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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 · IDCW

Sundaram Equity Fund - Regular Plan - IDCW

Multi Cap FundEquity - Multi Cap FundBenchmark: Nifty500 Multicap 50:25:25 - TRI
NAV · 31 Dec 2021₹15.46+0.92%
AUM₹819 Crfrom this fund's primary plan
Expense Ratio2.52%
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%
Fund Managers
SB
S. Bharath
Fund Manager
Key Information
2.52%
₹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

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 Equity Fund - Regular Plan - IDCW.

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
₹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