SUSundaram MFRegular · IDCW

Sundaram TOP 100 - Series I - Regular Plan - Dividend

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100
NAV · 06 Jun 2017₹12.92+0.01%
AUM₹82 Crfrom this fund's primary plan
Expense Ratio3.04%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

To generate capital appreciation from a portfolio that is substantially constituted of equity securities specified as eligible securities for Rajiv Gandhi Equity Savings Scheme, 2012. The Scheme may also invest a certain portion of its corpus in cash & cash equivalent and money market instruments from time to time. There is no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Cash & Cash Equivalents and MMI0%–5%
Equity Securities specified as eligible securities for RGESS95%–100%
Asset Allocation
Cash & Equivalents100.0%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
3.04%
₹5,000
Nil
Inception06 Jun 2014
AMCSundaram MF
Top Holdings
1CBLOOthers99.56%
2Cash and Other Net Current AssetsOthers0.44%
Sector Allocation
Others100.0%
Latest News

No recent news found for Sundaram TOP 100 - Series I - Regular Plan - Dividend.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
3.04%
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