SUSundaram MFDirect · Growth

Sundaram TOP 100 - Series V - Growth - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100
NAV · 26 Mar 2018₹12.84+0.03%
AUM₹50 Crfrom this fund's primary plan
Expense Ratio2.53%
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%
Fund Managers
RB
Rahul Baijal
Fund Manager
Key Information
2.53%
₹5,000
Nil
Inception25 Mar 2015
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Sundaram TOP 100 - Series V - Growth - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.53%
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