SUSundaram MFRegular · Growth

Sundaram TOP 100 - Series IV - Regular Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100
NAV · 30 Jan 2018₹13.85+0.01%
AUM₹51 Cr
Expense Ratio3.11%
CAGR
Exit Load
Min SIP
Launched2015

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
Domestic Equity96.6%
Cash & Equivalents3.4%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
3.11%
₹5,000
Nil
Inception30 Jan 2015
AMCSundaram MF
Top Holdings
1HDFC Bank LtdBanks9.60%
2Reliance Industries LtdPetroleum Products7.10%
3Bajaj Finserv LtdFinance6.72%
4Kotak Mahindra Bank LtdBanks6.32%
5ICICI Bank LtdBanks5.13%
6Maruti Suzuki India LtdAuto4.86%
7Infosys LtdSoftware4.55%
8ITC LtdConsumer Non Durables4.35%
9Bharat Petroleum Corporation LtdPetroleum Products4.31%
10Larsen & Toubro LtdConstruction Project3.99%
Sector Allocation
Banks24.0%
Petroleum Products14.8%
Auto10.8%
Finance6.7%
Consumer Non Durables6.1%
Industrial Products5.4%
Software4.5%
Construction Project4.0%
Other3.4%
Power2.6%
Industrial Capital Goods1.8%
Latest News

No recent news found for Sundaram TOP 100 - Series IV - Regular Plan - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
3.11%
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