Fund Details
Sundaram Equity Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.01% |
| NAV | ₹12.87 (21 Jan 2021) |
|---|---|
| Fund Started | 06 Sep 2019 |
| Fund Size | ₹635 Cr |
Returns
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.5% |
| Reliance Industries Ltd. | Energy | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.8% |
| Infosys Ltd. | Technology | Equity | 5.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.0% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.2% |
| HCL Technologies Ltd. | Technology | Equity | 2.8% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
Fund Managers
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 ₹635 Cr and the Latest NAV as of 21 Jan 2021 is ₹12.87.
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.
