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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 64.84 | 1.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 48.01 | 1.41 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Business Cycle Fund | — | — | — |
ICICI Pru India Opp Fund | 31.33% | 27.88% | 25.04% |
HDFC Manufacturing Fund | — | — | — |
SBI Innovative Opportunities Fund | — | — | — |
Actual
Target
Sep 2024
Oct 2024
Sep 2024
Oct 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
5.31 %
Holdings
5.07 %
Holdings
4.02 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,499.56 Cr.
Ratish Varier
AUM: ₹20,199.46 Cr.
|
Exp: 10yrs
S. Bharath
AUM: ₹38,452.65 Cr.
|
Exp: 7.11yrs
Dwijendra Srivastava
AUM: ₹26,117.02 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,252.42 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%