Sundaram BNP Paribas Tax Saver 98
Investment Objective
The scheme is due for redemption in 2008. The scheme seeks capital appreciation with at least 80 per cent exposure to equities and equity related instruments and between 5 to 20 per cent exposure to debt and money market instruments. The scheme offers liquidity through repurchase at NAV related prices
Fund Mandate
TRUSTMF Small Cap Fund - IDCW - Direct Plan and 4 more peers in this category.
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Sundaram MF Latest News
Risk metrics are not available for this fund.
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.