CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFIDCW

Sundaram Diversified Equity - Dividend Payout

elssEquity - ELSSBenchmark: BSE 200 - TRI
NAV · 11 Nov 2019₹11.33+0.24%
AUM₹1.3k Crfrom this fund's primary plan
Expense Ratio2.09%
CAGR—
Exit LoadNil
Min SIP₹100from this fund's primary plan
Launched1999

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments. A three-year lock-in period shall apply in line with the regulation for ELSS Schemes.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.09%
₹100from this fund's primary plan
₹500
Nil
Nil
Inception17 Nov 1999
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram Diversified Equity - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.24%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.09%
Nil
Nil
₹100from this fund's primary plan
₹500
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