Holdings (14)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| The Ramco Cements Ltd. | Construction | Equity | 4.01% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.18% |
| Max Financial Services Ltd. | Financial | Equity | 1.95% |
| Thermax Ltd. | Engineering | Equity | 1.9% |
| City Union Bank Ltd. | Financial | Equity | 1.89% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.44% |
| L&T Technology Services Ltd. | Engineering | Equity | 1.43% |
| EIH Ltd. | Services | Equity | 1.41% |
| Vardhman Textiles Ltd. | Textiles | Equity | 1.41% |
| Quess Corp Ltd. | Financial | Equity | 1.08% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 11.96% | 7.49% | NA% | 2.27% |
| Category Average | 56.23% | 14.21% | NA% | NA% |
| Rank Within Category | 1.00% | 1.00% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.74456097%
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 Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Select Small Cap Series II Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Select Small Cap Series III Direct Growth
Sundaram Select Small Cap Series IV Direct Growth