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 MFGrowth

Sundaram Growth Fund - Dividend

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 16 Sep 2016₹10.73+0.38%
AUM₹176 Crfrom this fund's primary plan
Expense Ratio2.93%
CAGR—
Exit Load2% on or before 18M, Nil after 18M
Min SIP₹250from this fund's primary plan
Launched2003

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Fund Mandate

Equity & Equity-linked instruments(including investment in derivatives)80%–100%
Money Market Securities0%–20%
Fund Managers
SC
Shiv Chanani
Fund Manager
Key Information
2.93%
₹250from this fund's primary plan
₹5,000
2% on or before 18M, Nil after 18M
Nil
Inception21 Jan 2003
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 Growth Fund - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.38%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.93%
2% on or before 18M, Nil after 18M
Nil
₹250from this fund's primary plan
₹5,000
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