Holdings (10)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Principal Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 36.712609% |
| Sundaram Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 16.084915% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 13.763146% |
| Bandhan Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 13.025343% |
| Reliance Medium Term Fund Direct-Growth | Unspecified | Mutual Fund | 9.194883% |
| Tata Arbitrage Fund Direct - Growth | Unspecified | Mutual Fund | 4.4772% |
| Axis Corporate Bond Fund Direct-Growth | Unspecified | Mutual Fund | 3.738112% |
| Repo | Unspecified | Repo | 2.366394% |
| Sundaram Ultra Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 0.581979% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.05542% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | 7.37% | NA% | NA% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.31%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
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 Ultra Short to Short Term Fund Direct Growth
Sundaram Short Term Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking and PSU Debt Fund Direct Growth
Sundaram Medium Term Fund Direct Growth
Select Equity Ex Top 100 Long Short Fund Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
Managed Schemes
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Dynamic Asset Allocation Fund Direct Growth
Sundaram Ultra Short to Short Term Fund Direct Growth
Sundaram Short Term Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Banking and PSU Debt Fund Direct Growth
Sundaram Medium Term Fund Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Managed Schemes
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Dynamic Asset Allocation Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Mid Cap Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Flexi Cap Fund Direct Growth