朕天下娛樂城
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Sundaram Equity Fund Direct Growth
NAV: 31 Dec '21
?17.33
Min. for SIP
Not Supported
Fund size (AUM)
?828.43 Cr
Expense ratio
0.74%
Rating
--
Holdings (64)
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Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +1.6% | +13.3% | +39.6% | +73.3% |
| Category average (Equity Multi Cap) | -- | -- | +0.9% | -- |
| Rank (Equity Multi Cap) | 7 | 8 | -- | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +10.53% | +22.23% | 5,620.77 | |
 | +9.69% | +21.95% | 26,249.39 | |
 | +11.23% | +20.32% | 6,643.08 | |
 | +10.58% | +19.90% | 17,675.80 | |
 | +4.61% | +18.55% | 53,410.99 | |
| Compare | ||||
About Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ?77,804 Cr and the Latest NAV as of 31 Dec 2021 is ?17.33.
The Sundaram Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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Investment Objective
The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.
Fund benchmark橘子影城 500 Multicap 50:25:25 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM?77,803.54 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,