NAV: NA | NA |
Min. SIP amount | NA |
Rating | 5 |
Fund size | ₹310.55Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 6.1% | 7.3% | 6.5% | 7.8% |
Category average | 20.4% | 8.3% | 8.2% | NA |
Rank with in category | 8 | 12 | 11 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
Asian Paints Ltd. | Chemicals | Equity | 4.4% |
GOI | Sovereign | GOI Sec | 4.4% |
Tech Mahindra Ltd. | Technology | Equity | 4.3% |
Ashok Leyland Ltd. | Automobile | Equity | 3.9% |
ICICI Bank Ltd. | Financial | Equity | 3.8% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 3.0% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.9% |
Axis Bank Ltd. | Financial | Equity | 2.8% |
Infosys Ltd. | Technology | Equity | 2.7% |
HDFC Bank Ltd. | Financial | Equity | 2.3% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. for 1st investment | NA |
Min. for 2nd investment onwards | NA |
Min. for SIP | NA |
You can easily invest in Sundaram Equity Savings Fund IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Equity Savings Fund IDCW Half Yearly has been there from 23 May 2002 and the average annual returns provided by this fund is 6.12% since its inception.
The term
Expense Ratio used for Sundaram Equity Savings Fund IDCW Half Yearly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Equity Savings Fund IDCW Half Yearly is 2.38% as of 22 May 2022...
The AUM, short for Assets Under Management of Sundaram Equity Savings Fund IDCW Half Yearly is ₹310.55Cr as of 22 May 2022.
If you want to sell your Sundaram Equity Savings Fund IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Equity Savings Fund IDCW Half Yearly is NA as of NA.