SUSundaram MFRegular · Growth

Sundaram TOP 100 - Series VII - Regular Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100
NAV · 30 Mar 2020₹12.66-0.01%
AUM₹21 Cr
Expense Ratio1.33%
CAGR
Exit Load
Min SIP
Launched2017

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
1.33%
₹5,000
Nil
Inception29 Mar 2017
AMCSundaram MF
Top Holdings
1TREPS99.66%
2Cash and Other Net Current Assets0.34%
Sector Allocation
Other100.0%
Latest News

No recent news found for Sundaram TOP 100 - Series VII - 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
1.33%
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