Other Funds in the same category are generating better returns
Hefty expense ratio implies reduced returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
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.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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+Returns (0%)
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You make
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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
49
Total AUM
₹ 41,120.59 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Other Funds in the same category are generating better returns