SUSundaram MFRegular · Growth

Sundaram Multi Cap Fund - Series I - Regular Plan - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 500
NAV · 28 Jun 2023₹17.37+0.03%
AUM₹147 Cr
Expense Ratio1.35%
CAGR
Exit Load
Min SIP
Launched2018

Investment Objective

the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments.

Fund Mandate

Equity & Equity related securities65%–100%
Fixed Income & MMI0%–35%
Asset Allocation
Cash & Equivalents100.0%
Fund Managers
RS
Rohit Seksaria
Fund Manager
Key Information
1.35%
₹5,000
Nil
Inception28 Jun 2018
AMCSundaram MF
Top Holdings
1TREPS97.30%
2Cash and Other Net Current Assets2.70%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram Multi Cap Fund - Series I - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.35%
Nil
₹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