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SUSundaram MFDirect · IDCW

Sundaram Equity Fund - IDCW - Direct Plan

Multi Cap FundEquity - Multi Cap FundBenchmark: Nifty500 Multicap 50:25:25 - TRI
NAV · 31 Dec 2021₹16.12+0.92%
AUM₹819 Crfrom this fund's primary plan
Expense Ratio0.74%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2019

Investment Objective

The investment objective of the scheme is to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Fund Mandate

Equity & Equity related securities in Large Cap companies25%–50%
Equity & Equity related securities in Mid Cap companies25%–50%
Equity & Equity related securities in Small Cap companies25%–50%
Fixed Income and MMI / Cash and Cash Equivalents0%–25%
Asset Allocation
Domestic Equity98.9%
Cash & Equivalents1.0%
Other0.1%
Fund Managers
SB
S. Bharath
Fund Manager
Key Information
0.74%
₹100from this fund's primary plan
₹100
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
Inception06 Sep 2019
AMCSundaram MF
Top Holdings
1Reliance Industries Ltd.Crude Oil4.32%
2Infosys Ltd.IT3.58%
3HDFC Bank Ltd.Bank3.36%
4ICICI Bank Ltd.Bank3.26%
5Mindtree Ltd. - (Amalgamated)IT3.13%
6Housing Development Finance Corporation Ltd. - (Amalgamated)Finance3.03%
7Bharti Airtel Ltd.Telecom2.65%
8Navin Fluorine International Ltd.Chemicals2.64%
9Axis Bank Ltd.Bank2.59%
10State Bank Of IndiaBank2.32%
Sector Allocation
Bank14.3%
IT12.1%
Finance11.2%
Automobile & Ancillaries8.6%
Crude Oil7.0%
Chemicals5.9%
Healthcare3.8%
Construction Materials3.7%
Textile2.7%
FMCG2.6%
Telecom2.6%
Business Services2.3%
Realty2.3%
Abrasives2.0%
Infrastructure1.9%
Alcohol1.8%
Diamond & Jewellery1.7%
Gas Transmission1.7%
Agri1.5%
Iron & Steel1.5%
Insurance1.4%
Retailing1.3%
Consumer Durables1.2%
Miscellaneous1.2%
Non - Ferrous Metals1.2%
Logistics1.1%
Diversified1.0%
Electricals0.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Equity Fund - IDCW - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.92%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.74%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹100
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