Sundaram Equity Fund Direct Dividend+0.40%

4
0.00%
1 Year Return
Equity
Multi Cap
6M
All

Fund Details

Sundaram Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.42%
NAV10.16 (07 Aug 2020)
Fund Started06 Sep 2019
Fund Size541 Cr

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.5%
HDFC Bank Ltd.FinancialEquity5.9%
ICICI Bank Ltd.FinancialEquity4.7%
Bharti Airtel Ltd.CommunicationEquity4.5%
Infosys Ltd.TechnologyEquity3.6%
Navin Fluorine International Ltd.ChemicalsEquity3.5%
Hindustan Unilever Ltd.FMCGEquity3.2%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
Lupin Ltd.HealthcareEquity2.9%
HCL Technologies Ltd.TechnologyEquity2.8%
See All

Fund Managers

addS Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
addDwijendra Srivastava
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed

Sundaram Equity Fund Direct Dividend Details

Sundaram Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Sep 2019. S Krishna Kumar is the Current Fund Manager of Sundaram Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹541 Cr and the Latest NAV as of 07 Aug 2020 is ₹10.16.

The Sundaram Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Investment Objective

The scheme seeks to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalisation.

Tax Implications

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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