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SUSundaram MFDirect · Growth

Sundaram Growth Fund - Growth - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 16 Sep 2016₹122.03+0.39%
AUM₹176 Crfrom this fund's primary plan
Expense Ratio2.77%
CAGR—
Exit Load2% on or before 18M, Nil after 18M
Min SIP₹250from this fund's primary plan
Launched2013

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%
Asset Allocation
Domestic Equity84.7%
Cash & Equivalents15.3%
Fund Managers
SC
Shiv Chanani
Fund Manager
Key Information
2.77%
₹250from this fund's primary plan
₹5,000
2% on or before 18M, Nil after 18M
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings
1CBLOOthers17.00%
2HDFC Bank Ltd.Bank7.36%
3Housing Development Finance Corporation Ltd. - (Amalgamated)Finance6.41%
4ITC Ltd.FMCG6.22%
5Infosys Ltd.IT5.90%
6ICICI Bank Ltd.Bank4.26%
7Reliance Industries Ltd.Crude Oil4.23%
8Larsen & Toubro Ltd.Infrastructure3.53%
9Tata Motors Passenger Vehicles Ltd.Automobile & Ancillaries3.43%
10Tata Consultancy Services Ltd.IT3.00%
Sector Allocation
Bank21.3%
Others15.3%
IT11.9%
Automobile & Ancillaries9.8%
FMCG8.1%
Finance6.4%
Healthcare5.9%
Crude Oil5.1%
Infrastructure3.5%
Power2.7%
Construction Materials2.2%
Telecom2.1%
Chemicals1.5%
Mining1.2%
Diversified0.9%
Media & Entertainment0.9%
Iron & Steel0.7%
Gas Transmission0.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Trailing Returns
PeriodReturns
1 Day+0.39%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.77%
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