growth
Sundaram Select Micro Cap Series X Growth
Sundaram Select Micro Cap Series XI Growth
Sundaram Select Micro Cap Series XII 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
Sundaram Emerging Small Cap Series VII Growth
Sundaram Money Market Fund Growth
Sundaram Equity Savings Fund(Ex) Growth
Sundaram Arbitrage Fund(Ex) Growth
Sundaram Balanced Advantage Fund(Ex) Growth
Sundaram Low Duration Fund Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Arbitrage Fund Growth
Sundaram Short Duration Fund Growth
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