Holdings (58)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| INOX Leisure Ltd. | Services | Equity | 3.3863221% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.3632919% |
| Grindwell Norton Ltd. | Metals | Equity | 2.8070457% |
| India Cements Ltd. | Construction | Equity | 2.7337073% |
| Angel Broking Ltd. | Financial | Equity | 2.4898307% |
| Happiest Minds Technologies Ltd. | Technology | Equity | 2.1881946% |
| Healthcare Global Enterprises Ltd. | Healthcare | Equity | 2.0705824% |
| JK Cement Ltd | Construction | Equity | 2.0366422% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 2.0359719% |
| Kalpataru Power Transmission Ltd. | Construction | Equity | 2.0350093% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 14.56% | -9.28% | NA% | 0.71% |
| Category Average | 10.86% | 32.26% | NA% | NA% |
| Rank Within Category | 17.00% | 8.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.38053112%
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. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Managed Schemes
Sundaram Select Micro Cap Series I Growth
Sundaram Select Micro Cap Series II Growth
Sundaram Select Micro Cap Series III Growth
Sundaram Select Micro Cap Series IV Growth
Sundaram Select Small Cap Series II Growth
Sundaram World Brand Fund Series II Growth
Sundaram World Brand Fund Series III Growth
Sundaram Select Small Cap Series III Growth
Sundaram Select Small Cap Series IV Growth
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. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Managed Schemes
Sundaram Small Cap Fund Growth
Sundaram Financial Services Opportunities Fund Growth
Sundaram Financial Services Opportunities Fund Institutional Growth
Sundaram Small Cap Fund Institutional Growth
Sundaram Select Micro Cap Series I Growth
Sundaram Select Micro Cap Series II Growth
Sundaram Select Micro Cap Series III Growth
Sundaram Select Micro Cap Series IV Growth
Sundaram Infrastructure Advantage Fund Growth
Sundaram World Brand Fund Series II Growth
Sundaram World Brand Fund Series III 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 Long Term Micro Cap Tax Advantage Fund Series III Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth
Sundaram Select Micro Cap Series XI Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Growth
Sundaram Select Micro Cap Series XII Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth
Sundaram Select Micro Cap Series XIV Growth
Sundaram Select Micro Cap Series XV Growth
Sundaram Select Small Cap Series V Growth
Sundaram Select Small Cap Series VI Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Growth
Sundaram Select Micro Cap Series XVI Growth
Sundaram Select Micro Cap Series XVII Growth
Sundaram Long Term Tax Advantage Fund Series III Growth
Sundaram Emerging Small Cap Series 1 Growth
Sundaram Emerging Small Cap Series II Growth
Sundaram Long Term Tax Advantage Fund Series IV 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 Equity Savings Fund(Ex) Growth
Sundaram Arbitrage Fund(Ex) Growth
Sundaram Nifty 100 Equal Weight Fund Growth