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Sundaram Equity Fund Direct Growth
NAV: 31 Dec '21
₹17.33
Min. for SIP
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Fund size (AUM)
₹828.43 Cr
Expense ratio
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Rating
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Holdings (64)
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Minimum investments
Min. for 1st investment
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Min. for 2nd investment
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Min. for SIP
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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) | |
|---|---|---|---|---|
 | +1.92% | +18.32% | 11,972.26 | |
 | -0.89% | +17.78% | 4,609.75 | |
 | -0.95% | +16.52% | 6,380.17 | |
 | +2.11% | +15.92% | 7,457.36 | |
 | -3.71% | +13.28% | 18,717.26 | |
| 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 ₹77,566 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 benchmarkNifty 500 Multicap 50:25:25 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹77,566.02 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,