Holdings (13)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 9.4848293% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.8080979% |
| Steel Authority Of India Ltd. | Metals | CP | 8.6218218% |
| Tata Power Co. Ltd. | Energy | CP | 8.6218046% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 8.6142501% |
| Axis Bank Ltd. | Financial | CD | 8.3538775% |
| Bahadur Chand Investments Pvt. Ltd. | Financial | CP | 5.0760847% |
| REC Ltd. | Financial | NCD | 4.5435145% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.3793329% |
| Reserve Bank of India | Financial | T-Bills | 4.3089705% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 5.65% | 2.52% | 4.81% | 5.41% |
| Category Average | 10.29% | 7.72% | 7.83% | NA% |
| Rank Within Category | 11.00% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.67910742%
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. 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 Equity Hybrid Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth