Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| The Ramco Cements Ltd. | Construction | Equity | 4% |
| City Union Bank Ltd. | Financial | Equity | 2.82% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 2.79% |
| Tata Consumer Products Ltd. | FMCG | Equity | 2.76% |
| Siemens Ltd. | Engineering | Equity | 2.63% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.19% |
| Max Financial Services Ltd. | Financial | Equity | 2.04% |
| JK Cement Ltd | Construction | Equity | 1.97% |
| Trent Ltd. | Services | Equity | 1.92% |
| Coromandel International Ltd. | Chemicals | Equity | 1.9% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 4.38% | 4.55% | NA% | 1.23% |
| 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: 1.16511056%
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