Sun F&C Value Fund - Growth
NAV · 14 May 2004₹31.46-6.87%
AUM—
Expense Ratio—
CAGR—
Exit Load—
Min SIP—
Launched—
Fund Managers
SM
Shobhit Mehrotra
Fund Manager
Key Information
—
—
₹5,000
—
Nil
Inception—
AMCPrincipal MF
Top Holdings
Portfolio holdings not disclosed for this fund yet.
On This Page
Similar Funds
Compare With
TRUSTMF Small Cap Fund - IDCW - Direct Plan and 4 more peers in this category.
Build comparison Latest News
No recent news found for Sun F&C Value Fund - Growth.
Principal MF Latest News
Trailing Returns
PeriodReturns
1 Day-6.87%
Risk Metrics
Risk metrics are not available for this fund.
Fees
—
—
Nil
—
₹5,000
Capital Gains Tax, general rules
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.
Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme