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 Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
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 Infrastructure Advantage Fund 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
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth