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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 MFRegular · Growth

Sundaram Equity Fund - Regular Plan - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: Nifty500 Multicap 50:25:25 - TRI
NAV · 31 Dec 2021₹16.60+0.92%
AUM₹819 Cr
Expense Ratio2.52%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Min SIP₹100
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
2.52%
₹100
₹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 LtdPetroleum Products4.32%
2Infosys LtdSoftware3.58%
3HDFC Bank LtdBanks3.36%
4ICICI Bank LtdBanks3.26%
5MindTree LtdSoftware3.13%
6Housing Development Finance Corporation LtdFinance3.03%
7Bharti Airtel LtdTelecom - Services2.65%
8Navin Fluorine International LtdChemicals2.64%
9Axis Bank LtdBanks2.59%
10State Bank of IndiaBanks2.32%
Sector Allocation
Banks11.5%
Software8.8%
Finance5.3%
Chemicals4.5%
Petroleum Products4.3%
Telecom - Services2.6%
Cement & Cement Products2.3%
Other Services2.3%
Insurance2.0%
Industrial Products2.0%
Construction Project1.9%
Consumer Non Durables1.8%
Textile Products1.8%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Equity Fund - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.92%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.52%
Nil upto 25% of units and 1% for remaining units of or before 365D, Nil after 365D
Nil
₹100
₹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